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 42,558 126,200 SH   SOLE   126,200 0 0
ADTALEM GLOBAL ED INC COM 00737L103 11,840 398,535 SH   SOLE   398,535 0 0
AECOM COM 00766T100 70,608 919,257 SH   SOLE   919,257 0 0
AGCO CORP COM 001084102 6,547 44,834 SH   SOLE   44,834 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 113,989 861,402 SH   SOLE   861,402 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 18,166 152,154 SH   SOLE   152,154 0 0
ALBEMARLE CORP COM 012653101 279,748 1,264,970 SH   SOLE   1,264,970 0 0
ALCON AG ORD SHS H01301128 30,780 387,998 SH   SOLE   387,998 0 0
ALPHABET INC CAP STK CL A 02079K305 9,913 3,564 SH   SOLE   3,564 0 0
AMAZON COM INC COM 023135106 5,584 1,713 SH   SOLE   1,713 0 0
AMBARELLA INC SHS G037AX101 29,325 279,500 SH   SOLE   279,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 44,676 269,894 SH   SOLE   269,894 0 0
ANALOG DEVICES INC COM 032654105 178,510 1,080,697 SH   SOLE   1,080,697 0 0
ANSYS INC COM 03662Q105 65,172 205,169 SH   SOLE   205,169 0 0
ANTHEM INC COM 036752103 9,562 19,465 SH   SOLE   19,465 0 0
AON PLC SHS CL A G0403H108 5,957 18,295 SH   SOLE   18,295 0 0
API GROUP CORP COM STK 00187Y100 64,497 3,066,900 SH   SOLE   3,066,900 0 0
APPLE INC COM 037833100 5,192 29,735 SH   SOLE   29,735 0 0
APTIV PLC SHS G6095L109 61,303 512,100 SH   SOLE   512,100 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 39,220 3,480,053 SH   SOLE   3,480,053 0 0
AUTODESK INC COM 052769106 35,368 165,000 SH   SOLE   165,000 0 0
AVANGRID INC COM 05351W103 45,572 975,000 SH   SOLE   975,000 0 0
AVANTOR INC COM 05352A100 190,048 5,619,400 SH   SOLE   5,619,400 0 0
AVERY DENNISON CORP COM 053611109 2,967 17,055 SH   SOLE   17,055 0 0
BALL CORP COM 058498106 1,786 19,843 SH   SOLE   19,843 0 0
BOSTON SCIENTIFIC CORP COM 101137107 31,315 707,036 SH   SOLE   707,036 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,209 39,677 SH   SOLE   39,677 0 0
CAVCO INDS INC DEL COM 149568107 3,630 15,070 SH   SOLE   15,070 0 0
CBRE GROUP INC CL A 12504L109 5,256 57,431 SH   SOLE   57,431 0 0
CERNER CORP COM 156782104 25,523 272,802 SH   SOLE   272,802 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,015 9,193 SH   SOLE   9,193 0 0
CINTAS CORP COM 172908105 12,658 29,757 SH   SOLE   29,757 0 0
CISCO SYS INC COM 17275R102 18,405 330,069 SH   SOLE   330,069 0 0
COLGATE PALMOLIVE CO COM 194162103 10,255 135,241 SH   SOLE   135,241 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 37,234 411,286 SH   SOLE   411,286 0 0
COMFORT SYS USA INC COM 199908104 30,036 337,442 SH   SOLE   337,442 0 0
CONSTELLIUM SE CL A SHS F21107101 48,600 2,700,000 SH   SOLE   2,700,000 0 0
CORE & MAIN INC CL A 21874C102 51,950 2,147,600 SH   SOLE   2,147,600 0 0
CORNING INC COM 219350105 40,601 1,100,000 SH   SOLE   1,100,000 0 0
CROWN HLDGS INC COM 228368106 12,833 102,588 SH   SOLE   102,588 0 0
CVS HEALTH CORP COM 126650100 60,951 602,220 SH   SOLE   602,220 0 0
DANAHER CORPORATION COM 235851102 136,505 465,362 SH   SOLE   465,362 0 0
DECKERS OUTDOOR CORP COM 243537107 20,136 73,549 SH   SOLE   73,549 0 0
DENTSPLY SIRONA INC COM 24906P109 22,592 458,995 SH   SOLE   458,995 0 0
DESKTOP METAL INC COM CL A 25058X105 6,304 1,330,000 SH   SOLE   1,330,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 4,488 3,300,000 SH   SOLE   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 20,192 2,667,401 SH   SOLE   2,667,401 0 0
DOVER CORP COM 260003108 51,817 330,253 SH   SOLE   330,253 0 0
EBAY INC. COM 278642103 4,348 75,929 SH   SOLE   75,929 0 0
ECOLAB INC COM 278865100 151,099 855,796 SH   SOLE   855,796 0 0
EMCOR GROUP INC COM 29084Q100 19,242 170,839 SH   SOLE   170,839 0 0
ETSY INC COM 29786A106 2,108 16,960 SH   SOLE   16,960 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 15,383 327,440 SH   SOLE   327,440 0 0
FEDERAL SIGNAL CORP COM 313855108 36,650 1,085,940 SH   SOLE   1,085,940 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,359 33,057 SH   SOLE   33,057 0 0
FIRST SOLAR INC COM 336433107 98,311 1,174,000 SH   SOLE   1,174,000 0 0
FORTIVE CORP COM 34959J108 4,728 77,604 SH   SOLE   77,604 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 68,507 922,280 SH   SOLE   922,280 0 0
GENERAC HLDGS INC COM 368736104 1,956 6,580 SH   SOLE   6,580 0 0
GENTHERM INC COM 37253A103 30,991 424,300 SH   SOLE   424,300 0 0
GRAINGER W W INC COM 384802104 3,776 7,321 SH   SOLE   7,321 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,083 206,308 SH   SOLE   206,308 0 0
HOME DEPOT INC COM 437076102 14,550 48,609 SH   SOLE   48,609 0 0
HP INC COM 40434L105 6,695 184,433 SH   SOLE   184,433 0 0
IDEX CORP COM 45167R104 51,002 266,010 SH   SOLE   266,010 0 0
IDEXX LABS INC COM 45168D104 3,211 5,869 SH   SOLE   5,869 0 0
II-VI INC COM 902104108 35,303 487,000 SH   SOLE   487,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,862 13,670 SH   SOLE   13,670 0 0
INGERSOLL RAND INC COM 45687V106 44,273 879,300 SH   SOLE   879,300 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 103,620 789,003 SH   SOLE   789,003 0 0
IPG PHOTONICS CORP COM 44980X109 63,112 575,000 SH   SOLE   575,000 0 0
ITRON INC COM 465741106 46,337 879,600 SH   SOLE   879,600 0 0
JOHNSON CTLS INTL PLC SHS G51502105 142,418 2,172,000 SH   SOLE   2,172,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 24,011 255,000 SH   SOLE   255,000 0 0
KROGER CO COM 501044101 3,414 59,500 SH   SOLE   59,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 93,314 1,531,000 SH   SOLE   1,531,000 0 0
LAUDER ESTEE COS INC CL A 518439104 13,886 50,990 SH   SOLE   50,990 0 0
LEAR CORP COM NEW 521865204 2,013 14,117 SH   SOLE   14,117 0 0
LESLIES INC COM 527064109 49,514 2,557,552 SH   SOLE   2,557,552 0 0
LINDE PLC SHS G5494J103 64,430 201,704 SH   SOLE   201,704 0 0
LKQ CORP COM 501889208 47,681 1,050,000 SH   SOLE   1,050,000 0 0
LOWES COS INC COM 548661107 10,577 52,312 SH   SOLE   52,312 0 0
LUMENTUM HLDGS INC COM 55024U109 71,443 732,000 SH   SOLE   732,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 10,080 600,000 SH   SOLE   600,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 100,681 1,404,000 SH   SOLE   1,404,000 0 0
MASCO CORP COM 574599106 91,293 1,790,051 SH   SOLE   1,790,051 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,898 47,282 SH   SOLE   47,282 0 0
MAXIMUS INC COM 577933104 21,004 280,243 SH   SOLE   280,243 0 0
MEDTRONIC PLC SHS G5960L103 20,746 186,984 SH   SOLE   186,984 0 0
MERCK & CO INC COM 58933Y105 20,466 249,439 SH   SOLE   249,439 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 34,817 25,355 SH   SOLE   25,355 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 11,860 157,836 SH   SOLE   157,836 0 0
MICRON TECHNOLOGY INC COM 595112103 3,127 40,147 SH   SOLE   40,147 0 0
MICROSOFT CORP COM 594918104 47,575 154,309 SH   SOLE   154,309 0 0
MONOLITHIC PWR SYS INC COM 609839105 114,341 235,425 SH   SOLE   235,425 0 0
MUELLER WTR PRODS INC COM SER A 624758108 27,096 2,097,177 SH   SOLE   2,097,177 0 0
NIKE INC CL B 654106103 21,515 159,894 SH   SOLE   159,894 0 0
NIO INC SPON ADS 62914V106 27,112 1,288,000 SH   SOLE   1,288,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 39,992 1,771,139 SH   SOLE   1,771,139 0 0
NVIDIA CORPORATION COM 67066G104 14,681 53,804 SH   SOLE   53,804 0 0
NXP SEMICONDUCTORS N V COM N6596X109 163,953 885,850 SH   SOLE   885,850 0 0
ON SEMICONDUCTOR CORP COM 682189105 279,021 4,456,491 SH   SOLE   4,456,491 0 0
ONTO INNOVATION INC COM 683344105 112,957 1,300,000 SH   SOLE   1,300,000 0 0
OWENS CORNING NEW COM 690742101 50,325 550,000 SH   SOLE   550,000 0 0
PACKAGING CORP AMER COM 695156109 2,144 13,737 SH   SOLE   13,737 0 0
PENTAIR PLC SHS G7S00T104 144,608 2,667,551 SH   SOLE   2,667,551 0 0
PERKINELMER INC COM 714046109 185,055 1,060,731 SH   SOLE   1,060,731 0 0
PNC FINL SVCS GROUP INC COM 693475105 19,419 105,280 SH   SOLE   105,280 0 0
POOL CORP COM 73278L105 32,873 77,742 SH   SOLE   77,742 0 0
POWER INTEGRATIONS INC COM 739276103 109,052 1,176,650 SH   SOLE   1,176,650 0 0
PROCTER AND GAMBLE CO COM 742718109 8,856 57,955 SH   SOLE   57,955 0 0
PTC INC COM 69370C100 145,207 1,348,000 SH   SOLE   1,348,000 0 0
QUALCOMM INC COM 747525103 59,303 388,060 SH   SOLE   388,060 0 0
REGAL REXNORD CORPORATION COM 758750103 9,250 62,175 SH   SOLE   62,175 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 13,990 127,807 SH   SOLE   127,807 0 0
REPUBLIC SVCS INC COM 760759100 8,936 67,445 SH   SOLE   67,445 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 29,740 1,248,000 SH   SOLE   1,248,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 35,004 125,000 SH   SOLE   125,000 0 0
ROLLINS INC COM 775711104 488 13,936 SH   SOLE   13,936 0 0
ROPER TECHNOLOGIES INC COM 776696106 33,784 71,541 SH   SOLE   71,541 0 0
S&P GLOBAL INC COM 78409V104 4,969 12,113 SH   SOLE   12,113 0 0
SILICON LABORATORIES INC COM 826919102 51,466 342,651 SH   SOLE   342,651 0 0
SIMPSON MFG INC COM 829073105 3,003 27,543 SH   SOLE   27,543 0 0
SMITH A O CORP COM 831865209 146,694 2,296,046 SH   SOLE   2,296,046 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 197,235 2,304,150 SH   SOLE   2,304,150 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 94,454 293,000 SH   SOLE   293,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,731 40,994 SH   SOLE   40,994 0 0
STATE STR CORP COM 857477103 9,176 105,331 SH   SOLE   105,331 0 0
SUNRUN INC COM 86771W105 72,888 2,400,000 SH   SOLE   2,400,000 0 0
SYNOPSYS INC COM 871607107 5,667 17,004 SH   SOLE   17,004 0 0
TE CONNECTIVITY LTD SHS H84989104 74,632 569,800 SH   SOLE   569,800 0 0
TERADYNE INC COM 880770102 88,980 752,600 SH   SOLE   752,600 0 0
TEXAS INSTRS INC COM 882508104 49,691 270,824 SH   SOLE   270,824 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 235,844 399,295 SH   SOLE   399,295 0 0
TOPBUILD CORP COM 89055F103 45,348 250,000 SH   SOLE   250,000 0 0
TREX CO INC COM 89531P105 890 13,625 SH   SOLE   13,625 0 0
TRIMBLE INC COM 896239100 60,773 842,428 SH   SOLE   842,428 0 0
UNITEDHEALTH GROUP INC COM 91324P102 55,462 108,756 SH   SOLE   108,756 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 62,105 372,000 SH   SOLE   372,000 0 0
V F CORP COM 918204108 14,240 250,445 SH   SOLE   250,445 0 0
VERISK ANALYTICS INC COM 92345Y106 4,491 20,926 SH   SOLE   20,926 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 41,006 2,929,000 SH   SOLE   2,929,000 0 0
VISTEON CORP COM NEW 92839U206 34,682 317,800 SH   SOLE   317,800 0 0
WASTE MGMT INC DEL COM 94106L109 26,945 170,000 SH   SOLE   170,000 0 0
WATERS CORP COM 941848103 10,904 35,131 SH   SOLE   35,131 0 0
WEST FRASER TIMBER CO LTD COM 952845105 4,844 47,093 SH   SOLE   47,093 0 0
WORKDAY INC CL A 98138H101 4,369 18,246 SH   SOLE   18,246 0 0
XPENG INC ADS 98422D105 149,196 5,407,600 SH   SOLE   5,407,600 0 0
XYLEM INC COM 98419M100 55,308 648,700 SH   SOLE   648,700 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 19,888 48,073 SH   SOLE   48,073 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,550 43,394 SH   SOLE   43,394 0 0
ZOETIS INC CL A 98978V103 1,896 10,052 SH   SOLE   10,052 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 18,107 511,500 SH   SOLE   511,500 0 0