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 28,785 103,672 SH   SOLE   103,672 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 37,001 410,800 SH   SOLE   410,800 0 0
AECOM COM 00766T100 55,417 849,686 SH   SOLE   849,686 0 0
AGCO CORP COM 001084102 4,325 43,815 SH   SOLE   43,815 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 89,083 750,046 SH   SOLE   750,046 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 0 135,002 SH   SOLE   135,002 0 0
ALBEMARLE CORP COM 012653101 215,881 1,033,020 SH   SOLE   1,033,020 0 0
ALCON AG ORD SHS H01301128 23,179 331,653 SH   SOLE   331,653 0 0
ALPHABET INC CAP STK CL A 02079K305 7,852 3,603 SH   SOLE   3,603 0 0
AMAZON COM INC COM 023135106 3,676 34,610 SH   SOLE   34,610 0 0
AMBARELLA INC SHS G037AX101 24,371 372,300 SH   SOLE   372,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 26,135 175,675 SH   SOLE   175,675 0 0
ANALOG DEVICES INC COM 032654105 133,741 915,467 SH   SOLE   915,467 0 0
ANSYS INC COM 03662Q105 66,028 275,934 SH   SOLE   275,934 0 0
AON PLC SHS CL A G0403H108 1,839 6,819 SH   SOLE   6,819 0 0
API GROUP CORP COM STK 00187Y100 47,537 3,175,500 SH   SOLE   3,175,500 0 0
APPLE INC COM 037833100 4,065 29,735 SH   SOLE   29,735 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,466 36,040 SH   SOLE   36,040 0 0
APTIV PLC SHS G6095L109 43,595 489,450 SH   SOLE   489,450 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 38,315 3,480,053 SH   SOLE   3,480,053 0 0
AUTODESK INC COM 052769106 21,495 125,000 SH   SOLE   125,000 0 0
AVANGRID INC COM 05351W103 44,967 975,000 SH   SOLE   975,000 0 0
AVANTOR INC COM 05352A100 180,409 5,800,930 SH   SOLE   5,800,930 0 0
BALLARD PWR SYS INC NEW COM 058586108 0 5,336,000 SH   SOLE   5,336,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 0 239,446 SH   SOLE   239,446 0 0
BENTLEY SYS INC COM CL B 08265T208 23,029 691,557 SH   SOLE   691,557 0 0
BOSTON SCIENTIFIC CORP COM 101137107 25,319 679,344 SH   SOLE   679,344 0 0
BROADCOM INC COM 11135F101 3,255 6,700 SH   SOLE   6,700 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,292 42,685 SH   SOLE   42,685 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,005 6,700 SH   SOLE   6,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,179 40,109 SH   SOLE   40,109 0 0
CBRE GROUP INC CL A 12504L109 7,318 99,415 SH   SOLE   99,415 0 0
CINTAS CORP COM 172908105 26,306 70,425 SH   SOLE   70,425 0 0
CISCO SYS INC COM 17275R102 12,643 296,506 SH   SOLE   296,506 0 0
CLEAN HARBORS INC COM 184496107 2,157 24,600 SH   SOLE   24,600 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 26,794 519,162 SH   SOLE   519,162 0 0
COLGATE PALMOLIVE CO COM 194162103 16,796 209,585 SH   SOLE   209,585 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 0 397,731 SH   SOLE   397,731 0 0
COMFORT SYS USA INC COM 199908104 28,362 341,095 SH   SOLE   341,095 0 0
CONSTELLIUM SE CL A SHS F21107101 35,667 2,700,000 SH   SOLE   2,700,000 0 0
CORE & MAIN INC CL A 21874C102 55,324 2,480,878 SH   SOLE   2,480,878 0 0
CORNING INC COM 219350105 34,661 1,100,000 SH   SOLE   1,100,000 0 0
CROWN HLDGS INC COM 228368106 15,831 171,760 SH   SOLE   171,760 0 0
CVS HEALTH CORP COM 126650100 47,371 511,237 SH   SOLE   511,237 0 0
DANAHER CORPORATION COM 235851102 0 537,274 SH   SOLE   537,274 0 0
DECKERS OUTDOOR CORP COM 243537107 18,045 70,669 SH   SOLE   70,669 0 0
DENTSPLY SIRONA INC COM 24906P109 15,758 441,018 SH   SOLE   441,018 0 0
DESKTOP METAL INC COM CL A 25058X105 2,926 1,330,000 SH   SOLE   1,330,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 3,531 3,300,000 SH   SOLE   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 18,293 2,771,668 SH   SOLE   2,771,668 0 0
DOVER CORP COM 260003108 41,886 345,253 SH   SOLE   345,253 0 0
EBAY INC. COM 278642103 3,198 76,756 SH   SOLE   76,756 0 0
ECOLAB INC COM 278865100 136,419 887,222 SH   SOLE   887,222 0 0
ELEVANCE HEALTH INC COM 036752103 9,496 19,677 SH   SOLE   19,677 0 0
ENTEGRIS INC COM 29362U104 2,211 24,000 SH   SOLE   24,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 13,283 408,593 SH   SOLE   408,593 0 0
FEDERAL SIGNAL CORP COM 313855108 33,962 954,000 SH   SOLE   954,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,819 33,417 SH   SOLE   33,417 0 0
FIRST SOLAR INC COM 336433107 79,985 1,174,000 SH   SOLE   1,174,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 62,377 1,041,700 SH   SOLE   1,041,700 0 0
FRANKLIN ELEC INC COM 353514102 0 214,447 SH   SOLE   214,447 0 0
GENTHERM INC COM 37253A103 26,481 424,300 SH   SOLE   424,300 0 0
GODADDY INC CL A 380237107 1,774 25,500 SH   SOLE   25,500 0 0
GRAINGER W W INC COM 384802104 695 1,530 SH   SOLE   1,530 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,225 201,670 SH   SOLE   201,670 0 0
HOME DEPOT INC COM 437076102 0 48,637 SH   SOLE   48,637 0 0
HP INC COM 40434L105 6,111 186,437 SH   SOLE   186,437 0 0
IDEX CORP COM 45167R104 52,496 289,029 SH   SOLE   289,029 0 0
II-VI INC COM 902104108 24,813 487,000 SH   SOLE   487,000 0 0
INGERSOLL RAND INC COM 45687V106 44,474 1,056,900 SH   SOLE   1,056,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 81,633 685,300 SH   SOLE   685,300 0 0
IPG PHOTONICS CORP COM 44980X109 54,125 575,000 SH   SOLE   575,000 0 0
ITRON INC COM 465741106 43,479 879,600 SH   SOLE   879,600 0 0
JOHNSON CTLS INTL PLC SHS G51502105 103,995 2,172,000 SH   SOLE   2,172,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 20,168 255,000 SH   SOLE   255,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,377 24,500 SH   SOLE   24,500 0 0
KROGER CO COM 501044101 3,218 68,000 SH   SOLE   68,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 74,254 1,531,000 SH   SOLE   1,531,000 0 0
LAUDER ESTEE COS INC CL A 518439104 9,184 36,063 SH   SOLE   36,063 0 0
LESLIES INC COM 527064109 20,777 1,368,677 SH   SOLE   1,368,677 0 0
LILLY ELI & CO COM 532457108 2,608 8,043 SH   SOLE   8,043 0 0
LINDE PLC SHS G5494J103 14,753 51,309 SH   SOLE   51,309 0 0
LKQ CORP COM 501889208 41,236 840,000 SH   SOLE   840,000 0 0
LOWES COS INC COM 548661107 8,941 51,187 SH   SOLE   51,187 0 0
LUMENTUM HLDGS INC COM 55024U109 58,135 732,000 SH   SOLE   732,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 9,072 600,000 SH   SOLE   600,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 63,206 1,452,000 SH   SOLE   1,452,000 0 0
MASCO CORP COM 574599106 73,547 1,453,500 SH   SOLE   1,453,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,824 46,988 SH   SOLE   46,988 0 0
MAXIMUS INC COM 577933104 14,241 227,826 SH   SOLE   227,826 0 0
MEDTRONIC PLC SHS G5960L103 16,124 179,660 SH   SOLE   179,660 0 0
MERCK & CO INC COM 58933Y105 22,514 246,948 SH   SOLE   246,948 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 33,544 29,200 SH   SOLE   29,200 0 0
MICRON TECHNOLOGY INC COM 595112103 2,244 40,585 SH   SOLE   40,585 0 0
MICROSOFT CORP COM 594918104 39,269 152,897 SH   SOLE   152,897 0 0
MONOLITHIC PWR SYS INC COM 609839105 90,413 235,425 SH   SOLE   235,425 0 0
MUELLER WTR PRODS INC COM SER A 624758108 29,946 2,552,899 SH   SOLE   2,552,899 0 0
NATIONAL INSTRS CORP COM 636518102 23,423 750,000 SH   SOLE   750,000 0 0
NIKE INC CL B 654106103 11,413 111,672 SH   SOLE   111,672 0 0
NIO INC SPON ADS 62914V106 27,096 1,247,500 SH   SOLE   1,247,500 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 30,449 1,523,188 SH   SOLE   1,523,188 0 0
NVIDIA CORPORATION COM 67066G104 8,111 53,508 SH   SOLE   53,508 0 0
NXP SEMICONDUCTORS N V COM N6596X109 117,163 791,480 SH   SOLE   791,480 0 0
ON SEMICONDUCTOR CORP COM 682189105 220,703 4,386,853 SH   SOLE   4,386,853 0 0
ONTO INNOVATION INC COM 683344105 78,806 1,130,000 SH   SOLE   1,130,000 0 0
OWENS CORNING NEW COM 690742101 37,155 500,000 SH   SOLE   500,000 0 0
PACKAGING CORP AMER COM 695156109 275 2,000 SH   SOLE   2,000 0 0
PAYPAL HLDGS INC COM 70450Y103 0 49,682 SH   SOLE   49,682 0 0
PENTAIR PLC SHS G7S00T104 135,209 2,954,100 SH   SOLE   2,954,100 0 0
PERKINELMER INC COM 714046109 177,793 1,250,126 SH   SOLE   1,250,126 0 0
PLUG POWER INC COM NEW 72919P202 16,984 1,025,000 SH   SOLE   1,025,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 16,238 102,921 SH   SOLE   102,921 0 0
POOL CORP COM 73278L105 41,581 118,387 SH   SOLE   118,387 0 0
POWER INTEGRATIONS INC COM 739276103 88,261 1,176,650 SH   SOLE   1,176,650 0 0
PROCTER AND GAMBLE CO COM 742718109 8,424 58,586 SH   SOLE   58,586 0 0
PTC INC COM 69370C100 139,093 1,308,000 SH   SOLE   1,308,000 0 0
QUALCOMM INC COM 747525103 48,067 376,288 SH   SOLE   376,288 0 0
REGAL REXNORD CORPORATION COM 758750103 6,889 60,683 SH   SOLE   60,683 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 14,858 126,675 SH   SOLE   126,675 0 0
REPUBLIC SVCS INC COM 760759100 0 82,525 SH   SOLE   82,525 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 26,178 1,348,000 SH   SOLE   1,348,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 42,849 108,575 SH   SOLE   108,575 0 0
S&P GLOBAL INC COM 78409V104 4,127 12,245 SH   SOLE   12,245 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 0 43,700 SH   SOLE   43,700 0 0
SILICON LABORATORIES INC COM 826919102 48,047 342,651 SH   SOLE   342,651 0 0
SMITH A O CORP COM 831865209 0 2,476,400 SH   SOLE   2,476,400 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 120,209 1,439,110 SH   SOLE   1,439,110 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 99,346 363,000 SH   SOLE   363,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,346 41,441 SH   SOLE   41,441 0 0
STATE STR CORP COM 857477103 5,001 81,115 SH   SOLE   81,115 0 0
SUNRUN INC COM 86771W105 0 2,500,000 SH   SOLE   2,500,000 0 0
SYNOPSYS INC COM 871607107 0 16,595 SH   SOLE   16,595 0 0
TE CONNECTIVITY LTD SHS H84989104 62,729 554,386 SH   SOLE   554,386 0 0
TERADYNE INC COM 880770102 67,395 752,600 SH   SOLE   752,600 0 0
TESLA INC COM 88160R101 25,472 37,825 SH   SOLE   37,825 0 0
TEXAS INSTRS INC COM 882508104 40,413 263,019 SH   SOLE   263,019 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 208,269 383,355 SH   SOLE   383,355 0 0
TOPBUILD CORP COM 89055F103 46,129 275,959 SH   SOLE   275,959 0 0
TRAVELERS COMPANIES INC COM 89417E109 17,663 104,434 SH   SOLE   104,434 0 0
TRIMBLE INC COM 896239100 55,293 949,554 SH   SOLE   949,554 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,844 100,936 SH   SOLE   100,936 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 32,567 322,000 SH   SOLE   322,000 0 0
V F CORP COM 918204108 10,629 240,636 SH   SOLE   240,636 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 24,076 2,929,000 SH   SOLE   2,929,000 0 0
VISA INC COM CL A 92826C839 8,235 41,823 SH   SOLE   41,823 0 0
VISTEON CORP COM NEW 92839U206 32,918 317,800 SH   SOLE   317,800 0 0
WATERS CORP COM 941848103 11,173 33,756 SH   SOLE   33,756 0 0
WATSCO INC COM 942622200 1,839 7,700 SH   SOLE   7,700 0 0
WESCO INTL INC COM 95082P105 2,988 27,900 SH   SOLE   27,900 0 0
WESTROCK CO COM 96145D105 2,908 73,000 SH   SOLE   73,000 0 0
XPENG INC ADS 98422D105 177,005 5,576,720 SH   SOLE   5,576,720 0 0
XYLEM INC COM 98419M100 60,682 776,178 SH   SOLE   776,178 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 9,591 32,628 SH   SOLE   32,628 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 33,387 1,225,652 SH   SOLE   1,225,652 0 0