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   226,396,535 1,243,576 SH   SOLE   1,243,576 0 0
ADDUS HOMECARE CORP COM 006739106   500,616 4,843 SH   SOLE   4,843 0 0
ADOBE INC COM 00724F101   24,756,076 49,060 SH   SOLE   49,060 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   405,780 2,423 SH   SOLE   2,423 0 0
AFLAC INC COM 001055102   189,904,405 2,211,891 SH   SOLE   2,211,891 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   517,051 3,551 SH   SOLE   3,551 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   40,521 560 SH   SOLE   560 0 0
ALPHABET INC CAP STK CL A 02079K305   31,559,388 209,097 SH   SOLE   209,097 0 0
AMAZON COM INC COM 023135106   30,896,715 171,292 SH   SOLE   171,292 0 0
AMERESCO INC CL A 02361E108   13,673,703 567,156 SH   SOLE   567,156 0 0
AMERIPRISE FINL INC COM 03076C106   555,503 1,267 SH   SOLE   1,267 0 0
AMPHENOL CORP NEW CL A 032095101   43,315,752 375,513 SH   SOLE   375,513 0 0
APPLE INC COM 037833100   25,937,582 151,226 SH   SOLE   151,226 0 0
APPLIED MATLS INC COM 038222105   44,130,943 213,955 SH   SOLE   213,955 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   567,027 4,264 SH   SOLE   4,264 0 0
ARISTA NETWORKS INC COM 040413106   605,054 2,087 SH   SOLE   2,087 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   378,289 8,265 SH   SOLE   8,265 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   20,976 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   237,932 2,260 SH   SOLE   2,260 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,583,571 256,770 SH   SOLE   256,770 0 0
BLACKROCK INC COM 09247X101   173,107,649 207,620 SH   SOLE   207,620 0 0
BLACKSTONE INC COM 09260D107   549,521 4,183 SH   SOLE   4,183 0 0
BROADCOM INC COM 11135F101   224,283,052 169,238 SH   SOLE   169,238 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   577,464 1,855 SH   SOLE   1,855 0 0
CANADIAN NAT RES LTD COM 136385101   18,278,836 239,965 SH   SOLE   239,965 0 0
CANADIAN SOLAR INC COM 136635109   21,162,485 1,071,276 SH   SOLE   1,071,276 0 0
CARLYLE GROUP INC COM 14316J108   544,203 11,601 SH   SOLE   11,601 0 0
CENOVUS ENERGY INC COM 15135U109   15,584,744 780,216 SH   SOLE   780,216 0 0
CHEVRON CORP NEW COM 166764100   20,192,294 128,207 SH   SOLE   128,207 0 0
CISCO SYS INC COM 17275R102   173,016,640 3,466,770 SH   SOLE   3,466,770 0 0
CME GROUP INC COM 12572Q105   185,501,653 861,580 SH   SOLE   861,580 0 0
COCA COLA CO COM 191216100   142,316,732 2,326,295 SH   SOLE   2,326,295 0 0
COMCAST CORP NEW CL A 20030N101   21,897,622 505,183 SH   SOLE   505,183 0 0
CONOCOPHILLIPS COM 20825C104   21,880,620 171,982 SH   SOLE   171,982 0 0
DANAHER CORPORATION COM 235851102   32,284,594 129,289 SH   SOLE   129,289 0 0
DEVON ENERGY CORP NEW COM 25179M103   12,845,238 256,642 SH   SOLE   256,642 0 0
DIAMONDBACK ENERGY INC COM 25278X109   20,162,225 101,890 SH   SOLE   101,890 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   560,752 5,869 SH   SOLE   5,869 0 0
EMERSON ELEC CO COM 291011104   197,610,984 1,742,234 SH   SOLE   1,742,234 0 0
ENBRIDGE INC COM 29250N105   11,272,096 311,843 SH   SOLE   311,843 0 0
ENPHASE ENERGY INC COM 29355A107   17,754,532 146,776 SH   SOLE   146,776 0 0
ENTEGRIS INC COM 29362U104   612,162 4,355 SH   SOLE   4,355 0 0
EOG RES INC COM 26875P101   15,217,209 119,261 SH   SOLE   119,261 0 0
EXXON MOBIL CORP COM 30231G102   24,976,720 215,259 SH   SOLE   215,259 0 0
FIRST SOLAR INC COM 336433107   34,743,137 205,846 SH   SOLE   205,846 0 0
FORTIVE CORP COM 34959J108   534,981 6,219 SH   SOLE   6,219 0 0
FRANKLIN RESOURCES INC COM 354613101   377,517 13,430 SH   SOLE   13,430 0 0
GALLAGHER ARTHUR J & CO COM 363576109   190,366,563 761,533 SH   SOLE   761,533 0 0
GENTHERM INC COM 37253A103   26,380,920 458,233 SH   SOLE   458,233 0 0
HALLIBURTON CO COM 406216101   15,297,287 389,108 SH   SOLE   389,108 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   4,358,271 402,098 SH   SOLE   402,098 0 0
HENRY JACK & ASSOC INC COM 426281101   437,817 2,521 SH   SOLE   2,521 0 0
HUBBELL INC COM 443510607   44,131,357 106,331 SH   SOLE   106,331 0 0
IDEX CORP COM 45167R104   513,056 2,102 SH   SOLE   2,102 0 0
ILLINOIS TOOL WKS INC COM 452308109   157,588,092 587,283 SH   SOLE   587,283 0 0
IMPERIAL OIL LTD COM NEW 453038408   17,867,987 259,102 SH   SOLE   259,102 0 0
INSTALLED BLDG PRODS INC COM 45780R101   32,355,147 125,078 SH   SOLE   125,078 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   33,492,221 243,713 SH   SOLE   243,713 0 0
INTUIT COM 461202103   39,041,090 60,064 SH   SOLE   60,064 0 0
ITRON INC COM 465741106   34,052,314 368,106 SH   SOLE   368,106 0 0
JD.COM INC SPON ADR CL A 47215P106   107,369 3,920 SH   SOLE   3,920 0 0
JOHNSON & JOHNSON COM 478160104   153,142,248 968,095 SH   SOLE   968,095 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   482,850 3,088 SH   SOLE   3,088 0 0
KINDER MORGAN INC DEL COM 49456B101   9,900,133 540,742 SH   SOLE   540,742 0 0
KKR & CO INC COM 48251W104   594,025 5,906 SH   SOLE   5,906 0 0
KLA CORP COM NEW 482480100   45,882,821 65,683 SH   SOLE   65,683 0 0
LAM RESEARCH CORP COM 512807108   47,071,577 48,453 SH   SOLE   48,453 0 0
MASTERCARD INCORPORATED CL A 57636Q104   38,936,656 80,862 SH   SOLE   80,862 0 0
META PLATFORMS INC CL A 30303M102   45,781,392 94,253 SH   SOLE   94,253 0 0
MICROSOFT CORP COM 594918104   262,836,952 624,684 SH   SOLE   624,684 0 0
MONDELEZ INTL INC CL A 609207105   163,045,037 2,329,058 SH   SOLE   2,329,058 0 0
MONOLITHIC PWR SYS INC COM 609839105   535,007 790 SH   SOLE   790 0 0
NASDAQ INC COM 631103108   498,616 7,902 SH   SOLE   7,902 0 0
NETEASE INC SPONSORED ADS 64110W102   8,316,054 80,371 SH   SOLE   80,371 0 0
NEXTERA ENERGY INC COM 65339F101   43,233,259 676,487 SH   SOLE   676,487 0 0
NIKE INC CL B 654106103   22,813,998 242,743 SH   SOLE   242,743 0 0
NVIDIA CORPORATION COM 67066G104   48,610,844 53,799 SH   SOLE   53,799 0 0
ON SEMICONDUCTOR CORP COM 682189105   27,620,811 375,369 SH   SOLE   375,369 0 0
ORMAT TECHNOLOGIES INC COM 686688102   29,274,120 442,261 SH   SOLE   442,261 0 0
OTIS WORLDWIDE CORP COM 68902V107   175,089,594 1,763,399 SH   SOLE   1,763,399 0 0
PAYCHEX INC COM 704326107   165,219,544 1,345,820 SH   SOLE   1,345,820 0 0
PAYPAL HLDGS INC COM 70450Y103   30,251,839 451,630 SH   SOLE   451,630 0 0
PEPSICO INC COM 713448108   159,792,037 913,245 SH   SOLE   913,245 0 0
PIONEER NAT RES CO COM 723787107   17,702,533 67,549 SH   SOLE   67,549 0 0
PRICE T ROWE GROUP INC COM 74144T108   334,548 2,744 SH   SOLE   2,744 0 0
PROCTER AND GAMBLE CO COM 742718109   183,358,492 1,129,993 SH   SOLE   1,129,993 0 0
QUALCOMM INC COM 747525103   10,905,792 64,417 SH   SOLE   64,417 0 0
RAYMOND JAMES FINL INC COM 754730109   504,177 3,926 SH   SOLE   3,926 0 0
REVVITY INC COM 714046109   364,535 3,471 SH   SOLE   3,471 0 0
ROPER TECHNOLOGIES INC COM 776696106   35,155,672 62,686 SH   SOLE   62,686 0 0
SALESFORCE INC COM 79466L302   41,455,485 137,639 SH   SOLE   137,639 0 0
SCHLUMBERGER LTD COM STK 806857108   15,043,761 274,343 SH   SOLE   274,343 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   520,183 4,803 SH   SOLE   4,803 0 0
SMITH A O CORP COM 831865209   567,094 6,341 SH   SOLE   6,341 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   7,866,454 110,857 SH   SOLE   110,857 0 0
STATE STR CORP COM 857477103   432,837 5,598 SH   SOLE   5,598 0 0
SUNCOR ENERGY INC NEW COM 867224107   17,220,085 467,539 SH   SOLE   467,539 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   8,221,703 1,341,736 SH   SOLE   1,341,736 0 0
SUNPOWER CORP COM 867652406   489,117 164,121 SH   SOLE   164,121 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   64,224,206 471,740 SH   SOLE   471,740 0 0
TERADYNE INC COM 880770102   541,096 4,798 SH   SOLE   4,798 0 0
TETRA TECH INC NEW COM 88162G103   493,910 2,674 SH   SOLE   2,674 0 0
TEXAS INSTRS INC COM 882508104   188,611,862 1,082,891 SH   SOLE   1,082,891 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   28,626,497 49,255 SH   SOLE   49,255 0 0
TPI COMPOSITES INC COM 87266J104   1,160,018 398,717 SH   SOLE   398,717 0 0
VALERO ENERGY CORP COM 91913Y100   22,076,882 129,731 SH   SOLE   129,731 0 0
VISA INC COM CL A 92826C839   35,138,032 125,905 SH   SOLE   125,905 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   455,943 1,513 SH   SOLE   1,513 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   19,182,927 293,353 SH   SOLE   293,353 0 0