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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   22,713 224,301 SH   SOLE   224,301 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   7,361 19,101 SH   SOLE   19,101 0 0
ALPHABET INC CAP STK CL A 02079K305   17,846 172,040 SH   SOLE   172,040 0 0
AMAZON COM INC COM 023135106   34,954 338,409 SH   SOLE   338,409 0 0
AMERICAN TOWER CORP NEW COM 03027X100   23,378 114,406 SH   SOLE   114,406 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   34,647 236,516 SH   SOLE   236,516 0 0
AMETEK INC COM 031100100   25,304 174,111 SH   SOLE   174,111 0 0
AMPHENOL CORP NEW CL A 032095101   26,835 328,381 SH   SOLE   328,381 0 0
ANSYS INC COM 03662Q105   21,645 65,040 SH   SOLE   65,040 0 0
APPLE INC COM 037833100   63,315 383,960 SH   SOLE   383,960 0 0
ATI INC COM 01741R102   2,052 52,000 SH   SOLE   52,000 0 0
AVERY DENNISON CORP COM 053611109   3,990 22,300 SH   SOLE   22,300 0 0
BAKER HUGHES COMPANY CL A 05722G100   26,020 901,587 SH   SOLE   901,587 0 0
BIO-TECHNE CORP COM 09073M104   3,264 44,000 SH   SOLE   44,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   2,929 38,500 SH   SOLE   38,500 0 0
BRUNSWICK CORP COM 117043109   3,526 43,000 SH   SOLE   43,000 0 0
BURLINGTON STORES INC COM 122017106   1,112 5,500 SH   SOLE   5,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   11,039 52,544 SH   SOLE   52,544 0 0
CAE INC COM 124765108   4,373 193,900 SH   SOLE   193,900 0 0
CAMECO CORP COM 13321L108   29,059 1,111,718 SH   SOLE   1,111,718 0 0
CANADIAN NATL RY CO COM 136375102   29,143 247,526 SH   SOLE   247,526 0 0
CBOE GLOBAL MKTS INC COM 12503M108   3,893 29,000 SH   SOLE   29,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   32,096 203,655 SH   SOLE   203,655 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   2,016 110,000 SH   SOLE   110,000 0 0
CMS ENERGY CORP COM 125896100   3,407 55,500 SH   SOLE   55,500 0 0
COCA COLA CO COM 191216100   6,048 97,500 SH   SOLE   97,500 0 0
COGNEX CORP COM 192422103   1,848 37,300 SH   SOLE   37,300 0 0
CONSTELLATION ENERGY CORP COM 21037T109   262 3,340 SH   SOLE   3,340 0 0
COOPER COS INC COM NEW 216648402   3,734 10,000 SH   SOLE   10,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   42,923 86,386 SH   SOLE   86,386 0 0
CURTISS WRIGHT CORP COM 231561101   3,613 20,500 SH   SOLE   20,500 0 0
DANAHER CORPORATION COM 235851102   37,737 149,726 SH   SOLE   149,726 0 0
DARLING INGREDIENTS INC COM 237266101   4,193 71,800 SH   SOLE   71,800 0 0
DATADOG INC CL A COM 23804L103   1,882 25,900 SH   SOLE   25,900 0 0
DEERE & CO COM 244199105   38,208 92,539 SH   SOLE   92,539 0 0
DISNEY WALT CO COM 254687106   8,901 88,891 SH   SOLE   88,891 0 0
DOLLAR GEN CORP NEW COM 256677105   25,281 120,123 SH   SOLE   120,123 0 0
DONALDSON INC COM 257651109   2,547 38,983 SH   SOLE   38,983 0 0
DYNATRACE INC COM NEW 268150109   1,269 30,000 SH   SOLE   30,000 0 0
ECOLAB INC COM 278865100   14,581 88,084 SH   SOLE   88,084 0 0
ENBRIDGE INC COM 29250N105   27,851 732,418 SH   SOLE   732,418 0 0
EQUINIX INC COM 29444U700   15,702 21,777 SH   SOLE   21,777 0 0
ESSENTIAL UTILS INC COM 29670G102   9,538 218,507 SH   SOLE   218,507 0 0
EVERSOURCE ENERGY COM 30040W108   10,956 140,000 SH   SOLE   140,000 0 0
FLOWERS FOODS INC COM 343498101   3,481 127,000 SH   SOLE   127,000 0 0
FOX FACTORY HLDG CORP COM 35138V102   1,214 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045V100   3,576 97,500 SH   SOLE   97,500 0 0
HONEYWELL INTL INC COM 438516106   27,411 143,421 SH   SOLE   143,421 0 0
HOWMET AEROSPACE INC COM 443201108   1,907 45,000 SH   SOLE   45,000 0 0
IDEX CORP COM 45167R104   3,581 15,500 SH   SOLE   15,500 0 0
ILLINOIS TOOL WKS INC COM 452308109   13,387 54,990 SH   SOLE   54,990 0 0
IMPINJ INC COM 453204109   1,220 9,000 SH   SOLE   9,000 0 0
INGREDION INC COM 457187102   6,399 62,900 SH   SOLE   62,900 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   23,733 92,898 SH   SOLE   92,898 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   19,284 119,418 SH   SOLE   119,418 0 0
LAUDER ESTEE COS INC CL A 518439104   24,619 99,889 SH   SOLE   99,889 0 0
LEIDOS HOLDINGS INC COM 525327102   1,703 18,500 SH   SOLE   18,500 0 0
LITTELFUSE INC COM 537008104   2,413 9,000 SH   SOLE   9,000 0 0
LOWES COS INC COM 548661107   12,764 63,830 SH   SOLE   63,830 0 0
LULULEMON ATHLETICA INC COM 550021109   5,317 14,600 SH   SOLE   14,600 0 0
MARKETAXESS HLDGS INC COM 57060D108   2,543 6,500 SH   SOLE   6,500 0 0
MARRIOTT INTL INC NEW CL A 571903202   4,194 25,260 SH   SOLE   25,260 0 0
MARTIN MARIETTA MATLS INC COM 573284106   9,338 26,300 SH   SOLE   26,300 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,347 146,578 SH   SOLE   146,578 0 0
METHANEX CORP COM 59151K108   264 5,683 SH   SOLE   5,683 0 0
MICROSOFT CORP COM 594918104   109,933 381,316 SH   SOLE   381,316 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   27,952 97,690 SH   SOLE   97,690 0 0
NETFLIX INC COM 64110L106   25,814 74,720 SH   SOLE   74,720 0 0
NEXTERA ENERGY INC COM 65339F101   32,003 415,188 SH   SOLE   415,188 0 0
NIKE INC CL B 654106103   12,959 105,666 SH   SOLE   105,666 0 0
NUTRIEN LTD COM 67077M108   32,001 434,480 SH   SOLE   434,480 0 0
NVIDIA CORPORATION COM 67066G104   41,933 150,963 SH   SOLE   150,963 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,911 96,100 SH   SOLE   96,100 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   32,700 38,517 SH   SOLE   38,517 0 0
PALO ALTO NETWORKS INC COM 697435105   5,053 25,300 SH   SOLE   25,300 0 0
PARKER-HANNIFIN CORP COM 701094104   16,923 50,350 SH   SOLE   50,350 0 0
POOL CORP COM 73278L105   1,541 4,500 SH   SOLE   4,500 0 0
PROCTER AND GAMBLE CO COM 742718109   6,171 41,500 SH   SOLE   41,500 0 0
PROLOGIS INC. COM 74340W103   32,602 261,294 SH   SOLE   261,294 0 0
PTC INC COM 69370C100   3,078 24,000 SH   SOLE   24,000 0 0
REPLIGEN CORP COM 759916109   1,179 7,000 SH   SOLE   7,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   26,469 90,198 SH   SOLE   90,198 0 0
ROLLINS INC COM 775711104   24,265 646,550 SH   SOLE   646,550 0 0
ROPER TECHNOLOGIES INC COM 776696106   33,615 76,278 SH   SOLE   76,278 0 0
SEMPRA COM 816851109   35,351 233,868 SH   SOLE   233,868 0 0
SERVICENOW INC COM 81762P102   3,253 7,000 SH   SOLE   7,000 0 0
SHERWIN WILLIAMS CO COM 824348106   9,482 42,186 SH   SOLE   42,186 0 0
SIMPLY GOOD FOODS CO COM 82900L102   2,545 64,000 SH   SOLE   64,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   3,252 10,700 SH   SOLE   10,700 0 0
STARBUCKS CORP COM 855244109   10,376 99,647 SH   SOLE   99,647 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,303 35,511 SH   SOLE   35,511 0 0
TARGA RES CORP COM 87612G101   9,399 128,845 SH   SOLE   128,845 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   21,388 47,810 SH   SOLE   47,810 0 0
TEXAS INSTRS INC COM 882508104   41,050 220,689 SH   SOLE   220,689 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   42,775 74,214 SH   SOLE   74,214 0 0
TJX COS INC NEW COM 872540109   33,908 432,716 SH   SOLE   432,716 0 0
TRACTOR SUPPLY CO COM 892356106   20,966 89,200 SH   SOLE   89,200 0 0
VEEVA SYS INC CL A COM 922475108   6,708 36,500 SH   SOLE   36,500 0 0
VISA INC COM CL A 92826C839   28,404 125,983 SH   SOLE   125,983 0 0
WABTEC COM 929740108   24,953 246,912 SH   SOLE   246,912 0 0
WALMART INC COM 931142103   18,515 125,570 SH   SOLE   125,570 0 0
WASTE CONNECTIONS INC COM 94106B101   7,146 51,481 SH   SOLE   51,481 0 0
WASTE MGMT INC DEL COM 94106L109   42,969 263,336 SH   SOLE   263,336 0 0
WATSCO INC COM 942622200   1,209 3,800 SH   SOLE   3,800 0 0
XYLEM INC COM 98419M100   9,593 91,622 SH   SOLE   91,622 0 0
ZOETIS INC CL A 98978V103   36,370 218,517 SH   SOLE   218,517 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   1,709 80,000 SH   SOLE   80,000 0 0