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 INC | COM | 00724F101 | 4,334,150 | 8,500 | SH | DFND | 8,500 | 0 | 0 | ||
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 19,615,527 | 172,323 | SH | DFND | 169,000 | 0 | 3,323 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,683,602 | 26,100 | SH | DFND | 26,100 | 0 | 0 | ||
AECOM | COM | 00766T100 | 72,345,943 | 871,218 | SH | DFND | 856,237 | 0 | 14,981 | ||
AGCO CORP | COM | 001084102 | 4,104,316 | 34,700 | SH | DFND | 34,700 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 170,047,470 | 1,520,725 | SH | DFND | 1,493,794 | 0 | 26,931 | ||
ALBEMARLE CORP | COM | 012653101 | 188,211,325 | 1,106,865 | SH | DFND | 1,085,365 | 0 | 21,500 | ||
ALCON AG | ORD SHS | H01301128 | 17,570,605 | 228,012 | SH | DFND | 228,012 | 0 | 0 | ||
ALTUS POWER INC | COM CL A | 02217A102 | 21,000,000 | 4,000,000 | SH | DFND | 4,000,000 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 20,761,775 | 391,510 | SH | DFND | 391,510 | 0 | 0 | ||
AMER STATES WTR CO | COM | 029899101 | 28,539,439 | 362,728 | SH | DFND | 356,000 | 0 | 6,728 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 72,449,466 | 585,072 | SH | DFND | 574,000 | 0 | 11,072 | ||
ANALOG DEVICES INC | COM | 032654105 | 158,491,819 | 905,202 | SH | DFND | 889,702 | 0 | 15,500 | ||
ANSYS INC | COM | 03662Q105 | 53,678,318 | 180,401 | SH | DFND | 177,000 | 0 | 3,401 | ||
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 35,346,474 | 228,617 | SH | DFND | 224,600 | 0 | 4,017 | ||
APTIV PLC | SHS | G6095L109 | 42,746,160 | 433,575 | SH | DFND | 405,175 | 0 | 28,400 | ||
ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 35,590,800 | 665,000 | SH | DFND | 665,000 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 58,249,926 | 2,625,053 | SH | DFND | 2,625,053 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 133,346,874 | 644,468 | SH | DFND | 629,600 | 0 | 14,868 | ||
AVANGRID INC | COM | 05351W103 | 31,346,630 | 1,039,000 | SH | DFND | 1,039,000 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 171,886,320 | 8,154,000 | SH | DFND | 8,000,000 | 0 | 154,000 | ||
BATH & BODY WORKS INC | COM | 070830104 | 4,944,906 | 146,299 | SH | DFND | 146,299 | 0 | 0 | ||
BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 19,120,536 | 463,753 | SH | DFND | 463,753 | 0 | 0 | ||
BENTLEY SYS INC | COM CL B | 08265T208 | 22,501,726 | 448,599 | SH | DFND | 440,000 | 0 | 8,599 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 19,592,813 | 371,076 | SH | DFND | 371,076 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 4,152,900 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,417,266 | 14,585 | SH | DFND | 14,585 | 0 | 0 | ||
CARLISLE COS INC | COM | 142339100 | 121,852,200 | 470,000 | SH | DFND | 460,000 | 0 | 10,000 | ||
CAVCO INDS INC DEL | COM | 149568107 | 5,206,936 | 19,600 | SH | DFND | 19,600 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 48,390,087 | 100,601 | SH | DFND | 98,700 | 0 | 1,901 | ||
CLEAN HARBORS INC | COM | 184496107 | 48,328,212 | 288,768 | SH | DFND | 283,900 | 0 | 4,868 | ||
COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 25,762,628 | 412,334 | SH | DFND | 343,936 | 0 | 68,398 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 4,334,035 | 58,489 | SH | DFND | 58,489 | 0 | 0 | ||
CORE & MAIN INC | CL A | 21874C102 | 84,389,395 | 2,925,109 | SH | DFND | 2,870,000 | 0 | 55,109 | ||
CORNING INC | COM | 219350105 | 25,229,160 | 828,000 | SH | DFND | 828,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 15,143,190 | 216,889 | SH | DFND | 216,889 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 101,658,975 | 409,750 | SH | DFND | 402,000 | 0 | 7,750 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 16,242,159 | 31,594 | SH | DFND | 31,594 | 0 | 0 | ||
DESKTOP METAL INC | COM CL A | 25058X105 | 1,659,588 | 1,136,704 | SH | DFND | 1,136,704 | 0 | 0 | ||
DOVER CORP | COM | 260003108 | 63,421,944 | 454,605 | SH | DFND | 446,000 | 0 | 8,605 | ||
DYNATRACE INC | COM NEW | 268150109 | 4,088,875 | 87,500 | SH | DFND | 87,500 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 82,598,763 | 487,596 | SH | DFND | 479,047 | 0 | 8,549 | ||
ENERGY RECOVERY INC | COM | 29270J100 | 10,820,048 | 510,139 | SH | DFND | 500,000 | 0 | 10,139 | ||
EQUINIX INC | COM | 29444U700 | 3,122,918 | 4,300 | SH | DFND | 4,300 | 0 | 0 | ||
FEDERAL SIGNAL CORP | COM | 313855108 | 36,218,719 | 606,374 | SH | DFND | 595,000 | 0 | 11,374 | ||
FIRST SOLAR INC | COM | 336433107 | 129,756,770 | 803,000 | SH | DFND | 779,000 | 0 | 24,000 | ||
FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | 62,649,013 | 1,007,867 | SH | DFND | 988,894 | 0 | 18,973 | ||
FRANKLIN ELEC INC | COM | 353514102 | 33,014,743 | 369,996 | SH | DFND | 363,000 | 0 | 6,996 | ||
GENTHERM INC | COM | 37253A103 | 19,552,049 | 360,340 | SH | DFND | 331,940 | 0 | 28,400 | ||
HUBBELL INC | COM | 443510607 | 5,421,993 | 17,300 | SH | DFND | 17,300 | 0 | 0 | ||
ICF INTL INC | COM | 44925C103 | 18,975,748 | 157,071 | SH | DFND | 154,000 | 0 | 3,071 | ||
IDEX CORP | COM | 45167R104 | 58,323,816 | 280,376 | SH | DFND | 275,000 | 0 | 5,376 | ||
INGERSOLL RAND INC | COM | 45687V106 | 44,154,583 | 692,947 | SH | DFND | 680,000 | 0 | 12,947 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 8,069,147 | 118,368 | SH | DFND | 118,368 | 0 | 0 | ||
INVITATION HOMES INC | COM | 46187W107 | 3,961,250 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 36,249,780 | 357,000 | SH | DFND | 357,000 | 0 | 0 | ||
ITRON INC | COM | 465741106 | 48,840,808 | 806,220 | SH | DFND | 780,120 | 0 | 26,100 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 18,523,400 | 140,000 | SH | DFND | 140,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 119,752,048 | 1,393,600 | SH | DFND | 1,362,000 | 0 | 31,600 | ||
LEAR CORP | COM NEW | 521865204 | 5,233,800 | 39,000 | SH | DFND | 39,000 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 30,712,545 | 82,483 | SH | DFND | 71,075 | 0 | 11,408 | ||
LINDSAY CORP | COM | 535555106 | 15,851,143 | 134,697 | SH | DFND | 132,160 | 0 | 2,537 | ||
LIVENT CORP | COM | 53814L108 | 16,240,382 | 882,150 | SH | DFND | 882,150 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 31,735,910 | 641,000 | SH | DFND | 641,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 33,026,580 | 731,000 | SH | DFND | 731,000 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 117,083,190 | 2,163,000 | SH | DFND | 2,107,000 | 0 | 56,000 | ||
MASCO CORP | COM | 574599106 | 52,567,273 | 983,485 | SH | DFND | 965,000 | 0 | 18,485 | ||
MAXIMUS INC | COM | 577933104 | 9,847,604 | 131,864 | SH | DFND | 131,864 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 9,416,208 | 120,166 | SH | DFND | 120,166 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 57,022,390 | 51,461 | SH | DFND | 50,500 | 0 | 961 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 112,825,020 | 244,210 | SH | DFND | 240,910 | 0 | 3,300 | ||
NIKE INC | CL B | 654106103 | 6,397,265 | 66,903 | SH | DFND | 66,903 | 0 | 0 | ||
NIO INC | SPON ADS | 62914V106 | 9,926,734 | 1,098,090 | SH | DFND | 838,090 | 0 | 260,000 | ||
NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 11,006,739 | 723,176 | SH | DFND | 723,176 | 0 | 0 | ||
NVENT ELECTRIC PLC | SHS | G6700G107 | 69,724,242 | 1,315,800 | SH | DFND | 1,280,800 | 0 | 35,000 | ||
NVIDIA CORPORATION | COM | 67066G104 | 6,002,862 | 13,800 | SH | DFND | 13,800 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 101,856,241 | 509,485 | SH | DFND | 491,585 | 0 | 17,900 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 215,238,273 | 2,315,635 | SH | DFND | 2,275,635 | 0 | 40,000 | ||
ONTO INNOVATION INC | COM | 683344105 | 66,692,960 | 523,000 | SH | DFND | 523,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 51,153,750 | 375,000 | SH | DFND | 375,000 | 0 | 0 | ||
PENTAIR PLC | SHS | G7S00T104 | 116,882,038 | 1,805,128 | SH | DFND | 1,771,000 | 0 | 34,128 | ||
PLUG POWER INC | COM NEW | 72919P202 | 47,131,400 | 6,201,500 | SH | DFND | 6,046,000 | 0 | 155,500 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 80,155,642 | 1,050,395 | SH | DFND | 1,050,395 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 171,220,280 | 1,208,500 | SH | DFND | 1,174,000 | 0 | 34,500 | ||
QUALCOMM INC | COM | 747525103 | 35,399,042 | 318,738 | SH | DFND | 294,438 | 0 | 24,300 | ||
QUANTA SVCS INC | COM | 74762E102 | 147,429,867 | 788,100 | SH | DFND | 763,500 | 0 | 24,600 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 131,163,840 | 918,000 | SH | DFND | 897,000 | 0 | 21,000 | ||
REPUBLIC SVCS INC | COM | 760759100 | 4,916,595 | 34,500 | SH | DFND | 34,500 | 0 | 0 | ||
RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 17,916,425 | 1,133,951 | SH | DFND | 1,112,368 | 0 | 21,583 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 32,768,806 | 67,665 | SH | DFND | 66,400 | 0 | 1,265 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 4,815,243 | 82,340 | SH | DFND | 82,340 | 0 | 0 | ||
SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 3,420,050 | 187,400 | SH | DFND | 187,400 | 0 | 0 | ||
SILGAN HLDGS INC | COM | 827048109 | 5,690,520 | 132,000 | SH | DFND | 132,000 | 0 | 0 | ||
SILICON LABORATORIES INC | COM | 826919102 | 41,448,174 | 357,651 | SH | DFND | 344,651 | 0 | 13,000 | ||
SMITH A O CORP | COM | 831865209 | 74,676,046 | 1,129,231 | SH | DFND | 1,108,000 | 0 | 21,231 | ||
SNOWFLAKE INC | CL A | 833445109 | 3,360,940 | 22,000 | SH | DFND | 22,000 | 0 | 0 | ||
SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 71,001,333 | 1,189,900 | SH | DFND | 1,131,400 | 0 | 58,500 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 82,640,331 | 638,100 | SH | DFND | 625,000 | 0 | 13,100 | ||
SPX TECHNOLOGIES INC | COM | 78473E103 | 10,977,197 | 134,855 | SH | DFND | 132,361 | 0 | 2,494 | ||
STERICYCLE INC | COM | 858912108 | 45,590,429 | 1,019,692 | SH | DFND | 1,000,000 | 0 | 19,692 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 41,937,709 | 971,680 | SH | DFND | 971,680 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 44,981,128 | 3,581,300 | SH | DFND | 3,500,000 | 0 | 81,300 | ||
SYNOPSYS INC | COM | 871607107 | 2,983,305 | 6,500 | SH | DFND | 6,500 | 0 | 0 | ||
TE CONNECTIVITY LTD | SHS | H84989104 | 42,360,290 | 342,915 | SH | DFND | 342,915 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 68,502,669 | 681,890 | SH | DFND | 681,890 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 58,910,545 | 235,435 | SH | DFND | 212,735 | 0 | 22,700 | ||
TETRA TECH INC NEW | COM | 88162G103 | 36,142,548 | 237,733 | SH | DFND | 234,000 | 0 | 3,733 | ||
TEXAS INSTRS INC | COM | 882508104 | 43,508,953 | 273,624 | SH | DFND | 273,624 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 135,138,785 | 266,983 | SH | DFND | 263,623 | 0 | 3,360 | ||
TOPBUILD CORP | COM | 89055F103 | 42,998,440 | 170,900 | SH | DFND | 170,900 | 0 | 0 | ||
TREX CO INC | COM | 89531P105 | 1,392,838 | 22,600 | SH | DFND | 22,600 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 27,451,311 | 509,679 | SH | DFND | 500,000 | 0 | 9,679 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 15,709,048 | 31,157 | SH | DFND | 31,157 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 28,226,802 | 179,800 | SH | DFND | 166,000 | 0 | 13,800 | ||
VALMONT INDS INC | COM | 920253101 | 21,938,619 | 91,331 | SH | DFND | 89,611 | 0 | 1,720 | ||
VERALTO CORP | COM SHS | 92338C103 | 16,912,000 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 103,464,360 | 2,781,300 | SH | DFND | 2,700,000 | 0 | 81,300 | ||
WATERS CORP | COM | 941848103 | 86,437,847 | 315,225 | SH | DFND | 309,814 | 0 | 5,411 | ||
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 32,673,350 | 189,060 | SH | DFND | 185,485 | 0 | 3,575 | ||
WESCO INTL INC | COM | 95082P105 | 3,379,770 | 23,500 | SH | DFND | 23,500 | 0 | 0 | ||
XPENG INC | ADS | 98422D105 | 41,334,419 | 2,251,330 | SH | DFND | 2,251,330 | 0 | 0 | ||
XYLEM INC | COM | 98419M100 | 139,132,892 | 1,528,429 | SH | DFND | 1,500,800 | 0 | 27,629 |