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
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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
ACUITY BRANDS INC COM 00508Y102   17,410,550 85,000 SH   SOLE   85,000 0 0
ADOBE INC COM 00724F101   37,637,704 63,087 SH   SOLE   63,087 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   71,376,347 507,511 SH   SOLE   507,511 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   30,264,935 255,724 SH   SOLE   255,724 0 0
ALLEGION PLC ORD SHS G0176J109   17,103,150 135,000 SH   SOLE   135,000 0 0
AT&T INC COM 00206R102   20,165,617 1,201,765 SH   SOLE   1,201,765 0 0
BADGER METER INC COM 056525108   20,222,470 131,000 SH   SOLE   131,000 0 0
BLACKBAUD INC COM 09227Q100   1,668,975 19,250 SH   SOLE   19,250 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   1,225,120 13,000 SH   SOLE   13,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   32,580,634 213,238 SH   SOLE   213,238 0 0
CISCO SYSTEMS INC. COM 17275R102   21,594,875 427,452 SH   SOLE   427,452 0 0
COOPER COS INC COM NEW 216648402   1,589,448 4,200 SH   SOLE   4,200 0 0
DARLING INGREDIENTS INC COM 237266101   36,618,146 734,714 SH   SOLE   734,714 0 0
EBAY INC COM 278642103   20,043,303 459,498 SH   SOLE   459,498 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   28,079,673 368,258 SH   SOLE   368,258 0 0
ELEVANCE HEALTH INC COM 036752103   48,773,451 103,430 SH   SOLE   103,430 0 0
ENPHASE ENERGY INC COM 29355A107   28,325,663 214,361 SH   SOLE   214,361 0 0
FIRST SOLAR INC COM 336433107   18,950,800 110,000 SH   SOLE   110,000 0 0
GEN DIGITAL INC COM 668771108   27,101,899 1,187,638 SH   SOLE   1,187,638 0 0
GENTEX CORP COM 371901109   23,515,200 720,000 SH   SOLE   720,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100   4,380,000 400,000 SH   SOLE   400,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   15,169,000 550,000 SH   SOLE   550,000 0 0
HOLOGIC INC COM 436440101   1,643,350 23,000 SH   SOLE   23,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   44,931,966 133,187 SH   SOLE   133,187 0 0
KLA CORP COM NEW 482480100   37,116,586 63,851 SH   SOLE   63,851 0 0
MASTERCARD INCORPORATED CL A 57636Q104   34,681,234 81,314 SH   SOLE   81,314 0 0
MUELLER WTR PRODS INC COM SER A 624758108   20,894,400 1,451,000 SH   SOLE   1,451,000 0 0
NIKE INC CL B 654106103   35,710,302 328,915 SH   SOLE   328,915 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   16,697,089 985,079 SH   SOLE   985,079 0 0
NVIDIA CORPORATION COM 67066G104   61,111,138 123,402 SH   SOLE   123,402 0 0
ORTHOPEDIATRICS CORP COM 68752L100   1,137,850 35,000 SH   SOLE   35,000 0 0
OWENS CORNING NEW COM 690742101   20,900,430 141,000 SH   SOLE   141,000 0 0
PLANET FITNESS INC CL A 72703H101   29,200,000 400,000 SH   SOLE   400,000 0 0
POWER INTEGRATIONS INC COM 739276103   11,807,418 143,800 SH   SOLE   143,800 0 0
PROCTER & GAMBLE CO COM 742718109   41,865,745 285,695 SH   SOLE   285,695 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,419,490 60,250 SH   SOLE   60,250 0 0
REVVITY INC COM 714046109   1,421,030 13,000 SH   SOLE   13,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   15,631,200 167,000 SH   SOLE   167,000 0 0
STRATEGIC ED INC COM 86272C103   27,341,520 296,000 SH   SOLE   296,000 0 0
STRIDE INC COM 86333M108   1,602,990 27,000 SH   SOLE   27,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   29,120,312 280,003 SH   SOLE   280,003 0 0
TPI COMPOSITES INC COM 87266J104   2,898,000 700,000 SH   SOLE   700,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   27,828,330 145,500 SH   SOLE   145,500 0 0
WOLFSPEED INC COM 977852102   15,010,950 345,000 SH   SOLE   345,000 0 0
XYLEM INC COM 98419M100   18,137,496 158,600 SH   SOLE   158,600 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   1,323,450 45,000 SH   SOLE   45,000 0 0