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
3D SYSTEMS CORP COM NEW 88554D205   88 18,005 SH   SOLE   18,005 0 0
ADOBE INC COM 00724F101   25 50 SH   SOLE   50 0 0
AFFIRM HOLDINGS INC COM CL A 00827B106   208 9,770 SH   SOLE   9,770 0 0
AGCO CORP COM 001084102   1,564 13,220 SH   SOLE   13,220 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106   4,245 14,980 SH   SOLE   14,980 0 0
ALBEMARLE CORP COM 012653101   2,795 16,437 SH   SOLE   16,437 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   4,761 36,380 SH   SOLE   36,380 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   272 2,065 SH   SOLE   2,065 0 0
AMAZON.COM INC COM 023135106   3,498 27,521 SH   SOLE   27,521 0 0
APA CORP COM 03743Q108   82 2,000 SH   SOLE   2,000 0 0
APPLE INC COM 037833100   1,763 10,300 SH   SOLE   10,300 0 0
AT&T INC COM 00206R102   3,453 229,884 SH   SOLE   229,884 0 0
AVERY DENNISON CORP COM 053611109   1,659 9,083 SH   SOLE   9,083 0 0
BANK OF AMERICA CORP COM 060505104   41 1,480 SH   SOLE   1,480 0 0
BIOGEN INC COM 09062X103   221 858 SH   SOLE   858 0 0
CANADIAN NATURAL RESOURCES COM 136385101   2,003 30,978 SH   SOLE   30,978 0 0
CATERPILLAR INC COM 149123101   1,888 6,916 SH   SOLE   6,916 0 0
CHART INDUSTRIES INC COM 16115Q308   211 1,245 SH   SOLE   1,245 0 0
CHEMOURS CO/THE COM 163851108   2,707 96,495 SH   SOLE   96,495 0 0
CHEVRON CORP COM 166764100   2,138 12,682 SH   SOLE   12,682 0 0
CISCO SYSTEMS INC COM 17275R102   11 200 SH   SOLE   200 0 0
COMERICA INC COM 200340107   2,402 57,800 SH   SOLE   57,800 0 0
DEERE & CO COM 244199105   280 742 SH   SOLE   742 0 0
DIGITAL REALTY TRUST INC COM 253868103   169 1,400 SH   SOLE   1,400 0 0
ELI LILLY & CO COM 532457108   134 250 SH   SOLE   250 0 0
EMERSON ELECTRIC CO CL A 291011104   3,376 34,954 SH   SOLE   34,954 0 0
EOG RESOURCES INC COM 26875P101   127 1,000 SH   SOLE   1,000 0 0
EQUINIX INC COM 29444U700   163 225 SH   SOLE   225 0 0
GENERAL MOTORS CO COM 37045V100   2,315 70,225 SH   SOLE   70,225 0 0
HEXCEL CORP COM 428291108   234 3,599 SH   SOLE   3,599 0 0
INGREDION INC COM 457187102   1,883 19,132 SH   SOLE   19,132 0 0
INTEGRAL AD SCIENCE HOLDING COM 45828L108   172 14,446 SH   SOLE   14,446 0 0
INTL BUSINESS MACHINES CORP COM 459200101   7 50 SH   SOLE   50 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,022 14,812 SH   SOLE   14,812 0 0
JOHNSON & JOHNSON COM 478160104   305 1,957 SH   SOLE   1,957 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   1,875 528,192 SH   SOLE   528,192 0 0
LINDE PLC SHS 74005P104   70 187 SH   SOLE   187 0 0
LION ELECTRIC CO/THE COMMON STOCK 536221104   2,949 1,543,838 SH   SOLE   1,543,838 0 0
LOOP INDUSTRIES INC COM 543518104   142 39,663 SH   SOLE   39,663 0 0
MCDONALD'S CORP COM 580135101   910 3,456 SH   SOLE   3,456 0 0
MEDTRONIC PLC SHS G5960L103   2,500 31,902 SH   SOLE   31,902 0 0
META PLATFORMS INC-CLASS A CL A 30303M102   779 2,595 SH   SOLE   2,595 0 0
MICRON TECHNOLOGY INC COM 595112103   5,739 84,358 SH   SOLE   84,358 0 0
MICROSOFT CORP COM 594918104   4,377 13,861 SH   SOLE   13,861 0 0
MOBILEYE GLOBAL INC-A COMMON CLASS A 60741F104   3,848 92,611 SH   SOLE   92,611 0 0
NEXTERA ENERGY INC COM 65339F101   2,601 45,397 SH   SOLE   45,397 0 0
NOUVEAU MONDE GRAPHITE INC COM NEW 66979W842   2,233 845,834 SH   SOLE   845,834 0 0
NVIDIA CORP COM 67066G104   167 383 SH   SOLE   383 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105   162 2,500 SH   SOLE   2,500 0 0
OKTA INC CL A 679295105   73 892 SH   SOLE   892 0 0
PALO ALTO NETWORKS INC COM 697435105   23 100 SH   SOLE   100 0 0
PARKER HANNIFIN CORP COM 701094104   2,204 5,658 SH   SOLE   5,658 0 0
QUALCOMM INC COM 747525103   2,885 25,975 SH   SOLE   25,975 0 0
SALESFORCE INC COM 79466L302   2,530 12,475 SH   SOLE   12,475 0 0
SCHLUMBERGER LTD COM STK 806857108   304 5,211 SH   SOLE   5,211 0 0
SERVICENOW INC COM 81762P102   6 10 SH   SOLE   10 0 0
SHOPIFY INC - CLASS A CL A 82509L107   1,685 30,884 SH   SOLE   30,884 0 0
SONY GROUP CORP - SP ADR SPONSORED ADR 835699307   307 3,725 SH   SOLE   3,725 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,984 23,742 SH   SOLE   23,742 0 0
SUNRUN INC COM 86771W105   171 13,585 SH   SOLE   13,585 0 0
SYSCO CORP COM 871829107   2,334 35,334 SH   SOLE   35,334 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100   297 3,415 SH   SOLE   3,415 0 0
TARGET CORP COM 87612E106   2,526 22,843 SH   SOLE   22,843 0 0
TEXAS INSTRUMENTS INC COM 882508104   1,525 9,589 SH   SOLE   9,589 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,328 72,359 SH   SOLE   72,359 0 0
UNITED RENTALS INC COM 911363109   2,221 4,996 SH   SOLE   4,996 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,022 90,904 SH   SOLE   90,904 0 0
WALMART INC COM 931142103   2,513 15,712 SH   SOLE   15,712 0 0
WALT DISNEY CO/THE COM 254687106   2,783 34,334 SH   SOLE   34,334 0 0
ZSCALER INC COM 98980G102   344 2,212 SH   SOLE   2,212 0 0