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   195,381,407 1,260,850 SH   SOLE   1,260,850 0 0
ADDUS HOMECARE CORP COM 006739106   449,988 4,843 SH   SOLE   4,843 0 0
ADOBE INC COM 00724F101   26,801,096 44,924 SH   SOLE   44,924 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   411,105 2,715 SH   SOLE   2,715 0 0
AFLAC INC COM 001055102   184,592,609 2,237,839 SH   SOLE   2,237,839 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   461,833 3,321 SH   SOLE   3,321 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   43,406 560 SH   SOLE   560 0 0
ALPHABET INC CAP STK CL A 02079K305   26,741,511 191,430 SH   SOLE   191,430 0 0
AMAZON COM INC COM 023135106   23,829,086 156,821 SH   SOLE   156,821 0 0
AMERESCO INC CL A 02361E108   21,835,902 689,022 SH   SOLE   689,022 0 0
AMERIPRISE FINL INC COM 03076C106   554,552 1,460 SH   SOLE   1,460 0 0
AMPHENOL CORP NEW CL A 032095101   34,079,254 343,777 SH   SOLE   343,777 0 0
APPLE INC COM 037833100   26,657,158 138,452 SH   SOLE   138,452 0 0
APPLIED MATLS INC COM 038222105   31,751,007 195,900 SH   SOLE   195,900 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   555,475 4,671 SH   SOLE   4,671 0 0
ARISTA NETWORKS INC COM 040413106   531,687 2,257 SH   SOLE   2,257 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   401,022 9,077 SH   SOLE   9,077 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   22,448 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   269,143 2,260 SH   SOLE   2,260 0 0
BAKER HUGHES COMPANY CL A 05722G100   9,286,332 271,725 SH   SOLE   271,725 0 0
BLACKROCK INC COM 09247X101   170,971,033 210,588 SH   SOLE   210,588 0 0
BLACKSTONE INC COM 09260D107   564,003 4,308 SH   SOLE   4,308 0 0
BROADCOM INC COM 11135F101   191,077,930 171,159 SH   SOLE   171,159 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   505,307 1,855 SH   SOLE   1,855 0 0
CANADIAN NAT RES LTD COM 136385101   16,814,702 255,888 SH   SOLE   255,888 0 0
CANADIAN SOLAR INC COM 136635109   34,137,512 1,301,216 SH   SOLE   1,301,216 0 0
CARLYLE GROUP INC COM 14316J108   486,490 11,956 SH   SOLE   11,956 0 0
CENOVUS ENERGY INC COM 15135U109   13,931,976 833,016 SH   SOLE   833,016 0 0
CHEVRON CORP NEW COM 166764100   20,375,427 136,509 SH   SOLE   136,509 0 0
CISCO SYS INC COM 17275R102   177,563,689 3,514,907 SH   SOLE   3,514,907 0 0
CME GROUP INC COM 12572Q105   183,973,700 873,539 SH   SOLE   873,539 0 0
COCA COLA CO COM 191216100   138,972,898 2,358,545 SH   SOLE   2,358,545 0 0
COMCAST CORP NEW CL A 20030N101   20,828,188 474,965 SH   SOLE   474,965 0 0
CONOCOPHILLIPS COM 20825C104   21,223,271 182,752 SH   SOLE   182,752 0 0
DANAHER CORPORATION COM 235851102   27,386,591 118,375 SH   SOLE   118,375 0 0
DEVON ENERGY CORP NEW COM 25179M103   12,413,241 273,515 SH   SOLE   273,515 0 0
DIAMONDBACK ENERGY INC COM 25278X109   16,796,887 108,300 SH   SOLE   108,300 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   447,621 5,869 SH   SOLE   5,869 0 0
EMERSON ELEC CO COM 291011104   171,910,666 1,766,443 SH   SOLE   1,766,443 0 0
ENBRIDGE INC COM 29250N105   11,888,493 330,006 SH   SOLE   330,006 0 0
ENPHASE ENERGY INC COM 29355A107   23,569,717 178,283 SH   SOLE   178,283 0 0
ENTEGRIS INC COM 29362U104   522,138 4,355 SH   SOLE   4,355 0 0
EOG RES INC COM 26875P101   15,406,706 127,325 SH   SOLE   127,325 0 0
EXXON MOBIL CORP COM 30231G102   22,985,883 229,851 SH   SOLE   229,851 0 0
FIRST SOLAR INC COM 336433107   43,079,251 250,028 SH   SOLE   250,028 0 0
FORTIVE CORP COM 34959J108   457,867 6,219 SH   SOLE   6,219 0 0
FRANKLIN RESOURCES INC COM 354613101   397,071 13,329 SH   SOLE   13,329 0 0
GALLAGHER ARTHUR J & CO COM 363576109   173,595,707 772,103 SH   SOLE   772,103 0 0
GENTHERM INC COM 37253A103   31,181,566 595,315 SH   SOLE   595,315 0 0
HALLIBURTON CO COM 406216101   14,888,500 411,773 SH   SOLE   411,773 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   4,380,623 425,520 SH   SOLE   425,520 0 0
HENRY JACK & ASSOC INC COM 426281101   411,993 2,521 SH   SOLE   2,521 0 0
HUBBELL INC COM 443510607   48,539,402 147,580 SH   SOLE   147,580 0 0
IDEX CORP COM 45167R104   456,349 2,102 SH   SOLE   2,102 0 0
ILLINOIS TOOL WKS INC COM 452308109   155,966,448 595,441 SH   SOLE   595,441 0 0
IMPERIAL OIL LTD COM NEW 453038408   15,729,158 275,553 SH   SOLE   275,553 0 0
INSTALLED BLDG PRODS INC COM 45780R101   26,900,038 147,089 SH   SOLE   147,089 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   28,655,110 223,118 SH   SOLE   223,118 0 0
INTUIT COM 461202103   34,377,811 55,000 SH   SOLE   55,000 0 0
ITRON INC COM 465741106   44,264,347 586,041 SH   SOLE   586,041 0 0
JD.COM INC SPON ADR CL A 47215P106   113,249 3,920 SH   SOLE   3,920 0 0
JOHNSON & JOHNSON COM 478160104   153,832,788 981,508 SH   SOLE   981,508 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   459,394 2,887 SH   SOLE   2,887 0 0
KINDER MORGAN INC DEL COM 49456B101   10,098,975 572,271 SH   SOLE   572,271 0 0
KKR & CO INC COM 48251W104   576,967 6,964 SH   SOLE   6,964 0 0
KLA CORP COM NEW 482480100   35,058,867 60,307 SH   SOLE   60,307 0 0
LAM RESEARCH CORP COM 512807108   34,756,859 44,372 SH   SOLE   44,372 0 0
MASTERCARD INCORPORATED CL A 57636Q104   31,579,465 74,042 SH   SOLE   74,042 0 0
META PLATFORMS INC CL A 30303M102   30,550,036 86,301 SH   SOLE   86,301 0 0
MICROSOFT CORP COM 594918104   234,442,723 623,503 SH   SOLE   623,503 0 0
MONDELEZ INTL INC CL A 609207105   171,018,407 2,361,393 SH   SOLE   2,361,393 0 0
MONOLITHIC PWR SYS INC COM 609839105   568,355 901 SH   SOLE   901 0 0
NASDAQ INC COM 631103108   530,644 9,127 SH   SOLE   9,127 0 0
NETEASE INC SPONSORED ADS 64110W102   6,909,891 74,181 SH   SOLE   74,181 0 0
NEXTERA ENERGY INC COM 65339F101   49,913,664 821,678 SH   SOLE   821,678 0 0
NIKE INC CL B 654106103   19,430,579 178,966 SH   SOLE   178,966 0 0
NVIDIA CORPORATION COM 67066G104   37,417,466 75,558 SH   SOLE   75,558 0 0
ON SEMICONDUCTOR CORP COM 682189105   51,167,745 612,315 SH   SOLE   612,315 0 0
ORMAT TECHNOLOGIES INC COM 686688102   40,725,960 537,141 SH   SOLE   537,141 0 0
OTIS WORLDWIDE CORP COM 68902V107   159,964,903 1,787,847 SH   SOLE   1,787,847 0 0
PAYCHEX INC COM 704326107   162,535,373 1,364,497 SH   SOLE   1,364,497 0 0
PAYPAL HLDGS INC COM 70450Y103   20,888,807 340,076 SH   SOLE   340,076 0 0
PEPSICO INC COM 713448108   157,240,910 925,923 SH   SOLE   925,923 0 0
PIONEER NAT RES CO COM 723787107   16,070,455 71,480 SH   SOLE   71,480 0 0
PRICE T ROWE GROUP INC COM 74144T108   293,348 2,724 SH   SOLE   2,724 0 0
PROCTER AND GAMBLE CO COM 742718109   167,855,488 1,145,679 SH   SOLE   1,145,679 0 0
QUALCOMM INC COM 747525103   9,345,316 64,614 SH   SOLE   64,614 0 0
RAYMOND JAMES FINL INC COM 754730109   540,887 4,851 SH   SOLE   4,851 0 0
REVVITY INC COM 714046109   371,987 3,401 SH   SOLE   3,401 0 0
ROPER TECHNOLOGIES INC COM 776696106   31,296,168 57,406 SH   SOLE   57,406 0 0
SALESFORCE INC COM 79466L302   33,163,110 126,019 SH   SOLE   126,019 0 0
SCHLUMBERGER LTD COM STK 806857108   15,117,579 290,323 SH   SOLE   290,323 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   507,440 4,511 SH   SOLE   4,511 0 0
SMITH A O CORP COM 831865209   522,661 6,341 SH   SOLE   6,341 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   12,604,563 134,557 SH   SOLE   134,557 0 0
STATE STR CORP COM 857477103   430,290 5,555 SH   SOLE   5,555 0 0
SUNCOR ENERGY INC NEW COM 867224107   15,893,228 494,774 SH   SOLE   494,774 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   24,879,207 1,629,820 SH   SOLE   1,629,820 0 0
SUNPOWER CORP COM 867652406   797,782 164,781 SH   SOLE   164,781 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   46,796,058 449,632 SH   SOLE   449,632 0 0
TERADYNE INC COM 880770102   488,964 4,502 SH   SOLE   4,502 0 0
TETRA TECH INC NEW COM 88162G103   446,501 2,674 SH   SOLE   2,674 0 0
TEXAS INSTRS INC COM 882508104   187,186,852 1,097,923 SH   SOLE   1,097,923 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,941,352 45,104 SH   SOLE   45,104 0 0
TPI COMPOSITES INC COM 87266J104   2,007,542 484,311 SH   SOLE   484,311 0 0
VALERO ENERGY CORP COM 91913Y100   19,940,748 153,402 SH   SOLE   153,402 0 0
VISA INC COM CL A 92826C839   30,012,139 115,277 SH   SOLE   115,277 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   408,754 1,495 SH   SOLE   1,495 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   19,836,971 275,822 SH   SOLE   275,822 0 0