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   751,254 5,576 SH   SOLE   5,576 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   4,856,160 9,931 SH   SOLE   9,931 0 0
AFLAC INC COM 001055102   907,051 12,995 SH   SOLE   12,995 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,000,200 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305   5,052,537 42,210 SH   SOLE   42,210 0 0
ALPHABET INC CAP STK CL C 02079K107   422,427 3,492 SH   SOLE   3,492 0 0
AMAZON COM INC COM 023135106   4,520,885 34,680 SH   SOLE   34,680 0 0
AMERESCO INC CL A 02361E108   897,467 18,455 SH   SOLE   18,455 0 0
AMPHENOL CORP NEW CL A 032095101   6,808,573 80,148 SH   SOLE   80,148 0 0
ANALOG DEVICES INC COM 032654105   472,219 2,424 SH   SOLE   2,424 0 0
APPLE INC COM 037833100   5,912,400 30,481 SH   SOLE   30,481 0 0
APPLIED MATLS INC COM 038222105   6,662,137 46,092 SH   SOLE   46,092 0 0
ATLASSIAN CORPORATION CL A 049468101   34,904 208 SH   SOLE   208 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   492,804 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108   1,938,646 14,160 SH   SOLE   14,160 0 0
BAKER HUGHES COMPANY CL A 05722G100   212,546 6,724 SH   SOLE   6,724 0 0
BLACKROCK INC COM 09247X101   704,272 1,019 SH   SOLE   1,019 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,025,589 62,949 SH   SOLE   62,949 0 0
BROADCOM INC COM 11135F101   1,778,232 2,050 SH   SOLE   2,050 0 0
CANADIAN NAT RES LTD COM 136385101   421,993 7,505 SH   SOLE   7,505 0 0
CANADIAN SOLAR INC COM 136635109   1,355,272 35,029 SH   SOLE   35,029 0 0
CENOVUS ENERGY INC COM 15135U109   409,743 24,122 SH   SOLE   24,122 0 0
CHEVRON CORP NEW COM 166764100   627,040 3,985 SH   SOLE   3,985 0 0
CISCO SYS INC COM 17275R102   755,973 14,611 SH   SOLE   14,611 0 0
CME GROUP INC COM 12572Q105   735,045 3,967 SH   SOLE   3,967 0 0
COCA COLA CO COM 191216100   765,697 12,715 SH   SOLE   12,715 0 0
COMCAST CORP NEW CL A 20030N101   4,289,373 103,234 SH   SOLE   103,234 0 0
CONOCOPHILLIPS COM 20825C104   523,852 5,056 SH   SOLE   5,056 0 0
CRITEO S A SPONS ADS 226718104   67,480 2,000 SH   SOLE   2,000 0 0
DANA INC COM 235825205   313,956 18,468 SH   SOLE   18,468 0 0
DANAHER CORPORATION COM 235851102   4,464,480 18,602 SH   SOLE   18,602 0 0
DEVON ENERGY CORP NEW COM 25179M103   363,710 7,524 SH   SOLE   7,524 0 0
DIAMONDBACK ENERGY INC COM 25278X109   429,941 3,273 SH   SOLE   3,273 0 0
DIGITAL TURBINE INC COM NEW 25400W102   13,140 1,416 SH   SOLE   1,416 0 0
EMERSON ELEC CO COM 291011104   810,889 8,971 SH   SOLE   8,971 0 0
ENBRIDGE INC COM 29250N105   307,676 8,282 SH   SOLE   8,282 0 0
ENPHASE ENERGY INC COM 29355A107   739,926 4,418 SH   SOLE   4,418 0 0
EOG RES INC COM 26875P101   428,692 3,746 SH   SOLE   3,746 0 0
EXXON MOBIL CORP COM 30231G102   718,146 6,696 SH   SOLE   6,696 0 0
FIRST SOLAR INC COM 336433107   1,391,269 7,319 SH   SOLE   7,319 0 0
GALLAGHER ARTHUR J & CO COM 363576109   800,333 3,645 SH   SOLE   3,645 0 0
GENTHERM INC COM 37253A103   1,396,249 24,708 SH   SOLE   24,708 0 0
HALLIBURTON CO COM 406216101   415,212 12,586 SH   SOLE   12,586 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   124,323 16,846 SH   SOLE   16,846 0 0
HUBBELL INC COM 443510607   1,616,686 4,876 SH   SOLE   4,876 0 0
HUBSPOT INC COM 443573100   68,108 128 SH   SOLE   128 0 0
ILLINOIS TOOL WKS INC COM 452308109   801,513 3,204 SH   SOLE   3,204 0 0
ILLUMIN HLDGS INC COM 45232V106   16,259 9,621 SH   SOLE   9,621 0 0
IMPERIAL OIL LTD COM NEW 453038408   436,533 8,531 SH   SOLE   8,531 0 0
INSTALLED BLDG PRODS INC COM 45780R101   126,144 900 SH   SOLE   900 0 0
INTEL CORP COM 458140100   272,068 8,136 SH   SOLE   8,136 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,486,981 48,523 SH   SOLE   48,523 0 0
INTUIT COM 461202103   5,426,802 11,844 SH   SOLE   11,844 0 0
ITRON INC COM 465741106   1,344,882 18,653 SH   SOLE   18,653 0 0
JD.COM INC SPON ADR CL A 47215P106   1,273,049 37,300 SH   SOLE   37,300 0 0
JOHNSON & JOHNSON COM 478160104   772,482 4,667 SH   SOLE   4,667 0 0
KINDER MORGAN INC DEL COM 49456B101   283,252 16,449 SH   SOLE   16,449 0 0
KLA CORP COM NEW 482480100   6,295,075 12,979 SH   SOLE   12,979 0 0
LAM RESEARCH CORP COM 512807108   6,208,099 9,657 SH   SOLE   9,657 0 0
LEAR CORP COM NEW 521865204   341,075 2,376 SH   SOLE   2,376 0 0
LIVERAMP HLDGS INC COM 53815P108   32,673 1,144 SH   SOLE   1,144 0 0
MAGNITE INC COM 55955D100   41,387 3,032 SH   SOLE   3,032 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,338,030 16,115 SH   SOLE   16,115 0 0
META PLATFORMS INC CL A 30303M102   5,417,895 18,879 SH   SOLE   18,879 0 0
MICROSOFT CORP COM 594918104   7,553,177 22,180 SH   SOLE   22,180 0 0
MONDELEZ INTL INC CL A 609207105   774,915 10,624 SH   SOLE   10,624 0 0
NETEASE INC SPONSORED ADS 64110W102   2,355,562 24,362 SH   SOLE   24,362 0 0
NEXTERA ENERGY INC COM 65339F101   1,522,139 20,514 SH   SOLE   20,514 0 0
NIKE INC CL B 654106103   4,300,457 38,964 SH   SOLE   38,964 0 0
NVIDIA CORPORATION COM 67066G104   7,479,417 17,681 SH   SOLE   17,681 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,316,169 24,489 SH   SOLE   24,489 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,267,245 15,750 SH   SOLE   15,750 0 0
OTIS WORLDWIDE CORP COM 68902V107   815,332 9,160 SH   SOLE   9,160 0 0
PAYCHEX INC COM 704326107   774,700 6,925 SH   SOLE   6,925 0 0
PAYPAL HLDGS INC COM 70450Y103   4,898,583 73,409 SH   SOLE   73,409 0 0
PEGASYSTEMS INC COM 705573103   31,158 632 SH   SOLE   632 0 0
PEPSICO INC COM 713448108   726,803 3,924 SH   SOLE   3,924 0 0
PIONEER NAT RES CO COM 723787107   407,316 1,966 SH   SOLE   1,966 0 0
POWER INTEGRATIONS INC COM 739276103   448,736 4,740 SH   SOLE   4,740 0 0
PROCTER AND GAMBLE CO COM 742718109   795,421 5,242 SH   SOLE   5,242 0 0
PUBMATIC INC COM CL A 74467Q103   37,291 2,040 SH   SOLE   2,040 0 0
QUALCOMM INC COM 747525103   90,947 764 SH   SOLE   764 0 0
QUANTA SVCS INC COM 74762E102   589,350 3,000 SH   SOLE   3,000 0 0
ROKU INC COM CL A 77543R102   20,979 328 SH   SOLE   328 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,012,404 12,505 SH   SOLE   12,505 0 0
SALESFORCE INC COM 79466L302   5,769,722 27,311 SH   SOLE   27,311 0 0
SCHLUMBERGER LTD COM STK 806857108   462,760 9,421 SH   SOLE   9,421 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   305,504 2,760 SH   SOLE   2,760 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   854,234 3,175 SH   SOLE   3,175 0 0
SUNCOR ENERGY INC NEW COM 867224107   388,277 13,235 SH   SOLE   13,235 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   661,284 36,116 SH   SOLE   36,116 0 0
SUNPOWER CORP COM 867652406   43,179 4,406 SH   SOLE   4,406 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,323,950 62,663 SH   SOLE   62,663 0 0
TECHTARGET INC COM 87874R100   21,666 696 SH   SOLE   696 0 0
TESLA INC COM 88160R101   508,881 1,944 SH   SOLE   1,944 0 0
TEXAS INSTRS INC COM 882508104   788,308 4,379 SH   SOLE   4,379 0 0
THE TRADE DESK INC COM CL A 88339J105   61,776 800 SH   SOLE   800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,124,107 9,821 SH   SOLE   9,821 0 0
TPI COMPOSITES INC COM 87266J104   216,504 20,878 SH   SOLE   20,878 0 0
TREMOR INTL LTD ADS 89484T104   27,950 3,882 SH   SOLE   3,882 0 0
V F CORP COM 918204108   759,534 39,787 SH   SOLE   39,787 0 0
VALERO ENERGY CORP COM 91913Y100   564,213 4,810 SH   SOLE   4,810 0 0
VISA INC COM CL A 92826C839   5,949,111 25,051 SH   SOLE   25,051 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   4,041,439 59,538 SH   SOLE   59,538 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   22,546 888 SH   SOLE   888 0 0