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    <nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
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    <nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>FIRST SOLAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>336433107</cusip>
    <value>300148568</value>
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    <nameOfIssuer>FORTIVE CORP</nameOfIssuer>
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    <value>58208400</value>
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    <nameOfIssuer>NVENT ELECTRIC PLC</nameOfIssuer>
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    <cusip>G6700G107</cusip>
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    <nameOfIssuer>OTIS WORLDWIDE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68902V107</cusip>
    <value>52025922</value>
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      <Sole>595603</Sole>
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    <nameOfIssuer>OWENS CORNING NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>690742101</cusip>
    <value>63065985</value>
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    <nameOfIssuer>PENTAIR PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G7S00T104</cusip>
    <value>25739346</value>
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    <nameOfIssuer>RALLIANT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>750940108</cusip>
    <value>45918630</value>
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    <nameOfIssuer>STANLEY BLACK &amp; DECKER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>854502101</cusip>
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    <nameOfIssuer>WESCO INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>95082P105</cusip>
    <value>51721788</value>
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