The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 17,188 | 124,550 | SH | SOLE | 124,550 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 16,345 | 49,560 | SH | SOLE | 49,560 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 3,069 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 31,891 | 105,590 | SH | SOLE | 105,590 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 8,701 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 15,528 | 185,700 | SH | SOLE | 185,700 | 0 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 5,711 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 24,311 | 506,900 | SH | SOLE | 506,900 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 17,608 | 283,910 | SH | SOLE | 283,910 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 8,584 | 186,000 | SH | SOLE | 186,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 18,850 | 80,800 | SH | SOLE | 80,800 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 5,173 | 273,000 | SH | SOLE | 273,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 9,233 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 4,023 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 6,372 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 3,766 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 13,976 | 303,500 | SH | SOLE | 303,500 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 16,438 | 94,420 | SH | SOLE | 94,420 | 0 | 0 | ||
| KADANT INC | COM | 48282T104 | 5,478 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 17,530 | 173,030 | SH | SOLE | 173,030 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 3,950 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 7,098 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 16,042 | 148,300 | SH | SOLE | 148,300 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 9,199 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 23,213 | 185,855 | SH | SOLE | 185,855 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 2,634 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 9,794 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 6,095 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 20,210 | 229,865 | SH | SOLE | 229,865 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 34,533 | 594,380 | SH | SOLE | 594,380 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 6,195 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 8,626 | 466,000 | SH | SOLE | 466,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 2,782 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 23,300 | 161,100 | SH | SOLE | 161,100 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 318 | 1,360 | SH | SOLE | 1,360 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 24,230 | 307,530 | SH | SOLE | 307,530 | 0 | 0 | ||