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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 8,181,127 39,047 SH DFND 39,047 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 34,978,890 321,941 SH DFND 315,000 0 6,941
ADVANCED MICRO DEVICES INC COM 007903107 277,398 2,700 SH DFND 0 0 2,700
AECOM COM 00766T100 40,173,975 433,236 SH DFND 423,949 0 9,287
AGILENT TECHNOLOGIES INC COM 00846U101 128,995,600 1,102,715 SH DFND 1,080,483 0 22,232
ALBEMARLE CORP COM 012653101 28,290,176 392,810 SH DFND 387,710 0 5,100
ALCON AG ORD SHS H01301128 12,648,663 133,242 SH DFND 133,242 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 19,434,355 781,752 SH DFND 781,752 0 0
AMBARELLA INC SHS G037AX101 21,094,310 419,120 SH DFND 419,120 0 0
AMER STATES WTR CO COM 029899101 19,148,116 243,367 SH DFND 238,000 0 5,367
AMERICAN WTR WKS CO INC NEW COM 030420103 53,724,129 364,182 SH DFND 356,265 0 7,917
ANALOG DEVICES INC COM 032654105 73,595,634 364,931 SH DFND 363,296 0 1,635
API GROUP CORP COM STK 00187Y100 32,333,835 904,190 SH DFND 880,977 0 23,213
APPLIED INDL TECHNOLOGIES IN COM 03820C105 38,747,213 171,950 SH DFND 169,000 0 2,950
ARM HOLDINGS PLC SPONSORED ADS 042068205 83,113,696 778,291 SH DFND 774,891 0 3,400
AUTODESK INC COM 052769106 162,782,789 621,783 SH DFND 616,189 0 5,594
AVANTOR INC COM 05352A100 134,363,393 8,288,920 SH DFND 8,110,000 0 178,920
AVERY DENNISON CORP COM 053611109 226,200 1,271 SH DFND 1,271 0 0
BADGER METER INC COM 056525108 6,720,962 35,327 SH DFND 34,587 0 740
BATH & BODY WORKS INC COM 070830104 4,953,136 163,362 SH DFND 163,362 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 10,566,470 141,908 SH DFND 141,908 0 0
BENTLEY SYS INC COM CL B 08265T208 12,065,814 306,706 SH DFND 300,000 0 6,706
BOSTON SCIENTIFIC CORP COM 101137107 10,367,337 102,769 SH DFND 102,769 0 0
BROADCOM INC COM 11135F101 251,145 1,500 SH DFND 0 0 1,500
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 57,180,383 2,048,008 SH DFND 2,031,094 0 16,914
CADENCE DESIGN SYSTEM INC COM 127387108 5,366,363 21,100 SH DFND 21,100 0 0
CARLISLE COS INC COM 142339100 92,081,415 270,430 SH DFND 268,930 0 1,500
CAVCO INDS INC DEL COM 149568107 13,146,639 25,300 SH DFND 25,300 0 0
CECO ENVIRONMENTAL CORP COM 125141101 11,816,168 518,253 SH DFND 507,000 0 11,253
CELESTICA INC COM 15101Q207 3,152,400 40,000 SH DFND 40,000 0 0
CINTAS CORP COM 172908105 30,394,599 147,884 SH DFND 144,692 0 3,192
CLEAN HARBORS INC COM 184496107 58,470,898 296,656 SH DFND 291,400 0 5,256
CLOUDFLARE INC CL A COM 18915M107 4,282,220 38,000 SH DFND 38,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 11,281,786 129,631 SH DFND 129,631 0 0
COLGATE PALMOLIVE CO COM 194162103 3,748,281 40,003 SH DFND 40,003 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 549,207 7,256 SH DFND 7,256 0 0
COMFORT SYS USA INC COM 199908104 41,661,797 129,252 SH DFND 127,300 0 1,952
CORE & MAIN INC CL A 21874C102 87,795,889 1,817,344 SH DFND 1,777,551 0 39,793
CORNING INC COM 219350105 10,323,390 225,500 SH DFND 225,500 0 0
CVS HEALTH CORP COM 126650100 8,673,355 128,020 SH DFND 128,020 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 6,760,000 20,000 SH DFND 20,000 0 0
DANAHER CORPORATION COM 235851102 67,046,890 327,058 SH DFND 320,000 0 7,058
DECKERS OUTDOOR CORP COM 243537107 5,279,668 47,220 SH DFND 47,220 0 0
DELL TECHNOLOGIES INC CL C 24703L202 8,294,650 91,000 SH DFND 91,000 0 0
DOVER CORP COM 260003108 23,506,335 133,802 SH DFND 131,000 0 2,802
ECOLAB INC COM 278865100 54,224,378 213,886 SH DFND 209,470 0 4,416
EMCOR GROUP INC COM 29084Q100 21,141,727 57,197 SH DFND 56,000 0 1,197
EMERSON ELEC CO COM 291011104 5,791,733 52,825 SH DFND 52,825 0 0
ENERGY RECOVERY INC COM 29270J100 9,735,628 612,689 SH DFND 600,000 0 12,689
EXPONENT INC COM 30214U102 2,472,330 30,500 SH DFND 30,500 0 0
FEDERAL SIGNAL CORP COM 313855108 20,509,270 278,848 SH DFND 273,000 0 5,848
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 90,762,284 566,450 SH DFND 555,500 0 10,950
FIRST SOLAR INC COM 336433107 76,365,111 604,011 SH DFND 600,188 0 3,823
FORTUNE BRANDS INNOVATIONS I COM 34964C106 39,638,298 651,089 SH DFND 637,000 0 14,089
GE VERNOVA INC COM 36828A101 518,976 1,700 SH DFND 0 0 1,700
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 32,724,131 677,378 SH DFND 663,000 0 14,378
HUBBELL INC COM 443510607 3,540,737 10,700 SH DFND 10,700 0 0
ICF INTL INC COM 44925C103 14,387,630 169,326 SH DFND 165,689 0 3,637
ICON PLC SHS G4705A100 4,562,339 26,072 SH DFND 26,072 0 0
IDEX CORP COM 45167R104 50,269,666 277,779 SH DFND 272,000 0 5,779
ILLINOIS TOOL WKS INC COM 452308109 9,424,380 38,000 SH DFND 38,000 0 0
INGERSOLL RAND INC COM 45687V106 26,003,988 324,928 SH DFND 318,000 0 6,928
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,543,221 84,309 SH DFND 84,309 0 0
INVITATION HOMES INC COM 46187W107 11,988,400 344,000 SH DFND 344,000 0 0
IPG PHOTONICS CORP COM 44980X109 4,545,701 71,994 SH DFND 71,994 0 0
ITRON INC COM 465741106 31,066,054 296,545 SH DFND 296,545 0 0
JOHNSON CTLS INTL PLC SHS G51502105 30,056,952 375,196 SH DFND 375,196 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 11,532,290 77,000 SH DFND 77,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 51,299,562 978,066 SH DFND 970,866 0 7,200
LINDE PLC SHS G54950103 25,764,792 55,332 SH DFND 53,582 0 1,750
LINDSAY CORP COM 535555106 13,086,723 103,436 SH DFND 101,113 0 2,323
LUMENTUM HLDGS INC COM 55024U109 32,841,710 526,816 SH DFND 526,816 0 0
MARVELL TECHNOLOGY INC COM 573874104 62,110,585 1,008,780 SH DFND 1,004,380 0 4,400
MASCO CORP COM 574599106 14,633,580 210,434 SH DFND 206,000 0 4,434
MAXIMUS INC COM 577933104 7,460,736 109,411 SH DFND 109,411 0 0
MEDTRONIC PLC SHS G5960L103 13,887,234 154,543 SH DFND 154,543 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 47,075,796 39,864 SH DFND 39,000 0 864
MONOLITHIC PWR SYS INC COM 609839105 67,304,360 116,046 SH DFND 116,046 0 0
NEXTRACKER INC CLASS A COM 65290E101 41,743,505 990,591 SH DFND 985,291 0 5,300
NOMAD FOODS LTD USD ORD SHS G6564A105 8,517,961 433,484 SH DFND 433,484 0 0
NVENT ELECTRIC PLC SHS G6700G107 80,320,807 1,532,255 SH DFND 1,524,055 0 8,200
NVIDIA CORPORATION COM 67066G104 13,688,394 126,300 SH DFND 119,000 0 7,300
NXP SEMICONDUCTORS N V COM N6596X109 26,931,502 141,700 SH DFND 140,000 0 1,700
ON HLDG AG NAMEN AKT A H5919C104 1,374,081 31,286 SH DFND 31,286 0 0
ON SEMICONDUCTOR CORP COM 682189105 52,858,019 1,299,042 SH DFND 1,292,742 0 6,300
ONTO INNOVATION INC COM 683344105 16,005,959 131,910 SH DFND 131,910 0 0
OWENS CORNING NEW COM 690742101 7,766,837 54,382 SH DFND 54,382 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,046,840 36,100 SH DFND 36,100 0 0
PALOMAR HLDGS INC COM 69753M105 4,455,100 32,500 SH DFND 32,500 0 0
PENTAIR PLC SHS G7S00T104 53,910,337 616,259 SH DFND 603,000 0 13,259
PONY AI INC SPONSORED ADS 732908108 6,588,540 747,000 SH DFND 747,000 0 0
POWER INTEGRATIONS INC COM 739276103 34,053,564 674,328 SH DFND 674,328 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 83,070,655 1,258,265 SH DFND 1,258,265 0 0
PTC INC COM 69370C100 103,394,416 667,276 SH DFND 663,999 0 3,277
QUALCOMM INC COM 747525103 29,615,240 192,795 SH DFND 192,795 0 0
QUANTA SVCS INC COM 74762E102 89,089,073 350,496 SH DFND 348,335 0 2,161
REGAL REXNORD CORPORATION COM 758750103 78,317,301 687,899 SH DFND 683,622 0 4,277
REPUBLIC SVCS INC COM 760759100 19,706,254 81,377 SH DFND 80,000 0 1,377
RESIDEO TECHNOLOGIES INC COM 76118Y104 10,195,572 576,021 SH DFND 564,000 0 12,021
ROPER TECHNOLOGIES INC COM 776696106 30,857,438 52,338 SH DFND 51,145 0 1,193
SENSIENT TECHNOLOGIES CORP COM 81725T100 17,518,738 235,372 SH DFND 235,372 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 365,200 110,000 SH DFND 110,000 0 0
SILGAN HLDGS INC COM 827048109 11,102,599 217,187 SH DFND 217,187 0 0
SIMPSON MFG INC COM 829073105 5,026,560 32,000 SH DFND 32,000 0 0
SMITH A O CORP COM 831865209 20,695,394 316,637 SH DFND 310,000 0 6,637
SMURFIT WESTROCK PLC SHS G8267P108 3,708,438 82,300 SH DFND 82,300 0 0
SNOWFLAKE INC CL A 833445109 7,015,680 48,000 SH DFND 48,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 46,309,288 1,165,600 SH DFND 1,151,900 0 13,700
SPROUTS FMRS MKT INC COM 85208M102 11,552,711 75,686 SH DFND 75,686 0 0
STERLING INFRASTRUCTURE INC COM 859241101 1,584,940 14,000 SH DFND 14,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 14,409,054 656,150 SH DFND 656,150 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 21,361,931 151,160 SH DFND 151,160 0 0
TERADYNE INC COM 880770102 21,911,219 265,269 SH DFND 265,269 0 0
TESLA INC COM 88160R101 25,806,894 99,579 SH DFND 96,350 0 3,229
TETRA TECH INC NEW COM 88162G103 93,369,394 3,192,116 SH DFND 3,129,182 0 62,934
TEXAS INSTRS INC COM 882508104 30,459,869 169,504 SH DFND 169,504 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 67,950,763 136,557 SH DFND 134,318 0 2,239
UNITEDHEALTH GROUP INC COM 91324P102 12,031,061 22,971 SH DFND 22,971 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 4,602,840 33,000 SH DFND 33,000 0 0
VALMONT INDS INC COM 920253101 19,155,461 67,125 SH DFND 65,679 0 1,446
VERALTO CORP COM SHS 92338C103 81,677,133 838,144 SH DFND 820,000 0 18,144
VERTIV HOLDINGS CO COM CL A 92537N108 76,455,973 1,058,947 SH DFND 1,053,828 0 5,119
WASTE MGMT INC DEL COM 94106L109 83,424,629 360,350 SH DFND 353,700 0 6,650
WATERS CORP COM 941848103 52,529,703 142,523 SH DFND 139,943 0 2,580
WATTS WATER TECHNOLOGIES INC CL A 942749102 14,436,109 70,793 SH DFND 69,300 0 1,493
WILLIAMS SONOMA INC COM 969904101 223,870 1,416 SH DFND 1,416 0 0
XPENG INC ADS 98422D105 24,030,414 1,159,769 SH DFND 1,131,500 0 28,269
XYLEM INC COM 98419M100 119,009,158 996,226 SH DFND 976,000 0 20,226
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 353,483 1,251 SH DFND 1,251 0 0