The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 4,892,120 | 8,200 | SH | DFND | 8,200 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 3,847,401 | 26,100 | SH | DFND | 26,100 | 0 | 0 | ||
| AECOM | COM | 00766T100 | BBG001SKTTF1 | 72,740,099 | 786,975 | SH | DFND | 771,994 | 0 | 14,981 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | BBG001SCTQY4 | 180,529,898 | 1,298,496 | SH | DFND | 1,272,881 | 0 | 25,615 | ||
| ALBEMARLE CORP | COM | 012653101 | BBG001S7SBP9 | 147,439,673 | 1,020,485 | SH | DFND | 998,985 | 0 | 21,500 | ||
| ALCON AG | ORD SHS | H01301128 | BBG00NPWGYR0 | 11,572,619 | 148,139 | SH | DFND | 148,139 | 0 | 0 | ||
| ALTUS POWER INC | COM CL A | 02217A102 | BBG00Y48ZM97 | 27,320,000 | 4,000,000 | SH | DFND | 4,000,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | BBG001V1SN18 | 22,588,736 | 368,555 | SH | DFND | 368,555 | 0 | 0 | ||
| AMER STATES WTR CO | COM | 029899101 | BBG001S9T5Z6 | 26,275,466 | 326,728 | SH | DFND | 320,000 | 0 | 6,728 | ||
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 70,756,143 | 536,072 | SH | DFND | 525,000 | 0 | 11,072 | ||
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 59,511,411 | 299,715 | SH | DFND | 284,215 | 0 | 15,500 | ||
| ANSYS INC | COM | 03662Q105 | BBG001S926L8 | 64,118,356 | 176,693 | SH | DFND | 173,292 | 0 | 3,401 | ||
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG001S5NK14 | 32,228,789 | 186,628 | SH | DFND | 183,100 | 0 | 3,528 | ||
| APTIV PLC | SHS | G6095L109 | BBG001TRL2T7 | 35,874,991 | 399,855 | SH | DFND | 371,455 | 0 | 28,400 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | BBG01J1GY084 | 160,058,850 | 2,130,000 | SH | DFND | 2,099,000 | 0 | 31,000 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | BBG002MX7TQ9 | 48,720,000 | 2,900,000 | SH | DFND | 2,900,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | BBG001S5SCD4 | 142,793,229 | 586,468 | SH | DFND | 571,600 | 0 | 14,868 | ||
| AVANGRID INC | COM | 05351W103 | BBG00B8NWRH3 | 30,270,940 | 934,000 | SH | DFND | 934,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | BBG00G2HHYF5 | 146,652,455 | 6,423,673 | SH | DFND | 6,289,347 | 0 | 134,326 | ||
| BATH & BODY WORKS INC | COM | 070830104 | BBG001S5SWL1 | 7,050,704 | 163,362 | SH | DFND | 163,362 | 0 | 0 | ||
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | BBG013QNJHW0 | 11,126,076 | 200,723 | SH | DFND | 200,723 | 0 | 0 | ||
| BENTLEY SYS INC | COM CL B | 08265T208 | BBG001SBWGV7 | 21,540,478 | 412,811 | SH | DFND | 404,212 | 0 | 8,599 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 15,522,447 | 268,508 | SH | DFND | 268,508 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 5,581,250 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 3,972,516 | 14,585 | SH | DFND | 14,585 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | BBG001S5Q6R4 | 133,407,610 | 427,000 | SH | DFND | 417,000 | 0 | 10,000 | ||
| CAVCO INDS INC DEL | COM | 149568107 | BBG001SJQBM8 | 6,239,160 | 18,000 | SH | DFND | 18,000 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | BBG001S7CRG1 | 63,173,231 | 104,824 | SH | DFND | 102,642 | 0 | 2,182 | ||
| CLEAN HARBORS INC | COM | 184496107 | BBG001S5PW98 | 46,832,900 | 268,368 | SH | DFND | 263,500 | 0 | 4,868 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | BBG00B6BFX96 | 24,264,329 | 363,565 | SH | DFND | 336,890 | 0 | 26,675 | ||
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | BBG001S90WD2 | 3,738,380 | 47,000 | SH | DFND | 47,000 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | BBG01163K3R5 | 62,731,393 | 1,552,373 | SH | DFND | 1,520,000 | 0 | 32,373 | ||
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 15,864,450 | 521,000 | SH | DFND | 521,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | BBG001S5QBD8 | 14,609,179 | 185,020 | SH | DFND | 185,020 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 65,047,487 | 281,177 | SH | DFND | 275,300 | 0 | 5,877 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | BBG001S7GXB9 | 13,502,286 | 20,200 | SH | DFND | 20,200 | 0 | 0 | ||
| DESKTOP METAL INC | COM CL A | 25058X105 | BBG00P17H1G9 | 853,665 | 1,136,704 | SH | DFND | 1,136,704 | 0 | 0 | ||
| DOVER CORP | COM | 260003108 | BBG001S5QL46 | 63,350,801 | 411,877 | SH | DFND | 403,272 | 0 | 8,605 | ||
| DYNATRACE INC | COM NEW | 268150109 | BBG00PNN7CW9 | 2,111,034 | 38,600 | SH | DFND | 38,600 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 82,636,379 | 416,619 | SH | DFND | 408,070 | 0 | 8,549 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | BBG001T28M86 | 11,648,188 | 618,269 | SH | DFND | 605,580 | 0 | 12,689 | ||
| EQUINIX INC | COM | 29444U700 | BBG001SKBNS9 | 3,463,177 | 4,300 | SH | DFND | 4,300 | 0 | 0 | ||
| FEDERAL SIGNAL CORP | COM | 313855108 | BBG001S5RD98 | 28,687,484 | 373,827 | SH | DFND | 366,000 | 0 | 7,827 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | BBG00NZ6VPK5 | 61,782,400 | 320,000 | SH | DFND | 320,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 110,948,320 | 644,000 | SH | DFND | 620,000 | 0 | 24,000 | ||
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | BBG001THLZ70 | 58,744,446 | 771,532 | SH | DFND | 755,000 | 0 | 16,532 | ||
| FRANKLIN ELEC INC | COM | 353514102 | BBG001S5R3W4 | 45,884,298 | 474,747 | SH | DFND | 465,000 | 0 | 9,747 | ||
| GENTHERM INC | COM | 37253A103 | BBG001SF8XY5 | 16,178,716 | 308,990 | SH | DFND | 280,590 | 0 | 28,400 | ||
| HUBBELL INC | COM | 443510607 | BBG001S5S1L9 | 4,605,020 | 14,000 | SH | DFND | 14,000 | 0 | 0 | ||
| ICF INTL INC | COM | 44925C103 | BBG001S6L7P7 | 18,896,365 | 140,923 | SH | DFND | 138,000 | 0 | 2,923 | ||
| IDEX CORP | COM | 45167R104 | BBG001S67N14 | 59,928,004 | 276,026 | SH | DFND | 270,259 | 0 | 5,767 | ||
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW36 | 29,618,590 | 382,966 | SH | DFND | 375,000 | 0 | 7,966 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | BBG001S5S5F7 | 8,019,431 | 99,042 | SH | DFND | 99,042 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | BBG00FQH6CJ7 | 4,263,750 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
| ITRON INC | COM | 465741106 | BBG001S6DJQ9 | 55,212,912 | 731,200 | SH | DFND | 705,100 | 0 | 26,100 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | BBG0059FN820 | 20,999,880 | 132,000 | SH | DFND | 132,000 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG001S6C0G2 | 105,251,144 | 1,525,600 | SH | DFND | 1,494,000 | 0 | 31,600 | ||
| LEAR CORP | COM NEW | 521865204 | BBG001T60092 | 5,507,190 | 39,000 | SH | DFND | 39,000 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 27,373,411 | 66,649 | SH | DFND | 62,199 | 0 | 4,450 | ||
| LINDSAY CORP | COM | 535555106 | BBG001SB90F6 | 17,809,097 | 137,884 | SH | DFND | 135,000 | 0 | 2,884 | ||
| LIVENT CORP | COM | 53814L108 | BBG00LV3NRJ7 | 14,512,108 | 807,125 | SH | DFND | 807,125 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | BBG001SCCPJ1 | 29,199,690 | 611,000 | SH | DFND | 611,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | BBG0073F9RS8 | 34,492,360 | 658,000 | SH | DFND | 658,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 135,034,090 | 2,239,000 | SH | DFND | 2,172,000 | 0 | 67,000 | ||
| MASCO CORP | COM | 574599106 | BBG001S5SZ70 | 40,248,617 | 600,905 | SH | DFND | 588,000 | 0 | 12,905 | ||
| MAXIMUS INC | COM | 577933104 | BBG001S6G4K5 | 9,175,206 | 109,411 | SH | DFND | 109,411 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 8,975,960 | 108,958 | SH | DFND | 108,958 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | BBG001SB87G1 | 67,225,882 | 55,423 | SH | DFND | 54,268 | 0 | 1,155 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 157,929,651 | 250,372 | SH | DFND | 247,072 | 0 | 3,300 | ||
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 6,703,112 | 61,740 | SH | DFND | 61,740 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | BBG0029T14K0 | 9,785,320 | 577,305 | SH | DFND | 577,305 | 0 | 0 | ||
| NVENT ELECTRIC PLC | SHS | G6700G107 | BBG00GNT7B03 | 83,358,263 | 1,410,700 | SH | DFND | 1,375,700 | 0 | 35,000 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 6,685,470 | 13,500 | SH | DFND | 13,500 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG001SF62F6 | 51,176,149 | 222,815 | SH | DFND | 207,915 | 0 | 14,900 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | BBG001SF7RS6 | 169,178,321 | 2,025,360 | SH | DFND | 1,985,360 | 0 | 40,000 | ||
| ONTO INNOVATION INC | COM | 683344105 | BBG001S5THX0 | 59,936,800 | 392,000 | SH | DFND | 392,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 48,174,750 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| PENTAIR PLC | SHS | G7S00T104 | BBG001S69VB3 | 102,782,711 | 1,413,598 | SH | DFND | 1,384,000 | 0 | 29,598 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | BBG001S73RW3 | 78,457,336 | 955,515 | SH | DFND | 955,515 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | BBG0026ZJ313 | 60,913,600 | 880,000 | SH | DFND | 880,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | BBG001S6DNK6 | 188,764,344 | 1,078,900 | SH | DFND | 1,048,000 | 0 | 30,900 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 41,332,795 | 285,783 | SH | DFND | 285,783 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 151,383,700 | 701,500 | SH | DFND | 676,900 | 0 | 24,600 | ||
| REGAL REXNORD CORPORATION | COM | 758750103 | BBG001S5VL68 | 137,658,600 | 930,000 | SH | DFND | 905,000 | 0 | 25,000 | ||
| REPUBLIC SVCS INC | COM | 760759100 | BBG001S9DL33 | 5,689,395 | 34,500 | SH | DFND | 34,500 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | BBG00HY28L05 | 19,489,672 | 1,035,583 | SH | DFND | 1,014,000 | 0 | 21,583 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 33,368,765 | 61,208 | SH | DFND | 59,943 | 0 | 1,265 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | BBG001SF0100 | 6,127,440 | 92,840 | SH | DFND | 92,840 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | BBG00YQ82328 | 2,912,196 | 187,400 | SH | DFND | 187,400 | 0 | 0 | ||
| SILGAN HLDGS INC | COM | 827048109 | BBG001S6VPD9 | 6,073,138 | 134,213 | SH | DFND | 134,213 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | BBG001S5W492 | 42,677,048 | 322,651 | SH | DFND | 309,651 | 0 | 13,000 | ||
| SMITH A O CORP | COM | 831865209 | BBG001S5NRY3 | 83,695,644 | 1,015,231 | SH | DFND | 994,000 | 0 | 21,231 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 4,378,000 | 22,000 | SH | DFND | 22,000 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | BBG001S7G2C6 | 68,689,642 | 1,140,645 | SH | DFND | 1,082,145 | 0 | 58,500 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BC0P2 | 54,016,560 | 577,100 | SH | DFND | 564,000 | 0 | 13,100 | ||
| SPX TECHNOLOGIES INC | COM | 78473E103 | BBG001S5W9N5 | 19,605,839 | 194,098 | SH | DFND | 190,281 | 0 | 3,817 | ||
| STERICYCLE INC | COM | 858912108 | BBG001S7P0T2 | 40,842,297 | 824,098 | SH | DFND | 807,000 | 0 | 17,098 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | BBG001S5WDM7 | 46,549,715 | 928,580 | SH | DFND | 928,580 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | BBG0025XVR94 | 73,323,939 | 3,735,300 | SH | DFND | 3,654,000 | 0 | 81,300 | ||
| SYNOPSYS INC | COM | 871607107 | BBG001S5VTR8 | 3,346,915 | 6,500 | SH | DFND | 6,500 | 0 | 0 | ||
| TE CONNECTIVITY LTD | SHS | H84989104 | BBG001STLRP3 | 46,083,298 | 327,995 | SH | DFND | 327,995 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | BBG001S5WMZ3 | 70,165,125 | 646,564 | SH | DFND | 646,564 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 56,853,467 | 228,805 | SH | DFND | 206,105 | 0 | 22,700 | ||
| TETRA TECH INC NEW | COM | 88162G103 | BBG001S5YYH5 | 39,510,662 | 236,690 | SH | DFND | 232,526 | 0 | 4,164 | ||
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 43,110,016 | 252,904 | SH | DFND | 252,904 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 108,775,856 | 204,932 | SH | DFND | 202,401 | 0 | 2,531 | ||
| TOPBUILD CORP | COM | 89055F103 | BBG0077VS2G6 | 53,481,754 | 142,900 | SH | DFND | 142,900 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | BBG001SB6TV8 | 2,732,070 | 33,000 | SH | DFND | 33,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 12,093,542 | 22,971 | SH | DFND | 22,971 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | BBG001S5V9H3 | 32,475,948 | 169,800 | SH | DFND | 156,000 | 0 | 13,800 | ||
| VALMONT INDS INC | COM | 920253101 | BBG001S5X650 | 35,226,151 | 150,855 | SH | DFND | 147,691 | 0 | 3,164 | ||
| VERALTO CORP | COM SHS | 92338C103 | BBG019Q32XK7 | 145,593,701 | 1,769,921 | SH | DFND | 1,733,000 | 0 | 36,921 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 134,162,199 | 2,793,300 | SH | DFND | 2,712,000 | 0 | 81,300 | ||
| WATERS CORP | COM | 941848103 | BBG001S8MDG9 | 106,190,502 | 322,542 | SH | DFND | 316,314 | 0 | 6,228 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | BBG001S6N6Y7 | 17,872,655 | 85,786 | SH | DFND | 84,000 | 0 | 1,786 | ||
| WESCO INTL INC | COM | 95082P105 | BBG001SCRP78 | 4,086,180 | 23,500 | SH | DFND | 23,500 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | BBG00WKJG3N6 | 34,087,055 | 2,336,330 | SH | DFND | 2,181,330 | 0 | 155,000 | ||
| XYLEM INC | COM | 98419M100 | BBG001V05C73 | 159,968,255 | 1,398,813 | SH | DFND | 1,370,800 | 0 | 28,013 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | BBG001S6SX73 | 204,177 | 747 | SH | DFND | 747 | 0 | 0 | ||