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 16,404 55,645 SH   SOLE   55,645 0 0
ADTALEM GLOBAL ED INC COM 00737L103 12,218 342,808 SH   SOLE   342,808 0 0
AECOM COM 00766T100 27,171 429,100 SH   SOLE   429,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 145,950 987,417 SH   SOLE   987,417 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 14,747 126,474 SH   SOLE   126,474 0 0
ALBEMARLE CORP COM 012653101 278,296 1,652,000 SH   SOLE   1,652,000 0 0
ALPHABET INC CAP STK CL A 02079K305 12,355 5,060 SH   SOLE   5,060 0 0
AMAZON COM INC COM 023135106 5,632 1,637 SH   SOLE   1,637 0 0
AMERICAN EXPRESS CO COM 025816109 4,957 30,000 SH   SOLE   30,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 39,360 255,366 SH   SOLE   255,366 0 0
ANALOG DEVICES INC COM 032654105 66,282 385,000 SH   SOLE   385,000 0 0
ANSYS INC COM 03662Q105 76,447 220,270 SH   SOLE   220,270 0 0
AON PLC SHS CL A G0403H108 7,482 31,335 SH   SOLE   31,335 0 0
API GROUP CORP COM STK 00187Y100 63,658 3,047,300 SH   SOLE   3,047,300 0 0
APTIV PLC SHS G6095L109 80,238 510,000 SH   SOLE   510,000 0 0
AUTODESK INC COM 052769106 36,488 125,000 SH   SOLE   125,000 0 0
AVANGRID INC COM 05351W103 54,439 1,058,500 SH   SOLE   1,058,500 0 0
AVERY DENNISON CORP COM 053611109 3,150 14,982 SH   SOLE   14,982 0 0
BALL CORP COM 058498106 1,708 21,082 SH   SOLE   21,082 0 0
BOSTON SCIENTIFIC CORP COM 101137107 28,135 657,965 SH   SOLE   657,965 0 0
CAVCO INDS INC DEL COM 149568107 1,986 8,939 SH   SOLE   8,939 0 0
CERNER CORP COM 156782104 19,185 245,455 SH   SOLE   245,455 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,489 11,767 SH   SOLE   11,767 0 0
CISCO SYS INC COM 17275R102 2,101 39,636 SH   SOLE   39,636 0 0
CITRIX SYS INC COM 177376100 1,359 11,585 SH   SOLE   11,585 0 0
COHERENT INC COM 192479103 66,085 250,000 SH   SOLE   250,000 0 0
COLGATE PALMOLIVE CO COM 194162103 9,079 111,600 SH   SOLE   111,600 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 30,253 307,575 SH   SOLE   307,575 0 0
COMFORT SYS USA INC COM 199908104 15,439 195,950 SH   SOLE   195,950 0 0
CONSTELLIUM SE CL A SHS F21107101 51,165 2,700,000 SH   SOLE   2,700,000 0 0
CORNING INC COM 219350105 67,485 1,650,000 SH   SOLE   1,650,000 0 0
CVS HEALTH CORP COM 126650100 29,889 358,214 SH   SOLE   358,214 0 0
DANAHER CORPORATION COM 235851102 88,307 329,062 SH   SOLE   329,062 0 0
DECKERS OUTDOOR CORP COM 243537107 28,798 74,981 SH   SOLE   74,981 0 0
DENTSPLY SIRONA INC COM 24906P109 20,328 321,339 SH   SOLE   321,339 0 0
DESKTOP METAL INC COM CL A 25058X105 11,500 1,000,000 SH   SOLE   1,000,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 14,108 3,300,000 SH   SOLE   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 14,450 806,800 SH   SOLE   806,800 0 0
DOVER CORP COM 260003108 31,024 206,000 SH   SOLE   206,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 20,901 270,000 SH   SOLE   270,000 0 0
ECOLAB INC COM 278865100 116,018 563,274 SH   SOLE   563,274 0 0
EHEALTH INC COM 28238P109 489 8,379 SH   SOLE   8,379 0 0
EMCOR GROUP INC COM 29084Q100 21,176 171,900 SH   SOLE   171,900 0 0
ETSY INC COM 29786A106 701 3,407 SH   SOLE   3,407 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 27,855 824,600 SH   SOLE   824,600 0 0
FEDERAL SIGNAL CORP COM 313855108 31,066 772,200 SH   SOLE   772,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,200 27,780 SH   SOLE   27,780 0 0
FISERV INC COM 337738108 6,356 59,463 SH   SOLE   59,463 0 0
FORTIVE CORP COM 34959J108 2,053 29,445 SH   SOLE   29,445 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 43,569 437,400 SH   SOLE   437,400 0 0
GENERAC HLDGS INC COM 368736104 2,008 4,837 SH   SOLE   4,837 0 0
GRAINGER W W INC COM 384802104 3,407 7,778 SH   SOLE   7,778 0 0
HCA HEALTHCARE INC COM 40412C101 4,869 23,549 SH   SOLE   23,549 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,346 100,500 SH   SOLE   100,500 0 0
HEXCEL CORP NEW COM 428291108 11,856 190,000 SH   SOLE   190,000 0 0
HOME DEPOT INC COM 437076102 5,870 18,409 SH   SOLE   18,409 0 0
HP INC COM 40434L105 3,506 116,141 SH   SOLE   116,141 0 0
IDEX CORP COM 45167R104 27,982 127,162 SH   SOLE   127,162 0 0
IDEXX LABS INC COM 45168D104 3,109 4,923 SH   SOLE   4,923 0 0
II-VI INC COM 902104108 29,399 405,000 SH   SOLE   405,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,247 14,523 SH   SOLE   14,523 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 98,967 662,432 SH   SOLE   662,432 0 0
IPG PHOTONICS CORP COM 44980X109 104,921 497,800 SH   SOLE   497,800 0 0
ITRON INC COM 465741106 92,282 923,000 SH   SOLE   923,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 172,948 2,520,000 SH   SOLE   2,520,000 0 0
JOHNSON OUTDOORS INC CL A 479167108 1,623 13,416 SH   SOLE   13,416 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 41,987 340,000 SH   SOLE   340,000 0 0
KROGER CO COM 501044101 2,279 59,500 SH   SOLE   59,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 87,079 1,550,000 SH   SOLE   1,550,000 0 0
LAUDER ESTEE COS INC CL A 518439104 16,553 52,040 SH   SOLE   52,040 0 0
LEAR CORP COM NEW 521865204 2,629 14,998 SH   SOLE   14,998 0 0
LESLIES INC COM 527064109 46,504 1,691,653 SH   SOLE   1,691,653 0 0
LINDE PLC SHS G5494J103 81,393 281,538 SH   SOLE   281,538 0 0
LKQ CORP COM 501889208 56,603 1,150,000 SH   SOLE   1,150,000 0 0
LOWES COS INC COM 548661107 4,461 23,000 SH   SOLE   23,000 0 0
LUMENTUM HLDGS INC COM 55024U109 92,694 1,130,000 SH   SOLE   1,130,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 14,463 650,000 SH   SOLE   650,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 150,200 2,575,000 SH   SOLE   2,575,000 0 0
MASCO CORP COM 574599106 100,535 1,706,588 SH   SOLE   1,706,588 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,395 42,167 SH   SOLE   42,167 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 331,884 3,150,000 SH   SOLE   3,150,000 0 0
MAXIMUS INC COM 577933104 13,573 154,289 SH   SOLE   154,289 0 0
MEDTRONIC PLC SHS G5960L103 41,744 336,293 SH   SOLE   336,293 0 0
MERCK & CO INC COM 58933Y105 8,166 105,000 SH   SOLE   105,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 35,782 25,829 SH   SOLE   25,829 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 12,803 85,500 SH   SOLE   85,500 0 0
MICROSOFT CORP COM 594918104 32,435 119,730 SH   SOLE   119,730 0 0
MONOLITHIC PWR SYS INC COM 609839105 99,329 265,977 SH   SOLE   265,977 0 0
MUELLER WTR PRODS INC COM SER A 624758108 23,965 1,661,900 SH   SOLE   1,661,900 0 0
NIKE INC CL B 654106103 24,671 159,695 SH   SOLE   159,695 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 41,917 1,482,752 SH   SOLE   1,482,752 0 0
NVIDIA CORPORATION COM 67066G104 4,336 5,419 SH   SOLE   5,419 0 0
NXP SEMICONDUCTORS N V COM N6596X109 259,619 1,262,000 SH   SOLE   1,262,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 331,428 8,658,000 SH   SOLE   8,658,000 0 0
ONTO INNOVATION INC COM 683344105 69,388 950,000 SH   SOLE   950,000 0 0
OWENS CORNING NEW COM 690742101 48,950 500,000 SH   SOLE   500,000 0 0
PACKAGING CORP AMER COM 695156109 1,976 14,595 SH   SOLE   14,595 0 0
PENTAIR PLC SHS G7S00T104 76,075 1,127,200 SH   SOLE   1,127,200 0 0
PERKINELMER INC COM 714046109 133,858 866,900 SH   SOLE   866,900 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,347 49,000 SH   SOLE   49,000 0 0
POWER INTEGRATIONS INC COM 739276103 97,241 1,185,000 SH   SOLE   1,185,000 0 0
PROCTER AND GAMBLE CO COM 742718109 4,019 29,789 SH   SOLE   29,789 0 0
PTC INC COM 69370C100 149,736 1,060,000 SH   SOLE   1,060,000 0 0
QORVO INC COM 74736K101 205,433 1,050,000 SH   SOLE   1,050,000 0 0
QUALCOMM INC COM 747525103 58,315 408,000 SH   SOLE   408,000 0 0
REGAL BELOIT CORP COM 758750103 3,739 28,003 SH   SOLE   28,003 0 0
REPUBLIC SVCS INC COM 760759100 10,292 93,551 SH   SOLE   93,551 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 28,194 939,800 SH   SOLE   939,800 0 0
REXNORD CORP COM 76169B102 55,494 1,109,000 SH   SOLE   1,109,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 47,193 165,000 SH   SOLE   165,000 0 0
ROLLINS INC COM 775711104 506 14,806 SH   SOLE   14,806 0 0
ROPER TECHNOLOGIES INC COM 776696106 35,426 75,342 SH   SOLE   75,342 0 0
S&P GLOBAL INC COM 78409V104 6,275 15,288 SH   SOLE   15,288 0 0
SILICON LABORATORIES INC COM 826919102 92,356 602,651 SH   SOLE   602,651 0 0
SIMPSON MFG INC COM 829073105 3,232 29,263 SH   SOLE   29,263 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 121,570 634,000 SH   SOLE   634,000 0 0
SMITH A O CORP COM 831865209 45,326 629,000 SH   SOLE   629,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 117,053 2,473,126 SH   SOLE   2,473,126 0 0
SPX FLOW INC COM 78469X107 19,742 302,600 SH   SOLE   302,600 0 0
STANLEY BLACK & DECKER INC COM 854502101 3,792 18,500 SH   SOLE   18,500 0 0
STATE STR CORP COM 857477103 5,549 67,435 SH   SOLE   67,435 0 0
STEELCASE INC CL A 858155203 1,558 103,090 SH   SOLE   103,090 0 0
SYNOPSYS INC COM 871607107 6,095 22,100 SH   SOLE   22,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,764 23,000 SH   SOLE   23,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 90,509 669,398 SH   SOLE   669,398 0 0
TERADYNE INC COM 880770102 37,509 280,000 SH   SOLE   280,000 0 0
TEXAS INSTRS INC COM 882508104 44,229 230,000 SH   SOLE   230,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 240,969 477,667 SH   SOLE   477,667 0 0
TOPBUILD CORP COM 89055F103 49,445 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 14,721 98,328 SH   SOLE   98,328 0 0
TREX CO INC COM 89531P105 976 9,552 SH   SOLE   9,552 0 0
TRIMBLE INC COM 896239100 54,381 664,562 SH   SOLE   664,562 0 0
UGI CORP NEW COM 902681105 41,679 900,000 SH   SOLE   900,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,323 73,227 SH   SOLE   73,227 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 63,364 285,000 SH   SOLE   285,000 0 0
V F CORP COM 918204108 17,477 213,036 SH   SOLE   213,036 0 0
VALMONT INDS INC COM 920253101 12,902 54,659 SH   SOLE   54,659 0 0
VERISK ANALYTICS INC COM 92345Y106 6,897 39,476 SH   SOLE   39,476 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 79,170 2,900,000 SH   SOLE   2,900,000 0 0
VISTEON CORP COM NEW 92839U206 42,329 350,000 SH   SOLE   350,000 0 0
WASTE MGMT INC DEL COM 94106L109 109,202 779,400 SH   SOLE   779,400 0 0
WATERS CORP COM 941848103 53,550 154,944 SH   SOLE   154,944 0 0
WORKDAY INC CL A 98138H101 3,440 14,408 SH   SOLE   14,408 0 0
WORKHORSE GROUP INC COM NEW 98138J206 4,479 270,000 SH   SOLE   270,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 866 36,851 SH   SOLE   36,851 0 0
XILINX INC COM 983919101 34,135 236,000 SH   SOLE   236,000 0 0
XPENG INC ADS 98422D105 307,831 6,930,000 SH   SOLE   6,930,000 0 0
XYLEM INC COM 98419M100 41,724 347,820 SH   SOLE   347,820 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 22,871 43,195 SH   SOLE   43,195 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,931 43,100 SH   SOLE   43,100 0 0
ZOETIS INC CL A 98978V103 1,723 9,247 SH   SOLE   9,247 0 0