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 INCORPORATED COM 00724F101 1,163 2,478 PRN   SOLE   2,478 0 0
ADVANCED MICRO DEVICES INC COM 007903107 971 17,176 PRN   SOLE   17,176 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,989 34,861 PRN   SOLE   34,861 0 0
ALLETE INC COM NEW 018522300 2,139 36,750 PRN   SOLE   36,750 0 0
ALLIANT ENERGY CORP COM 018802108 3,015 58,949 PRN   SOLE   58,949 0 0
AMAZON COM INC COM 023135106 2,373 817 PRN   SOLE   817 0 0
AMEREN CORP COM 023608102 2,998 39,873 PRN   SOLE   39,873 0 0
AMERICAN ELEC PWR CO INC COM 025537101 2,971 34,902 PRN   SOLE   34,902 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,672 6,120 PRN   SOLE   6,120 0 0
ANALOG DEVICES INC COM 032654105 1,005 7,623 PRN   SOLE   7,623 0 0
ANAPLAN INC COM 03272L108 1,011 21,152 PRN   SOLE   21,152 0 0
APPLIED MATLS INC COM 038222105 1,038 15,977 PRN   SOLE   15,977 0 0
AUTODESK INC COM 052769106 1,253 5,025 PRN   SOLE   5,025 0 0
BAOZUN INC SPONSORED ADR 06684L103 3,742 91,751 PRN   SOLE   91,751 0 0
BILIBILI INC SPONS ADS REP Z 090040106 3,296 67,071 PRN   SOLE   67,071 0 0
BURLINGTON STORES INC COM 122017106 2,308 10,871 PRN   SOLE   10,871 0 0
CANADIAN NATL RY CO COM 136375102 527 5,562 PRN   SOLE   5,562 0 0
CANADIAN PAC RY LTD COM 13645T100 710 2,605 PRN   SOLE   2,605 0 0
CANADIAN SOLAR INC COM 136635109 1,546 72,702 PRN   SOLE   72,702 0 0
CASELLA WASTE SYS INC CL A 147448104 613 11,141 PRN   SOLE   11,141 0 0
CENTRAL GARDEN & PET CO COM 153527106 707 18,592 PRN   SOLE   18,592 0 0
CF INDS HLDGS INC COM 125269100 9,271 306,031 PRN   SOLE   306,031 0 0
CHEWY INC CL A 16679L109 8,405 176,139 PRN   SOLE   176,139 0 0
CLEAN HARBORS INC COM 184496107 646 10,151 PRN   SOLE   10,151 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,035 12,712 PRN   SOLE   12,712 0 0
CONSOLIDATED EDISON INC COM 209115104 3,308 43,040 PRN   SOLE   43,040 0 0
CORESITE RLTY CORP COM 21870Q105 1,188 9,343 PRN   SOLE   9,343 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,725 8,337 PRN   SOLE   8,337 0 0
COUPA SOFTWARE INC COM 22266L106 1,289 4,483 PRN   SOLE   4,483 0 0
COVANTA HLDG CORP COM 22282E102 435 43,258 PRN   SOLE   43,258 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,644 9,302 PRN   SOLE   9,302 0 0
CSX CORP COM 126408103 501 6,717 PRN   SOLE   6,717 0 0
CYRUSONE INC COM 23283R100 1,505 19,573 PRN   SOLE   19,573 0 0
DARLING INGREDIENTS INC COM 237266101 321 12,288 PRN   SOLE   12,288 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 945 173,115 PRN   SOLE   173,115 0 0
DIAMOND S SHIPPING INC COM Y20676105 421 49,549 PRN   SOLE   49,549 0 0
DIGITAL RLTY TR INC COM 253868103 2,738 18,218 PRN   SOLE   18,218 0 0
DOCUSIGN INC COM 256163106 1,443 8,103 PRN   SOLE   8,103 0 0
DOLLAR GEN CORP NEW COM 256677105 4,776 23,257 PRN   SOLE   23,257 0 0
DOMINION ENERGY INC COM 25746U109 2,711 31,351 PRN   SOLE   31,351 0 0
DUKE REALTY CORP COM NEW 264411505 1,617 43,755 PRN   SOLE   43,755 0 0
EASTGROUP PPTYS INC COM 277276101 1,646 13,190 PRN   SOLE   13,190 0 0
ECOLAB INC COM 278865100 1,120 5,458 PRN   SOLE   5,458 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 3,513 154,281 PRN   SOLE   154,281 0 0
ENPHASE ENERGY INC COM 29355A107 1,513 29,833 PRN   SOLE   29,833 0 0
ENTEGRIS INC COM 29362U104 638 10,052 PRN   SOLE   10,052 0 0
EQUINIX INC COM 29444U700 1,847 2,506 PRN   SOLE   2,506 0 0
EVERGY INC COM 30034W106 1,293 20,414 PRN   SOLE   20,414 0 0
EVERSOURCE ENERGY COM 30040W108 5,112 57,805 PRN   SOLE   57,805 0 0
FACTSET RESH SYS INC COM 303075105 261 984 PRN   SOLE   984 0 0
FIRST INDL RLTY TR INC COM 32054K103 914 21,447 PRN   SOLE   21,447 0 0
FIRST SOLAR INC COM 336433107 3,832 72,226 PRN   SOLE   72,226 0 0
FIVE BELOW INC COM 33829M101 2,012 17,459 PRN   SOLE   17,459 0 0
FORTINET INC COM 34959E109 1,141 8,057 PRN   SOLE   8,057 0 0
FRANCO NEV CORP COM 351858105 9,458 63,494 PRN   SOLE   63,494 0 0
FRESHPET INC COM 358039105 2,422 27,277 PRN   SOLE   27,277 0 0
FRONTLINE LTD SHS NEW G3682E192 615 82,828 PRN   SOLE   82,828 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,330 15,141 PRN   SOLE   15,141 0 0
GOLAR LNG LTD SHS G9456A100 1,989 254,975 PRN   SOLE   254,975 0 0
HESKA CORP COM RESTRC NEW 42805E306 278 2,820 PRN   SOLE   2,820 0 0
HUBSPOT INC COM 443573100 2,032 8,651 PRN   SOLE   8,651 0 0
HUYA INC ADS REP SHS A 44852D108 2,208 111,599 PRN   SOLE   111,599 0 0
IDEXX LABS INC COM 45168D104 8,432 24,161 PRN   SOLE   24,161 0 0
INTEL CORP COM 458140100 1,992 30,973 PRN   SOLE   30,973 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 226 3,058 PRN   SOLE   3,058 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 584 33,594 PRN   SOLE   33,594 0 0
JD.COM INC SPON ADR CL A 47215P106 3,970 61,420 PRN   SOLE   61,420 0 0
JOYY INC ADS REPSTG COM A 46591M109 2,330 24,560 PRN   SOLE   24,560 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 334 2,091 PRN   SOLE   2,091 0 0
KLA CORP COM NEW 482480100 1,013 4,845 PRN   SOLE   4,845 0 0
LAM RESEARCH CORP COM 512807108 1,419 4,080 PRN   SOLE   4,080 0 0
LOUISIANA PAC CORP COM 546347105 1,067 40,124 PRN   SOLE   40,124 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 338 8,973 PRN   SOLE   8,973 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,018 15,622 PRN   SOLE   15,622 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,021 9,015 PRN   SOLE   9,015 0 0
MICRON TECHNOLOGY INC COM 595112103 1,692 30,552 PRN   SOLE   30,552 0 0
MICROSOFT CORP COM 594918104 1,888 8,867 PRN   SOLE   8,867 0 0
MKS INSTRS INC COM 55306N104 703 5,775 PRN   SOLE   5,775 0 0
MOMO INC ADR 60879B107 2,125 114,588 PRN   SOLE   114,588 0 0
MONGODB INC CL A 60937P106 703 2,881 PRN   SOLE   2,881 0 0
NEOGEN CORP COM 640491106 1,460 17,720 PRN   SOLE   17,720 0 0
NETEASE INC SPONSORED ADS 64110W102 2,409 5,285 PRN   SOLE   5,285 0 0
NEXTERA ENERGY INC COM 65339F101 4,409 17,178 PRN   SOLE   17,178 0 0
NORFOLK SOUTHN CORP COM 655844108 302 1,388 PRN   SOLE   1,388 0 0
NORTHWESTERN CORP COM NEW 668074305 1,107 18,993 PRN   SOLE   18,993 0 0
NUTRIEN LTD COM 67077M108 2,690 77,039 PRN   SOLE   77,039 0 0
NVIDIA CORPORATION COM 67066G104 1,755 4,296 PRN   SOLE   4,296 0 0
OGE ENERGY CORP COM 670837103 2,884 88,834 PRN   SOLE   88,834 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 2,479 23,548 PRN   SOLE   23,548 0 0
PALO ALTO NETWORKS INC COM 697435105 878 3,544 PRN   SOLE   3,544 0 0
PETIQ INC COM CL A 71639T106 1,100 29,747 PRN   SOLE   29,747 0 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 316 11,184 PRN   SOLE   11,184 0 0
PINDUODUO INC SPONSORED ADS 722304102 3,833 41,570 PRN   SOLE   41,570 0 0
PINNACLE WEST CAP CORP COM 723484101 2,898 36,999 PRN   SOLE   36,999 0 0
PNM RES INC COM 69349H107 3,030 73,672 PRN   SOLE   73,672 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 2,102 47,154 PRN   SOLE   47,154 0 0
POTLATCHDELTIC CORPORATION COM 737630103 1,843 45,066 PRN   SOLE   45,066 0 0
PPG INDS INC COM 693506107 2,424 21,149 PRN   SOLE   21,149 0 0
PROLOGIS INC. COM 74340W103 2,573 24,920 PRN   SOLE   24,920 0 0
QTS RLTY TR INC COM CL A 74736A103 1,641 24,523 PRN   SOLE   24,523 0 0
RAPID7 INC COM 753422104 854 15,824 PRN   SOLE   15,824 0 0
RAYONIER INC COM 754907103 2,294 89,226 PRN   SOLE   89,226 0 0
REPUBLIC SVCS INC COM 760759100 1,425 16,420 PRN   SOLE   16,420 0 0
REXFORD INDL RLTY INC COM 76169C100 1,193 25,889 PRN   SOLE   25,889 0 0
ROSS STORES INC COM 778296103 4,556 49,578 PRN   SOLE   49,578 0 0
ROYAL GOLD INC COM 780287108 4,755 35,846 PRN   SOLE   35,846 0 0
RPM INTL INC COM 749685103 1,900 23,425 PRN   SOLE   23,425 0 0
S&P GLOBAL INC COM 78409V104 307 1,157 PRN   SOLE   1,157 0 0
SALESFORCE COM INC COM 79466L302 2,560 13,095 PRN   SOLE   13,095 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 1,795 173,756 PRN   SOLE   173,756 0 0
SAP SE SPON ADR 803054204 1,873 12,714 PRN   SOLE   12,714 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,584 5,053 PRN   SOLE   5,053 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,227 90,034 PRN   SOLE   90,034 0 0
SEMPRA ENERGY COM 816851109 4,329 34,535 PRN   SOLE   34,535 0 0
SERVICENOW INC COM 81762P102 1,653 3,784 PRN   SOLE   3,784 0 0
SHERWIN WILLIAMS CO COM 824348106 4,336 6,943 PRN   SOLE   6,943 0 0
SHOPIFY INC CL A 82509L107 769 823 PRN   SOLE   823 0 0
SMARTSHEET INC COM CL A 83200N103 1,555 28,922 PRN   SOLE   28,922 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,607 10,790 PRN   SOLE   10,790 0 0
SPLUNK INC COM 848637104 1,771 8,265 PRN   SOLE   8,265 0 0
STAG INDL INC COM 85254J102 1,731 56,463 PRN   SOLE   56,463 0 0
SUNRUN INC COM 86771W105 1,045 48,379 PRN   SOLE   48,379 0 0
SWITCH INC CL A 87105L104 891 47,311 PRN   SOLE   47,311 0 0
TEEKAY TANKERS LTD CL A Y8565N300 871 63,868 PRN   SOLE   63,868 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 831 58,185 PRN   SOLE   58,185 0 0
TERADYNE INC COM 880770102 1,103 12,144 PRN   SOLE   12,144 0 0
TERRENO RLTY CORP COM 88146M101 1,368 24,722 PRN   SOLE   24,722 0 0
TEXAS INSTRS INC COM 882508104 1,687 12,361 PRN   SOLE   12,361 0 0
TJX COS INC NEW COM 872540109 4,681 85,875 PRN   SOLE   85,875 0 0
TRUPANION INC COM 898202106 850 18,768 PRN   SOLE   18,768 0 0
TYLER TECHNOLOGIES INC COM 902252105 811 2,168 PRN   SOLE   2,168 0 0
UNION PAC CORP COM 907818108 863 4,778 PRN   SOLE   4,778 0 0
VEEVA SYS INC CL A COM 922475108 880 3,629 PRN   SOLE   3,629 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 1,774 84,603 PRN   SOLE   84,603 0 0
WASTE MGMT INC DEL COM 94106L109 715 5,379 PRN   SOLE   5,379 0 0
WEC ENERGY GROUP INC COM 92939U106 2,433 26,075 PRN   SOLE   26,075 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 2,526 108,538 PRN   SOLE   108,538 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 7,108 151,272 PRN   SOLE   151,272 0 0
WORKDAY INC CL A 98138H101 1,787 9,067 PRN   SOLE   9,067 0 0
XILINX INC COM 983919101 1,059 10,007 PRN   SOLE   10,007 0 0
ZENDESK INC COM 98936J101 2,084 22,552 PRN   SOLE   22,552 0 0
ZOETIS INC CL A 98978V103 8,081 55,999 PRN   SOLE   55,999 0 0