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   891,975 5,984 SH   SOLE   5,984 0 0
ADOBE INC COM 00724F101   5,043,421 9,891 SH   SOLE   9,891 0 0
AFLAC INC COM 001055102   1,026,225 13,371 SH   SOLE   13,371 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,040,880 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305   5,507,898 42,090 SH   SOLE   42,090 0 0
ALPHABET INC CAP STK CL C 02079K107   438,797 3,328 SH   SOLE   3,328 0 0
AMAZON COM INC COM 023135106   4,393,267 34,560 SH   SOLE   34,560 0 0
AMERESCO INC CL A 02361E108   720,378 18,682 SH   SOLE   18,682 0 0
AMPHENOL CORP NEW CL A 032095101   6,670,990 79,426 SH   SOLE   79,426 0 0
ANALOG DEVICES INC COM 032654105   377,844 2,158 SH   SOLE   2,158 0 0
APPLE INC COM 037833100   5,218,652 30,481 SH   SOLE   30,481 0 0
APPLIED MATLS INC COM 038222105   6,381,438 46,092 SH   SOLE   46,092 0 0
ATLASSIAN CORPORATION CL A 049468101   41,914 208 SH   SOLE   208 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   512,915 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108   1,648,475 12,270 SH   SOLE   12,270 0 0
BAKER HUGHES COMPANY CL A 05722G100   227,743 6,448 SH   SOLE   6,448 0 0
BLACKROCK INC COM 09247X101   707,907 1,095 SH   SOLE   1,095 0 0
BROADCOM INC COM 11135F101   1,418,631 1,708 SH   SOLE   1,708 0 0
CANADIAN NAT RES LTD COM 136385101   465,475 7,197 SH   SOLE   7,197 0 0
CANADIAN SOLAR INC COM 136635109   872,646 35,459 SH   SOLE   35,459 0 0
CENOVUS ENERGY INC COM 15135U109   481,644 23,131 SH   SOLE   23,131 0 0
CHEVRON CORP NEW COM 166764100   644,466 3,822 SH   SOLE   3,822 0 0
CISCO SYS INC COM 17275R102   843,118 15,683 SH   SOLE   15,683 0 0
CME GROUP INC COM 12572Q105   852,737 4,259 SH   SOLE   4,259 0 0
COCA COLA CO COM 191216100   763,735 13,643 SH   SOLE   13,643 0 0
COMCAST CORP NEW CL A 20030N101   4,577,396 103,234 SH   SOLE   103,234 0 0
CONOCOPHILLIPS COM 20825C104   580,910 4,849 SH   SOLE   4,849 0 0
CRITEO S A SPONS ADS 226718104   50,925 1,744 SH   SOLE   1,744 0 0
DANA INC COM 235825205   293,503 20,007 SH   SOLE   20,007 0 0
DANAHER CORPORATION COM 235851102   4,615,156 18,602 SH   SOLE   18,602 0 0
DARLING INGREDIENTS INC COM 237266101   317,585 6,084 SH   SOLE   6,084 0 0
DEVON ENERGY CORP NEW COM 25179M103   344,156 7,215 SH   SOLE   7,215 0 0
DIAMONDBACK ENERGY INC COM 25278X109   486,168 3,139 SH   SOLE   3,139 0 0
DIGITAL TURBINE INC COM NEW 25400W102   20,086 3,320 SH   SOLE   3,320 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   33,987 1,216 SH   SOLE   1,216 0 0
EMERSON ELEC CO COM 291011104   929,679 9,627 SH   SOLE   9,627 0 0
ENBRIDGE INC COM 29250N105   263,595 7,942 SH   SOLE   7,942 0 0
ENPHASE ENERGY INC COM 29355A107   537,311 4,472 SH   SOLE   4,472 0 0
EOG RES INC COM 26875P101   455,449 3,593 SH   SOLE   3,593 0 0
EXXON MOBIL CORP COM 30231G102   754,981 6,421 SH   SOLE   6,421 0 0
FIRST SOLAR INC COM 336433107   1,197,220 7,409 SH   SOLE   7,409 0 0
GALLAGHER ARTHUR J & CO COM 363576109   891,890 3,913 SH   SOLE   3,913 0 0
GENTHERM INC COM 37253A103   1,382,274 25,475 SH   SOLE   25,475 0 0
HALLIBURTON CO COM 406216101   488,795 12,069 SH   SOLE   12,069 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   180,440 16,154 SH   SOLE   16,154 0 0
HUBBELL INC COM 443510607   1,546,679 4,935 SH   SOLE   4,935 0 0
HUBSPOT INC COM 443573100   47,280 96 SH   SOLE   96 0 0
ILLINOIS TOOL WKS INC COM 452308109   792,266 3,440 SH   SOLE   3,440 0 0
IMPERIAL OIL LTD COM NEW 453038408   503,937 8,181 SH   SOLE   8,181 0 0
INSTALLED BLDG PRODS INC COM 45780R101   419,756 3,361 SH   SOLE   3,361 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,338,500 48,523 SH   SOLE   48,523 0 0
INTUIT COM 461202103   6,051,573 11,844 SH   SOLE   11,844 0 0
ITRON INC COM 465741106   1,143,872 18,882 SH   SOLE   18,882 0 0
JD.COM INC SPON ADR CL A 47215P106   1,086,549 37,300 SH   SOLE   37,300 0 0
JOHNSON & JOHNSON COM 478160104   780,463 5,011 SH   SOLE   5,011 0 0
KINDER MORGAN INC DEL COM 49456B101   261,516 15,773 SH   SOLE   15,773 0 0
KLA CORP COM NEW 482480100   5,952,948 12,979 SH   SOLE   12,979 0 0
LAM RESEARCH CORP COM 512807108   6,052,718 9,657 SH   SOLE   9,657 0 0
LIVERAMP HLDGS INC COM 53815P108   32,993 1,144 SH   SOLE   1,144 0 0
MAGNITE INC COM 55955D100   36,373 4,824 SH   SOLE   4,824 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,380,090 16,115 SH   SOLE   16,115 0 0
META PLATFORMS INC CL A 30303M102   5,643,648 18,799 SH   SOLE   18,799 0 0
MICROSOFT CORP COM 594918104   7,056,381 22,348 SH   SOLE   22,348 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   423,478 10,192 SH   SOLE   10,192 0 0
MONDELEZ INTL INC CL A 609207105   791,438 11,404 SH   SOLE   11,404 0 0
NETEASE INC SPONSORED ADS 64110W102   2,165,660 21,622 SH   SOLE   21,622 0 0
NEXTERA ENERGY INC COM 65339F101   1,189,684 20,766 SH   SOLE   20,766 0 0
NIKE INC CL B 654106103   3,725,738 38,964 SH   SOLE   38,964 0 0
NVIDIA CORPORATION COM 67066G104   7,631,900 17,545 SH   SOLE   17,545 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,164,340 23,285 SH   SOLE   23,285 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,114,805 15,944 SH   SOLE   15,944 0 0
OTIS WORLDWIDE CORP COM 68902V107   789,608 9,832 SH   SOLE   9,832 0 0
PAYCHEX INC COM 704326107   856,787 7,429 SH   SOLE   7,429 0 0
PAYPAL HLDGS INC COM 70450Y103   4,291,490 73,409 SH   SOLE   73,409 0 0
PEGASYSTEMS INC COM 705573103   27,435 632 SH   SOLE   632 0 0
PEPSICO INC COM 713448108   713,681 4,212 SH   SOLE   4,212 0 0
PIONEER NAT RES CO COM 723787107   432,931 1,886 SH   SOLE   1,886 0 0
POWER INTEGRATIONS INC COM 739276103   391,852 5,135 SH   SOLE   5,135 0 0
PROCTER AND GAMBLE CO COM 742718109   820,608 5,626 SH   SOLE   5,626 0 0
PUBMATIC INC COM CL A 74467Q103   36,687 3,032 SH   SOLE   3,032 0 0
QUALCOMM INC COM 747525103   84,850 764 SH   SOLE   764 0 0
QUANTA SVCS INC COM 74762E102   389,106 2,080 SH   SOLE   2,080 0 0
ROKU INC COM CL A 77543R102   28,801 408 SH   SOLE   408 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,055,921 12,505 SH   SOLE   12,505 0 0
SALESFORCE INC COM 79466L302   5,523,524 27,239 SH   SOLE   27,239 0 0
SCHLUMBERGER LTD COM STK 806857108   526,682 9,034 SH   SOLE   9,034 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   317,854 3,224 SH   SOLE   3,224 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   416,245 3,214 SH   SOLE   3,214 0 0
SPROUT SOCIAL INC COM CL A 85209W109   39,505 792 SH   SOLE   792 0 0
SUNCOR ENERGY INC NEW COM 867224107   436,474 12,691 SH   SOLE   12,691 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   382,784 36,560 SH   SOLE   36,560 0 0
SUNPOWER CORP COM 867652406   27,185 4,406 SH   SOLE   4,406 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,519,976 63,521 SH   SOLE   63,521 0 0
TECHTARGET INC COM 87874R100   26,474 872 SH   SOLE   872 0 0
TESLA INC COM 88160R101   526,963 2,106 SH   SOLE   2,106 0 0
TEXAS INSTRS INC COM 882508104   747,188 4,699 SH   SOLE   4,699 0 0
THE TRADE DESK INC COM CL A 88339J105   49,391 632 SH   SOLE   632 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,971,096 9,821 SH   SOLE   9,821 0 0
TPI COMPOSITES INC COM 87266J104   40,651 15,340 SH   SOLE   15,340 0 0
TREMOR INTL LTD ADS 89484T104   21,695 6,146 SH   SOLE   6,146 0 0
V F CORP COM 918204108   754,633 42,707 SH   SOLE   42,707 0 0
VALERO ENERGY CORP COM 91913Y100   653,708 4,613 SH   SOLE   4,613 0 0
VISA INC COM CL A 92826C839   5,761,981 25,051 SH   SOLE   25,051 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   4,164,088 59,538 SH   SOLE   59,538 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   22,042 1,344 SH   SOLE   1,344 0 0