# EDGAR Filing Document

**Accession Number:** 0001418427
**File Stem:** 0001085146-23-000690
**Filing Date:** 2023-2
**Character Count:** 17528
**Document Hash:** fc990be8bbbe651d24c8b2d883b12e8b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000690.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001085146-23-000690

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Robeco Schweiz AG
- **CENTRAL INDEX KEY:** 0001418427
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** V8
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12627
- **FILM NUMBER:** 23592012

**BUSINESS ADDRESS:**
- **STREET 1:** JOSEFSTRASSE 218
- **CITY:** ZURICH
- **STATE:** V8
- **ZIP:** 8005
- **BUSINESS PHONE:** 0041-44-653 10 10

**MAIL ADDRESS:**
- **STREET 1:** JOSEFSTRASSE 218
- **CITY:** ZURICH
- **STATE:** V8
- **ZIP:** 8005

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Robeco Switzerland Ltd.
- **DATE OF NAME CHANGE:** 20210428

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ROBECOSAM AG
- **DATE OF NAME CHANGE:** 20130722

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SAM Sustainable Asset Management Ltd.
- **DATE OF NAME CHANGE:** 20071114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Robeco Schweiz AG<br>**Address:** Josefstrasse 218<br>ZURICH, V8 8005

**Form 13F File Number:** 028-12627

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Patrick Glaser<br>**Title:** Legal  Compliance Officer<br>**Phone:** 4-144-653-1205

**Signature, Place, and Date of Signing:**

/s/  Patrick Glaser  Zurich, V8  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 3

**Form 13F Information Table Entry Total:** 119

**Form 13F Information Table Value Total:** $5474668961

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                       | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | Robeco Institutional Asset Management B.V. | 028-12635              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 4601122 | 17243 | SH |  | DFND |  | 14348 | 0 | 2895 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | BBG001SH4LQ0 | 93255220 | 1137675 | SH |  | DFND |  | 1115000 | 0 | 22675 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 2720340 | 42000 | SH |  | DFND |  | 42000 | 0 | 0 |
| AECOM | COM | 00766T100 | BBG001SKTTF1 | 48297483 | 568674 | SH |  | DFND |  | 557974 | 0 | 10700 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | BBG001SCTQY4 | 124954906 | 834981 | SH |  | DFND |  | 819922 | 0 | 15059 |
| ALBEMARLE CORP | COM | 012653101 | BBG001S7SBP9 | 188512061 | 869280 | SH |  | DFND |  | 847980 | 0 | 21300 |
| ALCON AG | ORD SHS | H01301128 | BBG00NPWGYR0 | 16132557 | 235340 | SH |  | DFND |  | 235340 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 | BBG001V1SN18 | 30631497 | 372510 | SH |  | DFND |  | 372510 | 0 | 0 |
| AMERESCO INC | CL A | 02361E108 | BBG001S6P9W1 | 2971280 | 52000 | SH |  | DFND |  | 52000 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 12597513 | 82650 | SH |  | DFND |  | 81000 | 0 | 1650 |
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 152506401 | 929747 | SH |  | DFND |  | 911447 | 0 | 18300 |
| ANSYS INC | COM | 03662Q105 | BBG001S926L8 | 64293139 | 266125 | SH |  | DFND |  | 261000 | 0 | 5125 |
| API GROUP CORP | COM STK | 00187Y100 | BBG00HVV7984 | 23607923 | 1255073 | SH |  | DFND |  | 1230000 | 0 | 25073 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG001S5NK14 | 26012592 | 206400 | SH |  | DFND |  | 203000 | 0 | 3400 |
| APTIV PLC | SHS | G6095L109 | BBG001TRL2T7 | 45552211 | 489125 | SH |  | DFND |  | 455325 | 0 | 33800 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | BBG002MX7TQ9 | 58474274 | 3025053 | SH |  | DFND |  | 3025053 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | BBG001S5SCD4 | 125724267 | 672790 | SH |  | DFND |  | 653600 | 0 | 19190 |
| AVANGRID INC | COM | 05351W103 | BBG00B8NWRH3 | 43624700 | 1015000 | SH |  | DFND |  | 1015000 | 0 | 0 |
| AVANTOR INC | COM | 05352A100 | BBG00G2HHYF5 | 150666960 | 7144000 | SH |  | DFND |  | 7000000 | 0 | 144000 |
| BATH  BODY WORKS INC | COM | 070830104 | BBG001S5SWL1 | 4726422 | 112160 | SH |  | DFND |  | 112160 | 0 | 0 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | BBG013QNJHW0 | 14742718 | 574989 | SH |  | DFND |  | 574989 | 0 | 0 |
| BENTLEY SYS INC | COM CL B | 08265T208 | BBG001SBWGV7 | 16587648 | 448800 | SH |  | DFND |  | 440000 | 0 | 8800 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 19613437 | 423891 | SH |  | DFND |  | 423891 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 4808518 | 8600 | SH |  | DFND |  | 8600 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 497984 | 3100 | SH |  | DFND |  | 3100 | 0 | 0 |
| CAVCO INDS INC DEL | COM | 149568107 | BBG001SJQBM8 | 3166595 | 13996 | SH |  | DFND |  | 13996 | 0 | 0 |
| CINTAS CORP | COM | 172908105 | BBG001S7CRG1 | 27651789 | 61228 | SH |  | DFND |  | 60000 | 0 | 1228 |
| CLEAN HARBORS INC | COM | 184496107 | BBG001S5PW98 | 9871380 | 86500 | SH |  | DFND |  | 85226 | 0 | 1274 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | BBG00B6BFX96 | 27199627 | 491678 | SH |  | DFND |  | 409457 | 0 | 82221 |
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | BBG001S90WD2 | 15705371 | 179326 | SH |  | DFND |  | 179326 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 | BBG001SB1GG8 | 21689587 | 188474 | SH |  | DFND |  | 184731 | 0 | 3743 |
| CONSTELLIUM SE | CL A SHS | F21107101 | BBG004K5PKF9 | 6530160 | 552000 | SH |  | DFND |  | 552000 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 | BBG01163K3R5 | 51229565 | 2653007 | SH |  | DFND |  | 2600000 | 0 | 53007 |
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 26446320 | 828000 | SH |  | DFND |  | 828000 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 | BBG001S5QBD8 | 17673111 | 189646 | SH |  | DFND |  | 189646 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 183116178 | 689911 | SH |  | DFND |  | 676000 | 0 | 13911 |
| DECKERS OUTDOOR CORP | COM | 243537107 | BBG001S7GXB9 | 16327241 | 40904 | SH |  | DFND |  | 40904 | 0 | 0 |
| DENTSPLY SIRONA INC | COM | 24906P109 | BBG001S5XLV8 | 7282795 | 228731 | SH |  | DFND |  | 228731 | 0 | 0 |
| DESKTOP METAL INC | COM CL A | 25058X105 | BBG00P17H1G9 | 1545917 | 1136704 | SH |  | DFND |  | 1136704 | 0 | 0 |
| DIRTT ENVIRONMENTAL SOLUTION | COM | 25490H106 | BBG001T20CN9 | 1749000 | 3300000 | SH |  | DFND |  | 3300000 | 0 | 0 |
| DIVERSEY HLDGS LTD | ORD SHS | G28923103 | BBG00ZHCT069 | 9998220 | 2347000 | SH |  | DFND |  | 2300000 | 0 | 47000 |
| DOVER CORP | COM | 260003108 | BBG001S5QL46 | 69091192 | 510237 | SH |  | DFND |  | 500000 | 0 | 10237 |
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 91251564 | 626900 | SH |  | DFND |  | 615031 | 0 | 11869 |
| ENERGY RECOVERY INC | COM | 29270J100 | BBG001T28M86 | 10452748 | 510139 | SH |  | DFND |  | 500000 | 0 | 10139 |
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | BBG00DPDYDP2 | 8078400 | 204000 | SH |  | DFND |  | 200000 | 0 | 4000 |
| FEDERAL SIGNAL CORP | COM | 313855108 | BBG001S5RD98 | 32817114 | 706200 | SH |  | DFND |  | 692000 | 0 | 14200 |
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 142824765 | 953500 | SH |  | DFND |  | 912000 | 0 | 41500 |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | BBG001THLZ70 | 55633307 | 974143 | SH |  | DFND |  | 955000 | 0 | 19143 |
| FRANKLIN ELEC INC | COM | 353514102 | BBG001S5R3W4 | 17086278 | 214248 | SH |  | DFND |  | 210000 | 0 | 4248 |
| GENTHERM INC | COM | 37253A103 | BBG001SF8XY5 | 26997415 | 413500 | SH |  | DFND |  | 379700 | 0 | 33800 |
| HERITAGE CRYSTAL CLEAN INC | COM | 42726M106 | BBG001SLTGB1 | 13933011 | 428972 | SH |  | DFND |  | 422000 | 0 | 6972 |
| HUBBELL INC | COM | 443510607 | BBG001S5S1L9 | 3754880 | 16000 | SH |  | DFND |  | 16000 | 0 | 0 |
| IDEX CORP | COM | 45167R104 | BBG001S67N14 | 64081271 | 280652 | SH |  | DFND |  | 275000 | 0 | 5652 |
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW36 | 41324525 | 790900 | SH |  | DFND |  | 775000 | 0 | 15900 |
| INTERNATIONAL FLAVORS | COM | 459506101 | BBG001S5S5F7 | 71522163 | 682203 | SH |  | DFND |  | 670703 | 0 | 11500 |
| IPG PHOTONICS CORP | COM | 44980X109 | BBG001SG95B8 | 45157590 | 477000 | SH |  | DFND |  | 477000 | 0 | 0 |
| ITRON INC | COM | 465741106 | BBG001S6DJQ9 | 46025655 | 908700 | SH |  | DFND |  | 895700 | 0 | 13000 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 | BBG001S5WZ84 | 93670400 | 1463600 | SH |  | DFND |  | 1395000 | 0 | 68600 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | BBG0059FN820 | 4191215 | 24500 | SH |  | DFND |  | 24500 | 0 | 0 |
| KROGER CO | COM | 501044101 | BBG001S5SN40 | 1894650 | 42500 | SH |  | DFND |  | 42500 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG001S6C0G2 | 112196984 | 1729300 | SH |  | DFND |  | 1681000 | 0 | 48300 |
| LAUDER ESTEE COS INC | CL A | 518439104 | BBG001S8L5H6 | 5179296 | 20875 | SH |  | DFND |  | 20875 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 | BBG00GVR8YR8 | 3033474 | 9300 | SH |  | DFND |  | 9300 | 0 | 0 |
| LKQ CORP | COM | 501889208 | BBG001SCCPJ1 | 43262100 | 810000 | SH |  | DFND |  | 810000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 | BBG0073F9RS8 | 39643983 | 759900 | SH |  | DFND |  | 731000 | 0 | 28900 |
| LUXFER HLDGS PLC | SHS | G5698W116 | BBG0029SH121 | 6791222 | 494987 | SH |  | DFND |  | 494987 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 77872896 | 2102400 | SH |  | DFND |  | 2030000 | 0 | 72400 |
| MASCO CORP | COM | 574599106 | BBG001S5SZ70 | 44299164 | 949200 | SH |  | DFND |  | 930000 | 0 | 19200 |
| MAXIMUS INC | COM | 577933104 | BBG001S6G4K5 | 9669587 | 131864 | SH |  | DFND |  | 131864 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 6808971 | 87609 | SH |  | DFND |  | 87609 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | BBG001SB87G1 | 52651962 | 36426 | SH |  | DFND |  | 35700 | 0 | 726 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 85354382 | 241380 | SH |  | DFND |  | 237480 | 0 | 3900 |
| NATIONAL INSTRS CORP | COM | 636518102 | BBG001S8FKK6 | 39962700 | 1083000 | SH |  | DFND |  | 1083000 | 0 | 0 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 9818660 | 83913 | SH |  | DFND |  | 83913 | 0 | 0 |
| NIO INC | SPON ADS | 62914V106 | BBG00LPXZBW5 | 12106478 | 1241690 | SH |  | DFND |  | 1058090 | 0 | 183600 |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | BBG0029T14K0 | 12501879 | 725167 | SH |  | DFND |  | 725167 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG001SF62F6 | 117046500 | 740660 | SH |  | DFND |  | 719460 | 0 | 21200 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | BBG001SF7RS6 | 166300250 | 2666350 | SH |  | DFND |  | 2570750 | 0 | 95600 |
| ONTO INNOVATION INC | COM | 683344105 | BBG001S5THX0 | 43577600 | 640000 | SH |  | DFND |  | 640000 | 0 | 0 |
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 35228900 | 413000 | SH |  | DFND |  | 413000 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 | BBG001S69VB3 | 131984769 | 2934299 | SH |  | DFND |  | 2875000 | 0 | 59299 |
| PERKINELMER INC | COM | 714046109 | BBG001SBKS35 | 105936210 | 755500 | SH |  | DFND |  | 745000 | 0 | 10500 |
| PLUG POWER INC | COM NEW | 72919P202 | BBG001S6GJB2 | 53557152 | 4329600 | SH |  | DFND |  | 4145000 | 0 | 184600 |
| POWER INTEGRATIONS INC | COM | 739276103 | BBG001S73RW3 | 85649458 | 1194220 | SH |  | DFND |  | 1194220 | 0 | 0 |
| PTC INC | COM | 69370C100 | BBG001S6DNK6 | 152978976 | 1274400 | SH |  | DFND |  | 1231000 | 0 | 43400 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 40709463 | 370288 | SH |  | DFND |  | 341388 | 0 | 28900 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 115895250 | 813300 | SH |  | DFND |  | 784000 | 0 | 29300 |
| REGAL REXNORD CORPORATION | COM | 758750103 | BBG001S5VL68 | 47992000 | 400000 | SH |  | DFND |  | 400000 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 | BBG001S9DL33 | 1780062 | 13800 | SH |  | DFND |  | 13800 | 0 | 0 |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | BBG00HY28L05 | 18661785 | 1134455 | SH |  | DFND |  | 1112368 | 0 | 22087 |
| ROLLINS INC | COM | 775711104 | BBG001S5VRG4 | 1753920 | 48000 | SH |  | DFND |  | 48000 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 42553087 | 98482 | SH |  | DFND |  | 96500 | 0 | 1982 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | BBG001SF0100 | 4286019 | 58777 | SH |  | DFND |  | 58777 | 0 | 0 |
| SILGAN HOLDINGS INC | COM | 827048109 | BBG001S6VPD9 | 2768256 | 53400 | SH |  | DFND |  | 53400 | 0 | 0 |
| SILICON LABORATORIES INC | COM | 826919102 | BBG001S5W492 | 48291872 | 355951 | SH |  | DFND |  | 336651 | 0 | 19300 |
| SMITH A O CORP | COM | 831865209 | BBG001S5NRY3 | 101251836 | 1768900 | SH |  | DFND |  | 1733000 | 0 | 35900 |
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 2224870 | 15500 | SH |  | DFND |  | 15500 | 0 | 0 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | BBG001S7G2C6 | 83051165 | 1040220 | SH |  | DFND |  | 974020 | 0 | 66200 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BC0P2 | 137102680 | 484000 | SH |  | DFND |  | 468500 | 0 | 15500 |
| STERICYCLE INC | COM | 858912108 | BBG001S7P0T2 | 34723440 | 696000 | SH |  | DFND |  | 682000 | 0 | 14000 |
| SUNRUN INC | COM | 86771W105 | BBG0025XVR94 | 62274252 | 2592600 | SH |  | DFND |  | 2496000 | 0 | 96600 |
| SYNOPSYS INC | COM | 871607107 | BBG001S5VTR8 | 574722 | 1800 | SH |  | DFND |  | 1800 | 0 | 0 |
| TE CONNECTIVITY LTD | SHS | H84989104 | BBG001STLRP3 | 49730671 | 433194 | SH |  | DFND |  | 425779 | 0 | 7415 |
| TERADYNE INC | COM | 880770102 | BBG001S5WMZ3 | 56924685 | 651685 | SH |  | DFND |  | 651685 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 17545143 | 142435 | SH |  | DFND |  | 126435 | 0 | 16000 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 41828582 | 253169 | SH |  | DFND |  | 253169 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 240193356 | 436168 | SH |  | DFND |  | 429370 | 0 | 6798 |
| TOPBUILD CORP | COM | 89055F103 | BBG0077VS2G6 | 28622021 | 182900 | SH |  | DFND |  | 182900 | 0 | 0 |
| TREX CO INC | COM | 89531P105 | BBG001SB6TV8 | 2370480 | 56000 | SH |  | DFND |  | 56000 | 0 | 0 |
| TRIMBLE INC | COM | 896239100 | BBG001S5SZP0 | 30952832 | 612200 | SH |  | DFND |  | 600000 | 0 | 12200 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 16990678 | 32047 | SH |  | DFND |  | 32047 | 0 | 0 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | BBG001S5V9H3 | 19706496 | 182400 | SH |  | DFND |  | 166000 | 0 | 16400 |
| V F CORP | COM | 918204108 | BBG001S5X749 | 2855951 | 103439 | SH |  | DFND |  | 103439 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 41548256 | 3041600 | SH |  | DFND |  | 2945000 | 0 | 96600 |
| WATERS CORP | COM | 941848103 | BBG001S8MDG9 | 46424044 | 135513 | SH |  | DFND |  | 133398 | 0 | 2115 |
| WESCO INTL INC | COM | 95082P105 | BBG001SCRP78 | 4331920 | 34600 | SH |  | DFND |  | 34600 | 0 | 0 |
| XPENG INC | ADS | 98422D105 | BBG00WKJG3N6 | 56492698 | 5683370 | SH |  | DFND |  | 5461170 | 0 | 222200 |
| XYLEM INC | COM | 98419M100 | BBG001V05C73 | 54164594 | 489867 | SH |  | DFND |  | 480000 | 0 | 9867 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | BBG001T36GB5 | 21594150 | 1021000 | SH |  | DFND |  | 1000000 | 0 | 21000 |

---