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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 6,938,652 39,047 SH   DFND   39,047 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 24,908,910 215,475 SH   DFND   211,000 0 4,475
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 326,133 2,700 SH   DFND   0 0 2,700
AECOM COM 00766T100 BBG001SKTTF1 53,786,113 503,521 SH   DFND   492,749 0 10,772
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 155,369,046 1,156,536 SH   DFND   1,133,383 0 23,153
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 70,827,485 822,810 SH   DFND   817,710 0 5,100
ALCON AG ORD SHS H01301128 BBG00NPWGYR0 11,917,283 140,385 SH   DFND   140,385 0 0
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZM97 16,280,000 4,000,000 SH   DFND   4,000,000 0 0
AMBARELLA INC SHS G037AX101 BBG001V1SN18 19,997,681 274,920 SH   DFND   274,920 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 21,924,734 282,099 SH   DFND   276,000 0 6,099
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 86,620,640 695,804 SH   DFND   681,000 0 14,804
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 79,412,237 373,775 SH   DFND   370,875 0 2,900
ANSYS INC COM 03662Q105 BBG001S926L8 3,035,970 9,000 SH   DFND   9,000 0 0
API GROUP CORP COM STK 00187Y100 BBG00HVV7984 41,139,968 1,143,730 SH   DFND   1,120,000 0 23,730
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 44,771,311 186,960 SH   DFND   183,600 0 3,360
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 104,239,817 845,005 SH   DFND   841,605 0 3,400
AUTODESK INC COM 052769106 BBG001S5SCD4 176,128,389 595,894 SH   DFND   590,295 0 5,599
AVANTOR INC COM 05352A100 BBG00G2HHYF5 160,396,534 7,612,555 SH   DFND   7,450,000 0 162,555
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 213,141 1,139 SH   DFND   1,139 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 7,493,563 35,327 SH   DFND   34,587 0 740
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 6,333,545 163,362 SH   DFND   163,362 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 10,691,349 141,908 SH   DFND   141,908 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 14,790,170 316,706 SH   DFND   310,000 0 6,706
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 10,188,911 114,072 SH   DFND   114,072 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 10,803,744 46,600 SH   DFND   44,500 0 2,100
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 BBG01RJ2Q8X2 55,679,580 2,013,000 SH   DFND   2,000,000 0 13,000
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 6,339,706 21,100 SH   DFND   21,100 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 126,327,700 342,500 SH   DFND   341,000 0 1,500
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 10,352,536 23,200 SH   DFND   23,200 0 0
CECO ENVIRONMENTAL CORP COM 125141101 BBG001S6PJV0 16,059,778 531,253 SH   DFND   520,000 0 11,253
CINTAS CORP COM 172908105 BBG001S7CRG1 34,648,690 189,648 SH   DFND   185,617 0 4,031
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 66,776,272 290,155 SH   DFND   284,800 0 5,355
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 4,091,840 38,000 SH   DFND   38,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 13,377,153 174,159 SH   DFND   174,159 0 0
COGNEX CORP COM 192422103 BBG001S5TC16 8,570,540 239,000 SH   DFND   239,000 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 2,371,660 26,088 SH   DFND   26,088 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 BBG001S90WD2 608,996 7,256 SH   DFND   7,256 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 9,795,786 23,100 SH   DFND   23,100 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 109,037,154 2,141,763 SH   DFND   2,096,000 0 45,763
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 5,746,818 128,020 SH   DFND   128,020 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 59,578,555 259,545 SH   DFND   254,000 0 5,545
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 9,574,475 47,144 SH   DFND   47,144 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 8,792,812 76,300 SH   DFND   76,300 0 0
DOVER CORP COM 260003108 BBG001S5QL46 31,821,275 169,623 SH   DFND   166,000 0 3,623
ECOLAB INC COM 278865100 BBG001S5QRB5 62,804,321 268,028 SH   DFND   262,470 0 5,558
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 9,088,554 618,269 SH   DFND   605,580 0 12,689
EXPONENT INC COM 30214U102 BBG001S9CG99 668,250 7,500 SH   DFND   7,500 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 26,436,105 286,136 SH   DFND   280,000 0 6,136
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD786 94,987,918 547,260 SH   DFND   536,600 0 10,660
FIRST SOLAR INC COM 336433107 BBG001S991Z7 82,726,175 469,395 SH   DFND   466,000 0 3,395
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001THLZ70 45,739,624 669,393 SH   DFND   655,000 0 14,393
HUBBELL INC COM 443510607 BBG001S5S1L9 4,482,123 10,700 SH   DFND   10,700 0 0
ICF INTL INC COM 44925C103 BBG001S6L7P7 15,588,615 130,766 SH   DFND   128,000 0 2,766
ICON PLC SHS G4705A100 BBG001SDCL35 5,467,559 26,072 SH   DFND   26,072 0 0
IDEX CORP COM 45167R104 BBG001S67N14 59,242,255 283,063 SH   DFND   277,000 0 6,063
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 2,155,260 8,500 SH   DFND   8,500 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 29,392,987 324,928 SH   DFND   318,000 0 6,928
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 7,128,326 84,309 SH   DFND   84,309 0 0
INVITATION HOMES INC COM 46187W107 BBG00FQH6CJ7 7,704,770 241,000 SH   DFND   241,000 0 0
IPG PHOTONICS CORP COM 44980X109 BBG001SG95B8 14,689,004 201,994 SH   DFND   201,994 0 0
ITRON INC COM 465741106 BBG001S6DJQ9 31,705,360 292,000 SH   DFND   292,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 29,160,373 369,446 SH   DFND   369,446 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 54,565,280 963,200 SH   DFND   956,000 0 7,200
LINDE PLC SHS G54950103 BBG01FND0CH6 22,400,939 53,505 SH   DFND   51,755 0 1,750
LINDSAY CORP COM 535555106 BBG001SB90F6 15,229,928 128,729 SH   DFND   126,000 0 2,729
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 35,007,150 417,000 SH   DFND   417,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 140,647,030 1,273,400 SH   DFND   1,269,000 0 4,400
MASCO CORP COM 574599106 BBG001S5SZ70 27,806,429 383,167 SH   DFND   375,000 0 8,167
MAXIMUS INC COM 577933104 BBG001S6G4K5 8,167,531 109,411 SH   DFND   109,411 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 11,647,063 145,807 SH   DFND   145,807 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 56,880,317 46,483 SH   DFND   45,500 0 983
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 65,221,317 110,227 SH   DFND   110,227 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 22,111,609 605,300 SH   DFND   600,000 0 5,300
NOMAD FOODS LTD USD ORD SHS G6564A105 BBG0029T14K0 9,278,199 552,932 SH   DFND   552,932 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 102,989,760 1,511,000 SH   DFND   1,502,800 0 8,200
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 17,108,546 127,400 SH   DFND   119,000 0 8,400
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 27,359,296 131,630 SH   DFND   129,930 0 1,700
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 77,803,700 1,234,000 SH   DFND   1,227,700 0 6,300
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 27,143,876 162,860 SH   DFND   162,860 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,049,832 6,300 SH   DFND   6,300 0 0
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 19,140,902 112,382 SH   DFND   112,382 0 0
PENTAIR PLC SHS G7S00T104 BBG001S69VB3 87,722,051 871,642 SH   DFND   853,000 0 18,642
PONY AI INC SPONSORED ADS 732908108 BBG01QDDKKH3 8,810,900 614,000 SH   DFND   614,000 0 0
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 40,968,800 664,000 SH   DFND   664,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 92,838,270 1,239,000 SH   DFND   1,239,000 0 0
PTC INC COM 69370C100 BBG001S6DNK6 106,291,018 578,077 SH   DFND   574,800 0 3,277
QUALCOMM INC COM 747525103 BBG001S6VS70 29,909,046 194,695 SH   DFND   194,695 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 150,076,343 474,850 SH   DFND   473,000 0 1,850
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 107,333,982 691,897 SH   DFND   687,020 0 4,877
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 6,940,710 34,500 SH   DFND   34,500 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 13,521,407 586,612 SH   DFND   574,000 0 12,612
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 30,281,782 58,251 SH   DFND   57,000 0 1,251
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG001SF0100 11,282,524 158,329 SH   DFND   158,329 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 608,300 110,000 SH   DFND   110,000 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 8,351,318 160,448 SH   DFND   160,448 0 0
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 2,570,365 15,500 SH   DFND   15,500 0 0
SMITH A O CORP COM 831865209 BBG001S5NRY3 22,302,146 326,963 SH   DFND   320,000 0 6,963
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 5,620,524 36,400 SH   DFND   36,400 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 42,381,216 1,165,600 SH   DFND   1,151,900 0 13,700
SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 10,942,125 86,111 SH   DFND   86,111 0 0
STERLING INFRASTRUCTURE INC COM 859241101 BBG001SC9C40 5,609,385 33,300 SH   DFND   33,300 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 16,808,556 673,150 SH   DFND   673,150 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q08MMX4 23,444,221 163,980 SH   DFND   163,980 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 41,115,272 326,519 SH   DFND   326,519 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 38,526,336 95,400 SH   DFND   92,500 0 2,900
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 97,603,020 2,449,875 SH   DFND   2,402,000 0 47,875
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 31,783,695 169,504 SH   DFND   169,504 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 86,120,955 165,544 SH   DFND   163,018 0 2,526
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 14,829,124 47,630 SH   DFND   46,530 0 1,100
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 11,620,110 22,971 SH   DFND   22,971 0 0
VALMONT INDS INC COM 920253101 BBG001S5X650 24,032,195 78,365 SH   DFND   76,691 0 1,674
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 88,364,449 867,594 SH   DFND   849,000 0 18,594
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 133,981,636 1,179,312 SH   DFND   1,175,612 0 3,700
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 60,667,558 300,647 SH   DFND   295,300 0 5,347
WATERS CORP COM 941848103 BBG001S8MDG9 68,686,205 185,148 SH   DFND   181,638 0 3,510
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 14,737,827 72,493 SH   DFND   71,000 0 1,493
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 226,660 1,224 SH   DFND   1,224 0 0
XPENG INC ADS 98422D105 BBG00WKJG3N6 21,286,638 1,800,900 SH   DFND   1,764,500 0 36,400
XYLEM INC COM 98419M100 BBG001V05C73 132,812,155 1,144,735 SH   DFND   1,122,000 0 22,735
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 387,765 1,004 SH   DFND   1,004 0 0