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
BOSTON SCIENTIFIC CORP COM 101137107 22,146 630,768 SH   SOLE   630,768 0 0
ANSYS INC COM 03662Q105 15,838 54,290 SH   SOLE   54,290 0 0
PACKAGING CORP AMER COM 695156109 836 8,378 SH   SOLE   8,378 0 0
GENERAC HLDGS INC COM 368736104 973 7,976 SH   SOLE   7,976 0 0
SILICON LABORATORIES INC COM 826919102 33,089 330,000 SH   SOLE   330,000 0 0
KIMBERLY CLARK CORP COM 494368103 3,505 24,800 SH   SOLE   24,800 0 0
SEMPRA ENERGY COM 816851109 2,919 24,900 SH   SOLE   24,900 0 0
IDEXX LABS INC COM 45168D104 702 2,125 SH   SOLE   2,125 0 0
WORKDAY INC CL A 98138H101 741 3,954 SH   SOLE   3,954 0 0
ON SEMICONDUCTOR CORP COM 682189105 122,244 6,167,700 SH   SOLE   6,167,700 0 0
ULTA BEAUTY INC COM 90384S303 1,489 7,320 SH   SOLE   7,320 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,667 60,500 SH   SOLE   60,500 0 0
ITRON INC COM 465741106 27,825 420,000 SH   SOLE   420,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 18,596 350,000 SH   SOLE   350,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,016 43,980 SH   SOLE   43,980 0 0
KONTOOR BRANDS INC COM 50050N103 305 17,114 SH   SOLE   17,114 0 0
SMITH A O CORP COM 831865209 1,537 326,189 SH   SOLE   326,189 0 0
INPHI CORP COM 45772F107 2,115 180,000 SH   SOLE   180,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,911 150,000 SH   SOLE   150,000 0 0
PERKINELMER INC COM 714046109 45,945 468,400 SH   SOLE   468,400 0 0
ZOETIS INC CL A 98978V103 582 4,250 SH   SOLE   4,250 0 0
JOHNSON CTLS INTL PLC SHS G51502105 9,559 280,000 SH   SOLE   280,000 0 0
S&P GLOBAL INC COM 78409V104 7,502 22,770 SH   SOLE   22,770 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,382 89,445 SH   SOLE   89,445 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 112,643 310,877 SH   SOLE   310,877 0 0
VALMONT INDS INC COM 920253101 728 64,071 SH   SOLE   64,071 0 0
CONSTELLIUM SE CL A SHS F21107101 13,056 1,700,000 SH   SOLE   1,700,000 0 0
ROLLINS INC COM 775711104 322 7,604 SH   SOLE   7,604 0 0
AMAZON COM INC COM 023135106 5,242 1,900 SH   SOLE   1,900 0 0
LINDE PLC SHS G5494J103 28,741 135,500 SH   SOLE   135,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 18,838 231,000 SH   SOLE   231,000 0 0
AVERY DENNISON CORP COM 053611109 1,097 9,619 SH   SOLE   9,619 0 0
PLUG POWER INC COM NEW 72919P202 32,922 4,010,000 SH   SOLE   4,010,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 54,343 1,550,000 SH   SOLE   1,550,000 0 0
TEXAS INSTRS INC COM 882508104 31,743 250,000 SH   SOLE   250,000 0 0
IPG PHOTONICS CORP COM 44980X109 44,909 280,000 SH   SOLE   280,000 0 0
CISCO SYS INC COM 17275R102 19,111 409,750 SH   SOLE   409,750 0 0
DEERE & CO COM 244199105 1,964 12,500 SH   SOLE   12,500 0 0
AON PLC SHS CL A G0403H108 9,649 50,100 SH   SOLE   50,100 0 0
REXNORD CORP COM 76169B102 35,102 1,204,191 SH   SOLE   1,204,191 0 0
DANAHER CORPORATION COM 235851102 62,474 353,300 SH   SOLE   353,300 0 0
V F CORP COM 918204108 1,538 252,381 SH   SOLE   252,381 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 30,865 482,800 SH   SOLE   482,800 0 0
MAXIMUS INC COM 577933104 13,234 187,850 SH   SOLE   187,850 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 16,002 198,587 SH   SOLE   198,587 0 0
SPX FLOW INC COM 78469X107 24,889 664,759 SH   SOLE   664,759 0 0
AUTODESK INC COM 052769106 1,196 50,000 SH   SOLE   50,000 0 0
MEDTRONIC PLC SHS G5960L103 20,763 226,420 SH   SOLE   226,420 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,783 64,000 SH   SOLE   64,000 0 0
QUALCOMM INC COM 747525103 29,643 325,000 SH   SOLE   325,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,473 32,428 SH   SOLE   32,428 0 0
MCCORMICK & CO INC COM NON VTG 579780206 183 10,200 SH   SOLE   10,200 0 0
KROGER CO COM 501044101 1,004 29,646 SH   SOLE   29,646 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,595 10,970 SH   SOLE   10,970 0 0
INTEL CORP COM 458140100 12,617 210,880 SH   SOLE   210,880 0 0
AVANGRID INC COM 05351W103 26,756 637,350 SH   SOLE   637,350 0 0
XYLEM INC COM 98419M100 49,693 764,983 SH   SOLE   764,983 0 0
NIKE INC CL B 654106103 9,061 92,417 SH   SOLE   92,417 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 37,294 46,296 SH   SOLE   46,296 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 57,089 446,500 SH   SOLE   446,500 0 0
DECKERS OUTDOOR CORP COM 243537107 14,683 74,765 SH   SOLE   74,765 0 0
HP INC COM 40434L105 1,607 92,200 SH   SOLE   92,200 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 604 7,164 SH   SOLE   7,164 0 0
II-VI INC COM 902104108 118,192 2,503,000 SH   SOLE   2,503,000 0 0
PEPSICO INC COM 713448108 2,923 22,100 SH   SOLE   22,100 0 0
TERADYNE INC COM 880770102 14,367 170,000 SH   SOLE   170,000 0 0
ETSY INC COM 29786A106 580 5,461 SH   SOLE   5,461 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,105 51,535 SH   SOLE   51,535 0 0
LUXFER HOLDINGS PLC SHS G5698W116 75 530,000 SH   SOLE   530,000 0 0
MICROSOFT CORP COM 594918104 45,963 225,850 SH   SOLE   225,850 0 0
CAMPBELL SOUP CO COM 134429109 4,144 83,491 SH   SOLE   83,491 0 0
HOME DEPOT INC COM 437076102 2,468 9,850 SH   SOLE   9,850 0 0
AMERICAN EXPRESS CO COM 025816109 4,545 47,740 SH   SOLE   47,740 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,405 94,000 SH   SOLE   94,000 0 0
LEAR CORP COM NEW 521865204 1,136 10,416 SH   SOLE   10,416 0 0
QORVO INC COM 74736K101 64,936 587,500 SH   SOLE   587,500 0 0
ECOLAB INC COM 278865100 52,985 266,324 SH   SOLE   266,324 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 8,544 33,382 SH   SOLE   33,382 0 0
APTIV PLC SHS G6095L109 2,174 279,000 SH   SOLE   279,000 0 0
POWER INTEGRATIONS INC COM 739276103 77,848 659,000 SH   SOLE   659,000 0 0
HEXCEL CORP NEW COM 428291108 4,522 100,000 SH   SOLE   100,000 0 0
COHERENT INC COM 192479103 24,886 190,000 SH   SOLE   190,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,312 39,300 SH   SOLE   39,300 0 0
UGI CORP NEW COM 902681105 6,996 220,000 SH   SOLE   220,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,112 57,870 SH   SOLE   57,870 0 0
CAVCO INDS INC DEL COM 149568107 1,238 6,419 SH   SOLE   6,419 0 0
JOHNSON OUTDOORS INC CL A 479167108 828 9,094 SH   SOLE   9,094 0 0
CORNING INC COM 219350105 24,087 930,000 SH   SOLE   930,000 0 0
PTC INC COM 69370C100 48,276 620,600 SH   SOLE   620,600 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 387 25,278 SH   SOLE   25,278 0 0
FIRST SOLAR INC COM 336433107 5,445 110,000 SH   SOLE   110,000 0 0
BALL CORP COM 058498106 103 14,819 SH   SOLE   14,819 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 100,552 1,659,000 SH   SOLE   1,659,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 12,344 82,500 SH   SOLE   82,500 0 0
ALPHABET INC CAP STK CL A 02079K305 18,605 13,120 SH   SOLE   13,120 0 0
LOWES COS INC COM 548661107 10,503 77,730 SH   SOLE   77,730 0 0
VISTEON CORP COM NEW 92839U206 3,973 58,000 SH   SOLE   58,000 0 0
VISA INC COM CL A 92826C839 4,302 22,270 SH   SOLE   22,270 0 0
LIVENT CORP COM 53814L108 8,008 1,300,000 SH   SOLE   1,300,000 0 0
MERCK & CO. INC COM 58933Y105 3,982 51,500 SH   SOLE   51,500 0 0
LAUDER ESTEE COS INC CL A 518439104 8,791 46,594 SH   SOLE   46,594 0 0
DOVER CORP COM 260003108 26,226 271,600 SH   SOLE   271,600 0 0
PROCTER AND GAMBLE CO COM 742718109 10,522 88,000 SH   SOLE   88,000 0 0
WASTE MGMT INC DEL COM 94106L109 13,027 123,000 SH   SOLE   123,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 36,444 283,258 SH   SOLE   283,258 0 0
DENTSPLY SIRONA INC COM 24906P109 11,676 265,010 SH   SOLE   265,010 0 0
IDEX CORP COM 45167R104 17,211 108,900 SH   SOLE   108,900 0 0
MUELLER WTR PRODS INC COM SER A 624758108 5,113 542,200 SH   SOLE   542,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 34,554 303,000 SH   SOLE   303,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 441 2,525 SH   SOLE   2,525 0 0
MASCO CORP COM 574599106 4,063 809,200 SH   SOLE   809,200 0 0
ROPER TECHNOLOGIES INC COM 776696106 21,103 54,354 SH   SOLE   54,354 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,278 60,000 SH   SOLE   60,000 0 0
CERNER CORP COM 156782104 20,399 297,584 SH   SOLE   297,584 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 458 4,017 SH   SOLE   4,017 0 0
ALBEMARLE CORP COM 012653101 11,582 150,000 SH   SOLE   150,000 0 0
APPLE INC COM 037833100 3,867 10,600 SH   SOLE   10,600 0 0
CVS HEALTH CORP COM 126650100 20,745 319,298 SH   SOLE   319,298 0 0
ANALOG DEVICES INC COM 032654105 55,065 449,000 SH   SOLE   449,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12,275 57,169 SH   SOLE   57,169 0 0
GILEAD SCIENCES INC COM 375558103 16,028 208,320 SH   SOLE   208,320 0 0
FORTIVE CORP COM 34959J108 670 9,906 SH   SOLE   9,906 0 0
PENTAIR PLC SHS G7S00T104 35,657 938,600 SH   SOLE   938,600 0 0
MONOLITHIC PWR SYS INC COM 609839105 73,707 311,000 SH   SOLE   311,000 0 0
LUMENTUM HLDGS INC COM 55024U109 49,672 610,000 SH   SOLE   610,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,837 93,500 SH   SOLE   93,500 0 0
DISCOVER FINL SVCS COM 254709108 5,785 115,500 SH   SOLE   115,500 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 11,043 150,000 SH   SOLE   150,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,958 120,599 SH   SOLE   120,599 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 36,907 1,300,000 SH   SOLE   1,300,000 0 0
WATERS CORP COM 941848103 38,159 211,525 SH   SOLE   211,525 0 0
TREX CO INC COM 89531P105 624 4,798 SH   SOLE   4,798 0 0
VERISK ANALYTICS INC COM 92345Y106 4,427 26,011 SH   SOLE   26,011 0 0
CITRIX SYS INC COM 177376100 969 6,549 SH   SOLE   6,549 0 0
TRIMBLE INC COM 896239100 44,036 1,019,599 SH   SOLE   1,019,599 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,258 44,900 SH   SOLE   44,900 0 0
STEELCASE INC CL A 858155203 1,072 88,862 SH   SOLE   88,862 0 0
GRAINGER W W INC COM 384802104 759 2,417 SH   SOLE   2,417 0 0
CINTAS CORP COM 172908105 7,511 28,200 SH   SOLE   28,200 0 0
XILINX INC COM 983919101 105,868 1,076,000 SH   SOLE   1,076,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 111,447 1,261,142 SH   SOLE   1,261,142 0 0
TJX COS INC NEW COM 872540109 2,331 46,100 SH   SOLE   46,100 0 0
REPUBLIC SVCS INC COM 760759100 5,518 67,252 SH   SOLE   67,252 0 0