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 BRANDS | COM | 00508Y102 | 15,532 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 27,438 | 71,200 | SH | SOLE | 71,200 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 47,355 | 562,350 | SH | SOLE | 562,350 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 23,380 | 298,600 | SH | SOLE | 298,600 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 12,274 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 14,884 | 773,200 | SH | SOLE | 773,200 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 20,100 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BLACKBAUD INC | COM | 09227Q100 | 1,525 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 1,001 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 33,690 | 259,150 | SH | SOLE | 259,150 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 196 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 29,473 | 563,800 | SH | SOLE | 563,800 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 1,260 | 3,375 | SH | SOLE | 3,375 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 21,653 | 488,000 | SH | SOLE | 488,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 32,575 | 393,750 | SH | SOLE | 393,750 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 45,333 | 98,590 | SH | SOLE | 98,590 | 0 | 0 | ||
| ENPHASE ENERGY | COM | 29355A107 | 13,752 | 65,400 | SH | SOLE | 65,400 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 18,645 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 28,275 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| FREYR BATTERY | SHS | L4135L100 | 6,223 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 23,035 | 1,342,350 | SH | SOLE | 1,342,350 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 20,182 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 7,032 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 12,155 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 1,493 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 12,758 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 35,478 | 138,875 | SH | SOLE | 138,875 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 26,724 | 66,950 | SH | SOLE | 66,950 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 31,137 | 85,680 | SH | SOLE | 85,680 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 20,575 | 1,476,000 | SH | SOLE | 1,476,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 14,622 | 119,230 | SH | SOLE | 119,230 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 20,026 | 1,068,600 | SH | SOLE | 1,068,600 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 59,846 | 215,450 | SH | SOLE | 215,450 | 0 | 0 | ||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 930 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 19,639 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| PERKINELMER INC | COM | 714046109 | 800 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 23,276 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| POWERSCHOOL HOLDINGS INC | COM CL A | 73939C106 | 1,387 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 43,939 | 295,505 | SH | SOLE | 295,505 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 21,884 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 19,763 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| STRIDE INC | COM | 86333M108 | 1,442 | 36,750 | SH | SOLE | 36,750 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 32,271 | 346,925 | SH | SOLE | 346,925 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 7,504 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 26,372 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 9,418 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | 1,196 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||