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   39,326,928 346,005 SH   SOLE   346,005 0 0
ADOBE INC COM 00724F101   34,054,949 67,489 SH   SOLE   67,489 0 0
ADVANCED MICRO DEVICES INC COM 007903107   13,338,211 73,900 SH   SOLE   73,900 0 0
ATI INC COM 01741R102   3,479,560 68,000 SH   SOLE   68,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,213,200 45,000 SH   SOLE   45,000 0 0
ALPHABET INC CAP STK CL A 02079K305   20,875,883 138,315 SH   SOLE   138,315 0 0
AMAZON COM INC COM 023135106   68,371,055 379,039 SH   SOLE   379,039 0 0
AMERICAN TOWER CORP NEW COM 03027X100   10,347,986 52,371 SH   SOLE   52,371 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   33,481,507 273,967 SH   SOLE   273,967 0 0
AMETEK INC COM 031100100   28,429,610 155,438 SH   SOLE   155,438 0 0
AMPHENOL CORP NEW CL A 032095101   28,993,453 251,352 SH   SOLE   251,352 0 0
ANSYS INC COM 03662Q105   14,560,932 41,943 SH   SOLE   41,943 0 0
APPLE INC COM 037833100   69,545,772 405,562 SH   SOLE   405,562 0 0
BENTLEY SYS INC COM CL B 08265T208   1,305,500 25,000 SH   SOLE   25,000 0 0
BROADCOM INC COM 11135F101   50,233,039 37,900 SH   SOLE   37,900 0 0
BRUKER CORP COM 116794108   1,268,190 13,500 SH   SOLE   13,500 0 0
BRUNSWICK CORP COM 117043109   2,509,520 26,000 SH   SOLE   26,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   1,282,750 12,500 SH   SOLE   12,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   14,210,555 45,652 SH   SOLE   45,652 0 0
CAE INC COM 124765108   4,181,683 202,900 SH   SOLE   202,900 0 0
CAMECO CORP COM 13321L108   50,305,806 1,162,851 SH   SOLE   1,162,851 0 0
CBOE GLOBAL MKTS INC COM 12503M108   3,399,005 18,500 SH   SOLE   18,500 0 0
CHEMED CORP NEW COM 16359R103   3,402,229 5,300 SH   SOLE   5,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208   30,789,917 191,040 SH   SOLE   191,040 0 0
CLEAN HARBORS INC COM 184496107   2,516,375 12,500 SH   SOLE   12,500 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   2,137,560 94,000 SH   SOLE   94,000 0 0
CMS ENERGY CORP COM 125896100   8,495,872 140,800 SH   SOLE   140,800 0 0
COCA COLA CO COM 191216100   4,955,580 81,000 SH   SOLE   81,000 0 0
COGNEX CORP COM 192422103   1,930,110 45,500 SH   SOLE   45,500 0 0
COHERENT CORP COM 19247G107   2,909,760 48,000 SH   SOLE   48,000 0 0
COMMERCIAL METALS CO COM 201723103   2,174,490 37,000 SH   SOLE   37,000 0 0
COOPER COS INC COM 216648501   3,855,480 38,000 SH   SOLE   38,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   55,765,598 76,117 SH   SOLE   76,117 0 0
CURTISS WRIGHT CORP COM 231561101   9,034,682 35,300 SH   SOLE   35,300 0 0
DANAHER CORPORATION COM 235851102   41,978,681 168,103 SH   SOLE   168,103 0 0
DARLING INGREDIENTS INC COM 237266101   3,553,364 76,400 SH   SOLE   76,400 0 0
DATADOG INC CL A COM 23804L103   3,040,560 24,600 SH   SOLE   24,600 0 0
DEXCOM INC COM 252131107   34,389,278 247,940 SH   SOLE   247,940 0 0
DONALDSON INC COM 257651109   2,688,480 36,000 SH   SOLE   36,000 0 0
DYNATRACE INC COM NEW 268150109   2,159,460 46,500 SH   SOLE   46,500 0 0
EAGLE MATLS INC COM 26969P108   2,309,875 8,500 SH   SOLE   8,500 0 0
ECOLAB INC COM 278865100   16,071,333 69,603 SH   SOLE   69,603 0 0
ENBRIDGE INC COM 29250N105   20,782,725 576,200 SH   SOLE   576,200 0 0
EQUINIX INC COM 29444U700   10,927,369 13,240 SH   SOLE   13,240 0 0
ESSENTIAL UTILS INC COM 29670G102   3,556,800 96,000 SH   SOLE   96,000 0 0
GENTEX CORP COM 371901109   2,022,720 56,000 SH   SOLE   56,000 0 0
GLOBUS MED INC CL A 379577208   16,918,056 315,400 SH   SOLE   315,400 0 0
HONEYWELL INTL INC COM 438516106   35,296,432 171,968 SH   SOLE   171,968 0 0
HOWMET AEROSPACE INC COM 443201108   46,405,805 678,150 SH   SOLE   678,150 0 0
HUBBELL INC COM 443510607   2,282,775 5,500 SH   SOLE   5,500 0 0
IDEX CORP COM 45167R104   2,806,230 11,500 SH   SOLE   11,500 0 0
ILLINOIS TOOL WKS INC COM 452308109   13,608,893 50,717 SH   SOLE   50,717 0 0
INGREDION INC COM 457187102   7,525,140 64,400 SH   SOLE   64,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   32,474,751 81,372 SH   SOLE   81,372 0 0
ITT INC COM 45073V108   27,124,382 199,400 SH   SOLE   199,400 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   13,246,481 84,707 SH   SOLE   84,707 0 0
LOWES COS INC COM 548661107   29,722,406 116,682 SH   SOLE   116,682 0 0
LULULEMON ATHLETICA INC COM 550021109   5,582,389 14,290 SH   SOLE   14,290 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   2,391,000 25,000 SH   SOLE   25,000 0 0
MARKETAXESS HLDGS INC COM 57060D108   2,806,400 12,800 SH   SOLE   12,800 0 0
MARRIOTT INTL INC NEW CL A 571903202   7,786,287 30,860 SH   SOLE   30,860 0 0
MARTIN MARIETTA MATLS INC COM 573284106   14,611,772 23,800 SH   SOLE   23,800 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,069,496 142,064 SH   SOLE   142,064 0 0
MERCK & CO INC COM 58933Y105   3,628,625 27,500 SH   SOLE   27,500 0 0
MICROSOFT CORP COM 594918104   158,060,297 375,690 SH   SOLE   375,690 0 0
MONDELEZ INTL INC CL A 609207105   15,806,000 225,800 SH   SOLE   225,800 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   25,661,504 72,290 SH   SOLE   72,290 0 0
NETFLIX INC COM 64110L106   51,046,087 84,050 SH   SOLE   84,050 0 0
NEXTERA ENERGY INC COM 65339F101   23,198,563 362,988 SH   SOLE   362,988 0 0
NIKE INC CL B 654106103   6,652,468 70,786 SH   SOLE   70,786 0 0
NUTRIEN LTD COM 67077M108   23,602,829 435,280 SH   SOLE   435,280 0 0
NVIDIA CORPORATION COM 67066G104   95,056,319 105,202 SH   SOLE   105,202 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   39,159,718 34,689 SH   SOLE   34,689 0 0
OSHKOSH CORP COM 688239201   2,057,715 16,500 SH   SOLE   16,500 0 0
PARKER-HANNIFIN CORP COM 701094104   20,450,293 36,795 SH   SOLE   36,795 0 0
POOL CORP COM 73278L105   2,057,850 5,100 SH   SOLE   5,100 0 0
PROCTER AND GAMBLE CO COM 742718109   17,084,925 105,300 SH   SOLE   105,300 0 0
PROLOGIS INC. COM 74340W103   27,375,369 210,224 SH   SOLE   210,224 0 0
PTC INC COM 69370C100   3,778,800 20,000 SH   SOLE   20,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   19,671,476 67,523 SH   SOLE   67,523 0 0
ROLLINS INC COM 775711104   33,309,310 719,890 SH   SOLE   719,890 0 0
ROPER TECHNOLOGIES INC COM 776696106   28,704,913 51,182 SH   SOLE   51,182 0 0
SEMPRA COM 816851109   25,097,402 349,400 SH   SOLE   349,400 0 0
SERVICENOW INC COM 81762P102   4,345,680 5,700 SH   SOLE   5,700 0 0
SHERWIN WILLIAMS CO COM 824348106   14,015,113 40,351 SH   SOLE   40,351 0 0
SIMPLY GOOD FOODS CO COM 82900L102   5,244,023 154,100 SH   SOLE   154,100 0 0
STARBUCKS CORP COM 855244109   8,681,959 94,999 SH   SOLE   94,999 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,831,272 35,511 SH   SOLE   35,511 0 0
TARGA RES CORP COM 87612G101   13,181,223 117,700 SH   SOLE   117,700 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   11,381,273 26,510 SH   SOLE   26,510 0 0
TEXAS INSTRS INC COM 882508104   16,229,229 93,159 SH   SOLE   93,159 0 0
LAUDER ESTEE COS INC CL A 518439104   6,841,331 44,381 SH   SOLE   44,381 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   49,293,001 84,811 SH   SOLE   84,811 0 0
TJX COS INC NEW COM 872540109   14,041,396 138,448 SH   SOLE   138,448 0 0
TRACTOR SUPPLY CO COM 892356106   10,806,419 41,290 SH   SOLE   41,290 0 0
VALMONT INDS INC COM 920253101   2,716,532 11,900 SH   SOLE   11,900 0 0
VEEVA SYS INC CL A COM 922475108   7,275,066 31,400 SH   SOLE   31,400 0 0
VISA INC COM CL A 92826C839   44,619,589 159,881 SH   SOLE   159,881 0 0
WABTEC COM 929740108   16,235,745 111,448 SH   SOLE   111,448 0 0
WALMART INC COM 931142103   46,844,150 778,530 SH   SOLE   778,530 0 0
DISNEY WALT CO COM 254687106   55,804,848 456,071 SH   SOLE   456,071 0 0
WASTE MGMT INC DEL COM 94106L109   50,660,213 237,674 SH   SOLE   237,674 0 0
WOODWARD INC COM 980745103   3,236,520 21,000 SH   SOLE   21,000 0 0
XYLEM INC COM 98419M100   10,449,829 80,856 SH   SOLE   80,856 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   20,298,524 153,800 SH   SOLE   153,800 0 0
ZOETIS INC CL A 98978V103   41,884,044 247,527 SH   SOLE   247,527 0 0