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   216,772,348 1,220,377 SH   SOLE   1,220,377 0 0
ADDUS HOMECARE CORP COM 006739106   563,620 4,495 SH   SOLE   4,495 0 0
ADOBE INC COM 00724F101   37,172,368 83,593 SH   SOLE   83,593 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   488,573 4,228 SH   SOLE   4,228 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   615,044 3,326 SH   SOLE   3,326 0 0
AFLAC INC COM 001055102   247,682,269 2,395,045 SH   SOLE   2,395,045 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   522,423 3,889 SH   SOLE   3,889 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   32,220 380 SH   SOLE   380 0 0
ALPHABET INC CAP STK CL A 02079K305   44,392,294 234,481 SH   SOLE   234,481 0 0
AMAZON COM INC COM 023135106   46,586,454 212,327 SH   SOLE   212,327 0 0
AMERESCO INC CL A 02361E108   9,102,854 387,816 SH   SOLE   387,816 0 0
AMERIPRISE FINL INC COM 03076C106   877,445 1,648 SH   SOLE   1,648 0 0
AMETEK INC COM 031100100   45,761,551 253,861 SH   SOLE   253,861 0 0
AMPHENOL CORP NEW CL A 032095101   42,907,095 617,819 SH   SOLE   617,819 0 0
APPLE INC COM 037833100   42,470,024 169,584 SH   SOLE   169,584 0 0
APPLIED MATLS INC COM 038222105   35,402,702 217,678 SH   SOLE   217,678 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   939,675 5,308 SH   SOLE   5,308 0 0
ARISTA NETWORKS INC COM SHS 040413205   564,519 5,106 SH   SOLE   5,106 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   489,005 11,359 SH   SOLE   11,359 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   20,760 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   198,972 2,360 SH   SOLE   2,360 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,378,482 204,428 SH   SOLE   204,428 0 0
BLACKROCK INC COM 09290D101   270,455,756 263,828 SH   SOLE   263,828 0 0
BLACKSTONE INC COM 09260D107   842,617 4,887 SH   SOLE   4,887 0 0
BROADCOM INC COM 11135F101   264,372,764 1,139,761 SH   SOLE   1,139,761 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   521,964 1,737 SH   SOLE   1,737 0 0
CANADIAN NAT RES LTD COM 136385101   10,671,300 347,618 SH   SOLE   347,618 0 0
CANADIAN SOLAR INC COM 136635109   8,138,648 731,812 SH   SOLE   731,812 0 0
CARLYLE GROUP INC COM 14316J108   692,672 13,719 SH   SOLE   13,719 0 0
CENOVUS ENERGY INC COM 15135U109   8,770,526 582,046 SH   SOLE   582,046 0 0
CHEVRON CORP NEW COM 166764100   16,833,139 116,571 SH   SOLE   116,571 0 0
CISCO SYS INC COM 17275R102   262,912,460 4,441,557 SH   SOLE   4,441,557 0 0
CME GROUP INC COM 12572Q105   240,361,335 1,035,213 SH   SOLE   1,035,213 0 0
COCA COLA CO COM 191216100   200,581,011 3,222,386 SH   SOLE   3,222,386 0 0
CONOCOPHILLIPS COM 20825C104   13,782,576 139,674 SH   SOLE   139,674 0 0
DANAHER CORPORATION COM 235851102   37,493,166 163,336 SH   SOLE   163,336 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,309,071 224,541 SH   SOLE   224,541 0 0
DIAMONDBACK ENERGY INC COM 25278X109   10,508,812 64,422 SH   SOLE   64,422 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   563,679 7,614 SH   SOLE   7,614 0 0
EMERSON ELEC CO COM 291011104   238,473,253 1,924,171 SH   SOLE   1,924,171 0 0
ENBRIDGE INC COM 29250N105   10,868,364 256,654 SH   SOLE   256,654 0 0
ENPHASE ENERGY INC COM 29355A107   7,402,081 107,739 SH   SOLE   107,739 0 0
ENTEGRIS INC COM 29362U104   503,182 5,079 SH   SOLE   5,079 0 0
EOG RES INC COM 26875P101   11,335,065 92,847 SH   SOLE   92,847 0 0
EXXON MOBIL CORP COM 30231G102   15,779,689 147,299 SH   SOLE   147,299 0 0
FIRST SOLAR INC COM 336433107   16,134,268 91,536 SH   SOLE   91,536 0 0
FORTIVE CORP COM 34959J108   528,030 7,041 SH   SOLE   7,041 0 0
FRANKLIN RESOURCES INC COM 354613101   374,493 18,457 SH   SOLE   18,457 0 0
GALLAGHER ARTHUR J & CO COM 363576109   238,723,228 841,026 SH   SOLE   841,026 0 0
GENTHERM INC COM 37253A103   9,511,411 238,271 SH   SOLE   238,271 0 0
HALLIBURTON CO COM 406216101   8,348,980 307,773 SH   SOLE   307,773 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   2,787,294 300,241 SH   SOLE   300,241 0 0
HENRY JACK & ASSOC INC COM 426281101   551,938 3,149 SH   SOLE   3,149 0 0
HUBBELL INC COM 443510607   25,062,263 59,832 SH   SOLE   59,832 0 0
IDEX CORP COM 45167R104   503,859 2,408 SH   SOLE   2,408 0 0
ILLINOIS TOOL WKS INC COM 452308109   214,265,092 844,926 SH   SOLE   844,926 0 0
IMPERIAL OIL LTD COM NEW 453038408   10,172,994 165,466 SH   SOLE   165,466 0 0
INSTALLED BLDG PRODS INC COM 45780R101   14,110,600 80,524 SH   SOLE   80,524 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   40,724,486 273,299 SH   SOLE   273,299 0 0
INTUIT COM 461202103   42,332,756 67,354 SH   SOLE   67,354 0 0
ITRON INC COM 465741106   20,966,462 193,085 SH   SOLE   193,085 0 0
JD.COM INC SPON ADS CL A 47215P106   112,331 3,240 SH   SOLE   3,240 0 0
JOHNSON & JOHNSON COM 478160104   201,433,055 1,393,460 SH   SOLE   1,393,460 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   506,493 3,153 SH   SOLE   3,153 0 0
KINDER MORGAN INC DEL COM 49456B101   12,595,024 460,034 SH   SOLE   460,034 0 0
KKR & CO INC COM 48251W104   856,251 5,789 SH   SOLE   5,789 0 0
KLA CORP COM NEW 482480100   35,757,122 56,744 SH   SOLE   56,744 0 0
LAM RESEARCH CORP COM NEW 512807306   34,824,504 482,156 SH   SOLE   482,156 0 0
MASTERCARD INCORPORATED CL A 57636Q104   47,745,776 90,678 SH   SOLE   90,678 0 0
META PLATFORMS INC CL A 30303M102   42,011,662 71,745 SH   SOLE   71,745 0 0
MICROSOFT CORP COM 594918104   233,683,114 554,292 SH   SOLE   554,292 0 0
MONDELEZ INTL INC CL A 609207105   183,062,408 3,065,411 SH   SOLE   3,065,411 0 0
MONOLITHIC PWR SYS INC COM 609839105   527,036 890 SH   SOLE   890 0 0
NASDAQ INC COM 631103108   839,509 10,859 SH   SOLE   10,859 0 0
NETEASE INC SPONSORED ADS 64110W102   7,807,698 87,521 SH   SOLE   87,521 0 0
NETFLIX INC COM 64110L106   43,297,974 48,572 SH   SOLE   48,572 0 0
NEXTERA ENERGY INC COM 65339F101   24,698,282 344,522 SH   SOLE   344,522 0 0
NVIDIA CORPORATION COM 67066G104   47,520,022 353,757 SH   SOLE   353,757 0 0
ON SEMICONDUCTOR CORP COM 682189105   16,629,336 263,733 SH   SOLE   263,733 0 0
ORMAT TECHNOLOGIES INC COM 686688102   17,986,595 265,567 SH   SOLE   265,567 0 0
OTIS WORLDWIDE CORP COM 68902V107   180,364,886 1,947,756 SH   SOLE   1,947,756 0 0
OWENS CORNING NEW COM 690742101   19,115,126 112,242 SH   SOLE   112,242 0 0
PAYCHEX INC COM 704326107   231,295,094 1,649,758 SH   SOLE   1,649,758 0 0
PEPSICO INC COM 713448108   188,030,953 1,236,788 SH   SOLE   1,236,788 0 0
PRICE T ROWE GROUP INC COM 74144T108   426,349 3,770 SH   SOLE   3,770 0 0
PROCTER AND GAMBLE CO COM 742718109   209,182,150 1,247,990 SH   SOLE   1,247,990 0 0
QUALCOMM INC COM 747525103   7,009,945 45,631 SH   SOLE   45,631 0 0
RAYMOND JAMES FINL INC COM 754730109   686,248 4,418 SH   SOLE   4,418 0 0
REVVITY INC COM 714046109   509,291 4,564 SH   SOLE   4,564 0 0
ROPER TECHNOLOGIES INC COM 776696106   36,543,538 70,298 SH   SOLE   70,298 0 0
SALESFORCE INC COM 79466L302   42,312,391 126,554 SH   SOLE   126,554 0 0
SCHLUMBERGER LTD COM STK 806857108   9,092,530 237,982 SH   SOLE   237,982 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   439,921 4,962 SH   SOLE   4,962 0 0
SMITH A O CORP COM 831865209   513,571 7,531 SH   SOLE   7,531 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,033,154 75,973 SH   SOLE   75,973 0 0
STATE STR CORP COM 857477103   755,166 7,694 SH   SOLE   7,694 0 0
SUNCOR ENERGY INC NEW COM 867224107   11,989,704 337,091 SH   SOLE   337,091 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   75,608,759 382,239 SH   SOLE   382,239 0 0
TERADYNE INC COM 880770102   568,760 4,516 SH   SOLE   4,516 0 0
TETRA TECH INC NEW COM 88162G103   509,421 12,789 SH   SOLE   12,789 0 0
TEXAS INSTRS INC COM 882508104   190,944,121 1,018,305 SH   SOLE   1,018,305 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   37,330,665 71,763 SH   SOLE   71,763 0 0
TPI COMPOSITES INC COM 87266J104   515,150 272,779 SH   SOLE   272,779 0 0
VALERO ENERGY CORP COM 91913Y100   11,483,701 94,227 SH   SOLE   94,227 0 0
VISA INC COM CL A 92826C839   44,620,326 141,193 SH   SOLE   141,193 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   514,636 1,333 SH   SOLE   1,333 0 0