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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 2,689,445 | 5,500 | SH | DFND | ROBECOSAM | 5,500 | 0 | 0 | |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 34,214,784 | 300,710 | SH | DFND | ROBECOSAM | 295,000 | 0 | 5,710 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,879,515 | 16,500 | SH | DFND | ROBECOSAM | 16,500 | 0 | 0 | |
| AECOM | COM | 00766T100 | 73,269,808 | 865,153 | SH | DFND | ROBECOSAM | 849,417 | 0 | 15,736 | |
| AGCO CORP | COM | 001084102 | 4,560,274 | 34,700 | SH | DFND | ROBECOSAM | 34,700 | 0 | 0 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 170,075,348 | 1,414,348 | SH | DFND | ROBECOSAM | 1,388,248 | 0 | 26,100 | |
| ALBEMARLE CORP | COM | 012653101 | 248,952,824 | 1,115,930 | SH | DFND | ROBECOSAM | 1,094,430 | 0 | 21,500 | |
| ALCON AG | ORD SHS | H01301128 | 20,901,018 | 254,549 | SH | DFND | ROBECOSAM | 254,549 | 0 | 0 | |
| ALTUS POWER INC | COM CL A | 02217A102 | 21,600,000 | 4,000,000 | SH | DFND | ROBECOSAM | 4,000,000 | 0 | 0 | |
| AMBARELLA INC | SHS | G037AX101 | 34,640,217 | 414,010 | SH | DFND | ROBECOSAM | 414,010 | 0 | 0 | |
| AMER STATES WTR CO | COM | 029899101 | 18,056,676 | 207,548 | SH | DFND | ROBECOSAM | 203,617 | 0 | 3,931 | |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 53,869,853 | 377,372 | SH | DFND | ROBECOSAM | 370,000 | 0 | 7,372 | |
| ANALOG DEVICES INC | COM | 032654105 | 178,855,451 | 918,102 | SH | DFND | ROBECOSAM | 902,602 | 0 | 15,500 | |
| ANSYS INC | COM | 03662Q105 | 61,887,974 | 187,386 | SH | DFND | ROBECOSAM | 183,700 | 0 | 3,686 | |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 46,374,566 | 320,200 | SH | DFND | ROBECOSAM | 314,500 | 0 | 5,700 | |
| APTIV PLC | SHS | G6095L109 | 45,641,887 | 447,075 | SH | DFND | ROBECOSAM | 418,675 | 0 | 28,400 | |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 69,948,198 | 3,095,053 | SH | DFND | ROBECOSAM | 3,095,053 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 145,391,978 | 710,581 | SH | DFND | ROBECOSAM | 694,276 | 0 | 16,305 | |
| AVANGRID INC | COM | 05351W103 | 39,149,520 | 1,039,000 | SH | DFND | ROBECOSAM | 1,039,000 | 0 | 0 | |
| AVANTOR INC | COM | 05352A100 | 155,005,110 | 7,546,500 | SH | DFND | ROBECOSAM | 7,400,000 | 0 | 146,500 | |
| BATH & BODY WORKS INC | COM | 070830104 | 4,206,000 | 112,160 | SH | DFND | ROBECOSAM | 112,160 | 0 | 0 | |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 18,298,829 | 499,968 | SH | DFND | ROBECOSAM | 499,968 | 0 | 0 | |
| BENTLEY SYS INC | COM CL B | 08265T208 | 24,338,424 | 448,800 | SH | DFND | ROBECOSAM | 440,000 | 0 | 8,800 | |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 20,550,684 | 379,935 | SH | DFND | ROBECOSAM | 379,935 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 2,602,290 | 3,000 | SH | DFND | ROBECOSAM | 3,000 | 0 | 0 | |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 727,012 | 3,100 | SH | DFND | ROBECOSAM | 3,100 | 0 | 0 | |
| CARLISLE COS INC | COM | 142339100 | 120,569,100 | 470,000 | SH | DFND | ROBECOSAM | 460,000 | 0 | 10,000 | |
| CAVCO INDS INC DEL | COM | 149568107 | 5,162,500 | 17,500 | SH | DFND | ROBECOSAM | 17,500 | 0 | 0 | |
| CINTAS CORP | COM | 172908105 | 45,110,010 | 90,750 | SH | DFND | ROBECOSAM | 89,000 | 0 | 1,750 | |
| CLEAN HARBORS INC | COM | 184496107 | 46,859,590 | 284,982 | SH | DFND | ROBECOSAM | 280,000 | 0 | 4,982 | |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 27,846,453 | 432,197 | SH | DFND | ROBECOSAM | 365,316 | 0 | 66,881 | |
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | 9,934,223 | 128,615 | SH | DFND | ROBECOSAM | 128,615 | 0 | 0 | |
| COMFORT SYS USA INC | COM | 199908104 | 22,774,540 | 138,700 | SH | DFND | ROBECOSAM | 136,000 | 0 | 2,700 | |
| CORE & MAIN INC | CL A | 21874C102 | 85,200,924 | 2,718,600 | SH | DFND | ROBECOSAM | 2,665,000 | 0 | 53,600 | |
| CORNING INC | COM | 219350105 | 29,013,120 | 828,000 | SH | DFND | ROBECOSAM | 828,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 15,426,083 | 223,146 | SH | DFND | ROBECOSAM | 223,146 | 0 | 0 | |
| DANAHER CORPORATION | COM | 235851102 | 188,736,000 | 786,400 | SH | DFND | ROBECOSAM | 771,000 | 0 | 15,400 | |
| DECKERS OUTDOOR CORP | COM | 243537107 | 18,747,232 | 35,529 | SH | DFND | ROBECOSAM | 35,529 | 0 | 0 | |
| DESKTOP METAL INC | COM CL A | 25058X105 | 2,011,966 | 1,136,704 | SH | DFND | ROBECOSAM | 1,136,704 | 0 | 0 | |
| DIRTT ENVIRONMENTAL SOLUTION | COM | 25490H106 | 861,960 | 3,300,000 | SH | DFND | ROBECOSAM | 3,300,000 | 0 | 0 | |
| DOVER CORP | COM | 260003108 | 75,302,829 | 510,009 | SH | DFND | ROBECOSAM | 500,000 | 0 | 10,009 | |
| ECOLAB INC | COM | 278865100 | 85,728,421 | 459,202 | SH | DFND | ROBECOSAM | 451,031 | 0 | 8,171 | |
| ENERGY RECOVERY INC | COM | 29270J100 | 14,258,385 | 510,139 | SH | DFND | ROBECOSAM | 500,000 | 0 | 10,139 | |
| FEDERAL SIGNAL CORP | COM | 313855108 | 44,033,431 | 687,700 | SH | DFND | ROBECOSAM | 674,000 | 0 | 13,700 | |
| FIRST SOLAR INC | COM | 336433107 | 152,642,270 | 803,000 | SH | DFND | ROBECOSAM | 779,000 | 0 | 24,000 | |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | 81,765,275 | 1,136,418 | SH | DFND | ROBECOSAM | 1,114,000 | 0 | 22,418 | |
| FRANKLIN ELEC INC | COM | 353514102 | 22,560,619 | 219,248 | SH | DFND | ROBECOSAM | 215,000 | 0 | 4,248 | |
| GENTHERM INC | COM | 37253A103 | 21,103,094 | 373,440 | SH | DFND | ROBECOSAM | 345,040 | 0 | 28,400 | |
| HERITAGE CRYSTAL CLEAN INC | COM | 42726M106 | 18,241,686 | 482,712 | SH | DFND | ROBECOSAM | 475,974 | 0 | 6,738 | |
| HUBBELL INC | COM | 443510607 | 5,304,960 | 16,000 | SH | DFND | ROBECOSAM | 16,000 | 0 | 0 | |
| ICF INTL INC | COM | 44925C103 | 19,538,062 | 157,071 | SH | DFND | ROBECOSAM | 154,000 | 0 | 3,071 | |
| IDEX CORP | COM | 45167R104 | 60,380,430 | 280,500 | SH | DFND | ROBECOSAM | 275,000 | 0 | 5,500 | |
| INGERSOLL RAND INC | COM | 45687V106 | 60,804,408 | 930,300 | SH | DFND | ROBECOSAM | 912,000 | 0 | 18,300 | |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 32,894,150 | 413,295 | SH | DFND | ROBECOSAM | 407,528 | 0 | 5,767 | |
| IPG PHOTONICS CORP | COM | 44980X109 | 65,465,240 | 482,000 | SH | DFND | ROBECOSAM | 457,000 | 0 | 25,000 | |
| ITRON INC | COM | 465741106 | 66,852,562 | 927,220 | SH | DFND | ROBECOSAM | 901,120 | 0 | 26,100 | |
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 68,807,772 | 1,009,800 | SH | DFND | ROBECOSAM | 952,000 | 0 | 57,800 | |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 4,320,210 | 25,800 | SH | DFND | ROBECOSAM | 25,800 | 0 | 0 | |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 133,883,152 | 1,393,600 | SH | DFND | ROBECOSAM | 1,362,000 | 0 | 31,600 | |
| LEAR CORP | COM NEW | 521865204 | 3,560,040 | 24,800 | SH | DFND | ROBECOSAM | 24,800 | 0 | 0 | |
| LINDE PLC | SHS | G54950103 | 38,583,207 | 101,247 | SH | DFND | ROBECOSAM | 87,622 | 0 | 13,625 | |
| LIVENT CORP | COM | 53814L108 | 24,526,535 | 894,150 | SH | DFND | ROBECOSAM | 894,150 | 0 | 0 | |
| LKQ CORP | COM | 501889208 | 36,156,535 | 620,500 | SH | DFND | ROBECOSAM | 620,500 | 0 | 0 | |
| LUMENTUM HLDGS INC | COM | 55024U109 | 41,469,630 | 731,000 | SH | DFND | ROBECOSAM | 731,000 | 0 | 0 | |
| MARVELL TECHNOLOGY INC | COM | 573874104 | 116,152,540 | 1,943,000 | SH | DFND | ROBECOSAM | 1,887,000 | 0 | 56,000 | |
| MASCO CORP | COM | 574599106 | 66,445,983 | 1,157,999 | SH | DFND | ROBECOSAM | 1,135,000 | 0 | 22,999 | |
| MAXIMUS INC | COM | 577933104 | 11,143,827 | 131,864 | SH | DFND | ROBECOSAM | 131,864 | 0 | 0 | |
| MEDTRONIC PLC | SHS | G5960L103 | 10,586,625 | 120,166 | SH | DFND | ROBECOSAM | 120,166 | 0 | 0 | |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 45,338,148 | 34,566 | SH | DFND | ROBECOSAM | 33,900 | 0 | 666 | |
| MONOLITHIC PWR SYS INC | COM | 609839105 | 134,414,627 | 248,810 | SH | DFND | ROBECOSAM | 245,510 | 0 | 3,300 | |
| NATIONAL INSTRS CORP | COM | 636518102 | 37,769,200 | 658,000 | SH | DFND | ROBECOSAM | 658,000 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 9,261,478 | 83,913 | SH | DFND | ROBECOSAM | 83,913 | 0 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 11,609,492 | 1,198,090 | SH | DFND | ROBECOSAM | 938,090 | 0 | 260,000 | |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 12,670,043 | 723,176 | SH | DFND | ROBECOSAM | 723,176 | 0 | 0 | |
| NVENT ELECTRIC PLC | SHS | G6700G107 | 1,694,776 | 32,800 | SH | DFND | ROBECOSAM | 32,800 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 5,530,987 | 13,075 | SH | DFND | ROBECOSAM | 13,075 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 137,881,659 | 673,645 | SH | DFND | ROBECOSAM | 655,745 | 0 | 17,900 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 222,294,684 | 2,350,335 | SH | DFND | ROBECOSAM | 2,301,435 | 0 | 48,900 | |
| ONTO INNOVATION INC | COM | 683344105 | 74,540,800 | 640,000 | SH | DFND | ROBECOSAM | 640,000 | 0 | 0 | |
| OWENS CORNING NEW | COM | 690742101 | 53,896,500 | 413,000 | SH | DFND | ROBECOSAM | 413,000 | 0 | 0 | |
| PENTAIR PLC | SHS | G7S00T104 | 170,199,682 | 2,634,670 | SH | DFND | ROBECOSAM | 2,583,000 | 0 | 51,670 | |
| PLUG POWER INC | COM NEW | 72919P202 | 61,991,935 | 5,966,500 | SH | DFND | ROBECOSAM | 5,811,000 | 0 | 155,500 | |
| POWER INTEGRATIONS INC | COM | 739276103 | 100,491,732 | 1,061,495 | SH | DFND | ROBECOSAM | 1,061,495 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 182,642,050 | 1,283,500 | SH | DFND | ROBECOSAM | 1,249,000 | 0 | 34,500 | |
| QUALCOMM INC | COM | 747525103 | 40,162,668 | 337,388 | SH | DFND | ROBECOSAM | 313,088 | 0 | 24,300 | |
| QUANTA SVCS INC | COM | 74762E102 | 168,082,620 | 855,600 | SH | DFND | ROBECOSAM | 831,000 | 0 | 24,600 | |
| REGAL REXNORD CORPORATION | COM | 758750103 | 141,280,200 | 918,000 | SH | DFND | ROBECOSAM | 897,000 | 0 | 21,000 | |
| REPUBLIC SVCS INC | COM | 760759100 | 3,185,936 | 20,800 | SH | DFND | ROBECOSAM | 20,800 | 0 | 0 | |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 20,034,475 | 1,134,455 | SH | DFND | ROBECOSAM | 1,112,368 | 0 | 22,087 | |
| ROLLINS INC | COM | 775711104 | 1,473,352 | 34,400 | SH | DFND | ROBECOSAM | 34,400 | 0 | 0 | |
| ROPER TECHNOLOGIES INC | COM | 776696106 | 44,382,648 | 92,310 | SH | DFND | ROBECOSAM | 90,500 | 0 | 1,810 | |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 3,554,366 | 49,970 | SH | DFND | ROBECOSAM | 49,970 | 0 | 0 | |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 6,300,540 | 246,500 | SH | DFND | ROBECOSAM | 246,500 | 0 | 0 | |
| SILGAN HLDGS INC | COM | 827048109 | 4,970,340 | 106,000 | SH | DFND | ROBECOSAM | 106,000 | 0 | 0 | |
| SILICON LABORATORIES INC | COM | 826919102 | 56,415,869 | 357,651 | SH | DFND | ROBECOSAM | 344,651 | 0 | 13,000 | |
| SMITH A O CORP | COM | 831865209 | 90,566,268 | 1,244,384 | SH | DFND | ROBECOSAM | 1,220,000 | 0 | 24,384 | |
| SNOWFLAKE INC | CL A | 833445109 | 2,727,690 | 15,500 | SH | DFND | ROBECOSAM | 15,500 | 0 | 0 | |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 88,443,898 | 1,217,900 | SH | DFND | ROBECOSAM | 1,159,400 | 0 | 58,500 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 141,547,205 | 526,100 | SH | DFND | ROBECOSAM | 513,000 | 0 | 13,100 | |
| STERICYCLE INC | COM | 858912108 | 40,259,393 | 866,912 | SH | DFND | ROBECOSAM | 850,000 | 0 | 16,912 | |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 50,134,971 | 1,002,900 | SH | DFND | ROBECOSAM | 1,002,900 | 0 | 0 | |
| SUNRUN INC | COM | 86771W105 | 47,084,318 | 2,636,300 | SH | DFND | ROBECOSAM | 2,555,000 | 0 | 81,300 | |
| SYNOPSYS INC | COM | 871607107 | 2,830,165 | 6,500 | SH | DFND | ROBECOSAM | 6,500 | 0 | 0 | |
| TE CONNECTIVITY LTD | SHS | H84989104 | 51,286,646 | 365,915 | SH | DFND | ROBECOSAM | 365,915 | 0 | 0 | |
| TERADYNE INC | COM | 880770102 | 77,028,114 | 691,890 | SH | DFND | ROBECOSAM | 691,890 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 77,316,387 | 295,360 | SH | DFND | ROBECOSAM | 272,660 | 0 | 22,700 | |
| TETRA TECH INC NEW | COM | 88162G103 | 36,740,964 | 224,386 | SH | DFND | ROBECOSAM | 220,000 | 0 | 4,386 | |
| TEXAS INSTRS INC | COM | 882508104 | 50,652,947 | 281,374 | SH | DFND | ROBECOSAM | 281,374 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 195,031,716 | 373,803 | SH | DFND | ROBECOSAM | 368,270 | 0 | 5,533 | |
| TOPBUILD CORP | COM | 89055F103 | 48,655,058 | 182,900 | SH | DFND | ROBECOSAM | 182,900 | 0 | 0 | |
| TREX CO INC | COM | 89531P105 | 2,097,920 | 32,000 | SH | DFND | ROBECOSAM | 32,000 | 0 | 0 | |
| TRIMBLE INC | COM | 896239100 | 33,031,966 | 623,951 | SH | DFND | ROBECOSAM | 611,712 | 0 | 12,239 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 15,403,070 | 32,047 | SH | DFND | ROBECOSAM | 32,047 | 0 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 25,914,574 | 179,800 | SH | DFND | ROBECOSAM | 166,000 | 0 | 13,800 | |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 94,009,581 | 3,795,300 | SH | DFND | ROBECOSAM | 3,714,000 | 0 | 81,300 | |
| WATERS CORP | COM | 941848103 | 73,267,315 | 274,883 | SH | DFND | ROBECOSAM | 270,046 | 0 | 4,837 | |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 50,594,281 | 275,373 | SH | DFND | ROBECOSAM | 270,000 | 0 | 5,373 | |
| WESCO INTL INC | COM | 95082P105 | 6,267,100 | 35,000 | SH | DFND | ROBECOSAM | 35,000 | 0 | 0 | |
| XPENG INC | ADS | 98422D105 | 32,225,849 | 2,401,330 | SH | DFND | ROBECOSAM | 2,401,330 | 0 | 0 | |
| XYLEM INC | COM | 98419M100 | 129,589,694 | 1,150,681 | SH | DFND | ROBECOSAM | 1,129,000 | 0 | 21,681 | |