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 | 4,883 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 12,176 | 38,260 | SH | SOLE | 38,260 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 1,740 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 18,910 | 83,290 | SH | SOLE | 83,290 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 7,182 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 14,346 | 176,700 | SH | SOLE | 176,700 | 0 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 4,825 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 22,348 | 568,500 | SH | SOLE | 568,500 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 13,375 | 287,810 | SH | SOLE | 287,810 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 8,510 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 19,824 | 105,100 | SH | SOLE | 105,100 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 3,363 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 5,950 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 4,025 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 4,592 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 3,645 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 17,769 | 570,800 | SH | SOLE | 570,800 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 10,464 | 103,620 | SH | SOLE | 103,620 | 0 | 0 | ||
| KADANT INC | COM | 48282T104 | 747 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 13,588 | 164,230 | SH | SOLE | 164,230 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 3,586 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 4,230 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 12,202 | 127,450 | SH | SOLE | 127,450 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 7,950 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 20,004 | 181,855 | SH | SOLE | 181,855 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 2,209 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 8,188 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 3,346 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 16,226 | 246,815 | SH | SOLE | 246,815 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 25,710 | 537,980 | SH | SOLE | 537,980 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 6,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 7,021 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 1,977 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 20,083 | 207,900 | SH | SOLE | 207,900 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 18,030 | 276,830 | SH | SOLE | 276,830 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,684 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 4,406 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||