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
ABBVIE INC COM 00287Y109   136,500,751 856,660 SH   SOLE   856,660 0 0
ADDUS HOMECARE CORP COM 006739106   546,735 5,130 SH   SOLE   5,130 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   15,144,832 39,300 SH   SOLE   39,300 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   510,006 3,581 SH   SOLE   3,581 0 0
AFLAC INC COM 001055102   130,222,899 2,018,526 SH   SOLE   2,018,526 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   481,907 3,488 SH   SOLE   3,488 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   158,379 1,550 SH   SOLE   1,550 0 0
ALPHABET INC CAP STK CL A 02079K305   17,368,154 167,442 SH   SOLE   167,442 0 0
AMAZON COM INC COM 023135106   14,168,348 137,173 SH   SOLE   137,173 0 0
AMERESCO INC CL A 02361E108   29,868,282 606,957 SH   SOLE   606,957 0 0
AMERIPRISE FINL INC COM 03076C106   662,960 2,163 SH   SOLE   2,163 0 0
AMPHENOL CORP NEW CL A 032095101   24,572,842 300,701 SH   SOLE   300,701 0 0
APPLE INC COM 037833100   19,968,971 121,100 SH   SOLE   121,100 0 0
APPLIED MATLS INC COM 038222105   21,050,278 171,379 SH   SOLE   171,379 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   663,265 7,949 SH   SOLE   7,949 0 0
ARISTA NETWORKS INC COM 040413106   675,470 4,030 SH   SOLE   4,030 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   410,048 12,822 SH   SOLE   12,822 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   26,776 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   389,374 2,580 SH   SOLE   2,580 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,037,523 278,837 SH   SOLE   278,837 0 0
BLACKROCK INC COM 09247X101   126,043,731 188,416 SH   SOLE   188,416 0 0
BLACKSTONE INC COM 09260D107   478,113 5,443 SH   SOLE   5,443 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   17,334,334 250,104 SH   SOLE   250,104 0 0
BROADCOM INC COM 11135F101   170,169,576 265,311 SH   SOLE   265,311 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   648,899 3,091 SH   SOLE   3,091 0 0
CANADIAN NAT RES LTD COM 136385101   16,292,084 295,421 SH   SOLE   295,421 0 0
CANADIAN SOLAR INC COM 136635109   41,193,308 1,034,803 SH   SOLE   1,034,803 0 0
CARLYLE GROUP INC COM 14316J108   409,775 13,193 SH   SOLE   13,193 0 0
CENOVUS ENERGY INC COM 15135U109   15,444,912 888,207 SH   SOLE   888,207 0 0
CHEVRON CORP NEW COM 166764100   25,679,748 157,631 SH   SOLE   157,631 0 0
CISCO SYS INC COM 17275R102   164,096,087 3,140,016 SH   SOLE   3,140,016 0 0
CME GROUP INC COM 12572Q105   149,443,630 780,498 SH   SOLE   780,498 0 0
COCA COLA CO COM 191216100   130,689,139 2,107,056 SH   SOLE   2,107,056 0 0
COMCAST CORP NEW CL A 20030N101   15,748,609 415,432 SH   SOLE   415,432 0 0
CONOCOPHILLIPS COM 20825C104   21,198,378 213,783 SH   SOLE   213,783 0 0
DANAHER CORPORATION COM 235851102   18,860,398 74,832 SH   SOLE   74,832 0 0
DEVON ENERGY CORP NEW COM 25179M103   15,632,916 309,940 SH   SOLE   309,940 0 0
DIAMONDBACK ENERGY INC COM 25278X109   17,976,672 133,438 SH   SOLE   133,438 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   546,943 6,616 SH   SOLE   6,616 0 0
EMERSON ELEC CO COM 291011104   137,474,084 1,578,122 SH   SOLE   1,578,122 0 0
ENBRIDGE INC COM 29250N105   12,984,531 340,669 SH   SOLE   340,669 0 0
ENPHASE ENERGY INC COM 29355A107   29,643,555 140,988 SH   SOLE   140,988 0 0
ENTEGRIS INC COM 29362U104   410,664 5,009 SH   SOLE   5,009 0 0
EOG RES INC COM 26875P101   16,704,441 146,088 SH   SOLE   146,088 0 0
EXXON MOBIL CORP COM 30231G102   30,714,962 280,359 SH   SOLE   280,359 0 0
FIRST SOLAR INC COM 336433107   62,112,365 285,596 SH   SOLE   285,596 0 0
FORTIVE CORP COM 34959J108   549,159 8,061 SH   SOLE   8,061 0 0
FRANKLIN RESOURCES INC COM 354613101   476,057 17,671 SH   SOLE   17,671 0 0
GALLAGHER ARTHUR J & CO COM 363576109   131,954,695 689,866 SH   SOLE   689,866 0 0
GENTHERM INC COM 37253A103   32,752,910 542,153 SH   SOLE   542,153 0 0
HALLIBURTON CO COM 406216101   8,105,014 257,225 SH   SOLE   257,225 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   5,359,852 693,598 SH   SOLE   693,598 0 0
HENRY JACK & ASSOC INC COM 426281101   387,008 2,570 SH   SOLE   2,570 0 0
HUBBELL INC COM 443510607   47,614,518 195,705 SH   SOLE   195,705 0 0
IDEX CORP COM 45167R104   529,753 2,295 SH   SOLE   2,295 0 0
ILLINOIS TOOL WKS INC COM 452308109   129,481,925 532,007 SH   SOLE   532,007 0 0
IMPERIAL OIL LTD COM NEW 453038408   17,577,857 347,000 SH   SOLE   347,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   20,351,876 195,151 SH   SOLE   195,151 0 0
INTUIT COM 461202103   21,448,939 48,111 SH   SOLE   48,111 0 0
ITRON INC COM 465741106   38,001,677 685,396 SH   SOLE   685,396 0 0
JD.COM INC SPON ADR CL A 47215P106   161,076 3,670 SH   SOLE   3,670 0 0
JOHNSON & JOHNSON COM 478160104   135,868,485 876,750 SH   SOLE   876,750 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   500,730 3,104 SH   SOLE   3,104 0 0
KINDER MORGAN INC DEL COM 49456B101   11,464,938 656,662 SH   SOLE   656,662 0 0
KKR & CO INC COM 48251W104   520,998 9,920 SH   SOLE   9,920 0 0
KLA CORP COM NEW 482480100   21,247,335 53,230 SH   SOLE   53,230 0 0
LAM RESEARCH CORP COM 512807108   20,578,182 38,818 SH   SOLE   38,818 0 0
MASTERCARD INCORPORATED CL A 57636Q104   23,536,965 64,768 SH   SOLE   64,768 0 0
META PLATFORMS INC CL A 30303M102   22,968,627 108,376 SH   SOLE   108,376 0 0
MICROSOFT CORP COM 594918104   160,067,054 555,340 SH   SOLE   555,340 0 0
MONDELEZ INTL INC CL A 609207105   147,028,894 2,109,023 SH   SOLE   2,109,023 0 0
NASDAQ INC COM 631103108   630,454 11,532 SH   SOLE   11,532 0 0
NETEASE INC SPONSORED ADS 64110W102   8,447,848 95,521 SH   SOLE   95,521 0 0
NEXTERA ENERGY INC COM 65339F101   48,000,289 622,757 SH   SOLE   622,757 0 0
NIKE INC CL B 654106103   19,197,420 156,539 SH   SOLE   156,539 0 0
NVIDIA CORPORATION COM 67066G104   22,751,426 81,909 SH   SOLE   81,909 0 0
ON SEMICONDUCTOR CORP COM 682189105   56,102,977 681,544 SH   SOLE   681,544 0 0
ORMAT TECHNOLOGIES INC COM 686688102   40,765,217 480,899 SH   SOLE   480,899 0 0
OTIS WORLDWIDE CORP COM 68902V107   134,757,836 1,597,100 SH   SOLE   1,597,100 0 0
PAYCHEX INC COM 704326107   139,639,090 1,218,825 SH   SOLE   1,218,825 0 0
PAYPAL HLDGS INC COM 70450Y103   17,429,062 229,517 SH   SOLE   229,517 0 0
PEPSICO INC COM 713448108   150,770,480 827,184 SH   SOLE   827,184 0 0
PERKINELMER INC COM 714046109   474,809 3,566 SH   SOLE   3,566 0 0
PIONEER NAT RES CO COM 723787107   15,276,419 75,000 SH   SOLE   75,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   362,296 3,209 SH   SOLE   3,209 0 0
PROCTER AND GAMBLE CO COM 742718109   132,540,599 891,547 SH   SOLE   891,547 0 0
QUALCOMM INC COM 747525103   7,168,374 56,188 SH   SOLE   56,188 0 0
RAYMOND JAMES FINL INC COM 754730109   633,956 6,797 SH   SOLE   6,797 0 0
ROPER TECHNOLOGIES INC COM 776696106   22,131,166 50,220 SH   SOLE   50,220 0 0
SALESFORCE INC COM 79466L302   22,020,480 110,226 SH   SOLE   110,226 0 0
SCHLUMBERGER LTD COM STK 806857108   21,285,983 434,404 SH   SOLE   434,404 0 0
SCULPTOR CAP MGMT COM CL A 811246107   102,631 11,920 SH   SOLE   11,920 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   571,285 4,844 SH   SOLE   4,844 0 0
SMITH A O CORP COM 831865209   577,437 8,358 SH   SOLE   8,358 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   28,449,347 93,609 SH   SOLE   93,609 0 0
STATE STR CORP COM 857477103   531,268 7,019 SH   SOLE   7,019 0 0
SUNCOR ENERGY INC NEW COM 867224107   15,117,462 488,080 SH   SOLE   488,080 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   14,072,273 901,235 SH   SOLE   901,235 0 0
SUNPOWER CORP COM 867652406   2,616,340 190,339 SH   SOLE   190,339 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   36,751,095 395,325 SH   SOLE   395,325 0 0
TERADYNE INC COM 880770102   580,506 5,400 SH   SOLE   5,400 0 0
TETRA TECH INC NEW COM 88162G103   519,876 3,540 SH   SOLE   3,540 0 0
TEXAS INSTRS INC COM 882508104   127,019,904 682,999 SH   SOLE   682,999 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,741,730 39,458 SH   SOLE   39,458 0 0
TPI COMPOSITES INC COM 87266J104   6,680,109 511,975 SH   SOLE   511,975 0 0
V F CORP COM 918204108   97,877,868 4,274,443 SH   SOLE   4,274,443 0 0
VALERO ENERGY CORP COM 91913Y100   26,654,647 191,732 SH   SOLE   191,732 0 0
VISA INC COM CL A 92826C839   22,734,737 100,839 SH   SOLE   100,839 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   487,507 1,535 SH   SOLE   1,535 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   13,123,242 177,731 SH   SOLE   177,731 0 0