The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ANSYS Inc. | COM | 03662Q105 | 5,532 | 23,117 | SH | SOLE | NONE | 23,117 | 0 | 0 | |
Advanced Drainage Systems Inc. | COM | 00790R104 | 6,393 | 70,983 | SH | SOLE | NONE | 70,983 | 0 | 0 | |
Albemarle Corp. | COM | 012653101 | 14,196 | 67,932 | SH | SOLE | NONE | 67,932 | 0 | 0 | |
Allbirds Inc. | COM | 01675A109 | 757 | 192,738 | SH | SOLE | NONE | 192,738 | 0 | 0 | |
American Water Works Co. Inc. | COM | 030420103 | 9,356 | 62,890 | SH | SOLE | NONE | 62,890 | 0 | 0 | |
Amphenol Corp. | COM | 032095101 | 14,270 | 221,655 | SH | SOLE | NONE | 221,655 | 0 | 0 | |
Analog Devices Inc. | COM | 032654105 | 12,616 | 86,360 | SH | SOLE | NONE | 86,360 | 0 | 0 | |
Aptiv PLC | COM | G6095L109 | 8,179 | 91,827 | SH | SOLE | NONE | 91,827 | 0 | 0 | |
Ball Corp. | COM | 058498106 | 5,525 | 80,346 | SH | SOLE | NONE | 80,346 | 0 | 0 | |
Brookfield Renewable Corp. | COM | 11284V105 | 4,120 | 115,676 | SH | SOLE | NONE | 115,676 | 0 | 0 | |
Brookfield Renewable Partners LP | LTD PART | G16258108 | 6,722 | 193,438 | SH | SOLE | NONE | 193,438 | 0 | 0 | |
Cummins Inc. | COM | 231021106 | 10,087 | 52,119 | SH | SOLE | NONE | 52,119 | 0 | 0 | |
Danaher Corp. | COM | 235851102 | 24,186 | 95,401 | SH | SOLE | NONE | 95,401 | 0 | 0 | |
Ecolab Inc. | COM | 278865100 | 8,899 | 57,874 | SH | SOLE | NONE | 57,874 | 0 | 0 | |
Enphase Energy Inc. | COM | 29355A107 | 5,635 | 28,862 | SH | SOLE | NONE | 28,862 | 0 | 0 | |
Garmin Ltd. | COM | H2906T109 | 8,490 | 86,416 | SH | SOLE | NONE | 86,416 | 0 | 0 | |
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT | REIT | 41068X100 | 5,018 | 132,532 | SH | SOLE | NONE | 132,532 | 0 | 0 | |
Plug Power Inc. | COM | 72919P202 | 1,045 | 63,051 | SH | SOLE | NONE | 63,051 | 0 | 0 | |
Quanta Services Inc. | COM | 74762E102 | 5,062 | 40,383 | SH | SOLE | NONE | 40,383 | 0 | 0 | |
Stantec Inc. | COM | 85472N109 | 10,313 | 235,405 | SH | SOLE | NONE | 235,405 | 0 | 0 | |
Tetra Tech Inc. | COM | 88162G103 | 18,748 | 137,296 | SH | SOLE | NONE | 137,296 | 0 | 0 | |
Thermo Fisher Scientific Inc. | COM | 883556102 | 22,129 | 40,732 | SH | SOLE | NONE | 40,732 | 0 | 0 | |
Trex Co. Inc. | COM | 89531P105 | 8,788 | 161,486 | SH | SOLE | NONE | 161,486 | 0 | 0 | |
Trimble Inc. | COM | 896239100 | 12,246 | 210,311 | SH | SOLE | NONE | 210,311 | 0 | 0 | |
Valmont Industries Inc. | COM | 920253101 | 12,652 | 56,322 | SH | SOLE | NONE | 56,322 | 0 | 0 | |
Wolfspeed Inc. | COM | 977852102 | 3,697 | 58,261 | SH | SOLE | NONE | 58,261 | 0 | 0 | |
Xylem Inc. | COM | 98419M100 | 9,317 | 119,170 | SH | SOLE | NONE | 119,170 | 0 | 0 |