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
ABBVIE INC COM 00287Y109 887 5,793 SH   SOLE   5,793 0 0
ACUITYADS HLDGS INC COM 00510L106 28 12,025 SH   SOLE   12,025 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,998 10,923 SH   SOLE   10,923 0 0
AFLAC INC COM 001055102 762 13,773 SH   SOLE   13,773 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,364 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305 5,058 2,321 SH   SOLE   2,321 0 0
ALPHABET INC CAP STK CL C 02079K107 429 196 SH   SOLE   196 0 0
AMAZON COM INC COM 023135106 4,052 38,152 SH   SOLE   38,152 0 0
AMERESCO INC CL A 02361E108 897 19,670 SH   SOLE   19,670 0 0
AMPHENOL CORP NEW CL A 032095101 5,674 88,125 SH   SOLE   88,125 0 0
ANALOG DEVICES INC COM 032654105 399 2,730 SH   SOLE   2,730 0 0
APPLE INC COM 037833100 4,576 33,467 SH   SOLE   33,467 0 0
APPLIED MATLS INC COM 038222105 4,573 50,265 SH   SOLE   50,265 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 665 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108 2,313 15,550 SH   SOLE   15,550 0 0
BAKER HUGHES COMPANY CL A 05722G100 277 9,599 SH   SOLE   9,599 0 0
BLACKROCK INC COM 09247X101 499 820 SH   SOLE   820 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,322 69,120 SH   SOLE   69,120 0 0
BROADCOM INC COM 11135F101 1,166 2,401 SH   SOLE   2,401 0 0
CANADIAN NAT RES LTD COM 136385101 572 10,640 SH   SOLE   10,640 0 0
CANADIAN SOLAR INC COM 136635109 997 32,006 SH   SOLE   32,006 0 0
CENOVUS ENERGY INC COM 15135U109 609 32,025 SH   SOLE   32,025 0 0
CHEVRON CORP NEW COM 166764100 902 6,231 SH   SOLE   6,231 0 0
CISCO SYS INC COM 17275R102 508 11,910 SH   SOLE   11,910 0 0
CME GROUP INC COM 12572Q105 599 2,925 SH   SOLE   2,925 0 0
COMCAST CORP NEW CL A 20030N101 4,448 113,354 SH   SOLE   113,354 0 0
CONOCOPHILLIPS COM 20825C104 690 7,679 SH   SOLE   7,679 0 0
CRITEO S A SPONS ADS 226718104 61 2,500 SH   SOLE   2,500 0 0
DANA INC COM 235825205 261 18,578 SH   SOLE   18,578 0 0
DANAHER CORPORATION COM 235851102 5,178 20,423 SH   SOLE   20,423 0 0
DEVON ENERGY CORP NEW COM 25179M103 621 11,266 SH   SOLE   11,266 0 0
DIAMONDBACK ENERGY INC COM 25278X109 581 4,794 SH   SOLE   4,794 0 0
DIGITAL TURBINE INC COM NEW 25400W102 31 1,770 SH   SOLE   1,770 0 0
ENBRIDGE INC COM 29250N105 520 12,312 SH   SOLE   12,312 0 0
ENPHASE ENERGY INC COM 29355A107 791 4,052 SH   SOLE   4,052 0 0
EOG RES INC COM 26875P101 579 5,247 SH   SOLE   5,247 0 0
EXXON MOBIL CORP COM 30231G102 940 10,982 SH   SOLE   10,982 0 0
FIRST SOLAR INC COM 336433107 1,101 16,150 SH   SOLE   16,150 0 0
GALLAGHER ARTHUR J & CO COM 363576109 779 4,779 SH   SOLE   4,779 0 0
GENTHERM INC COM 37253A103 1,382 22,145 SH   SOLE   22,145 0 0
HALLIBURTON CO COM 406216101 277 8,839 SH   SOLE   8,839 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 78 25,043 SH   SOLE   25,043 0 0
HUBBELL INC COM 443510607 1,321 7,399 SH   SOLE   7,399 0 0
HUBSPOT INC COM 443573100 48 160 SH   SOLE   160 0 0
ILLINOIS TOOL WKS INC COM 452308109 494 2,709 SH   SOLE   2,709 0 0
IMPERIAL OIL LTD COM NEW 453038408 608 12,891 SH   SOLE   12,891 0 0
INTEL CORP COM 458140100 303 8,092 SH   SOLE   8,092 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,010 53,279 SH   SOLE   53,279 0 0
INTUIT COM 461202103 5,012 13,003 SH   SOLE   13,003 0 0
ITRON INC COM 465741106 751 15,190 SH   SOLE   15,190 0 0
JD.COM INC SPON ADR CL A 47215P106 2,530 39,400 SH   SOLE   39,400 0 0
JOHNSON & JOHNSON COM 478160104 653 3,679 SH   SOLE   3,679 0 0
KINDER MORGAN INC DEL COM 49456B101 398 23,745 SH   SOLE   23,745 0 0
KLA CORP COM NEW 482480100 5,711 17,898 SH   SOLE   17,898 0 0
LAM RESEARCH CORP COM 512807108 4,518 10,601 SH   SOLE   10,601 0 0
LEAR CORP COM NEW 521865204 308 2,450 SH   SOLE   2,450 0 0
LIVERAMP HLDGS INC COM 53815P108 37 1,430 SH   SOLE   1,430 0 0
MAGNITE INC COM 55955D100 34 3,790 SH   SOLE   3,790 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,582 17,693 SH   SOLE   17,693 0 0
META PLATFORMS INC CL A 30303M102 4,880 30,261 SH   SOLE   30,261 0 0
MICROSOFT CORP COM 594918104 6,254 24,354 SH   SOLE   24,354 0 0
NETEASE INC SPONSORED ADS 64110W102 2,529 27,091 SH   SOLE   27,091 0 0
NEXTERA ENERGY INC COM 65339F101 1,504 19,421 SH   SOLE   19,421 0 0
NIKE INC CL B 654106103 4,372 42,783 SH   SOLE   42,783 0 0
NVIDIA CORPORATION COM 67066G104 3,717 24,518 SH   SOLE   24,518 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,720 34,194 SH   SOLE   34,194 0 0
ORMAT TECHNOLOGIES INC COM 686688102 1,101 14,055 SH   SOLE   14,055 0 0
OTIS WORLDWIDE CORP COM 68902V107 627 8,873 SH   SOLE   8,873 0 0
PAYCHEX INC COM 704326107 692 6,081 SH   SOLE   6,081 0 0
PAYPAL HLDGS INC COM 70450Y103 4,430 63,430 SH   SOLE   63,430 0 0
PEGASYSTEMS INC COM 705573103 38 790 SH   SOLE   790 0 0
PEPSICO INC COM 713448108 711 4,265 SH   SOLE   4,265 0 0
PIONEER NAT RES CO COM 723787107 601 2,696 SH   SOLE   2,696 0 0
POWER INTEGRATIONS INC COM 739276103 399 5,320 SH   SOLE   5,320 0 0
PROCTER AND GAMBLE CO COM 742718109 645 4,484 SH   SOLE   4,484 0 0
PUBMATIC INC COM CL A 74467Q103 41 2,550 SH   SOLE   2,550 0 0
QUALCOMM INC COM 747525103 108 846 SH   SOLE   846 0 0
QUANTA SVCS INC COM 74762E102 584 4,662 SH   SOLE   4,662 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 731 7,603 SH   SOLE   7,603 0 0
ROKU INC COM CL A 77543R102 34 410 SH   SOLE   410 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,418 13,729 SH   SOLE   13,729 0 0
SALESFORCE INC COM 79466L302 4,957 30,033 SH   SOLE   30,033 0 0
SCHLUMBERGER LTD COM STK 806857108 561 15,691 SH   SOLE   15,691 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 257 2,772 SH   SOLE   2,772 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 665 2,432 SH   SOLE   2,432 0 0
SUNCOR ENERGY INC NEW COM 867224107 608 17,335 SH   SOLE   17,335 0 0
SUNPOWER CORP COM 867652406 84 5,336 SH   SOLE   5,336 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,398 66,042 SH   SOLE   66,042 0 0
TECHTARGET INC COM 87874R100 57 870 SH   SOLE   870 0 0
TESLA INC COM 88160R101 566 840 SH   SOLE   840 0 0
TEXAS INSTRS INC COM 882508104 545 3,549 SH   SOLE   3,549 0 0
THE TRADE DESK INC COM CL A 88339J105 42 1,000 SH   SOLE   1,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,858 10,782 SH   SOLE   10,782 0 0
TPI COMPOSITES INC COM 87266J104 209 16,760 SH   SOLE   16,760 0 0
TREMOR INTL LTD ADS 89484T104 42 4,852 SH   SOLE   4,852 0 0
V F CORP COM 918204108 332 7,520 SH   SOLE   7,520 0 0
VALERO ENERGY CORP COM 91913Y100 774 7,284 SH   SOLE   7,284 0 0
VISA INC COM CL A 92826C839 5,415 27,505 SH   SOLE   27,505 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,187 48,037 SH   SOLE   48,037 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 37 1,110 SH   SOLE   1,110 0 0