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
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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
ACCENTURE PLC ACCENTURE PLC G1151C101   9,014 25,477 SH   SOLE   25,477 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102   1,964 9,546 SH   SOLE   9,546 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107   35,262 241,406 SH   SOLE   241,406 0 0
ALCON INC ALCON INC H01301128   10,790 139,277 SH   SOLE   139,277 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102   152 2,000 SH   SOLE   2,000 0 0
ALPHABET - A ALPHABET - A 02079K305   9,150 65,183 SH   SOLE   65,183 0 0
AMAZON.COM AMAZON.COM 023135106   84 550 SH   SOLE   550 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103   1,604 12,129 SH   SOLE   12,129 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105   5,437 33,107 SH   SOLE   33,107 0 0
APTIV PLC APTIV PLC G6095L109   1,347 15,028 SH   SOLE   15,028 0 0
ARISTA NETWORKS ARISTA NETWORKS 040413106   2,377 10,000 SH   SOLE   10,000 0 0
AUTOMATIC DATA PROCESSING AUTOMATIC DATA PROCESSING 053015103   1,465 6,325 SH   SOLE   6,325 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702   71 200 SH   SOLE   200 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100   6,016 68,553 SH   SOLE   68,553 0 0
BROADCOM BROADCOM 11135F101   11,418 10,139 SH   SOLE   10,139 0 0
CLEAN HARBORS CLEAN HARBORS 184496107   4,239 23,830 SH   SOLE   23,830 0 0
COURSERA COURSERA 22266M104   4,858 245,830 SH   SOLE   245,830 0 0
CYBERARK CYBERARK M2682V108   8,322 37,755 SH   SOLE   37,755 0 0
DARLING INGREDIENTS DARLING INGREDIENTS 237266101   1,249 24,862 SH   SOLE   24,862 0 0
DATADOG DATADOG 23804L103   828 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105   904 2,250 SH   SOLE   2,250 0 0
DOCEBO DOCEBO 25609L105   1,294 25,498 SH   SOLE   25,498 0 0
DUOLINGO DUOLINGO 26603R106   8,663 36,660 SH   SOLE   36,660 0 0
EATON CORP EATON CORP G29183103   7,674 31,866 SH   SOLE   31,866 0 0
ELI LILLY ELI LILLY 532457108   2,464 4,237 SH   SOLE   4,237 0 0
EQUINIX EQUINIX 29444U700   8,001 9,916 SH   SOLE   9,916 0 0
FERRARI NV FERRARI NV N3167Y103   10,717 31,829 SH   SOLE   31,829 0 0
FIRST SOLAR INC FIRST SOLAR INC 336433107   4,520 26,211 SH   SOLE   26,211 0 0
FREEPORT/MC MORAN FREEPORT/MC MORAN 35671D857   3,386 78,376 SH   SOLE   78,376 0 0
GARTNER INC GARTNER INC 366651107   8,294 18,571 SH   SOLE   18,571 0 0
GITLAB INC GITLAB INC 37637K108   3,026 47,183 SH   SOLE   47,183 0 0
HASHICORP HASHICORP 418100103   4,965 202,639 SH   SOLE   202,639 0 0
HUBSPOT HUBSPOT 443573100   532 908 SH   SOLE   908 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103   3,532 126,037 SH   SOLE   126,037 0 0
INTUIT INC INTUIT INC 461202103   10,353 16,456 SH   SOLE   16,456 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602   607 1,798 SH   SOLE   1,798 0 0
INVESCO SOLAR ETF INVESCO SOLAR ETF 46138G706   113 2,100 SH   SOLE   2,100 0 0
LAUREATE LAUREATE 518613203   2,350 172,537 SH   SOLE   172,537 0 0
LEVI STRAUSS LEVI STRAUSS 52736R102   68 4,000 SH   SOLE   4,000 0 0
MASTEC MASTEC 576323109   965 12,937 SH   SOLE   12,937 0 0
MASTERCARD MASTERCARD 57636Q104   3,178 7,489 SH   SOLE   7,489 0 0
MG PRIME CYBER SECURITY MG PRIME CYBER SECURITY 26924G201   122 2,000 SH   SOLE   2,000 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103   8,387 96,782 SH   SOLE   96,782 0 0
MICROSOFT CORP MICROSOFT CORP 594918104   49,033 131,079 SH   SOLE   131,079 0 0
MODERNA MODERNA 60770K107   4,667 46,332 SH   SOLE   46,332 0 0
MONGO DB MONGO DB 60937P106   7,807 18,665 SH   SOLE   18,665 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101   847 41,134 SH   SOLE   41,134 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101   2,315 38,210 SH   SOLE   38,210 0 0
NEXTRACKER NEXTRACKER 65290E101   12,759 261,985 SH   SOLE   261,985 0 0
NVIDIA NVIDIA 67066G104   33,227 67,239 SH   SOLE   67,239 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105   2,631 30,938 SH   SOLE   30,938 0 0
ORACLE US ORACLE US 68389X105   3,967 37,446 SH   SOLE   37,446 0 0
OWENS CORNING OWENS CORNING 690742101   3,415 22,960 SH   SOLE   22,960 0 0
PALO ALTO PALO ALTO 697435105   7,844 26,366 SH   SOLE   26,366 0 0
PLUG POWER PLUG POWER 72919P202   21 4,500 SH   SOLE   4,500 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108   6,232 88,911 SH   SOLE   88,911 0 0
PROGRESSIVE US PROGRESSIVE US 743315103   1,347 8,546 SH   SOLE   8,546 0 0
QIAGEN NV QIAGEN NV N72482123   4,804 110,814 SH   SOLE   110,814 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102   5,037 23,325 SH   SOLE   23,325 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100   3,547 21,657 SH   SOLE   21,657 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302   16,011 60,030 SH   SOLE   60,030 0 0
SENTINEL ONE SENTINEL ONE 81730H109   3,555 128,214 SH   SOLE   128,214 0 0
SERVICENOW SERVICENOW 81762P102   14,445 20,525 SH   SOLE   20,525 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107   1,801 114,472 SH   SOLE   114,472 0 0
STELLANTIS (FR) STELLANTIS (FR) N82405106   17,381 740,000 SH   SOLE   740,000 0 0
STELLANTIS NV STELLANTIS NV N82405106   4,567 194,506 SH   SOLE   194,506 0 0
STRIDE STRIDE 86333M108   4,737 79,256 SH   SOLE   79,256 0 0
STRYKER CORP STRYKER CORP 863667101   1,699 5,681 SH   SOLE   5,681 0 0
SYNOPSYS SYNOPSYS 871607107   5,875 11,340 SH   SOLE   11,340 0 0
TERADATA TERADATA 88076W103   2,071 47,103 SH   SOLE   47,103 0 0
THERMO FISHER THERMO FISHER 883556102   3,672 6,907 SH   SOLE   6,907 0 0
T-MOBILE US T-MOBILE US 872590104   6,550 41,474 SH   SOLE   41,474 0 0
TSMC ADR TSMC ADR 874039100   84 800 SH   SOLE   800 0 0
UDEMY UDEMY 902685106   2,421 160,729 SH   SOLE   160,729 0 0
UNITED RENTALS UNITED RENTALS 911363109   1,148 1,984 SH   SOLE   1,984 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106   3,790 15,976 SH   SOLE   15,976 0 0
VISA VISA 92826C839   902 3,484 SH   SOLE   3,484 0 0
WABTEC WABTEC 929740108   3,620 28,470 SH   SOLE   28,470 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101   7,397 37,826 SH   SOLE   37,826 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206   2,941 92,076 SH   SOLE   92,076 0 0
XYLEM XYLEM 98419M100   2,235 19,544 SH   SOLE   19,544 0 0