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
CAMECO CORP COM 13321L108 3,494 161,000 SH   SOLE   161,000 0 0
ENBRIDGE INC COM 29250N105 9,674 248,806 SH   SOLE   248,806 0 0
WASTE CONNECTIONS INC COM 94106B101 68 500 SH   SOLE   500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 50,612 89,253 SH   SOLE   89,253 0 0
ALPHABET INC CAP STK CL A 02079K305 33,635 11,610 SH   SOLE   11,610 0 0
AMBEV SA SPONSORED ADR 02319V103 206 73,549 SH   SOLE   73,549 0 0
AMERICAN TOWER CORP NEW COM 03027X100 38,406 131,301 SH   SOLE   131,301 0 0
AMERICOLD RLTY TR COM 03064D108 1,213 37,000 SH   SOLE   37,000 0 0
ANSYS INC COM 03662Q105 33,068 82,438 SH   SOLE   82,438 0 0
AVANTOR INC COM 05352A100 2,908 69,000 SH   SOLE   69,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,692 25,262 SH   SOLE   25,262 0 0
BIO-TECHNE CORP COM 09073M104 8,910 17,223 SH   SOLE   17,223 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,547 19,533 SH   SOLE   19,533 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,164 80,495 SH   SOLE   80,495 0 0
COSTCO WHSL CORP NEW COM 22160K105 69,057 121,643 SH   SOLE   121,643 0 0
DATADOG INC CL A COM 23804L103 8,282 46,500 SH   SOLE   46,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,618 57,000 SH   SOLE   57,000 0 0
EQUINIX INC COM 29444U700 19,347 22,873 SH   SOLE   22,873 0 0
ESSENTIAL UTILS INC COM 29670G102 2,416 45,000 SH   SOLE   45,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 9,909 90,787 SH   SOLE   90,787 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,908 96,400 SH   SOLE   96,400 0 0
FORTIVE CORP COM 34959J108 58,488 766,649 SH   SOLE   766,649 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,790 16,400 SH   SOLE   16,400 0 0
GENERAL MTRS CO COM 37045V100 13,731 234,200 SH   SOLE   234,200 0 0
IPG PHOTONICS CORP COM 44980X109 1,420 8,249 SH   SOLE   8,249 0 0
IDEX CORP COM 45167R104 3,025 12,800 SH   SOLE   12,800 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 44,543 123,972 SH   SOLE   123,972 0 0
IQVIA HLDGS INC COM 46266C105 48,154 170,675 SH   SOLE   170,675 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 60,376 292,365 SH   SOLE   292,365 0 0
M & T BK CORP COM 55261F104 34,215 222,780 SH   SOLE   222,780 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,529 3,718 SH   SOLE   3,718 0 0
MERCADOLIBRE INC COM 58733R102 97 72 SH   SOLE   72 0 0
NEXTERA ENERGY INC COM 65339F101 79,079 847,035 SH   SOLE   847,035 0 0
NVIDIA CORPORATION COM 67066G104 65,480 222,639 SH   SOLE   222,639 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 20,234 28,651 SH   SOLE   28,651 0 0
PTC INC COM 69370C100 4,790 39,535 SH   SOLE   39,535 0 0
PAYPAL HLDGS INC COM 70450Y103 15,182 80,509 SH   SOLE   80,509 0 0
POOL CORP COM 73278L105 2,151 3,800 SH   SOLE   3,800 0 0
PROLOGIS INC. COM 74340W103 56,848 337,658 SH   SOLE   337,658 0 0
SVB FINANCIAL GROUP COM 78486Q101 44,598 65,756 SH   SOLE   65,756 0 0
SALESFORCE COM INC COM 79466L302 50,038 196,898 SH   SOLE   196,898 0 0
SCHRODINGER INC COM 80810D103 4,113 118,100 SH   SOLE   118,100 0 0
SERVICENOW INC COM 81762P102 21,112 32,525 SH   SOLE   32,525 0 0
SIMPLY GOOD FOODS CO COM 82900L102 3,197 76,897 SH   SOLE   76,897 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,770 17,000 SH   SOLE   17,000 0 0
STRATEGIC ED INC COM 86272C103 1,024 17,700 SH   SOLE   17,700 0 0
SYNEOS HEALTH INC CL A 87166B102 3,552 34,594 SH   SOLE   34,594 0 0
TWILIO INC CL A 90138F102 4,134 15,700 SH   SOLE   15,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,390 24,544 SH   SOLE   24,544 0 0
VISA INC COM CL A 92826C839 33,606 155,074 SH   SOLE   155,074 0 0
WASTE MGMT INC DEL COM 94106L109 42,872 256,870 SH   SOLE   256,870 0 0
XYLEM INC COM 98419M100 24,012 200,230 SH   SOLE   200,230 0 0
ZOETIS INC CL A 98978V103 60,329 247,221 SH   SOLE   247,221 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 1,902 52,258 SH   SOLE   52,258 0 0