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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INC Common Stock 00724F101 6,254 86,425 SH   SOLE   86,425 0 0
Adobe Systems Inc Common Stock 00724F101 1,231 17,015 SH   SOLE   17,015 0 0
ANSYS INC Common Stock 03662Q105 6,066 80,000 SH   SOLE   80,000 0 0
ANSYS Inc Common Stock 03662Q105 1,000 13,188 SH   SOLE   13,188 0 0
APPLE INC Common Stock 037833100 8,357 89,929 SH   SOLE   89,929 0 0
Apple Inc Common Stock 037833100 1,176 12,657 SH   SOLE   12,657 0 0
Banco Bradesco SA ADR Common Stock 059460303 65 4,489 SH   SOLE   4,489 0 0
BANCO BRADESCO-ADR Common Stock 059460303 5,808 400,000 SH   SOLE   400,000 0 0
Banco Santander Sa Adr Common Stock 05964H105 72 6,888 SH   SOLE   6,888 0 0
BIOGEN IDEC INC Common Stock 09062X103 5,676 18,000 SH   SOLE   18,000 0 0
Biogen Idec Inc Common Stock 09062X103 1,276 4,046 SH   SOLE   4,046 0 0
CANADIAN PACIFIC RAILWAY LTD Common Stock 13645T100 7,133 39,300 SH   SOLE   39,300 0 0
Canadian Pacific Railway Ltd Common Stock 13645T100 74 411 SH   SOLE   411 0 0
DARLING INGREDIENTS INC Common Stock 237266101 6,289 300,923 SH   SOLE   300,923 0 0
Darling International Inc Common Stock 237266101 1,077 51,541 SH   SOLE   51,541 0 0
EATON CORP PLC Common Stock G29183103 5,577 72,266 SH   SOLE   72,266 0 0
Eaton Corporation PLC Common Stock G29183103 1,091 14,142 SH   SOLE   14,142 0 0
EBAY INC Common Stock 278642103 6,532 130,481 SH   SOLE   130,481 0 0
eBay Inc Common Stock 278642103 1,039 20,747 SH   SOLE   20,747 0 0
Ericsson ADR Common Stock 294821608 959 79,370 SH   SOLE   79,370 0 0
FIRST SOLAR INC Common Stock 336433107 6,680 94,000 SH   SOLE   94,000 0 0
First Solar Inc Common Stock 336433107 82 1,153 SH   SOLE   1,153 0 0
Fluor Corp Common Stock 343412102 5 62 SH   SOLE   62 0 0
GENERAC HOLDINGS INC Common Stock 368736104 6,336 130,000 SH   SOLE   130,000 0 0
Generac Holdings Inc Common Stock 368736104 1,250 25,637 SH   SOLE   25,637 0 0
Google Inc CL A Common Stock 38259P508 862 1,474 SH   SOLE   1,474 0 0
Google Inc CL C Common Stock 38259P706 848 1,474 SH   SOLE   1,474 0 0
GOOGLE INC-CL A Common Stock 38259P508 9,939 17,000 SH   SOLE   17,000 0 0
GOOGLE INC-CL C Common Stock 38259P706 6,903 12,000 SH   SOLE   12,000 0 0
Hannon Armstrong Sust In Common Stock 41068X100 66 4,628 SH   SOLE   4,628 0 0
HANNON ARMSTRONG SUSTAINABLE Common Stock 41068X100 4,039 281,686 SH   SOLE   281,686 0 0
IHS Inc Common Stock 451734107 80 588 SH   SOLE   588 0 0
IHS INC-CLASS A Common Stock 451734107 6,809 50,185 SH   SOLE   50,185 0 0
INTERCONTINENTAL EXCHANGE IN Common Stock 45866F104 7,015 37,136 SH   SOLE   37,136 0 0
IntercontinentalExchange Inc Common Stock 45866F104 866 4,585 SH   SOLE   4,585 0 0
IPG PHOTONICS CORP Common Stock 44980X109 6,905 100,369 SH   SOLE   100,369 0 0
IPG Photonics Corp Common Stock 44980X109 1,201 17,457 SH   SOLE   17,457 0 0
ITC HOLDINGS CORP Common Stock 465685105 6,275 172,000 SH   SOLE   172,000 0 0
ITC Holdings Corp Common Stock 465685105 1,147 31,451 SH   SOLE   31,451 0 0
JOHNSON CONTROLS INC Common Stock 478366107 6,515 130,481 SH   SOLE   130,481 0 0
Johnson Controls Inc Common Stock 478366107 1,501 30,066 SH   SOLE   30,066 0 0
JONES LANG LASALLE INC Common Stock 48020Q107 6,572 52,000 SH   SOLE   52,000 0 0
Jones Lang LaSalle Inc Common Stock 48020Q107 1,395 11,035 SH   SOLE   11,035 0 0
Koninklijke Philips NV ADR Common Stock 500472303 56 1,757 SH   SOLE   1,757 0 0
METLIFE INC Common Stock 59156R108 9,759 175,646 SH   SOLE   175,646 0 0
Metlife Inc Common Stock 59156R108 1,387 24,973 SH   SOLE   24,973 0 0
National Grid Plc Adr Common Stock 636274300 70 938 SH   SOLE   938 0 0
Nike Inc Common Stock 654106103 93 1,195 SH   SOLE   1,195 0 0
NIKE INC -CL B Common Stock 654106103 7,755 100,000 SH   SOLE   100,000 0 0
Novo Nordisk A/S ADR Common Stock 670100205 1,743 37,740 SH   SOLE   37,740 0 0
ORMAT TECHNOLOGIES INC Common Stock 686688102 5,787 200,738 SH   SOLE   200,738 0 0
Ormat Technologies Inc Common Stock 686688102 80 2,790 SH   SOLE   2,790 0 0
PRAXAIR INC Common Stock 74005P104 6,667 50,185 SH   SOLE   50,185 0 0
Praxair Inc Common Stock 74005P104 1,194 8,992 SH   SOLE   8,992 0 0
QUALCOMM INC Common Stock 747525103 7,524 95,000 SH   SOLE   95,000 0 0
Qualcomm Inc. Common Stock 747525103 847 10,698 SH   SOLE   10,698 0 0
QUANTA SERVICES INC Common Stock 74762E102 6,916 200,000 SH   SOLE   200,000 0 0
Quanta Services Inc Common Stock 74762E102 1,116 32,282 SH   SOLE   32,282 0 0
RYDER SYSTEM INC Common Stock 783549108 6,607 75,000 SH   SOLE   75,000 0 0
Ryder Systems Inc Common Stock 783549108 1,193 13,547 SH   SOLE   13,547 0 0
SAP AG ADR Common Stock 803054204 80 1,040 SH   SOLE   1,040 0 0
Siemens A G Adr Common Stock 826197501 72 547 SH   SOLE   547 0 0
STRATASYS LTD Common Stock M85548101 5,113 45,000 SH   SOLE   45,000 0 0
Stratasys Ltd Common Stock M85548101 936 8,241 SH   SOLE   8,241 0 0
SUNOPTA INC Common Stock 8676EP108 7,056 500,000 SH   SOLE   500,000 0 0
Sunopta Inc Common Stock 8676EP108 1,461 103,766 SH   SOLE   103,766 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 6,262 53,698 SH   SOLE   53,698 0 0
SVB Financial Group Common Stock 78486Q101 1,435 12,308 SH   SOLE   12,308 0 0
Taiwan Semiconductor Manufactu Common Stock 874039100 1,286 60,126 SH   SOLE   60,126 0 0
TAIWAN SEMICONDUCTOR-SP ADR Common Stock 874039100 7,510 351,107 SH   SOLE   351,107 0 0
TENNANT CO Common Stock 880345103 7,189 94,196 SH   SOLE   94,196 0 0
Tennant Company Common Stock 880345103 1,606 21,046 SH   SOLE   21,046 0 0
TJX COMPANIES INC Common Stock 872540109 7,515 141,387 SH   SOLE   141,387 0 0
TJX Companies Inc Common Stock 872540109 1,383 26,019 SH   SOLE   26,019 0 0
TORONTO-DOMINION BANK Common Stock 891160509 9,110 176,650 SH   SOLE   176,650 0 0
Toronto-Dominion Bank Common Stock 891160509 1,053 20,485 SH   SOLE   20,485 0 0
TRACTOR SUPPLY COMPANY Common Stock 892356106 5,456 90,332 SH   SOLE   90,332 0 0
Tractor Supply Company Common Stock 892356106 1,041 17,236 SH   SOLE   17,236 0 0
Verizon Communications Common Stock 92343V104 1,470 30,034 SH   SOLE   30,034 0 0
VERIZON COMMUNICATIONS INC Common Stock 92343V104 7,809 159,595 SH   SOLE   159,595 0 0
Visa Inc Common Stock 92826C839 1,124 5,334 SH   SOLE   5,334 0 0
VISA INC-CLASS A SHARES Common Stock 92826C839 6,321 30,000 SH   SOLE   30,000 0 0
Vodafone Group PLC ADR Common Stock 92857W308 58 1,738 SH   SOLE   1,738 0 0
VODAFONE GROUP PLC-SP ADR Common Stock 92857W308 4,411 132,120 SH   SOLE   132,120 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 6,396 143,000 SH   SOLE   143,000 0 0
Waste Management Inc Common Stock 94106L109 1,092 24,413 SH   SOLE   24,413 0 0
WATERS CORP Common Stock 941848103 5,744 55,000 SH   SOLE   55,000 0 0
Waters Corp Common Stock 941848103 1,253 11,994 SH   SOLE   11,994 0 0
Westpac Banking ADR Common Stock 961214301 83 2,593 SH   SOLE   2,593 0 0