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   14,476,350 85,000 SH   SOLE   85,000 0 0
ADOBE INC COM 00724F101   35,762,856 70,137 SH   SOLE   70,137 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   59,005,033 518,361 SH   SOLE   518,361 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   28,438,083 266,924 SH   SOLE   266,924 0 0
ALLEGION PLC ORD SHS G0176J109   14,067,000 135,000 SH   SOLE   135,000 0 0
AT&T INC COM 00206R102   18,801,510 1,251,765 SH   SOLE   1,251,765 0 0
BADGER METER INC COM 056525108   18,846,970 131,000 SH   SOLE   131,000 0 0
BLACKBAUD INC COM 09227Q100   1,353,660 19,250 SH   SOLE   19,250 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   977,520 12,000 SH   SOLE   12,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   29,286,681 219,738 SH   SOLE   219,738 0 0
CISCO SYSTEMS INC. COM 17275R102   25,178,066 468,342 SH   SOLE   468,342 0 0
COOPER COS INC COM NEW 216648402   1,272,040 4,000 SH   SOLE   4,000 0 0
DARLING INGREDIENTS INC COM 237266101   34,698,071 664,714 SH   SOLE   664,714 0 0
EBAY INC COM 278642103   20,259,267 459,498 SH   SOLE   459,498 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   25,928,594 374,258 SH   SOLE   374,258 0 0
ELEVANCE HEALTH INC COM 036752103   45,318,514 104,080 SH   SOLE   104,080 0 0
ENPHASE ENERGY INC COM 29355A107   26,716,674 222,361 SH   SOLE   222,361 0 0
FIRST SOLAR INC COM 336433107   17,774,900 110,000 SH   SOLE   110,000 0 0
FREYR BATTERY SHS L4135L100   5,770,200 1,180,000 SH   SOLE   1,180,000 0 0
GEN DIGITAL INC COM 668771108   21,553,122 1,219,068 SH   SOLE   1,219,068 0 0
GENTEX CORP COM 371901109   23,428,800 720,000 SH   SOLE   720,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100   4,148,000 400,000 SH   SOLE   400,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   11,660,000 550,000 SH   SOLE   550,000 0 0
HOLOGIC INC COM 436440101   1,526,800 22,000 SH   SOLE   22,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   39,813,405 136,212 SH   SOLE   136,212 0 0
KLA CORP COM NEW 482480100   29,469,364 64,251 SH   SOLE   64,251 0 0
MASTERCARD INCORPORATED CL A 57636Q104   32,588,936 82,314 SH   SOLE   82,314 0 0
MUELLER WTR PRODS INC COM SER A 624758108   18,588,880 1,466,000 SH   SOLE   1,466,000 0 0
NIKE INC CL B 654106103   32,168,002 336,415 SH   SOLE   336,415 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   15,297,302 1,005,079 SH   SOLE   1,005,079 0 0
NVIDIA CORPORATION COM 67066G104   55,907,960 128,527 SH   SOLE   128,527 0 0
ORTHOPEDIATRICS CORP COM 68752L100   800,000 25,000 SH   SOLE   25,000 0 0
OWENS CORNING NEW COM 690742101   21,007,140 154,000 SH   SOLE   154,000 0 0
PLANET FITNESS INC CL A 72703H101   19,672,000 400,000 SH   SOLE   400,000 0 0
POWER INTEGRATIONS INC COM 739276103   18,772,260 246,000 SH   SOLE   246,000 0 0
PROCTER & GAMBLE CO COM 742718109   42,179,795 289,180 SH   SOLE   289,180 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,416,250 62,500 SH   SOLE   62,500 0 0
REVVITY INC COM 714046109   1,217,700 11,000 SH   SOLE   11,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   21,628,170 167,000 SH   SOLE   167,000 0 0
STRATEGIC ED INC COM 86272C103   22,274,000 296,000 SH   SOLE   296,000 0 0
STRIDE INC COM 86333M108   1,587,308 35,250 SH   SOLE   35,250 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   24,549,511 282,503 SH   SOLE   282,503 0 0
TPI COMPOSITES INC COM 87266J104   1,855,000 700,000 SH   SOLE   700,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   25,275,390 161,000 SH   SOLE   161,000 0 0
WOLFSPEED INC COM 977852102   13,144,500 345,000 SH   SOLE   345,000 0 0
XYLEM INC COM 98419M100   14,664,933 161,100 SH   SOLE   161,100 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   1,401,000 50,000 SH   SOLE   50,000 0 0