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
ADOBE SYSTEMS INCORPORATED COM 00724F101 27,461 75,018 SH   SOLE   75,018 0 0
ALPHABET INC CAP STK CL A 02079K305 19,156 8,790 SH   SOLE   8,790 0 0
AMBEV SA SPONSORED ADR 02319V103 185 73,549 SH   SOLE   73,549 0 0
AMERICAN TOWER CORP NEW COM 03027X100 29,727 116,306 SH   SOLE   116,306 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 1,532 51,000 SH   SOLE   51,000 0 0
ANSYS INC COM 03662Q105 16,283 68,046 SH   SOLE   68,046 0 0
AVANTOR INC COM 05352A100 2,923 94,000 SH   SOLE   94,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 23,625 818,327 SH   SOLE   818,327 0 0
BIO-TECHNE CORP COM 09073M104 5,026 14,500 SH   SOLE   14,500 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 2,057 33,000 SH   SOLE   33,000 0 0
CABLE ONE INC COM 12685J105 2,256 1,750 SH   SOLE   1,750 0 0
CAMECO CORP COM 13321L108 19,883 947,448 SH   SOLE   947,448 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,830 25,000 SH   SOLE   25,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,186 181,805 SH   SOLE   181,805 0 0
COSTCO WHSL CORP NEW COM 22160K105 42,616 88,917 SH   SOLE   88,917 0 0
DATADOG INC CL A COM 23804L103 3,171 33,300 SH   SOLE   33,300 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,276 65,000 SH   SOLE   65,000 0 0
ENBRIDGE INC COM 29250N105 1,328 31,573 SH   SOLE   31,573 0 0
EQUINIX INC COM 29444U700 15,028 22,873 SH   SOLE   22,873 0 0
ESSENTIAL UTILS INC COM 29670G102 9,056 197,507 SH   SOLE   197,507 0 0
EVERSOURCE ENERGY COM 30040W108 11,984 141,867 SH   SOLE   141,867 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,596 52,680 SH   SOLE   52,680 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,336 29,000 SH   SOLE   29,000 0 0
GENERAL MTRS CO COM 37045V100 7,004 220,520 SH   SOLE   220,520 0 0
IDEX CORP COM 45167R104 2,452 13,500 SH   SOLE   13,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 20,872 103,992 SH   SOLE   103,992 0 0
IQVIA HLDGS INC COM 46266C105 29,597 136,396 SH   SOLE   136,396 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 18,483 134,078 SH   SOLE   134,078 0 0
M & T BK CORP COM 55261F104 13,953 87,541 SH   SOLE   87,541 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,280 5,000 SH   SOLE   5,000 0 0
MERCADOLIBRE INC COM 58733R102 46 72 SH   SOLE   72 0 0
METHANEX CORP COM 59151K108 786 20,653 SH   SOLE   20,653 0 0
NETFLIX INC COM 64110L106 2,623 15,000 SH   SOLE   15,000 0 0
NEXTERA ENERGY INC COM 65339F101 56,236 726,002 SH   SOLE   726,002 0 0
NVIDIA CORPORATION COM 67066G104 33,500 220,993 SH   SOLE   220,993 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 30,617 48,463 SH   SOLE   48,463 0 0
POOL CORP COM 73278L105 2,248 6,400 SH   SOLE   6,400 0 0
PROLOGIS INC. COM 74340W103 33,892 288,079 SH   SOLE   288,079 0 0
PTC INC COM 69370C100 2,552 24,000 SH   SOLE   24,000 0 0
SALESFORCE INC COM 79466L302 29,899 181,161 SH   SOLE   181,161 0 0
SCHRODINGER INC COM 80810D103 3,568 135,100 SH   SOLE   135,100 0 0
SERVICENOW INC COM 81762P102 7,941 16,700 SH   SOLE   16,700 0 0
SIMPLY GOOD FOODS CO COM 82900L102 3,588 95,000 SH   SOLE   95,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,911 21,600 SH   SOLE   21,600 0 0
STRATEGIC ED INC COM 86272C103 1,447 20,500 SH   SOLE   20,500 0 0
SVB FINANCIAL GROUP COM 78486Q101 10,236 25,915 SH   SOLE   25,915 0 0
SYNEOS HEALTH INC CL A 87166B102 2,838 39,594 SH   SOLE   39,594 0 0
VISA INC COM CL A 92826C839 27,570 140,029 SH   SOLE   140,029 0 0
WASTE CONNECTIONS INC COM 94106B101 13,667 110,681 SH   SOLE   110,681 0 0
WASTE MGMT INC DEL COM 94106L109 35,532 232,268 SH   SOLE   232,268 0 0
XYLEM INC COM 98419M100 8,450 108,080 SH   SOLE   108,080 0 0
ZOETIS INC CL A 98978V103 34,225 199,107 SH   SOLE   199,107 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 1,880 69,000 SH   SOLE   69,000 0 0