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   187,881,443 1,259,940 SH   SOLE   1,259,940 0 0
ADDUS HOMECARE CORP COM 006739106   448,791 5,267 SH   SOLE   5,267 0 0
ADOBE INC COM 00724F101   22,734,041 44,586 SH   SOLE   44,586 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   356,219 2,733 SH   SOLE   2,733 0 0
AFLAC INC COM 001055102   171,659,333 2,236,241 SH   SOLE   2,236,241 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   412,216 3,687 SH   SOLE   3,687 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   48,575 560 SH   SOLE   560 0 0
ALPHABET INC CAP STK CL A 02079K305   24,859,615 189,970 SH   SOLE   189,970 0 0
AMAZON COM INC COM 023135106   19,783,148 155,628 SH   SOLE   155,628 0 0
AMERESCO INC CL A 02361E108   25,216,396 654,082 SH   SOLE   654,082 0 0
AMERIPRISE FINL INC COM 03076C106   544,631 1,652 SH   SOLE   1,652 0 0
AMPHENOL CORP NEW CL A 032095101   28,653,394 341,154 SH   SOLE   341,154 0 0
APPLE INC COM 037833100   23,523,369 137,396 SH   SOLE   137,396 0 0
APPLIED MATLS INC COM 038222105   26,915,736 194,409 SH   SOLE   194,409 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   558,893 5,433 SH   SOLE   5,433 0 0
ARISTA NETWORKS INC COM 040413106   682,486 3,711 SH   SOLE   3,711 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   366,155 9,785 SH   SOLE   9,785 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   24,280 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   303,631 2,260 SH   SOLE   2,260 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,382,150 235,905 SH   SOLE   235,905 0 0
BLACKROCK INC COM 09247X101   136,002,040 210,412 SH   SOLE   210,412 0 0
BLACKSTONE INC COM 09260D107   445,167 4,155 SH   SOLE   4,155 0 0
BROADCOM INC COM 11135F101   177,841,204 214,137 SH   SOLE   214,137 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   580,195 2,477 SH   SOLE   2,477 0 0
CANADIAN NAT RES LTD COM 136385101   16,998,042 260,698 SH   SOLE   260,698 0 0
CANADIAN SOLAR INC COM 136635109   27,453,682 1,115,502 SH   SOLE   1,115,502 0 0
CARLYLE GROUP INC COM 14316J108   303,651 10,068 SH   SOLE   10,068 0 0
CENOVUS ENERGY INC COM 15135U109   17,777,681 848,671 SH   SOLE   848,671 0 0
CHEVRON CORP NEW COM 166764100   23,480,783 139,078 SH   SOLE   139,078 0 0
CISCO SYS INC COM 17275R102   188,797,567 3,512,159 SH   SOLE   3,512,159 0 0
CME GROUP INC COM 12572Q105   174,777,517 872,887 SH   SOLE   872,887 0 0
COCA COLA CO COM 191216100   131,898,911 2,356,708 SH   SOLE   2,356,708 0 0
COMCAST CORP NEW CL A 20030N101   20,898,912 471,330 SH   SOLE   471,330 0 0
CONOCOPHILLIPS COM 20825C104   21,386,615 177,851 SH   SOLE   177,851 0 0
DANAHER CORPORATION COM 235851102   21,063,251 84,899 SH   SOLE   84,899 0 0
DEVON ENERGY CORP NEW COM 25179M103   13,338,986 278,654 SH   SOLE   278,654 0 0
DIAMONDBACK ENERGY INC COM 25278X109   18,393,672 118,545 SH   SOLE   118,545 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   426,087 6,149 SH   SOLE   6,149 0 0
EMERSON ELEC CO COM 291011104   170,450,455 1,765,087 SH   SOLE   1,765,087 0 0
ENBRIDGE INC COM 29250N105   10,049,508 302,469 SH   SOLE   302,469 0 0
ENPHASE ENERGY INC COM 29355A107   18,259,048 151,995 SH   SOLE   151,995 0 0
ENTEGRIS INC COM 29362U104   483,074 5,150 SH   SOLE   5,150 0 0
EOG RES INC COM 26875P101   16,495,198 129,718 SH   SOLE   129,718 0 0
EXXON MOBIL CORP COM 30231G102   27,757,034 235,578 SH   SOLE   235,578 0 0
FIRST SOLAR INC COM 336433107   40,508,167 250,723 SH   SOLE   250,723 0 0
FORTIVE CORP COM 34959J108   583,207 7,865 SH   SOLE   7,865 0 0
FRANKLIN RESOURCES INC COM 354613101   331,437 13,484 SH   SOLE   13,484 0 0
GALLAGHER ARTHUR J & CO COM 363576109   175,886,018 771,527 SH   SOLE   771,527 0 0
GENTHERM INC COM 37253A103   31,719,825 584,426 SH   SOLE   584,426 0 0
HALLIBURTON CO COM 406216101   18,023,861 442,710 SH   SOLE   442,710 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   6,958,062 621,322 SH   SOLE   621,322 0 0
HENRY JACK & ASSOC INC COM 426281101   399,584 2,644 SH   SOLE   2,644 0 0
HUBBELL INC COM 443510607   52,309,837 166,867 SH   SOLE   166,867 0 0
IDEX CORP COM 45167R104   490,927 2,360 SH   SOLE   2,360 0 0
ILLINOIS TOOL WKS INC COM 452308109   137,040,356 594,995 SH   SOLE   594,995 0 0
IMPERIAL OIL LTD COM NEW 453038408   18,596,886 300,099 SH   SOLE   300,099 0 0
INSTALLED BLDG PRODS INC COM 45780R101   13,345,947 106,888 SH   SOLE   106,888 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   24,360,121 221,415 SH   SOLE   221,415 0 0
INTUIT COM 461202103   27,890,099 54,586 SH   SOLE   54,586 0 0
ITRON INC COM 465741106   38,503,837 635,881 SH   SOLE   635,881 0 0
JD.COM INC SPON ADR CL A 47215P106   114,190 3,920 SH   SOLE   3,920 0 0
JOHNSON & JOHNSON COM 478160104   152,753,080 980,716 SH   SOLE   980,716 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   422,281 3,192 SH   SOLE   3,192 0 0
KINDER MORGAN INC DEL COM 49456B101   9,666,059 583,028 SH   SOLE   583,028 0 0
KKR & CO INC COM 48251W104   466,312 7,570 SH   SOLE   7,570 0 0
KLA CORP COM NEW 482480100   27,570,636 60,112 SH   SOLE   60,112 0 0
LAM RESEARCH CORP COM 512807108   27,602,195 44,039 SH   SOLE   44,039 0 0
MASTERCARD INCORPORATED CL A 57636Q104   29,092,750 73,483 SH   SOLE   73,483 0 0
META PLATFORMS INC CL A 30303M102   25,713,169 85,650 SH   SOLE   85,650 0 0
MICROSOFT CORP COM 594918104   196,468,950 622,399 SH   SOLE   622,399 0 0
MONDELEZ INTL INC CL A 609207105   163,719,924 2,359,418 SH   SOLE   2,359,418 0 0
NASDAQ INC COM 631103108   427,689 8,802 SH   SOLE   8,802 0 0
NETEASE INC SPONSORED ADS 64110W102   7,468,599 74,571 SH   SOLE   74,571 0 0
NEXTERA ENERGY INC COM 65339F101   41,926,477 731,994 SH   SOLE   731,994 0 0
NIKE INC CL B 654106103   16,980,849 177,599 SH   SOLE   177,599 0 0
NVIDIA CORPORATION COM 67066G104   32,616,784 74,984 SH   SOLE   74,984 0 0
ON SEMICONDUCTOR CORP COM 682189105   55,444,856 596,407 SH   SOLE   596,407 0 0
ORMAT TECHNOLOGIES INC COM 686688102   36,233,978 518,360 SH   SOLE   518,360 0 0
OTIS WORLDWIDE CORP COM 68902V107   143,455,187 1,786,426 SH   SOLE   1,786,426 0 0
PAYCHEX INC COM 704326107   157,281,209 1,363,393 SH   SOLE   1,363,393 0 0
PAYPAL HLDGS INC COM 70450Y103   19,729,057 337,483 SH   SOLE   337,483 0 0
PEPSICO INC COM 713448108   156,745,241 925,203 SH   SOLE   925,203 0 0
PIONEER NAT RES CO COM 723787107   15,337,379 66,627 SH   SOLE   66,627 0 0
PRICE T ROWE GROUP INC COM 74144T108   275,493 2,627 SH   SOLE   2,627 0 0
PROCTER AND GAMBLE CO COM 742718109   145,443,553 997,202 SH   SOLE   997,202 0 0
QUALCOMM INC COM 747525103   7,175,930 64,614 SH   SOLE   64,614 0 0
RAYMOND JAMES FINL INC COM 754730109   521,031 5,188 SH   SOLE   5,188 0 0
REVVITY INC COM 714046109   402,129 3,634 SH   SOLE   3,634 0 0
ROPER TECHNOLOGIES INC COM 776696106   27,593,343 56,978 SH   SOLE   56,978 0 0
SALESFORCE INC COM 79466L302   25,360,201 125,063 SH   SOLE   125,063 0 0
SCHLUMBERGER LTD COM STK 806857108   19,468,455 331,309 SH   SOLE   331,309 0 0
SCULPTOR CAP MGMT COM CL A 811246107   122,229 10,537 SH   SOLE   10,537 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   490,524 4,978 SH   SOLE   4,978 0 0
SMITH A O CORP COM 831865209   531,419 8,036 SH   SOLE   8,036 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   14,208,621 109,698 SH   SOLE   109,698 0 0
STATE STR CORP COM 857477103   358,772 5,358 SH   SOLE   5,358 0 0
SUNCOR ENERGY INC NEW COM 867224107   16,145,195 465,584 SH   SOLE   465,584 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   12,980,952 1,240,355 SH   SOLE   1,240,355 0 0
SUNPOWER CORP COM 867652406   1,014,043 164,781 SH   SOLE   164,781 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   38,747,582 446,433 SH   SOLE   446,433 0 0
TERADYNE INC COM 880770102   525,422 5,233 SH   SOLE   5,233 0 0
TETRA TECH INC NEW COM 88162G103   506,799 3,332 SH   SOLE   3,332 0 0
TEXAS INSTRS INC COM 882508104   121,491,846 764,151 SH   SOLE   764,151 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,658,947 44,766 SH   SOLE   44,766 0 0
TPI COMPOSITES INC COM 87266J104   1,284,138 484,977 SH   SOLE   484,977 0 0
V F CORP COM 918204108   135,305,836 7,670,947 SH   SOLE   7,670,947 0 0
VALERO ENERGY CORP COM 91913Y100   24,277,004 170,217 SH   SOLE   170,217 0 0
VISA INC COM CL A 92826C839   26,314,340 114,405 SH   SOLE   114,405 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   373,421 1,579 SH   SOLE   1,579 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   19,143,705 273,724 SH   SOLE   273,724 0 0