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
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   2,272,900 119,000 SH   SOLE   0 119,000 0
FERGUSON PLC NEW SHS G3421J106   1,490,108 9,000 SH   SOLE   9,000 0 0
MEDTRONIC PLC SHS G5960L103   16,841,847 214,984 SH   SOLE   0 214,984 0
APTIV PLC SHS G6095L109   8,994,169 91,228 SH   SOLE   0 91,228 0
PENTAIR PLC SHS G7S00T104   744,581 11,494 SH   SOLE   0 11,494 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   9,252,171 244,637 SH   SOLE   0 244,637 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,867,000 25,000 SH   SOLE   0 25,000 0
NXP SEMICONDUCTORS N V COM N6596X109   699,650 3,500 SH   SOLE   0 3,500 0
ABBVIE INC COM 00287Y109   1,655,010 11,100 SH   SOLE   0 11,100 0
ACUITY BRANDS INC COM 00508Y102   621,802 3,651 SH   SOLE   0 3,651 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,529,760 3,000 SH   SOLE   0 3,000 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   7,975,061 70,055 SH   SOLE   0 70,055 0
AIR PRODS & CHEMS INC COM 009158106   99,218 350 SH   SOLE   0 350 0
ALPHABET INC CAP STK CL C 02079K107   3,822,780 29,000 SH   SOLE   0 29,000 0
ALPHABET INC CAP STK CL A 02079K305   22,630,130 173,000 SH   SOLE   0 173,000 0
ALTAIR ENGR INC COM CL A 021369103   674,397 10,780 SH   SOLE   0 10,780 0
AMERICAN EXPRESS CO COM 025816109   149,230 1,000 SH   SOLE   0 1,000 0
ANALOG DEVICES INC COM 032654105   8,701,973 49,700 SH   SOLE   0 49,700 0
ANSYS INC COM 03662Q105   806,063 2,709 SH   SOLE   0 2,709 0
APPLE INC COM 037833100   2,225,340 13,000 SH   SOLE   0 13,000 0
APPLIED MATLS INC COM 038222105   830,580 6,000 SH   SOLE   0 6,000 0
AUTODESK INC COM 052769106   1,965,550 9,500 SH   SOLE   0 9,500 0
AUTOMATIC DATA PROCESSING IN COM 053015103   120,290 500 SH   SOLE   0 500 0
AVIENT CORPORATION COM 05368V106   5,773,054 163,450 SH   SOLE   0 163,450 0
BOSTON SCIENTIFIC CORP COM 101137107   6,705,600 127,000 SH   SOLE   0 127,000 0
BRISTOL-MYERS SQUIBB CO COM 110122108   5,193,467 89,450 SH   SOLE   0 89,450 0
BRUKER CORP COM 116794108   7,474,800 120,000 SH   SOLE   0 120,000 0
CME GROUP INC COM 12572Q105   6,625,080 33,089 SH   SOLE   0 33,089 0
CISCO SYS INC COM 17275R102   2,660,625 49,500 SH   SOLE   0 49,500 0
CLEAN HARBORS INC COM 184496107   1,236,717 7,390 SH   SOLE   0 7,390 0
DEERE & CO COM 244199105   377,540 1,000 SH   SOLE   0 1,000 0
DISNEY WALT CO COM 254687106   149,961 1,850 SH   SOLE   0 1,850 0
EXACT SCIENCES CORP COM 30063P105   2,952,166 43,325 SH   SOLE   0 43,325 0
FEDERAL SIGNAL CORP COM 313855108   621,192 10,400 SH   SOLE   0 10,400 0
GILEAD SCIENCES INC COM 375558103   131,163 1,750 SH   SOLE   0 1,750 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   6,354,361 299,734 SH   SOLE   0 299,734 0
HARTFORD FINL SVCS GROUP INC COM 416515104   9,672,124 136,400 SH   SOLE   0 136,400 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   45,547 3,700 SH   SOLE   0 3,700 0
IDEX CORP COM 45167R104   747,652 3,595 SH   SOLE   0 3,595 0
JACKSON FINANCIAL INC COM CL A 46817M107   1,337,000 35,000 SH   SOLE   0 35,000 0
JUNIPER NETWORKS INC COM 48203R104   833,700 30,000 SH   SOLE   0 30,000 0
LAM RESEARCH CORP COM 512807108   1,409,715 2,250 SH   SOLE   0 2,250 0
LILLY ELI & CO COM 532457108   402,765 750 SH   SOLE   0 750 0
MSA SAFETY INC COM 553498106   936,040 5,945 SH   SOLE   0 5,945 0
MARVELL TECHNOLOGY INC COM 573874104   7,468,803 138,030 SH   SOLE   0 138,030 0
MERCK & CO INC COM 58933Y105   1,596,345 15,500 SH   SOLE   0 15,500 0
MICROSOFT CORP COM 594918104   22,888,975 72,500 SH   SOLE   0 72,500 0
MUELLER WTR PRODS INC COM SER A 624758108   5,092,161 401,590 SH   SOLE   0 401,590 0
NIKE INC CL B 654106103   9,072,896 94,875 SH   SOLE   0 94,875 0
PALO ALTO NETWORKS INC COM 697435105   5,450,498 23,250 SH   SOLE   0 23,250 0
PAYCHEX INC COM 704326107   1,314,762 11,400 SH   SOLE   0 11,400 0
PAYLOCITY HLDG CORP COM 70438V106   48,701 268 SH   SOLE   0 268 0
PFIZER INC COM 717081103   3,667,242 110,559 SH   SOLE   0 110,559 0
RAYONIER INC COM 754907103   543,871 19,110 SH   SOLE   0 19,110 0
REGAL REXNORD CORPORATION COM 758750103   837,218 5,860 SH   SOLE   0 5,860 0
SALESFORCE INC COM 79466L302   10,024,454 49,440 SH   SOLE   0 49,440 0
SMITH A O CORP COM 831865209   646,849 9,780 SH   SOLE   0 9,780 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,849,784 45,200 SH   SOLE   0 45,200 0
STANTEC INC COM 85472N109   957,889 14,757 SH   SOLE   0 14,757 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,343,725 38,500 SH   SOLE   0 38,500 0
TARENA INTL INC SPONSORED ADS 876108200   2 1 SH   SOLE   0 1 0
TELADOC HEALTH INC COM 87918A105   1,618,875 87,130 SH   SOLE   0 87,130 0
TRIMBLE INC COM 896239100   658,952 12,230 SH   SOLE   0 12,230 0
UNION PAC CORP COM 907818108   285,166 1,400 SH   SOLE   0 1,400 0
UNITEDHEALTH GROUP INC COM 91324P102   126,060 250 SH   SOLE   0 250 0
VALMONT INDS INC COM 920253101   9,093,409 37,875 SH   SOLE   0 37,875 0
VISA INC COM CL A 92826C839   2,714,708 11,800 SH   SOLE   0 11,800 0
XYLEM INC COM 98419M100   1,896,610 20,835 SH   SOLE   0 20,835 0
ZOETIS INC CL A 98978V103   348,120 2,000 SH   SOLE   0 2,000 0