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 | 8,250 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 15,740 | 33,110 | SH | SOLE | 33,110 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 18,093 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 47,927 | 133,520 | SH | SOLE | 133,520 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 13,030 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 39,475 | 763,400 | SH | SOLE | 763,400 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 22,740 | 291,090 | SH | SOLE | 291,090 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 13,516 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 33,657 | 402,400 | SH | SOLE | 402,400 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 9,205 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 15,278 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC. | COM | 405217100 | 8,720 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 11,220 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 6,523 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 28,479 | 526,700 | SH | SOLE | 526,700 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,365 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 13,890 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 20,416 | 153,630 | SH | SOLE | 153,630 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 19,260 | 701,400 | SH | SOLE | 701,400 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 29,112 | 1,369,350 | SH | SOLE | 1,369,350 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 5,890 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 11,511 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 27,344 | 112,600 | SH | SOLE | 112,600 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 12,222 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 29,491 | 217,755 | SH | SOLE | 217,755 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 14,372 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 24,675 | 225,815 | SH | SOLE | 225,815 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 16,084 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 50,728 | 428,880 | SH | SOLE | 428,880 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 6,361 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 12,697 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 10,655 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 19,472 | 105,530 | SH | SOLE | 105,530 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 13,148 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||