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
ACUITY BRANDS INC COM 00508Y102 15,576 135,500 SH   SOLE   135,500 0 0
ADOBE INC COM 00724F101 11,776 52,050 SH   SOLE   52,050 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,189 20,000 SH   SOLE   20,000 0 0
ANTHEM INC COM 036752103 24,858 94,650 SH   SOLE   94,650 0 0
BADGER METER INC COM 056525108 5,659 115,000 SH   SOLE   115,000 0 0
BAXTER INTL INC COM 071813109 12,704 193,000 SH   SOLE   193,000 0 0
BECTON DICKINSON & CO COM 075887109 13,834 61,400 SH   SOLE   61,400 0 0
CISCO SYS INC COM 17275R102 23,788 549,000 SH   SOLE   549,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,267 209,000 SH   SOLE   209,000 0 0
CREE INC COM 225447101 5,561 130,000 SH   SOLE   130,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 19,943 130,200 SH   SOLE   130,200 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 3,024 315,000 SH   SOLE   315,000 0 0
FIRST SOLAR INC COM 336433107 9,340 220,000 SH   SOLE   220,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,220 140,000 SH   SOLE   140,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 6,287 330,000 SH   SOLE   330,000 0 0
HYDROGENICS CORP NEW COM NEW 448883207 1,000 200,000 SH   SOLE   200,000 0 0
INSULET CORP COM 45784P101 4,759 60,000 SH   SOLE   60,000 0 0
JONES LANG LASALLE INC COM 48020Q107 11,071 87,450 SH   SOLE   87,450 0 0
KADANT INC COM 48282T104 4,073 50,000 SH   SOLE   50,000 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 520 251,200 SH   SOLE   251,200 0 0
NIKE INC CL B 654106103 14,843 200,200 SH   SOLE   200,200 0 0
ORMAT TECHNOLOGIES INC COM 686688102 2,615 50,000 SH   SOLE   50,000 0 0
OWENS CORNING NEW COM 690742101 4,618 105,000 SH   SOLE   105,000 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 1,278 100,000 SH   SOLE   100,000 0 0
PAYPAL HLDGS INC COM 70450Y103 16,398 195,000 SH   SOLE   195,000 0 0
POWER INTEGRATIONS INC COM 739276103 5,488 90,000 SH   SOLE   90,000 0 0
PROCTER AND GAMBLE CO COM 742718109 17,281 188,000 SH   SOLE   188,000 0 0
RED HAT INC COM 756577102 28,805 164,000 SH   SOLE   164,000 0 0
RESMED INC COM 761152107 6,832 60,000 SH   SOLE   60,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,067 66,900 SH   SOLE   66,900 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,371 210,000 SH   SOLE   210,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 6,700 285,000 SH   SOLE   285,000 0 0
STARBUCKS CORP COM 855244109 14,168 220,000 SH   SOLE   220,000 0 0
TELADOC HEALTH INC COM 87918A105 4,957 100,000 SH   SOLE   100,000 0 0
TENNECO INC CL A VTG COM STK 880349105 4,109 150,000 SH   SOLE   150,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 20,077 543,936 SH   SOLE   543,936 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,363 68,000 SH   SOLE   68,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,625 313,500 SH   SOLE   313,500 0 0
DISNEY WALT CO COM DISNEY 254687106 20,141 183,687 SH   SOLE   183,687 0 0
WASTE MGMT INC DEL COM 94106L109 28,300 318,000 SH   SOLE   318,000 0 0
WATERS CORP COM 941848103 13,960 74,000 SH   SOLE   74,000 0 0
XYLEM INC COM 98419M100 19,665 294,750 SH   SOLE   294,750 0 0