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   1,089,497 5,517 SH   SOLE   5,517 0 0
ADOBE INC COM 00724F101   6,512,119 12,577 SH   SOLE   12,577 0 0
AFLAC INC COM 001055102   1,218,844 10,902 SH   SOLE   10,902 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   819,246 7,720 SH   SOLE   7,720 0 0
ALPHABET INC CAP STK CL A 02079K305   6,817,430 41,106 SH   SOLE   41,106 0 0
ALPHABET INC CAP STK CL C 02079K107   428,006 2,560 SH   SOLE   2,560 0 0
AMAZON COM INC COM 023135106   6,914,893 37,111 SH   SOLE   37,111 0 0
AMERESCO INC CL A 02361E108   685,879 18,078 SH   SOLE   18,078 0 0
AMPHENOL CORP NEW CL A 032095101   7,451,893 114,363 SH   SOLE   114,363 0 0
ANALOG DEVICES INC COM 032654105   393,591 1,710 SH   SOLE   1,710 0 0
APPLE INC COM 037833100   6,962,739 29,883 SH   SOLE   29,883 0 0
APPLIED MATLS INC COM 038222105   7,167,320 35,473 SH   SOLE   35,473 0 0
ATLASSIAN CORPORATION CL A 049468101   20,645 130 SH   SOLE   130 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   401,226 12,300 SH   SOLE   12,300 0 0
BAIDU INC SPON ADR REP A 056752108   1,277,694 12,135 SH   SOLE   12,135 0 0
BAKER HUGHES COMPANY CL A 05722G100   247,628 6,850 SH   SOLE   6,850 0 0
BLACKROCK INC COM 09247X101   959,005 1,010 SH   SOLE   1,010 0 0
BROADCOM INC COM 11135F101   1,832,295 10,622 SH   SOLE   10,622 0 0
CANADIAN NAT RES LTD COM 136385101   383,245 11,543 SH   SOLE   11,543 0 0
CANADIAN SOLAR INC COM 136635109   576,460 34,395 SH   SOLE   34,395 0 0
CENOVUS ENERGY INC COM 15135U109   329,756 19,719 SH   SOLE   19,719 0 0
CHEVRON CORP NEW COM 166764100   576,268 3,913 SH   SOLE   3,913 0 0
CISCO SYS INC COM 17275R102   988,455 18,573 SH   SOLE   18,573 0 0
CME GROUP INC COM 12572Q105   866,713 3,928 SH   SOLE   3,928 0 0
COCA COLA CO COM 191216100   903,711 12,576 SH   SOLE   12,576 0 0
CONOCOPHILLIPS COM 20825C104   477,129 4,532 SH   SOLE   4,532 0 0
CRITEO S A SPONS ADS 226718104   38,429 955 SH   SOLE   955 0 0
DANA INC COM 235825205   173,606 16,440 SH   SOLE   16,440 0 0
DANAHER CORPORATION COM 235851102   7,055,314 25,377 SH   SOLE   25,377 0 0
DARLING INGREDIENTS INC COM 237266101   184,314 4,960 SH   SOLE   4,960 0 0
DEVON ENERGY CORP NEW COM 25179M103   294,261 7,522 SH   SOLE   7,522 0 0
DIAMONDBACK ENERGY INC COM 25278X109   372,212 2,159 SH   SOLE   2,159 0 0
DIGITAL TURBINE INC COM NEW 25400W102   15,734 5,125 SH   SOLE   5,125 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   12,798 760 SH   SOLE   760 0 0
EMERSON ELEC CO COM 291011104   843,024 7,708 SH   SOLE   7,708 0 0
ENBRIDGE INC COM 29250N105   349,165 8,598 SH   SOLE   8,598 0 0
ENPHASE ENERGY INC COM 29355A107   540,235 4,780 SH   SOLE   4,780 0 0
EOG RES INC COM 26875P101   376,658 3,064 SH   SOLE   3,064 0 0
EXXON MOBIL CORP COM 30231G102   641,193 5,470 SH   SOLE   5,470 0 0
FIRST SOLAR INC COM 336433107   1,091,550 4,376 SH   SOLE   4,376 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,015,183 3,608 SH   SOLE   3,608 0 0
GENTHERM INC COM 37253A103   834,595 17,929 SH   SOLE   17,929 0 0
HALLIBURTON CO COM 406216101   299,535 10,311 SH   SOLE   10,311 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   113,897 10,261 SH   SOLE   10,261 0 0
HUBBELL INC COM 443510607   1,349,731 3,151 SH   SOLE   3,151 0 0
HUBSPOT INC COM 443573100   29,238 55 SH   SOLE   55 0 0
ILLINOIS TOOL WKS INC COM 452308109   950,004 3,625 SH   SOLE   3,625 0 0
IMPERIAL OIL LTD COM NEW 453038408   456,880 6,495 SH   SOLE   6,495 0 0
INSTALLED BLDG PRODS INC COM 45780R101   1,023,499 4,156 SH   SOLE   4,156 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,641,645 47,570 SH   SOLE   47,570 0 0
INTUIT COM 461202103   7,211,052 11,612 SH   SOLE   11,612 0 0
ITRON INC COM 465741106   1,020,569 9,555 SH   SOLE   9,555 0 0
JD.COM INC SPON ADS CL A 47215P106   1,582,400 39,560 SH   SOLE   39,560 0 0
JOHNSON & JOHNSON COM 478160104   962,312 5,938 SH   SOLE   5,938 0 0
KINDER MORGAN INC DEL COM 49456B101   340,429 15,411 SH   SOLE   15,411 0 0
KLA CORP COM NEW 482480100   6,496,525 8,389 SH   SOLE   8,389 0 0
LAM RESEARCH CORP COM 512807108   6,116,520 7,495 SH   SOLE   7,495 0 0
LIVERAMP HLDGS INC COM 53815P108   17,718 715 SH   SOLE   715 0 0
MAGNITE INC COM 55955D100   35,456 2,560 SH   SOLE   2,560 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,801,546 15,799 SH   SOLE   15,799 0 0
META PLATFORMS INC CL A 30303M102   8,363,921 14,611 SH   SOLE   14,611 0 0
MICROSOFT CORP COM 594918104   8,047,040 18,701 SH   SOLE   18,701 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   119,190 8,700 SH   SOLE   8,700 0 0
MONDELEZ INTL INC CL A 609207105   937,598 12,727 SH   SOLE   12,727 0 0
NETEASE INC SPONSORED ADS 64110W102   1,390,026 14,865 SH   SOLE   14,865 0 0
NETFLIX INC COM 64110L106   7,774,308 10,961 SH   SOLE   10,961 0 0
NEXTERA ENERGY INC COM 65339F101   1,363,215 16,127 SH   SOLE   16,127 0 0
NEXXEN INTERNATIONAL LTD SPON ADR 89484T104   30,890 3,842 SH   SOLE   3,842 0 0
NVIDIA CORPORATION COM 67066G104   8,316,818 68,485 SH   SOLE   68,485 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,257,097 17,313 SH   SOLE   17,313 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,000,066 12,998 SH   SOLE   12,998 0 0
OTIS WORLDWIDE CORP COM 68902V107   942,008 9,063 SH   SOLE   9,063 0 0
OWENS CORNING NEW COM 690742101   1,022,051 5,790 SH   SOLE   5,790 0 0
PAYCHEX INC COM 704326107   918,933 6,848 SH   SOLE   6,848 0 0
PAYPAL HLDGS INC COM 70450Y103   8,190,029 104,960 SH   SOLE   104,960 0 0
PEGASYSTEMS INC COM 705573103   28,871 395 SH   SOLE   395 0 0
PEPSICO INC COM 713448108   850,080 4,999 SH   SOLE   4,999 0 0
POWER INTEGRATIONS INC COM 739276103   275,075 4,290 SH   SOLE   4,290 0 0
PROCTER AND GAMBLE CO COM 742718109   898,388 5,187 SH   SOLE   5,187 0 0
PUBMATIC INC COM CL A 74467Q103   21,487 1,445 SH   SOLE   1,445 0 0
QUALCOMM INC COM 747525103   108,832 640 SH   SOLE   640 0 0
QUANTA SVCS INC COM 74762E102   488,966 1,640 SH   SOLE   1,640 0 0
ROKU INC COM CL A 77543R102   24,265 325 SH   SOLE   325 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,821,954 12,260 SH   SOLE   12,260 0 0
SALESFORCE INC COM 79466L302   7,278,497 26,592 SH   SOLE   26,592 0 0
SCHLUMBERGER LTD COM STK 806857108   334,467 7,973 SH   SOLE   7,973 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   267,667 2,710 SH   SOLE   2,710 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   82,041 3,581 SH   SOLE   3,581 0 0
SPROUT SOCIAL INC COM CL A 85209W109   14,390 495 SH   SOLE   495 0 0
SUNCOR ENERGY INC NEW COM 867224107   416,772 11,293 SH   SOLE   11,293 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,816,705 50,767 SH   SOLE   50,767 0 0
TECHTARGET INC COM 87874R100   16,382 670 SH   SOLE   670 0 0
TESLA INC COM 88160R101   405,527 1,550 SH   SOLE   1,550 0 0
TEXAS INSTRS INC COM 882508104   894,655 4,331 SH   SOLE   4,331 0 0
THE TRADE DESK INC COM CL A 88339J105   39,474 360 SH   SOLE   360 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,963,861 11,258 SH   SOLE   11,258 0 0
TPI COMPOSITES INC COM 87266J104   66,612 14,640 SH   SOLE   14,640 0 0
VALERO ENERGY CORP COM 91913Y100   426,290 3,157 SH   SOLE   3,157 0 0
VISA INC COM CL A 92826C839   6,752,772 24,560 SH   SOLE   24,560 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   13,261 1,285 SH   SOLE   1,285 0 0