The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 8,669 50,000 SH   SOLE   50,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 19,212 33,370 SH   SOLE   33,370 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 17,848 165,000 SH   SOLE   165,000 0 0
ANTHEM INC COM 036752103 57,605 154,520 SH   SOLE   154,520 0 0
BADGER METER INC COM 056525108 15,171 150,000 SH   SOLE   150,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 31,436 278,100 SH   SOLE   278,100 0 0
CISCO SYS INC COM 17275R102 40,725 748,200 SH   SOLE   748,200 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 24,589 331,340 SH   SOLE   331,340 0 0
CREE INC COM 225447101 14,128 175,000 SH   SOLE   175,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 44,899 396,600 SH   SOLE   396,600 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 11,268 300,000 SH   SOLE   300,000 0 0
FIRST SOLAR INC COM 336433107 19,092 200,000 SH   SOLE   200,000 0 0
FREYR BATTERY SHS L4135L100 1,974 200,000 SH   SOLE   200,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 8,556 200,000 SH   SOLE   200,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 10,696 200,000 SH   SOLE   200,000 0 0
INSULET CORP COM 45784P101 11,369 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL PAPER CO COM 460146103 18,758 335,450 SH   SOLE   335,450 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,181 3,200 SH   SOLE   3,200 0 0
MUELLER WTR PRODS INC COM SER A 624758108 18,264 1,200,000 SH   SOLE   1,200,000 0 0
NIKE INC CL B 654106103 22,428 154,430 SH   SOLE   154,430 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 25,700 932,500 SH   SOLE   932,500 0 0
NORTONLIFELOCK INC COM 668771108 28,965 1,144,850 SH   SOLE   1,144,850 0 0
ORMAT TECHNOLOGIES INC COM 686688102 6,661 100,000 SH   SOLE   100,000 0 0
OWENS CORNING NEW COM 690742101 10,688 125,000 SH   SOLE   125,000 0 0
PAYPAL HLDGS INC COM 70450Y103 28,252 108,575 SH   SOLE   108,575 0 0
POWER INTEGRATIONS INC COM 739276103 17,323 175,000 SH   SOLE   175,000 0 0
PROCTER AND GAMBLE CO COM 742718109 32,029 229,105 SH   SOLE   229,105 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 15,913 60,000 SH   SOLE   60,000 0 0
STARBUCKS CORP COM 855244109 25,072 227,290 SH   SOLE   227,290 0 0
STRATEGIC ED INC COM 86272C103 15,863 225,000 SH   SOLE   225,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 47,630 426,605 SH   SOLE   426,605 0 0
TELADOC HEALTH INC COM 87918A105 9,511 75,000 SH   SOLE   75,000 0 0
TPI COMPOSITES INC COM 87266J104 10,969 325,000 SH   SOLE   325,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 12,822 75,000 SH   SOLE   75,000 0 0
V F CORP COM 918204108 22,887 341,650 SH   SOLE   341,650 0 0
DISNEY WALT CO COM 254687106 18,436 108,980 SH   SOLE   108,980 0 0
XYLEM INC COM 98419M100 15,460 125,000 SH   SOLE   125,000 0 0