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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
ADOBE SYSTEMS COM 00724F101   740,775 2,100 SH   SOLE   2,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   795,770 6,200 SH   SOLE   6,200 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,203,040 41,200 SH   SOLE   41,200 0 0
BENTLEY SYSTEMS INC-CLASS B COM CL B 08265T208   5,250,960 102,000 SH   SOLE   102,000 0 0
CONSTELLATION ENERGY COM 21037T109   5,725,818 17,400 SH   SOLE   17,400 0 0
EMCOR GROUP INC COM 29084Q100   6,560,354 10,100 SH   SOLE   10,100 0 0
GE HEALTHCARE TECHNOLOGY COMMON STOCK 36266G107   8,486,300 113,000 SH   SOLE   113,000 0 0
IDEX CORP COM 45167R104   4,248,036 26,100 SH   SOLE   26,100 0 0
IQVIA HOLDINGS INC COM 46266C105   8,965,168 47,200 SH   SOLE   47,200 0 0
J.P.MORGAN CHASE & CO COM 46625H100   1,167,091 3,700 SH   SOLE   3,700 0 0
NVIDIA COM 67066G104   186,580 1,000 SH   SOLE   1,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103   502,950 7,500 SH   SOLE   7,500 0 0
PROLOGIS INC COM 74340W103   813,092 7,100 SH   SOLE   7,100 0 0
SALESFORCE INC COM 79466L302   853,200 3,600 SH   SOLE   3,600 0 0
STANTEC INC COM 85472N109   7,578,804 70,300 SH   SOLE   70,300 0 0
VERALTO COM SHS 92338C103   6,002,143 56,300 SH   SOLE   56,300 0 0
WASTE MANAGEMENT COM 94106L109   8,115,503 36,750 SH   SOLE   36,750 0 0
XYLEM COM 98419M100   8,304,250 56,300 SH   SOLE   56,300 0 0
ZOETIS INC CL A 98978V103   7,769,592 53,100 SH   SOLE   53,100 0 0