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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 1,849,194 | 11,400 | SH | DFND | 0 | 0 | 11,400 | ||
| AECOM | COM | 00766T100 | BBG001SKTTF1 | 57,324,053 | 650,375 | SH | DFND | 636,399 | 0 | 13,976 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | BBG001SCTQY4 | 142,070,720 | 1,095,971 | SH | DFND | 1,073,991 | 0 | 21,980 | ||
| ALBEMARLE CORP | COM | 012653101 | BBG001S7SBP9 | 101,328,094 | 1,060,805 | SH | DFND | 1,039,305 | 0 | 21,500 | ||
| ALCON AG | ORD SHS | H01301128 | BBG00NPWGYR0 | 11,193,258 | 125,654 | SH | DFND | 125,654 | 0 | 0 | ||
| ALTUS POWER INC | COM CL A | 02217A102 | BBG00Y48ZM97 | 15,680,000 | 4,000,000 | SH | DFND | 4,000,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | BBG001V1SN18 | 16,185,001 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| AMER STATES WTR CO | COM | 029899101 | BBG001S9T5Z6 | 25,117,711 | 346,117 | SH | DFND | 338,721 | 0 | 7,396 | ||
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 94,124,575 | 728,744 | SH | DFND | 713,000 | 0 | 15,744 | ||
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 107,281,058 | 469,995 | SH | DFND | 454,495 | 0 | 15,500 | ||
| ANSYS INC | COM | 03662Q105 | BBG001S926L8 | 2,893,500 | 9,000 | SH | DFND | 9,000 | 0 | 0 | ||
| API GROUP CORP | COM STK | 00187Y100 | BBG00HVV7984 | 29,604,800 | 786,734 | SH | DFND | 770,000 | 0 | 16,734 | ||
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG001S5NK14 | 33,561,612 | 172,998 | SH | DFND | 169,600 | 0 | 3,398 | ||
| ARCADIUM LITHIUM PLC | COM SHS | G0508H110 | BBG01HN34WP7 | 12,808,121 | 3,811,941 | SH | DFND | 3,811,941 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | BBG01J1GY084 | 190,946,176 | 1,167,010 | SH | DFND | 1,147,310 | 0 | 19,700 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | BBG002MX7TQ9 | 26,173,260 | 2,551,000 | SH | DFND | 2,551,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | BBG001S5SCD4 | 173,814,571 | 702,423 | SH | DFND | 687,025 | 0 | 15,398 | ||
| AVANTOR INC | COM | 05352A100 | BBG00G2HHYF5 | 127,348,082 | 6,006,985 | SH | DFND | 5,877,000 | 0 | 129,985 | ||
| BATH & BODY WORKS INC | COM | 070830104 | BBG001S5SWL1 | 6,379,286 | 163,362 | SH | DFND | 163,362 | 0 | 0 | ||
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | BBG013QNJHW0 | 9,173,884 | 160,551 | SH | DFND | 160,551 | 0 | 0 | ||
| BENTLEY SYS INC | COM CL B | 08265T208 | BBG001SBWGV7 | 17,708,838 | 358,769 | SH | DFND | 351,000 | 0 | 7,769 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 14,881,027 | 193,235 | SH | DFND | 193,235 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 9,472,627 | 5,900 | SH | DFND | 5,000 | 0 | 900 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 7,078,250 | 23,000 | SH | DFND | 23,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | BBG001S5Q6R4 | 152,561,565 | 376,500 | SH | DFND | 369,000 | 0 | 7,500 | ||
| CAVCO INDS INC DEL | COM | 149568107 | BBG001SJQBM8 | 6,231,060 | 18,000 | SH | DFND | 18,000 | 0 | 0 | ||
| CECO ENVIRONMENTAL CORP | COM | 125141101 | BBG001S6PJV0 | 16,307,607 | 565,255 | SH | DFND | 553,141 | 0 | 12,114 | ||
| CINTAS CORP | COM | 172908105 | BBG001S7CRG1 | 38,530,406 | 55,023 | SH | DFND | 53,856 | 0 | 1,167 | ||
| CLEAN HARBORS INC | COM | 184496107 | BBG001S5PW98 | 70,501,132 | 311,745 | SH | DFND | 305,800 | 0 | 5,945 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHJ3 | 1,963,071 | 23,700 | SH | DFND | 23,700 | 0 | 0 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | BBG00B6BFX96 | 21,210,854 | 291,078 | SH | DFND | 264,840 | 0 | 26,238 | ||
| COGNEX CORP | COM | 192422103 | BBG001S5TC16 | 11,690,000 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | BBG001S90WD2 | 573,804 | 7,256 | SH | DFND | 7,256 | 0 | 0 | ||
| COMFORT SYS USA INC | COM | 199908104 | BBG001SB1GG8 | 5,352,512 | 17,600 | SH | DFND | 17,600 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | BBG01163K3R5 | 68,228,478 | 1,394,125 | SH | DFND | 1,364,000 | 0 | 30,125 | ||
| CVS HEALTH CORP | COM | 126650100 | BBG001S5QBD8 | 7,560,861 | 128,020 | SH | DFND | 128,020 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 61,294,201 | 245,324 | SH | DFND | 240,000 | 0 | 5,324 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | BBG001S7GXB9 | 9,897,288 | 10,225 | SH | DFND | 10,225 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | BBG00DW3SZT0 | 6,702,426 | 48,600 | SH | DFND | 48,600 | 0 | 0 | ||
| DESKTOP METAL INC | COM CL A | 25058X303 | BBG00P17H1G9 | 442,199 | 107,070 | SH | DFND | 107,070 | 0 | 0 | ||
| DOVER CORP | COM | 260003108 | BBG001S5QL46 | 52,379,402 | 290,271 | SH | DFND | 284,000 | 0 | 6,271 | ||
| DYNATRACE INC | COM NEW | 268150109 | BBG00PNN7CW9 | 2,773,880 | 62,000 | SH | DFND | 62,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 88,599,546 | 372,267 | SH | DFND | 364,470 | 0 | 7,797 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | BBG001T28M86 | 8,216,795 | 618,269 | SH | DFND | 605,580 | 0 | 12,689 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | BBG001V28NC6 | 31,249,114 | 313,400 | SH | DFND | 301,000 | 0 | 12,400 | ||
| FEDERAL SIGNAL CORP | COM | 313855108 | BBG001S5RD98 | 27,366,114 | 327,072 | SH | DFND | 320,000 | 0 | 7,072 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | BBG00NZ6VPK5 | 86,111,507 | 444,676 | SH | DFND | 435,000 | 0 | 9,676 | ||
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 114,015,122 | 505,700 | SH | DFND | 494,000 | 0 | 11,700 | ||
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | BBG001THLZ70 | 58,872,786 | 906,572 | SH | DFND | 887,000 | 0 | 19,572 | ||
| FRANKLIN ELEC INC | COM | 353514102 | BBG001S5R3W4 | 19,879,870 | 206,394 | SH | DFND | 202,000 | 0 | 4,394 | ||
| GORMAN RUPP CO | COM | 383082104 | BBG001S5RP00 | 7,875,653 | 214,537 | SH | DFND | 210,000 | 0 | 4,537 | ||
| HUBBELL INC | COM | 443510607 | BBG001S5S1L9 | 2,777,648 | 7,600 | SH | DFND | 7,600 | 0 | 0 | ||
| ICF INTL INC | COM | 44925C103 | BBG001S6L7P7 | 19,413,520 | 130,766 | SH | DFND | 128,000 | 0 | 2,766 | ||
| ICON PLC | SHS | G4705A100 | BBG001SDCL35 | 11,335,702 | 36,162 | SH | DFND | 32,904 | 0 | 3,258 | ||
| IDEX CORP | COM | 45167R104 | BBG001S67N14 | 67,862,748 | 337,290 | SH | DFND | 330,000 | 0 | 7,290 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | BBG001S5SDX0 | 1,421,760 | 6,000 | SH | DFND | 6,000 | 0 | 0 | ||
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW36 | 47,360,797 | 521,365 | SH | DFND | 510,000 | 0 | 11,365 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | BBG001S5S5F7 | 9,429,789 | 99,042 | SH | DFND | 99,042 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | BBG00FQH6CJ7 | 7,321,560 | 204,000 | SH | DFND | 204,000 | 0 | 0 | ||
| ITRON INC | COM | 465741106 | BBG001S6DJQ9 | 41,336,582 | 417,710 | SH | DFND | 400,610 | 0 | 17,100 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG001S6C0G2 | 78,634,440 | 1,356,000 | SH | DFND | 1,313,000 | 0 | 43,000 | ||
| LEAR CORP | COM NEW | 521865204 | BBG001T60092 | 4,888,188 | 42,800 | SH | DFND | 42,800 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 24,235,477 | 55,230 | SH | DFND | 44,106 | 0 | 11,124 | ||
| LINDSAY CORP | COM | 535555106 | BBG001SB90F6 | 15,818,220 | 128,729 | SH | DFND | 126,000 | 0 | 2,729 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | BBG0073F9RS8 | 42,925,560 | 843,000 | SH | DFND | 843,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 120,857,100 | 1,729,000 | SH | DFND | 1,692,000 | 0 | 37,000 | ||
| MASCO CORP | COM | 574599106 | BBG001S5SZ70 | 29,704,019 | 445,538 | SH | DFND | 436,049 | 0 | 9,489 | ||
| MAXIMUS INC | COM | 577933104 | BBG001S6G4K5 | 9,376,523 | 109,411 | SH | DFND | 109,411 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 5,301,906 | 67,360 | SH | DFND | 67,360 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | BBG001SB87G1 | 34,288,473 | 24,534 | SH | DFND | 24,000 | 0 | 534 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 116,881,515 | 142,247 | SH | DFND | 142,247 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | BBG001SNQZ91 | 9,153,661 | 510,807 | SH | DFND | 500,000 | 0 | 10,807 | ||
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 1,520,137 | 20,169 | SH | DFND | 20,169 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | BBG0029T14K0 | 9,527,171 | 578,105 | SH | DFND | 578,105 | 0 | 0 | ||
| NVENT ELECTRIC PLC | SHS | G6700G107 | BBG00GNT7B03 | 126,253,280 | 1,648,000 | SH | DFND | 1,613,000 | 0 | 35,000 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 18,654,540 | 151,000 | SH | DFND | 119,000 | 0 | 32,000 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG001SF62F6 | 46,789,369 | 173,880 | SH | DFND | 166,780 | 0 | 7,100 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | BBG001SF7RS6 | 75,395,403 | 1,099,860 | SH | DFND | 1,072,860 | 0 | 27,000 | ||
| ONTO INNOVATION INC | COM | 683344105 | BBG001S5THX0 | 41,439,754 | 188,740 | SH | DFND | 188,740 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 8,542,600 | 60,500 | SH | DFND | 60,500 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 35,366,265 | 203,582 | SH | DFND | 203,582 | 0 | 0 | ||
| PENTAIR PLC | SHS | G7S00T104 | BBG001S69VB3 | 92,155,117 | 1,201,971 | SH | DFND | 1,176,000 | 0 | 25,971 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | BBG001S73RW3 | 54,090,520 | 770,630 | SH | DFND | 770,630 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | BBG0026ZJ313 | 87,197,650 | 1,315,000 | SH | DFND | 1,315,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | BBG001S6DNK6 | 130,702,482 | 719,450 | SH | DFND | 695,650 | 0 | 23,800 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 41,240,817 | 207,053 | SH | DFND | 207,053 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 150,065,554 | 590,600 | SH | DFND | 579,000 | 0 | 11,600 | ||
| REGAL REXNORD CORPORATION | COM | 758750103 | BBG001S5VL68 | 108,111,094 | 799,520 | SH | DFND | 774,520 | 0 | 25,000 | ||
| REPUBLIC SVCS INC | COM | 760759100 | BBG001S9DL33 | 6,704,730 | 34,500 | SH | DFND | 34,500 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | BBG00HY28L05 | 18,590,137 | 950,416 | SH | DFND | 930,000 | 0 | 20,416 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 38,594,928 | 68,472 | SH | DFND | 67,000 | 0 | 1,472 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | BBG001SF0100 | 8,356,762 | 112,640 | SH | DFND | 112,640 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | BBG00YQ82328 | 686,400 | 110,000 | SH | DFND | 110,000 | 0 | 0 | ||
| SILGAN HLDGS INC | COM | 827048109 | BBG001S6VPD9 | 6,443,176 | 152,213 | SH | DFND | 152,213 | 0 | 0 | ||
| SMITH A O CORP | COM | 831865209 | BBG001S5NRY3 | 74,464,534 | 910,547 | SH | DFND | 891,000 | 0 | 19,547 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 3,053,034 | 22,600 | SH | DFND | 22,600 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | BBG001S7G2C6 | 55,100,114 | 1,352,150 | SH | DFND | 1,293,650 | 0 | 58,500 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BC0P2 | 353,640 | 14,000 | SH | DFND | 14,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | BBG001V0MZS0 | 8,772,671 | 104,861 | SH | DFND | 104,861 | 0 | 0 | ||
| SPX TECHNOLOGIES INC | COM | 78473E103 | BBG001S5W9N5 | 13,509,128 | 95,041 | SH | DFND | 93,000 | 0 | 2,041 | ||
| STERICYCLE INC | COM | 858912108 | BBG001S7P0T2 | 72,313,255 | 1,243,992 | SH | DFND | 1,217,000 | 0 | 26,992 | ||
| STERLING INFRASTRUCTURE INC | COM | 859241101 | BBG001SC9C40 | 1,420,080 | 12,000 | SH | DFND | 12,000 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | BBG001S5WDM7 | 30,019,936 | 764,255 | SH | DFND | 764,255 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | BBG0025XVR94 | 54,690,018 | 4,611,300 | SH | DFND | 4,490,000 | 0 | 121,300 | ||
| TE CONNECTIVITY LTD | SHS | H84989104 | BBG001STLRP3 | 34,120,533 | 226,820 | SH | DFND | 226,820 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | BBG001S5WMZ3 | 60,987,821 | 411,274 | SH | DFND | 411,274 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 46,593,814 | 235,465 | SH | DFND | 208,565 | 0 | 26,900 | ||
| TETRA TECH INC NEW | COM | 88162G103 | BBG001S5YYH5 | 65,863,212 | 322,101 | SH | DFND | 316,000 | 0 | 6,101 | ||
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 35,883,782 | 184,464 | SH | DFND | 184,464 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 79,321,214 | 143,438 | SH | DFND | 141,368 | 0 | 2,070 | ||
| TOPBUILD CORP | COM | 89055F103 | BBG0077VS2G6 | 37,459,802 | 97,230 | SH | DFND | 92,530 | 0 | 4,700 | ||
| TREX CO INC | COM | 89531P105 | BBG001SB6TV8 | 2,705,380 | 36,500 | SH | DFND | 36,500 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 11,698,211 | 22,971 | SH | DFND | 22,971 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | BBG001S5V9H3 | 2,901,450 | 13,800 | SH | DFND | 0 | 0 | 13,800 | ||
| VALMONT INDS INC | COM | 920253101 | BBG001S5X650 | 37,797,254 | 137,720 | SH | DFND | 134,805 | 0 | 2,915 | ||
| VERALTO CORP | COM SHS | 92338C103 | BBG019Q32XK7 | 124,323,039 | 1,302,221 | SH | DFND | 1,274,000 | 0 | 28,221 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 122,964,028 | 1,420,400 | SH | DFND | 1,400,000 | 0 | 20,400 | ||
| WATERS CORP | COM | 941848103 | BBG001S8MDG9 | 64,399,097 | 221,974 | SH | DFND | 217,638 | 0 | 4,336 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | BBG001S6N6Y7 | 11,895,212 | 64,870 | SH | DFND | 63,500 | 0 | 1,370 | ||
| XPENG INC | ADS | 98422D105 | BBG00WKJG3N6 | 15,909,692 | 2,170,490 | SH | DFND | 2,015,490 | 0 | 155,000 | ||
| XYLEM INC | COM | 98419M100 | BBG001V05C73 | 121,356,706 | 894,763 | SH | DFND | 876,500 | 0 | 18,263 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | BBG001S6SX73 | 275,566 | 892 | SH | DFND | 892 | 0 | 0 | ||