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 | 5,118 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 15,650 | 31,910 | SH | SOLE | 31,910 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 29,542 | 109,990 | SH | SOLE | 109,990 | 0 | 0 | ||
| BADGER METER INC. | COM | 056525108 | 8,760 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 14,765 | 183,600 | SH | SOLE | 183,600 | 0 | 0 | ||
| BECTON DICKINSON & CO. | COM | 075887109 | 5,817 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CISCO SYSTEMS INC. | COM | 17275R102 | 26,305 | 667,800 | SH | SOLE | 667,800 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 18,083 | 260,490 | SH | SOLE | 260,490 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 12,429 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 28,727 | 359,900 | SH | SOLE | 359,900 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 5,729 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 11,585 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC. | COM | 405217100 | 4,802 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR CAP | COM | 41068X100 | 9,511 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 7,098 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 23,667 | 583,800 | SH | SOLE | 583,800 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 18,697 | 148,930 | SH | SOLE | 148,930 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 3,842 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 8,257 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 22,885 | 116,150 | SH | SOLE | 116,150 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 9,972 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO. | COM | 742718109 | 25,026 | 180,055 | SH | SOLE | 180,055 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 2,571 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 13,109 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 2,302 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 21,404 | 249,115 | SH | SOLE | 249,115 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 39,893 | 492,080 | SH | SOLE | 492,080 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 7,673 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 13,032 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 7,230 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 13,715 | 110,530 | SH | SOLE | 110,530 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 17,302 | 205,680 | SH | SOLE | 205,680 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,271 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 7,793 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 20,845 | 1,000,250 | SH | SOLE | 1,000,250 | 0 | 0 | ||