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
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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
ABBOTT LABS COM 002824100 BBG001S5N9M6 6,351,850 58,263 SH   SOLE   10,367 0 47,896
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,444,518 32,988 SH   SOLE   4,682 0 28,306
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,115,309 18,570 SH   SOLE   8,080 0 10,490
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,951,391 41,365 SH   SOLE   14,905 0 26,460
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 4,859,607 40,172 SH   SOLE   4,505 0 35,667
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,912,591 60,698 SH   SOLE   13,851 0 46,847
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 2,782,502 19,492 SH   SOLE   3,901 0 15,591
APPLE INC COM 037833100 BBG001S5N8V8 17,128,707 88,306 SH   SOLE   21,612 0 66,693
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2,719,520 18,815 SH   SOLE   3,180 0 15,635
AT&T INC COM 00206R102 BBG001S5VWH2 1,213,699 76,094 SH   SOLE   12,435 0 63,659
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 7,277,189 27,564 SH   SOLE   2,964 0 24,600
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,242,263 3,643 SH   SOLE   261 0 3,382
BLACKSTONE INC COM 09260D107 BBG001S7H949 4,320,223 46,469 SH   SOLE   12,420 0 34,049
BOEING CO COM 097023105 BBG001S5P0V3 1,023,493 4,847 SH   SOLE   2,080 0 2,767
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 7,133,942 111,555 SH   SOLE   26,995 0 84,560
BROADCOM INC COM 11135F101 BBG00KHY5SY8 9,870,486 11,379 SH   SOLE   3,209 0 8,170
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG001SDHPH6 1,429,380 48,470 SH   SOLE   9,333 0 39,137
CAMPING WORLD HLDGS INC CL A 13462K109 BBG00D2Z7X92 3,506,981 116,511 SH   SOLE   32,603 0 83,908
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 419,652 2,667 SH   SOLE   854 0 1,813
CISCO SYS INC COM 17275R102 BBG001S6HC62 2,272,680 43,925 SH   SOLE   14,810 0 29,115
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,270,386 7,726 SH   SOLE   2,619 0 5,107
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 12,225,800 729,463 SH   SOLE   172,823 0 556,640
CORNING INC COM 219350105 BBG001S5RLH1 899,512 25,671 SH   SOLE   3,670 0 22,001
CORTEVA INC COM 22052L104 BBG00BN969D0 623,424 10,880 SH   SOLE   4,990 0 5,890
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,932,948 11,020 SH   SOLE   1,976 0 9,044
CUMMINS INC COM 231021106 BBG001S5Q9M3 6,688,976 27,284 SH   SOLE   7,661 0 19,623
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 3,151,694 45,591 SH   SOLE   17,420 0 28,170
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 1,861,200 7,755 SH   SOLE   3,340 0 4,415
DEERE & CO COM 244199105 BBG001S5QFF7 908,841 2,243 SH   SOLE   775 0 1,468
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 1,301,534 11,430 SH   SOLE   3,405 0 8,025
DONALDSON INC COM 257651109 BBG001S5QDV4 5,298,785 84,767 SH   SOLE   12,364 0 72,403
DOW INC COM 260557103 BBG00BN96931 327,549 6,150 SH   SOLE   3,400 0 2,750
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 662,251 12,545 SH   SOLE   5,500 0 7,045
EATON CORP PLC SHS G29183103 BBG001S5QZ45 2,395,905 11,914 SH   SOLE   3,623 0 8,291
ECOLAB INC COM 278865100 BBG001S5QRB5 305,425 1,636 SH   SOLE   1,551 0 85
EDISON INTL COM 281020107 BBG001S7MY75 2,290,461 32,980 SH   SOLE   6,740 0 26,240
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 324,555 11,612 SH   SOLE   10,771 0 841
FEDEX CORP COM 31428X106 BBG001S5R3M5 4,460,487 17,993 SH   SOLE   3,099 0 14,894
FIRST SOLAR INC COM 336433107 BBG001S991Z7 4,471,107 23,521 SH   SOLE   4,883 0 18,638
FISERV INC COM 337738108 BBG001S5R6Q4 4,980,402 39,480 SH   SOLE   6,867 0 32,613
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 5,823,658 384,908 SH   SOLE   117,380 0 267,528
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 1,981,914 18,042 SH   SOLE   7,668 0 10,374
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5DN3 2,139,714 85,589 SH   SOLE   23,596 0 61,992
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 3,616,933 17,431 SH   SOLE   4,976 0 12,455
ILLUMINA INC COM 452327109 BBG001SF4NY1 315,921 1,685 SH   SOLE   450 0 1,235
IMPINJ INC COM 453204109 BBG001T313Q3 650,859 7,260 SH   SOLE   3,858 0 3,402
INTEL CORP COM 458140100 BBG001S5SF65 349,448 10,450 SH   SOLE   3,550 0 6,900
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 4,264,391 31,869 SH   SOLE   11,063 0 20,806
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 485,213 1,419 SH   SOLE   1,159 0 260
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 BBG007RBRW19 1,289,549 30,821 SH   SOLE   4,210 0 26,610
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 572,712 27,053 SH   SOLE   1,920 0 25,133
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 BBG00KJR0Z89 1,098,881 46,741 SH   SOLE   7,026 0 39,715
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 2,929,353 142,409 SH   SOLE   17,249 0 125,160
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 BBG00KJR2H78 6,356,512 282,763 SH   SOLE   48,006 0 234,757
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 2,755,374 136,879 SH   SOLE   16,667 0 120,212
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 BBG00KXH4WB4 6,882,824 305,225 SH   SOLE   49,614 0 255,611
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 2,756,687 145,510 SH   SOLE   17,908 0 127,602
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 1,828,446 96,105 SH   SOLE   7,290 0 88,815
INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452 BBG00X3HZJZ8 2,348,858 111,877 SH   SOLE   36,808 0 75,069
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 BBG00LNJYDS0 6,829,147 299,524 SH   SOLE   45,587 0 253,937
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 1,642,764 83,199 SH   SOLE   7,991 0 75,208
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 728,941 2,479 SH   SOLE   270 0 2,208
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 450,350 3,547 SH   SOLE   518 0 3,029
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 267,759 2,488 SH   SOLE   130 0 2,358
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 3,305,974 27,807 SH   SOLE   8,067 0 19,740
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,921,262 17,649 SH   SOLE   5,629 0 12,020
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 10,850,873 74,607 SH   SOLE   17,958 0 56,649
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 1,305,965 75,840 SH   SOLE   17,050 0 58,790
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 4,081,046 20,846 SH   SOLE   4,414 0 16,432
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 2,590,208 10,733 SH   SOLE   2,247 0 8,486
LILLY ELI & CO COM 532457108 BBG001S5STL8 248,559 530 SH   SOLE   0 0 530
LIMONEIRA CO COM 532746104 BBG001S775Q4 933,756 60,010 SH   SOLE   60,010 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 BBG001SDX252 22,000 10,000 SH   SOLE   10,000 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 9,402,662 41,660 SH   SOLE   8,454 0 33,206
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 294,155 1,025 SH   SOLE   800 0 225
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 532,165 5,940 SH   SOLE   4,301 0 1,639
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,530,204 13,303 SH   SOLE   2,594 0 10,709
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 381,917 3,533 SH   SOLE   2,940 0 593
NETFLIX INC COM 64110L106 BBG001SF6L46 544,446 1,236 SH   SOLE   36 0 1,200
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 4,391,082 59,179 SH   SOLE   18,645 0 40,534
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 384,239 843 SH   SOLE   55 0 788
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 11,633,647 27,501 SH   SOLE   5,506 0 21,995
OMNICELL COM COM 68213N109 BBG001SF6Z45 821,863 11,156 SH   SOLE   6,176 0 4,980
ONEOK INC NEW COM 682680103 BBG001S5TWK1 9,841,269 159,450 SH   SOLE   38,547 0 120,903
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 11,005,071 43,071 SH   SOLE   7,612 0 35,459
PFIZER INC COM 717081103 BBG001S5V466 4,409,083 120,204 SH   SOLE   33,925 0 86,279
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 1,588,063 19,495 SH   SOLE   5,510 0 13,985
PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 338,551 4,650 SH   SOLE   400 0 4,250
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 3,418,878 38,754 SH   SOLE   14,820 0 23,934
QUALCOMM INC COM 747525103 BBG001S6VS70 11,359,704 95,428 SH   SOLE   24,345 0 71,082
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,013,613 10,250 SH   SOLE   1,850 0 8,400
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 4,236,336 8,811 SH   SOLE   1,696 0 7,115
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 471,603 13,990 SH   SOLE   2,023 0 11,967
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 484,292 5,844 SH   SOLE   810 0 5,034
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 484,574 1,825 SH   SOLE   275 0 1,550
STARBUCKS CORP COM 855244109 BBG001S72KH6 454,190 4,585 SH   SOLE   215 0 4,370
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 474,305 9,488 SH   SOLE   5,853 0 3,635
SYSCO CORP COM 871829107 BBG001S5WJS8 1,939,170 26,134 SH   SOLE   2,654 0 23,480
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 1,876,290 12,750 SH   SOLE   3,071 0 9,679
TARGET CORP COM 87612E106 BBG001SC0K41 1,084,878 8,225 SH   SOLE   4,425 0 3,800
TENNANT CO COM 880345103 BBG001SCHFK6 1,836,817 22,646 SH   SOLE   6,533 0 16,113
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 1,271,277 7,764 SH   SOLE   2,695 0 5,069
THOR INDS INC COM 885160101 BBG001S5WPH6 3,567,570 34,469 SH   SOLE   4,878 0 29,591
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 5,949,250 180,062 SH   SOLE   47,381 0 132,681
VAREX IMAGING CORP COM 92214X106 BBG00CZNLR38 815,522 34,600 SH   SOLE   23,200 0 11,400
VERIFYME INC COM NEW 92346X206 BBG001SD4YY2 221,904 160,800 SH   SOLE   0 0 160,800
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 331,549 8,915 SH   SOLE   5,105 0 3,810
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 749,774 5,218 SH   SOLE   4,238 0 980
WATERS CORP COM 941848103 BBG001S8MDG9 401,676 1,507 SH   SOLE   1,207 0 300
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 4,817,130 143,752 SH   SOLE   25,206 0 118,546
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 4,117,481 32,903 SH   SOLE   12,733 0 20,170
WORKDAY INC CL A 98138H101 BBG001T21KQ7 674,282 2,985 SH   SOLE   375 0 2,610
ZOETIS INC CL A 98978V103 BBG0039320P7 2,345,672 13,621 SH   SOLE   6,211 0 7,410