The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MANULIFE FINL CORP COM 56501R106   661,255 35,000 SH   SOLE   0 35,000 0
STANTEC INC COM 85472N109   1,076,916 16,570 SH   SOLE   0 16,570 0
FERGUSON PLC NEW SHS G3421J106   2,208,843 14,000 SH   SOLE   14,000 0 0
CISCO SYS INC COM 17275R102   3,464,570 67,000 SH   SOLE   0 67,000 0
PFIZER INC COM 717081103   4,054,199 110,559 SH   SOLE   0 110,559 0
AT&T INC COM 00206R102   254,880 16,000 SH   SOLE   0 16,000 0
ALPHABET INC CAP STK CL C 02079K107   3,506,100 29,000 SH   SOLE   0 29,000 0
APPLE INC COM 037833100   2,519,140 13,000 SH   SOLE   0 13,000 0
NXP SEMICONDUCTORS N V COM N6596X109   1,073,835 5,250 SH   SOLE   0 5,250 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,943,610 49,000 SH   SOLE   0 49,000 0
MERCK & CO INC COM 58933Y105   2,940,915 25,500 SH   SOLE   0 25,500 0
ALPHABET INC CAP STK CL A 02079K305   19,511,100 163,000 SH   SOLE   0 163,000 0
MICROSOFT CORP COM 594918104   26,032,185 76,500 SH   SOLE   0 76,500 0
ZOETIS INC CL A 98978V103   1,204,490 7,000 SH   SOLE   0 7,000 0
ABBVIE INC COM 00287Y109   2,168,187 16,100 SH   SOLE   0 16,100 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   676,940 18,700 SH   SOLE   0 18,700 0
TARENA INTL INC SPONSORED ADS 876108200   2 1 SH   SOLE   0 1 0
TRIMBLE INC COM 896239100   647,334 12,230 SH   SOLE   0 12,230 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,466,310 3,000 SH   SOLE   0 3,000 0
XYLEM INC COM 98419M100   765,748 6,800 SH   SOLE   0 6,800 0
JUNIPER NETWORKS INC COM 48203R104   939,300 30,000 SH   SOLE   0 30,000 0
APTIV PLC SHS G6095L109   9,279,202 90,928 SH   SOLE   0 90,928 0
APPLIED MATLS INC COM 038222105   867,000 6,000 SH   SOLE   0 6,000 0
BOSTON SCIENTIFIC CORP COM 101137107   6,865,620 127,000 SH   SOLE   0 127,000 0
METLIFE INC COM 59156R108   339,120 6,000 SH   SOLE   0 6,000 0
PALO ALTO NETWORKS INC COM 697435105   5,876,500 23,000 SH   SOLE   0 23,000 0
LILLY ELI & CO COM 532457108   351,180 750 SH   SOLE   0 750 0
ACUITY BRANDS INC COM 00508Y102   595,332 3,651 SH   SOLE   0 3,651 0
NIKE INC CL B 654106103   1,323,720 12,000 SH   SOLE   0 12,000 0
CME GROUP INC COM 12572Q105   6,130,399 33,089 SH   SOLE   0 33,089 0
PROGRESSIVE CORP COM 743315103   264,720 2,000 SH   SOLE   0 2,000 0
SALESFORCE INC COM 79466L302   10,864,642 51,440 SH   SOLE   0 51,440 0
UNITEDHEALTH GROUP INC COM 91324P102   1,081,058 2,250 SH   SOLE   0 2,250 0
ANSYS INC COM 03662Q105   894,539 2,709 SH   SOLE   0 2,709 0
AMERICAN EXPRESS CO COM 025816109   1,218,560 7,000 SH   SOLE   0 7,000 0
AUTOMATIC DATA PROCESSING IN COM 053015103   659,070 3,000 SH   SOLE   0 3,000 0
ANALOG DEVICES INC COM 032654105   6,048,230 31,050 SH   SOLE   0 31,050 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,952,153 77,450 SH   SOLE   0 77,450 0
UNION PAC CORP COM 907818108   899,712 4,400 SH   SOLE   0 4,400 0
MEDTRONIC PLC SHS G5960L103   17,004,908 193,084 SH   SOLE   0 193,084 0
GILEAD SCIENCES INC COM 375558103   134,803 1,750 SH   SOLE   0 1,750 0
PAYCHEX INC COM 704326107   1,610,928 14,400 SH   SOLE   0 14,400 0
DEERE & CO COM 244199105   1,417,500 3,500 SH   SOLE   0 3,500 0
VISA INC COM CL A 92826C839   1,518,912 6,400 SH   SOLE   0 6,400 0
DISNEY WALT CO COM 254687106   611,363 6,850 SH   SOLE   0 6,850 0
AUTODESK INC COM 052769106   715,855 3,500 SH   SOLE   0 3,500 0
LAM RESEARCH CORP COM 512807108   8,128,890 12,650 SH   SOLE   0 12,650 0
MARVELL TECHNOLOGY INC COM 573874104   10,530,247 176,150 SH   SOLE   0 176,150 0
HARTFORD FINL SVCS GROUP INC COM 416515104   11,903,547 165,350 SH   SOLE   0 165,350 0
AIR PRODS & CHEMS INC COM 009158106   703,731 2,350 SH   SOLE   0 2,350 0
PENTAIR PLC SHS G7S00T104   742,168 11,494 SH   SOLE   0 11,494 0
IDEX CORP COM 45167R104   773,896 3,595 SH   SOLE   0 3,595 0
SMITH A O CORP COM 831865209   711,593 9,780 SH   SOLE   0 9,780 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   10,073,891 223,914 SH   SOLE   0 223,914 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100   430,200 180,000 SH   SOLE   0 180,000 0
MUELLER WTR PRODS INC COM SER A 624758108   9,462,586 583,390 SH   SOLE   0 583,390 0
FEDERAL SIGNAL CORP COM 313855108   4,763,053 74,353 SH   SOLE   0 74,353 0
EXACT SCIENCES CORP COM 30063P105   4,043,020 43,075 SH   SOLE   0 43,075 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,013,500 25,000 SH   SOLE   0 25,000 0
VALMONT INDS INC COM 920253101   7,024,269 24,150 SH   SOLE   0 24,150 0
VERRA MOBILITY CORP CL A COM STK 92511U102   8,086,028 410,250 SH   SOLE   0 410,250 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   7,614,453 304,700 SH   SOLE   0 304,700 0
TELADOC HEALTH INC COM 87918A105   2,189,315 86,500 SH   SOLE   0 86,500 0
EVERBRIDGE INC COM 29978A104   1,196,436 44,560 SH   SOLE   0 44,560 0
BRUKER CORP COM 116794108   8,807,568 119,150 SH   SOLE   0 119,150 0
PAYLOCITY HLDG CORP COM 70438V106   49,451 268 SH   SOLE   0 268 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   8,600,640 32,000 SH   SOLE   0 32,000 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   7,963,152 70,055 SH   SOLE   0 70,055 0
AVIENT CORPORATION COM 05368V106   6,665,070 163,000 SH   SOLE   0 163,000 0
REGAL REXNORD CORPORATION COM 758750103   902,264 5,860 SH   SOLE   0 5,860 0
ALTAIR ENGR INC COM CL A 021369103   674,531 8,900 SH   SOLE   0 8,900 0
MSA SAFETY INC COM 553498106   1,034,192 5,945 SH   SOLE   0 5,945 0
CLEAN HARBORS INC COM 184496107   1,214,325 7,390 SH   SOLE   0 7,390 0
RAYONIER INC COM 754907103   599,863 19,110 SH   SOLE   0 19,110 0
ZIMVIE INC COM 98888T107   673,800 60,000 SH   SOLE   0 60,000 0
ACHILLES THERAPEUTICS PLC SPONSORED ADS 00449L102   94,520 100,000 SH   SOLE   0 100,000 0