The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 6,475,697 58,078 SH   SOLE   10,282 0 47,796
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 5,363,103 35,372 SH   SOLE   5,962 0 29,410
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,847,201 20,545 SH   SOLE   9,070 0 11,475
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,441,871 42,175 SH   SOLE   15,355 0 26,820
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 4,356,626 41,108 SH   SOLE   4,505 0 36,603
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,202,981 59,857 SH   SOLE   13,452 0 46,405
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 2,850,151 19,423 SH   SOLE   3,748 0 15,675
APPLE INC COM 037833100 BBG001S5N8V8 15,426,565 91,531 SH   SOLE   22,676 0 68,855
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2,143,938 19,115 SH   SOLE   3,245 0 15,870
AT&T INC COM 00206R102 BBG001S5VWH2 876,357 51,339 SH   SOLE   9,305 0 42,034
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 7,306,209 27,697 SH   SOLE   2,971 0 24,726
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,195,254 3,668 SH   SOLE   276 0 3,392
BLACKSTONE INC COM 09260D107 BBG001S7H949 3,865,914 45,664 SH   SOLE   11,645 0 34,019
BOEING CO COM 097023105 BBG001S5P0V3 987,185 4,857 SH   SOLE   2,080 0 2,777
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 7,523,007 110,470 SH   SOLE   26,385 0 84,085
BROADCOM INC COM 11135F101 BBG00KHY5SY8 8,109,219 13,243 SH   SOLE   3,862 0 9,381
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG001SDHPH6 1,464,763 48,470 SH   SOLE   9,333 0 39,137
CAMPING WORLD HLDGS INC CL A 13462K109 BBG00D2Z7X92 2,639,609 120,972 SH   SOLE   34,148 0 86,824
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 395,619 2,472 SH   SOLE   659 0 1,813
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,619,587 34,935 SH   SOLE   10,860 0 24,075
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,330,168 9,107 SH   SOLE   3,897 0 5,210
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 10,675,647 698,668 SH   SOLE   167,177 0 531,491
CORNING INC COM 219350105 BBG001S5RLH1 834,051 25,671 SH   SOLE   3,670 0 22,001
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,326,630 10,765 SH   SOLE   1,930 0 8,835
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,969,432 26,223 SH   SOLE   7,141 0 19,082
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1,728,474 23,756 SH   SOLE   6,961 0 16,795
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 1,517,438 6,250 SH   SOLE   2,950 0 3,300
DEERE & CO COM 244199105 BBG001S5QFF7 688,537 1,794 SH   SOLE   605 0 1,189
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 1,086,783 11,470 SH   SOLE   3,445 0 8,025
DONALDSON INC COM 257651109 BBG001S5QDV4 5,517,879 85,469 SH   SOLE   12,830 0 72,639
DOW INC COM 260557103 BBG00BN96931 330,747 6,150 SH   SOLE   3,400 0 2,750
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 718,930 15,595 SH   SOLE   6,720 0 8,875
EATON CORP PLC SHS G29183103 BBG001S5QZ45 2,133,401 12,314 SH   SOLE   4,022 0 8,292
ECOLAB INC COM 278865100 BBG001S5QRB5 261,071 1,498 SH   SOLE   1,472 0 26
EDISON INTL COM 281020107 BBG001S7MY75 2,439,125 33,285 SH   SOLE   6,890 0 26,395
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 344,610 15,509 SH   SOLE   15,055 0 454
FEDEX CORP COM 31428X106 BBG001S5R3M5 4,225,421 18,500 SH   SOLE   3,349 0 15,151
FIRST SOLAR INC COM 336433107 BBG001S991Z7 4,732,283 26,827 SH   SOLE   5,889 0 20,938
FISERV INC COM 337738108 BBG001S5R6Q4 5,914,223 49,591 SH   SOLE   12,502 0 37,089
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 4,308,097 365,093 SH   SOLE   110,885 0 254,208
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 1,847,177 18,197 SH   SOLE   7,798 0 10,399
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5DN3 1,863,618 74,575 SH   SOLE   18,978 0 55,597
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 3,407,296 17,186 SH   SOLE   4,726 0 12,460
ILLUMINA INC COM 452327109 BBG001SF4NY1 322,014 1,650 SH   SOLE   450 0 1,200
IMPINJ INC COM 453204109 BBG001T313Q3 640,984 7,318 SH   SOLE   4,043 0 3,275
INTEL CORP COM 458140100 BBG001S5SF65 311,097 10,450 SH   SOLE   3,550 0 6,900
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,534,393 28,239 SH   SOLE   9,063 0 19,176
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 463,879 1,540 SH   SOLE   1,312 0 228
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 BBG007RBRW19 1,231,699 30,792 SH   SOLE   4,210 0 26,582
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 692,071 32,753 SH   SOLE   3,920 0 28,833
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 BBG00KJR0Z89 2,541,614 107,970 SH   SOLE   15,530 0 92,440
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 2,936,330 142,333 SH   SOLE   17,261 0 125,072
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 BBG00KJR2H78 6,369,838 285,387 SH   SOLE   48,867 0 236,520
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 2,736,174 134,588 SH   SOLE   15,979 0 118,609
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 BBG00KXH4WB4 6,853,256 305,676 SH   SOLE   49,164 0 256,512
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 2,630,477 137,004 SH   SOLE   16,708 0 120,296
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 1,502,375 77,602 SH   SOLE   2,290 0 75,312
INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452 BBG00X3HZJZ8 1,832,912 87,157 SH   SOLE   30,708 0 56,449
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 BBG00LNJYDS0 6,836,293 301,291 SH   SOLE   45,587 0 255,704
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 761,780 37,843 SH   SOLE   1,241 0 36,602
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 641,007 2,481 SH   SOLE   271 0 2,210
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 459,940 3,543 SH   SOLE   518 0 3,025
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 272,511 2,488 SH   SOLE   130 0 2,358
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 2,497,217 21,825 SH   SOLE   3,922 0 17,903
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,858,980 17,324 SH   SOLE   5,534 0 11,790
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 10,426,393 75,053 SH   SOLE   18,063 0 56,990
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 1,283,359 76,940 SH   SOLE   18,150 0 58,790
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 3,688,487 19,457 SH   SOLE   3,344 0 16,113
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 2,467,161 10,919 SH   SOLE   2,100 0 8,819
LILLY ELI & CO COM 532457108 BBG001S5STL8 202,100 500 SH   SOLE   0 0 500
LIMONEIRA CO COM 532746104 BBG001S775Q4 1,008,168 60,010 SH   SOLE   60,010 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 8,528,600 41,407 SH   SOLE   8,474 0 32,933
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 293,069 1,225 SH   SOLE   1,000 0 225
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 471,868 6,199 SH   SOLE   4,685 0 1,514
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,977,965 13,025 SH   SOLE   2,584 0 10,441
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 209,283 2,538 SH   SOLE   2,126 0 412
NETFLIX INC COM 64110L106 BBG001SF6L46 403,606 1,271 SH   SOLE   71 0 1,200
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 4,154,753 54,711 SH   SOLE   17,232 0 37,479
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 378,347 843 SH   SOLE   55 0 788
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 9,014,339 31,954 SH   SOLE   6,506 0 25,448
OMNICELL COM COM 68213N109 BBG001SF6Z45 503,984 8,621 SH   SOLE   4,046 0 4,575
ONEOK INC NEW COM 682680103 BBG001S5TWK1 10,035,326 159,951 SH   SOLE   39,212 0 120,739
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 8,096,786 45,773 SH   SOLE   8,182 0 37,591
PFIZER INC COM 717081103 BBG001S5V466 4,517,641 115,659 SH   SOLE   32,550 0 83,109
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 1,554,289 19,815 SH   SOLE   5,660 0 14,155
PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 330,197 4,650 SH   SOLE   400 0 4,250
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 2,894,828 34,652 SH   SOLE   13,820 0 20,832
QUALCOMM INC COM 747525103 BBG001S6VS70 10,760,148 92,672 SH   SOLE   23,158 0 69,514
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 1,814,015 10,790 SH   SOLE   2,080 0 8,710
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 4,082,908 8,862 SH   SOLE   1,716 0 7,146
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 454,527 14,059 SH   SOLE   2,115 0 11,944
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 466,541 5,852 SH   SOLE   827 0 5,025
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 418,543 1,805 SH   SOLE   255 0 1,550
STARBUCKS CORP COM 855244109 BBG001S72KH6 524,799 4,585 SH   SOLE   215 0 4,370
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 408,804 9,485 SH   SOLE   6,072 0 3,413
SYSCO CORP COM 871829107 BBG001S5WJS8 1,985,381 26,192 SH   SOLE   2,619 0 23,573
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 1,964,893 16,156 SH   SOLE   4,136 0 12,020
TARGET CORP COM 87612E106 BBG001SC0K41 1,426,395 9,160 SH   SOLE   5,110 0 4,050
TENNANT CO COM 880345103 BBG001SCHFK6 1,806,614 22,739 SH   SOLE   6,689 0 16,050
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 1,110,779 7,970 SH   SOLE   2,968 0 5,002
THOR INDS INC COM 885160101 BBG001S5WPH6 3,035,193 37,897 SH   SOLE   6,048 0 31,849
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 4,716,562 153,985 SH   SOLE   42,336 0 111,649
VAREX IMAGING CORP COM 92214X106 BBG00CZNLR38 678,020 39,260 SH   SOLE   26,160 0 13,100
VERIFYME INC COM NEW 92346X206 BBG001SD4YY2 273,000 150,000 SH   SOLE   0 0 150,000
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 335,828 8,915 SH   SOLE   4,955 0 3,960
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 671,182 5,418 SH   SOLE   4,438 0 980
WATERS CORP COM 941848103 BBG001S8MDG9 371,320 1,246 SH   SOLE   987 0 259
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 4,127,130 142,021 SH   SOLE   23,701 0 118,320
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 3,591,599 30,572 SH   SOLE   11,773 0 18,799
WORKDAY INC CL A 98138H101 BBG001T21KQ7 555,800 3,035 SH   SOLE   375 0 2,660
ZOETIS INC CL A 98978V103 BBG0039320P7 2,238,493 12,654 SH   SOLE   5,954 0 6,700