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   900,996 5,814 SH   SOLE   5,814 0 0
ADOBE INC COM 00724F101   5,776,878 9,683 SH   SOLE   9,683 0 0
AFLAC INC COM 001055102   1,067,220 12,936 SH   SOLE   12,936 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   868,887 11,210 SH   SOLE   11,210 0 0
ALPHABET INC CAP STK CL A 02079K305   5,755,367 41,201 SH   SOLE   41,201 0 0
ALPHABET INC CAP STK CL C 02079K107   396,859 2,816 SH   SOLE   2,816 0 0
AMAZON COM INC COM 023135106   5,140,434 33,832 SH   SOLE   33,832 0 0
AMERESCO INC CL A 02361E108   600,210 18,952 SH   SOLE   18,952 0 0
AMPHENOL CORP NEW CL A 032095101   7,646,690 77,138 SH   SOLE   77,138 0 0
ANALOG DEVICES INC COM 032654105   362,571 1,826 SH   SOLE   1,826 0 0
APPLE INC COM 037833100   5,743,555 29,832 SH   SOLE   29,832 0 0
APPLIED MATLS INC COM 038222105   7,323,133 45,185 SH   SOLE   45,185 0 0
ATLASSIAN CORPORATION CL A 049468101   49,475 208 SH   SOLE   208 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   474,214 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108   1,461,234 12,270 SH   SOLE   12,270 0 0
BAKER HUGHES COMPANY CL A 05722G100   250,915 7,341 SH   SOLE   7,341 0 0
BLACKROCK INC COM 09247X101   863,755 1,064 SH   SOLE   1,064 0 0
BROADCOM INC COM 11135F101   1,765,909 1,582 SH   SOLE   1,582 0 0
CANADIAN NAT RES LTD COM 136385101   460,842 7,035 SH   SOLE   7,035 0 0
CANADIAN SOLAR INC COM 136635109   941,421 35,891 SH   SOLE   35,891 0 0
CENOVUS ENERGY INC COM 15135U109   376,686 22,608 SH   SOLE   22,608 0 0
CHEVRON CORP NEW COM 166764100   534,291 3,582 SH   SOLE   3,582 0 0
CISCO SYS INC COM 17275R102   769,723 15,236 SH   SOLE   15,236 0 0
CME GROUP INC COM 12572Q105   871,463 4,138 SH   SOLE   4,138 0 0
COCA COLA CO COM 191216100   781,058 13,254 SH   SOLE   13,254 0 0
COMCAST CORP NEW CL A 20030N101   4,430,385 101,035 SH   SOLE   101,035 0 0
CONOCOPHILLIPS COM 20825C104   573,038 4,937 SH   SOLE   4,937 0 0
CRITEO S A SPONS ADS 226718104   44,158 1,744 SH   SOLE   1,744 0 0
DANA INC COM 235825205   247,333 16,929 SH   SOLE   16,929 0 0
DANAHER CORPORATION COM 235851102   5,860,768 25,334 SH   SOLE   25,334 0 0
DARLING INGREDIENTS INC COM 237266101   256,576 5,148 SH   SOLE   5,148 0 0
DEVON ENERGY CORP NEW COM 25179M103   343,238 7,577 SH   SOLE   7,577 0 0
DIAMONDBACK ENERGY INC COM 25278X109   453,764 2,926 SH   SOLE   2,926 0 0
DIGITAL TURBINE INC COM NEW 25400W102   22,775 3,320 SH   SOLE   3,320 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   44,724 1,216 SH   SOLE   1,216 0 0
EMERSON ELEC CO COM 291011104   910,327 9,353 SH   SOLE   9,353 0 0
ENBRIDGE INC COM 29250N105   321,118 8,915 SH   SOLE   8,915 0 0
ENPHASE ENERGY INC COM 29355A107   657,264 4,974 SH   SOLE   4,974 0 0
EOG RES INC COM 26875P101   424,655 3,511 SH   SOLE   3,511 0 0
EXXON MOBIL CORP COM 30231G102   627,474 6,276 SH   SOLE   6,276 0 0
FIRST SOLAR INC COM 336433107   1,203,031 6,983 SH   SOLE   6,983 0 0
GALLAGHER ARTHUR J & CO COM 363576109   854,994 3,802 SH   SOLE   3,802 0 0
GENTHERM INC COM 37253A103   1,187,787 22,685 SH   SOLE   22,685 0 0
HALLIBURTON CO COM 406216101   414,315 11,461 SH   SOLE   11,461 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   120,924 11,763 SH   SOLE   11,763 0 0
HUBBELL INC COM 443510607   1,383,151 4,205 SH   SOLE   4,205 0 0
HUBSPOT INC COM 443573100   55,732 96 SH   SOLE   96 0 0
ILLINOIS TOOL WKS INC COM 452308109   875,403 3,342 SH   SOLE   3,342 0 0
IMPERIAL OIL LTD COM NEW 453038408   423,991 7,444 SH   SOLE   7,444 0 0
INSTALLED BLDG PRODS INC COM 45780R101   752,488 4,116 SH   SOLE   4,116 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,099,141 47,490 SH   SOLE   47,490 0 0
INTUIT COM 461202103   7,245,348 11,592 SH   SOLE   11,592 0 0
ITRON INC COM 465741106   1,236,930 16,381 SH   SOLE   16,381 0 0
JD.COM INC SPON ADR CL A 47215P106   1,077,597 37,300 SH   SOLE   37,300 0 0
JOHNSON & JOHNSON COM 478160104   763,010 4,868 SH   SOLE   4,868 0 0
KINDER MORGAN INC DEL COM 49456B101   271,956 15,417 SH   SOLE   15,417 0 0
KLA CORP COM NEW 482480100   7,384,254 12,703 SH   SOLE   12,703 0 0
LAM RESEARCH CORP COM 512807108   7,403,374 9,452 SH   SOLE   9,452 0 0
LIVERAMP HLDGS INC COM 53815P108   43,335 1,144 SH   SOLE   1,144 0 0
MAGNITE INC COM 55955D100   45,056 4,824 SH   SOLE   4,824 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,726,916 15,772 SH   SOLE   15,772 0 0
META PLATFORMS INC CL A 30303M102   6,513,572 18,402 SH   SOLE   18,402 0 0
MICROSOFT CORP COM 594918104   8,218,731 21,856 SH   SOLE   21,856 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   373,592 8,624 SH   SOLE   8,624 0 0
MONDELEZ INTL INC CL A 609207105   802,452 11,079 SH   SOLE   11,079 0 0
NETEASE INC SPONSORED ADS 64110W102   1,805,627 19,382 SH   SOLE   19,382 0 0
NEXTERA ENERGY INC COM 65339F101   1,392,282 22,922 SH   SOLE   22,922 0 0
NIKE INC CL B 654106103   4,140,208 38,134 SH   SOLE   38,134 0 0
NVIDIA CORPORATION COM 67066G104   8,370,703 16,903 SH   SOLE   16,903 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,779,774 21,307 SH   SOLE   21,307 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,135,334 14,980 SH   SOLE   14,980 0 0
OTIS WORLDWIDE CORP COM 68902V107   854,617 9,552 SH   SOLE   9,552 0 0
PAYCHEX INC COM 704326107   859,617 7,217 SH   SOLE   7,217 0 0
PAYPAL HLDGS INC COM 70450Y103   4,412,001 71,845 SH   SOLE   71,845 0 0
PEGASYSTEMS INC COM 705573103   30,880 632 SH   SOLE   632 0 0
PEPSICO INC COM 713448108   694,985 4,092 SH   SOLE   4,092 0 0
PIONEER NAT RES CO COM 723787107   444,588 1,977 SH   SOLE   1,977 0 0
POWER INTEGRATIONS INC COM 739276103   356,768 4,345 SH   SOLE   4,345 0 0
PROCTER AND GAMBLE CO COM 742718109   800,988 5,466 SH   SOLE   5,466 0 0
PUBMATIC INC COM CL A 74467Q103   49,452 3,032 SH   SOLE   3,032 0 0
QUALCOMM INC COM 747525103   110,497 764 SH   SOLE   764 0 0
QUANTA SVCS INC COM 74762E102   379,808 1,760 SH   SOLE   1,760 0 0
ROKU INC COM CL A 77543R102   37,397 408 SH   SOLE   408 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,672,336 12,239 SH   SOLE   12,239 0 0
SALESFORCE INC COM 79466L302   7,016,364 26,664 SH   SOLE   26,664 0 0
SCHLUMBERGER LTD COM STK 806857108   420,171 8,074 SH   SOLE   8,074 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   306,682 2,728 SH   SOLE   2,728 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   351,375 3,754 SH   SOLE   3,754 0 0
SPROUT SOCIAL INC COM CL A 85209W109   48,660 792 SH   SOLE   792 0 0
SUNCOR ENERGY INC NEW COM 867224107   428,152 13,366 SH   SOLE   13,366 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   694,561 45,545 SH   SOLE   45,545 0 0
SUNPOWER CORP COM 867652406   21,281 4,406 SH   SOLE   4,406 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,405,360 61,590 SH   SOLE   61,590 0 0
TECHTARGET INC COM 87874R100   30,398 872 SH   SOLE   872 0 0
TESLA INC COM 88160R101   388,126 1,562 SH   SOLE   1,562 0 0
TEXAS INSTRS INC COM 882508104   778,150 4,565 SH   SOLE   4,565 0 0
THE TRADE DESK INC COM CL A 88339J105   45,479 632 SH   SOLE   632 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,101,953 9,612 SH   SOLE   9,612 0 0
TPI COMPOSITES INC COM 87266J104   63,507 15,340 SH   SOLE   15,340 0 0
TREMOR INTL LTD ADS 89484T104   31,099 6,146 SH   SOLE   6,146 0 0
VALERO ENERGY CORP COM 91913Y100   553,020 4,254 SH   SOLE   4,254 0 0
VISA INC COM CL A 92826C839   6,383,261 24,518 SH   SOLE   24,518 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   4,190,196 58,270 SH   SOLE   58,270 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   24,851 1,344 SH   SOLE   1,344 0 0