The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACUITY INC | COM | 00508Y102 | 25,299,232 | 84,800 | SH | SOLE | 84,800 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 33,232,697 | 85,937 | SH | SOLE | 85,937 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 63,564,787 | 553,411 | SH | SOLE | 553,411 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 23,915,940 | 299,924 | SH | SOLE | 299,924 | 0 | 0 | ||
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 16,690,374 | 229,800 | SH | SOLE | 229,800 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 21,618,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 30,568,309 | 1,056,265 | SH | SOLE | 1,056,265 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 15,921,750 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| BLACKBAUD INC | COM | 09227Q100 | 3,210,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 2,966,160 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | 22,421,640 | 493,000 | SH | SOLE | 493,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 33,886,050 | 90,750 | SH | SOLE | 90,750 | 0 | 0 | ||
| COOPER COS INC | COM | 216648501 | 17,647,680 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 35,394,757 | 932,914 | SH | SOLE | 932,914 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 39,102,881 | 76,900 | SH | SOLE | 76,900 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 1,761,151 | 4,300 | SH | SOLE | 4,300 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 49,436,257 | 664,198 | SH | SOLE | 664,198 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 39,829,068 | 509,258 | SH | SOLE | 509,258 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 36,243,293 | 93,180 | SH | SOLE | 93,180 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 45,341,622 | 274,100 | SH | SOLE | 274,100 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 41,573,816 | 1,415,038 | SH | SOLE | 1,415,038 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 17,605,980 | 801,000 | SH | SOLE | 801,000 | 0 | 0 | ||
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 | 14,773,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 3,973,540 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | 10,713,980 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 49,579,098 | 91,237 | SH | SOLE | 91,237 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 67,226,660 | 75,101 | SH | SOLE | 75,101 | 0 | 0 | ||
| LIFE360 INC | COM | 532206109 | 2,477,980 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 54,937,502 | 97,764 | SH | SOLE | 97,764 | 0 | 0 | ||
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 | 30,243,440 | 808,000 | SH | SOLE | 808,000 | 0 | 0 | ||
| MSA SAFETY INC | COM | 553498106 | 20,438,660 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 25,963,200 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 16,296,451 | 959,179 | SH | SOLE | 959,179 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 77,551,882 | 491,270 | SH | SOLE | 491,270 | 0 | 0 | ||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 2,415,375 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | ||
| OWENS CORNING NEW | CL A | 690742101 | 21,453,120 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 45,307,825 | 221,500 | SH | SOLE | 221,500 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 27,916,800 | 256,000 | SH | SOLE | 256,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 37,869,567 | 237,695 | SH | SOLE | 237,695 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 31,398,600 | 121,700 | SH | SOLE | 121,700 | 0 | 0 | ||
| REVVITY INC | COM | 714046109 | 3,627,000 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| SMURFIT WESTROCK PLC | SHS | G8267P108 | 318,644 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 18,728,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| STRIDE INC | COM | 86333M108 | 3,048,990 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 57,042,186 | 251,853 | SH | SOLE | 251,853 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 28,558,450 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 21,146,540 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 31,111,080 | 240,500 | SH | SOLE | 240,500 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 7,400,640 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | 3,218,160 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||