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 16,771 64,206 SH   SOLE   64,206 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,741 5,480 SH   SOLE   5,480 0 0
ADTALEM GLOBAL ED INC COM 00737L103 6,009 177,010 SH   SOLE   177,010 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 115,918 978,296 SH   SOLE   978,296 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 10,749 102,383 SH   SOLE   102,383 0 0
ALBEMARLE CORP COM 012653101 22,128 150,000 SH   SOLE   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 20,278 11,570 SH   SOLE   11,570 0 0
AMAZON COM INC COM 023135106 7,165 2,200 SH   SOLE   2,200 0 0
AMERICAN EXPRESS CO COM 025816109 5,420 44,824 SH   SOLE   44,824 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 41,107 267,850 SH   SOLE   267,850 0 0
ANALOG DEVICES INC COM 032654105 27,478 186,000 SH   SOLE   186,000 0 0
ANSYS INC COM 03662Q105 25,778 70,858 SH   SOLE   70,858 0 0
AON PLC SHS CL A G0403H108 10,331 48,900 SH   SOLE   48,900 0 0
API GROUP CORP COM STK 00187Y100 45,981 2,533,400 SH   SOLE   2,533,400 0 0
APPLE INC COM 037833100 6,908 52,060 SH   SOLE   52,060 0 0
APTIV PLC SHS G6095L109 51,595 396,000 SH   SOLE   396,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 27,993 737,056 SH   SOLE   737,056 0 0
AUTODESK INC COM 052769106 18,320 60,000 SH   SOLE   60,000 0 0
AVANGRID INC COM 05351W103 38,560 848,400 SH   SOLE   848,400 0 0
AVERY DENNISON CORP COM 053611109 1,696 10,937 SH   SOLE   10,937 0 0
BALL CORP COM 058498106 1,814 19,473 SH   SOLE   19,473 0 0
BOSTON SCIENTIFIC CORP COM 101137107 21,982 611,462 SH   SOLE   611,462 0 0
CAMPBELL SOUP CO COM 134429109 2,095 43,335 SH   SOLE   43,335 0 0
CAVCO INDS INC DEL COM 149568107 1,251 7,132 SH   SOLE   7,132 0 0
CERNER CORP COM 156782104 23,384 297,958 SH   SOLE   297,958 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,334 14,110 SH   SOLE   14,110 0 0
CISCO SYS INC COM 17275R102 6,232 139,268 SH   SOLE   139,268 0 0
CITRIX SYS INC COM 177376100 1,588 12,207 SH   SOLE   12,207 0 0
COHERENT INC COM 192479103 32,254 215,000 SH   SOLE   215,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 17,353 198,587 SH   SOLE   198,587 0 0
COMFORT SYS USA INC COM 199908104 28,020 532,100 SH   SOLE   532,100 0 0
CONSTELLIUM SE CL A SHS F21107101 23,783 1,700,000 SH   SOLE   1,700,000 0 0
CORNING INC COM 219350105 34,920 970,000 SH   SOLE   970,000 0 0
CVS HEALTH CORP COM 126650100 23,041 337,344 SH   SOLE   337,344 0 0
DANAHER CORPORATION COM 235851102 57,801 260,200 SH   SOLE   260,200 0 0
DECKERS OUTDOOR CORP COM 243537107 21,441 74,765 SH   SOLE   74,765 0 0
DEERE & CO COM 244199105 1,512 5,620 SH   SOLE   5,620 0 0
DENTSPLY SIRONA INC COM 24906P109 12,305 235,010 SH   SOLE   235,010 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 7,410 3,000,000 SH   SOLE   3,000,000 0 0
DOVER CORP COM 260003108 51,941 411,414 SH   SOLE   411,414 0 0
DUPONT DE NEMOURS INC COM 26614N102 15,644 220,000 SH   SOLE   220,000 0 0
ECOLAB INC COM 278865100 55,921 258,464 SH   SOLE   258,464 0 0
EMCOR GROUP INC COM 29084Q100 20,953 229,100 SH   SOLE   229,100 0 0
ENPHASE ENERGY INC COM 29355A107 70,188 400,000 SH   SOLE   400,000 0 0
ETSY INC COM 29786A106 911 5,123 SH   SOLE   5,123 0 0
FEDERAL SIGNAL CORP COM 313855108 13,865 417,989 SH   SOLE   417,989 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 9,263 63,046 SH   SOLE   63,046 0 0
FORTIVE CORP COM 34959J108 1,508 21,287 SH   SOLE   21,287 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 18,293 213,400 SH   SOLE   213,400 0 0
GENERAC HLDGS INC COM 368736104 1,382 6,077 SH   SOLE   6,077 0 0
GILEAD SCIENCES INC COM 375558103 8,085 138,769 SH   SOLE   138,769 0 0
GRAINGER W W INC COM 384802104 1,392 3,408 SH   SOLE   3,408 0 0
HCA HEALTHCARE INC COM 40412C101 2,216 13,474 SH   SOLE   13,474 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,144 104,000 SH   SOLE   104,000 0 0
HEXCEL CORP NEW COM 428291108 8,001 165,000 SH   SOLE   165,000 0 0
HOME DEPOT INC COM 437076102 2,829 10,650 SH   SOLE   10,650 0 0
HP INC COM 40434L105 2,214 90,041 SH   SOLE   90,041 0 0
IDEX CORP COM 45167R104 20,338 102,100 SH   SOLE   102,100 0 0
IDEXX LABS INC COM 45168D104 1,463 2,926 SH   SOLE   2,926 0 0
II-VI INC COM 902104108 184,963 2,435,000 SH   SOLE   2,435,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 637 3,123 SH   SOLE   3,123 0 0
INPHI CORP COM 45772F107 56,165 350,000 SH   SOLE   350,000 0 0
INTEL CORP COM 458140100 2,840 57,000 SH   SOLE   57,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 62,813 577,109 SH   SOLE   577,109 0 0
IPG PHOTONICS CORP COM 44980X109 58,611 261,900 SH   SOLE   261,900 0 0
ITRON INC COM 465741106 54,951 573,000 SH   SOLE   573,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 83,862 1,800,000 SH   SOLE   1,800,000 0 0
JOHNSON OUTDOORS INC CL A 479167108 1,018 9,039 SH   SOLE   9,039 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 21,758 220,000 SH   SOLE   220,000 0 0
KIMBERLY-CLARK CORP COM 494368103 3,681 27,300 SH   SOLE   27,300 0 0
KROGER CO COM 501044101 1,890 59,500 SH   SOLE   59,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 71,021 1,550,000 SH   SOLE   1,550,000 0 0
LAUDER ESTEE COS INC CL A 518439104 11,249 42,258 SH   SOLE   42,258 0 0
LEAR CORP COM NEW 521865204 2,385 14,998 SH   SOLE   14,998 0 0
LESLIES INC COM 527064109 20,099 724,300 SH   SOLE   724,300 0 0
LINDE PLC SHS G5494J103 37,539 142,458 SH   SOLE   142,458 0 0
LIVENT CORP COM 53814L108 18,840 1,000,000 SH   SOLE   1,000,000 0 0
LOWES COS INC COM 548661107 13,502 84,120 SH   SOLE   84,120 0 0
LUMENTUM HLDGS INC COM 55024U109 70,152 740,000 SH   SOLE   740,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 9,852 600,000 SH   SOLE   600,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 85,572 1,800,000 SH   SOLE   1,800,000 0 0
MASCO CORP COM 574599106 46,180 840,700 SH   SOLE   840,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,390 51,522 SH   SOLE   51,522 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 128,986 1,455,000 SH   SOLE   1,455,000 0 0
MAXIMUS INC COM 577933104 13,749 187,850 SH   SOLE   187,850 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,960 20,500 SH   SOLE   20,500 0 0
MEDTRONIC PLC SHS G5960L103 35,574 303,688 SH   SOLE   303,688 0 0
MERCK & CO. INC COM 58933Y105 9,284 113,500 SH   SOLE   113,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 29,686 26,048 SH   SOLE   26,048 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 6,422 46,500 SH   SOLE   46,500 0 0
MICROSOFT CORP COM 594918104 41,757 187,738 SH   SOLE   187,738 0 0
MONOLITHIC PWR SYS INC COM 609839105 73,612 201,000 SH   SOLE   201,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 15,490 1,251,200 SH   SOLE   1,251,200 0 0
NIKE INC CL B 654106103 13,074 92,417 SH   SOLE   92,417 0 0
NIO INC SPON ADS 62914V106 76,034 1,560,000 SH   SOLE   1,560,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 20,307 798,859 SH   SOLE   798,859 0 0
NVIDIA CORPORATION COM 67066G104 2,512 4,810 SH   SOLE   4,810 0 0
NXP SEMICONDUCTORS N V COM N6596X109 118,303 744,000 SH   SOLE   744,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 246,480 7,530,710 SH   SOLE   7,530,710 0 0
ONTO INNOVATION INC COM 683344105 25,677 540,000 SH   SOLE   540,000 0 0
OWENS CORNING NEW COM 690742101 15,152 200,000 SH   SOLE   200,000 0 0
PACKAGING CORP AMER COM 695156109 1,429 10,365 SH   SOLE   10,365 0 0
PENTAIR PLC SHS G7S00T104 53,094 1,000,083 SH   SOLE   1,000,083 0 0
PEPSICO INC COM 713448108 2,971 20,037 SH   SOLE   20,037 0 0
PERKINELMER INC COM 714046109 66,929 466,404 SH   SOLE   466,404 0 0
PLUG POWER INC COM NEW 72919P202 64,429 1,900,000 SH   SOLE   1,900,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 14,025 94,128 SH   SOLE   94,128 0 0
POWER INTEGRATIONS INC COM 739276103 102,325 1,250,000 SH   SOLE   1,250,000 0 0
PROCTER AND GAMBLE CO COM 742718109 12,400 89,120 SH   SOLE   89,120 0 0
PTC INC COM 69370C100 70,570 590,000 SH   SOLE   590,000 0 0
QORVO INC COM 74736K101 73,824 444,000 SH   SOLE   444,000 0 0
QUALCOMM INC COM 747525103 41,894 275,000 SH   SOLE   275,000 0 0
REPUBLIC SVCS INC COM 760759100 7,343 76,254 SH   SOLE   76,254 0 0
REXNORD CORP COM 76169B102 54,686 1,384,800 SH   SOLE   1,384,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 18,811 75,000 SH   SOLE   75,000 0 0
ROLLINS INC COM 775711104 578 14,806 SH   SOLE   14,806 0 0
ROPER TECHNOLOGIES INC COM 776696106 22,898 53,116 SH   SOLE   53,116 0 0
S&P GLOBAL INC COM 78409V104 6,976 21,220 SH   SOLE   21,220 0 0
SILICON LABORATORIES INC COM 826919102 31,835 250,000 SH   SOLE   250,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 1,159 12,403 SH   SOLE   12,403 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 773 4,874 SH   SOLE   4,874 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 53,508 350,000 SH   SOLE   350,000 0 0
SMITH A O CORP COM 831865209 15,991 291,700 SH   SOLE   291,700 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 20,127 410,000 SH   SOLE   410,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,480 73,619 SH   SOLE   73,619 0 0
SPX FLOW INC COM 78469X107 5,564 96,000 SH   SOLE   96,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,250 35,000 SH   SOLE   35,000 0 0
STATE STR CORP COM 857477103 3,092 42,480 SH   SOLE   42,480 0 0
STEELCASE INC CL A 858155203 1,397 103,090 SH   SOLE   103,090 0 0
SYNOPSYS INC COM 871607107 2,592 10,000 SH   SOLE   10,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 66,655 550,550 SH   SOLE   550,550 0 0
TERADYNE INC COM 880770102 17,984 150,000 SH   SOLE   150,000 0 0
TEXAS INSTRS INC COM 882508104 25,276 154,000 SH   SOLE   154,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 155,351 333,528 SH   SOLE   333,528 0 0
TRAVELERS COMPANIES INC COM 89417E109 9,521 67,830 SH   SOLE   67,830 0 0
TREX CO INC COM 89531P105 800 9,552 SH   SOLE   9,552 0 0
TRIMBLE INC COM 896239100 58,727 879,537 SH   SOLE   879,537 0 0
UGI CORP NEW COM 902681105 31,464 900,000 SH   SOLE   900,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 35,350 100,804 SH   SOLE   100,804 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 26,427 115,000 SH   SOLE   115,000 0 0
V F CORP COM 918204108 21,394 250,481 SH   SOLE   250,481 0 0
VALMONT INDS INC COM 920253101 12,754 72,907 SH   SOLE   72,907 0 0
VERISK ANALYTICS INC COM 92345Y106 6,131 29,534 SH   SOLE   29,534 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 28,005 1,500,000 SH   SOLE   1,500,000 0 0
VISA INC COM CL A 92826C839 3,749 17,141 SH   SOLE   17,141 0 0
VISTEON CORP COM NEW 92839U206 21,966 175,000 SH   SOLE   175,000 0 0
WASTE MGMT INC DEL COM 94106L109 45,332 384,400 SH   SOLE   384,400 0 0
WATERS CORP COM 941848103 50,646 204,697 SH   SOLE   204,697 0 0
WORKDAY INC CL A 98138H101 1,216 5,075 SH   SOLE   5,075 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 855 36,851 SH   SOLE   36,851 0 0
XILINX INC COM 983919101 102,500 723,000 SH   SOLE   723,000 0 0
XPENG INC ADS 98422D105 171,106 3,995,000 SH   SOLE   3,995,000 0 0
XYLEM INC COM 98419M100 40,552 398,390 SH   SOLE   398,390 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 20,764 54,027 SH   SOLE   54,027 0 0
ZOETIS INC CL A 98978V103 933 5,636 SH   SOLE   5,636 0 0