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 | 35,029,380 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 82,923,695 | 528,311 | SH | SOLE | 528,311 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 34,650,280 | 293,224 | SH | SOLE | 293,224 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 20,371,050 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 34,574,486 | 1,670,265 | SH | SOLE | 1,670,265 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 11,128,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| BLACKBAUD INC | COM | 09227Q100 | 2,721,360 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 1,204,960 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | 23,984,450 | 493,000 | SH | SOLE | 493,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 38,723,563 | 106,750 | SH | SOLE | 106,750 | 0 | 0 | ||
| COOPER COS INC | COM | 216648501 | 21,477,145 | 299,500 | SH | SOLE | 299,500 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 56,581,623 | 1,035,914 | SH | SOLE | 1,035,914 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 46,972,137 | 74,050 | SH | SOLE | 74,050 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 1,841,280 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 58,836,152 | 526,498 | SH | SOLE | 526,498 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 44,629,165 | 493,358 | SH | SOLE | 493,358 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 38,441,732 | 32,050 | SH | SOLE | 32,050 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 75,737,900 | 321,250 | SH | SOLE | 321,250 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 50,487,045 | 2,030,038 | SH | SOLE | 2,030,038 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 23,779,070 | 941,000 | SH | SOLE | 941,000 | 0 | 0 | ||
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 | 26,358,750 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | 7,482,090 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 35,456,292 | 89,187 | SH | SOLE | 89,187 | 0 | 0 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 3,676,290 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 102,407,612 | 340,010 | SH | SOLE | 340,010 | 0 | 0 | ||
| LIFE360 INC | COM | 532206109 | 2,876,120 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 60,843,110 | 118,464 | SH | SOLE | 118,464 | 0 | 0 | ||
| MCGRAW HILL INC | COM | 580907103 | 2,083,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 | 45,677,520 | 504,000 | SH | SOLE | 504,000 | 0 | 0 | ||
| MSA SAFETY INC | COM | 553498106 | 23,742,880 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 26,940,690 | 1,043,000 | SH | SOLE | 1,043,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 76,821,703 | 384,570 | SH | SOLE | 384,570 | 0 | 0 | ||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 3,151,500 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 24,797,760 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 97,173,180 | 285,300 | SH | SOLE | 285,300 | 0 | 0 | ||
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | 19,302,900 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 40,633,211 | 277,095 | SH | SOLE | 277,095 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 27,672,960 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
| REVVITY INC | COM | 714046109 | 4,311,325 | 38,750 | SH | SOLE | 38,750 | 0 | 0 | ||
| SMURFIT WESTROCK PLC | SHS | G8267P108 | 27,122,886 | 586,314 | SH | SOLE | 586,314 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 16,660,290 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 16,847,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| STRIDE INC | COM | 86333M108 | 3,449,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 98,930,058 | 207,153 | SH | SOLE | 207,153 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 13,940,990 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
| VERALTO CORP | COM SHS | 92338C103 | 35,161,620 | 396,500 | SH | SOLE | 396,500 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 41,102,250 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 27,838,455 | 235,500 | SH | SOLE | 235,500 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 20,534,280 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | 5,053,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||