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 14,194 51,381 SH   SOLE   51,381 0 0
ADTALEM GLOBAL ED INC COM 00737L103 9,704 245,433 SH   SOLE   245,433 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 126,673 996,329 SH   SOLE   996,329 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 11,000 107,945 SH   SOLE   107,945 0 0
ALBEMARLE CORP COM 012653101 233,045 1,595,000 SH   SOLE   1,595,000 0 0
ALPHABET INC CAP STK CL A 02079K305 12,849 6,230 SH   SOLE   6,230 0 0
AMAZON COM INC COM 023135106 6,668 2,155 SH   SOLE   2,155 0 0
AMERICAN EXPRESS CO COM 025816109 4,227 29,884 SH   SOLE   29,884 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 39,198 261,457 SH   SOLE   261,457 0 0
ANALOG DEVICES INC COM 032654105 40,941 264,000 SH   SOLE   264,000 0 0
ANSYS INC COM 03662Q105 61,717 181,757 SH   SOLE   181,757 0 0
AON PLC SHS CL A G0403H108 7,994 34,741 SH   SOLE   34,741 0 0
API GROUP CORP COM STK 00187Y100 61,340 2,966,134 SH   SOLE   2,966,134 0 0
APPLE INC COM 037833100 3,054 25,000 SH   SOLE   25,000 0 0
APTIV PLC SHS G6095L109 69,640 505,000 SH   SOLE   505,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 7,326 200,000 SH   SOLE   200,000 0 0
AUTODESK INC COM 052769106 27,715 100,000 SH   SOLE   100,000 0 0
AVANGRID INC COM 05351W103 41,940 842,000 SH   SOLE   842,000 0 0
AVERY DENNISON CORP COM 053611109 2,548 13,876 SH   SOLE   13,876 0 0
BALL CORP COM 058498106 1,650 19,473 SH   SOLE   19,473 0 0
BOSTON SCIENTIFIC CORP COM 101137107 25,430 657,965 SH   SOLE   657,965 0 0
CAVCO INDS INC DEL COM 149568107 1,609 7,132 SH   SOLE   7,132 0 0
CERNER CORP COM 156782104 21,106 293,626 SH   SOLE   293,626 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,512 10,554 SH   SOLE   10,554 0 0
CISCO SYS INC COM 17275R102 2,050 39,636 SH   SOLE   39,636 0 0
CITRIX SYS INC COM 177376100 1,952 13,905 SH   SOLE   13,905 0 0
COHERENT INC COM 192479103 61,958 245,000 SH   SOLE   245,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 24,949 236,190 SH   SOLE   236,190 0 0
COMFORT SYS USA INC COM 199908104 45,527 608,900 SH   SOLE   608,900 0 0
CONSTELLIUM SE CL A SHS F21107101 38,220 2,600,000 SH   SOLE   2,600,000 0 0
CORNING INC COM 219350105 69,616 1,600,000 SH   SOLE   1,600,000 0 0
CVS HEALTH CORP COM 126650100 25,300 336,306 SH   SOLE   336,306 0 0
DANAHER CORPORATION COM 235851102 64,988 288,735 SH   SOLE   288,735 0 0
DECKERS OUTDOOR CORP COM 243537107 24,775 74,981 SH   SOLE   74,981 0 0
DENTSPLY SIRONA INC COM 24906P109 20,505 321,339 SH   SOLE   321,339 0 0
DESKTOP METAL INC COM CL A 25058X105 10,430 700,000 SH   SOLE   700,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 10,197 3,300,000 SH   SOLE   3,300,000 0 0
DOVER CORP COM 260003108 61,735 450,192 SH   SOLE   450,192 0 0
DUPONT DE NEMOURS INC COM 26614N102 22,798 295,000 SH   SOLE   295,000 0 0
ECOLAB INC COM 278865100 77,231 360,775 SH   SOLE   360,775 0 0
EHEALTH INC COM 28238P109 609 8,379 SH   SOLE   8,379 0 0
EMCOR GROUP INC COM 29084Q100 31,035 276,700 SH   SOLE   276,700 0 0
ETSY INC COM 29786A106 687 3,407 SH   SOLE   3,407 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 19,809 753,200 SH   SOLE   753,200 0 0
FEDERAL SIGNAL CORP COM 313855108 27,086 707,200 SH   SOLE   707,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,388 44,308 SH   SOLE   44,308 0 0
FORTIVE CORP COM 34959J108 1,715 24,279 SH   SOLE   24,279 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 28,986 302,500 SH   SOLE   302,500 0 0
GENERAC HLDGS INC COM 368736104 1,584 4,837 SH   SOLE   4,837 0 0
GRAINGER W W INC COM 384802104 1,612 4,021 SH   SOLE   4,021 0 0
HCA HEALTHCARE INC COM 40412C101 4,027 21,380 SH   SOLE   21,380 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 2,857 90,000 SH   SOLE   90,000 0 0
HEXCEL CORP NEW COM 428291108 9,520 170,000 SH   SOLE   170,000 0 0
HOME DEPOT INC COM 437076102 4,078 13,358 SH   SOLE   13,358 0 0
HP INC COM 40434L105 3,411 107,425 SH   SOLE   107,425 0 0
IDEX CORP COM 45167R104 24,838 118,662 SH   SOLE   118,662 0 0
IDEXX LABS INC COM 45168D104 2,231 4,559 SH   SOLE   4,559 0 0
II-VI INC COM 902104108 38,629 565,000 SH   SOLE   565,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,806 12,666 SH   SOLE   12,666 0 0
INPHI CORP COM 45772F107 80,285 450,000 SH   SOLE   450,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 82,917 593,922 SH   SOLE   593,922 0 0
IPG PHOTONICS CORP COM 44980X109 91,780 435,100 SH   SOLE   435,100 0 0
ITRON INC COM 465741106 71,807 810,000 SH   SOLE   810,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 152,159 2,550,000 SH   SOLE   2,550,000 0 0
JOHNSON OUTDOORS INC CL A 479167108 1,825 12,784 SH   SOLE   12,784 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 34,255 310,000 SH   SOLE   310,000 0 0
KIMBERLY-CLARK CORP COM 494368103 4,450 32,000 SH   SOLE   32,000 0 0
KROGER CO COM 501044101 2,141 59,500 SH   SOLE   59,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 90,040 2,000,000 SH   SOLE   2,000,000 0 0
LAUDER ESTEE COS INC CL A 518439104 12,728 43,760 SH   SOLE   43,760 0 0
LEAR CORP COM NEW 521865204 2,718 14,998 SH   SOLE   14,998 0 0
LESLIES INC COM 527064109 39,476 1,611,938 SH   SOLE   1,611,938 0 0
LINDE PLC SHS G5494J103 78,683 280,869 SH   SOLE   280,869 0 0
LIVENT CORP COM 53814L108 13,856 800,000 SH   SOLE   800,000 0 0
LKQ CORP COM 501889208 38,097 900,000 SH   SOLE   900,000 0 0
LOWES COS INC COM 548661107 8,607 45,255 SH   SOLE   45,255 0 0
LUMENTUM HLDGS INC COM 55024U109 125,476 1,373,577 SH   SOLE   1,373,577 0 0
LUXFER HOLDINGS PLC SHS G5698W116 13,832 650,000 SH   SOLE   650,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 161,634 3,300,000 SH   SOLE   3,300,000 0 0
MASCO CORP COM 574599106 58,918 983,600 SH   SOLE   983,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,639 41,116 SH   SOLE   41,116 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 284,161 3,110,000 SH   SOLE   3,110,000 0 0
MAXIMUS INC COM 577933104 15,147 170,112 SH   SOLE   170,112 0 0
MEDTRONIC PLC SHS G5960L103 37,265 315,454 SH   SOLE   315,454 0 0
MERCK & CO. INC COM 58933Y105 6,784 88,000 SH   SOLE   88,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 28,348 24,529 SH   SOLE   24,529 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 11,719 75,500 SH   SOLE   75,500 0 0
MICROSOFT CORP COM 594918104 28,740 121,898 SH   SOLE   121,898 0 0
MONOLITHIC PWR SYS INC COM 609839105 102,974 291,539 SH   SOLE   291,539 0 0
MUELLER WTR PRODS INC COM SER A 624758108 20,097 1,446,900 SH   SOLE   1,446,900 0 0
NIKE INC CL B 654106103 17,821 134,106 SH   SOLE   134,106 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 36,045 1,312,622 SH   SOLE   1,312,622 0 0
NVIDIA CORPORATION COM 67066G104 3,054 5,720 SH   SOLE   5,720 0 0
NXP SEMICONDUCTORS N V COM N6596X109 313,084 1,555,000 SH   SOLE   1,555,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 383,311 9,212,000 SH   SOLE   9,212,000 0 0
ONTO INNOVATION INC COM 683344105 57,496 875,000 SH   SOLE   875,000 0 0
OWENS CORNING NEW COM 690742101 39,599 430,000 SH   SOLE   430,000 0 0
PACKAGING CORP AMER COM 695156109 1,394 10,365 SH   SOLE   10,365 0 0
PENTAIR PLC SHS G7S00T104 67,387 1,081,300 SH   SOLE   1,081,300 0 0
PERKINELMER INC COM 714046109 115,487 900,201 SH   SOLE   900,201 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,963 51,100 SH   SOLE   51,100 0 0
POWER INTEGRATIONS INC COM 739276103 109,998 1,350,000 SH   SOLE   1,350,000 0 0
PROCTER AND GAMBLE CO COM 742718109 7,160 52,865 SH   SOLE   52,865 0 0
PTC INC COM 69370C100 132,144 960,000 SH   SOLE   960,000 0 0
QORVO INC COM 74736K101 285,012 1,560,000 SH   SOLE   1,560,000 0 0
QUALCOMM INC COM 747525103 50,384 380,000 SH   SOLE   380,000 0 0
REPUBLIC SVCS INC COM 760759100 8,534 85,898 SH   SOLE   85,898 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 22,566 798,800 SH   SOLE   798,800 0 0
REXNORD CORP COM 76169B102 61,174 1,299,091 SH   SOLE   1,299,091 0 0
ROCKWELL AUTOMATION INC COM 773903109 35,834 135,000 SH   SOLE   135,000 0 0
ROLLINS INC COM 775711104 510 14,806 SH   SOLE   14,806 0 0
ROPER TECHNOLOGIES INC COM 776696106 24,957 61,877 SH   SOLE   61,877 0 0
S&P GLOBAL INC COM 78409V104 4,865 13,787 SH   SOLE   13,787 0 0
SILICON LABORATORIES INC COM 826919102 77,589 550,000 SH   SOLE   550,000 0 0
SIMPSON MFG INC COM 829073105 1,287 12,403 SH   SOLE   12,403 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 123,849 675,000 SH   SOLE   675,000 0 0
SMITH A O CORP COM 831865209 27,409 405,400 SH   SOLE   405,400 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 82,789 1,560,000 SH   SOLE   1,560,000 0 0
SPX FLOW INC COM 78469X107 505 7,978 SH   SOLE   7,978 0 0
STANLEY BLACK & DECKER INC COM 854502101 3,694 18,500 SH   SOLE   18,500 0 0
STATE STR CORP COM 857477103 5,109 60,816 SH   SOLE   60,816 0 0
STEELCASE INC CL A 858155203 1,483 103,090 SH   SOLE   103,090 0 0
SYNOPSYS INC COM 871607107 5,015 20,239 SH   SOLE   20,239 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,720 23,000 SH   SOLE   23,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 70,227 543,933 SH   SOLE   543,933 0 0
TERADYNE INC COM 880770102 30,006 246,600 SH   SOLE   246,600 0 0
TEXAS INSTRS INC COM 882508104 43,468 230,000 SH   SOLE   230,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 204,990 449,166 SH   SOLE   449,166 0 0
TOPBUILD CORP COM 89055F103 43,980 210,000 SH   SOLE   210,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 12,537 83,361 SH   SOLE   83,361 0 0
TREX CO INC COM 89531P105 874 9,552 SH   SOLE   9,552 0 0
TRIMBLE INC COM 896239100 52,729 677,837 SH   SOLE   677,837 0 0
UGI CORP NEW COM 902681105 36,909 900,000 SH   SOLE   900,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 31,133 83,676 SH   SOLE   83,676 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 56,825 240,000 SH   SOLE   240,000 0 0
V F CORP COM 918204108 17,026 213,036 SH   SOLE   213,036 0 0
VALMONT INDS INC COM 920253101 14,250 59,959 SH   SOLE   59,959 0 0
VERISK ANALYTICS INC COM 92345Y106 5,510 31,182 SH   SOLE   31,182 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 56,000 2,800,000 SH   SOLE   2,800,000 0 0
VISTEON CORP COM NEW 92839U206 33,536 275,000 SH   SOLE   275,000 0 0
WASTE MGMT INC DEL COM 94106L109 92,430 716,400 SH   SOLE   716,400 0 0
WATERS CORP COM 941848103 56,144 197,573 SH   SOLE   197,573 0 0
WORKDAY INC CL A 98138H101 1,261 5,075 SH   SOLE   5,075 0 0
WORKHORSE GROUP INC COM NEW 98138J206 54,667 3,970,000 SH   SOLE   3,970,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 894 36,851 SH   SOLE   36,851 0 0
XILINX INC COM 983919101 29,240 236,000 SH   SOLE   236,000 0 0
XPENG INC ADS 98422D105 93,466 2,560,000 SH   SOLE   2,560,000 0 0
XYLEM INC COM 98419M100 33,604 319,491 SH   SOLE   319,491 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 20,403 42,052 SH   SOLE   42,052 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,027 31,400 SH   SOLE   31,400 0 0
ZOETIS INC CL A 98978V103 1,456 9,247 SH   SOLE   9,247 0 0