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 | 4,787 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 16,698 | 38,360 | SH | SOLE | 38,360 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 1,372 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 26,164 | 99,490 | SH | SOLE | 99,490 | 0 | 0 | ||
| BADGER METER INC. | COM | 056525108 | 8,431 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 15,507 | 180,100 | SH | SOLE | 180,100 | 0 | 0 | ||
| BECTON DICKINSON & CO. | COM | 075887109 | 5,982 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CISCO SYSTEMS INC. | COM | 17275R102 | 26,552 | 569,300 | SH | SOLE | 569,300 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 16,126 | 283,810 | SH | SOLE | 283,810 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 12,430 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 19,524 | 282,500 | SH | SOLE | 282,500 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 5,022 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 8,168 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC. | COM | 405217100 | 4,411 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR CAP | COM | 41068X100 | 6,404 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 5,828 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 20,137 | 571,900 | SH | SOLE | 571,900 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 9,169 | 88,620 | SH | SOLE | 88,620 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 16,103 | 164,230 | SH | SOLE | 164,230 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 4,127 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 6,691 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 22,432 | 128,750 | SH | SOLE | 128,750 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 10,632 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO. | COM | 742718109 | 21,529 | 180,055 | SH | SOLE | 180,055 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 2,880 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 11,796 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 4,094 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 17,950 | 243,915 | SH | SOLE | 243,915 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 31,126 | 548,280 | SH | SOLE | 548,280 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 6,679 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 11,101 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 4,489 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 15,799 | 141,680 | SH | SOLE | 141,680 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 15,294 | 235,430 | SH | SOLE | 235,430 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,937 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 5,894 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||