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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 16,261 135,500 SH   SOLE   135,500 0 0
ADOBE INC COM 00724F101 13,871 52,050 SH   SOLE   52,050 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,687 20,000 SH   SOLE   20,000 0 0
ANTHEM INC COM 036752103 25,300 88,160 SH   SOLE   88,160 0 0
BADGER METER INC COM 056525108 6,399 115,000 SH   SOLE   115,000 0 0
BAXTER INTL INC COM 071813109 16,099 198,000 SH   SOLE   198,000 0 0
BECTON DICKINSON & CO COM 075887109 4,995 20,000 SH   SOLE   20,000 0 0
CISCO SYS INC COM 17275R102 30,180 559,000 SH   SOLE   559,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 15,396 212,500 SH   SOLE   212,500 0 0
CREE INC COM 225447101 4,578 80,000 SH   SOLE   80,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 22,749 118,900 SH   SOLE   118,900 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 3,963 315,000 SH   SOLE   315,000 0 0
FIRST SOLAR INC COM 336433107 8,454 160,000 SH   SOLE   160,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 3,237 140,000 SH   SOLE   140,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 6,410 250,000 SH   SOLE   250,000 0 0
INSULET CORP COM 45784P101 5,230 55,000 SH   SOLE   55,000 0 0
JONES LANG LASALLE INC COM 48020Q107 11,232 72,850 SH   SOLE   72,850 0 0
KADANT INC COM 48282T104 4,398 50,000 SH   SOLE   50,000 0 0
NIKE INC CL B 654106103 16,328 193,900 SH   SOLE   193,900 0 0
ORMAT TECHNOLOGIES INC COM 686688102 2,758 50,000 SH   SOLE   50,000 0 0
OWENS CORNING NEW COM 690742101 4,948 105,000 SH   SOLE   105,000 0 0
PAYPAL HLDGS INC COM 70450Y103 18,111 174,410 SH   SOLE   174,410 0 0
POWER INTEGRATIONS INC COM 739276103 6,295 90,000 SH   SOLE   90,000 0 0
PROCTER AND GAMBLE CO COM 742718109 19,717 189,500 SH   SOLE   189,500 0 0
RED HAT INC COM 756577102 34,293 187,700 SH   SOLE   187,700 0 0
RESMED INC COM 761152107 6,238 60,000 SH   SOLE   60,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,738 66,900 SH   SOLE   66,900 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,913 210,000 SH   SOLE   210,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 6,139 285,000 SH   SOLE   285,000 0 0
STARBUCKS CORP COM 855244109 15,894 213,800 SH   SOLE   213,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23,336 569,736 SH   SOLE   569,736 0 0
TELADOC HEALTH INC COM 87918A105 4,726 85,000 SH   SOLE   85,000 0 0
TENNECO INC CL A VTG COM STK 880349105 2,881 130,000 SH   SOLE   130,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 5,350 35,000 SH   SOLE   35,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,954 117,600 SH   SOLE   117,600 0 0
DISNEY WALT CO COM DISNEY 254687106 25,980 233,987 SH   SOLE   233,987 0 0
WASTE MGMT INC DEL COM 94106L109 30,757 296,000 SH   SOLE   296,000 0 0
WATERS CORP COM 941848103 16,411 65,200 SH   SOLE   65,200 0 0
XYLEM INC COM 98419M100 23,297 294,750 SH   SOLE   294,750 0 0