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
ASTRAZENECA PLC ORD G0593M107 16,184,810 86,484 SH SOLE 0 86,484 0
LINDE PLC SHS G54950103 2,785,026 5,368 SH SOLE 0 5,368 0
MEDTRONIC PLC SHS G5960L103 14,297,521 182,786 SH SOLE 0 182,786 0
PENTAIR PLC SHS G7S00T104 938,196 12,240 SH SOLE 0 12,240 0
SMURFIT WESTROCK PLC SHS G8267P108 1,156,000 25,000 SH SOLE 0 25,000 0
WISE GROUP PLC ORD SHS CLASS A G9723Y105 6,199,732 521,863 SH SOLE 0 521,863 0
NXP SEMICONDUCTORS N V COM N6596X109 1,192,465 4,250 SH SOLE 0 4,250 0
QIAGEN NV ORD SHARES N72482156 13,315,602 340,000 SH SOLE 0 340,000 0
ABBVIE INC COM 00287Y109 703,360 2,800 SH SOLE 0 2,800 0
ACUITY INC COM 00508Y102 1,971,668 5,236 SH SOLE 0 5,236 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 7,879,392 50,200 SH SOLE 0 50,200 0
ALPHABET INC CAP STK CL C 02079K107 6,497,651 18,396 SH SOLE 0 18,396 0
ALPHABET INC CAP STK CL A 02079K305 25,779,732 72,200 SH SOLE 0 72,200 0
ANALOG DEVICES INC COM 032654105 12,421,718 31,300 SH SOLE 0 31,300 0
APPLE INC COM 037833100 3,303,721 11,428 SH SOLE 0 11,428 0
APPLIED MATLS INC COM 038222105 4,805,781 6,647 SH SOLE 0 6,647 0
ATKORE INC COM 047649108 117,862 1,550 SH SOLE 0 1,550 0
AUTODESK INC COM 052769106 1,010,412 5,200 SH SOLE 0 5,200 0
AUTOLUS THERAPEUTICS LTD SPON ADS 05280R100 477,000 300,000 SH SOLE 0 300,000 0
AVIENT CORPORATION COM 05368V106 5,925,176 160,400 SH SOLE 0 160,400 0
BOSTON SCIENTIFIC CORP COM 101137107 5,615,372 131,600 SH SOLE 0 131,600 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,440,000 25,000 SH SOLE 0 25,000 0
BROADCOM INC COM 11135F101 11,292,348 29,950 SH SOLE 0 29,950 0
BRUKER CORP COM 116794108 6,174,889 102,607 SH SOLE 0 102,607 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,080,760 56,800 SH SOLE 0 56,800 0
CME GROUP INC COM 12572Q105 5,247,669 23,772 SH SOLE 0 23,772 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,157,113 5,750 SH SOLE 0 5,750 0
CARRIER GLOBAL CORPORATION COM 14448C104 6,083,900 83,000 SH SOLE 0 83,000 0
CISCO SYS INC COM 17275R102 3,036,807 25,876 SH SOLE 0 25,876 0
CLEAN HARBORS INC COM 184496107 3,283,767 11,002 SH SOLE 0 11,002 0
EMERSON ELEC CO COM 291011104 1,383,011 9,666 SH SOLE 0 9,666 0
FEDERAL SIGNAL CORP COM 313855108 2,445,258 19,050 SH SOLE 0 19,050 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 2,036,582 8,591 SH SOLE 0 8,591 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 8,646,191 221,300 SH SOLE 0 221,300 0
HARTFORD INSURANCE GROUP INC COM 416515104 4,518,932 34,100 SH SOLE 0 34,100 0
IDEX CORP COM 45167R104 1,338,061 5,900 SH SOLE 0 5,900 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,809,768 14,704 SH SOLE 0 14,704 0
IQVIA HLDGS INC COM 46266C105 6,489,840 33,600 SH SOLE 0 33,600 0
JACKSON FINANCIAL INC COM CL A 46817M107 1,536,150 15,000 SH SOLE 0 15,000 0
LAM RESEARCH CORP COM NEW 512807306 823,194 1,900 SH SOLE 0 1,900 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,682,560 11,000 SH SOLE 0 11,000 0
MSA SAFETY INC COM 553498106 8,366,747 47,925 SH SOLE 0 47,925 0
MERCK & CO INC COM 58933Y105 1,071,023 8,340 SH SOLE 0 8,340 0
MICROSOFT CORP COM 594918104 19,291,220 51,751 SH SOLE 0 51,751 0
MUELLER WTR PRODS INC COM SER A 624758108 1,740,942 67,400 SH SOLE 0 67,400 0
NIKE INC CL B 654106103 7,556,659 184,174 SH SOLE 0 184,174 0
NVIDIA CORPORATION COM 67066G104 1,208,548 6,050 SH SOLE 0 6,050 0
PALO ALTO NETWORKS INC COM 697435105 7,288,840 21,400 SH SOLE 0 21,400 0
PFIZER INC COM 717081103 1,203,000 50,000 SH SOLE 0 50,000 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,295,352 67,700 SH SOLE 0 67,700 0
PROCTER & GAMBLE CO COM 742718109 1,267,844 8,656 SH SOLE 0 8,656 0
RAYONIER INC COM 754907103 931,054 43,732 SH SOLE 0 43,732 0
REGAL REXNORD CORPORATION COM 758750103 3,068,285 12,886 SH SOLE 0 12,886 0
SALESFORCE INC COM 79466L302 2,034,543 12,987 SH SOLE 0 12,987 0
SERVICENOW INC COM 81762P102 372,263 3,750 SH SOLE 0 3,750 0
SMITH A O CORP COM 831865209 884,211 14,100 SH SOLE 0 14,100 0
STANTEC INC COM 85472N109 1,268,867 18,460 SH SOLE 0 18,460 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 6,210,537 83,073 SH SOLE 0 83,073 0
T-MOBILE US INC COM 872590104 1,110,615 6,625 SH SOLE 0 6,625 0
TOPBUILD COR COM 89055F103 2,835,120 8,000 SH SOLE 0 8,000 0
VALMONT INDS INC COM 920253101 8,987,923 15,560 SH SOLE 0 15,560 0
VISA INC COM CL A 92826C839 4,024,062 11,746 SH SOLE 0 11,746 0
WASTE CONNECTIONS INC COM 94106B101 8,205,050 49,250 SH SOLE 0 49,250 0
XYLEM INC COM 98419M100 12,137,603 102,687 SH SOLE 0 102,687 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,783,652 12,600 SH SOLE 0 12,600 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,247,221 11,003 SH SOLE 0 11,003 0