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   1,058,729 5,814 SH   SOLE   5,814 0 0
ADOBE INC COM 00724F101   4,873,931 9,659 SH   SOLE   9,659 0 0
AFLAC INC COM 001055102   1,110,685 12,936 SH   SOLE   12,936 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   811,156 11,210 SH   SOLE   11,210 0 0
ALPHABET INC CAP STK CL A 02079K305   6,204,883 41,111 SH   SOLE   41,111 0 0
ALPHABET INC CAP STK CL C 02079K107   389,786 2,560 SH   SOLE   2,560 0 0
AMAZON COM INC COM 023135106   6,077,723 33,694 SH   SOLE   33,694 0 0
AMERESCO INC CL A 02361E108   444,475 18,420 SH   SOLE   18,420 0 0
AMPHENOL CORP NEW CL A 032095101   8,857,957 76,792 SH   SOLE   76,792 0 0
ANALOG DEVICES INC COM 032654105   328,331 1,660 SH   SOLE   1,660 0 0
APPLE INC COM 037833100   5,115,591 29,832 SH   SOLE   29,832 0 0
APPLIED MATLS INC COM 038222105   9,252,922 44,867 SH   SOLE   44,867 0 0
ATLASSIAN CORPORATION CL A 049468101   30,437 156 SH   SOLE   156 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   443,118 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108   1,282,311 12,180 SH   SOLE   12,180 0 0
BAKER HUGHES COMPANY CL A 05722G100   225,723 6,738 SH   SOLE   6,738 0 0
BLACKROCK INC COM 09247X101   887,057 1,064 SH   SOLE   1,064 0 0
BROADCOM INC COM 11135F101   1,990,766 1,502 SH   SOLE   1,502 0 0
CANADIAN NAT RES LTD COM 136385101   492,375 6,455 SH   SOLE   6,455 0 0
CANADIAN SOLAR INC COM 136635109   692,469 35,044 SH   SOLE   35,044 0 0
CENOVUS ENERGY INC COM 15135U109   414,701 20,745 SH   SOLE   20,745 0 0
CHEVRON CORP NEW COM 166764100   518,649 3,288 SH   SOLE   3,288 0 0
CISCO SYS INC COM 17275R102   760,429 15,236 SH   SOLE   15,236 0 0
CME GROUP INC COM 12572Q105   890,870 4,138 SH   SOLE   4,138 0 0
COCA COLA CO COM 191216100   810,880 13,254 SH   SOLE   13,254 0 0
COMCAST CORP NEW CL A 20030N101   4,379,867 101,035 SH   SOLE   101,035 0 0
CONOCOPHILLIPS COM 20825C104   576,578 4,530 SH   SOLE   4,530 0 0
CRITEO S A SPONS ADS 226718104   40,190 1,146 SH   SOLE   1,146 0 0
DANA INC COM 235825205   208,788 16,440 SH   SOLE   16,440 0 0
DANAHER CORPORATION COM 235851102   6,326,406 25,334 SH   SOLE   25,334 0 0
DARLING INGREDIENTS INC COM 237266101   230,690 4,960 SH   SOLE   4,960 0 0
DEVON ENERGY CORP NEW COM 25179M103   348,902 6,953 SH   SOLE   6,953 0 0
DIAMONDBACK ENERGY INC COM 25278X109   532,285 2,686 SH   SOLE   2,686 0 0
DIGITAL TURBINE INC COM NEW 25400W102   16,113 6,150 SH   SOLE   6,150 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   32,066 912 SH   SOLE   912 0 0
EMERSON ELEC CO COM 291011104   1,060,817 9,353 SH   SOLE   9,353 0 0
ENBRIDGE INC COM 29250N105   295,989 8,181 SH   SOLE   8,181 0 0
ENPHASE ENERGY INC COM 29355A107   589,173 4,870 SH   SOLE   4,870 0 0
EOG RES INC COM 26875P101   412,028 3,223 SH   SOLE   3,223 0 0
EXXON MOBIL CORP COM 30231G102   669,542 5,760 SH   SOLE   5,760 0 0
FIRST SOLAR INC COM 336433107   1,154,760 6,841 SH   SOLE   6,841 0 0
GALLAGHER ARTHUR J & CO COM 363576109   950,652 3,802 SH   SOLE   3,802 0 0
GENTHERM INC COM 37253A103   1,172,445 20,362 SH   SOLE   20,362 0 0
HALLIBURTON CO COM 406216101   414,580 10,517 SH   SOLE   10,517 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   117,018 10,795 SH   SOLE   10,795 0 0
HUBBELL INC COM 443510607   1,489,615 3,589 SH   SOLE   3,589 0 0
HUBSPOT INC COM 443573100   41,353 66 SH   SOLE   66 0 0
ILLINOIS TOOL WKS INC COM 452308109   896,759 3,342 SH   SOLE   3,342 0 0
IMPERIAL OIL LTD COM NEW 453038408   471,202 6,832 SH   SOLE   6,832 0 0
INSTALLED BLDG PRODS INC COM 45780R101   1,061,569 4,103 SH   SOLE   4,103 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,526,551 47,490 SH   SOLE   47,490 0 0
INTUIT COM 461202103   7,534,800 11,592 SH   SOLE   11,592 0 0
ITRON INC COM 465741106   1,113,479 12,035 SH   SOLE   12,035 0 0
JD.COM INC SPON ADR CL A 47215P106   1,021,647 37,300 SH   SOLE   37,300 0 0
JOHNSON & JOHNSON COM 478160104   770,069 4,868 SH   SOLE   4,868 0 0
KINDER MORGAN INC DEL COM 49456B101   259,456 14,147 SH   SOLE   14,147 0 0
KLA CORP COM NEW 482480100   8,873,935 12,703 SH   SOLE   12,703 0 0
LAM RESEARCH CORP COM 512807108   9,183,280 9,452 SH   SOLE   9,452 0 0
LIVERAMP HLDGS INC COM 53815P108   29,601 858 SH   SOLE   858 0 0
MAGNITE INC COM 55955D100   38,894 3,618 SH   SOLE   3,618 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,595,322 15,772 SH   SOLE   15,772 0 0
META PLATFORMS INC CL A 30303M102   8,894,855 18,318 SH   SOLE   18,318 0 0
MICROSOFT CORP COM 594918104   9,195,256 21,856 SH   SOLE   21,856 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   265,881 8,270 SH   SOLE   8,270 0 0
MONDELEZ INTL INC CL A 609207105   775,530 11,079 SH   SOLE   11,079 0 0
NETEASE INC SPONSORED ADS 64110W102   1,584,333 15,312 SH   SOLE   15,312 0 0
NEXTERA ENERGY INC COM 65339F101   1,416,182 22,159 SH   SOLE   22,159 0 0
NEXXEN INTERNATIONAL LTD SPON ADR 89484T104   24,064 4,610 SH   SOLE   4,610 0 0
NIKE INC CL B 654106103   4,453,900 47,392 SH   SOLE   47,392 0 0
NVIDIA CORPORATION COM 67066G104   10,011,445 11,080 SH   SOLE   11,080 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,201,513 16,336 SH   SOLE   16,336 0 0
ORMAT TECHNOLOGIES INC COM 686688102   967,168 14,612 SH   SOLE   14,612 0 0
OTIS WORLDWIDE CORP COM 68902V107   948,227 9,552 SH   SOLE   9,552 0 0
PAYCHEX INC COM 704326107   886,248 7,217 SH   SOLE   7,217 0 0
PAYPAL HLDGS INC COM 70450Y103   5,864,908 87,549 SH   SOLE   87,549 0 0
PEGASYSTEMS INC COM 705573103   30,639 474 SH   SOLE   474 0 0
PEPSICO INC COM 713448108   716,141 4,092 SH   SOLE   4,092 0 0
PIONEER NAT RES CO COM 723787107   476,438 1,815 SH   SOLE   1,815 0 0
POWER INTEGRATIONS INC COM 739276103   294,786 4,120 SH   SOLE   4,120 0 0
PROCTER AND GAMBLE CO COM 742718109   886,859 5,466 SH   SOLE   5,466 0 0
PUBMATIC INC COM CL A 74467Q103   41,130 1,734 SH   SOLE   1,734 0 0
QUALCOMM INC COM 747525103   129,345 764 SH   SOLE   764 0 0
QUANTA SVCS INC COM 74762E102   415,680 1,600 SH   SOLE   1,600 0 0
ROKU INC COM CL A 77543R102   25,416 390 SH   SOLE   390 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,864,121 12,239 SH   SOLE   12,239 0 0
SALESFORCE INC COM 79466L302   8,002,353 26,570 SH   SOLE   26,570 0 0
SCHLUMBERGER LTD COM STK 806857108   406,142 7,410 SH   SOLE   7,410 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   281,632 2,600 SH   SOLE   2,600 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   259,006 3,649 SH   SOLE   3,649 0 0
SPROUT SOCIAL INC COM CL A 85209W109   35,468 594 SH   SOLE   594 0 0
SUNCOR ENERGY INC NEW COM 867224107   452,609 12,265 SH   SOLE   12,265 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   271,320 44,261 SH   SOLE   44,261 0 0
SUNPOWER CORP COM 867652406   13,218 4,406 SH   SOLE   4,406 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,336,600 61,276 SH   SOLE   61,276 0 0
TECHTARGET INC COM 87874R100   26,596 804 SH   SOLE   804 0 0
TESLA INC COM 88160R101   261,927 1,490 SH   SOLE   1,490 0 0
TEXAS INSTRS INC COM 882508104   795,269 4,565 SH   SOLE   4,565 0 0
THE TRADE DESK INC COM CL A 88339J105   41,437 474 SH   SOLE   474 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,586,591 9,612 SH   SOLE   9,612 0 0
TPI COMPOSITES INC COM 87266J104   43,400 14,914 SH   SOLE   14,914 0 0
VALERO ENERGY CORP COM 91913Y100   590,246 3,458 SH   SOLE   3,458 0 0
VISA INC COM CL A 92826C839   6,842,483 24,518 SH   SOLE   24,518 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   3,809,110 58,270 SH   SOLE   58,270 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   24,718 1,542 SH   SOLE   1,542 0 0