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
ADOBE SYS INC Common Stock 00724F101   5,194 100,000 SH   SOLE   100,000 0 0
Adobe Systems Inc Common Stock 00724F101   1,116 21,486 SH   SOLE   21,486 0 0
AMERESCO INC Common Stock 02361E108   5,438 542,701 SH   SOLE   542,701 0 0
Ameresco Inc Common Stock 02361E108   711 70,978 SH   SOLE   70,978 0 0
ANSYS INC Common Stock 03662Q105   6,922 80,000 SH   SOLE   80,000 0 0
Ansys Inc Common Stock 03662Q105   1,209 13,979 SH   SOLE   13,979 0 0
Apple Computer Common Stock 037833100   799 1,675 SH   SOLE   1,675 0 0
APPLE INC Common Stock 037833100   6,102 12,800 SH   SOLE   12,800 0 0
Banco Bradesco New Adr Common Stock 059460303   729 52,528 SH   SOLE   52,528 0 0
BANCO BRADESCO S A Common Stock 059460303   7,981 575,000 SH   SOLE   575,000 0 0
BAXTER INTL INC Common Stock 071813109   5,912 90,000 SH   SOLE   90,000 0 0
Baxter Int'l Inc. Common Stock 071813109   1,033 15,723 SH   SOLE   15,723 0 0
Canadian Pac Ltd New Common Stock 136375102   7 60 SH   SOLE   60 0 0
China Mobile Ltd Adr Common Stock 16941M109   8 140 SH   SOLE   140 0 0
CISCO SYS INC Common Stock 17275R102   5,270 225,000 SH   SOLE   225,000 0 0
Cisco Systems, Inc. Common Stock 17275R102   887 37,877 SH   SOLE   37,877 0 0
Colgate Palmolive Common Stock 194162103   1,201 20,254 SH   SOLE   20,254 0 0
Costco Companies Inc Common Stock 22160K105   1,371 11,900 SH   SOLE   11,900 0 0
Covidien Ltd Common Stock G2554F113   1,254 20,577 SH   SOLE   20,577 0 0
COVIDIEN PLC Common Stock G2554F113   5,789 95,000 SH   SOLE   95,000 0 0
DARLING INTL INC Common Stock 237266101   5,290 250,000 SH   SOLE   250,000 0 0
Darling Intl Inc Common Stock 237266101   791 37,386 SH   SOLE   37,386 0 0
DEERE & CO Common Stock 244199105   4,802 59,000 SH   SOLE   59,000 0 0
Deere & Co Common Stock 244199105   7 80 SH   SOLE   80 0 0
EATON CORP PLC Common Stock G29183103   4,956 72,000 SH   SOLE   72,000 0 0
Eaton Corp Plc Common Stock G29183103   9 125 SH   SOLE   125 0 0
EBAY INC Common Stock 278642103   7,253 130,000 SH   SOLE   130,000 0 0
Ebay Inc Common Stock 278642103   8 150 SH   SOLE   150 0 0
Ericsson American Adr Common Stock 294821608   969 72,603 SH   SOLE   72,603 0 0
GENERAC HLDGS INC Common Stock 368736104   5,486 128,660 SH   SOLE   128,660 0 0
Generac Holdings Inc Common Stock 368736104   1,225 28,739 SH   SOLE   28,739 0 0
GOOGLE INC Common Stock 38259P508   20,146 23,000 SH   SOLE   23,000 0 0
Google Inc Class A Common Stock 38259P508   1,410 1,610 SH   SOLE   1,610 0 0
I H S Inc Common Stock 451734107   11 100 SH   SOLE   100 0 0
IHS INC Common Stock 451734107   5,709 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTALEXCHANGE INC C Common Stock 45865V100   6,713 37,000 SH   SOLE   37,000 0 0
Intrcontinental Exchange Common Stock 45865V100   10 55 SH   SOLE   55 0 0
IPG PHOTONICS CORP Common Stock 44980X109   5,631 100,000 SH   SOLE   100,000 0 0
Ipg Photonics Corp Common Stock 44980X109   916 16,249 SH   SOLE   16,249 0 0
ITC HLDGS CORP Common Stock 465685105   7,040 75,000 SH   SOLE   75,000 0 0
Itc Holdings Corp Common Stock 465685105   885 9,430 SH   SOLE   9,430 0 0
ITRON INC Common Stock 465741106   4,925 115,000 SH   SOLE   115,000 0 0
Itron Inc New Common Stock 465741106   785 18,334 SH   SOLE   18,334 0 0
Johnson Controls Inc Common Stock 478366107   1,385 33,385 SH   SOLE   33,385 0 0
JOHNSON CTLS INC Common Stock 478366107   5,395 130,000 SH   SOLE   130,000 0 0
JONES LANG LASALLE INC Common Stock 48020Q107   6,548 75,000 SH   SOLE   75,000 0 0
Jones Lang Lasalle Inc Common Stock 48020Q107   11 125 SH   SOLE   125 0 0
Kon Philips Elec Nv Newf Common Stock 500472303   7 210 SH   SOLE   210 0 0
METLIFE INC Common Stock 59156R108   8,216 175,000 SH   SOLE   175,000 0 0
Metlife Inc Common Stock 59156R108   1,090 23,206 SH   SOLE   23,206 0 0
NETAPP INC Common Stock 64110D104   4,901 115,000 SH   SOLE   115,000 0 0
NetApp Common Stock 64110D104   8 180 SH   SOLE   180 0 0
NIKE INC Common Stock 654106103   8,426 116,000 SH   SOLE   116,000 0 0
Nike, Inc. Common Stock 654106103   10 140 SH   SOLE   140 0 0
Novartis A G Spon Adr Common Stock 66987V109   12 150 SH   SOLE   150 0 0
Novo-Nordisk A-S Adr Common Stock 670100205   1,584 9,358 SH   SOLE   9,358 0 0
NUCOR CORP Common Stock 670346105   5,392 110,000 SH   SOLE   110,000 0 0
Nucor Corp Common Stock 670346105   984 20,064 SH   SOLE   20,064 0 0
ORMAT TECHNOLOGIES INC Common Stock 686688102   5,354 200,000 SH   SOLE   200,000 0 0
Ormat Technologies Inc Common Stock 686688102   9 350 SH   SOLE   350 0 0
PRAXAIR INC Common Stock 74005P104   6,011 50,000 SH   SOLE   50,000 0 0
Praxair Inc Common Stock 74005P104   1,017 8,461 SH   SOLE   8,461 0 0
Quanta Services Inc Common Stock 74762E102   739 26,857 SH   SOLE   26,857 0 0
QUANTA SVCS INC Common Stock 74762E102   6,878 250,000 SH   SOLE   250,000 0 0
Roche Hldg Ltd Spon Adrf Common Stock 771195104   1,082 16,022 SH   SOLE   16,022 0 0
Ryder Common Stock 783549108   7 120 SH   SOLE   120 0 0
RYDER SYS INC Common Stock 783549108   4,776 80,000 SH   SOLE   80,000 0 0
S A P Ag Adr Common Stock 803054204   9 120 SH   SOLE   120 0 0
Schwab, Charles Corp. Common Stock 808513105   23 1,094 SH   SOLE   1,094 0 0
Svb Financial Group Inc Common Stock 78486Q101   985 11,410 SH   SOLE   11,410 0 0
SVB FINL GROUP Common Stock 78486Q101   4,621 53,500 SH   SOLE   53,500 0 0
T J X Cos Inc Common Stock 872540109   1,806 32,020 SH   SOLE   32,020 0 0
TAIWAN SEMICONDUCTOR MFG LTD S Common Stock 874039100   5,088 300,000 SH   SOLE   300,000 0 0
Taiwan Semiconductr Adrf Common Stock 874039100   976 57,525 SH   SOLE   57,525 0 0
TENNANT CO Common Stock 880345103   4,960 80,000 SH   SOLE   80,000 0 0
Tennant Company Common Stock 880345103   1,262 20,362 SH   SOLE   20,362 0 0
TJX COS INC NEW Common Stock 872540109   5,921 105,000 SH   SOLE   105,000 0 0
Toronto Dominion Bank Common Stock 891160509   798 8,870 SH   SOLE   8,870 0 0
TRACTOR SUPPLY CO Common Stock 892356106   6,045 90,000 SH   SOLE   90,000 0 0
Tractor Supply Company Common Stock 892356106   1,142 17,000 SH   SOLE   17,000 0 0
Unilever N V Ny Shs Newf Common Stock 904767704   12 305 SH   SOLE   305 0 0
Unilever Plc Adr New Common Stock 904767704   891 23,094 SH   SOLE   23,094 0 0
VODAFONE GROUP PLC NEW Common Stock 92857W209   5,277 150,000 SH   SOLE   150,000 0 0
Vodaphone Group Common Stock 92857W209   8 240 SH   SOLE   240 0 0
Waste Management Common Stock 94106L109   1,012 24,546 SH   SOLE   24,546 0 0
WASTE MGMT INC DEL Common Stock 94106L109   6,805 165,000 SH   SOLE   165,000 0 0
WATERS CORP Common Stock 941848103   6,904 65,000 SH   SOLE   65,000 0 0
Waters Corp Common Stock 941848103   1,211 11,400 SH   SOLE   11,400 0 0