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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,560 56,296 SH   SOLE   56,296 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 7,487 263,532 SH   SOLE   263,532 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 103,574 1,425,259 SH   SOLE   1,425,259 0 0
ALBEMARLE CORP COM 012653101 13,900 250,000 SH   SOLE   250,000 0 0
ALPHABET INC CAP STK CL A 02079K305 13,309 11,610 SH   SOLE   11,610 0 0
AMAZON COM INC COM 023135106 3,732 1,900 SH   SOLE   1,900 0 0
AMERICAN EXPRESS CO COM 025816109 4,920 54,500 SH   SOLE   54,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 30,200 238,318 SH   SOLE   238,318 0 0
ANALOG DEVICES INC COM 032654105 37,480 412,000 SH   SOLE   412,000 0 0
ANSYS INC COM 03662Q105 12,295 52,290 SH   SOLE   52,290 0 0
AON PLC SHS CL A G0408V102 8,569 50,100 SH   SOLE   50,100 0 0
APPLE INC COM 037833100 2,701 10,600 SH   SOLE   10,600 0 0
APTIV PLC SHS G6095L109 17,322 347,000 SH   SOLE   347,000 0 0
ARCONIC INC COM 03965L100 11,480 700,000 SH   SOLE   700,000 0 0
AUTODESK INC COM 052769106 7,796 50,000 SH   SOLE   50,000 0 0
AVANGRID INC COM 05351W103 25,756 575,950 SH   SOLE   575,950 0 0
BALL CORP COM 058498106 624 9,459 SH   SOLE   9,459 0 0
BOSTON SCIENTIFIC CORP COM 101137107 21,785 688,512 SH   SOLE   688,512 0 0
BUNGE LIMITED COM G16962105 307 7,767 SH   SOLE   7,767 0 0
CAMPBELL SOUP CO COM 134429109 5,704 122,590 SH   SOLE   122,590 0 0
CERNER CORP COM 156782104 22,164 345,015 SH   SOLE   345,015 0 0
CF INDS HLDGS INC COM 125269100 387 14,527 SH   SOLE   14,527 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,830 4,060 SH   SOLE   4,060 0 0
CHURCH & DWIGHT INC COM 171340102 3,292 50,800 SH   SOLE   50,800 0 0
CINTAS CORP COM 172908105 12,528 69,429 SH   SOLE   69,429 0 0
CISCO SYS INC COM 17275R102 16,467 408,407 SH   SOLE   408,407 0 0
COHERENT INC COM 192479103 20,902 200,000 SH   SOLE   200,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 16,992 239,592 SH   SOLE   239,592 0 0
CONSTELLIUM SE CL A SHS F21107101 9,565 1,850,000 SH   SOLE   1,850,000 0 0
CORNING INC COM 219350105 19,790 930,000 SH   SOLE   930,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 723 2,484 SH   SOLE   2,484 0 0
CVS HEALTH CORP COM 126650100 21,814 365,509 SH   SOLE   365,509 0 0
DANAHER CORPORATION COM 235851102 57,142 405,782 SH   SOLE   405,782 0 0
DECKERS OUTDOOR CORP COM 243537107 12,550 90,204 SH   SOLE   90,204 0 0
DEERE & CO COM 244199105 4,281 30,310 SH   SOLE   30,310 0 0
DENTSPLY SIRONA INC COM 24906P109 12,683 323,537 SH   SOLE   323,537 0 0
DISCOVER FINL SVCS COM 254709108 7,612 202,500 SH   SOLE   202,500 0 0
DOVER CORP COM 260003108 13,540 158,100 SH   SOLE   158,100 0 0
DUPONT DE NEMOURS INC COM 26614N102 11,767 350,000 SH   SOLE   350,000 0 0
ECOLAB INC COM 278865100 68,746 425,937 SH   SOLE   425,937 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,754 44,000 SH   SOLE   44,000 0 0
EVEREST RE GROUP LTD COM G3223R108 1,528 7,700 SH   SOLE   7,700 0 0
F M C CORP COM NEW 302491303 438 5,304 SH   SOLE   5,304 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,279 61,100 SH   SOLE   61,100 0 0
FIRST SOLAR INC COM 336433107 27,045 750,000 SH   SOLE   750,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 18,169 408,200 SH   SOLE   408,200 0 0
GILEAD SCIENCES INC COM 375558103 20,578 271,009 SH   SOLE   271,009 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,619 66,500 SH   SOLE   66,500 0 0
HEXCEL CORP NEW COM 428291108 14,464 400,000 SH   SOLE   400,000 0 0
HOME DEPOT INC COM 437076102 1,461 7,450 SH   SOLE   7,450 0 0
HORMEL FOODS CORP COM 440452100 550 11,747 SH   SOLE   11,747 0 0
HP INC COM 40434L105 1,449 81,200 SH   SOLE   81,200 0 0
IDEX CORP COM 45167R104 14,906 108,900 SH   SOLE   108,900 0 0
IDEXX LABS INC COM 45168D104 618 2,566 SH   SOLE   2,566 0 0
II VI INC COM 902104108 72,943 2,517,000 SH   SOLE   2,517,000 0 0
INGREDION INC COM 457187102 269 3,476 SH   SOLE   3,476 0 0
INTEL CORP COM 458140100 8,586 154,730 SH   SOLE   154,730 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 264 2,443 SH   SOLE   2,443 0 0
IPG PHOTONICS CORP COM 44980X109 34,944 320,000 SH   SOLE   320,000 0 0
ITRON INC COM 465741106 9,196 167,409 SH   SOLE   167,409 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 317 4,095 SH   SOLE   4,095 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 13,786 200,000 SH   SOLE   200,000 0 0
KONTOOR BRANDS INC COM 50050N103 408 20,646 SH   SOLE   20,646 0 0
KROGER CO COM 501044101 1,117 37,665 SH   SOLE   37,665 0 0
LAMB WESTON HLDGS INC COM 513272104 497 8,615 SH   SOLE   8,615 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 18,743 1,050,000 SH   SOLE   1,050,000 0 0
LAUDER ESTEE COS INC CL A 518439104 8,253 49,950 SH   SOLE   49,950 0 0
LINDE PLC SHS G5494J103 16,973 96,000 SH   SOLE   96,000 0 0
LIVENT CORP COM 53814L108 8,368 1,600,000 SH   SOLE   1,600,000 0 0
LOWES COS INC COM 548661107 6,895 77,730 SH   SOLE   77,730 0 0
LUMENTUM HLDGS INC COM 55024U109 44,454 600,000 SH   SOLE   600,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 7,282 530,000 SH   SOLE   530,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 23,835 1,050,000 SH   SOLE   1,050,000 0 0
MASCO CORP COM 574599106 34,529 979,000 SH   SOLE   979,000 0 0
MASTERCARD INC CL A 57636Q104 15,058 59,460 SH   SOLE   59,460 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 91,834 1,840,000 SH   SOLE   1,840,000 0 0
MAXIMUS INC COM 577933104 10,809 187,850 SH   SOLE   187,850 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,517 10,600 SH   SOLE   10,600 0 0
MEDTRONIC PLC SHS G5960L103 22,997 249,830 SH   SOLE   249,830 0 0
MERCK & CO. INC COM 58933Y105 2,693 35,000 SH   SOLE   35,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 33,134 48,343 SH   SOLE   48,343 0 0
MICROSOFT CORP COM 594918104 38,737 241,760 SH   SOLE   241,760 0 0
MONDELEZ INTL INC CL A 609207105 672 13,152 SH   SOLE   13,152 0 0
MONOLITHIC PWR SYS INC COM 609839105 48,731 295,000 SH   SOLE   295,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 4,294 542,200 SH   SOLE   542,200 0 0
NIKE INC CL B 654106103 9,520 111,500 SH   SOLE   111,500 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 947 53,532 SH   SOLE   53,532 0 0
NXP SEMICONDUCTORS N V COM N6596X109 46,542 548,000 SH   SOLE   548,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 75,517 5,822,400 SH   SOLE   5,822,400 0 0
PACKAGING CORP AMER COM 695156109 982 10,815 SH   SOLE   10,815 0 0
PENTAIR PLC SHS G7S00T104 29,470 994,600 SH   SOLE   994,600 0 0
PEPSICO INC COM 713448108 2,999 23,900 SH   SOLE   23,900 0 0
PERKINELMER INC COM 714046109 44,259 578,472 SH   SOLE   578,472 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,971 88,850 SH   SOLE   88,850 0 0
POWER INTEGRATIONS INC COM 739276103 58,409 654,000 SH   SOLE   654,000 0 0
PROCTER & GAMBLE CO COM 742718109 9,657 83,970 SH   SOLE   83,970 0 0
PTC INC COM 69370C100 42,710 720,600 SH   SOLE   720,600 0 0
QORVO INC COM 74736K101 8,555 105,000 SH   SOLE   105,000 0 0
QUALCOMM INC COM 747525103 23,677 343,000 SH   SOLE   343,000 0 0
REPUBLIC SVCS INC COM 760759100 4,797 62,588 SH   SOLE   62,588 0 0
REXNORD CORP COM 76169B102 25,538 1,142,660 SH   SOLE   1,142,660 0 0
ROCKWELL AUTOMATION INC COM 773903109 12,181 80,000 SH   SOLE   80,000 0 0
ROLLINS INC COM 775711104 314 8,748 SH   SOLE   8,748 0 0
ROPER TECHNOLOGIES INC COM 776696106 21,825 68,749 SH   SOLE   68,749 0 0
S&P GLOBAL INC COM 78409V104 3,969 16,070 SH   SOLE   16,070 0 0
SEMPRA ENERGY COM 816851109 3,654 30,450 SH   SOLE   30,450 0 0
SILICON LABORATORIES INC COM 826919102 45,486 535,000 SH   SOLE   535,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 206 2,792 SH   SOLE   2,792 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,308 70,000 SH   SOLE   70,000 0 0
SMITH A O CORP COM 831865209 10,431 270,228 SH   SOLE   270,228 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,353 150,000 SH   SOLE   150,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,057 110,573 SH   SOLE   110,573 0 0
SPX FLOW INC COM 78469X107 25,578 964,100 SH   SOLE   964,100 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,256 42,400 SH   SOLE   42,400 0 0
TE CONNECTIVITY LTD REG SHS H84989104 16,605 260,600 SH   SOLE   260,600 0 0
TERADYNE INC COM 880770102 4,972 90,000 SH   SOLE   90,000 0 0
TEXAS INSTRS INC COM 882508104 36,727 360,000 SH   SOLE   360,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 95,558 335,339 SH   SOLE   335,339 0 0
TJX COS INC NEW COM 872540109 2,358 49,600 SH   SOLE   49,600 0 0
TRAVELERS COMPANIES INC COM 89417E109 798 7,780 SH   SOLE   7,780 0 0
TREX CO INC COM 89531P105 565 6,632 SH   SOLE   6,632 0 0
TRIMBLE INC COM 896239100 31,829 1,025,736 SH   SOLE   1,025,736 0 0
TYSON FOODS INC CL A 902494103 569 9,618 SH   SOLE   9,618 0 0
UGI CORP NEW COM 902681105 6,997 260,000 SH   SOLE   260,000 0 0
ULTA BEAUTY INC COM 90384S303 1,256 6,990 SH   SOLE   6,990 0 0
UNION PAC CORP COM 907818108 570 4,069 SH   SOLE   4,069 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,936 99,234 SH   SOLE   99,234 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 10,301 75,000 SH   SOLE   75,000 0 0
V F CORP COM 918204108 13,803 231,009 SH   SOLE   231,009 0 0
VALMONT INDS INC COM 920253101 5,635 55,216 SH   SOLE   55,216 0 0
VERISK ANALYTICS INC COM 92345Y106 3,071 20,911 SH   SOLE   20,911 0 0
VISA INC COM CL A 92826C839 3,878 23,420 SH   SOLE   23,420 0 0
VISTEON CORP COM NEW 92839U206 6,605 128,000 SH   SOLE   128,000 0 0
WASTE MGMT INC DEL COM 94106L109 11,636 123,000 SH   SOLE   123,000 0 0
WATERS CORP COM 941848103 25,243 134,173 SH   SOLE   134,173 0 0
XILINX INC COM 983919101 89,269 1,125,000 SH   SOLE   1,125,000 0 0
XYLEM INC COM 98419M100 40,706 614,520 SH   SOLE   614,520 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 943 5,007 SH   SOLE   5,007 0 0
ZOETIS INC CL A 98978V103 1,451 12,432 SH   SOLE   12,432 0 0