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 5,320,173 21,142 SH SOLE 21,142 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 42,651,526 271,735 SH SOLE 265,000 0 6,735
ADVANCED MICRO DEVICES INC COM 007903107 8,132,740 14,000 SH SOLE 14,000 0 0
AECOM COM 00766T100 24,125,532 345,638 SH SOLE 337,019 0 8,619
AGILENT TECHNOLOGIES INC COM 00846U101 133,837,515 1,007,585 SH SOLE 983,320 0 24,265
ALBEMARLE CORP COM 012653101 31,701,128 234,771 SH SOLE 234,771 0 0
ALCON AG ORD SHS H01301128 4,279,906 63,784 SH SOLE 63,784 0 0
AMBARELLA INC SHS G037AX101 9,115,564 106,242 SH SOLE 106,242 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 25,519,941 193,950 SH SOLE 189,072 0 4,878
ANALOG DEVICES INC COM 032654105 209,511,941 527,512 SH SOLE 527,512 0 0
API GROUP CORP COM STK 00187Y100 37,776,158 891,999 SH SOLE 870,000 0 21,999
APPLIED INDL TECHNOLOGIES IN COM 03820C105 50,899,014 150,522 SH SOLE 148,400 0 2,122
ARM HOLDINGS PLC SPONSORED ADS 042068205 293,359,163 827,366 SH SOLE 827,366 0 0
AURA MINERALS INC SHS NEW G06973112 25,620,650 407,000 SH SOLE 407,000 0 0
AUTODESK INC COM 052769106 99,714,130 512,880 SH SOLE 509,119 0 3,761
AVANTOR INC COM 05352A100 14,511,381 1,465,796 SH SOLE 1,428,165 0 37,631
AZZ INC COM 002474104 16,912,079 109,075 SH SOLE 109,075 0 0
BADGER METER INC COM 056525108 11,261,448 75,896 SH SOLE 74,000 0 1,896
BENTLEY SYS INC COM CL B 08265T208 13,637,014 456,240 SH SOLE 445,000 0 11,240
BLOOM ENERGY CORP COM CL A 093712107 95,846,020 316,637 SH SOLE 316,637 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,656,283 38,807 SH SOLE 38,807 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 21,989,999 58,590 SH SOLE 58,590 0 0
CARLISLE COS INC COM 142339100 91,428,236 252,042 SH SOLE 252,042 0 0
CAVCO INDS INC DEL COM 149568107 17,939,896 29,200 SH SOLE 29,200 0 0
CECO ENVIRONMENTAL CORP COM 125141101 14,987,617 165,171 SH SOLE 161,000 0 4,171
CELESTICA INC COM 15101Q207 1,824,000 5,000 SH SOLE 5,000 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 9,945,000 45,000 SH SOLE 45,000 0 0
CINTAS CORP COM 172908105 26,312,396 154,706 SH SOLE 151,000 0 3,706
CISCO SYS INC COM 17275R102 8,457,120 72,000 SH SOLE 72,000 0 0
CLEAN HARBORS INC COM 184496107 2,838,125 9,500 SH SOLE 9,500 0 0
COHERENT CORP COM 19247G107 29,311,883 74,307 SH SOLE 74,307 0 0
COLGATE PALMOLIVE CO COM 194162103 3,065,780 33,440 SH SOLE 33,440 0 0
COMFORT SYS USA INC COM 199908104 23,385,028 11,799 SH SOLE 11,545 0 254
COMMERCIAL METALS CO COM 201723103 14,369,750 229,000 SH SOLE 229,000 0 0
CORE & MAIN INC CL A 21874C102 34,343,578 711,784 SH SOLE 694,000 0 17,784
CORNING INC COM 219350105 72,383,243 283,378 SH SOLE 283,378 0 0
CVS HEALTH CORP COM 126650100 5,405,676 52,254 SH SOLE 52,254 0 0
DANAHER CORP DEL COM 235851102 58,988,608 309,684 SH SOLE 302,000 0 7,684
DECKERS OUTDOOR CORP COM 243537107 1,751,476 17,640 SH SOLE 17,640 0 0
DOVER CORP COM 260003108 28,295,613 126,162 SH SOLE 123,000 0 3,162
ECOLAB INC COM 278865100 60,451,126 216,974 SH SOLE 211,892 0 5,082
EDWARDS LIFESCIENCES CORP COM 28176E108 1,495,213 16,529 SH SOLE 16,529 0 0
ELI LILLY & CO COM 532457108 1,951,473 1,627 SH SOLE 1,627 0 0
EMCOR GROUP INC COM 29084Q100 54,323,945 65,460 SH SOLE 64,400 0 1,060
EMERSON ELEC CO COM 291011104 7,561,899 52,825 SH SOLE 52,825 0 0
ENPHASE ENERGY INC COM 29355A107 101,520,323 2,061,745 SH SOLE 2,061,745 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 65,493,349 275,959 SH SOLE 270,500 0 5,459
FERVO ENERGY CO CL A COM 31556C106 57,560,418 1,969,224 SH SOLE 1,969,224 0 0
FIRST SOLAR INC COM 336433107 153,827,751 651,923 SH SOLE 651,923 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 34,624,826 630,689 SH SOLE 615,000 0 15,689
GENERAC HLDGS INC COM 368736104 141,019,931 481,609 SH SOLE 481,609 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 17,099,551 464,788 SH SOLE 453,000 0 11,788
HESAI GROUP SPONSORED ADS 428050108 15,178,171 833,050 SH SOLE 833,050 0 0
HUDBAY MINERALS INC COM 443628102 28,875,030 1,223,000 SH SOLE 1,223,000 0 0
ICF INTL INC COM 44925C103 11,962,738 164,188 SH SOLE 160,000 0 4,188
IDEX CORP COM 45167R104 73,088,113 322,045 SH SOLE 314,238 0 7,807
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,358,532 42,395 SH SOLE 42,395 0 0
ITRON INC COM 465741106 91,185,227 1,053,799 SH SOLE 1,053,799 0 0
JACOBS SOLUTIONS INC COM 46982L108 38,249,946 303,571 SH SOLE 296,000 0 7,571
KEYSIGHT TECHNOLOGIES INC COM 49338L103 30,000,999 85,700 SH SOLE 85,700 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 139,172,491 909,862 SH SOLE 909,862 0 0
LINDE PLC SHS G54950103 35,835,402 69,055 SH SOLE 69,055 0 0
LUMENTUM HLDGS INC COM 55024U109 157,977,428 184,110 SH SOLE 184,110 0 0
MADISON AIR SOLUTIONS CORP COM SHS CL A 55658T105 23,840,973 611,307 SH SOLE 596,000 0 15,307
MARVELL TECHNOLOGY INC COM 573874104 286,184,710 960,706 SH SOLE 960,706 0 0
MAXIMUS INC COM 577933104 1,140,895 21,222 SH SOLE 21,222 0 0
MEDTRONIC PLC SHS G5960L103 3,066,538 39,199 SH SOLE 39,199 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 28,945,822 22,658 SH SOLE 22,100 0 558
MIRION TECHNOLOGIES INC COM CL A 60471A101 7,602,320 424,000 SH SOLE 424,000 0 0
MKS INC. COM 55306N104 28,908,442 64,992 SH SOLE 64,992 0 0
MONOLITHIC PWR SYS INC COM 609839105 132,752,178 96,033 SH SOLE 96,033 0 0
MUELLER WTR PRODS INC COM SER A 624758108 9,006,120 348,669 SH SOLE 340,000 0 8,669
NEXTPOWER INC CLASS A COM 65290E101 103,130,801 865,627 SH SOLE 865,627 0 0
NOVANTA INC COM 67000B104 8,112,000 50,000 SH SOLE 50,000 0 0
NVENT ELEC PLC SHS G6700G107 245,938,062 1,450,021 SH SOLE 1,450,021 0 0
NVIDIA CORPORATION COM 67066G104 25,911,655 129,500 SH SOLE 129,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 30,450,163 108,352 SH SOLE 108,352 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,554,690 43,893 SH SOLE 43,893 0 0
ON SEMICONDUCTOR CORP COM 682189105 162,803,174 1,722,056 SH SOLE 1,722,056 0 0
ONTO INNOVATION INC COM 683344105 55,707,840 147,200 SH SOLE 147,200 0 0
OSI SYSTEMS INC COM 671044105 7,982,550 36,500 SH SOLE 36,500 0 0
OWENS CORNING NEW COM 690742101 9,537,600 60,000 SH SOLE 60,000 0 0
PENTAIR PLC SHS G7S00T104 30,981,142 404,137 SH SOLE 394,000 0 10,137
POWER INTEGRATIONS INC COM 739276103 112,272,239 1,340,404 SH SOLE 1,340,404 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 47,899,144 1,179,201 SH SOLE 1,179,201 0 0
PTC INC COM 69370C100 8,276,262 72,848 SH SOLE 72,848 0 0
QUALCOMM INC COM 747525103 25,915,873 140,245 SH SOLE 140,245 0 0
QUANTA SVCS INC COM 74762E102 235,056,338 326,449 SH SOLE 326,449 0 0
REGAL REXNORD CORPORATION COM 758750103 168,131,890 705,873 SH SOLE 705,873 0 0
REPUBLIC SVCS INC COM 760759100 17,434,632 81,822 SH SOLE 81,822 0 0
ROPER TECHNOLOGIES INC COM 776696106 29,262,275 86,475 SH SOLE 84,300 0 2,175
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,235,767 58,689 SH SOLE 58,689 0 0
SIMPSON MFG INC COM 829073105 13,293,725 63,500 SH SOLE 63,500 0 0
SMITH A O CORP COM 831865209 15,878,822 253,170 SH SOLE 247,000 0 6,170
SNOWFLAKE INC COM SHS 833445109 18,196,750 71,500 SH SOLE 71,500 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 41,177,494 556,152 SH SOLE 556,152 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 89,939,841 2,641,405 SH SOLE 2,641,405 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,549,385 29,511 SH SOLE 29,511 0 0
SPROUTS FMRS MKT INC COM 85208M102 7,781,360 92,000 SH SOLE 92,000 0 0
SPX TECHNOLOGIES INC COM 78473E103 37,469,086 152,829 SH SOLE 149,000 0 3,829
STMICROELECTRONICS N V NY REGISTRY 861012102 40,356,723 538,880 SH SOLE 538,880 0 0
SUNRUN INC COM 86771W105 57,048,039 4,263,680 SH SOLE 4,263,680 0 0
SYNOPSYS INC COM 871607107 11,687,034 26,200 SH SOLE 26,200 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 17,626,762 87,430 SH SOLE 87,430 0 0
TERADYNE INC COM 880770102 62,500,516 129,176 SH SOLE 129,176 0 0
TEREX CORP NEW COM 880779103 21,672,408 299,384 SH SOLE 291,903 0 7,481
TESLA INC COM 88160R101 19,059,068 45,314 SH SOLE 45,314 0 0
TETRA TECH INC NEW COM 88162G103 89,537,333 3,099,250 SH SOLE 3,044,000 0 55,250
TEXAS INSTRS INC COM 882508104 36,419,385 122,184 SH SOLE 122,184 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 95,726,169 190,933 SH SOLE 187,801 0 3,132
TIMKEN CO COM 887389104 34,177,811 235,190 SH SOLE 235,190 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 86,397,009 175,904 SH SOLE 175,904 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,550,733 10,949 SH SOLE 10,949 0 0
VEECO INSTRS INC DEL COM 922417100 17,434,000 230,000 SH SOLE 230,000 0 0
VEEVA SYS INC CL A COM 922475108 693,908 3,910 SH SOLE 3,910 0 0
VERALTO CORP COM SHS 92338C103 78,230,747 882,169 SH SOLE 860,000 0 22,169
VERTIV HOLDINGS CO COM CL A 92537N108 213,588,374 637,920 SH SOLE 637,920 0 0
VIAVI SOLUTIONS INC COM 925550105 42,784,000 896,000 SH SOLE 896,000 0 0
VITAL FARMS INC COM 92847W103 173,717 14,937 SH SOLE 14,937 0 0
WASTE MGMT INC DEL COM 94106L109 49,123,866 220,405 SH SOLE 215,131 0 5,274
WATERS CORP COM 941848103 57,079,213 152,195 SH SOLE 148,581 0 3,614
WATTS WATER TECHNOLOGIES INC CL A 942749102 33,317,875 85,114 SH SOLE 83,000 0 2,114
WESCO INTL INC COM 95082P105 22,591,122 65,400 SH SOLE 65,400 0 0
XPENG INC ADS 98422D105 8,394,041 633,991 SH SOLE 633,991 0 0
XYLEM INC COM 98419M100 96,158,043 813,451 SH SOLE 793,000 0 20,451
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1,564,555 5,943 SH SOLE 5,943 0 0