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
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   2,942,760 137,000 SH   SOLE   0 137,000 0
FERGUSON PLC NEW SHS G3421J106   1,730,732 9,000 SH   SOLE   9,000 0 0
LINDE PLC SHS G54950103   1,550,619 3,775 SH   SOLE   0 3,775 0
MEDTRONIC PLC SHS G5960L103   20,163,255 244,670 SH   SOLE   0 244,670 0
APTIV PLC SHS G6095L109   10,782,819 120,183 SH   SOLE   0 120,183 0
PENTAIR PLC SHS G7S00T104   1,094,270 15,056 SH   SOLE   0 15,056 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   7,352,073 195,690 SH   SOLE   0 195,690 0
NXP SEMICONDUCTORS N V COM N6596X109   1,100,157 4,791 SH   SOLE   0 4,791 0
ABBVIE INC COM 00287Y109   1,720,389 11,100 SH   SOLE   0 11,100 0
ACUITY BRANDS INC COM 00508Y102   979,866 4,781 SH   SOLE   0 4,781 0
ADOBE INC COM 00724F101   1,640,925 2,750 SH   SOLE   0 2,750 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   7,308,986 51,951 SH   SOLE   0 51,951 0
AIR PRODS & CHEMS INC COM 009158106   95,830 350 SH   SOLE   0 350 0
ALPHABET INC CAP STK CL C 02079K107   4,685,883 33,245 SH   SOLE   0 33,245 0
ALPHABET INC CAP STK CL A 02079K305   23,369,016 167,280 SH   SOLE   0 167,280 0
ALTAIR ENGR INC COM CL A 021369103   1,188,339 14,120 SH   SOLE   0 14,120 0
AMERICAN EXPRESS CO COM 025816109   187,350 1,000 SH   SOLE   0 1,000 0
ANALOG DEVICES INC COM 032654105   10,215,316 51,447 SH   SOLE   0 51,447 0
ANSYS INC COM 03662Q105   1,286,339 3,545 SH   SOLE   0 3,545 0
APPLE INC COM 037833100   3,462,510 17,988 SH   SOLE   0 17,988 0
APPLIED MATLS INC COM 038222105   2,396,691 14,788 SH   SOLE   0 14,788 0
AUTODESK INC COM 052769106   2,698,245 11,082 SH   SOLE   0 11,082 0
AUTOMATIC DATA PROCESSING IN COM 053015103   116,480 500 SH   SOLE   0 500 0
AVIENT CORPORATION COM 05368V106   9,105,909 219,050 SH   SOLE   0 219,050 0
BOSTON SCIENTIFIC CORP COM 101137107   9,034,258 156,275 SH   SOLE   0 156,275 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,741,761 92,450 SH   SOLE   0 92,450 0
BROADCOM INC COM 11135F101   1,210,156 1,084 SH   SOLE   0 1,084 0
BRUKER CORP COM 116794108   8,839,644 120,300 SH   SOLE   0 120,300 0
CME GROUP INC COM 12572Q105   8,235,483 39,103 SH   SOLE   0 39,103 0
CISCO SYS INC COM 17275R102   1,660,896 32,876 SH   SOLE   0 32,876 0
CLEAN HARBORS INC COM 184496107   1,687,708 9,680 SH   SOLE   0 9,680 0
DEERE & CO COM 244199105   399,910 1,000 SH   SOLE   0 1,000 0
DISNEY WALT CO COM 254687106   167,037 1,850 SH   SOLE   0 1,850 0
EMERSON ELEC CO COM 291011104   940,792 9,666 SH   SOLE   0 9,666 0
EXACT SCIENCES CORP COM 30063P105   3,205,184 43,325 SH   SOLE   0 43,325 0
FEDERAL SIGNAL CORP COM 313855108   1,044,399 13,622 SH   SOLE   0 13,622 0
GILEAD SCIENCES INC COM 375558103   141,768 1,750 SH   SOLE   0 1,750 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   6,205,086 224,985 SH   SOLE   0 224,985 0
HARTFORD FINL SVCS GROUP INC COM 416515104   10,603,502 131,950 SH   SOLE   0 131,950 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   52,466 3,700 SH   SOLE   0 3,700 0
HOME DEPOT INC COM 437076102   6,983,708 20,155 SH   SOLE   0 20,155 0
IDEX CORP COM 45167R104   1,021,937 4,707 SH   SOLE   0 4,707 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,310,398 10,204 SH   SOLE   0 10,204 0
JACKSON FINANCIAL INC COM CL A 46817M107   1,790,250 35,000 SH   SOLE   0 35,000 0
LAM RESEARCH CORP COM 512807108   1,644,657 2,100 SH   SOLE   0 2,100 0
ELI LILLY & CO COM 532457108   437,400 750 SH   SOLE   0 750 0
MSA SAFETY INC COM 553498106   1,315,302 7,787 SH   SOLE   0 7,787 0
MARVELL TECHNOLOGY INC COM 573874104   8,341,299 138,330 SH   SOLE   0 138,330 0
MERCK & CO INC COM 58933Y105   1,744,320 16,000 SH   SOLE   0 16,000 0
MICROSOFT CORP COM 594918104   29,968,297 79,722 SH   SOLE   0 79,722 0
MUELLER WTR PRODS INC COM SER A 624758108   6,030,806 419,097 SH   SOLE   0 419,097 0
NIKE INC CL B 654106103   13,200,807 121,644 SH   SOLE   0 121,644 0
PALO ALTO NETWORKS INC COM 697435105   6,056,496 20,550 SH   SOLE   0 20,550 0
PAYCHEX INC COM 704326107   1,357,626 11,400 SH   SOLE   0 11,400 0
PFIZER INC COM 717081103   1,439,000 50,000 SH   SOLE   0 50,000 0
PROCTER AND GAMBLE CO COM 742718109   1,099,200 7,500 SH   SOLE   0 7,500 0
RAYONIER INC COM 754907103   836,353 25,033 SH   SOLE   0 25,033 0
REGAL REXNORD CORPORATION COM 758750103   1,136,202 7,676 SH   SOLE   0 7,676 0
SALESFORCE INC COM 79466L302   14,392,241 54,688 SH   SOLE   0 54,688 0
SERVICENOW INC COM 81762P102   1,131,264 1,600 SH   SOLE   0 1,600 0
SMITH A O CORP COM 831865209   1,056,056 12,810 SH   SOLE   0 12,810 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   4,323,197 46,188 SH   SOLE   0 46,188 0
STANTEC INC COM 85472N109   1,553,745 19,328 SH   SOLE   0 19,328 0
T-MOBILE US INC COM 872590104   1,267,969 7,908 SH   SOLE   0 7,908 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,372,240 51,681 SH   SOLE   0 51,681 0
TELADOC HEALTH INC COM 87918A105   1,885,194 87,480 SH   SOLE   0 87,480 0
TRIMBLE INC COM 896239100   739,852 13,907 SH   SOLE   0 13,907 0
UNION PAC CORP COM 907818108   343,938 1,400 SH   SOLE   0 1,400 0
UNITEDHEALTH GROUP INC COM 91324P102   1,285,811 2,442 SH   SOLE   0 2,442 0
VALMONT INDS INC COM 920253101   10,187,684 43,593 SH   SOLE   0 43,593 0
VISA INC COM CL A 92826C839   4,484,847 17,213 SH   SOLE   0 17,213 0
XYLEM INC COM 98419M100   9,019,333 78,861 SH   SOLE   0 78,861 0
ZOETIS INC CL A 98978V103   394,840 2,000 SH   SOLE   0 2,000 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,697,750 25,000 SH   SOLE   0 25,000 0