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   13,862 85,000 SH   SOLE   85,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   34,594 70,745 SH   SOLE   70,745 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   63,643 559,350 SH   SOLE   559,350 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   26,871 299,000 SH   SOLE   299,000 0 0
ALLEGION PLC ORD SHS G0176J109   16,203 135,000 SH   SOLE   135,000 0 0
AT&T INC COM 00206R102   21,317 1,336,500 SH   SOLE   1,336,500 0 0
BADGER METER INC COM 056525108   21,396 145,000 SH   SOLE   145,000 0 0
BLACKBAUD INC COM 09227Q100   1,513 21,250 SH   SOLE   21,250 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   1,109 12,000 SH   SOLE   12,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   32,598 259,500 SH   SOLE   259,500 0 0
CISCO SYS INC COM 17275R102   29,171 563,800 SH   SOLE   563,800 0 0
COOPER COS INC COM NEW 216648402   1,380 3,600 SH   SOLE   3,600 0 0
EBAY INC COM 278642103   21,487 480,800 SH   SOLE   480,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   36,883 391,000 SH   SOLE   391,000 0 0
ELEVANCE HEALTH INC COM 036752103   47,304 106,470 SH   SOLE   106,470 0 0
ENPHASE ENERGY INC COM 29355A107   38,108 227,540 SH   SOLE   227,540 0 0
FIRST SOLAR INC COM 336433107   24,712 130,000 SH   SOLE   130,000 0 0
FREYR BATTERY SHS L4135L100   8,883 950,000 SH   SOLE   950,000 0 0
GEN DIGITAL INC COM 668771108   24,644 1,328,530 SH   SOLE   1,328,530 0 0
GENTEX CORP COM 371901109   21,067 720,000 SH   SOLE   720,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100   5,004 400,000 SH   SOLE   400,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   13,750 550,000 SH   SOLE   550,000 0 0
HOLOGIC INC COM 436440101   1,579 19,500 SH   SOLE   19,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   47,111 137,775 SH   SOLE   137,775 0 0
KLA CORP COM NEW 482480100   32,278 66,550 SH   SOLE   66,550 0 0
MASTERCARD INCORPORATED CL A 57636Q104   33,529 85,250 SH   SOLE   85,250 0 0
MUELLER WTR PRODS INC COM SER A 624758108   23,793 1,466,000 SH   SOLE   1,466,000 0 0
NIKE INC CL B 654106103   38,199 346,100 SH   SOLE   346,100 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   18,499 1,055,900 SH   SOLE   1,055,900 0 0
NVIDIA CORPORATION COM 67066G104   68,043 160,850 SH   SOLE   160,850 0 0
ORTHOPEDIATRICS CORP COM 68752L100   877 20,000 SH   SOLE   20,000 0 0
OWENS CORNING NEW COM 690742101   21,533 165,000 SH   SOLE   165,000 0 0
POWER INTEGRATIONS INC COM 739276103   26,034 275,000 SH   SOLE   275,000 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,579 82,500 SH   SOLE   82,500 0 0
PROCTER AND GAMBLE CO COM 742718109   45,277 298,385 SH   SOLE   298,385 0 0
REVVITY INC COM 714046109   1,307 11,000 SH   SOLE   11,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   22,869 85,000 SH   SOLE   85,000 0 0
STRATEGIC ED INC COM 86272C103   20,081 296,000 SH   SOLE   296,000 0 0
STRIDE INC COM 86333M108   1,461 39,250 SH   SOLE   39,250 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   29,423 291,550 SH   SOLE   291,550 0 0
TPI COMPOSITES INC COM 87266J104   7,259 700,000 SH   SOLE   700,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   24,502 170,000 SH   SOLE   170,000 0 0
WOLFSPEED INC COM 977852102   19,179 345,000 SH   SOLE   345,000 0 0
XYLEM INC COM 98419M100   10,474 93,000 SH   SOLE   93,000 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   1,345 50,000 SH   SOLE   50,000 0 0