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
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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   1,095,158 5,900 SH   SOLE   5,900 0 0
ADOBE INC COM 00724F101   4,656,875 12,037 SH   SOLE   12,037 0 0
AFLAC INC COM 001055102   1,453,133 13,779 SH   SOLE   13,779 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   544,481 4,801 SH   SOLE   4,801 0 0
ALPHABET INC CAP STK CL A 02079K305   5,957,808 33,807 SH   SOLE   33,807 0 0
ALPHABET INC CAP STK CL C 02079K107   272,471 1,536 SH   SOLE   1,536 0 0
AMAZON COM INC COM 023135106   6,694,905 30,516 SH   SOLE   30,516 0 0
AMERESCO INC CL A 02361E108   225,495 14,845 SH   SOLE   14,845 0 0
AMETEK INC COM 031100100   6,467,510 35,740 SH   SOLE   35,740 0 0
AMPHENOL CORP NEW CL A 032095101   9,398,828 95,178 SH   SOLE   95,178 0 0
ANALOG DEVICES INC COM 032654105   244,209 1,026 SH   SOLE   1,026 0 0
APPLE INC COM 037833100   5,066,878 24,696 SH   SOLE   24,696 0 0
APPLIED MATLS INC COM 038222105   6,098,794 33,314 SH   SOLE   33,314 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   317,217 12,300 SH   SOLE   12,300 0 0
BAIDU INC SPON ADR REP A 056752108   1,021,402 11,910 SH   SOLE   11,910 0 0
BAKER HUGHES COMPANY CL A 05722G100   249,862 6,517 SH   SOLE   6,517 0 0
BLACKROCK INC COM 09290D101   1,195,096 1,139 SH   SOLE   1,139 0 0
BROADCOM INC COM 11135F101   2,077,024 7,535 SH   SOLE   7,535 0 0
CANADIAN NAT RES LTD COM 136385101   345,033 10,981 SH   SOLE   10,981 0 0
CANADIAN SOLAR INC COM 136635109   265,081 24,011 SH   SOLE   24,011 0 0
CARLISLE COS INC COM 142339100   527,240 1,412 SH   SOLE   1,412 0 0
CENOVUS ENERGY INC COM 15135U109   255,188 18,759 SH   SOLE   18,759 0 0
CHEVRON CORP NEW COM 166764100   518,634 3,622 SH   SOLE   3,622 0 0
CISCO SYS INC COM 17275R102   1,237,462 17,836 SH   SOLE   17,836 0 0
CME GROUP INC COM 12572Q105   1,279,428 4,642 SH   SOLE   4,642 0 0
COCA COLA CO COM 191216100   1,179,756 16,675 SH   SOLE   16,675 0 0
CONOCOPHILLIPS COM 20825C104   386,959 4,312 SH   SOLE   4,312 0 0
DANA INC COM 235825205   169,168 9,864 SH   SOLE   9,864 0 0
DANAHER CORPORATION COM 235851102   5,517,292 27,930 SH   SOLE   27,930 0 0
DARLING INGREDIENTS INC COM 237266101   112,909 2,976 SH   SOLE   2,976 0 0
DEVON ENERGY CORP NEW COM 25179M103   227,664 7,157 SH   SOLE   7,157 0 0
DIAMONDBACK ENERGY INC COM 25278X109   282,357 2,055 SH   SOLE   2,055 0 0
EMERSON ELEC CO COM 291011104   1,177,704 8,833 SH   SOLE   8,833 0 0
ENBRIDGE INC COM 29250N105   370,672 8,179 SH   SOLE   8,179 0 0
ENPHASE ENERGY INC COM 29355A107   184,690 4,658 SH   SOLE   4,658 0 0
EOG RES INC COM 26875P101   348,663 2,915 SH   SOLE   2,915 0 0
EXXON MOBIL CORP COM 30231G102   507,307 4,706 SH   SOLE   4,706 0 0
FIRST SOLAR INC COM 336433107   562,670 3,399 SH   SOLE   3,399 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,108,576 3,463 SH   SOLE   3,463 0 0
GENTHERM INC COM 37253A103   96,073 3,396 SH   SOLE   3,396 0 0
HALLIBURTON CO COM 406216101   199,907 9,809 SH   SOLE   9,809 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   60,915 9,762 SH   SOLE   9,762 0 0
HUBBELL INC COM 443510607   906,261 2,219 SH   SOLE   2,219 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,074,301 4,345 SH   SOLE   4,345 0 0
IMPERIAL OIL LTD COM NEW 453038408   427,828 5,387 SH   SOLE   5,387 0 0
INSTALLED BLDG PRODS INC COM 45780R101   502,191 2,785 SH   SOLE   2,785 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,212,022 39,309 SH   SOLE   39,309 0 0
INTUIT COM 461202103   7,561,248 9,600 SH   SOLE   9,600 0 0
ITRON INC COM 465741106   773,589 5,877 SH   SOLE   5,877 0 0
JD.COM INC SPON ADS CL A 47215P106   1,058,776 32,438 SH   SOLE   32,438 0 0
JOHNSON & JOHNSON COM 478160104   1,101,328 7,210 SH   SOLE   7,210 0 0
KINDER MORGAN INC DEL COM 49456B101   431,033 14,661 SH   SOLE   14,661 0 0
KLA CORP COM NEW 482480100   7,319,987 8,172 SH   SOLE   8,172 0 0
LAM RESEARCH CORP COM NEW 512807306   6,757,537 69,422 SH   SOLE   69,422 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,337,813 13,058 SH   SOLE   13,058 0 0
META PLATFORMS INC CL A 30303M102   7,625,946 10,332 SH   SOLE   10,332 0 0
MICROSOFT CORP COM 594918104   8,136,135 16,357 SH   SOLE   16,357 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   93,856 5,220 SH   SOLE   5,220 0 0
MONDELEZ INTL INC CL A 609207105   1,283,248 19,028 SH   SOLE   19,028 0 0
NETEASE INC SPONSORED ADS 64110W102   1,914,536 14,226 SH   SOLE   14,226 0 0
NETFLIX INC COM 64110L106   8,334,745 6,224 SH   SOLE   6,224 0 0
NEXTERA ENERGY INC COM 65339F101   829,569 11,950 SH   SOLE   11,950 0 0
NVIDIA CORPORATION COM 67066G104   8,397,169 53,150 SH   SOLE   53,150 0 0
ON SEMICONDUCTOR CORP COM 682189105   654,548 12,489 SH   SOLE   12,489 0 0
ORMAT TECHNOLOGIES INC COM 686688102   727,875 8,690 SH   SOLE   8,690 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,147,345 11,587 SH   SOLE   11,587 0 0
OWENS CORNING NEW COM 690742101   453,678 3,299 SH   SOLE   3,299 0 0
PAYCHEX INC COM 704326107   1,106,369 7,606 SH   SOLE   7,606 0 0
PEPSICO INC COM 713448108   1,022,518 7,744 SH   SOLE   7,744 0 0
POWER INTEGRATIONS INC COM 739276103   143,887 2,574 SH   SOLE   2,574 0 0
PROCTER AND GAMBLE CO COM 742718109   1,063,620 6,676 SH   SOLE   6,676 0 0
QUALCOMM INC COM 747525103   339,224 2,130 SH   SOLE   2,130 0 0
QUANTA SVCS INC COM 74762E102   352,371 932 SH   SOLE   932 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,744,357 10,134 SH   SOLE   10,134 0 0
SALESFORCE INC COM 79466L302   4,969,503 18,224 SH   SOLE   18,224 0 0
SCHLUMBERGER LTD COM STK 806857108   256,407 7,586 SH   SOLE   7,586 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   121,170 1,626 SH   SOLE   1,626 0 0
SUNCOR ENERGY INC NEW COM 867224107   402,343 10,744 SH   SOLE   10,744 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,776,668 43,166 SH   SOLE   43,166 0 0
TESLA INC COM 88160R101   278,905 878 SH   SOLE   878 0 0
TEXAS INSTRS INC COM 882508104   1,281,015 6,170 SH   SOLE   6,170 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,190,024 10,334 SH   SOLE   10,334 0 0
VALERO ENERGY CORP COM 91913Y100   403,798 3,004 SH   SOLE   3,004 0 0
VISA INC COM CL A 92826C839   7,206,450 20,297 SH   SOLE   20,297 0 0