The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 6,319,922 | 87,340 | SH | SOLE | 87,340 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 15,591,424 | 102,400 | SH | SOLE | 102,400 | 0 | 0 | ||
| AMALGAMATED FINANCIAL CORP | COM | 022671101 | BBG00XRT7YY5 | 4,824,192 | 201,008 | SH | SOLE | 201,008 | 0 | 0 | ||
| AMERESCO INC | CL A | 02361E108 | BBG001S6P9W1 | 7,169,916 | 297,137 | SH | SOLE | 297,137 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 11,534,548 | 50,659 | SH | SOLE | 50,659 | 0 | 0 | ||
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 13,558,368 | 47,687 | SH | SOLE | 47,687 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | BBG002MX7TQ9 | 16,794,266 | 1,126,376 | SH | SOLE | 1,126,376 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | BBG001SJZK39 | 2,344,496 | 133,210 | SH | SOLE | 133,210 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 13,093,776 | 345,300 | SH | SOLE | 345,300 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | BBG005XR47N7 | 17,395,406 | 308,156 | SH | SOLE | 308,156 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 13,638,719 | 85,338 | SH | SOLE | 85,338 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | BBG001T5VGH6 | 16,410,814 | 130,100 | SH | SOLE | 130,100 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 8,980,865 | 203,325 | SH | SOLE | 203,325 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | BBG001S5S5F7 | 14,231,345 | 165,500 | SH | SOLE | 165,500 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | BBG001S5TC52 | 12,403,300 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | BBG006JNW312 | 23,358,774 | 776,555 | SH | SOLE | 776,555 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | BBG001S7BDN5 | 5,903,171 | 291,227 | SH | SOLE | 291,227 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXW5 | 11,987,191 | 178,940 | SH | SOLE | 178,940 | 0 | 0 | ||
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | BBG001S5V4Y5 | 9,371,250 | 223,125 | SH | SOLE | 223,125 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 19,283,270 | 113,900 | SH | SOLE | 113,900 | 0 | 0 | ||
| SANOFI | SPONSORED ADR | 80105N105 | BBG001S5W768 | 12,692,084 | 261,154 | SH | SOLE | 261,154 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | BBG00YQ82328 | 7,741,032 | 692,400 | SH | SOLE | 692,400 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | BBG001SBGZ25 | 12,752,109 | 17,684 | SH | SOLE | 17,684 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | BBG001S5XD28 | 15,873,511 | 232,613 | SH | SOLE | 232,613 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | BBG008NXC581 | 14,881,978 | 300,950 | SH | SOLE | 300,950 | 0 | 0 | ||
| WILLDAN GROUP INC | COM | 96924N100 | BBG001SNM0H3 | 5,175,034 | 178,511 | SH | SOLE | 178,511 | 0 | 0 | ||
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | BBG001T36GB5 | 7,731,369 | 230,994 | SH | SOLE | 230,994 | 0 | 0 | ||