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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102   14,077 85,000 SH   SOLE   85,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   24,156 71,780 SH   SOLE   71,780 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   43,374 529,150 SH   SOLE   529,150 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   25,425 301,600 SH   SOLE   301,600 0 0
BADGER METER INC. COM 056525108   17,990 165,000 SH   SOLE   165,000 0 0
BLACKBAUD INC COM 09227Q100   942 16,000 SH   SOLE   16,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   757 12,000 SH   SOLE   12,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   33,281 263,800 SH   SOLE   263,800 0 0
CHEGG INC COM 163092109   177 7,000 SH   SOLE   7,000 0 0
CISCO SYS INC COM 17275R102   30,456 639,300 SH   SOLE   639,300 0 0
COOPER COS INC COM NEW 216648402   1,116 3,375 SH   SOLE   3,375 0 0
EBAY INC COM 278642103   20,445 493,000 SH   SOLE   493,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   29,751 398,750 SH   SOLE   398,750 0 0
ELEVANCE HEALTH INC COM 036752103   51,266 99,940 SH   SOLE   99,940 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   14,850 375,000 SH   SOLE   375,000 0 0
FIRST SOLAR INC COM 336433107   23,217 155,000 SH   SOLE   155,000 0 0
FREYR BATTERY SHS L4135L100   6,076 700,000 SH   SOLE   700,000 0 0
NORTONLIFELOCK INC COM 668771108   28,617 1,335,350 SH   SOLE   1,335,350 0 0
HAIN CELESTIAL GROUP INC COM 405217100   7,184 444,000 SH   SOLE   444,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   9,419 325,000 SH   SOLE   325,000 0 0
HOLOGIC INC COM 436440101   1,272 17,000 SH   SOLE   17,000 0 0
INSULET CORP COM 45784P101   14,720 50,000 SH   SOLE   50,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   33,799 127,375 SH   SOLE   127,375 0 0
KLA CORP COM NEW 482480100   25,487 67,600 SH   SOLE   67,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104   29,759 85,580 SH   SOLE   85,580 0 0
MUELLER WTR PRODS INC COM SER A 624758108   15,817 1,470,000 SH   SOLE   1,470,000 0 0
NIKE INC CL B 654106103   13,951 119,230 SH   SOLE   119,230 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   18,443 1,069,800 SH   SOLE   1,069,800 0 0
NVIDIA CORPORATION COM 67066G104   38,457 263,150 SH   SOLE   263,150 0 0
ORTHOPEDIATRICS CORP COM 68752L100   755 19,000 SH   SOLE   19,000 0 0
OWENS CORNING NEW COM 690742101   10,663 125,000 SH   SOLE   125,000 0 0
POWER INTEGRATIONS INC COM 739276103   19,723 275,000 SH   SOLE   275,000 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,385 60,000 SH   SOLE   60,000 0 0
PROCTER AND GAMBLE CO COM 742718109   45,204 298,255 SH   SOLE   298,255 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   16,996 60,000 SH   SOLE   60,000 0 0
STRATEGIC ED INC COM 86272C103   21,538 275,000 SH   SOLE   275,000 0 0
STRIDE INC COM 86333M108   1,173 37,500 SH   SOLE   37,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   26,312 353,225 SH   SOLE   353,225 0 0
TPI COMPOSITES INC COM 87266J104   5,831 575,000 SH   SOLE   575,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   18,367 170,000 SH   SOLE   170,000 0 0
WOLFSPEED INC COM 977852102   10,011 145,000 SH   SOLE   145,000 0 0
XYLEM INC COM 98419M100   6,081 55,000 SH   SOLE   55,000 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   952 45,000 SH   SOLE   45,000 0 0