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 43,152 104,093 SH   SOLE   104,093 0 0
ADTALEM GLOBAL ED INC COM 00737L103 12,797 432,919 SH   SOLE   432,919 0 0
AECOM COM 00766T100 69,490 898,378 SH   SOLE   898,378 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 141,373 885,516 SH   SOLE   885,516 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 17,377 148,470 SH   SOLE   148,470 0 0
ALBEMARLE CORP COM 012653101 296,350 1,267,700 SH   SOLE   1,267,700 0 0
ALCON AG ORD SHS H01301128 33,802 387,998 SH   SOLE   387,998 0 0
ALPHABET INC CAP STK CL A 02079K305 9,276 3,202 SH   SOLE   3,202 0 0
AMAZON COM INC COM 023135106 5,292 1,587 SH   SOLE   1,587 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 62,033 328,461 SH   SOLE   328,461 0 0
ANALOG DEVICES INC COM 032654105 240,485 1,368,177 SH   SOLE   1,368,177 0 0
ANSYS INC COM 03662Q105 38,746 96,595 SH   SOLE   96,595 0 0
ANTHEM INC COM 036752103 8,101 17,477 SH   SOLE   17,477 0 0
AON PLC SHS CL A G0403H108 6,850 22,792 SH   SOLE   22,792 0 0
API GROUP CORP COM STK 00187Y100 67,309 2,611,902 SH   SOLE   2,611,902 0 0
APPLE INC COM 037833100 5,280 29,735 SH   SOLE   29,735 0 0
APTIV PLC SHS G6095L109 87,011 527,500 SH   SOLE   527,500 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 43,619 2,780,053 SH   SOLE   2,780,053 0 0
AUTODESK INC COM 052769106 35,149 125,000 SH   SOLE   125,000 0 0
AVANGRID INC COM 05351W103 51,680 1,036,096 SH   SOLE   1,036,096 0 0
AVANTOR INC COM 05352A100 191,804 4,551,596 SH   SOLE   4,551,596 0 0
AVERY DENNISON CORP COM 053611109 3,924 18,119 SH   SOLE   18,119 0 0
BALL CORP COM 058498106 2,030 21,082 SH   SOLE   21,082 0 0
BOSTON SCIENTIFIC CORP COM 101137107 30,035 707,036 SH   SOLE   707,036 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,169 35,623 SH   SOLE   35,623 0 0
CAVCO INDS INC DEL COM 149568107 5,086 16,010 SH   SOLE   16,010 0 0
CBRE GROUP INC CL A 12504L109 5,595 51,562 SH   SOLE   51,562 0 0
CERNER CORP COM 156782104 25,335 272,802 SH   SOLE   272,802 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,714 13,366 SH   SOLE   13,366 0 0
CISCO SYS INC COM 17275R102 19,721 311,210 SH   SOLE   311,210 0 0
COLGATE PALMOLIVE CO COM 194162103 11,000 128,900 SH   SOLE   128,900 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 39,414 404,491 SH   SOLE   404,491 0 0
COMFORT SYS USA INC COM 199908104 32,397 327,442 SH   SOLE   327,442 0 0
CONSTELLIUM SE CL A SHS F21107101 48,357 2,700,000 SH   SOLE   2,700,000 0 0
CORNING INC COM 219350105 61,430 1,650,000 SH   SOLE   1,650,000 0 0
CVS HEALTH CORP COM 126650100 51,038 494,750 SH   SOLE   494,750 0 0
DANAHER CORPORATION COM 235851102 130,088 395,391 SH   SOLE   395,391 0 0
DECKERS OUTDOOR CORP COM 243537107 26,942 73,549 SH   SOLE   73,549 0 0
DENTSPLY SIRONA INC COM 24906P109 24,243 434,539 SH   SOLE   434,539 0 0
DESKTOP METAL INC COM CL A 25058X105 4,950 1,000,000 SH   SOLE   1,000,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 7,194 3,300,000 SH   SOLE   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 22,844 1,716,317 SH   SOLE   1,716,317 0 0
DOVER CORP COM 260003108 42,598 234,570 SH   SOLE   234,570 0 0
EBAY INC. COM 278642103 4,533 68,169 SH   SOLE   68,169 0 0
ECOLAB INC COM 278865100 139,562 594,919 SH   SOLE   594,919 0 0
EMCOR GROUP INC COM 29084Q100 21,763 170,839 SH   SOLE   170,839 0 0
ETSY INC COM 29786A106 3,713 16,960 SH   SOLE   16,960 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 15,802 338,000 SH   SOLE   338,000 0 0
FEDERAL SIGNAL CORP COM 313855108 46,010 1,061,600 SH   SOLE   1,061,600 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,129 29,678 SH   SOLE   29,678 0 0
FIRST SOLAR INC COM 336433107 102,326 1,174,000 SH   SOLE   1,174,000 0 0
FORTIVE CORP COM 34959J108 5,920 77,604 SH   SOLE   77,604 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 69,528 650,400 SH   SOLE   650,400 0 0
GENERAC HLDGS INC COM 368736104 2,316 6,580 SH   SOLE   6,580 0 0
GRAINGER W W INC COM 384802104 4,031 7,778 SH   SOLE   7,778 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,105 196,882 SH   SOLE   196,882 0 0
HOME DEPOT INC COM 437076102 18,467 44,498 SH   SOLE   44,498 0 0
HP INC COM 40434L105 6,238 165,589 SH   SOLE   165,589 0 0
IDEX CORP COM 45167R104 51,803 219,205 SH   SOLE   219,205 0 0
IDEXX LABS INC COM 45168D104 3,865 5,869 SH   SOLE   5,869 0 0
II-VI INC COM 902104108 33,277 487,000 SH   SOLE   487,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,584 14,523 SH   SOLE   14,523 0 0
INGERSOLL RAND INC COM 45687V106 47,529 768,200 SH   SOLE   768,200 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 124,439 826,011 SH   SOLE   826,011 0 0
IPG PHOTONICS CORP COM 44980X109 94,677 550,000 SH   SOLE   550,000 0 0
ITRON INC COM 465741106 60,695 885,800 SH   SOLE   885,800 0 0
JOHNSON CTLS INTL PLC SHS G51502105 200,998 2,472,000 SH   SOLE   2,472,000 0 0
JOHNSON OUTDOORS INC CL A 479167108 728 7,773 SH   SOLE   7,773 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 28,182 300,000 SH   SOLE   300,000 0 0
KROGER CO COM 501044101 2,693 59,500 SH   SOLE   59,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 60,184 781,000 SH   SOLE   781,000 0 0
LAUDER ESTEE COS INC CL A 518439104 19,965 53,929 SH   SOLE   53,929 0 0
LEAR CORP COM NEW 521865204 2,744 14,998 SH   SOLE   14,998 0 0
LESLIES INC COM 527064109 73,559 3,109,000 SH   SOLE   3,109,000 0 0
LINDE PLC SHS G5494J103 71,836 207,361 SH   SOLE   207,361 0 0
LKQ CORP COM 501889208 63,032 1,050,000 SH   SOLE   1,050,000 0 0
LOWES COS INC COM 548661107 12,930 50,024 SH   SOLE   50,024 0 0
LUMENTUM HLDGS INC COM 55024U109 77,424 732,000 SH   SOLE   732,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 11,586 600,000 SH   SOLE   600,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 79,091 904,000 SH   SOLE   904,000 0 0
MASCO CORP COM 574599106 124,788 1,777,100 SH   SOLE   1,777,100 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,751 43,836 SH   SOLE   43,836 0 0
MAXIMUS INC COM 577933104 19,413 243,673 SH   SOLE   243,673 0 0
MEDTRONIC PLC SHS G5960L103 19,343 186,984 SH   SOLE   186,984 0 0
MERCK & CO INC COM 58933Y105 8,418 109,836 SH   SOLE   109,836 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 39,978 23,555 SH   SOLE   23,555 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 14,936 171,565 SH   SOLE   171,565 0 0
MICROSOFT CORP COM 594918104 49,055 145,857 SH   SOLE   145,857 0 0
MONOLITHIC PWR SYS INC COM 609839105 75,331 152,700 SH   SOLE   152,700 0 0
MUELLER WTR PRODS INC COM SER A 624758108 28,903 2,007,177 SH   SOLE   2,007,177 0 0
NIKE INC CL B 654106103 25,906 155,432 SH   SOLE   155,432 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 47,677 1,877,791 SH   SOLE   1,877,791 0 0
NVIDIA CORPORATION COM 67066G104 14,647 49,800 SH   SOLE   49,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109 204,319 897,000 SH   SOLE   897,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 333,421 4,909,019 SH   SOLE   4,909,019 0 0
ONTO INNOVATION INC COM 683344105 119,451 1,180,000 SH   SOLE   1,180,000 0 0
OWENS CORNING NEW COM 690742101 49,775 550,000 SH   SOLE   550,000 0 0
PACKAGING CORP AMER COM 695156109 1,987 14,595 SH   SOLE   14,595 0 0
PENTAIR PLC SHS G7S00T104 137,845 1,887,508 SH   SOLE   1,887,508 0 0
PERKINELMER INC COM 714046109 207,193 1,030,504 SH   SOLE   1,030,504 0 0
PNC FINL SVCS GROUP INC COM 693475105 15,107 75,341 SH   SOLE   75,341 0 0
POWER INTEGRATIONS INC COM 739276103 73,197 788,000 SH   SOLE   788,000 0 0
PROCTER AND GAMBLE CO COM 742718109 5,206 31,825 SH   SOLE   31,825 0 0
PTC INC COM 69370C100 157,253 1,298,000 SH   SOLE   1,298,000 0 0
QORVO INC COM 74736K101 47,433 303,300 SH   SOLE   303,300 0 0
QUALCOMM INC COM 747525103 73,148 400,000 SH   SOLE   400,000 0 0
REGAL REXNORD CORPORATION COM 758750103 10,064 59,138 SH   SOLE   59,138 0 0
REPUBLIC SVCS INC COM 760759100 13,901 99,686 SH   SOLE   99,686 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 32,558 1,250,800 SH   SOLE   1,250,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 52,328 150,000 SH   SOLE   150,000 0 0
ROLLINS INC COM 775711104 507 14,806 SH   SOLE   14,806 0 0
ROPER TECHNOLOGIES INC COM 776696106 29,935 60,861 SH   SOLE   60,861 0 0
S&P GLOBAL INC COM 78409V104 7,053 14,944 SH   SOLE   14,944 0 0
SILICON LABORATORIES INC COM 826919102 70,730 342,651 SH   SOLE   342,651 0 0
SIMPSON MFG INC COM 829073105 4,070 29,263 SH   SOLE   29,263 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,172 14,000 SH   SOLE   14,000 0 0
SMITH A O CORP COM 831865209 168,825 1,966,507 SH   SOLE   1,966,507 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 122,247 2,424,099 SH   SOLE   2,424,099 0 0
SPX FLOW INC COM 78469X107 74,388 860,180 SH   SOLE   860,180 0 0
STATE STR CORP COM 857477103 9,033 97,131 SH   SOLE   97,131 0 0
STEELCASE INC CL A 858155203 645 55,075 SH   SOLE   55,075 0 0
SUNRUN INC COM 86771W105 44,590 1,300,000 SH   SOLE   1,300,000 0 0
SYNOPSYS INC COM 871607107 9,224 25,032 SH   SOLE   25,032 0 0
TE CONNECTIVITY LTD SHS H84989104 97,124 601,986 SH   SOLE   601,986 0 0
TERADYNE INC COM 880770102 72,771 445,000 SH   SOLE   445,000 0 0
TEXAS INSTRS INC COM 882508104 52,753 279,900 SH   SOLE   279,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 289,475 433,839 SH   SOLE   433,839 0 0
TOPBUILD CORP COM 89055F103 68,978 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 18,191 116,290 SH   SOLE   116,290 0 0
TREX CO INC COM 89531P105 1,955 14,476 SH   SOLE   14,476 0 0
TRIMBLE INC COM 896239100 38,327 439,576 SH   SOLE   439,576 0 0
UGI CORP NEW COM 902681105 40,309 878,000 SH   SOLE   878,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 53,070 105,688 SH   SOLE   105,688 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 61,391 372,000 SH   SOLE   372,000 0 0
V F CORP COM 918204108 18,338 250,445 SH   SOLE   250,445 0 0
VERISK ANALYTICS INC COM 92345Y106 4,786 20,926 SH   SOLE   20,926 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 73,137 2,929,000 SH   SOLE   2,929,000 0 0
VISTEON CORP COM NEW 92839U206 36,287 326,500 SH   SOLE   326,500 0 0
WASTE MGMT INC DEL COM 94106L109 66,945 401,107 SH   SOLE   401,107 0 0
WATERS CORP COM 941848103 13,090 35,131 SH   SOLE   35,131 0 0
WORKDAY INC CL A 98138H101 4,984 18,246 SH   SOLE   18,246 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 834 36,851 SH   SOLE   36,851 0 0
XILINX INC COM 983919101 162,245 765,200 SH   SOLE   765,200 0 0
XPENG INC ADS 98422D105 236,853 4,706,000 SH   SOLE   4,706,000 0 0
XYLEM INC COM 98419M100 29,961 249,845 SH   SOLE   249,845 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 27,008 45,376 SH   SOLE   45,376 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,257 41,381 SH   SOLE   41,381 0 0
ZOETIS INC CL A 98978V103 2,606 10,679 SH   SOLE   10,679 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 23,110 634,880 SH   SOLE   634,880 0 0