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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 4,601,122 17,243 SH   DFND   14,348 0 2,895
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 93,255,220 1,137,675 SH   DFND   1,115,000 0 22,675
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,720,340 42,000 SH   DFND   42,000 0 0
AECOM COM 00766T100 BBG001SKTTF1 48,297,483 568,674 SH   DFND   557,974 0 10,700
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 124,954,906 834,981 SH   DFND   819,922 0 15,059
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 188,512,061 869,280 SH   DFND   847,980 0 21,300
ALCON AG ORD SHS H01301128 BBG00NPWGYR0 16,132,557 235,340 SH   DFND   235,340 0 0
AMBARELLA INC SHS G037AX101 BBG001V1SN18 30,631,497 372,510 SH   DFND   372,510 0 0
AMERESCO INC CL A 02361E108 BBG001S6P9W1 2,971,280 52,000 SH   DFND   52,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 12,597,513 82,650 SH   DFND   81,000 0 1,650
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 152,506,401 929,747 SH   DFND   911,447 0 18,300
ANSYS INC COM 03662Q105 BBG001S926L8 64,293,139 266,125 SH   DFND   261,000 0 5,125
API GROUP CORP COM STK 00187Y100 BBG00HVV7984 23,607,923 1,255,073 SH   DFND   1,230,000 0 25,073
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 26,012,592 206,400 SH   DFND   203,000 0 3,400
APTIV PLC SHS G6095L109 BBG001TRL2T7 45,552,211 489,125 SH   DFND   455,325 0 33,800
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 58,474,274 3,025,053 SH   DFND   3,025,053 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 125,724,267 672,790 SH   DFND   653,600 0 19,190
AVANGRID INC COM 05351W103 BBG00B8NWRH3 43,624,700 1,015,000 SH   DFND   1,015,000 0 0
AVANTOR INC COM 05352A100 BBG00G2HHYF5 150,666,960 7,144,000 SH   DFND   7,000,000 0 144,000
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 4,726,422 112,160 SH   DFND   112,160 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 14,742,718 574,989 SH   DFND   574,989 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 16,587,648 448,800 SH   DFND   440,000 0 8,800
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 19,613,437 423,891 SH   DFND   423,891 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,808,518 8,600 SH   DFND   8,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 497,984 3,100 SH   DFND   3,100 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 3,166,595 13,996 SH   DFND   13,996 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 27,651,789 61,228 SH   DFND   60,000 0 1,228
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 9,871,380 86,500 SH   DFND   85,226 0 1,274
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 27,199,627 491,678 SH   DFND   409,457 0 82,221
COLUMBIA SPORTSWEAR CO COM 198516106 BBG001S90WD2 15,705,371 179,326 SH   DFND   179,326 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 21,689,587 188,474 SH   DFND   184,731 0 3,743
CONSTELLIUM SE CL A SHS F21107101 BBG004K5PKF9 6,530,160 552,000 SH   DFND   552,000 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 51,229,565 2,653,007 SH   DFND   2,600,000 0 53,007
CORNING INC COM 219350105 BBG001S5RLH1 26,446,320 828,000 SH   DFND   828,000 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 17,673,111 189,646 SH   DFND   189,646 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 183,116,178 689,911 SH   DFND   676,000 0 13,911
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 16,327,241 40,904 SH   DFND   40,904 0 0
DENTSPLY SIRONA INC COM 24906P109 BBG001S5XLV8 7,282,795 228,731 SH   DFND   228,731 0 0
DESKTOP METAL INC COM CL A 25058X105 BBG00P17H1G9 1,545,917 1,136,704 SH   DFND   1,136,704 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 BBG001T20CN9 1,749,000 3,300,000 SH   DFND   3,300,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 BBG00ZHCT069 9,998,220 2,347,000 SH   DFND   2,300,000 0 47,000
DOVER CORP COM 260003108 BBG001S5QL46 69,091,192 510,237 SH   DFND   500,000 0 10,237
ECOLAB INC COM 278865100 BBG001S5QRB5 91,251,564 626,900 SH   DFND   615,031 0 11,869
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 10,452,748 510,139 SH   DFND   500,000 0 10,139
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 BBG00DPDYDP2 8,078,400 204,000 SH   DFND   200,000 0 4,000
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 32,817,114 706,200 SH   DFND   692,000 0 14,200
FIRST SOLAR INC COM 336433107 BBG001S991Z7 142,824,765 953,500 SH   DFND   912,000 0 41,500
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001THLZ70 55,633,307 974,143 SH   DFND   955,000 0 19,143
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 17,086,278 214,248 SH   DFND   210,000 0 4,248
GENTHERM INC COM 37253A103 BBG001SF8XY5 26,997,415 413,500 SH   DFND   379,700 0 33,800
HERITAGE CRYSTAL CLEAN INC COM 42726M106 BBG001SLTGB1 13,933,011 428,972 SH   DFND   422,000 0 6,972
HUBBELL INC COM 443510607 BBG001S5S1L9 3,754,880 16,000 SH   DFND   16,000 0 0
IDEX CORP COM 45167R104 BBG001S67N14 64,081,271 280,652 SH   DFND   275,000 0 5,652
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 41,324,525 790,900 SH   DFND   775,000 0 15,900
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 71,522,163 682,203 SH   DFND   670,703 0 11,500
IPG PHOTONICS CORP COM 44980X109 BBG001SG95B8 45,157,590 477,000 SH   DFND   477,000 0 0
ITRON INC COM 465741106 BBG001S6DJQ9 46,025,655 908,700 SH   DFND   895,700 0 13,000
JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 93,670,400 1,463,600 SH   DFND   1,395,000 0 68,600
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 4,191,215 24,500 SH   DFND   24,500 0 0
KROGER CO COM 501044101 BBG001S5SN40 1,894,650 42,500 SH   DFND   42,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 112,196,984 1,729,300 SH   DFND   1,681,000 0 48,300
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 5,179,296 20,875 SH   DFND   20,875 0 0
LINDE PLC SHS G5494J103 BBG00GVR8YR8 3,033,474 9,300 SH   DFND   9,300 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 43,262,100 810,000 SH   DFND   810,000 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 39,643,983 759,900 SH   DFND   731,000 0 28,900
LUXFER HLDGS PLC SHS G5698W116 BBG0029SH121 6,791,222 494,987 SH   DFND   494,987 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 77,872,896 2,102,400 SH   DFND   2,030,000 0 72,400
MASCO CORP COM 574599106 BBG001S5SZ70 44,299,164 949,200 SH   DFND   930,000 0 19,200
MAXIMUS INC COM 577933104 BBG001S6G4K5 9,669,587 131,864 SH   DFND   131,864 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 6,808,971 87,609 SH   DFND   87,609 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 52,651,962 36,426 SH   DFND   35,700 0 726
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 85,354,382 241,380 SH   DFND   237,480 0 3,900
NATIONAL INSTRS CORP COM 636518102 BBG001S8FKK6 39,962,700 1,083,000 SH   DFND   1,083,000 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 9,818,660 83,913 SH   DFND   83,913 0 0
NIO INC SPON ADS 62914V106 BBG00LPXZBW5 12,106,478 1,241,690 SH   DFND   1,058,090 0 183,600
NOMAD FOODS LTD USD ORD SHS G6564A105 BBG0029T14K0 12,501,879 725,167 SH   DFND   725,167 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 117,046,500 740,660 SH   DFND   719,460 0 21,200
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 166,300,250 2,666,350 SH   DFND   2,570,750 0 95,600
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 43,577,600 640,000 SH   DFND   640,000 0 0
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 35,228,900 413,000 SH   DFND   413,000 0 0
PENTAIR PLC SHS G7S00T104 BBG001S69VB3 131,984,769 2,934,299 SH   DFND   2,875,000 0 59,299
PERKINELMER INC COM 714046109 BBG001SBKS35 105,936,210 755,500 SH   DFND   745,000 0 10,500
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 53,557,152 4,329,600 SH   DFND   4,145,000 0 184,600
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 85,649,458 1,194,220 SH   DFND   1,194,220 0 0
PTC INC COM 69370C100 BBG001S6DNK6 152,978,976 1,274,400 SH   DFND   1,231,000 0 43,400
QUALCOMM INC COM 747525103 BBG001S6VS70 40,709,463 370,288 SH   DFND   341,388 0 28,900
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 115,895,250 813,300 SH   DFND   784,000 0 29,300
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 47,992,000 400,000 SH   DFND   400,000 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 1,780,062 13,800 SH   DFND   13,800 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 18,661,785 1,134,455 SH   DFND   1,112,368 0 22,087
ROLLINS INC COM 775711104 BBG001S5VRG4 1,753,920 48,000 SH   DFND   48,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 42,553,087 98,482 SH   DFND   96,500 0 1,982
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG001SF0100 4,286,019 58,777 SH   DFND   58,777 0 0
SILGAN HOLDINGS INC COM 827048109 BBG001S6VPD9 2,768,256 53,400 SH   DFND   53,400 0 0
SILICON LABORATORIES INC COM 826919102 BBG001S5W492 48,291,872 355,951 SH   DFND   336,651 0 19,300
SMITH A O CORP COM 831865209 BBG001S5NRY3 101,251,836 1,768,900 SH   DFND   1,733,000 0 35,900
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 2,224,870 15,500 SH   DFND   15,500 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 83,051,165 1,040,220 SH   DFND   974,020 0 66,200
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 137,102,680 484,000 SH   DFND   468,500 0 15,500
STERICYCLE INC COM 858912108 BBG001S7P0T2 34,723,440 696,000 SH   DFND   682,000 0 14,000
SUNRUN INC COM 86771W105 BBG0025XVR94 62,274,252 2,592,600 SH   DFND   2,496,000 0 96,600
SYNOPSYS INC COM 871607107 BBG001S5VTR8 574,722 1,800 SH   DFND   1,800 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 49,730,671 433,194 SH   DFND   425,779 0 7,415
TERADYNE INC COM 880770102 BBG001S5WMZ3 56,924,685 651,685 SH   DFND   651,685 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 17,545,143 142,435 SH   DFND   126,435 0 16,000
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 41,828,582 253,169 SH   DFND   253,169 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 240,193,356 436,168 SH   DFND   429,370 0 6,798
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 28,622,021 182,900 SH   DFND   182,900 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 2,370,480 56,000 SH   DFND   56,000 0 0
TRIMBLE INC COM 896239100 BBG001S5SZP0 30,952,832 612,200 SH   DFND   600,000 0 12,200
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 16,990,678 32,047 SH   DFND   32,047 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 19,706,496 182,400 SH   DFND   166,000 0 16,400
V F CORP COM 918204108 BBG001S5X749 2,855,951 103,439 SH   DFND   103,439 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 41,548,256 3,041,600 SH   DFND   2,945,000 0 96,600
WATERS CORP COM 941848103 BBG001S8MDG9 46,424,044 135,513 SH   DFND   133,398 0 2,115
WESCO INTL INC COM 95082P105 BBG001SCRP78 4,331,920 34,600 SH   DFND   34,600 0 0
XPENG INC ADS 98422D105 BBG00WKJG3N6 56,492,698 5,683,370 SH   DFND   5,461,170 0 222,200
XYLEM INC COM 98419M100 BBG001V05C73 54,164,594 489,867 SH   DFND   480,000 0 9,867
ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001T36GB5 21,594,150 1,021,000 SH   DFND   1,000,000 0 21,000