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
VERALTO CORP COM SHS 92338C103 1,454,352 16,400 SH SOLE - 16,400 0 0
WABTEC COM 929740108 4,103,312 15,220 SH SOLE - 15,220 0 0
COVISTA INC COM 00737L103 2,206,482 17,700 SH SOLE - 17,700 0 0
ORMAT TECHNOLOGIES INC COM 686688102 1,562,715 14,350 SH SOLE - 14,350 0 0
COVISTA INC COM 00737L103 7,828,648 62,800 SH DFND 1,2 62,800 0 0
ORMAT TECHNOLOGIES INC COM 686688102 4,737,150 43,500 SH DFND 1,2 43,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,365,004 40,390 SH SOLE - 40,390 0 0
ALPHABET INC CAP STK CL A 02079K305 3,988,249 11,160 SH SOLE - 11,160 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,886,873 29,540 SH SOLE - 29,540 0 0
APPLE INC COM 037833100 3,481,001 12,030 SH SOLE - 12,030 0 0
AUTOZONE INC COM 053332102 1,502,092 470 SH SOLE - 470 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,835,240 43,000 SH SOLE - 43,000 0 0
BROADCOM INC COM 11135F101 3,320,422 8,790 SH SOLE - 8,790 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,559,682 6,820 SH SOLE - 6,820 0 0
CARLISLE COS INC COM 142339100 2,720,625 7,500 SH SOLE - 7,500 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,363,872 24,400 SH SOLE - 24,400 0 0
COLGATE PALMOLIVE CO COM 194162103 2,191,152 23,900 SH SOLE - 23,900 0 0
DEXCOM INC COM 252131107 1,181,993 17,550 SH SOLE - 17,550 0 0
ELI LILLY & CO COM 532457108 2,566,780 2,140 SH SOLE - 2,140 0 0
FAIR ISAAC CORP COM 303250104 167,269 140 SH SOLE - 140 0 0
HOME DEPOT INC COM 437076102 2,172,509 6,160 SH SOLE - 6,160 0 0
IDEXX LABS INC COM 45168D104 1,542,469 2,930 SH SOLE - 2,930 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,391,143 11,300 SH SOLE - 11,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,195,194 5,520 SH SOLE - 5,520 0 0
M & T BK CORP COM 55261F104 911,578 3,830 SH SOLE - 3,830 0 0
MARSH & MCLENNAN COS INC COM 571748102 161,670 970 SH SOLE - 970 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,268,016 8,310 SH SOLE - 8,310 0 0
MICROSOFT CORP COM 594918104 3,196,781 8,570 SH SOLE - 8,570 0 0
MORGAN STANLEY COM NEW 617446448 1,883,450 9,010 SH SOLE - 9,010 0 0
NASDAQ INC COM 631103108 1,891,680 24,000 SH SOLE - 24,000 0 0
NETFLIX INC. COM 64110L106 801,822 11,230 SH SOLE - 11,230 0 0
NVIDIA CORPORATION COM 67066G104 10,164,572 50,800 SH SOLE - 50,800 0 0
PALO ALTO NETWORKS INC COM 697435105 3,000,976 8,800 SH SOLE - 8,800 0 0
REPUBLIC SVCS INC COM 760759100 4,308,478 20,220 SH SOLE - 20,220 0 0
ROSS STORES INC COM 778296103 2,528,658 11,880 SH SOLE - 11,880 0 0
SERVICENOW INC COM 81762P102 138,992 1,400 SH SOLE - 1,400 0 0
STRYKER CORPORATION COM 863667101 4,769,826 15,150 SH SOLE - 15,150 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 9,102,484 19,060 SH SOLE - 19,060 0 0
UNITED RENTALS INC COM 911363109 147,276 130 SH SOLE - 130 0 0
XYLEM INC COM 98419M100 4,435,239 37,520 SH SOLE - 37,520 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 66,824,515 503,083 SH DFND 1,2 503,083 0 0
ALPHABET INC CAP STK CL A 02079K305 135,907,454 380,299 SH DFND 1,2 380,299 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 19,250,154 146,300 SH DFND 1,2 146,300 0 0
APPLE INC COM 037833100 91,090,528 314,800 SH DFND 1,2 314,800 0 0
AUTOZONE INC COM 053332102 49,313,354 15,430 SH DFND 1,2 15,430 0 0
BOSTON SCIENTIFIC CORP COM 101137107 30,516,200 715,000 SH DFND 1,2 715,000 0 0
BROADCOM INC COM 11135F101 47,105,425 124,700 SH DFND 1,2 124,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 29,988,068 79,900 SH DFND 1,2 79,900 0 0
CARLISLE COS INC COM 142339100 21,173,718 58,370 SH DFND 1,2 58,370 0 0
CHURCH & DWIGHT CO INC COM 171340102 37,560,376 387,700 SH DFND 1,2 387,700 0 0
COLGATE PALMOLIVE CO COM 194162103 39,465,490 430,470 SH DFND 1,2 430,470 0 0
DEXCOM INC COM 252131107 21,309,540 316,400 SH DFND 1,2 316,400 0 0
ELI LILLY & CO COM 532457108 19,430,766 16,200 SH DFND 1,2 16,200 0 0
FAIR ISAAC CORP COM 303250104 36,177,938 30,280 SH DFND 1,2 30,280 0 0
HOME DEPOT INC COM 437076102 16,865,158 47,820 SH DFND 1,2 47,820 0 0
IDEXX LABS INC COM 45168D104 32,870,914 62,440 SH DFND 1,2 62,440 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 18,380,323 149,300 SH DFND 1,2 149,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 31,285,486 78,670 SH DFND 1,2 78,670 0 0
M & T BK CORP COM 55261F104 15,732,461 66,100 SH DFND 1,2 66,100 0 0
MARSH & MCLENNAN COS INC COM 571748102 19,917,065 119,500 SH DFND 1,2 119,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 58,036,800 113,000 SH DFND 1,2 113,000 0 0
MICROSOFT CORP COM 594918104 90,520,763 242,670 SH DFND 1,2 242,670 0 0
MORGAN STANLEY COM NEW 617446448 19,294,392 92,300 SH DFND 1,2 92,300 0 0
NASDAQ INC COM 631103108 19,578,888 248,400 SH DFND 1,2 248,400 0 0
NETFLIX INC. COM 64110L106 37,470,720 524,800 SH DFND 1,2 524,800 0 0
NVIDIA CORPORATION COM 67066G104 154,771,616 773,510 SH DFND 1,2 773,510 0 0
PALO ALTO NETWORKS INC COM 697435105 23,632,686 69,300 SH DFND 1,2 69,300 0 0
REPUBLIC SVCS INC COM 760759100 20,775,300 97,500 SH DFND 1,2 97,500 0 0
ROSS STORES INC COM 778296103 42,931,845 201,700 SH DFND 1,2 201,700 0 0
SERVICENOW INC COM 81762P102 14,693,440 148,000 SH DFND 1,2 148,000 0 0
STRYKER CORPORATION COM 863667101 37,906,736 120,400 SH DFND 1,2 120,400 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 86,201,385 180,500 SH DFND 1,2 180,500 0 0
UNITED RENTALS INC COM 911363109 17,469,164 15,420 SH DFND 1,2 15,420 0 0
XYLEM INC COM 98419M100 30,982,841 262,100 SH DFND 1,2 262,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 16,386,042 123,361 SH DFND 2 123,361 0 0
ALPHABET INC CAP STK CL A 02079K305 29,892,571 83,646 SH DFND 2 83,646 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 7,546,376 57,352 SH DFND 2 57,352 0 0
APPLE INC COM 037833100 27,900,091 96,420 SH DFND 2 96,420 0 0
AUTOZONE INC COM 053332102 16,756,313 5,243 SH DFND 2 5,243 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,741,989 157,966 SH DFND 2 157,966 0 0
BROADCOM INC COM 11135F101 15,970,515 42,278 SH DFND 2 42,278 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,354,771 19,596 SH DFND 2 19,596 0 0
CARLISLE COS INC COM 142339100 7,740,359 21,338 SH DFND 2 21,338 0 0
CHURCH & DWIGHT CO INC COM 171340102 8,486,882 87,602 SH DFND 2 87,602 0 0
COLGATE PALMOLIVE CO COM 194162103 8,407,606 91,706 SH DFND 2 91,706 0 0
DEXCOM INC COM 252131107 452,592 6,720 SH DFND 2 6,720 0 0
ELI LILLY & CO COM 532457108 8,276,067 6,900 SH DFND 2 6,900 0 0
FAIR ISAAC CORP COM 303250104 8,275,046 6,926 SH DFND 2 6,926 0 0
HOME DEPOT INC COM 437076102 7,979,032 22,624 SH DFND 2 22,624 0 0
IDEXX LABS INC COM 45168D104 7,246,447 13,765 SH DFND 2 13,765 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,580,476 53,452 SH DFND 2 53,452 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,973,086 20,049 SH DFND 2 20,049 0 0
M & T BK CORP COM 55261F104 8,668,562 36,421 SH DFND 2 36,421 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,532,317 45,193 SH DFND 2 45,193 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,491,696 32,110 SH DFND 2 32,110 0 0
MICROSOFT CORP COM 594918104 30,220,961 81,017 SH DFND 2 81,017 0 0
MORGAN STANLEY COM NEW 617446448 7,790,921 37,270 SH DFND 2 37,270 0 0
NASDAQ INC COM 631103108 7,289,037 92,477 SH DFND 2 92,477 0 0
NETFLIX INC. COM 64110L106 14,300,206 200,283 SH DFND 2 200,283 0 0
NVIDIA CORPORATION COM 67066G104 32,574,252 162,798 SH DFND 2 162,798 0 0
PALO ALTO NETWORKS INC COM 697435105 8,499,582 24,924 SH DFND 2 24,924 0 0
REPUBLIC SVCS INC COM 760759100 7,982,403 37,462 SH DFND 2 37,462 0 0
ROSS STORES INC COM 778296103 14,582,566 68,511 SH DFND 2 68,511 0 0
SERVICENOW INC COM 81762P102 8,171,439 82,307 SH DFND 2 82,307 0 0
STRYKER CORPORATION COM 863667101 9,088,801 28,868 SH DFND 2 28,868 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 26,164,628 54,787 SH DFND 2 54,787 0 0
UNITED RENTALS INC COM 911363109 7,556,376 6,670 SH DFND 2 6,670 0 0
XYLEM INC COM 98419M100 15,618,614 132,126 SH DFND 2 132,126 0 0