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 11,553 75,000 SH   SOLE   75,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 27,118 74,080 SH   SOLE   74,080 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 16,663 185,000 SH   SOLE   185,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 25,413 278,250 SH   SOLE   278,250 0 0
BADGER METER INC. COM 056525108 12,134 150,000 SH   SOLE   150,000 0 0
BLACKBAUD INC COM 09227Q100 1,074 18,500 SH   SOLE   18,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 558 6,600 SH   SOLE   6,600 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 36,437 299,200 SH   SOLE   299,200 0 0
CHEGG INC COM 163092109 244 13,000 SH   SOLE   13,000 0 0
CISCO SYS INC COM 17275R102 27,976 656,100 SH   SOLE   656,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 21,080 312,340 SH   SOLE   312,340 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 39,039 410,550 SH   SOLE   410,550 0 0
ELEVANCE HEALTH INC COM 036752103 60,405 125,170 SH   SOLE   125,170 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 9,753 300,000 SH   SOLE   300,000 0 0
FIRST SOLAR INC COM 336433107 15,329 225,000 SH   SOLE   225,000 0 0
FREYR BATTERY SHS L4135L100 1,368 200,000 SH   SOLE   200,000 0 0
HAIN CELESTIAL GROUP INC. COM 405217100 8,546 360,000 SH   SOLE   360,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 12,305 325,000 SH   SOLE   325,000 0 0
HOLOGIC INC COM 436440101 1,074 15,500 SH   SOLE   15,500 0 0
INSULET CORP COM 45784P101 10,897 50,000 SH   SOLE   50,000 0 0
INTERNATIONAL PAPER CO COM 460146103 11,535 275,750 SH   SOLE   275,750 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 23,398 116,575 SH   SOLE   116,575 0 0
KLA CORP COM NEW 482480100 22,224 69,650 SH   SOLE   69,650 0 0
MUELLER WTR PRODS INC COM SER A 624758108 16,129 1,375,000 SH   SOLE   1,375,000 0 0
NATUS MED INC DEL COM 639050103 1,376 42,000 SH   SOLE   42,000 0 0
NIKE INC CL B 654106103 12,768 124,930 SH   SOLE   124,930 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 22,135 1,107,300 SH   SOLE   1,107,300 0 0
NORTONLIFELOCK INC COM 668771108 26,601 1,211,350 SH   SOLE   1,211,350 0 0
NVIDIA CORPORATION COM 67066G104 23,231 153,250 SH   SOLE   153,250 0 0
ORTHOPEDIATRICS CORP COM 68752L100 647 15,000 SH   SOLE   15,000 0 0
OWENS CORNING NEW COM 690742101 9,289 125,000 SH   SOLE   125,000 0 0
PAYPAL HLDGS INC COM 70450Y103 9,734 139,375 SH   SOLE   139,375 0 0
POWER INTEGRATIONS INC COM 739276103 15,002 200,000 SH   SOLE   200,000 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106 1,006 83,500 SH   SOLE   83,500 0 0
PROCTER AND GAMBLE CO COM 742718109 29,758 206,955 SH   SOLE   206,955 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 19,158 70,000 SH   SOLE   70,000 0 0
STARBUCKS CORP COM 855244109 14,941 195,590 SH   SOLE   195,590 0 0
STRATEGIC ED INC COM 86272C103 14,116 200,000 SH   SOLE   200,000 0 0
STRIDE INC COM 86333M108 1,224 30,000 SH   SOLE   30,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 29,219 357,425 SH   SOLE   357,425 0 0
TPI COMPOSITES INC COM 87266J104 4,375 350,000 SH   SOLE   350,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 14,160 140,000 SH   SOLE   140,000 0 0
V F CORP COM 918204108 18,359 415,650 SH   SOLE   415,650 0 0
DISNEY WALT CO COM 254687106 9,617 101,880 SH   SOLE   101,880 0 0
WOLFSPEED INC COM 977852102 8,249 130,000 SH   SOLE   130,000 0 0
XYLEM INC COM 98419M100 11,727 150,000 SH   SOLE   150,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 1,062 39,000 SH   SOLE   39,000 0 0