The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 INC | COM | 00508Y102 | 16,963 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 15,661 | 53,150 | SH | SOLE | 53,150 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 2,737 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 26,175 | 92,750 | SH | SOLE | 92,750 | 0 | 0 | ||
| BADGER METER INC | COM | 056525108 | 6,864 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 15,864 | 193,700 | SH | SOLE | 193,700 | 0 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 5,040 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 27,119 | 495,500 | SH | SOLE | 495,500 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 13,787 | 217,500 | SH | SOLE | 217,500 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 3,933 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 20,321 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 3,702 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 8,867 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 3,066 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 6,200 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 3,581 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 13,942 | 99,100 | SH | SOLE | 99,100 | 0 | 0 | ||
| KADANT INC | COM | 48282T104 | 4,541 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 14,355 | 171,000 | SH | SOLE | 171,000 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 3,170 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 6,111 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 18,394 | 160,700 | SH | SOLE | 160,700 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 7,216 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 19,880 | 181,300 | SH | SOLE | 181,300 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 36,989 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 2,441 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 9,369 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 5,667 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 17,428 | 207,900 | SH | SOLE | 207,900 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 22,249 | 568,000 | SH | SOLE | 568,000 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 5,645 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 2,821 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 25,317 | 181,300 | SH | SOLE | 181,300 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 12,355 | 57,400 | SH | SOLE | 57,400 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 20,157 | 241,000 | SH | SOLE | 241,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 4,944 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||