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 18,736 58,564 SH   SOLE   58,564 0 0
ADTALEM GLOBAL ED INC COM 00737L103 15,858 419,407 SH   SOLE   419,407 0 0
AECOM COM 00766T100 50,926 806,432 SH   SOLE   806,432 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 131,962 837,695 SH   SOLE   837,695 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 15,179 145,126 SH   SOLE   145,126 0 0
ALBEMARLE CORP COM 012653101 298,675 1,363,998 SH   SOLE   1,363,998 0 0
ALCON AG ORD SHS H01301128 31,222 387,998 SH   SOLE   387,998 0 0
ALPHABET INC CAP STK CL A 02079K305 8,181 3,060 SH   SOLE   3,060 0 0
AMAZON COM INC COM 023135106 4,983 1,517 SH   SOLE   1,517 0 0
AMERICAN EXPRESS CO COM 025816109 5,064 30,230 SH   SOLE   30,230 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 48,765 288,480 SH   SOLE   288,480 0 0
ANALOG DEVICES INC COM 032654105 273,227 1,631,400 SH   SOLE   1,631,400 0 0
ANSYS INC COM 03662Q105 60,814 178,627 SH   SOLE   178,627 0 0
AON PLC SHS CL A G0403H108 6,097 21,335 SH   SOLE   21,335 0 0
API GROUP CORP COM STK 00187Y100 65,774 3,232,130 SH   SOLE   3,232,130 0 0
APPLE INC COM 037833100 4,528 32,000 SH   SOLE   32,000 0 0
APTIV PLC SHS G6095L109 83,423 560,000 SH   SOLE   560,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 37,966 2,050,000 SH   SOLE   2,050,000 0 0
AUTODESK INC COM 052769106 35,646 125,000 SH   SOLE   125,000 0 0
AVANGRID INC COM 05351W103 51,412 1,057,863 SH   SOLE   1,057,863 0 0
AVANTOR INC COM 05352A100 100,315 2,452,700 SH   SOLE   2,452,700 0 0
AVERY DENNISON CORP COM 053611109 3,754 18,119 SH   SOLE   18,119 0 0
BALL CORP COM 058498106 1,897 21,082 SH   SOLE   21,082 0 0
BOSTON SCIENTIFIC CORP COM 101137107 30,678 707,036 SH   SOLE   707,036 0 0
CAVCO INDS INC DEL COM 149568107 2,116 8,939 SH   SOLE   8,939 0 0
CERNER CORP COM 156782104 19,238 272,802 SH   SOLE   272,802 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,623 13,227 SH   SOLE   13,227 0 0
CISCO SYS INC COM 17275R102 2,157 39,636 SH   SOLE   39,636 0 0
CITRIX SYS INC COM 177376100 1,244 11,585 SH   SOLE   11,585 0 0
COLGATE PALMOLIVE CO COM 194162103 9,686 128,157 SH   SOLE   128,157 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 33,418 348,689 SH   SOLE   348,689 0 0
COMFORT SYS USA INC COM 199908104 33,227 465,880 SH   SOLE   465,880 0 0
CONSTELLIUM SE CL A SHS F21107101 50,706 2,700,000 SH   SOLE   2,700,000 0 0
CORNING INC COM 219350105 60,209 1,650,000 SH   SOLE   1,650,000 0 0
CVS HEALTH CORP COM 126650100 37,609 443,189 SH   SOLE   443,189 0 0
DANAHER CORPORATION COM 235851102 108,244 355,552 SH   SOLE   355,552 0 0
DECKERS OUTDOOR CORP COM 243537107 27,316 75,835 SH   SOLE   75,835 0 0
DENTSPLY SIRONA INC COM 24906P109 25,225 434,539 SH   SOLE   434,539 0 0
DESKTOP METAL INC COM CL A 25058X105 7,170 1,000,000 SH   SOLE   1,000,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 10,230 3,300,000 SH   SOLE   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 23,641 1,473,900 SH   SOLE   1,473,900 0 0
DOVER CORP COM 260003108 34,299 220,570 SH   SOLE   220,570 0 0
ECOLAB INC COM 278865100 132,277 634,057 SH   SOLE   634,057 0 0
EHEALTH INC COM 28238P109 343,000 8,475 SH   SOLE   8,475 0 0
EMCOR GROUP INC COM 29084Q100 20,711 179,500 SH   SOLE   179,500 0 0
ETSY INC COM 29786A106 3,527 16,960 SH   SOLE   16,960 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 18,878 502,600 SH   SOLE   502,600 0 0
FEDERAL SIGNAL CORP COM 313855108 38,079 986,000 SH   SOLE   986,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,358 27,780 SH   SOLE   27,780 0 0
FIRST SOLAR INC COM 336433107 114,838 1,203,000 SH   SOLE   1,203,000 0 0
FISERV INC COM 337738108 7,517 69,283 SH   SOLE   69,283 0 0
FORTIVE CORP COM 34959J108 2,443 34,620 SH   SOLE   34,620 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 52,883 591,400 SH   SOLE   591,400 0 0
GENERAC HLDGS INC COM 368736104 2,689 6,580 SH   SOLE   6,580 0 0
GRAINGER W W INC COM 384802104 3,057 7,778 SH   SOLE   7,778 0 0
HCA HEALTHCARE INC COM 40412C101 5,376 22,149 SH   SOLE   22,149 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,739 111,683 SH   SOLE   111,683 0 0
HEXCEL CORP NEW COM 428291108 11,284 190,000 SH   SOLE   190,000 0 0
HOME DEPOT INC COM 437076102 9,254 28,191 SH   SOLE   28,191 0 0
HP INC COM 40434L105 4,241 155,000 SH   SOLE   155,000 0 0
IDEX CORP COM 45167R104 33,123 160,051 SH   SOLE   160,051 0 0
IDEXX LABS INC COM 45168D104 3,062 4,923 SH   SOLE   4,923 0 0
II-VI INC COM 902104108 48,350 814,523 SH   SOLE   814,523 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,001 14,523 SH   SOLE   14,523 0 0
INGERSOLL RAND INC COM 45687V106 35,700 708,200 SH   SOLE   708,200 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 117,220 876,611 SH   SOLE   876,611 0 0
IPG PHOTONICS CORP COM 44980X109 94,055 593,779 SH   SOLE   593,779 0 0
ITRON INC COM 465741106 69,540 919,479 SH   SOLE   919,479 0 0
JOHNSON CTLS INTL PLC SHS G51502105 172,379 2,532,000 SH   SOLE   2,532,000 0 0
JOHNSON OUTDOORS INC CL A 479167108 1,419 13,416 SH   SOLE   13,416 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 37,046 340,000 SH   SOLE   340,000 0 0
KROGER CO COM 501044101 2,406 59,500 SH   SOLE   59,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 51,720 800,000 SH   SOLE   800,000 0 0
LAUDER ESTEE COS INC CL A 518439104 15,709 52,374 SH   SOLE   52,374 0 0
LEAR CORP COM NEW 521865204 2,347 14,998 SH   SOLE   14,998 0 0
LESLIES INC COM 527064109 56,908 2,770,600 SH   SOLE   2,770,600 0 0
LINDE PLC SHS G5494J103 80,959 275,954 SH   SOLE   275,954 0 0
LKQ CORP COM 501889208 57,868 1,150,000 SH   SOLE   1,150,000 0 0
LOWES COS INC COM 548661107 4,666 23,000 SH   SOLE   23,000 0 0
LUMENTUM HLDGS INC COM 55024U109 62,655 750,000 SH   SOLE   750,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 11,778 600,000 SH   SOLE   600,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 55,787 925,000 SH   SOLE   925,000 0 0
MASCO CORP COM 574599106 97,029 1,746,705 SH   SOLE   1,746,705 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,765 42,466 SH   SOLE   42,466 0 0
MAXIMUS INC COM 577933104 20,274 243,673 SH   SOLE   243,673 0 0
MEDTRONIC PLC SHS G5960L103 43,300 345,433 SH   SOLE   345,433 0 0
MERCK & CO INC COM 58933Y105 8,221 109,457 SH   SOLE   109,457 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 31,937 23,187 SH   SOLE   23,187 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 13,019 84,821 SH   SOLE   84,821 0 0
MICROSOFT CORP COM 594918104 34,734 123,204 SH   SOLE   123,204 0 0
MONOLITHIC PWR SYS INC COM 609839105 77,988 160,906 SH   SOLE   160,906 0 0
MUELLER WTR PRODS INC COM SER A 624758108 28,571 1,877,177 SH   SOLE   1,877,177 0 0
NIKE INC CL B 654106103 24,781 170,636 SH   SOLE   170,636 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 49,095 1,781,373 SH   SOLE   1,781,373 0 0
NVIDIA CORPORATION COM 67066G104 4,765 23,000 SH   SOLE   23,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 183,322 935,937 SH   SOLE   935,937 0 0
ON SEMICONDUCTOR CORP COM 682189105 261,881 5,721,683 SH   SOLE   5,721,683 0 0
ONTO INNOVATION INC COM 683344105 88,506 1,225,000 SH   SOLE   1,225,000 0 0
OWENS CORNING NEW COM 690742101 42,750 500,000 SH   SOLE   500,000 0 0
PACKAGING CORP AMER COM 695156109 2,006 14,595 SH   SOLE   14,595 0 0
PENTAIR PLC SHS G7S00T104 88,007 1,211,723 SH   SOLE   1,211,723 0 0
PERKINELMER INC COM 714046109 143,174 826,212 SH   SOLE   826,212 0 0
PNC FINL SVCS GROUP INC COM 693475105 12,061 61,647 SH   SOLE   61,647 0 0
POWER INTEGRATIONS INC COM 739276103 81,542 823,741 SH   SOLE   823,741 0 0
PROCTER AND GAMBLE CO COM 742718109 4,165 29,789 SH   SOLE   29,789 0 0
PTC INC COM 69370C100 150,336 1,255,000 SH   SOLE   1,255,000 0 0
QORVO INC COM 74736K101 121,038 723,953 SH   SOLE   723,953 0 0
QUALCOMM INC COM 747525103 55,203 428,000 SH   SOLE   428,000 0 0
REGAL BELOIT CORP COM 758750103 8,831 58,737 SH   SOLE   58,737 0 0
REPUBLIC SVCS INC COM 760759100 11,360 94,619 SH   SOLE   94,619 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 29,421 1,186,800 SH   SOLE   1,186,800 0 0
REXNORD CORP COM 76169B102 47,233 734,686 SH   SOLE   734,686 0 0
ROCKWELL AUTOMATION INC COM 773903109 48,517 165,000 SH   SOLE   165,000 0 0
ROLLINS INC COM 775711104 523,000 14,806 SH   SOLE   14,806 0 0
ROPER TECHNOLOGIES INC COM 776696106 35,251 79,014 SH   SOLE   79,014 0 0
S&P GLOBAL INC COM 78409V104 5,943 13,988 SH   SOLE   13,988 0 0
SILICON LABORATORIES INC COM 826919102 84,468 602,651 SH   SOLE   602,651 0 0
SIMPSON MFG INC COM 829073105 3,130 29,263 SH   SOLE   29,263 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 35,650 216,347 SH   SOLE   216,347 0 0
SMITH A O CORP COM 831865209 106,030 1,736,200 SH   SOLE   1,736,200 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 135,057 2,514,099 SH   SOLE   2,514,099 0 0
SPX FLOW INC COM 78469X107 59,408 812,700 SH   SOLE   812,700 0 0
STATE STR CORP COM 857477103 8,001 94,435 SH   SOLE   94,435 0 0
STEELCASE INC CL A 858155203 1,307 103,090 SH   SOLE   103,090 0 0
SYNOPSYS INC COM 871607107 7,489 25,011 SH   SOLE   25,011 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,456 22,000 SH   SOLE   22,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 100,408 731,729 SH   SOLE   731,729 0 0
TERADYNE INC COM 880770102 32,751 300,000 SH   SOLE   300,000 0 0
TEXAS INSTRS INC COM 882508104 57,684 300,110 SH   SOLE   300,110 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 267,717 468,586 SH   SOLE   468,586 0 0
TOPBUILD CORP COM 89055F103 51,203 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 17,198 113,140 SH   SOLE   113,140 0 0
TREX CO INC COM 89531P105 1,476 14,476 SH   SOLE   14,476 0 0
TRIMBLE INC COM 896239100 46,310 563,042 SH   SOLE   563,042 0 0
UGI CORP NEW COM 902681105 38,358 900,000 SH   SOLE   900,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 35,354 90,480 SH   SOLE   90,480 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 61,033 357,000 SH   SOLE   357,000 0 0
V F CORP COM 918204108 16,777 250,445 SH   SOLE   250,445 0 0
VALMONT INDS INC COM 920253101 5,526 23,503 SH   SOLE   23,503 0 0
VERISK ANALYTICS INC COM 92345Y106 8,800 43,940 SH   SOLE   43,940 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 72,270 3,000,000 SH   SOLE   3,000,000 0 0
VISTEON CORP COM NEW 92839U206 32,556 344,914 SH   SOLE   344,914 0 0
WASTE MGMT INC DEL COM 94106L109 74,238 497,041 SH   SOLE   497,041 0 0
WATERS CORP COM 941848103 12,552 35,131 SH   SOLE   35,131 0 0
WORKDAY INC CL A 98138H101 3,600 14,408 SH   SOLE   14,408 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 743,000 36,851 SH   SOLE   36,851 0 0
XILINX INC COM 983919101 136,026 900,892 SH   SOLE   900,892 0 0
XPENG INC ADS 98422D105 173,435 4,880,000 SH   SOLE   4,880,000 0 0
XYLEM INC COM 98419M100 43,605 352,562 SH   SOLE   352,562 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 22,168 43,009 SH   SOLE   43,009 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,039 41,258 SH   SOLE   41,258 0 0
ZOETIS INC CL A 98978V103 1,795 9,247 SH   SOLE   9,247 0 0