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   20,191 185,205 SH   SOLE   185,205 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   8,767 17,928 SH   SOLE   17,928 0 0
ATI INC COM 01741R102   3,162 71,500 SH   SOLE   71,500 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,241 27,500 SH   SOLE   27,500 0 0
ALPHABET INC CAP STK CL A 02079K305   18,999 158,720 SH   SOLE   158,720 0 0
AMAZON COM INC COM 023135106   45,132 346,209 SH   SOLE   346,209 0 0
AMERICAN TOWER CORP NEW COM 03027X100   22,188 114,406 SH   SOLE   114,406 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   33,017 231,293 SH   SOLE   231,293 0 0
AMETEK INC COM 031100100   27,716 171,211 SH   SOLE   171,211 0 0
AMPHENOL CORP NEW CL A 032095101   26,695 314,240 SH   SOLE   314,240 0 0
ANSYS INC COM 03662Q105   25,982 78,670 SH   SOLE   78,670 0 0
APPLE INC COM 037833100   79,287 408,760 SH   SOLE   408,760 0 0
BAKER HUGHES COMPANY CL A 05722G100   22,101 699,180 SH   SOLE   699,180 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   2,426 38,500 SH   SOLE   38,500 0 0
BRUNSWICK CORP COM 117043109   3,726 43,000 SH   SOLE   43,000 0 0
BURLINGTON STORES INC COM 122017106   1,763 11,200 SH   SOLE   11,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   12,323 52,544 SH   SOLE   52,544 0 0
CAE INC COM 124765108   4,334 193,900 SH   SOLE   193,900 0 0
CAMECO CORP COM 13321L108   33,518 1,070,933 SH   SOLE   1,070,933 0 0
CANADIAN NATL RY CO COM 136375102   30,109 248,925 SH   SOLE   248,925 0 0
CBOE GLOBAL MKTS INC COM 12503M108   3,726 27,000 SH   SOLE   27,000 0 0
CHEMED CORP NEW COM 16359R103   1,517 2,800 SH   SOLE   2,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208   31,029 203,655 SH   SOLE   203,655 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,184 190,000 SH   SOLE   190,000 0 0
CMS ENERGY CORP COM 125896100   3,261 55,500 SH   SOLE   55,500 0 0
COCA COLA CO COM 191216100   5,871 97,500 SH   SOLE   97,500 0 0
COGNEX CORP COM 192422103   2,090 37,300 SH   SOLE   37,300 0 0
COOPER COS INC COM NEW 216648402   3,643 9,500 SH   SOLE   9,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   42,074 78,150 SH   SOLE   78,150 0 0
CURTISS WRIGHT CORP COM 231561101   6,942 37,800 SH   SOLE   37,800 0 0
DANAHER CORPORATION COM 235851102   29,409 122,536 SH   SOLE   122,536 0 0
DARLING INGREDIENTS INC COM 237266101   4,580 71,800 SH   SOLE   71,800 0 0
DATADOG INC CL A COM 23804L103   2,548 25,900 SH   SOLE   25,900 0 0
DEXCOM INC COM 252131107   19,649 152,900 SH   SOLE   152,900 0 0
DOLLAR GEN CORP NEW COM 256677105   12,577 74,080 SH   SOLE   74,080 0 0
DONALDSON INC COM 257651109   2,437 38,983 SH   SOLE   38,983 0 0
DYNATRACE INC COM NEW 268150109   1,544 30,000 SH   SOLE   30,000 0 0
ECOLAB INC COM 278865100   13,627 72,995 SH   SOLE   72,995 0 0
ENBRIDGE INC COM 29250N105   21,387 576,200 SH   SOLE   576,200 0 0
EQUINIX INC COM 29444U700   11,672 14,889 SH   SOLE   14,889 0 0
ESSENTIAL UTILS INC COM 29670G102   3,193 80,000 SH   SOLE   80,000 0 0
EVERSOURCE ENERGY COM 30040W108   9,929 140,000 SH   SOLE   140,000 0 0
FLOWERS FOODS INC COM 343498101   1,169 47,000 SH   SOLE   47,000 0 0
FOX FACTORY HLDG CORP COM 35138V102   3,906 36,000 SH   SOLE   36,000 0 0
GENERAL MTRS CO COM 37045V100   3,760 97,500 SH   SOLE   97,500 0 0
HONEYWELL INTL INC COM 438516106   27,872 134,321 SH   SOLE   134,321 0 0
HOWMET AEROSPACE INC COM 443201108   23,695 478,100 SH   SOLE   478,100 0 0
IDEX CORP COM 45167R104   3,337 15,500 SH   SOLE   15,500 0 0
ILLINOIS TOOL WKS INC COM 452308109   13,756 54,990 SH   SOLE   54,990 0 0
IMPINJ INC COM 453204109   1,614 18,000 SH   SOLE   18,000 0 0
INGREDION INC COM 457187102   5,075 47,900 SH   SOLE   47,900 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   31,595 92,398 SH   SOLE   92,398 0 0
DEERE & CO COM 244199105   31,406 77,509 SH   SOLE   77,509 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   27,816 166,118 SH   SOLE   166,118 0 0
LITTELFUSE INC COM 537008104   2,418 8,300 SH   SOLE   8,300 0 0
LOWES COS INC COM 548661107   14,406 63,830 SH   SOLE   63,830 0 0
LULULEMON ATHLETICA INC COM 550021109   5,939 15,690 SH   SOLE   15,690 0 0
MARKETAXESS HLDGS INC COM 57060D108   1,699 6,500 SH   SOLE   6,500 0 0
MARRIOTT INTL INC NEW CL A 571903202   5,669 30,860 SH   SOLE   30,860 0 0
MARTIN MARIETTA MATLS INC COM 573284106   13,758 29,800 SH   SOLE   29,800 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,762 146,578 SH   SOLE   146,578 0 0
MERCK & CO INC COM 58933Y105   15,335 132,900 SH   SOLE   132,900 0 0
MICROSOFT CORP COM 594918104   127,850 375,432 SH   SOLE   375,432 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   34,927 119,090 SH   SOLE   119,090 0 0
NETFLIX INC COM 64110L106   37,362 84,820 SH   SOLE   84,820 0 0
NEXTERA ENERGY INC COM 65339F101   30,807 415,188 SH   SOLE   415,188 0 0
NIKE INC CL B 654106103   8,026 72,716 SH   SOLE   72,716 0 0
NUTRIEN LTD COM 67077M108   22,894 388,330 SH   SOLE   388,330 0 0
NVIDIA CORPORATION COM 67066G104   50,087 118,403 SH   SOLE   118,403 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   29,564 30,947 SH   SOLE   30,947 0 0
ON SEMICONDUCTOR CORP COM 682189105   9,155 96,800 SH   SOLE   96,800 0 0
OSHKOSH CORP COM 688239201   1,818 21,000 SH   SOLE   21,000 0 0
PALO ALTO NETWORKS INC COM 697435105   3,679 14,400 SH   SOLE   14,400 0 0
PARKER-HANNIFIN CORP COM 701094104   18,310 46,945 SH   SOLE   46,945 0 0
POOL CORP COM 73278L105   1,911 5,100 SH   SOLE   5,100 0 0
PROCTER AND GAMBLE CO COM 742718109   6,297 41,500 SH   SOLE   41,500 0 0
PROLOGIS INC. COM 74340W103   27,361 223,119 SH   SOLE   223,119 0 0
PTC INC COM 69370C100   3,415 24,000 SH   SOLE   24,000 0 0
REPLIGEN CORP COM 759916109   990 7,000 SH   SOLE   7,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   36,272 110,098 SH   SOLE   110,098 0 0
ROLLINS INC COM 775711104   28,300 660,745 SH   SOLE   660,745 0 0
ROPER TECHNOLOGIES INC COM 776696106   36,348 75,598 SH   SOLE   75,598 0 0
SEMPRA COM 816851109   32,957 226,368 SH   SOLE   226,368 0 0
SERVICENOW INC COM 81762P102   3,203 5,700 SH   SOLE   5,700 0 0
SHERWIN WILLIAMS CO COM 824348106   11,201 42,186 SH   SOLE   42,186 0 0
SIMPLY GOOD FOODS CO COM 82900L102   2,342 64,000 SH   SOLE   64,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   4,439 16,500 SH   SOLE   16,500 0 0
STARBUCKS CORP COM 855244109   9,871 99,647 SH   SOLE   99,647 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,584 35,511 SH   SOLE   35,511 0 0
TARGA RES CORP COM 87612G101   9,162 120,400 SH   SOLE   120,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   19,655 47,810 SH   SOLE   47,810 0 0
TEXAS INSTRS INC COM 882508104   39,728 220,689 SH   SOLE   220,689 0 0
LAUDER ESTEE COS INC CL A 518439104   19,616 99,889 SH   SOLE   99,889 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   28,269 54,181 SH   SOLE   54,181 0 0
TJX COS INC NEW COM 872540109   26,304 310,220 SH   SOLE   310,220 0 0
TRACTOR SUPPLY CO COM 892356106   18,862 85,310 SH   SOLE   85,310 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,374 9,100 SH   SOLE   9,100 0 0
VEEVA SYS INC CL A COM 922475108   6,209 31,400 SH   SOLE   31,400 0 0
VISA INC COM CL A 92826C839   28,243 118,927 SH   SOLE   118,927 0 0
WABTEC COM 929740108   13,045 118,948 SH   SOLE   118,948 0 0
WALMART INC COM 931142103   22,834 145,270 SH   SOLE   145,270 0 0
DISNEY WALT CO COM 254687106   7,470 83,671 SH   SOLE   83,671 0 0
WASTE CONNECTIONS INC COM 94106B101   7,174 50,270 SH   SOLE   50,270 0 0
WASTE MGMT INC DEL COM 94106L109   40,587 234,040 SH   SOLE   234,040 0 0
WATSCO INC COM 942622200   1,450 3,800 SH   SOLE   3,800 0 0
XYLEM INC COM 98419M100   10,318 91,622 SH   SOLE   91,622 0 0
ZOETIS INC CL A 98978V103   40,651 236,054 SH   SOLE   236,054 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   2,151 80,000 SH   SOLE   80,000 0 0