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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
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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
CONSOLIDATED EDISON INC COM 209115104   68,499,773 619,179 SH   SOLE   619,179 0 0
EATON CORP PLC SHS G29183103   17,858,263 41,909 SH   SOLE   41,909 0 0
EMERSON ELEC CO COM 291011104   178,558,439 1,247,352 SH   SOLE   1,247,352 0 0
EQT CORP COM 26884L109   8,414,578 158,258 SH   SOLE   158,258 0 0
FIRST SOLAR INC COM 336433107   301,612,803 1,278,237 SH   SOLE   1,278,237 0 0
FORTIVE CORP COM 34959J108   31,294,513 512,269 SH   SOLE   512,269 0 0
NVENT ELEC PLC SHS G6700G107   115,902,485 683,347 SH   SOLE   683,347 0 0
OTIS WORLDWIDE CORP COM 68902V107   165,038,501 2,305,007 SH   SOLE   2,305,007 0 0
OWENS CORNING NEW COM 690742101   112,112,263 705,286 SH   SOLE   705,286 0 0
PENTAIR PLC SHS G7S00T104   59,651,829 778,135 SH   SOLE   778,135 0 0
RALLIANT CORP COM 750940108   72,206,364 980,665 SH   SOLE   980,665 0 0
STANLEY BLACK & DECKER INC COM 854502101   247,608,449 2,630,774 SH   SOLE   2,630,774 0 0
TIMKEN CO COM 887389104   22,585,489 155,419 SH   SOLE   155,419 0 0
XCEL ENERGY INC COM 98389B100   34,586,977 430,722 SH   SOLE   430,722 0 0