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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 784 5,793 SH   SOLE   5,793 0 0
ACUITYADS HLDGS INC COM 00510L106 9 2,325 SH   SOLE   2,325 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,894 12,159 SH   SOLE   12,159 0 0
AFLAC INC COM 001055102 805 13,773 SH   SOLE   13,773 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,010 8,500 SH   SOLE   8,500 0 0
ALPHABET INC CAP STK CL A 02079K305 7,544 2,604 SH   SOLE   2,604 0 0
ALPHABET INC CAP STK CL C 02079K107 567 196 SH   SOLE   196 0 0
AMAZON COM INC COM 023135106 6,979 2,093 SH   SOLE   2,093 0 0
AMERESCO INC CL A 02361E108 1,579 19,388 SH   SOLE   19,388 0 0
AMPHENOL CORP NEW CL A 032095101 8,535 97,588 SH   SOLE   97,588 0 0
ANALOG DEVICES INC COM 032654105 480 2,730 SH   SOLE   2,730 0 0
APPLE INC COM 037833100 8,682 48,896 SH   SOLE   48,896 0 0
APPLIED MATLS INC COM 038222105 8,769 55,724 SH   SOLE   55,724 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 171 5,800 SH   SOLE   5,800 0 0
BAIDU INC SPON ADR REP A 056752108 2,050 13,780 SH   SOLE   13,780 0 0
BLACKROCK INC COM 09247X101 751 820 SH   SOLE   820 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,230 115,957 SH   SOLE   115,957 0 0
BROADCOM INC COM 11135F101 1,597 2,401 SH   SOLE   2,401 0 0
CANADIAN NAT RES LTD COM 136385101 554 13,100 SH   SOLE   13,100 0 0
CANADIAN SOLAR INC COM 136635109 933 29,812 SH   SOLE   29,812 0 0
CHEVRON CORP NEW COM 166764100 589 5,020 SH   SOLE   5,020 0 0
CISCO SYS INC COM 17275R102 8,675 136,890 SH   SOLE   136,890 0 0
CME GROUP INC COM 12572Q105 668 2,925 SH   SOLE   2,925 0 0
COMCAST CORP NEW CL A 20030N101 6,379 126,738 SH   SOLE   126,738 0 0
CONOCOPHILLIPS COM 20825C104 549 7,600 SH   SOLE   7,600 0 0
CRITEO S A SPONS ADS 226718104 156 4,020 SH   SOLE   4,020 0 0
DANA INC COM 235825205 424 18,578 SH   SOLE   18,578 0 0
DANAHER CORPORATION COM 235851102 7,511 22,829 SH   SOLE   22,829 0 0
DEVON ENERGY CORP NEW COM 25179M103 529 12,000 SH   SOLE   12,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 85 1,400 SH   SOLE   1,400 0 0
ENBRIDGE INC COM 29250N105 492 12,600 SH   SOLE   12,600 0 0
ENPHASE ENERGY INC COM 29355A107 765 4,182 SH   SOLE   4,182 0 0
EOG RES INC COM 26875P101 537 6,050 SH   SOLE   6,050 0 0
EXXON MOBIL CORP COM 30231G102 542 8,850 SH   SOLE   8,850 0 0
FIRST SOLAR INC COM 336433107 1,404 16,110 SH   SOLE   16,110 0 0
GALLAGHER ARTHUR J & CO COM 363576109 811 4,779 SH   SOLE   4,779 0 0
GENTHERM INC COM 37253A103 2,245 25,834 SH   SOLE   25,834 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 63 20,180 SH   SOLE   20,180 0 0
HUBBELL INC COM 443510607 1,537 7,380 SH   SOLE   7,380 0 0
HUBSPOT INC COM 443573100 145 220 SH   SOLE   220 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 37 8,040 SH   SOLE   8,040 0 0
ILLINOIS TOOL WKS INC COM 452308109 669 2,709 SH   SOLE   2,709 0 0
IMPERIAL OIL LTD COM NEW 453038408 561 15,551 SH   SOLE   15,551 0 0
INTEL CORP COM 458140100 417 8,092 SH   SOLE   8,092 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,143 59,536 SH   SOLE   59,536 0 0
ITRON INC COM 465741106 1,025 14,954 SH   SOLE   14,954 0 0
JD.COM INC SPON ADR CL A 47215P106 2,586 36,900 SH   SOLE   36,900 0 0
JOHNSON & JOHNSON COM 478160104 629 3,679 SH   SOLE   3,679 0 0
KLA CORP COM NEW 482480100 8,600 19,995 SH   SOLE   19,995 0 0
LAM RESEARCH CORP COM 512807108 8,516 11,842 SH   SOLE   11,842 0 0
LEAR CORP COM NEW 521865204 448 2,450 SH   SOLE   2,450 0 0
LIVERAMP HLDGS INC COM 53815P108 57 1,180 SH   SOLE   1,180 0 0
MAGNITE INC COM 55955D100 39 2,230 SH   SOLE   2,230 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,100 19,759 SH   SOLE   19,759 0 0
META PLATFORMS INC CL A 30303M102 6,955 20,680 SH   SOLE   20,680 0 0
MICROSOFT CORP COM 594918104 9,049 26,905 SH   SOLE   26,905 0 0
NETEASE INC SPONSORED ADS 64110W102 3,113 30,591 SH   SOLE   30,591 0 0
NEXTERA ENERGY INC COM 65339F101 1,808 19,372 SH   SOLE   19,372 0 0
NIKE INC CL B 654106103 7,959 47,756 SH   SOLE   47,756 0 0
NVIDIA CORPORATION COM 67066G104 10,526 35,791 SH   SOLE   35,791 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,414 35,544 SH   SOLE   35,544 0 0
ORMAT TECHNOLOGIES INC COM 686688102 1,102 13,893 SH   SOLE   13,893 0 0
OTIS WORLDWIDE CORP COM 68902V107 773 8,873 SH   SOLE   8,873 0 0
PAYCHEX INC COM 704326107 830 6,081 SH   SOLE   6,081 0 0
PAYPAL HLDGS INC COM 70450Y103 4,991 26,465 SH   SOLE   26,465 0 0
PEGASYSTEMS INC COM 705573103 74 660 SH   SOLE   660 0 0
PEPSICO INC COM 713448108 741 4,265 SH   SOLE   4,265 0 0
PIONEER NAT RES CO COM 723787107 482 2,650 SH   SOLE   2,650 0 0
POWER INTEGRATIONS INC COM 739276103 494 5,320 SH   SOLE   5,320 0 0
PROCTER AND GAMBLE CO COM 742718109 733 4,484 SH   SOLE   4,484 0 0
PUBMATIC INC COM CL A 74467Q103 87 2,550 SH   SOLE   2,550 0 0
QUALCOMM INC COM 747525103 155 846 SH   SOLE   846 0 0
QUANTA SVCS INC COM 74762E102 535 4,662 SH   SOLE   4,662 0 0
QUINSTREET INC COM 74874Q100 70 3,870 SH   SOLE   3,870 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 654 7,603 SH   SOLE   7,603 0 0
ROKU INC COM CL A 77543R102 59 260 SH   SOLE   260 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,535 15,320 SH   SOLE   15,320 0 0
SALESFORCE COM INC COM 79466L302 97 380 SH   SOLE   380 0 0
SCHLUMBERGER LTD COM STK 806857108 452 15,100 SH   SOLE   15,100 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 430 2,772 SH   SOLE   2,772 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 704 2,508 SH   SOLE   2,508 0 0
SUNCOR ENERGY INC NEW COM 867224107 512 20,476 SH   SOLE   20,476 0 0
SUNPOWER CORP COM 867652406 90 4,300 SH   SOLE   4,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,717 72,456 SH   SOLE   72,456 0 0
TECHTARGET INC COM 87874R100 138 1,440 SH   SOLE   1,440 0 0
TESLA INC COM 88160R101 888 840 SH   SOLE   840 0 0
TEXAS INSTRS INC COM 882508104 669 3,549 SH   SOLE   3,549 0 0
THE TRADE DESK INC COM CL A 88339J105 92 1,000 SH   SOLE   1,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,032 12,038 SH   SOLE   12,038 0 0
TPI COMPOSITES INC COM 87266J104 248 16,598 SH   SOLE   16,598 0 0
TREMOR INTL LTD ADS 89484T104 58 3,832 SH   SOLE   3,832 0 0
V F CORP COM 918204108 551 7,520 SH   SOLE   7,520 0 0
VALERO ENERGY CORP COM 91913Y100 441 5,869 SH   SOLE   5,869 0 0
VISA INC COM CL A 92826C839 6,667 30,763 SH   SOLE   30,763 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 119 1,850 SH   SOLE   1,850 0 0