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   190,132,673 1,109,044 SH   SOLE   1,109,044 0 0
ADDUS HOMECARE CORP COM 006739106   580,176 5,001 SH   SOLE   5,001 0 0
ADOBE INC COM 00724F101   28,281,489 50,924 SH   SOLE   50,924 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   349,330 2,236 SH   SOLE   2,236 0 0
AFLAC INC COM 001055102   195,846,227 2,193,036 SH   SOLE   2,193,036 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   475,811 3,669 SH   SOLE   3,669 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   48,240 670 SH   SOLE   670 0 0
ALPHABET INC CAP STK CL A 02079K305   39,550,067 217,057 SH   SOLE   217,057 0 0
AMAZON COM INC COM 023135106   34,377,420 177,812 SH   SOLE   177,812 0 0
AMERESCO INC CL A 02361E108   16,113,679 558,741 SH   SOLE   558,741 0 0
AMERIPRISE FINL INC COM 03076C106   499,385 1,169 SH   SOLE   1,169 0 0
AMPHENOL CORP NEW CL A 032095101   50,991,427 756,869 SH   SOLE   756,869 0 0
APPLE INC COM 037833100   33,074,210 156,985 SH   SOLE   156,985 0 0
APPLIED MATLS INC COM 038222105   49,308,488 209,005 SH   SOLE   209,005 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   524,324 3,934 SH   SOLE   3,934 0 0
ARISTA NETWORKS INC COM 040413106   671,963 1,918 SH   SOLE   1,918 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   314,684 7,625 SH   SOLE   7,625 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   21,960 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   204,092 2,360 SH   SOLE   2,360 0 0
BAKER HUGHES COMPANY CL A 05722G100   9,596,171 274,007 SH   SOLE   274,007 0 0
BLACKROCK INC COM 09247X101   188,589,479 239,596 SH   SOLE   239,596 0 0
BLACKSTONE INC COM 09260D107   477,868 3,860 SH   SOLE   3,860 0 0
BROADCOM INC COM 11135F101   206,111,288 128,427 SH   SOLE   128,427 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   567,183 1,843 SH   SOLE   1,843 0 0
CANADIAN NAT RES LTD COM 136385101   16,451,690 461,866 SH   SOLE   461,866 0 0
CANADIAN SOLAR INC COM 136635109   15,578,783 1,055,381 SH   SOLE   1,055,381 0 0
CARLYLE GROUP INC COM 14316J108   429,685 10,702 SH   SOLE   10,702 0 0
CENOVUS ENERGY INC COM 15135U109   15,331,221 780,216 SH   SOLE   780,216 0 0
CHEVRON CORP NEW COM 166764100   24,483,062 156,559 SH   SOLE   156,559 0 0
CISCO SYS INC COM 17275R102   191,725,677 4,035,776 SH   SOLE   4,035,776 0 0
CME GROUP INC COM 12572Q105   184,892,191 940,643 SH   SOLE   940,643 0 0
COCA COLA CO COM 191216100   186,388,008 2,927,991 SH   SOLE   2,927,991 0 0
CONOCOPHILLIPS COM 20825C104   21,396,134 187,210 SH   SOLE   187,210 0 0
DANAHER CORPORATION COM 235851102   33,536,891 134,209 SH   SOLE   134,209 0 0
DEVON ENERGY CORP NEW COM 25179M103   14,241,758 300,966 SH   SOLE   300,966 0 0
DIAMONDBACK ENERGY INC COM 25278X109   17,266,222 86,342 SH   SOLE   86,342 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   560,122 6,061 SH   SOLE   6,061 0 0
EMERSON ELEC CO COM 291011104   192,499,414 1,748,430 SH   SOLE   1,748,430 0 0
ENBRIDGE INC COM 29250N105   12,219,768 344,008 SH   SOLE   344,008 0 0
ENPHASE ENERGY INC COM 29355A107   14,429,840 144,599 SH   SOLE   144,599 0 0
ENTEGRIS INC COM 29362U104   551,823 4,077 SH   SOLE   4,077 0 0
EOG RES INC COM 26875P101   15,630,027 124,443 SH   SOLE   124,443 0 0
EXXON MOBIL CORP COM 30231G102   25,179,373 218,828 SH   SOLE   218,828 0 0
FIRST SOLAR INC COM 336433107   29,808,832 131,997 SH   SOLE   131,997 0 0
FORTIVE CORP COM 34959J108   475,685 6,422 SH   SOLE   6,422 0 0
FRANKLIN RESOURCES INC COM 354613101   276,894 12,389 SH   SOLE   12,389 0 0
GALLAGHER ARTHUR J & CO COM 363576109   198,191,550 764,259 SH   SOLE   764,259 0 0
GENTHERM INC COM 37253A103   18,335,885 371,805 SH   SOLE   371,805 0 0
HALLIBURTON CO COM 406216101   13,919,845 412,530 SH   SOLE   412,530 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   4,762,837 402,098 SH   SOLE   402,098 0 0
HENRY JACK & ASSOC INC COM 426281101   432,214 2,603 SH   SOLE   2,603 0 0
HUBBELL INC COM 443510607   35,845,857 98,061 SH   SOLE   98,061 0 0
IDEX CORP COM 45167R104   436,473 2,170 SH   SOLE   2,170 0 0
ILLINOIS TOOL WKS INC COM 452308109   181,925,870 767,741 SH   SOLE   767,741 0 0
IMPERIAL OIL LTD COM NEW 453038408   17,419,840 255,094 SH   SOLE   255,094 0 0
INSTALLED BLDG PRODS INC COM 45780R101   25,345,920 123,263 SH   SOLE   123,263 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   34,634,921 252,994 SH   SOLE   252,994 0 0
INTUIT COM 461202103   40,967,260 62,346 SH   SOLE   62,346 0 0
ITRON INC COM 465741106   28,677,833 289,774 SH   SOLE   289,774 0 0
JD.COM INC SPON ADS CL A 47215P106   105,427 4,080 SH   SOLE   4,080 0 0
JOHNSON & JOHNSON COM 478160104   185,043,010 1,266,158 SH   SOLE   1,266,158 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   436,110 3,191 SH   SOLE   3,191 0 0
KINDER MORGAN INC DEL COM 49456B101   12,236,511 616,617 SH   SOLE   616,617 0 0
KKR & CO INC COM 48251W104   543,775 5,167 SH   SOLE   5,167 0 0
KLA CORP COM NEW 482480100   51,854,221 62,906 SH   SOLE   62,906 0 0
LAM RESEARCH CORP COM 512807108   47,368,027 44,491 SH   SOLE   44,491 0 0
MASTERCARD INCORPORATED CL A 57636Q104   37,031,558 83,937 SH   SOLE   83,937 0 0
META PLATFORMS INC CL A 30303M102   43,373,794 85,973 SH   SOLE   85,973 0 0
MICROSOFT CORP COM 594918104   233,129,748 521,412 SH   SOLE   521,412 0 0
MONDELEZ INTL INC CL A 609207105   182,373,661 2,785,357 SH   SOLE   2,785,357 0 0
MONOLITHIC PWR SYS INC COM 609839105   642,103 782 SH   SOLE   782 0 0
NASDAQ INC COM 631103108   439,295 7,290 SH   SOLE   7,290 0 0
NETEASE INC SPONSORED ADS 64110W102   7,104,664 74,331 SH   SOLE   74,331 0 0
NEXTERA ENERGY INC COM 65339F101   37,695,581 532,019 SH   SOLE   532,019 0 0
NIKE INC CL B 654106103   19,084,659 251,986 SH   SOLE   251,986 0 0
NVIDIA CORPORATION COM 67066G104   40,460,259 327,490 SH   SOLE   327,490 0 0
ON SEMICONDUCTOR CORP COM 682189105   27,280,902 398,036 SH   SOLE   398,036 0 0
ORMAT TECHNOLOGIES INC COM 686688102   28,253,474 393,856 SH   SOLE   393,856 0 0
OTIS WORLDWIDE CORP COM 68902V107   170,340,045 1,769,761 SH   SOLE   1,769,761 0 0
OWENS CORNING NEW COM 690742101   30,708,177 176,800 SH   SOLE   176,800 0 0
PAYCHEX INC COM 704326107   177,687,247 1,499,040 SH   SOLE   1,499,040 0 0
PAYPAL HLDGS INC COM 70450Y103   27,208,610 468,827 SH   SOLE   468,827 0 0
PEPSICO INC COM 713448108   185,390,430 1,123,800 SH   SOLE   1,123,800 0 0
PRICE T ROWE GROUP INC COM 74144T108   291,965 2,532 SH   SOLE   2,532 0 0
PROCTER AND GAMBLE CO COM 742718109   187,080,962 1,134,036 SH   SOLE   1,134,036 0 0
QUALCOMM INC COM 747525103   7,903,249 39,682 SH   SOLE   39,682 0 0
RAYMOND JAMES FINL INC COM 754730109   447,221 3,618 SH   SOLE   3,618 0 0
REVVITY INC COM 714046109   376,264 3,587 SH   SOLE   3,587 0 0
ROPER TECHNOLOGIES INC COM 776696106   36,672,932 65,067 SH   SOLE   65,067 0 0
SALESFORCE INC COM 79466L302   36,721,417 142,876 SH   SOLE   142,876 0 0
SCHLUMBERGER LTD COM STK 806857108   15,036,859 318,981 SH   SOLE   318,981 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   528,600 4,962 SH   SOLE   4,962 0 0
SMITH A O CORP COM 831865209   527,453 6,449 SH   SOLE   6,449 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,758,658 109,213 SH   SOLE   109,213 0 0
STATE STR CORP COM 857477103   382,210 5,165 SH   SOLE   5,165 0 0
SUNCOR ENERGY INC NEW COM 867224107   17,206,670 451,826 SH   SOLE   451,826 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   68,033,036 391,923 SH   SOLE   391,923 0 0
TERADYNE INC COM 880770102   683,438 4,610 SH   SOLE   4,610 0 0
TETRA TECH INC NEW COM 88162G103   536,458 2,617 SH   SOLE   2,617 0 0
TEXAS INSTRS INC COM 882508104   179,958,917 925,279 SH   SOLE   925,279 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   28,270,220 51,126 SH   SOLE   51,126 0 0
TPI COMPOSITES INC COM 87266J104   1,568,602 392,778 SH   SOLE   392,778 0 0
VALERO ENERGY CORP COM 91913Y100   19,729,582 126,292 SH   SOLE   126,292 0 0
VISA INC COM CL A 92826C839   34,314,002 130,696 SH   SOLE   130,696 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   482,697 1,563 SH   SOLE   1,563 0 0