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 | 10,586 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 22,864 | 40,320 | SH | SOLE | 40,320 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 23,823 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 58,647 | 126,520 | SH | SOLE | 126,520 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 15,984 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 34,945 | 299,800 | SH | SOLE | 299,800 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 42,154 | 665,200 | SH | SOLE | 665,200 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 28,154 | 317,340 | SH | SOLE | 317,340 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 53,090 | 409,800 | SH | SOLE | 409,800 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 14,025 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 18,739 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| FREYR BATTERY | SHS | L4135L100 | 2,236 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 8,522 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 13,280 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 13,304 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 13,410 | 285,450 | SH | SOLE | 285,450 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,910 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 18,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 21,572 | 129,430 | SH | SOLE | 129,430 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 26,596 | 1,047,500 | SH | SOLE | 1,047,500 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 30,627 | 1,178,850 | SH | SOLE | 1,178,850 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 11,313 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 19,325 | 102,475 | SH | SOLE | 102,475 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 16,256 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 34,271 | 209,505 | SH | SOLE | 209,505 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 18,237 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 23,451 | 200,490 | SH | SOLE | 200,490 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 13,014 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 44,467 | 369,605 | SH | SOLE | 369,605 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 6,887 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 4,862 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 20,629 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 30,763 | 420,150 | SH | SOLE | 420,150 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 15,780 | 101,880 | SH | SOLE | 101,880 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 14,530 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 17,988 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||