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 134,005 997,846 SH   SOLE   997,846 0 0
ADDUS HOMECARE CORP COM 006739106 499 5,238 SH   SOLE   5,238 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 10,685 38,825 SH   SOLE   38,825 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 367 3,279 SH   SOLE   3,279 0 0
AFLAC INC COM 001055102 119,807 2,131,516 SH   SOLE   2,131,516 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 471 3,874 SH   SOLE   3,874 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 124 1,550 SH   SOLE   1,550 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 415 11,824 SH   SOLE   11,824 0 0
ALPHABET INC CAP STK CL A 02079K305 15,822 165,417 SH   SOLE   165,417 0 0
AMAZON COM INC COM 023135106 15,313 135,515 SH   SOLE   135,515 0 0
AMERESCO INC CL A 02361E108 33,038 496,962 SH   SOLE   496,962 0 0
AMERIPRISE FINL INC COM 03076C106 521 2,066 SH   SOLE   2,066 0 0
AMPHENOL CORP NEW CL A 032095101 19,891 297,064 SH   SOLE   297,064 0 0
APPLE INC COM 037833100 16,534 119,636 SH   SOLE   119,636 0 0
APPLIED MATLS INC COM 038222105 13,869 169,277 SH   SOLE   169,277 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 451 7,278 SH   SOLE   7,278 0 0
ARISTA NETWORKS INC COM 040413106 451 3,994 SH   SOLE   3,994 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 316 11,739 SH   SOLE   11,739 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 20 680 SH   SOLE   680 0 0
BAIDU INC SPON ADR REP A 056752108 270 2,300 SH   SOLE   2,300 0 0
BAKER HUGHES COMPANY CL A 05722G100 5,871 279,247 SH   SOLE   279,247 0 0
BLACKROCK INC COM 09247X101 97,362 176,881 SH   SOLE   176,881 0 0
BLACKSTONE INC COM 09260D107 417 4,983 SH   SOLE   4,983 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 17,565 247,079 SH   SOLE   247,079 0 0
BROADCOM INC COM 11135F101 90,128 202,945 SH   SOLE   202,945 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 514 3,147 SH   SOLE   3,147 0 0
CANADIAN NAT RES LTD COM 136385101 13,828 295,427 SH   SOLE   295,427 0 0
CANADIAN SOLAR INC COM 136635109 32,694 877,696 SH   SOLE   877,696 0 0
CARLYLE GROUP INC COM 14316J108 312 12,078 SH   SOLE   12,078 0 0
CENOVUS ENERGY INC COM 15135U109 13,768 890,930 SH   SOLE   890,930 0 0
CHEVRON CORP NEW COM 166764100 22,853 158,542 SH   SOLE   158,542 0 0
CI FINL CORP COM 125491100 283 29,355 SH   SOLE   29,355 0 0
CISCO SYS INC COM 17275R102 100,493 2,511,833 SH   SOLE   2,511,833 0 0
CME GROUP INC COM 12572Q105 84,110 474,778 SH   SOLE   474,778 0 0
COCA COLA CO COM 191216100 94,452 1,685,751 SH   SOLE   1,685,751 0 0
COMCAST CORP NEW CL A 20030N101 12,037 410,407 SH   SOLE   410,407 0 0
CONOCOPHILLIPS COM 20825C104 22,102 215,059 SH   SOLE   215,059 0 0
DANAHER CORPORATION COM 235851102 19,095 73,927 SH   SOLE   73,927 0 0
DEVON ENERGY CORP NEW COM 25179M103 19,056 315,509 SH   SOLE   315,509 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,210 134,236 SH   SOLE   134,236 0 0
EMERSON ELEC CO COM 291011104 92,450 1,262,397 SH   SOLE   1,262,397 0 0
ENBRIDGE INC COM 29250N105 12,776 342,708 SH   SOLE   342,708 0 0
ENPHASE ENERGY INC COM 29355A107 32,719 117,920 SH   SOLE   117,920 0 0
ENTEGRIS INC COM 29362U104 398 4,798 SH   SOLE   4,798 0 0
EOG RES INC COM 26875P101 16,484 146,958 SH   SOLE   146,958 0 0
EXXON MOBIL CORP COM 30231G102 25,400 289,446 SH   SOLE   289,446 0 0
FIRST SOLAR INC COM 336433107 41,853 316,419 SH   SOLE   316,419 0 0
FORTIVE CORP COM 34959J108 489 8,385 SH   SOLE   8,385 0 0
FRANKLIN RESOURCES INC COM 354613101 348 16,177 SH   SOLE   16,177 0 0
GALLAGHER ARTHUR J & CO COM 363576109 115,140 672,415 SH   SOLE   672,415 0 0
GENTHERM INC COM 37253A103 24,056 483,735 SH   SOLE   483,735 0 0
HALLIBURTON CO COM 406216101 6,354 257,601 SH   SOLE   257,601 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,701 696,710 SH   SOLE   696,710 0 0
HENRY JACK & ASSOC INC COM 426281101 449 2,463 SH   SOLE   2,463 0 0
HUBBELL INC COM 443510607 41,294 185,175 SH   SOLE   185,175 0 0
IDEX CORP COM 45167R104 526 2,632 SH   SOLE   2,632 0 0
ILLINOIS TOOL WKS INC COM 452308109 76,903 425,607 SH   SOLE   425,607 0 0
IMPERIAL OIL LTD COM NEW 453038408 15,674 359,037 SH   SOLE   359,037 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 17,419 192,791 SH   SOLE   192,791 0 0
INTUIT COM 461202103 18,409 47,530 SH   SOLE   47,530 0 0
ITRON INC COM 465741106 23,207 551,093 SH   SOLE   551,093 0 0
JD.COM INC SPON ADR CL A 47215P106 184 3,670 SH   SOLE   3,670 0 0
JOHNSON & JOHNSON COM 478160104 114,599 701,414 SH   SOLE   701,414 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 499 3,172 SH   SOLE   3,172 0 0
KINDER MORGAN INC DEL COM 49456B101 11,021 660,584 SH   SOLE   660,584 0 0
KKR & CO INC COM 48251W104 391 9,082 SH   SOLE   9,082 0 0
KLA CORP COM NEW 482480100 15,955 52,719 SH   SOLE   52,719 0 0
LAM RESEARCH CORP COM 512807108 14,036 38,349 SH   SOLE   38,349 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,193 63,985 SH   SOLE   63,985 0 0
META PLATFORMS INC CL A 30303M102 14,527 107,066 SH   SOLE   107,066 0 0
MICROSOFT CORP COM 594918104 107,010 459,376 SH   SOLE   459,376 0 0
MONDELEZ INTL INC CL A 609207105 92,548 1,687,266 SH   SOLE   1,687,266 0 0
NASDAQ INC COM 631103108 598 10,557 SH   SOLE   10,557 0 0
NETEASE INC SPONSORED ADS 64110W102 5,976 79,041 SH   SOLE   79,041 0 0
NEXTERA ENERGY INC COM 65339F101 41,603 530,586 SH   SOLE   530,586 0 0
NIKE INC CL B 654106103 12,854 154,646 SH   SOLE   154,646 0 0
NVIDIA CORPORATION COM 67066G104 9,823 80,919 SH   SOLE   80,919 0 0
ON SEMICONDUCTOR CORP COM 682189105 37,988 609,468 SH   SOLE   609,468 0 0
ORMAT TECHNOLOGIES INC COM 686688102 36,004 417,679 SH   SOLE   417,679 0 0
OTIS WORLDWIDE CORP COM 68902V107 81,531 1,277,689 SH   SOLE   1,277,689 0 0
PAYCHEX INC COM 704326107 109,418 974,947 SH   SOLE   974,947 0 0
PAYPAL HLDGS INC COM 70450Y103 19,516 226,741 SH   SOLE   226,741 0 0
PEPSICO INC COM 713448108 108,060 661,724 SH   SOLE   661,724 0 0
PERKINELMER INC COM 714046109 411 3,418 SH   SOLE   3,418 0 0
PIONEER NAT RES CO COM 723787107 16,365 75,449 SH   SOLE   75,449 0 0
PRICE T ROWE GROUP INC COM 74144T108 309 2,938 SH   SOLE   2,938 0 0
PROCTER AND GAMBLE CO COM 742718109 90,067 713,224 SH   SOLE   713,224 0 0
QUALCOMM INC COM 747525103 5,594 49,503 SH   SOLE   49,503 0 0
RAYMOND JAMES FINL INC COM 754730109 642 6,492 SH   SOLE   6,492 0 0
ROPER TECHNOLOGIES INC COM 776696106 17,843 49,614 SH   SOLE   49,614 0 0
SALESFORCE INC COM 79466L302 15,663 108,894 SH   SOLE   108,894 0 0
SCHLUMBERGER LTD COM STK 806857108 15,722 436,999 SH   SOLE   436,999 0 0
SCULPTOR CAP MGMT COM CL A 811246107 105 11,920 SH   SOLE   11,920 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 405 4,750 SH   SOLE   4,750 0 0
SMITH A O CORP COM 831865209 413 8,505 SH   SOLE   8,505 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 17,901 77,339 SH   SOLE   77,339 0 0
STATE STR CORP COM 857477103 391 6,427 SH   SOLE   6,427 0 0
SUNCOR ENERGY INC NEW COM 867224107 13,661 482,003 SH   SOLE   482,003 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 14,824 671,396 SH   SOLE   671,396 0 0
SUNPOWER CORP COM 867652406 4,384 190,607 SH   SOLE   190,607 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 21,530 313,869 SH   SOLE   313,869 0 0
TERADYNE INC COM 880770102 406 5,396 SH   SOLE   5,396 0 0
TETRA TECH INC NEW COM 88162G103 436 3,395 SH   SOLE   3,395 0 0
TEXAS INSTRS INC COM 882508104 84,569 546,226 SH   SOLE   546,226 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,771 38,981 SH   SOLE   38,981 0 0
TPI COMPOSITES INC COM 87266J104 5,121 453,976 SH   SOLE   453,976 0 0
TREX CO INC COM 89531P105 376 8,554 SH   SOLE   8,554 0 0
V F CORP COM 918204108 68,696 2,296,013 SH   SOLE   2,296,013 0 0
VALERO ENERGY CORP COM 91913Y100 21,726 202,825 SH   SOLE   202,825 0 0
VISA INC COM CL A 92826C839 17,697 99,620 SH   SOLE   99,620 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 385 1,471 SH   SOLE   1,471 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 12,921 175,581 SH   SOLE   175,581 0 0