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 22,954 89,211 SH   SOLE   89,211 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 49,107 394,849 SH   SOLE   394,849 0 0
AECOM COM 00766T100 56,786 830,572 SH   SOLE   830,572 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 102,511 843,368 SH   SOLE   843,368 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,865 135,272 SH   SOLE   135,272 0 0
ALBEMARLE CORP COM 012653101 252,046 953,130 SH   SOLE   953,130 0 0
ALCON AG ORD SHS H01301128 19,296 331,653 SH   SOLE   331,653 0 0
ALPHABET INC CAP STK CL A 02079K305 6,893 72,060 SH   SOLE   72,060 0 0
AMAZON COM INC COM 023135106 3,911 34,610 SH   SOLE   34,610 0 0
AMBARELLA INC SHS G037AX101 20,928 372,510 SH   SOLE   372,510 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 17,726 136,184 SH   SOLE   136,184 0 0
ANALOG DEVICES INC COM 032654105 129,594 930,057 SH   SOLE   930,057 0 0
ANSYS INC COM 03662Q105 52,487 236,747 SH   SOLE   236,747 0 0
AON PLC SHS CL A G0403H108 1,827 6,819 SH   SOLE   6,819 0 0
API GROUP CORP COM STK 00187Y100 0 2,561,384 SH   SOLE   2,561,384 0 0
APPLE INC COM 037833100 4,152 30,044 SH   SOLE   30,044 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,906 38,000 SH   SOLE   38,000 0 0
APTIV PLC SHS G6095L109 0 489,710 SH   SOLE   489,710 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 50,155 3,025,053 SH   SOLE   3,025,053 0 0
AUTODESK INC COM 052769106 72,534 388,300 SH   SOLE   388,300 0 0
AVANGRID INC COM 05351W103 42,326 1,015,000 SH   SOLE   1,015,000 0 0
AVANTOR INC COM 05352A100 124,289 6,341,300 SH   SOLE   6,341,300 0 0
BALLARD PWR SYS INC NEW COM 058586108 32,544 5,319,700 SH   SOLE   5,319,700 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 11,851 574,989 SH   SOLE   574,989 0 0
BENTLEY SYS INC COM CL B 08265T208 16,555 541,200 SH   SOLE   541,200 0 0
BK OF AMERICA CORP COM 060505104 2,802 92,781 SH   SOLE   92,781 0 0
BOSTON SCIENTIFIC CORP COM 101137107 26,311 679,344 SH   SOLE   679,344 0 0
BOX INC CL A 10316T104 2,361 96,800 SH   SOLE   96,800 0 0
BROADCOM INC COM 11135F101 3,463 7,800 SH   SOLE   7,800 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 7,224 122,603 SH   SOLE   122,603 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,144 7,000 SH   SOLE   7,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,697 40,109 SH   SOLE   40,109 0 0
CBRE GROUP INC CL A 12504L109 6,712 99,415 SH   SOLE   99,415 0 0
CINTAS CORP COM 172908105 0 112,187 SH   SOLE   112,187 0 0
CISCO SYS INC COM 17275R102 11,653 291,322 SH   SOLE   291,322 0 0
CLEAN HARBORS INC COM 184496107 13,441 122,209 SH   SOLE   122,209 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 25,962 609,140 SH   SOLE   609,140 0 0
COHERENT CORP COM 19247G107 17,704 508,000 SH   SOLE   508,000 0 0
COLGATE PALMOLIVE CO COM 194162103 15,637 222,585 SH   SOLE   222,585 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 0 398,224 SH   SOLE   398,224 0 0
COMFORT SYS USA INC COM 199908104 18,344 188,474 SH   SOLE   188,474 0 0
CONSTELLIUM SE CL A SHS F21107101 22,632 2,232,000 SH   SOLE   2,232,000 0 0
CORE & MAIN INC CL A 21874C102 0 2,551,007 SH   SOLE   2,551,007 0 0
CORNING INC COM 219350105 0 908,000 SH   SOLE   908,000 0 0
CROWN HLDGS INC COM 228368106 0 145,258 SH   SOLE   145,258 0 0
CVS HEALTH CORP COM 126650100 51,189 536,746 SH   SOLE   536,746 0 0
DANAHER CORPORATION COM 235851102 0 515,312 SH   SOLE   515,312 0 0
DECKERS OUTDOOR CORP COM 243537107 22,092 70,669 SH   SOLE   70,669 0 0
DENTSPLY SIRONA INC COM 24906P109 11,204 395,187 SH   SOLE   395,187 0 0
DESKTOP METAL INC COM CL A 25058X105 2,944 1,136,704 SH   SOLE   1,136,704 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 1,419 3,300,000 SH   SOLE   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 12,398 2,551,000 SH   SOLE   2,551,000 0 0
DOVER CORP COM 260003108 53,531 459,182 SH   SOLE   459,182 0 0
EBAY INC. COM 278642103 2,825 76,756 SH   SOLE   76,756 0 0
ECOLAB INC COM 278865100 100,629 696,783 SH   SOLE   696,783 0 0
ELEVANCE HEALTH INC COM 036752103 8,938 19,677 SH   SOLE   19,677 0 0
ENERGY RECOVERY INC COM 29270J100 0 510,139 SH   SOLE   510,139 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 13,493 408,000 SH   SOLE   408,000 0 0
FEDERAL SIGNAL CORP COM 313855108 26,281 704,200 SH   SOLE   704,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,363 33,417 SH   SOLE   33,417 0 0
FIRST SOLAR INC COM 336433107 144,174 1,090,000 SH   SOLE   1,090,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 53,751 1,001,141 SH   SOLE   1,001,141 0 0
FRANKLIN ELEC INC COM 353514102 17,506 214,248 SH   SOLE   214,248 0 0
GENTHERM INC COM 37253A103 20,623 414,700 SH   SOLE   414,700 0 0
GODADDY INC CL A 380237107 2,835 40,000 SH   SOLE   40,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 4,638 202,357 SH   SOLE   202,357 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 11,928 403,365 SH   SOLE   403,365 0 0
HOME DEPOT INC COM 437076102 10,397 37,679 SH   SOLE   37,679 0 0
HP INC COM 40434L105 4,646 186,437 SH   SOLE   186,437 0 0
HUBBELL INC COM 443510607 3,055 13,700 SH   SOLE   13,700 0 0
IDEX CORP COM 45167R104 57,908 289,759 SH   SOLE   289,759 0 0
INGERSOLL RAND INC COM 45687V106 50,643 1,170,671 SH   SOLE   1,170,671 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 73,309 807,100 SH   SOLE   807,100 0 0
IPG PHOTONICS CORP COM 44980X109 40,235 477,000 SH   SOLE   477,000 0 0
ITRON INC COM 465741106 38,265 908,700 SH   SOLE   908,700 0 0
JOHNSON CTLS INTL PLC SHS G51502105 116,012 2,357,000 SH   SOLE   2,357,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 12,926 210,700 SH   SOLE   210,700 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,855 24,500 SH   SOLE   24,500 0 0
KROGER CO COM 501044101 1,391 31,800 SH   SOLE   31,800 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 85,183 1,731,000 SH   SOLE   1,731,000 0 0
LAUDER ESTEE COS INC CL A 518439104 7,786 36,063 SH   SOLE   36,063 0 0
LILLY ELI & CO COM 532457108 10,406 32,182 SH   SOLE   32,182 0 0
LINDE PLC SHS G5494J103 13,857 51,402 SH   SOLE   51,402 0 0
LKQ CORP COM 501889208 35,749 758,200 SH   SOLE   758,200 0 0
LOWES COS INC COM 548661107 9,649 51,376 SH   SOLE   51,376 0 0
LUMENTUM HLDGS INC COM 55024U109 52,182 761,000 SH   SOLE   761,000 0 0
LUXFER HLDGS PLC SHS G5698W116 7,177 494,987 SH   SOLE   494,987 0 0
MARVELL TECHNOLOGY INC COM 573874104 73,505 1,713,000 SH   SOLE   1,713,000 0 0
MASCO CORP COM 574599106 46,214 989,800 SH   SOLE   989,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,383 47,066 SH   SOLE   47,066 0 0
MAXIMUS INC COM 577933104 13,184 227,826 SH   SOLE   227,826 0 0
MEDTRONIC PLC SHS G5960L103 14,508 179,660 SH   SOLE   179,660 0 0
MERCK & CO INC COM 58933Y105 21,308 247,421 SH   SOLE   247,421 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 42,115 38,847 SH   SOLE   38,847 0 0
MICROSOFT CORP COM 594918104 41,315 177,392 SH   SOLE   177,392 0 0
MONOLITHIC PWR SYS INC COM 609839105 87,754 241,480 SH   SOLE   241,480 0 0
MUELLER WTR PRODS INC COM SER A 624758108 12,981 1,264,000 SH   SOLE   1,264,000 0 0
NATIONAL INSTRS CORP COM 636518102 25,776 683,000 SH   SOLE   683,000 0 0
NIKE INC CL B 654106103 9,282 111,672 SH   SOLE   111,672 0 0
NIO INC SPON ADS 62914V106 19,682 1,248,090 SH   SOLE   1,248,090 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 0 1,524,665 SH   SOLE   1,524,665 0 0
NVIDIA CORPORATION COM 67066G104 6,506 53,597 SH   SOLE   53,597 0 0
NXP SEMICONDUCTORS N V COM N6596X109 109,329 741,160 SH   SOLE   741,160 0 0
ON SEMICONDUCTOR CORP COM 682189105 230,603 3,699,716 SH   SOLE   3,699,716 0 0
ONTO INNOVATION INC COM 683344105 41,908 654,298 SH   SOLE   654,298 0 0
OWENS CORNING NEW COM 690742101 32,466 413,000 SH   SOLE   413,000 0 0
PAYPAL HLDGS INC COM 70450Y103 6,822 79,258 SH   SOLE   79,258 0 0
PENTAIR PLC SHS G7S00T104 120,231 2,959,178 SH   SOLE   2,959,178 0 0
PERKINELMER INC COM 714046109 135,672 1,127,500 SH   SOLE   1,127,500 0 0
PLUG POWER INC COM NEW 72919P202 52,315 2,490,000 SH   SOLE   2,490,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 15,429 103,257 SH   SOLE   103,257 0 0
POOL CORP COM 73278L105 32,144 101,016 SH   SOLE   101,016 0 0
POWER INTEGRATIONS INC COM 739276103 76,812 1,194,220 SH   SOLE   1,194,220 0 0
PROCTER AND GAMBLE CO COM 742718109 8,281 65,593 SH   SOLE   65,593 0 0
PTC INC COM 69370C100 137,654 1,316,000 SH   SOLE   1,316,000 0 0
QUALCOMM INC COM 747525103 41,924 371,078 SH   SOLE   371,078 0 0
QUANTA SVCS INC COM 74762E102 102,422 804,000 SH   SOLE   804,000 0 0
REGAL REXNORD CORPORATION COM 758750103 8,543 60,863 SH   SOLE   60,863 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 18,355 145,894 SH   SOLE   145,894 0 0
REPUBLIC SVCS INC COM 760759100 0 67,995 SH   SOLE   67,995 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 20,619 1,081,800 SH   SOLE   1,081,800 0 0
ROLLINS INC COM 775711104 1,665 48,000 SH   SOLE   48,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 36,677 101,982 SH   SOLE   101,982 0 0
S&P GLOBAL INC COM 78409V104 3,739 12,245 SH   SOLE   12,245 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 3,779 54,500 SH   SOLE   54,500 0 0
SILGAN HOLDINGS INC COM 827048109 3,363 80,000 SH   SOLE   80,000 0 0
SILICON LABORATORIES INC COM 826919102 44,025 356,651 SH   SOLE   356,651 0 0
SMITH A O CORP COM 831865209 92,258 1,899,092 SH   SOLE   1,899,092 0 0
SNOWFLAKE INC CL A 833445109 2,141 12,600 SH   SOLE   12,600 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 111,742 1,231,320 SH   SOLE   1,231,320 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 99,528 430,000 SH   SOLE   430,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 0 59,439 SH   SOLE   59,439 0 0
STATE STR CORP COM 857477103 4,252 69,929 SH   SOLE   69,929 0 0
STERICYCLE INC COM 858912108 22,765 540,600 SH   SOLE   540,600 0 0
SUNRUN INC COM 86771W105 71,624 2,596,000 SH   SOLE   2,596,000 0 0
SYNOPSYS INC COM 871607107 5,882 19,253 SH   SOLE   19,253 0 0
TE CONNECTIVITY LTD SHS H84989104 53,898 488,384 SH   SOLE   488,384 0 0
TERADYNE INC COM 880770102 48,974 651,685 SH   SOLE   651,685 0 0
TESLA INC COM 88160R101 37,878 142,800 SH   SOLE   142,800 0 0
TEXAS INSTRS INC COM 882508104 40,733 263,169 SH   SOLE   263,169 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 0 405,725 SH   SOLE   405,725 0 0
TOPBUILD CORP COM 89055F103 0 231,947 SH   SOLE   231,947 0 0
TRAVELERS COMPANIES INC COM 89417E109 9,682 63,199 SH   SOLE   63,199 0 0
TRIMBLE INC COM 896239100 43,072 793,667 SH   SOLE   793,667 0 0
UNITEDHEALTH GROUP INC COM 91324P102 47,794 94,635 SH   SOLE   94,635 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 25,286 268,000 SH   SOLE   268,000 0 0
V F CORP COM 918204108 7,197 240,636 SH   SOLE   240,636 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 29,597 3,045,000 SH   SOLE   3,045,000 0 0
VISA INC COM CL A 92826C839 12,705 71,517 SH   SOLE   71,517 0 0
WATERS CORP COM 941848103 9,098 33,756 SH   SOLE   33,756 0 0
WESCO INTL INC COM 95082P105 3,581 30,000 SH   SOLE   30,000 0 0
WESTROCK CO COM 96145D105 1,421 46,000 SH   SOLE   46,000 0 0
XPENG INC ADS 98422D105 68,009 5,691,170 SH   SOLE   5,691,170 0 0
XYLEM INC COM 98419M100 54,303 621,600 SH   SOLE   621,600 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 8,576 32,733 SH   SOLE   32,733 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 32,487 1,325,985 SH   SOLE   1,325,985 0 0