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 14,453 63,953 SH   SOLE   63,953 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,991 4,060 SH   SOLE   4,060 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 10,403 166,609 SH   SOLE   166,609 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 118,783 1,176,767 SH   SOLE   1,176,767 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,116 91,516 SH   SOLE   91,516 0 0
ALBEMARLE CORP COM 012653101 13,392 150,000 SH   SOLE   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 20,108 13,720 SH   SOLE   13,720 0 0
AMAZON COM INC COM 023135106 6,927 2,200 SH   SOLE   2,200 0 0
AMERICAN EXPRESS CO COM 025816109 4,786 47,740 SH   SOLE   47,740 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 34,684 239,400 SH   SOLE   239,400 0 0
ANALOG DEVICES INC COM 032654105 17,044 146,000 SH   SOLE   146,000 0 0
ANSYS INC COM 03662Q105 19,123 58,440 SH   SOLE   58,440 0 0
AON PLC SHS CL A G0403H108 10,336 50,100 SH   SOLE   50,100 0 0
API GROUP CORP COM STK 00187Y100 10,613 745,835 SH   SOLE   745,835 0 0
APPLE INC COM 037833100 5,642 48,720 SH   SOLE   48,720 0 0
APTIV PLC SHS G6095L109 26,954 294,000 SH   SOLE   294,000 0 0
AUTODESK INC COM 052769106 11,551 50,000 SH   SOLE   50,000 0 0
AVANGRID INC COM 05351W103 30,831 611,000 SH   SOLE   611,000 0 0
AVERY DENNISON CORP COM 053611109 1,154 9,028 SH   SOLE   9,028 0 0
BALL CORP COM 058498106 1,339 16,111 SH   SOLE   16,111 0 0
BOSTON SCIENTIFIC CORP COM 101137107 20,761 543,336 SH   SOLE   543,336 0 0
CAMPBELL SOUP CO COM 134429109 2,096 43,335 SH   SOLE   43,335 0 0
CAVCO INDS INC DEL COM 149568107 1,028 5,700 SH   SOLE   5,700 0 0
CERNER CORP COM 156782104 21,512 297,584 SH   SOLE   297,584 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,929 12,700 SH   SOLE   12,700 0 0
CISCO SYS INC COM 17275R102 5,447 138,276 SH   SOLE   138,276 0 0
CITRIX SYS INC COM 177376100 1,024 7,437 SH   SOLE   7,437 0 0
COHERENT INC COM 192479103 21,077 190,000 SH   SOLE   190,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 17,273 198,587 SH   SOLE   198,587 0 0
COMFORT SYS USA INC COM 199908104 12,960 251,597 SH   SOLE   251,597 0 0
CONSTELLIUM SE CL A SHS F21107101 12,560 1,600,000 SH   SOLE   1,600,000 0 0
CORNING INC COM 219350105 25,928 800,000 SH   SOLE   800,000 0 0
CVS HEALTH CORP COM 126650100 17,111 292,998 SH   SOLE   292,998 0 0
DANAHER CORPORATION COM 235851102 68,432 317,800 SH   SOLE   317,800 0 0
DECKERS OUTDOOR CORP COM 243537107 16,449 74,765 SH   SOLE   74,765 0 0
DEERE & CO COM 244199105 1,246 5,620 SH   SOLE   5,620 0 0
DENTSPLY SIRONA INC COM 24906P109 10,277 235,010 SH   SOLE   235,010 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 4,770 3,000,000 SH   SOLE   3,000,000 0 0
DISCOVER FINL SVCS COM 254709108 2,346 40,600 SH   SOLE   40,600 0 0
DOVER CORP COM 260003108 45,100 416,279 SH   SOLE   416,279 0 0
DUPONT DE NEMOURS INC COM 26614N102 12,206 220,000 SH   SOLE   220,000 0 0
ECOLAB INC COM 278865100 55,620 278,324 SH   SOLE   278,324 0 0
EMCOR GROUP INC COM 29084Q100 18,668 275,700 SH   SOLE   275,700 0 0
ENPHASE ENERGY INC COM 29355A107 49,554 600,000 SH   SOLE   600,000 0 0
ETSY INC COM 29786A106 389 3,196 SH   SOLE   3,196 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,034 64,500 SH   SOLE   64,500 0 0
FORTIVE CORP COM 34959J108 958 12,565 SH   SOLE   12,565 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 24,390 281,900 SH   SOLE   281,900 0 0
GENERAC HLDGS INC COM 368736104 1,140 5,888 SH   SOLE   5,888 0 0
GILEAD SCIENCES INC COM 375558103 13,082 207,020 SH   SOLE   207,020 0 0
GRAINGER W W INC COM 384802104 910 2,552 SH   SOLE   2,552 0 0
HCA HEALTHCARE INC COM 40412C101 1,421 11,400 SH   SOLE   11,400 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 2,910 107,200 SH   SOLE   107,200 0 0
HEXCEL CORP NEW COM 428291108 3,355 100,000 SH   SOLE   100,000 0 0
HOME DEPOT INC COM 437076102 3,216 11,580 SH   SOLE   11,580 0 0
HP INC COM 40434L105 1,504 79,200 SH   SOLE   79,200 0 0
IDEX CORP COM 45167R104 18,624 102,100 SH   SOLE   102,100 0 0
IDEXX LABS INC COM 45168D104 823 2,093 SH   SOLE   2,093 0 0
II-VI INC COM 902104108 118,435 2,920,000 SH   SOLE   2,920,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 443 2,295 SH   SOLE   2,295 0 0
INPHI CORP COM 45772F107 31,430 280,000 SH   SOLE   280,000 0 0
INTEL CORP COM 458140100 10,184 196,680 SH   SOLE   196,680 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 49,105 401,019 SH   SOLE   401,019 0 0
IPG PHOTONICS CORP COM 44980X109 43,070 253,400 SH   SOLE   253,400 0 0
ITRON INC COM 465741106 24,903 410,000 SH   SOLE   410,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 44,935 1,100,000 SH   SOLE   1,100,000 0 0
JOHNSON OUTDOORS INC CL A 479167108 651 7,947 SH   SOLE   7,947 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 6,163 115,000 SH   SOLE   115,000 0 0
KIMBERLY CLARK CORP COM 494368103 3,795 25,700 SH   SOLE   25,700 0 0
KONTOOR BRANDS INC COM 50050N103 414 17,114 SH   SOLE   17,114 0 0
KROGER CO COM 501044101 1,080 31,855 SH   SOLE   31,855 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 46,336 1,600,000 SH   SOLE   1,600,000 0 0
LAUDER ESTEE COS INC CL A 518439104 10,169 46,594 SH   SOLE   46,594 0 0
LEAR CORP COM NEW 521865204 1,208 11,077 SH   SOLE   11,077 0 0
LINDE PLC SHS G5494J103 25,718 108,000 SH   SOLE   108,000 0 0
LIVENT CORP COM 53814L108 11,661 1,300,000 SH   SOLE   1,300,000 0 0
LOWES COS INC COM 548661107 13,307 80,230 SH   SOLE   80,230 0 0
LUMENTUM HLDGS INC COM 55024U109 66,114 880,000 SH   SOLE   880,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 6,652 530,000 SH   SOLE   530,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 59,550 1,500,000 SH   SOLE   1,500,000 0 0
MASCO CORP COM 574599106 37,136 673,600 SH   SOLE   673,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,589 54,970 SH   SOLE   54,970 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 101,888 1,507,000 SH   SOLE   1,507,000 0 0
MAXIMUS INC COM 577933104 12,851 187,850 SH   SOLE   187,850 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,310 11,900 SH   SOLE   11,900 0 0
MEDTRONIC PLC SHS G5960L103 29,101 280,032 SH   SOLE   280,032 0 0
MERCK & CO. INC COM 58933Y105 8,901 107,300 SH   SOLE   107,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 34,295 35,511 SH   SOLE   35,511 0 0
MICROSOFT CORP COM 594918104 42,045 199,900 SH   SOLE   199,900 0 0
MONOLITHIC PWR SYS INC COM 609839105 56,341 201,500 SH   SOLE   201,500 0 0
MUELLER WTR PRODS INC COM SER A 624758108 12,968 1,248,100 SH   SOLE   1,248,100 0 0
NIKE INC CL B 654106103 11,602 92,417 SH   SOLE   92,417 0 0
NIO INC SPON ADS 62914V106 101,856 4,800,000 SH   SOLE   4,800,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 3,708 145,519 SH   SOLE   145,519 0 0
NVIDIA CORPORATION COM 67066G104 1,131 2,090 SH   SOLE   2,090 0 0
NXP SEMICONDUCTORS N V COM N6596X109 57,413 460,000 SH   SOLE   460,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 143,147 6,599,690 SH   SOLE   6,599,690 0 0
ONTO INNOVATION INC COM 683344105 13,401 450,000 SH   SOLE   450,000 0 0
PACKAGING CORP AMER COM 695156109 899 8,241 SH   SOLE   8,241 0 0
PENTAIR PLC SHS G7S00T104 51,780 1,131,300 SH   SOLE   1,131,300 0 0
PEPSICO INC COM 713448108 3,063 22,100 SH   SOLE   22,100 0 0
PERKINELMER INC COM 714046109 54,484 434,100 SH   SOLE   434,100 0 0
PLUG POWER INC COM NEW 72919P202 64,770 4,830,000 SH   SOLE   4,830,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,441 95,000 SH   SOLE   95,000 0 0
POWER INTEGRATIONS INC COM 739276103 66,037 1,192,000 SH   SOLE   1,192,000 0 0
PROCTER AND GAMBLE CO COM 742718109 12,231 88,000 SH   SOLE   88,000 0 0
PTC INC COM 69370C100 43,428 525,000 SH   SOLE   525,000 0 0
QORVO INC COM 74736K101 61,473 476,500 SH   SOLE   476,500 0 0
QUALCOMM INC COM 747525103 27,184 231,000 SH   SOLE   231,000 0 0
REPUBLIC SVCS INC COM 760759100 6,186 66,264 SH   SOLE   66,264 0 0
REXNORD CORP COM 76169B102 47,520 1,592,500 SH   SOLE   1,592,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,931 45,000 SH   SOLE   45,000 0 0
ROLLINS INC COM 775711104 441 8,141 SH   SOLE   8,141 0 0
ROPER TECHNOLOGIES INC COM 776696106 20,238 51,220 SH   SOLE   51,220 0 0
S&P GLOBAL INC COM 78409V104 8,211 22,770 SH   SOLE   22,770 0 0
SILICON LABORATORIES INC COM 826919102 20,549 210,000 SH   SOLE   210,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 778 8,008 SH   SOLE   8,008 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 490 4,017 SH   SOLE   4,017 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 40,013 275,000 SH   SOLE   275,000 0 0
SMITH A O CORP COM 831865209 12,446 235,713 SH   SOLE   235,713 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 4,863 150,000 SH   SOLE   150,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,905 91,000 SH   SOLE   91,000 0 0
SPX FLOW INC COM 78469X107 21,263 496,568 SH   SOLE   496,568 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,445 45,900 SH   SOLE   45,900 0 0
STEELCASE INC CL A 858155203 789 78,087 SH   SOLE   78,087 0 0
SYNOPSYS INC COM 871607107 2,140 10,000 SH   SOLE   10,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 20,232 207,000 SH   SOLE   207,000 0 0
TERADYNE INC COM 880770102 10,727 135,000 SH   SOLE   135,000 0 0
TEXAS INSTRS INC COM 882508104 24,274 170,000 SH   SOLE   170,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 122,566 277,599 SH   SOLE   277,599 0 0
TJX COS INC NEW COM 872540109 2,312 41,550 SH   SOLE   41,550 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,800 53,610 SH   SOLE   53,610 0 0
TREX CO INC COM 89531P105 546 7,628 SH   SOLE   7,628 0 0
TRIMBLE INC COM 896239100 50,297 1,032,799 SH   SOLE   1,032,799 0 0
UGI CORP NEW COM 902681105 7,256 220,000 SH   SOLE   220,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 31,745 101,822 SH   SOLE   101,822 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 14,911 82,500 SH   SOLE   82,500 0 0
V F CORP COM 918204108 17,610 250,681 SH   SOLE   250,681 0 0
VALMONT INDS INC COM 920253101 12,331 99,302 SH   SOLE   99,302 0 0
VERISK ANALYTICS INC COM 92345Y106 4,678 25,246 SH   SOLE   25,246 0 0
VISA INC COM CL A 92826C839 4,453 22,270 SH   SOLE   22,270 0 0
VISTEON CORP COM NEW 92839U206 7,268 105,000 SH   SOLE   105,000 0 0
WASTE MGMT INC DEL COM 94106L109 37,821 334,200 SH   SOLE   334,200 0 0
WATERS CORP COM 941848103 45,517 232,611 SH   SOLE   232,611 0 0
WORKDAY INC CL A 98138H101 639 2,968 SH   SOLE   2,968 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 445 23,727 SH   SOLE   23,727 0 0
XILINX INC COM 983919101 100,904 968,000 SH   SOLE   968,000 0 0
XPENG INC ADS 98422D105 27,496 1,370,000 SH   SOLE   1,370,000 0 0
XYLEM INC COM 98419M100 44,913 533,920 SH   SOLE   533,920 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 14,006 55,479 SH   SOLE   55,479 0 0
ZOETIS INC CL A 98978V103 660 3,990 SH   SOLE   3,990 0 0