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   125,575,130 932,185 SH   SOLE   932,185 0 0
ADDUS HOMECARE CORP COM 006739106   475,779 5,130 SH   SOLE   5,130 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   20,579,987 42,087 SH   SOLE   42,087 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   455,815 3,041 SH   SOLE   3,041 0 0
AFLAC INC COM 001055102   152,619,663 2,186,762 SH   SOLE   2,186,762 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   419,193 3,488 SH   SOLE   3,488 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   95,853 1,150 SH   SOLE   1,150 0 0
ALPHABET INC CAP STK CL A 02079K305   21,464,471 179,319 SH   SOLE   179,319 0 0
AMAZON COM INC COM 023135106   19,149,986 146,903 SH   SOLE   146,903 0 0
AMERESCO INC CL A 02361E108   30,063,243 618,081 SH   SOLE   618,081 0 0
AMERIPRISE FINL INC COM 03076C106   610,510 1,838 SH   SOLE   1,838 0 0
AMPHENOL CORP NEW CL A 032095101   27,356,145 322,031 SH   SOLE   322,031 0 0
APPLE INC COM 037833100   25,155,478 129,690 SH   SOLE   129,690 0 0
APPLIED MATLS INC COM 038222105   26,526,046 183,520 SH   SOLE   183,520 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   650,459 6,751 SH   SOLE   6,751 0 0
ARISTA NETWORKS INC COM 040413106   587,927 3,630 SH   SOLE   3,630 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   428,007 10,888 SH   SOLE   10,888 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   23,328 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   353,228 2,580 SH   SOLE   2,580 0 0
BAKER HUGHES COMPANY CL A 05722G100   7,448,706 235,800 SH   SOLE   235,800 0 0
BLACKROCK INC COM 09247X101   141,558,794 204,821 SH   SOLE   204,821 0 0
BLACKSTONE INC COM 09260D107   429,800 4,623 SH   SOLE   4,623 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   17,128,788 267,845 SH   SOLE   267,845 0 0
BROADCOM INC COM 11135F101   182,100,632 209,936 SH   SOLE   209,936 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   566,524 2,418 SH   SOLE   2,418 0 0
CANADIAN NAT RES LTD COM 136385101   14,640,882 260,579 SH   SOLE   260,579 0 0
CANADIAN SOLAR INC COM 136635109   40,783,398 1,055,110 SH   SOLE   1,055,110 0 0
CARLYLE GROUP INC COM 14316J108   357,904 11,202 SH   SOLE   11,202 0 0
CENOVUS ENERGY INC COM 15135U109   14,342,292 845,885 SH   SOLE   845,885 0 0
CHEVRON CORP NEW COM 166764100   21,862,356 139,015 SH   SOLE   139,015 0 0
CISCO SYS INC COM 17275R102   176,782,765 3,417,154 SH   SOLE   3,417,154 0 0
CME GROUP INC COM 12572Q105   157,347,519 849,307 SH   SOLE   849,307 0 0
COCA COLA CO COM 191216100   138,084,631 2,292,935 SH   SOLE   2,292,935 0 0
COMCAST CORP NEW CL A 20030N101   18,485,735 444,902 SH   SOLE   444,902 0 0
CONOCOPHILLIPS COM 20825C104   18,365,291 177,289 SH   SOLE   177,289 0 0
DANAHER CORPORATION COM 235851102   19,233,259 80,139 SH   SOLE   80,139 0 0
DEVON ENERGY CORP NEW COM 25179M103   13,309,367 275,027 SH   SOLE   275,027 0 0
DIAMONDBACK ENERGY INC COM 25278X109   15,283,199 116,470 SH   SOLE   116,470 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   566,668 6,013 SH   SOLE   6,013 0 0
EMERSON ELEC CO COM 291011104   155,206,197 1,717,378 SH   SOLE   1,717,378 0 0
ENBRIDGE INC COM 29250N105   11,232,693 302,330 SH   SOLE   302,330 0 0
ENPHASE ENERGY INC COM 29355A107   24,018,103 143,561 SH   SOLE   143,561 0 0
ENTEGRIS INC COM 29362U104   554,805 5,009 SH   SOLE   5,009 0 0
EOG RES INC COM 26875P101   14,644,728 128,174 SH   SOLE   128,174 0 0
EXXON MOBIL CORP COM 30231G102   25,179,588 234,806 SH   SOLE   234,806 0 0
FIRST SOLAR INC COM 336433107   45,053,505 237,159 SH   SOLE   237,159 0 0
FORTIVE CORP COM 34959J108   573,327 7,672 SH   SOLE   7,672 0 0
FRANKLIN RESOURCES INC COM 354613101   400,757 15,004 SH   SOLE   15,004 0 0
GALLAGHER ARTHUR J & CO COM 363576109   164,763,107 750,686 SH   SOLE   750,686 0 0
GENTHERM INC COM 37253A103   31,238,816 552,763 SH   SOLE   552,763 0 0
HALLIBURTON CO COM 406216101   14,590,189 441,333 SH   SOLE   441,333 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   4,682,205 636,363 SH   SOLE   636,363 0 0
HENRY JACK & ASSOC INC COM 426281101   430,029 2,570 SH   SOLE   2,570 0 0
HUBBELL INC COM 443510607   52,294,048 157,751 SH   SOLE   157,751 0 0
IDEX CORP COM 45167R104   493,947 2,295 SH   SOLE   2,295 0 0
ILLINOIS TOOL WKS INC COM 452308109   144,817,486 578,925 SH   SOLE   578,925 0 0
IMPERIAL OIL LTD COM NEW 453038408   15,313,038 299,143 SH   SOLE   299,143 0 0
INSTALLED BLDG PRODS INC COM 45780R101   4,729,871 33,750 SH   SOLE   33,750 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   23,632,980 208,994 SH   SOLE   208,994 0 0
INTUIT COM 461202103   23,607,307 51,523 SH   SOLE   51,523 0 0
ITRON INC COM 465741106   44,970,419 623,898 SH   SOLE   623,898 0 0
JD.COM INC SPON ADR CL A 47215P106   125,257 3,670 SH   SOLE   3,670 0 0
JOHNSON & JOHNSON COM 478160104   157,915,522 954,144 SH   SOLE   954,144 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   519,586 3,104 SH   SOLE   3,104 0 0
KINDER MORGAN INC DEL COM 49456B101   10,042,241 582,761 SH   SOLE   582,761 0 0
KKR & CO INC COM 48251W104   471,688 8,423 SH   SOLE   8,423 0 0
KLA CORP COM NEW 482480100   27,540,725 56,784 SH   SOLE   56,784 0 0
LAM RESEARCH CORP COM 512807108   26,724,350 41,571 SH   SOLE   41,571 0 0
MASTERCARD INCORPORATED CL A 57636Q104   27,279,790 69,362 SH   SOLE   69,362 0 0
META PLATFORMS INC CL A 30303M102   23,202,265 80,851 SH   SOLE   80,851 0 0
MICROSOFT CORP COM 594918104   205,276,091 602,931 SH   SOLE   602,931 0 0
MONDELEZ INTL INC CL A 609207105   167,413,252 2,295,445 SH   SOLE   2,295,445 0 0
NASDAQ INC COM 631103108   488,181 9,793 SH   SOLE   9,793 0 0
NETEASE INC SPONSORED ADS 64110W102   8,290,654 85,741 SH   SOLE   85,741 0 0
NEXTERA ENERGY INC COM 65339F101   51,327,696 691,970 SH   SOLE   691,970 0 0
NIKE INC CL B 654106103   18,503,284 167,642 SH   SOLE   167,642 0 0
NVIDIA CORPORATION COM 67066G104   29,941,232 70,782 SH   SOLE   70,782 0 0
ON SEMICONDUCTOR CORP COM 682189105   55,235,505 584,301 SH   SOLE   584,301 0 0
ORMAT TECHNOLOGIES INC COM 686688102   39,445,887 490,302 SH   SOLE   490,302 0 0
OTIS WORLDWIDE CORP COM 68902V107   154,704,650 1,738,056 SH   SOLE   1,738,056 0 0
PAYCHEX INC COM 704326107   148,333,060 1,326,466 SH   SOLE   1,326,466 0 0
PAYPAL HLDGS INC COM 70450Y103   21,257,651 318,565 SH   SOLE   318,565 0 0
PEPSICO INC COM 713448108   166,719,908 900,179 SH   SOLE   900,179 0 0
PIONEER NAT RES CO COM 723787107   13,644,115 65,868 SH   SOLE   65,868 0 0
PRICE T ROWE GROUP INC COM 74144T108   318,809 2,846 SH   SOLE   2,846 0 0
PROCTER AND GAMBLE CO COM 742718109   147,185,617 970,222 SH   SOLE   970,222 0 0
QUALCOMM INC COM 747525103   7,689,194 64,594 SH   SOLE   64,594 0 0
RAYMOND JAMES FINL INC COM 754730109   599,064 5,773 SH   SOLE   5,773 0 0
REVVITY INC COM 714046109   390,738 3,289 SH   SOLE   3,289 0 0
ROPER TECHNOLOGIES INC COM 776696106   25,858,244 53,782 SH   SOLE   53,782 0 0
SALESFORCE INC COM 79466L302   24,938,186 118,045 SH   SOLE   118,045 0 0
SCHLUMBERGER LTD COM STK 806857108   16,198,480 330,344 SH   SOLE   330,344 0 0
SCULPTOR CAP MGMT COM CL A 811246107   100,839 11,420 SH   SOLE   11,420 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   536,117 4,844 SH   SOLE   4,844 0 0
SMITH A O CORP COM 831865209   570,860 7,844 SH   SOLE   7,844 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   27,834,928 103,574 SH   SOLE   103,574 0 0
STATE STR CORP COM 857477103   436,226 5,961 SH   SOLE   5,961 0 0
SUNCOR ENERGY INC NEW COM 867224107   13,655,486 465,370 SH   SOLE   465,370 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   21,425,003 1,170,816 SH   SOLE   1,170,816 0 0
SUNPOWER CORP COM 867652406   1,664,542 170,190 SH   SOLE   170,190 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   42,811,445 424,135 SH   SOLE   424,135 0 0
TERADYNE INC COM 880770102   567,786 5,103 SH   SOLE   5,103 0 0
TETRA TECH INC NEW COM 88162G103   531,898 3,249 SH   SOLE   3,249 0 0
TEXAS INSTRS INC COM 882508104   133,789,178 743,414 SH   SOLE   743,414 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,046,843 42,256 SH   SOLE   42,256 0 0
TPI COMPOSITES INC COM 87266J104   5,435,859 524,439 SH   SOLE   524,439 0 0
V F CORP COM 918204108   142,504,957 7,463,164 SH   SOLE   7,463,164 0 0
VALERO ENERGY CORP COM 91913Y100   19,952,219 170,146 SH   SOLE   170,146 0 0
VISA INC COM CL A 92826C839   25,645,696 107,992 SH   SOLE   107,992 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   453,729 1,535 SH   SOLE   1,535 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   17,538,170 258,370 SH   SOLE   258,370 0 0