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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,334,150 8,500 SH   DFND   8,500 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 19,615,527 172,323 SH   DFND   169,000 0 3,323
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,683,602 26,100 SH   DFND   26,100 0 0
AECOM COM 00766T100 BBG001SKTTF1 72,345,943 871,218 SH   DFND   856,237 0 14,981
AGCO CORP COM 001084102 BBG001S7WHW3 4,104,316 34,700 SH   DFND   34,700 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 170,047,470 1,520,725 SH   DFND   1,493,794 0 26,931
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 188,211,325 1,106,865 SH   DFND   1,085,365 0 21,500
ALCON AG ORD SHS H01301128 BBG00NPWGYR0 17,570,605 228,012 SH   DFND   228,012 0 0
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZM97 21,000,000 4,000,000 SH   DFND   4,000,000 0 0
AMBARELLA INC SHS G037AX101 BBG001V1SN18 20,761,775 391,510 SH   DFND   391,510 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 28,539,439 362,728 SH   DFND   356,000 0 6,728
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 72,449,466 585,072 SH   DFND   574,000 0 11,072
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 158,491,819 905,202 SH   DFND   889,702 0 15,500
ANSYS INC COM 03662Q105 BBG001S926L8 53,678,318 180,401 SH   DFND   177,000 0 3,401
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 35,346,474 228,617 SH   DFND   224,600 0 4,017
APTIV PLC SHS G6095L109 BBG001TRL2T7 42,746,160 433,575 SH   DFND   405,175 0 28,400
ARM HOLDINGS PLC SPONSORED ADR 042068205 BBG01J1GY084 35,590,800 665,000 SH   DFND   665,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 58,249,926 2,625,053 SH   DFND   2,625,053 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 133,346,874 644,468 SH   DFND   629,600 0 14,868
AVANGRID INC COM 05351W103 BBG00B8NWRH3 31,346,630 1,039,000 SH   DFND   1,039,000 0 0
AVANTOR INC COM 05352A100 BBG00G2HHYF5 171,886,320 8,154,000 SH   DFND   8,000,000 0 154,000
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 4,944,906 146,299 SH   DFND   146,299 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 19,120,536 463,753 SH   DFND   463,753 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 22,501,726 448,599 SH   DFND   440,000 0 8,599
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 19,592,813 371,076 SH   DFND   371,076 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,152,900 5,000 SH   DFND   5,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 3,417,266 14,585 SH   DFND   14,585 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 121,852,200 470,000 SH   DFND   460,000 0 10,000
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 5,206,936 19,600 SH   DFND   19,600 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 48,390,087 100,601 SH   DFND   98,700 0 1,901
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 48,328,212 288,768 SH   DFND   283,900 0 4,868
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 25,762,628 412,334 SH   DFND   343,936 0 68,398
COLUMBIA SPORTSWEAR CO COM 198516106 BBG001S90WD2 4,334,035 58,489 SH   DFND   58,489 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 84,389,395 2,925,109 SH   DFND   2,870,000 0 55,109
CORNING INC COM 219350105 BBG001S5RLH1 25,229,160 828,000 SH   DFND   828,000 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 15,143,190 216,889 SH   DFND   216,889 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 101,658,975 409,750 SH   DFND   402,000 0 7,750
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 16,242,159 31,594 SH   DFND   31,594 0 0
DESKTOP METAL INC COM CL A 25058X105 BBG00P17H1G9 1,659,588 1,136,704 SH   DFND   1,136,704 0 0
DOVER CORP COM 260003108 BBG001S5QL46 63,421,944 454,605 SH   DFND   446,000 0 8,605
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 4,088,875 87,500 SH   DFND   87,500 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 82,598,763 487,596 SH   DFND   479,047 0 8,549
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 10,820,048 510,139 SH   DFND   500,000 0 10,139
EQUINIX INC COM 29444U700 BBG001SKBNS9 3,122,918 4,300 SH   DFND   4,300 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 36,218,719 606,374 SH   DFND   595,000 0 11,374
FIRST SOLAR INC COM 336433107 BBG001S991Z7 129,756,770 803,000 SH   DFND   779,000 0 24,000
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001THLZ70 62,649,013 1,007,867 SH   DFND   988,894 0 18,973
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 33,014,743 369,996 SH   DFND   363,000 0 6,996
GENTHERM INC COM 37253A103 BBG001SF8XY5 19,552,049 360,340 SH   DFND   331,940 0 28,400
HUBBELL INC COM 443510607 BBG001S5S1L9 5,421,993 17,300 SH   DFND   17,300 0 0
ICF INTL INC COM 44925C103 BBG001S6L7P7 18,975,748 157,071 SH   DFND   154,000 0 3,071
IDEX CORP COM 45167R104 BBG001S67N14 58,323,816 280,376 SH   DFND   275,000 0 5,376
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 44,154,583 692,947 SH   DFND   680,000 0 12,947
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 8,069,147 118,368 SH   DFND   118,368 0 0
INVITATION HOMES INC COM 46187W107 BBG00FQH6CJ7 3,961,250 125,000 SH   DFND   125,000 0 0
IPG PHOTONICS CORP COM 44980X109 BBG001SG95B8 36,249,780 357,000 SH   DFND   357,000 0 0
ITRON INC COM 465741106 BBG001S6DJQ9 48,840,808 806,220 SH   DFND   780,120 0 26,100
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 18,523,400 140,000 SH   DFND   140,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 119,752,048 1,393,600 SH   DFND   1,362,000 0 31,600
LEAR CORP COM NEW 521865204 BBG001T60092 5,233,800 39,000 SH   DFND   39,000 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 30,712,545 82,483 SH   DFND   71,075 0 11,408
LINDSAY CORP COM 535555106 BBG001SB90F6 15,851,143 134,697 SH   DFND   132,160 0 2,537
LIVENT CORP COM 53814L108 BBG00LV3NRJ7 16,240,382 882,150 SH   DFND   882,150 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 31,735,910 641,000 SH   DFND   641,000 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 33,026,580 731,000 SH   DFND   731,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 117,083,190 2,163,000 SH   DFND   2,107,000 0 56,000
MASCO CORP COM 574599106 BBG001S5SZ70 52,567,273 983,485 SH   DFND   965,000 0 18,485
MAXIMUS INC COM 577933104 BBG001S6G4K5 9,847,604 131,864 SH   DFND   131,864 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 9,416,208 120,166 SH   DFND   120,166 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 57,022,390 51,461 SH   DFND   50,500 0 961
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 112,825,020 244,210 SH   DFND   240,910 0 3,300
NIKE INC CL B 654106103 BBG001S6NTK2 6,397,265 66,903 SH   DFND   66,903 0 0
NIO INC SPON ADS 62914V106 BBG00LPXZBW5 9,926,734 1,098,090 SH   DFND   838,090 0 260,000
NOMAD FOODS LTD USD ORD SHS G6564A105 BBG0029T14K0 11,006,739 723,176 SH   DFND   723,176 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 69,724,242 1,315,800 SH   DFND   1,280,800 0 35,000
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,002,862 13,800 SH   DFND   13,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 101,856,241 509,485 SH   DFND   491,585 0 17,900
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 215,238,273 2,315,635 SH   DFND   2,275,635 0 40,000
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 66,692,960 523,000 SH   DFND   523,000 0 0
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 51,153,750 375,000 SH   DFND   375,000 0 0
PENTAIR PLC SHS G7S00T104 BBG001S69VB3 116,882,038 1,805,128 SH   DFND   1,771,000 0 34,128
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 47,131,400 6,201,500 SH   DFND   6,046,000 0 155,500
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 80,155,642 1,050,395 SH   DFND   1,050,395 0 0
PTC INC COM 69370C100 BBG001S6DNK6 171,220,280 1,208,500 SH   DFND   1,174,000 0 34,500
QUALCOMM INC COM 747525103 BBG001S6VS70 35,399,042 318,738 SH   DFND   294,438 0 24,300
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 147,429,867 788,100 SH   DFND   763,500 0 24,600
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 131,163,840 918,000 SH   DFND   897,000 0 21,000
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 4,916,595 34,500 SH   DFND   34,500 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 17,916,425 1,133,951 SH   DFND   1,112,368 0 21,583
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 32,768,806 67,665 SH   DFND   66,400 0 1,265
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG001SF0100 4,815,243 82,340 SH   DFND   82,340 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 3,420,050 187,400 SH   DFND   187,400 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 5,690,520 132,000 SH   DFND   132,000 0 0
SILICON LABORATORIES INC COM 826919102 BBG001S5W492 41,448,174 357,651 SH   DFND   344,651 0 13,000
SMITH A O CORP COM 831865209 BBG001S5NRY3 74,676,046 1,129,231 SH   DFND   1,108,000 0 21,231
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 3,360,940 22,000 SH   DFND   22,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 71,001,333 1,189,900 SH   DFND   1,131,400 0 58,500
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 82,640,331 638,100 SH   DFND   625,000 0 13,100
SPX TECHNOLOGIES INC COM 78473E103 BBG001S5W9N5 10,977,197 134,855 SH   DFND   132,361 0 2,494
STERICYCLE INC COM 858912108 BBG001S7P0T2 45,590,429 1,019,692 SH   DFND   1,000,000 0 19,692
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 41,937,709 971,680 SH   DFND   971,680 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 44,981,128 3,581,300 SH   DFND   3,500,000 0 81,300
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,983,305 6,500 SH   DFND   6,500 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 42,360,290 342,915 SH   DFND   342,915 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 68,502,669 681,890 SH   DFND   681,890 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 58,910,545 235,435 SH   DFND   212,735 0 22,700
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 36,142,548 237,733 SH   DFND   234,000 0 3,733
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 43,508,953 273,624 SH   DFND   273,624 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 135,138,785 266,983 SH   DFND   263,623 0 3,360
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 42,998,440 170,900 SH   DFND   170,900 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 1,392,838 22,600 SH   DFND   22,600 0 0
TRIMBLE INC COM 896239100 BBG001S5SZP0 27,451,311 509,679 SH   DFND   500,000 0 9,679
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 15,709,048 31,157 SH   DFND   31,157 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 28,226,802 179,800 SH   DFND   166,000 0 13,800
VALMONT INDS INC COM 920253101 BBG001S5X650 21,938,619 91,331 SH   DFND   89,611 0 1,720
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 16,912,000 200,000 SH   DFND   200,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 103,464,360 2,781,300 SH   DFND   2,700,000 0 81,300
WATERS CORP COM 941848103 BBG001S8MDG9 86,437,847 315,225 SH   DFND   309,814 0 5,411
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 32,673,350 189,060 SH   DFND   185,485 0 3,575
WESCO INTL INC COM 95082P105 BBG001SCRP78 3,379,770 23,500 SH   DFND   23,500 0 0
XPENG INC ADS 98422D105 BBG00WKJG3N6 41,334,419 2,251,330 SH   DFND   2,251,330 0 0
XYLEM INC COM 98419M100 BBG001V05C73 139,132,892 1,528,429 SH   DFND   1,500,800 0 27,629