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 93,192 688,264 SH   SOLE   688,264 0 0
ADDUS HOMECARE CORP COM 006739106 792 8,469 SH   SOLE   8,469 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 23,883 42,117 SH   SOLE   42,117 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 854 5,190 SH   SOLE   5,190 0 0
AFLAC INC COM 001055102 87,682 1,501,640 SH   SOLE   1,501,640 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 682 4,274 SH   SOLE   4,274 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 108 910 SH   SOLE   910 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 913 18,690 SH   SOLE   18,690 0 0
ALPHABET INC CAP STK CL A 02079K305 25,995 8,973 SH   SOLE   8,973 0 0
AMAZON COM INC COM 023135106 24,507 7,350 SH   SOLE   7,350 0 0
AMERESCO INC CL A 02361E108 36,835 452,300 SH   SOLE   452,300 0 0
AMERIPRISE FINL INC COM 03076C106 974 3,230 SH   SOLE   3,230 0 0
AMPHENOL CORP NEW CL A 032095101 28,185 322,262 SH   SOLE   322,262 0 0
ANSYS INC COM 03662Q105 718 1,791 SH   SOLE   1,791 0 0
APPLE INC COM 037833100 30,501 171,770 SH   SOLE   171,770 0 0
APPLIED MATLS INC COM 038222105 28,894 183,619 SH   SOLE   183,619 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 931 11,450 SH   SOLE   11,450 0 0
ARISTA NETWORKS INC COM 040413106 984 6,845 SH   SOLE   6,845 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 834 17,500 SH   SOLE   17,500 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 21 710 SH   SOLE   710 0 0
BAIDU INC SPON ADR REP A 056752108 265 1,780 SH   SOLE   1,780 0 0
BLACKROCK INC COM 09247X101 75,419 82,374 SH   SOLE   82,374 0 0
BLACKSTONE INC COM 09260D107 1,014 7,840 SH   SOLE   7,840 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 25,398 407,351 SH   SOLE   407,351 0 0
BROADCOM INC COM 11135F101 93,189 140,047 SH   SOLE   140,047 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 759 4,073 SH   SOLE   4,073 0 0
CANADIAN NAT RES LTD COM 136385101 13,258 313,814 SH   SOLE   313,814 0 0
CANADIAN SOLAR INC COM 136635109 25,210 805,700 SH   SOLE   805,700 0 0
CARLYLE GROUP INC COM 14316J108 1,049 19,100 SH   SOLE   19,100 0 0
CHEVRON CORP NEW COM 166764100 15,268 129,979 SH   SOLE   129,979 0 0
CI FINL CORP COM 125491100 975 46,600 SH   SOLE   46,600 0 0
CISCO SYS INC COM 17275R102 107,581 1,697,643 SH   SOLE   1,697,643 0 0
CME GROUP INC COM 12572Q105 74,829 327,530 SH   SOLE   327,530 0 0
COMCAST CORP NEW CL A 20030N101 22,408 445,222 SH   SOLE   445,222 0 0
CONOCOPHILLIPS COM 20825C104 13,439 185,961 SH   SOLE   185,961 0 0
DANAHER CORPORATION COM 235851102 26,386 80,197 SH   SOLE   80,197 0 0
DEVON ENERGY CORP NEW COM 25179M103 14,070 319,726 SH   SOLE   319,726 0 0
ENBRIDGE INC COM 29250N105 14,147 362,550 SH   SOLE   362,550 0 0
ENPHASE ENERGY INC COM 29355A107 17,471 95,500 SH   SOLE   95,500 0 0
ENTEGRIS INC COM 29362U104 685 4,945 SH   SOLE   4,945 0 0
EOG RES INC COM 26875P101 13,714 154,120 SH   SOLE   154,120 0 0
EXXON MOBIL CORP COM 30231G102 15,307 250,300 SH   SOLE   250,300 0 0
FIRST SOLAR INC COM 336433107 32,236 369,850 SH   SOLE   369,850 0 0
FORTIVE CORP COM 34959J108 688 9,020 SH   SOLE   9,020 0 0
FRANKLIN RESOURCES INC COM 354613101 858 25,616 SH   SOLE   25,616 0 0
GALLAGHER ARTHUR J & CO COM 363576109 78,703 463,857 SH   SOLE   463,857 0 0
GENTHERM INC COM 37253A103 40,339 464,200 SH   SOLE   464,200 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,523 487,195 SH   SOLE   487,195 0 0
HENRY JACK & ASSOC INC COM 426281101 648 3,883 SH   SOLE   3,883 0 0
HUBBELL INC COM 443510607 38,376 184,260 SH   SOLE   184,260 0 0
IDEX CORP COM 45167R104 723 3,059 SH   SOLE   3,059 0 0
ILLINOIS TOOL WKS INC COM 452308109 72,446 293,543 SH   SOLE   293,543 0 0
IMPERIAL OIL LTD COM NEW 453038408 14,653 407,466 SH   SOLE   407,466 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 28,605 209,145 SH   SOLE   209,145 0 0
ITRON INC COM 465741106 27,110 395,650 SH   SOLE   395,650 0 0
JD.COM INC SPON ADR CL A 47215P106 187 2,670 SH   SOLE   2,670 0 0
JOHNSON & JOHNSON COM 478160104 82,770 483,821 SH   SOLE   483,821 0 0
KKR & CO INC COM 48251W104 1,009 13,550 SH   SOLE   13,550 0 0
KLA CORP COM NEW 482480100 31,036 72,160 SH   SOLE   72,160 0 0
LAM RESEARCH CORP COM 512807108 29,916 41,599 SH   SOLE   41,599 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,941 69,411 SH   SOLE   69,411 0 0
META PLATFORMS INC CL A 30303M102 24,068 71,557 SH   SOLE   71,557 0 0
MICROSOFT CORP COM 594918104 117,110 348,203 SH   SOLE   348,203 0 0
NASDAQ INC COM 631103108 1,171 5,575 SH   SOLE   5,575 0 0
NETEASE INC SPONSORED ADS 64110W102 6,001 58,967 SH   SOLE   58,967 0 0
NEXTERA ENERGY INC COM 65339F101 44,197 473,400 SH   SOLE   473,400 0 0
NIKE INC CL B 654106103 27,961 167,763 SH   SOLE   167,763 0 0
NVIDIA CORPORATION COM 67066G104 25,817 87,781 SH   SOLE   87,781 0 0
ON SEMICONDUCTOR CORP COM 682189105 42,076 619,500 SH   SOLE   619,500 0 0
ORMAT TECHNOLOGIES INC COM 686688102 31,841 401,520 SH   SOLE   401,520 0 0
OTIS WORLDWIDE CORP COM 68902V107 76,728 881,233 SH   SOLE   881,233 0 0
PAYCHEX INC COM 704326107 91,775 672,332 SH   SOLE   672,332 0 0
PAYPAL HLDGS INC COM 70450Y103 25,759 136,597 SH   SOLE   136,597 0 0
PEPSICO INC COM 713448108 79,284 456,419 SH   SOLE   456,419 0 0
PERKINELMER INC COM 714046109 773 3,844 SH   SOLE   3,844 0 0
PIONEER NAT RES CO COM 723787107 13,630 74,925 SH   SOLE   74,925 0 0
PRICE T ROWE GROUP INC COM 74144T108 912 4,640 SH   SOLE   4,640 0 0
PROCTER AND GAMBLE CO COM 742718109 80,477 491,973 SH   SOLE   491,973 0 0
QUALCOMM INC COM 747525103 6,241 34,130 SH   SOLE   34,130 0 0
RAYMOND JAMES FINL INC COM 754730109 1,081 10,770 SH   SOLE   10,770 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 66,320 770,624 SH   SOLE   770,624 0 0
ROPER TECHNOLOGIES INC COM 776696106 26,472 53,821 SH   SOLE   53,821 0 0
SCHLUMBERGER LTD COM STK 806857108 11,542 385,400 SH   SOLE   385,400 0 0
SCULPTOR CAP MGMT COM CL A 811246107 250 11,720 SH   SOLE   11,720 0 0
SMITH A O CORP COM 831865209 800 9,319 SH   SOLE   9,319 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 16,105 57,400 SH   SOLE   57,400 0 0
STATE STR CORP COM 857477103 946 10,170 SH   SOLE   10,170 0 0
SUNCOR ENERGY INC NEW COM 867224107 14,365 574,497 SH   SOLE   574,497 0 0
SUNPOWER CORP COM 867652406 2,879 137,700 SH   SOLE   137,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 35,429 294,472 SH   SOLE   294,472 0 0
TETRA TECH INC NEW COM 88162G103 672 3,958 SH   SOLE   3,958 0 0
TEXAS INSTRS INC COM 882508104 70,988 376,643 SH   SOLE   376,643 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,215 42,286 SH   SOLE   42,286 0 0
TPI COMPOSITES INC COM 87266J104 6,270 419,150 SH   SOLE   419,150 0 0
TREX CO INC COM 89531P105 919 6,806 SH   SOLE   6,806 0 0
V F CORP COM 918204108 75,080 1,025,387 SH   SOLE   1,025,387 0 0
VALERO ENERGY CORP COM 91913Y100 13,288 177,197 SH   SOLE   177,197 0 0
VISA INC COM CL A 92826C839 23,419 108,068 SH   SOLE   108,068 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 736 1,237 SH   SOLE   1,237 0 0