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 73,062 584,817 SH   SOLE   584,817 0 0
ADDUS HOMECARE CORP COM 006739106 473 5,925 SH   SOLE   5,925 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 23,061 40,056 SH   SOLE   40,056 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 558 3,690 SH   SOLE   3,690 0 0
AFLAC INC COM 001055102 67,276 1,132,382 SH   SOLE   1,132,382 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 511 3,241 SH   SOLE   3,241 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 134 910 SH   SOLE   910 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 649 13,090 SH   SOLE   13,090 0 0
ALPHABET INC CAP STK CL A 02079K305 22,816 8,534 SH   SOLE   8,534 0 0
AMAZON COM INC COM 023135106 22,966 6,991 SH   SOLE   6,991 0 0
AMERESCO INC CL A 02361E108 25,914 443,500 SH   SOLE   443,500 0 0
AMERIPRISE FINL INC COM 03076C106 615 2,330 SH   SOLE   2,330 0 0
AMPHENOL CORP NEW CL A 032095101 22,445 306,495 SH   SOLE   306,495 0 0
ANSYS INC COM 03662Q105 463 1,359 SH   SOLE   1,359 0 0
APPLE INC COM 037833100 23,116 163,366 SH   SOLE   163,366 0 0
APPLIED MATLS INC COM 038222105 22,482 174,645 SH   SOLE   174,645 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 716 9,700 SH   SOLE   9,700 0 0
ARISTA NETWORKS INC COM 040413106 446 1,299 SH   SOLE   1,299 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 567 11,600 SH   SOLE   11,600 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 275 5,870 SH   SOLE   5,870 0 0
BAIDU INC SPON ADR REP A 056752108 274 1,780 SH   SOLE   1,780 0 0
BLACKROCK INC COM 09247X101 64,086 67,015 SH   SOLE   67,015 0 0
BLACKSTONE INC COM 09260D107 685 5,890 SH   SOLE   5,890 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 22,924 387,421 SH   SOLE   387,421 0 0
BROADCOM INC COM 11135F101 66,859 119,734 SH   SOLE   119,734 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 500 3,300 SH   SOLE   3,300 0 0
CANADIAN NAT RES LTD COM 136385101 8,631 251,514 SH   SOLE   251,514 0 0
CANADIAN SOLAR INC COM 136635109 21,038 608,200 SH   SOLE   608,200 0 0
CARLYLE GROUP INC COM 14316J108 714 15,100 SH   SOLE   15,100 0 0
CHEVRON CORP NEW COM 166764100 9,826 102,679 SH   SOLE   102,679 0 0
CI FINL CORP COM 125491100 686 33,800 SH   SOLE   33,800 0 0
CISCO SYS INC COM 17275R102 90,145 1,486,252 SH   SOLE   1,486,252 0 0
CME GROUP INC COM 12572Q105 62,331 278,453 SH   SOLE   278,453 0 0
COMCAST CORP NEW CL A 20030N101 23,683 423,439 SH   SOLE   423,439 0 0
CONOCOPHILLIPS COM 20825C104 10,045 157,361 SH   SOLE   157,361 0 0
DANAHER CORPORATION COM 235851102 23,221 76,273 SH   SOLE   76,273 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,295 336,426 SH   SOLE   336,426 0 0
ENBRIDGE INC COM 29250N105 10,192 272,250 SH   SOLE   272,250 0 0
ENPHASE ENERGY INC COM 29355A107 12,762 85,100 SH   SOLE   85,100 0 0
ENTEGRIS INC COM 29362U104 522 4,145 SH   SOLE   4,145 0 0
EOG RES INC COM 26875P101 9,531 125,020 SH   SOLE   125,020 0 0
EXXON MOBIL CORP COM 30231G102 10,625 190,900 SH   SOLE   190,900 0 0
FACEBOOK INC CL A 30303M102 23,098 68,056 SH   SOLE   68,056 0 0
FIRST SOLAR INC COM 336433107 32,566 341,150 SH   SOLE   341,150 0 0
FORTIVE CORP COM 34959J108 508 7,195 SH   SOLE   7,195 0 0
FRANKLIN RESOURCES INC COM 354613101 527 17,716 SH   SOLE   17,716 0 0
GALLAGHER ARTHUR J & CO COM 363576109 67,856 394,228 SH   SOLE   394,228 0 0
GENTHERM INC COM 37253A103 30,430 376,000 SH   SOLE   376,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,458 397,095 SH   SOLE   397,095 0 0
HENRY JACK & ASSOC INC COM 426281101 472 2,874 SH   SOLE   2,874 0 0
HUBBELL INC COM 443510607 29,858 165,260 SH   SOLE   165,260 0 0
IDEX CORP COM 45167R104 463 2,238 SH   SOLE   2,238 0 0
ILLINOIS TOOL WKS INC COM 452308109 59,691 249,954 SH   SOLE   249,954 0 0
IMPERIAL OIL LTD COM NEW 453038408 10,108 341,766 SH   SOLE   341,766 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,839 198,913 SH   SOLE   198,913 0 0
ITRON INC COM 465741106 22,269 294,450 SH   SOLE   294,450 0 0
JD.COM INC SPON ADR CL A 47215P106 193 2,670 SH   SOLE   2,670 0 0
JOHNSON & JOHNSON COM 478160104 63,585 340,494 SH   SOLE   340,494 0 0
KKR & CO INC COM 48251W104 673 11,050 SH   SOLE   11,050 0 0
KLA CORP COM NEW 482480100 22,872 68,375 SH   SOLE   68,375 0 0
LAM RESEARCH CORP COM 512807108 22,518 39,564 SH   SOLE   39,564 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,952 66,015 SH   SOLE   66,015 0 0
MICROSOFT CORP COM 594918104 95,803 304,840 SH   SOLE   304,840 0 0
NASDAQ INC COM 631103108 767 3,975 SH   SOLE   3,975 0 0
NETEASE INC SPONSORED ADS 64110W102 5,323 62,367 SH   SOLE   62,367 0 0
NEXTERA ENERGY INC COM 65339F101 34,203 435,600 SH   SOLE   435,600 0 0
NIKE INC CL B 654106103 23,172 159,555 SH   SOLE   159,555 0 0
NVIDIA CORPORATION COM 67066G104 23,202 112,002 SH   SOLE   112,002 0 0
ON SEMICONDUCTOR CORP COM 682189105 32,753 715,600 SH   SOLE   715,600 0 0
ORMAT TECHNOLOGIES INC COM 686688102 20,091 301,620 SH   SOLE   301,620 0 0
OTIS WORLDWIDE CORP COM 68902V107 71,354 748,752 SH   SOLE   748,752 0 0
PAYCHEX INC COM 704326107 74,393 572,032 SH   SOLE   572,032 0 0
PAYPAL HLDGS INC COM 70450Y103 23,008 88,422 SH   SOLE   88,422 0 0
PEPSICO INC COM 713448108 67,557 388,360 SH   SOLE   388,360 0 0
PERKINELMER INC COM 714046109 504 2,907 SH   SOLE   2,907 0 0
PIONEER NAT RES CO COM 723787107 9,596 60,825 SH   SOLE   60,825 0 0
PRICE T ROWE GROUP INC COM 74144T108 618 3,140 SH   SOLE   3,140 0 0
PROCTER AND GAMBLE CO COM 742718109 67,684 418,399 SH   SOLE   418,399 0 0
QUALCOMM INC COM 747525103 5,776 44,815 SH   SOLE   44,815 0 0
RAYMOND JAMES FINL INC COM 754730109 699 7,570 SH   SOLE   7,570 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 65,186 656,745 SH   SOLE   656,745 0 0
ROPER TECHNOLOGIES INC COM 776696106 22,836 51,187 SH   SOLE   51,187 0 0
SCHLUMBERGER LTD COM STK 806857108 8,598 306,000 SH   SOLE   306,000 0 0
SCULPTOR CAP MGMT COM CL A 811246107 199 7,120 SH   SOLE   7,120 0 0
SMITH A O CORP COM 831865209 436 7,137 SH   SOLE   7,137 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 13,394 50,500 SH   SOLE   50,500 0 0
STATE STR CORP COM 857477103 590 6,970 SH   SOLE   6,970 0 0
SUNCOR ENERGY INC NEW COM 867224107 8,649 443,497 SH   SOLE   443,497 0 0
SUNPOWER CORP COM 867652406 2,395 110,900 SH   SOLE   110,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 31,629 208,519 SH   SOLE   208,519 0 0
TETRA TECH INC NEW COM 88162G103 568 3,804 SH   SOLE   3,804 0 0
TEXAS INSTRS INC COM 882508104 71,239 321,032 SH   SOLE   321,032 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,977 40,217 SH   SOLE   40,217 0 0
TPI COMPOSITES INC COM 87266J104 10,606 314,250 SH   SOLE   314,250 0 0
TREX CO INC COM 89531P105 525 5,152 SH   SOLE   5,152 0 0
V F CORP COM 918204108 59,851 770,755 SH   SOLE   770,755 0 0
VALERO ENERGY CORP COM 91913Y100 8,986 135,297 SH   SOLE   135,297 0 0
VISA INC COM CL A 92826C839 22,894 102,781 SH   SOLE   102,781 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 463 899 SH   SOLE   899 0 0