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
ABBOTT LABORATORIES COM 002824100 1,354,169 13,702 SH SOLE 13,702 0 0
ABBVIE INC COM 00287Y109 4,895,134 18,713 SH SOLE 18,713 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 34,399,231 271,480 SH SOLE 265,000 0 6,480
ADVANCED ENERGY INDS COM 007973100 11,554,620 41,000 SH SOLE 41,000 0 0
AECOM COM 00766T100 26,268,120 445,600 SH SOLE 406,853 0 38,747
AGILENT TECHNOLOGIES INC COM 00846U101 160,592,576 931,998 SH SOLE 891,386 0 40,612
ALBEMARLE CORP COM 012653101 23,098,332 218,362 SH SOLE 218,362 0 0
ALCON AG ORD SHS H01301128 3,115,641 48,118 SH SOLE 48,118 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 24,041,673 185,693 SH SOLE 181,000 0 4,693
ANALOG DEVICES INC COM 032654105 197,997,962 499,100 SH SOLE 499,100 0 0
API GROUP CORP COM STK 00187Y100 39,823,273 1,031,691 SH SOLE 1,006,000 0 25,691
APPLIED INDL TECHNOLOGIES IN COM 03820C105 37,039,702 111,468 SH SOLE 110,300 0 1,168
ARM HOLDINGS PLC SPONSORED ADS 042068205 225,132,152 777,229 SH SOLE 777,229 0 0
AURA MINERALS INC SHS NEW G06973112 37,230,589 473,190 SH SOLE 473,190 0 0
AUTODESK INC COM 052769106 109,524,778 524,042 SH SOLE 519,726 0 4,316
AZZ INC COM 002474104 6,262,574 46,600 SH SOLE 46,600 0 0
BADGER METER INC COM 056525108 9,376,192 75,896 SH SOLE 74,000 0 1,896
BENTLEY SYS INC COM CL B 08265T208 24,236,823 758,586 SH SOLE 740,000 0 18,586
BLOOM ENERGY CORP COM CL A 093712107 102,960,390 371,725 SH SOLE 371,725 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,879,978 57,180 SH SOLE 57,180 0 0
CARLISLE COS INC COM 142339100 78,027,963 242,195 SH SOLE 242,195 0 0
CAVCO INDS INC DEL COM 149568107 9,076,212 16,200 SH SOLE 16,200 0 0
CECO ENVIRONMENTAL CORP COM 125141101 11,476,533 164,798 SH SOLE 161,000 0 3,798
CELESTICA INC COM 15101Q207 3,180,584 8,800 SH SOLE 8,800 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 7,802,388 43,920 SH SOLE 43,920 0 0
CINTAS CORP COM 172908105 29,455,230 151,006 SH SOLE 147,300 0 3,706
CISCO SYS INC COM 17275R102 16,962,488 157,600 SH SOLE 157,600 0 0
CLEAN HARBORS INC COM 184496107 5,454,774 17,583 SH SOLE 9,500 0 8,083
COHERENT CORP COM 19247G107 20,031,576 69,600 SH SOLE 69,600 0 0
COLGATE PALMOLIVE CO COM 194162103 3,306,150 38,750 SH SOLE 38,750 0 0
COMMERCIAL METALS CO COM 201723103 14,220,900 229,000 SH SOLE 229,000 0 0
CORE & MAIN INC CL A 21874C102 28,501,198 687,107 SH SOLE 670,000 0 17,107
CORNING INC COM 219350105 28,445,600 185,000 SH SOLE 185,000 0 0
CVS HEALTH CORP COM 126650100 3,824,516 44,632 SH SOLE 44,632 0 0
DANAHER CORP DEL COM 235851102 61,143,369 275,980 SH SOLE 269,000 0 6,980
DARLING INGREDIENTS INC COM 237266101 1,947,576 32,080 SH SOLE 1,147 0 30,933
DECKERS OUTDOOR CORP COM 243537107 861,572 11,026 SH SOLE 11,026 0 0
DOVER CORP COM 260003108 23,570,919 126,014 SH SOLE 123,000 0 3,014
ECOLAB INC COM 278865100 60,409,796 220,008 SH SOLE 204,392 0 15,616
EDWARDS LIFESCIENCES CORP COM 28176E108 2,567,329 29,742 SH SOLE 29,742 0 0
ELASTIC N V ORD SHS N14506104 11,150,720 121,600 SH SOLE 121,600 0 0
ELI LILLY & CO COM 532457108 2,774,678 2,398 SH SOLE 2,398 0 0
EMCOR GROUP INC COM 29084Q100 43,566,516 57,743 SH SOLE 56,754 0 989
EMERSON ELEC CO COM 291011104 24,429,956 157,511 SH SOLE 145,000 0 12,511
ENPHASE ENERGY INC COM 29355A107 65,357,842 1,981,141 SH SOLE 1,981,141 0 0
ENTEGRIS INC COM 29362U104 59,690,855 387,452 SH SOLE 378,000 0 9,452
ESSENTIAL UTILS INC COM 29670G102 875,544 22,341 SH SOLE 0 0 22,341
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 53,600,885 240,773 SH SOLE 235,600 0 5,173
FERVO ENERGY CO CL A COM 31556C106 44,614,991 3,282,928 SH SOLE 3,282,928 0 0
FIRST SOLAR INC COM 336433107 109,726,880 626,438 SH SOLE 626,438 0 0
FLOWSERVE CORP COM 34354P105 1,305,192 17,850 SH SOLE 0 0 17,850
FORTUNE BRANDS INNOVATIONS I COM 34964C106 18,174,088 477,637 SH SOLE 466,000 0 11,637
GENERAC HLDGS INC COM 368736104 95,772,734 462,782 SH SOLE 462,782 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 32,018,648 765,447 SH SOLE 703,000 0 62,447
HESAI GROUP SPONSORED ADS 428050108 13,049,812 818,170 SH SOLE 818,170 0 0
HUDBAY MINERALS INC COM 443628102 33,447,382 1,253,650 SH SOLE 1,253,650 0 0
ICF INTL INC COM 44925C103 12,542,405 150,877 SH SOLE 147,000 0 3,877
IDEX CORP COM 45167R104 54,240,089 237,916 SH SOLE 232,238 0 5,678
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,539,135 42,395 SH SOLE 42,395 0 0
ITRON INC COM 465741106 88,905,766 1,029,717 SH SOLE 1,029,717 0 0
ITT INC COM 45073V108 31,053,034 153,865 SH SOLE 150,000 0 3,865
JACOBS SOLUTIONS INC COM 46982L108 32,334,535 239,037 SH SOLE 233,000 0 6,037
KEYSIGHT TECHNOLOGIES INC COM 49338L103 31,198,228 85,700 SH SOLE 85,700 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 109,828,561 874,292 SH SOLE 874,292 0 0
LINDE PLC SHS G54950103 37,039,312 78,035 SH SOLE 78,035 0 0
LUMENTUM HLDGS INC COM 55024U109 170,202,631 175,239 SH SOLE 175,239 0 0
MADISON AIR SOLUTIONS CORP COM SHS CL A 55658T105 37,832,980 1,537,926 SH SOLE 1,500,000 0 37,926
MARVELL TECHNOLOGY INC COM 573874104 220,416,664 834,248 SH SOLE 834,248 0 0
MEDTRONIC PLC SHS G5960L103 3,382,482 39,199 SH SOLE 39,199 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 17,043,516 11,280 SH SOLE 11,000 0 280
MKS INC. COM 55306N104 17,246,277 64,992 SH SOLE 64,992 0 0
MONOLITHIC PWR SYS INC COM 609839105 119,912,011 89,007 SH SOLE 89,007 0 0
MUELLER WTR PRODS INC COM SER A 624758108 1,486,800 70,000 SH SOLE 68,260 0 1,740
NEXTPOWER INC COM 65290E101 134,124,310 1,721,087 SH SOLE 1,721,087 0 0
NOVANTA INC COM 67000B104 7,109,500 50,000 SH SOLE 50,000 0 0
NVENT ELEC PLC SHS G6700G107 224,383,610 1,399,162 SH SOLE 1,399,162 0 0
NVIDIA CORPORATION COM 67066G104 29,575,210 129,500 SH SOLE 129,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 24,041,599 101,215 SH SOLE 101,215 0 0
OKTA INC CL A 679295105 11,689,249 55,900 SH SOLE 55,900 0 0
ON HLDG AG NAMEN AKT A H5919C104 592,584 20,013 SH SOLE 20,013 0 0
ON SEMICONDUCTOR CORP COM 682189105 127,474,289 1,658,310 SH SOLE 1,658,310 0 0
ONTO INNOVATION INC COM 683344105 37,760,279 122,670 SH SOLE 122,670 0 0
OSI SYSTEMS INC COM 671044105 11,759,385 60,500 SH SOLE 60,500 0 0
OWENS CORNING NEW COM 690742101 6,836,294 58,560 SH SOLE 58,560 0 0
PENTAIR PLC SHS G7S00T104 27,859,334 525,747 SH SOLE 488,000 0 37,747
PONY AI INC SPONSORED ADS 732908108 9,888,480 1,512,000 SH SOLE 1,512,000 0 0
POWER INTEGRATIONS INC COM 739276103 66,718,607 1,288,004 SH SOLE 1,288,004 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 60,256,955 1,165,061 SH SOLE 1,165,061 0 0
QUALCOMM INC COM 747525103 28,814,959 156,569 SH SOLE 156,569 0 0
QUANTA SVCS INC COM 74762E102 209,544,999 326,135 SH SOLE 326,135 0 0
REGAL REXNORD CORPORATION COM 758750103 105,208,011 678,280 SH SOLE 678,280 0 0
REPUBLIC SVCS INC COM 760759100 31,202,842 148,677 SH SOLE 138,856 0 9,821
ROPER TECHNOLOGIES INC COM 776696106 27,308,139 78,155 SH SOLE 71,500 0 6,655
ROYAL CARIBBEAN GROUP COM V7780T103 2,243,327 8,438 SH SOLE 0 0 8,438
SAMSARA INC COM CL A 79589L106 13,707,735 359,500 SH SOLE 359,500 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,671,826 58,689 SH SOLE 58,689 0 0
SIMPSON MFG INC COM 829073105 10,850,880 63,500 SH SOLE 63,500 0 0
SMITH A O CORP COM 831865209 13,356,082 236,936 SH SOLE 231,000 0 5,936
SNOWFLAKE INC COM SHS 833445109 10,322,624 30,400 SH SOLE 30,400 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 32,379,990 499,152 SH SOLE 499,152 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 60,966,099 2,538,139 SH SOLE 2,538,139 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,383,071 29,511 SH SOLE 29,511 0 0
SPROUTS FMRS MKT INC COM 85208M102 9,103,220 137,200 SH SOLE 137,200 0 0
SPX TECHNOLOGIES INC COM 78473E103 30,431,272 179,472 SH SOLE 175,000 0 4,472
STMICROELECTRONICS N V NY REGISTRY 861012102 27,270,375 511,064 SH SOLE 511,064 0 0
SUNRUN INC COM 86771W105 42,565,832 5,478,228 SH SOLE 5,478,228 0 0
SYNOPSYS INC COM 871607107 16,005,792 36,800 SH SOLE 36,800 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 17,795,100 84,305 SH SOLE 84,305 0 0
TERADYNE INC COM 880770102 59,396,020 148,153 SH SOLE 148,153 0 0
TEREX CORP NEW COM 880779103 15,732,660 299,100 SH SOLE 291,903 0 7,197
TESLA INC COM 88160R101 17,761,079 50,058 SH SOLE 50,058 0 0
TETRA TECH INC NEW COM 88162G103 76,494,842 2,321,543 SH SOLE 2,224,000 0 97,543
TEXAS INSTRS INC COM 882508104 27,017,481 96,460 SH SOLE 96,460 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 95,004,512 140,737 SH SOLE 134,372 0 6,365
TIMKEN CO COM 887389104 60,325,076 516,703 SH SOLE 516,703 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 76,399,083 169,032 SH SOLE 169,032 0 0
TRIMBLE INC COM 896239100 3,928,426 68,787 SH SOLE 27,762 0 41,025
UNITEDHEALTH GROUP INC COM 91324P102 3,598,852 9,804 SH SOLE 9,804 0 0
VALMONT INDS INC COM 920253101 1,822,289 3,936 SH SOLE 334 0 3,602
VEECO INSTRS INC DEL COM 922417100 11,650,512 224,480 SH SOLE 224,480 0 0
VEEVA SYS INC CL A COM 922475108 682,511 2,391 SH SOLE 2,391 0 0
VERALTO CORP COM SHS 92338C103 80,316,876 851,536 SH SOLE 812,000 0 39,536
VERTIV HOLDINGS CO COM CL A 92537N108 160,907,679 666,809 SH SOLE 666,809 0 0
VIA TRANSN INC COM CL A 92556W104 7,674,425 253,700 SH SOLE 253,700 0 0
VIAVI SOLUTIONS INC COM 925550105 31,628,640 754,500 SH SOLE 754,500 0 0
VITAL FARMS INC COM 92847W103 138,615 14,937 SH SOLE 14,937 0 0
WASTE MGMT INC DEL COM 94106L109 34,782,227 170,568 SH SOLE 156,131 0 14,437
WATERS CORP COM 941848103 56,351,767 128,250 SH SOLE 125,283 0 2,967
WATTS WATER TECHNOLOGIES INC CL A 942749102 21,603,209 60,995 SH SOLE 55,000 0 5,995
WAYSTAR HLDG CORP COM 946784105 1,397,273 55,141 SH SOLE 55,141 0 0
WESCO INTL INC COM 95082P105 16,541,140 46,000 SH SOLE 46,000 0 0
WORKDAY INC CL A 98138H101 7,275,572 38,200 SH SOLE 38,200 0 0
XPENG INC ADS 98422D105 5,952,926 622,691 SH SOLE 622,691 0 0
XYLEM INC COM 98419M100 75,205,330 742,622 SH SOLE 703,371 0 39,251
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1,823,246 4,884 SH SOLE 4,884 0 0