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 4,598,174 21,142 SH SOLE 21,142 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 42,291,441 308,404 SH SOLE 300,977 0 7,427
ADVANCED MICRO DEVICES INC COM 007903107 4,373,745 21,500 SH SOLE 21,500 0 0
AECOM COM 00766T100 31,547,697 371,937 SH SOLE 363,318 0 8,619
AGILENT TECHNOLOGIES INC COM 00846U101 127,377,779 1,117,545 SH SOLE 1,091,713 0 25,832
ALBEMARLE CORP COM 012653101 34,992,551 194,912 SH SOLE 194,912 0 0
ALCON AG ORD SHS H01301128 5,297,030 70,299 SH SOLE 70,299 0 0
AMBARELLA INC SHS G037AX101 5,361,327 104,154 SH SOLE 104,154 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 24,965,166 183,446 SH SOLE 179,000 0 4,446
ANALOG DEVICES INC COM 032654105 125,334,116 393,959 SH SOLE 393,959 0 0
API GROUP CORP COM STK 00187Y100 42,466,338 1,048,034 SH SOLE 1,023,000 0 25,034
APPLIED INDL TECHNOLOGIES IN COM 03820C105 41,130,437 155,022 SH SOLE 152,900 0 2,122
ARM HOLDINGS PLC SPONSORED ADS 042068205 152,400,078 1,007,404 SH SOLE 1,007,404 0 0
AURA MINERALS INC SHS NEW G06973112 23,337,600 286,000 SH SOLE 286,000 0 0
AUTODESK INC COM 052769106 122,818,664 513,027 SH SOLE 509,266 0 3,761
AVANTOR INC COM 05352A100 32,845,962 4,189,536 SH SOLE 4,090,000 0 99,536
AZZ INC COM 002474104 7,082,358 56,600 SH SOLE 56,600 0 0
BADGER METER INC COM 056525108 21,541,223 141,393 SH SOLE 137,929 0 3,464
BENTLEY SYS INC COM CL B 08265T208 10,133,419 288,537 SH SOLE 282,000 0 6,537
BLOOM ENERGY CORP COM CL A 093712107 35,376,574 261,101 SH SOLE 261,101 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,777,566 44,264 SH SOLE 44,264 0 0
BROADCOM INC COM 11135F101 13,525,587 43,700 SH SOLE 43,700 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 53,453,015 1,342,029 SH SOLE 1,342,029 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,114,800 40,000 SH SOLE 40,000 0 0
CARLISLE COS INC COM 142339100 83,281,227 249,629 SH SOLE 249,629 0 0
CAVCO INDS INC DEL COM 149568107 14,141,268 29,200 SH SOLE 29,200 0 0
CECO ENVIRONMENTAL CORP COM 125141101 11,841,108 198,743 SH SOLE 193,904 0 4,839
CENCORA INC COM 03073E105 21,361,520 68,000 SH SOLE 68,000 0 0
CINTAS CORP COM 172908105 26,166,973 154,706 SH SOLE 151,000 0 3,706
CISCO SYS INC COM 17275R102 5,586,480 72,000 SH SOLE 72,000 0 0
CLEAN HARBORS INC COM 184496107 2,723,935 9,500 SH SOLE 9,500 0 0
COHERENT CORP COM 19247G107 27,251,224 114,400 SH SOLE 114,400 0 0
COLGATE PALMOLIVE CO COM 194162103 2,924,326 34,311 SH SOLE 34,311 0 0
COMFORT SYS USA INC COM 199908104 43,402,331 31,474 SH SOLE 31,000 0 474
COMMERCIAL METALS CO COM 201723103 10,105,235 164,500 SH SOLE 164,500 0 0
CORE & MAIN INC CL A 21874C102 37,582,730 760,784 SH SOLE 743,000 0 17,784
CORNING INC COM 219350105 35,692,125 262,500 SH SOLE 262,500 0 0
CVS HEALTH CORP COM 126650100 4,435,675 61,761 SH SOLE 61,761 0 0
DANAHER CORP DEL COM 235851102 54,582,238 287,881 SH SOLE 281,000 0 6,881
DECKERS OUTDOOR CORP COM 243537107 1,765,588 17,640 SH SOLE 17,640 0 0
DOVER CORP COM 260003108 27,132,269 130,162 SH SOLE 127,000 0 3,162
ECOLAB INC COM 278865100 49,535,052 186,208 SH SOLE 181,919 0 4,289
ELI LILLY & CO COM 532457108 1,326,308 1,442 SH SOLE 1,442 0 0
EMCOR GROUP INC COM 29084Q100 47,443,801 64,260 SH SOLE 63,200 0 1,060
EMERSON ELEC CO COM 291011104 6,921,132 52,825 SH SOLE 52,825 0 0
ENPHASE ENERGY INC COM 29355A107 39,778,956 1,052,075 SH SOLE 1,052,075 0 0
FABRINET SHS G3323L100 5,110,896 9,800 SH SOLE 9,800 0 0
FEDERAL SIGNAL CORP COM 313855108 26,105,753 241,407 SH SOLE 235,653 0 5,754
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 54,281,468 232,708 SH SOLE 228,500 0 4,208
FIRST SOLAR INC COM 336433107 127,369,204 645,692 SH SOLE 645,692 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 25,201,470 646,689 SH SOLE 631,000 0 15,689
GENERAC HLDGS INC COM 368736104 93,173,582 477,006 SH SOLE 477,006 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 24,072,565 577,003 SH SOLE 563,000 0 14,003
H2O AMERICA COM 784305104 359,471 6,127 SH SOLE 6,127 0 0
HESAI GROUP SPONSORED ADS 428050108 16,068,161 840,385 SH SOLE 840,385 0 0
HUDBAY MINERALS INC COM 443628102 18,830,900 901,000 SH SOLE 901,000 0 0
ICF INTL INC COM 44925C103 11,503,315 176,188 SH SOLE 172,000 0 4,188
IDEX CORP COM 45167R104 71,852,908 379,071 SH SOLE 370,000 0 9,071
INGERSOLL RAND INC COM 45687V106 6,241,348 77,900 SH SOLE 77,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,221,467 58,187 SH SOLE 58,187 0 0
ITRON INC COM 465741106 85,304,008 951,735 SH SOLE 948,263 0 3,472
JACOBS SOLUTIONS INC COM 46982L108 38,607,842 303,330 SH SOLE 296,000 0 7,330
KEYSIGHT TECHNOLOGIES INC COM 49338L103 22,166,045 78,500 SH SOLE 78,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 83,592,066 901,165 SH SOLE 901,165 0 0
LINDE PLC SHS G54950103 21,723,212 43,818 SH SOLE 43,818 0 0
LUMENTUM HLDGS INC COM 55024U109 150,971,120 214,826 SH SOLE 214,826 0 0
MARVELL TECHNOLOGY INC COM 573874104 119,088,509 1,202,307 SH SOLE 1,202,307 0 0
MAXIMUS INC COM 577933104 2,012,996 31,404 SH SOLE 31,404 0 0
MEDTRONIC PLC SHS G5960L103 5,117,809 59,063 SH SOLE 59,063 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 21,331,937 16,914 SH SOLE 16,500 0 414
MIRION TECHNOLOGIES INC COM CL A 60471A101 4,275,700 230,000 SH SOLE 230,000 0 0
MKS INC. COM 55306N104 10,479,336 45,600 SH SOLE 45,600 0 0
MONOLITHIC PWR SYS INC COM 609839105 103,860,596 94,993 SH SOLE 94,993 0 0
MUELLER WTR PRODS INC COM SER A 624758108 9,584,911 348,669 SH SOLE 340,000 0 8,669
NEXTPOWER INC CLASS A COM 65290E101 103,452,152 858,168 SH SOLE 858,168 0 0
NVENT ELEC PLC SHS G6700G107 168,476,613 1,424,388 SH SOLE 1,424,388 0 0
NVIDIA CORPORATION COM 67066G104 22,584,800 129,500 SH SOLE 129,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 20,916,572 106,251 SH SOLE 106,251 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,636,158 48,094 SH SOLE 48,094 0 0
ON SEMICONDUCTOR CORP COM 682189105 121,505,554 1,962,299 SH SOLE 1,962,299 0 0
ONTO INNOVATION INC COM 683344105 23,521,529 114,700 SH SOLE 114,700 0 0
OSI SYSTEMS INC COM 671044105 9,691,115 36,500 SH SOLE 36,500 0 0
OWENS CORNING NEW COM 690742101 2,218,510 20,500 SH SOLE 20,500 0 0
PENTAIR PLC SHS G7S00T104 25,535,077 293,136 SH SOLE 286,000 0 7,136
POWER INTEGRATIONS INC COM 739276103 44,552,704 870,170 SH SOLE 870,170 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 66,572,067 1,167,931 SH SOLE 1,167,931 0 0
PTC INC COM 69370C100 10,179,913 71,443 SH SOLE 71,443 0 0
QUALCOMM INC COM 747525103 17,709,955 137,521 SH SOLE 137,521 0 0
QUANTA SVCS INC COM 74762E102 177,514,087 323,329 SH SOLE 323,329 0 0
REGAL REXNORD CORPORATION COM 758750103 107,323,762 573,127 SH SOLE 573,127 0 0
REPUBLIC SVCS INC COM 760759100 16,825,554 76,822 SH SOLE 76,822 0 0
ROPER TECHNOLOGIES INC COM 776696106 26,469,081 74,801 SH SOLE 72,990 0 1,811
SENSIENT TECHNOLOGIES CORP COM 81725T100 10,443,508 120,818 SH SOLE 120,818 0 0
SIMPSON MFG INC COM 829073105 7,551,280 44,000 SH SOLE 44,000 0 0
SMITH A O CORP COM 831865209 17,749,070 269,170 SH SOLE 263,000 0 6,170
SNOWFLAKE INC COM SHS 833445109 14,704,950 97,500 SH SOLE 97,500 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 49,898,539 616,488 SH SOLE 616,488 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 30,177,267 1,004,904 SH SOLE 1,004,904 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 12,869,511 26,540 SH SOLE 26,540 0 0
SPROUTS FMRS MKT INC COM 85208M102 12,726,450 165,000 SH SOLE 165,000 0 0
SPX TECHNOLOGIES INC COM 78473E103 14,338,297 71,713 SH SOLE 70,000 0 1,713
STMICROELECTRONICS N V NY REGISTRY 861012102 18,256,151 528,398 SH SOLE 528,398 0 0
SUNRUN INC COM 86771W105 57,263,026 4,222,937 SH SOLE 4,222,937 0 0
SYNOPSYS INC COM 871607107 16,057,440 40,500 SH SOLE 40,500 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 17,920,747 85,737 SH SOLE 85,737 0 0
TERADYNE INC COM 880770102 40,240,294 135,736 SH SOLE 135,736 0 0
TESLA INC COM 88160R101 16,516,853 44,430 SH SOLE 44,430 0 0
TETRA TECH INC NEW COM 88162G103 68,891,970 2,287,250 SH SOLE 2,232,000 0 55,250
TEXAS INSTRS INC COM 882508104 24,078,602 124,027 SH SOLE 124,027 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 64,249,361 130,713 SH SOLE 127,872 0 2,841
TRANE TECHNOLOGIES PLC SHS G8994E103 72,605,276 174,222 SH SOLE 174,222 0 0
TRIMBLE INC COM 896239100 411,014 6,301 SH SOLE 6,301 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,095,109 15,134 SH SOLE 15,134 0 0
VALMONT INDS INC COM 920253101 13,281,706 33,240 SH SOLE 32,448 0 792
VEEVA SYS INC CL A COM 922475108 686,831 3,910 SH SOLE 3,910 0 0
VERALTO CORP COM SHS 92338C103 75,183,349 850,298 SH SOLE 830,000 0 20,298
VERTIV HOLDINGS CO COM CL A 92537N108 181,169,089 722,999 SH SOLE 722,999 0 0
VIAVI SOLUTIONS INC COM 925550105 21,964,800 660,000 SH SOLE 660,000 0 0
VITAL FARMS INC COM 92847W103 287,384 20,353 SH SOLE 20,353 0 0
WASTE MGMT INC DEL COM 94106L109 39,243,076 170,778 SH SOLE 166,846 0 3,932
WATERS CORP COM 941848103 43,142,882 144,872 SH SOLE 141,581 0 3,291
WATTS WATER TECHNOLOGIES INC CL A 942749102 18,297,559 63,032 SH SOLE 61,500 0 1,532
WESCO INTL INC COM 95082P105 9,576,700 35,000 SH SOLE 35,000 0 0
XPENG INC ADS 98422D105 10,634,977 621,565 SH SOLE 621,565 0 0
XYLEM INC COM 98419M100 83,372,402 697,677 SH SOLE 681,000 0 16,677
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 348,536 1,667 SH SOLE 1,667 0 0