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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,429,310 | 19,000 | SH | DFND | 19,000 | 0 | 0 | ||
| AECOM | COM | 00766T100 | 73,385,418 | 748,220 | SH | DFND | 734,244 | 0 | 13,976 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 170,360,052 | 1,170,779 | SH | DFND | 1,147,931 | 0 | 22,848 | ||
| ALBEMARLE CORP | COM | 012653101 | 143,654,565 | 1,090,440 | SH | DFND | 1,068,940 | 0 | 21,500 | ||
| ALCON AG | ORD SHS | H01301128 | 12,338,497 | 148,139 | SH | DFND | 148,139 | 0 | 0 | ||
| ALTUS POWER INC | COM CL A | 02217A102 | 19,120,000 | 4,000,000 | SH | DFND | 4,000,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 17,587,997 | 346,425 | SH | DFND | 346,425 | 0 | 0 | ||
| AMER STATES WTR CO | COM | 029899101 | 22,523,637 | 311,789 | SH | DFND | 305,425 | 0 | 6,364 | ||
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 78,242,142 | 640,227 | SH | DFND | 627,000 | 0 | 13,227 | ||
| ANALOG DEVICES INC | COM | 032654105 | 48,111,429 | 243,245 | SH | DFND | 227,745 | 0 | 15,500 | ||
| ANSYS INC | COM | 03662Q105 | 37,862,658 | 109,064 | SH | DFND | 107,040 | 0 | 2,024 | ||
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 39,233,035 | 198,598 | SH | DFND | 195,200 | 0 | 3,398 | ||
| ARCADIUM LITHIUM PLC | COM SHS | G0508H110 | 16,041,565 | 3,721,941 | SH | DFND | 3,721,941 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 160,882,128 | 1,287,160 | SH | DFND | 1,256,160 | 0 | 31,000 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 38,035,410 | 2,551,000 | SH | DFND | 2,551,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 151,127,456 | 580,322 | SH | DFND | 565,825 | 0 | 14,497 | ||
| AVANGRID INC | COM | 05351W103 | 32,030,760 | 879,000 | SH | DFND | 879,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 146,241,683 | 5,719,268 | SH | DFND | 5,600,000 | 0 | 119,268 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 8,171,367 | 163,362 | SH | DFND | 163,362 | 0 | 0 | ||
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 9,477,326 | 160,551 | SH | DFND | 160,551 | 0 | 0 | ||
| BENTLEY SYS INC | COM CL B | 08265T208 | 20,562,617 | 393,769 | SH | DFND | 386,000 | 0 | 7,769 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 16,223,158 | 236,869 | SH | DFND | 236,869 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 6,627,050 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 4,540,019 | 14,585 | SH | DFND | 14,585 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 148,511,150 | 379,000 | SH | DFND | 369,000 | 0 | 10,000 | ||
| CAVCO INDS INC DEL | COM | 149568107 | 7,183,080 | 18,000 | SH | DFND | 18,000 | 0 | 0 | ||
| CECO ENVIRONMENTAL CORP | COM | 125141101 | 2,738,229 | 118,950 | SH | DFND | 116,465 | 0 | 2,485 | ||
| CINTAS CORP | COM | 172908105 | 67,148,938 | 97,738 | SH | DFND | 95,703 | 0 | 2,035 | ||
| CLEAN HARBORS INC | COM | 184496107 | 61,911,884 | 307,545 | SH | DFND | 301,600 | 0 | 5,945 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 2,294,871 | 23,700 | SH | DFND | 23,700 | 0 | 0 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 21,311,877 | 304,673 | SH | DFND | 278,886 | 0 | 25,787 | ||
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | 2,828,798 | 34,846 | SH | DFND | 34,846 | 0 | 0 | ||
| COMFORT SYS USA INC | COM | 199908104 | 794,275 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | 65,784,200 | 1,149,069 | SH | DFND | 1,125,000 | 0 | 24,069 | ||
| CORNING INC | COM | 219350105 | 10,985,568 | 333,300 | SH | DFND | 333,300 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 10,210,875 | 128,020 | SH | DFND | 128,020 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 56,116,579 | 224,718 | SH | DFND | 220,000 | 0 | 4,718 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 9,637,561 | 10,239 | SH | DFND | 10,239 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 3,993,850 | 35,000 | SH | DFND | 35,000 | 0 | 0 | ||
| DESKTOP METAL INC | COM CL A | 25058X105 | 960,700 | 1,091,704 | SH | DFND | 1,091,704 | 0 | 0 | ||
| DOVER CORP | COM | 260003108 | 66,052,357 | 372,777 | SH | DFND | 365,000 | 0 | 7,777 | ||
| DYNATRACE INC | COM NEW | 268150109 | 2,879,280 | 62,000 | SH | DFND | 62,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 89,442,579 | 387,365 | SH | DFND | 379,470 | 0 | 7,895 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | 9,762,467 | 618,269 | SH | DFND | 605,580 | 0 | 12,689 | ||
| EQUINIX INC | COM | 29444U700 | 3,548,919 | 4,300 | SH | DFND | 4,300 | 0 | 0 | ||
| FEDERAL SIGNAL CORP | COM | 313855108 | 28,777,041 | 339,072 | SH | DFND | 332,000 | 0 | 7,072 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 118,458,084 | 542,316 | SH | DFND | 531,000 | 0 | 11,316 | ||
| FIRST SOLAR INC | COM | 336433107 | 96,047,200 | 569,000 | SH | DFND | 545,000 | 0 | 24,000 | ||
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | 60,703,056 | 716,937 | SH | DFND | 702,000 | 0 | 14,937 | ||
| FRANKLIN ELEC INC | COM | 353514102 | 44,732,669 | 418,806 | SH | DFND | 410,000 | 0 | 8,806 | ||
| HUBBELL INC | COM | 443510607 | 3,154,380 | 7,600 | SH | DFND | 7,600 | 0 | 0 | ||
| ICF INTL INC | COM | 44925C103 | 20,224,488 | 134,266 | SH | DFND | 131,500 | 0 | 2,766 | ||
| IDEX CORP | COM | 45167R104 | 63,548,420 | 260,423 | SH | DFND | 255,000 | 0 | 5,423 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 1,609,980 | 6,000 | SH | DFND | 6,000 | 0 | 0 | ||
| INGERSOLL RAND INC | COM | 45687V106 | 32,396,655 | 341,197 | SH | DFND | 334,000 | 0 | 7,197 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 8,516,622 | 99,042 | SH | DFND | 99,042 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 4,451,250 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
| ITRON INC | COM | 465741106 | 59,318,273 | 641,140 | SH | DFND | 615,040 | 0 | 26,100 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 106,079,880 | 1,356,000 | SH | DFND | 1,313,000 | 0 | 43,000 | ||
| LEAR CORP | COM NEW | 521865204 | 6,200,864 | 42,800 | SH | DFND | 42,800 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 25,666,681 | 55,278 | SH | DFND | 51,111 | 0 | 4,167 | ||
| LINDSAY CORP | COM | 535555106 | 15,852,214 | 134,729 | SH | DFND | 132,000 | 0 | 2,729 | ||
| LKQ CORP | COM | 501889208 | 22,848,798 | 427,800 | SH | DFND | 427,800 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 39,916,050 | 843,000 | SH | DFND | 843,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 124,677,920 | 1,759,000 | SH | DFND | 1,692,000 | 0 | 67,000 | ||
| MASCO CORP | COM | 574599106 | 46,067,892 | 584,025 | SH | DFND | 572,000 | 0 | 12,025 | ||
| MAXIMUS INC | COM | 577933104 | 9,179,583 | 109,411 | SH | DFND | 109,411 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 8,695,391 | 99,775 | SH | DFND | 99,775 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 69,330,921 | 52,078 | SH | DFND | 51,000 | 0 | 1,078 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 153,040,695 | 225,917 | SH | DFND | 222,617 | 0 | 3,300 | ||
| NIKE INC | CL B | 654106103 | 5,802,325 | 61,740 | SH | DFND | 61,740 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 11,299,910 | 577,705 | SH | DFND | 577,705 | 0 | 0 | ||
| NVENT ELECTRIC PLC | SHS | G6700G107 | 124,734,220 | 1,654,300 | SH | DFND | 1,619,300 | 0 | 35,000 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 12,198,060 | 13,500 | SH | DFND | 13,500 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 49,973,970 | 201,695 | SH | DFND | 186,795 | 0 | 14,900 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 131,247,033 | 1,784,460 | SH | DFND | 1,744,460 | 0 | 40,000 | ||
| ONTO INNOVATION INC | COM | 683344105 | 41,999,695 | 231,940 | SH | DFND | 231,940 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 41,628,276 | 249,570 | SH | DFND | 249,570 | 0 | 0 | ||
| PENTAIR PLC | SHS | G7S00T104 | 109,170,362 | 1,277,743 | SH | DFND | 1,251,000 | 0 | 26,743 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 60,437,570 | 844,690 | SH | DFND | 844,690 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 89,976,150 | 1,095,000 | SH | DFND | 1,095,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 166,654,527 | 882,050 | SH | DFND | 853,150 | 0 | 28,900 | ||
| QUALCOMM INC | COM | 747525103 | 44,234,366 | 261,278 | SH | DFND | 261,278 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 155,880,000 | 600,000 | SH | DFND | 579,000 | 0 | 21,000 | ||
| REGAL REXNORD CORPORATION | COM | 758750103 | 148,883,267 | 826,670 | SH | DFND | 801,670 | 0 | 25,000 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 6,604,680 | 34,500 | SH | DFND | 34,500 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 21,980,927 | 980,416 | SH | DFND | 960,000 | 0 | 20,416 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 32,779,415 | 58,447 | SH | DFND | 57,250 | 0 | 1,197 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 6,952,903 | 100,490 | SH | DFND | 100,490 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 2,095,132 | 187,400 | SH | DFND | 187,400 | 0 | 0 | ||
| SILGAN HLDGS INC | COM | 827048109 | 6,517,383 | 134,213 | SH | DFND | 134,213 | 0 | 0 | ||
| SMITH A O CORP | COM | 831865209 | 84,970,271 | 949,813 | SH | DFND | 930,000 | 0 | 19,813 | ||
| SNOWFLAKE INC | CL A | 833445109 | 3,652,160 | 22,600 | SH | DFND | 22,600 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 69,200,074 | 1,407,650 | SH | DFND | 1,349,150 | 0 | 58,500 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,775,318 | 39,100 | SH | DFND | 26,000 | 0 | 13,100 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 6,781,813 | 105,177 | SH | DFND | 105,177 | 0 | 0 | ||
| SPX TECHNOLOGIES INC | COM | 78473E103 | 21,745,989 | 176,610 | SH | DFND | 173,000 | 0 | 3,610 | ||
| STERICYCLE INC | COM | 858912108 | 51,171,615 | 970,078 | SH | DFND | 950,000 | 0 | 20,078 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 37,828,730 | 874,855 | SH | DFND | 874,855 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 60,776,934 | 4,611,300 | SH | DFND | 4,490,000 | 0 | 121,300 | ||
| TE CONNECTIVITY LTD | SHS | H84989104 | 43,350,510 | 298,475 | SH | DFND | 298,475 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 60,955,730 | 540,244 | SH | DFND | 540,244 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 38,509,436 | 219,065 | SH | DFND | 196,365 | 0 | 22,700 | ||
| TETRA TECH INC NEW | COM | 88162G103 | 55,300,142 | 299,389 | SH | DFND | 294,000 | 0 | 5,389 | ||
| TEXAS INSTRS INC | COM | 882508104 | 39,502,815 | 226,754 | SH | DFND | 226,754 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 87,669,135 | 150,839 | SH | DFND | 148,769 | 0 | 2,070 | ||
| TOPBUILD CORP | COM | 89055F103 | 46,906,894 | 106,430 | SH | DFND | 106,430 | 0 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 29,119,400 | 97,000 | SH | DFND | 97,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 3,291,750 | 33,000 | SH | DFND | 33,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 11,363,754 | 22,971 | SH | DFND | 22,971 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 26,547,720 | 157,600 | SH | DFND | 143,800 | 0 | 13,800 | ||
| VALMONT INDS INC | COM | 920253101 | 33,073,434 | 144,881 | SH | DFND | 141,887 | 0 | 2,994 | ||
| VERALTO CORP | COM SHS | 92338C103 | 141,893,769 | 1,600,426 | SH | DFND | 1,567,000 | 0 | 33,426 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 141,860,790 | 1,737,000 | SH | DFND | 1,670,000 | 0 | 67,000 | ||
| WATERS CORP | COM | 941848103 | 84,310,188 | 244,924 | SH | DFND | 240,314 | 0 | 4,610 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 14,319,494 | 67,370 | SH | DFND | 66,000 | 0 | 1,370 | ||
| WESCO INTL INC | COM | 95082P105 | 3,134,424 | 18,300 | SH | DFND | 18,300 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | 17,091,763 | 2,225,490 | SH | DFND | 2,070,490 | 0 | 155,000 | ||
| XYLEM INC | COM | 98419M100 | 152,531,504 | 1,180,219 | SH | DFND | 1,156,800 | 0 | 23,419 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 255,320 | 847 | SH | DFND | 847 | 0 | 0 | ||