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
ADOBE INC Common Stock 00724F101   6,704,165 13,148 SH   DFND 1 0 13,148 0
ADVANCED DRAIN SYS INC DEL Common Stock 00790R104   11,952,150 105,000 SH   DFND 1 0 105,000 0
ADVANCED MICRO DEVICES INC Common Stock 007903107   19,869,040 193,241 SH   DFND 1 0 193,241 0
AECOM Common Stock 00766T100   10,668,315 128,472 SH   DFND 1 0 128,472 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   10,786,157 96,460 SH   DFND 1 0 96,460 0
ALARM COM HLDGS INC Common Stock 011642105   4,607,449 75,359 SH   DFND 1 0 75,359 0
ALCON AG Common Stock H01301128   15,245,492 197,002 SH   DFND 1 132,381 64,621 0
ALPHABET INC Common Stock 02079K305   24,823,357 189,694 SH   DFND 1 0 189,694 0
ALTAIR ENGR INC Common Stock 021369103   11,617,892 185,708 SH   DFND 1 0 185,708 0
AMERICAN WTR WKS CO INC NEW Common Stock 030420103   12,613,076 101,858 SH   DFND 1 0 101,858 0
ANSYS INC Common Stock 03662Q105   21,639,324 72,725 SH   DFND 1 0 72,725 0
API GROUP CORP Common Stock 00187Y100   25,904,070 999,000 SH   DFND 1 0 999,000 0
APPLIED INDL TECHNOLOGIES IN Common Stock 03820C105   10,611,657 68,635 SH   DFND 1 0 68,635 0
APTIV PLC Common Stock G6095L109   16,775,384 170,153 SH   DFND 1 63,153 107,000 0
ATLASSIAN CORPORATION Common Stock 049468101   5,959,255 29,573 SH   DFND 1 0 29,573 0
AUTODESK INC Common Stock 052769106   10,699,523 51,711 SH   DFND 1 0 51,711 0
AVANTOR INC Common Stock 05352A100   9,254,120 439,000 SH   DFND 1 0 439,000 0
BJS WHSL CLUB HLDGS INC Common Stock 05550J101   4,677,590 65,540 SH   DFND 1 0 65,540 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   4,504,579 85,314 SH   DFND 1 0 85,314 0
CADENCE DESIGN SYSTEM INC Common Stock 127387108   25,969,343 110,838 SH   DFND 1 0 110,838 0
CALIFORNIA WTR SVC GROUP Common Stock 130788102   8,064,936 170,470 SH   DFND 1 0 170,470 0
CHARTER COMMUNICATIONS INC N Common Stock 16119P108   4,697,278 10,680 SH   DFND 1 0 10,680 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105   4,290,146 2,342 SH   DFND 1 0 2,342 0
CINTAS CORP Common Stock 172908105   19,480,905 40,500 SH   DFND 1 0 40,500 0
CLEAN HARBORS INC Common Stock 184496107   39,291,777 234,774 SH   DFND 1 0 234,774 0
CORE & MAIN INC Common Stock 21874C102   16,675,300 578,000 SH   DFND 1 0 578,000 0
COSTAR GROUP INC Common Stock 22160N109   8,096,363 105,298 SH   DFND 1 0 105,298 0
COSTCO WHSL CORP NEW Common Stock 22160K105   9,326,360 16,508 SH   DFND 1 0 16,508 0
CROWDSTRIKE HLDGS INC Common Stock 22788C105   56,389,652 336,896 SH   DFND 1 0 336,896 0
CRYOPORT INC Common Stock 229050307   8,596,170 627,000 SH   DFND 1 0 627,000 0
CVS HEALTH CORP Common Stock 126650100   4,138,999 59,281 SH   DFND 1 0 59,281 0
CYBERARK SOFTWARE LTD Common Stock M2682V108   18,997,320 116,000 SH   DFND 1 0 116,000 0
DANAHER CORPORATION Common Stock 235851102   26,779,170 107,937 SH   DFND 1 0 107,937 0
DESCARTES SYS GROUP INC Common Stock 249906108   5,149,001 70,169 SH   DFND 1 0 70,169 0
DEXCOM INC Common Stock 252131107   22,861,486 245,032 SH   DFND 1 0 245,032 0
DIGITAL RLTY TR INC Common Stock 253868103   19,726,260 163,000 SH   DFND 1 0 163,000 0
DISNEY WALT CO Common Stock 254687106   2,771,505 34,195 SH   DFND 1 0 34,195 0
ECOLAB INC Common Stock 278865100   32,395,548 191,237 SH   DFND 1 0 191,237 0
EQUINIX INC Common Stock 29444U700   24,692,840 34,000 SH   DFND 1 0 34,000 0
ESSENTIAL UTILS INC Common Stock 29670G102   19,650,629 572,404 SH   DFND 1 0 572,404 0
EXACT SCIENCES CORP Common Stock 30063P105   2,922,477 42,839 SH   DFND 1 0 42,839 0
EXPONENT INC Common Stock 30214U102   10,871,200 127,000 SH   DFND 1 0 127,000 0
FACTSET RESH SYS INC Common Stock 303075105   6,518,235 14,907 SH   DFND 1 0 14,907 0
FERGUSON PLC NEW Common Stock G3421J106   32,151,917 194,789 SH   DFND 1 89,985 104,804 0
FISERV INC Common Stock 337738108   21,914,240 194,000 SH   DFND 1 0 194,000 0
FORTINET INC Common Stock 34959E109   12,792,240 218,000 SH   DFND 1 0 218,000 0
FRONTIER COMMUNICATIONS PARE Common Stock 35909D109   2,997,632 191,542 SH   DFND 1 0 191,542 0
GARMIN LTD Common Stock H2906T109   13,066,156 124,203 SH   DFND 1 85,639 38,564 0
GENTEX CORP Common Stock 371901109   11,258,840 346,000 SH   DFND 1 0 346,000 0
GLOBAL PMTS INC Common Stock 37940X102   20,539,420 178,000 SH   DFND 1 0 178,000 0
GODADDY INC Common Stock 380237107   3,829,687 51,419 SH   DFND 1 0 51,419 0
HEALTHEQUITY INC Common Stock 42226A107   5,887,976 80,602 SH   DFND 1 0 80,602 0
HELIOS TECHNOLOGIES INC Common Stock 42328H109   5,714,440 103,000 SH   DFND 1 0 103,000 0
HOLOGIC INC Common Stock 436440101   25,492,633 367,329 SH   DFND 1 0 367,329 0
HUBSPOT INC Common Stock 443573100   6,998,425 14,210 SH   DFND 1 0 14,210 0
IDEX CORP Common Stock 45167R104   12,305,215 59,154 SH   DFND 1 0 59,154 0
IDEXX LABS INC Common Stock 45168D104   3,825,238 8,748 SH   DFND 1 0 8,748 0
INTUIT Common Stock 461202103   9,679,247 18,944 SH   DFND 1 0 18,944 0
INTUITIVE SURGICAL INC Common Stock 46120E602   21,713,347 74,287 SH   DFND 1 0 74,287 0
JOHN BEAN TECHNOLOGIES CORP Common Stock 477839104   14,605,628 138,916 SH   DFND 1 0 138,916 0
JOHNSON CTLS INTL PLC Common Stock G51502105   30,975,882 582,144 SH   DFND 1 313,939 268,205 0
KLA CORP Common Stock 482480100   18,467,945 40,265 SH   DFND 1 0 40,265 0
LABORATORY CORP AMER HLDGS Common Stock 50540R409   4,994,685 24,843 SH   DFND 1 0 24,843 0
LAUDER ESTEE COS INC Common Stock 518439104   2,927,282 20,251 SH   DFND 1 0 20,251 0
LITTELFUSE INC Common Stock 537008104   11,549,102 46,697 SH   DFND 1 0 46,697 0
LULULEMON ATHLETICA INC Common Stock 550021109   3,948,261 10,239 SH   DFND 1 0 10,239 0
MASCO CORP Common Stock 574599106   11,011,609 206,017 SH   DFND 1 0 206,017 0
MATCH GROUP INC NEW Common Stock 57667L107   5,937,598 151,566 SH   DFND 1 0 151,566 0
MEDTRONIC PLC Common Stock G5960L103   28,509,327 363,825 SH   DFND 1 310,501 53,324 0
MERCK & CO INC Common Stock 58933Y105   6,188,325 60,110 SH   DFND 1 0 60,110 0
METTLER TOLEDO INTERNATIONAL Common Stock 592688105   16,438,218 14,835 SH   DFND 1 0 14,835 0
MICROSOFT CORP Common Stock 594918104   7,854,913 24,877 SH   DFND 1 0 24,877 0
MIDDLESEX WTR CO Common Stock 596680108   6,293,750 95,000 SH   DFND 1 0 95,000 0
MOTOROLA SOLUTIONS INC Common Stock 620076307   13,560,274 49,810 SH   DFND 1 0 49,810 0
MSA SAFETY INC Common Stock 553498106   23,111,490 146,600 SH   DFND 1 0 146,600 0
MSCI INC Common Stock 55354G100   8,514,563 16,595 SH   DFND 1 0 16,595 0
NASDAQ INC Common Stock 631103108   7,340,297 151,066 SH   DFND 1 0 151,066 0
NATERA INC Common Stock 632307104   3,871,610 87,494 SH   DFND 1 0 87,494 0
NETFLIX INC Common Stock 64110L106   4,077,325 10,798 SH   DFND 1 0 10,798 0
NEW YORK TIMES CO Common Stock 650111107   4,803,302 116,585 SH   DFND 1 0 116,585 0
NIKE INC Common Stock 654106103   3,138,631 32,824 SH   DFND 1 0 32,824 0
NVENT ELECTRIC PLC Common Stock G6700G107   51,497,802 971,840 SH   DFND 1 523,840 448,000 0
NVIDIA CORPORATION Common Stock 67066G104   37,434,369 86,058 SH   DFND 1 0 86,058 0
OKTA INC Common Stock 679295105   15,079,350 185,000 SH   DFND 1 0 185,000 0
OMNICELL COM Common Stock 68213N109   12,241,782 271,798 SH   DFND 1 0 271,798 0
ON SEMICONDUCTOR CORP Common Stock 682189105   12,730,711 136,963 SH   DFND 1 0 136,963 0
ORACLE CORP Common Stock 68389X105   4,352,888 41,096 SH   DFND 1 0 41,096 0
OSI SYSTEMS INC Common Stock 671044105   15,699,320 133,000 SH   DFND 1 0 133,000 0
PALO ALTO NETWORKS INC Common Stock 697435105   18,755,200 80,000 SH   DFND 1 0 80,000 0
PAYCOM SOFTWARE INC Common Stock 70432V102   4,814,125 18,568 SH   DFND 1 0 18,568 0
PAYPAL HLDGS INC Common Stock 70450Y103   8,359,780 143,000 SH   DFND 1 0 143,000 0
PENTAIR PLC Common Stock G7S00T104   14,292,721 220,737 SH   DFND 1 0 220,737 0
PLANET FITNESS INC Common Stock 72703H101   10,334,784 210,142 SH   DFND 1 0 210,142 0
POOL CORP Common Stock 73278L105   6,205,755 17,427 SH   DFND 1 0 17,427 0
POWERSCHOOL HOLDINGS INC Common Stock 73939C106   2,535,563 111,896 SH   DFND 1 0 111,896 0
PRIMO WATER CORPORATION Common Stock 74167P108   9,431,500 683,442 SH   DFND 1 0 683,442 0
PROCTER AND GAMBLE CO Common Stock 742718109   5,057,987 34,677 SH   DFND 1 0 34,677 0
PTC INC Common Stock 69370C100   27,077,598 191,118 SH   DFND 1 0 191,118 0
RAPID7 INC Common Stock 753422104   14,832,720 324,000 SH   DFND 1 0 324,000 0
ROCKWELL AUTOMATION INC Common Stock 773903109   15,887,511 55,576 SH   DFND 1 0 55,576 0
ROLLINS INC Common Stock 775711104   20,718,150 555,000 SH   DFND 1 0 555,000 0
ROPER TECHNOLOGIES INC Common Stock 776696106   18,682,554 38,578 SH   DFND 1 0 38,578 0
S&P GLOBAL INC Common Stock 78409V104   6,193,334 16,949 SH   DFND 1 0 16,949 0
SERVICENOW INC Common Stock 81762P102   54,968,126 98,340 SH   DFND 1 0 98,340 0
SJW GROUP Common Stock 784305104   5,785,347 96,246 SH   DFND 1 0 96,246 0
SMITH A O CORP Common Stock 831865209   12,498,570 189,000 SH   DFND 1 0 189,000 0
SNOWFLAKE INC Common Stock 833445109   26,369,630 172,610 SH   DFND 1 0 172,610 0
SOHO HOUSE & CO INC Common Stock 586001109   2,709,055 390,917 SH   DFND 1 0 390,917 0
SPLUNK INC Common Stock 848637104   94,765,320 647,968 SH   DFND 1 0 647,968 0
SPROUTS FMRS MKT INC Common Stock 85208M102   4,491,903 104,951 SH   DFND 1 0 104,951 0
SPS COMM INC Common Stock 78463M107   13,571,514 79,547 SH   DFND 1 0 79,547 0
STANTEC INC Common Stock 85472N109   14,838,824 227,642 SH   DFND 1 0 227,642 0
STERICYCLE INC Common Stock 858912108   19,135,880 428,000 SH   DFND 1 0 428,000 0
STERIS PLC Common Stock G8473T100   47,335,915 215,732 SH   DFND 1 119,732 96,000 0
SYNOPSYS INC Common Stock 871607107   49,733,530 108,359 SH   DFND 1 0 108,359 0
T-MOBILE US INC Common Stock 872590104   7,518,724 53,686 SH   DFND 1 0 53,686 0
TE CONNECTIVITY LTD Common Stock H84989104   11,235,424 90,953 SH   DFND 1 0 90,953 0
TERADYNE INC Common Stock 880770102   12,396,262 123,395 SH   DFND 1 0 123,395 0
TETRA TECH INC NEW Common Stock 88162G103   9,767,928 64,250 SH   DFND 1 0 64,250 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   28,545,963 56,396 SH   DFND 1 0 56,396 0
TOPGOLF CALLAWAY BRANDS CORP Common Stock 131193104   3,516,659 250,118 SH   DFND 1 0 250,118 0
TORO CO Common Stock 891092108   8,847,906 106,473 SH   DFND 1 0 106,473 0
TRACTOR SUPPLY CO Common Stock 892356106   4,295,929 21,157 SH   DFND 1 0 21,157 0
TRANSUNION Common Stock 89400J107   11,271,030 157,000 SH   DFND 1 0 157,000 0
TYLER TECHNOLOGIES INC Common Stock 902252105   11,723,597 30,361 SH   DFND 1 0 30,361 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   5,761,883 11,428 SH   DFND 1 0 11,428 0
VAIL RESORTS INC Common Stock 91879Q109   5,089,047 22,935 SH   DFND 1 0 22,935 0
VARONIS SYS INC Common Stock 922280102   21,866,640 716,000 SH   DFND 1 0 716,000 0
VISA INC Common Stock 92826C839   20,697,220 89,984 SH   DFND 1 0 89,984 0
WABTEC Common Stock 929740108   24,335,830 229,000 SH   DFND 1 0 229,000 0
WASTE CONNECTIONS INC Common Stock 94106B101   16,783,337 124,969 SH   DFND 1 0 124,969 0
WASTE MGMT INC DEL Common Stock 94106L109   11,662,575 76,506 SH   DFND 1 0 76,506 0
WIX COM LTD Common Stock M98068105   4,277,329 46,594 SH   DFND 1 0 46,594 0
XYLEM INC Common Stock 98419M100   17,083,509 187,669 SH   DFND 1 0 187,669 0
YETI HLDGS INC Common Stock 98585X104   3,156,722 65,465 SH   DFND 1 0 65,465 0
ZOETIS INC Common Stock 98978V103   5,736,121 32,970 SH   DFND 1 0 32,970 0
ZSCALER INC Common Stock 98980G102   12,447,200 80,000 SH   DFND 1 0 80,000 0
ZURN ELKAY WATER SOLNS CORP Common Stock 98983L108   10,487,242 374,277 SH   DFND 1 0 374,277 0