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
Estimated average burden
hours per response: 23.8
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
ABBVIE INC COM 00287Y109   595,566 3,737 SH   SOLE   3,737 0 0
ACUITYADS HLDGS INC COM 00510L106   15,297 9,621 SH   SOLE   9,621 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,916,900 10,164 SH   SOLE   10,164 0 0
AFLAC INC COM 001055102   665,588 10,316 SH   SOLE   10,316 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,226,160 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305   4,481,447 43,203 SH   SOLE   43,203 0 0
ALPHABET INC CAP STK CL C 02079K107   320,320 3,080 SH   SOLE   3,080 0 0
AMAZON COM INC COM 023135106   3,666,175 35,494 SH   SOLE   35,494 0 0
AMERESCO INC CL A 02361E108   1,055,473 21,444 SH   SOLE   21,444 0 0
AMPHENOL CORP NEW CL A 032095101   6,644,572 81,309 SH   SOLE   81,309 0 0
ANALOG DEVICES INC COM 032654105   423,037 2,145 SH   SOLE   2,145 0 0
APPLE INC COM 037833100   5,145,869 31,206 SH   SOLE   31,206 0 0
APPLIED MATLS INC COM 038222105   5,785,908 47,105 SH   SOLE   47,105 0 0
ATLASSIAN CORPORATION CL A 049468101   35,603 208 SH   SOLE   208 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   565,643 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108   2,137,027 14,160 SH   SOLE   14,160 0 0
BAKER HUGHES COMPANY CL A 05722G100   226,724 7,856 SH   SOLE   7,856 0 0
BLACKROCK INC COM 09247X101   580,127 867 SH   SOLE   867 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,466,822 64,447 SH   SOLE   64,447 0 0
BROADCOM INC COM 11135F101   1,494,788 2,330 SH   SOLE   2,330 0 0
CANADIAN NAT RES LTD COM 136385101   416,109 7,521 SH   SOLE   7,521 0 0
CANADIAN SOLAR INC COM 136635109   1,412,419 35,479 SH   SOLE   35,479 0 0
CENOVUS ENERGY INC COM 15135U109   388,221 22,256 SH   SOLE   22,256 0 0
CHEVRON CORP NEW COM 166764100   724,757 4,442 SH   SOLE   4,442 0 0
CISCO SYS INC COM 17275R102   651,712 12,467 SH   SOLE   12,467 0 0
CME GROUP INC COM 12572Q105   647,912 3,383 SH   SOLE   3,383 0 0
COCA COLA CO COM 191216100   598,093 9,642 SH   SOLE   9,642 0 0
COMCAST CORP NEW CL A 20030N101   4,006,746 105,691 SH   SOLE   105,691 0 0
CONOCOPHILLIPS COM 20825C104   543,076 5,474 SH   SOLE   5,474 0 0
CRITEO S A SPONS ADS 226718104   63,010 2,000 SH   SOLE   2,000 0 0
DANA INC COM 235825205   240,544 15,983 SH   SOLE   15,983 0 0
DANAHER CORPORATION COM 235851102   4,799,850 19,044 SH   SOLE   19,044 0 0
DEVON ENERGY CORP NEW COM 25179M103   394,404 7,793 SH   SOLE   7,793 0 0
DIAMONDBACK ENERGY INC COM 25278X109   458,091 3,389 SH   SOLE   3,389 0 0
DIGITAL TURBINE INC COM NEW 25400W102   17,502 1,416 SH   SOLE   1,416 0 0
EMERSON ELEC CO COM 291011104   561,356 6,442 SH   SOLE   6,442 0 0
ENBRIDGE INC COM 29250N105   327,251 8,578 SH   SOLE   8,578 0 0
ENPHASE ENERGY INC COM 29355A107   944,158 4,490 SH   SOLE   4,490 0 0
EOG RES INC COM 26875P101   419,202 3,657 SH   SOLE   3,657 0 0
EXXON MOBIL CORP COM 30231G102   858,418 7,828 SH   SOLE   7,828 0 0
FIRST SOLAR INC COM 336433107   2,121,495 9,754 SH   SOLE   9,754 0 0
GALLAGHER ARTHUR J & CO COM 363576109   594,783 3,109 SH   SOLE   3,109 0 0
GENTHERM INC COM 37253A103   1,456,122 24,100 SH   SOLE   24,100 0 0
HALLIBURTON CO COM 406216101   229,169 7,243 SH   SOLE   7,243 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   135,048 17,448 SH   SOLE   17,448 0 0
HUBBELL INC COM 443510607   1,401,466 5,760 SH   SOLE   5,760 0 0
HUBSPOT INC COM 443573100   54,880 128 SH   SOLE   128 0 0
ILLINOIS TOOL WKS INC COM 452308109   665,105 2,732 SH   SOLE   2,732 0 0
IMPERIAL OIL LTD COM NEW 453038408   462,369 9,094 SH   SOLE   9,094 0 0
INTEL CORP COM 458140100   228,559 6,996 SH   SOLE   6,996 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,180,919 49,678 SH   SOLE   49,678 0 0
INTUIT COM 461202103   5,405,689 12,125 SH   SOLE   12,125 0 0
ITRON INC COM 465741106   1,043,292 18,815 SH   SOLE   18,815 0 0
JD.COM INC SPON ADR CL A 47215P106   1,637,097 37,300 SH   SOLE   37,300 0 0
JOHNSON & JOHNSON COM 478160104   530,255 3,421 SH   SOLE   3,421 0 0
KINDER MORGAN INC DEL COM 49456B101   298,318 17,037 SH   SOLE   17,037 0 0
KLA CORP COM NEW 482480100   5,304,171 13,288 SH   SOLE   13,288 0 0
LAM RESEARCH CORP COM 512807108   5,240,766 9,886 SH   SOLE   9,886 0 0
LEAR CORP COM NEW 521865204   288,465 2,068 SH   SOLE   2,068 0 0
LIVERAMP HLDGS INC COM 53815P108   25,088 1,144 SH   SOLE   1,144 0 0
MAGNITE INC COM 55955D100   28,076 3,032 SH   SOLE   3,032 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,995,538 16,498 SH   SOLE   16,498 0 0
META PLATFORMS INC CL A 30303M102   5,703,093 26,909 SH   SOLE   26,909 0 0
MICROSOFT CORP COM 594918104   6,597,746 22,885 SH   SOLE   22,885 0 0
MONDELEZ INTL INC CL A 609207105   631,942 9,064 SH   SOLE   9,064 0 0
NETEASE INC SPONSORED ADS 64110W102   2,263,356 25,592 SH   SOLE   25,592 0 0
NEXTERA ENERGY INC COM 65339F101   1,581,219 20,514 SH   SOLE   20,514 0 0
NIKE INC CL B 654106103   4,892,232 39,891 SH   SOLE   39,891 0 0
NVIDIA CORPORATION COM 67066G104   6,291,212 22,649 SH   SOLE   22,649 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,278,042 27,673 SH   SOLE   27,673 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,324,446 15,624 SH   SOLE   15,624 0 0
OTIS WORLDWIDE CORP COM 68902V107   659,670 7,816 SH   SOLE   7,816 0 0
PAYCHEX INC COM 704326107   570,544 4,979 SH   SOLE   4,979 0 0
PAYPAL HLDGS INC COM 70450Y103   4,300,103 56,625 SH   SOLE   56,625 0 0
PEGASYSTEMS INC COM 705573103   30,639 632 SH   SOLE   632 0 0
PEPSICO INC COM 713448108   610,340 3,348 SH   SOLE   3,348 0 0
PIONEER NAT RES CO COM 723787107   381,316 1,867 SH   SOLE   1,867 0 0
POWER INTEGRATIONS INC COM 739276103   353,795 4,180 SH   SOLE   4,180 0 0
PROCTER AND GAMBLE CO COM 742718109   609,926 4,102 SH   SOLE   4,102 0 0
PUBMATIC INC COM CL A 74467Q103   28,193 2,040 SH   SOLE   2,040 0 0
QUALCOMM INC COM 747525103   97,471 764 SH   SOLE   764 0 0
QUANTA SVCS INC COM 74762E102   509,585 3,058 SH   SOLE   3,058 0 0
ROKU INC COM CL A 77543R102   21,589 328 SH   SOLE   328 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,641,713 12,802 SH   SOLE   12,802 0 0
SALESFORCE INC COM 79466L302   5,584,450 27,953 SH   SOLE   27,953 0 0
SCHLUMBERGER LTD COM STK 806857108   540,591 11,010 SH   SOLE   11,010 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   281,618 2,387 SH   SOLE   2,387 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   818,233 2,692 SH   SOLE   2,692 0 0
SUNCOR ENERGY INC NEW COM 867224107   372,171 11,990 SH   SOLE   11,990 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   423,646 27,122 SH   SOLE   27,122 0 0
SUNPOWER CORP COM 867652406   63,152 4,563 SH   SOLE   4,563 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,919,142 63,633 SH   SOLE   63,633 0 0
TECHTARGET INC COM 87874R100   25,140 696 SH   SOLE   696 0 0
TESLA INC COM 88160R101   369,694 1,782 SH   SOLE   1,782 0 0
TEXAS INSTRS INC COM 882508104   643,595 3,460 SH   SOLE   3,460 0 0
THE TRADE DESK INC COM CL A 88339J105   48,728 800 SH   SOLE   800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,794,824 10,054 SH   SOLE   10,054 0 0
TPI COMPOSITES INC COM 87266J104   272,458 20,878 SH   SOLE   20,878 0 0
TREMOR INTL LTD ADS 89484T104   20,361 3,882 SH   SOLE   3,882 0 0
V F CORP COM 918204108   464,523 20,276 SH   SOLE   20,276 0 0
VALERO ENERGY CORP COM 91913Y100   695,348 4,981 SH   SOLE   4,981 0 0
VISA INC COM CL A 92826C839   5,782,373 25,647 SH   SOLE   25,647 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   3,307,367 44,791 SH   SOLE   44,791 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   21,942 888 SH   SOLE   888 0 0