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   1,316,644 5,900 SH   SOLE   5,900 0 0
ADOBE INC COM 00724F101   4,862,234 13,528 SH   SOLE   13,528 0 0
AFLAC INC COM 001055102   1,670,584 15,003 SH   SOLE   15,003 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   863,700 4,801 SH   SOLE   4,801 0 0
ALPHABET INC CAP STK CL A 02079K305   7,595,812 31,124 SH   SOLE   31,124 0 0
ALPHABET INC CAP STK CL C 02079K107   375,337 1,536 SH   SOLE   1,536 0 0
AMAZON COM INC COM 023135106   6,241,866 28,095 SH   SOLE   28,095 0 0
AMERESCO INC CL A 02361E108   502,459 14,709 SH   SOLE   14,709 0 0
AMETEK INC COM 031100100   6,148,957 32,905 SH   SOLE   32,905 0 0
AMPHENOL CORP NEW CL A 032095101   8,464,892 69,952 SH   SOLE   69,952 0 0
ANALOG DEVICES INC COM 032654105   251,155 1,026 SH   SOLE   1,026 0 0
APPLE INC COM 037833100   5,784,975 22,737 SH   SOLE   22,737 0 0
APPLIED MATLS INC COM 038222105   6,297,499 30,727 SH   SOLE   30,727 0 0
APTIV PLC COM SHS G3265R107   945,100 11,019 SH   SOLE   11,019 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   356,946 12,300 SH   SOLE   12,300 0 0
BAIDU INC SPON ADR REP A 056752108   1,606,183 11,910 SH   SOLE   11,910 0 0
BAKER HUGHES COMPANY CL A 05722G100   329,434 6,517 SH   SOLE   6,517 0 0
BLACKROCK INC COM 09290D101   1,338,963 1,139 SH   SOLE   1,139 0 0
BROADCOM INC COM 11135F101   8,603,440 26,238 SH   SOLE   26,238 0 0
CANADIAN NAT RES LTD COM 136385101   373,599 11,544 SH   SOLE   11,544 0 0
CANADIAN SOLAR INC COM 136635109   307,103 23,788 SH   SOLE   23,788 0 0
CARLISLE COS INC COM 142339100   467,002 1,398 SH   SOLE   1,398 0 0
CENOVUS ENERGY INC COM 15135U109   323,840 18,759 SH   SOLE   18,759 0 0
CHEVRON CORP NEW COM 166764100   521,374 3,340 SH   SOLE   3,340 0 0
CISCO SYS INC COM 17275R102   1,207,854 17,836 SH   SOLE   17,836 0 0
CME GROUP INC COM 12572Q105   1,263,738 4,642 SH   SOLE   4,642 0 0
COCA COLA CO COM 191216100   1,101,217 16,675 SH   SOLE   16,675 0 0
CONOCOPHILLIPS COM 20825C104   454,425 4,741 SH   SOLE   4,741 0 0
DANA INC COM 235825205   196,491 9,864 SH   SOLE   9,864 0 0
DANAHER CORPORATION COM 235851102   5,677,621 30,515 SH   SOLE   30,515 0 0
DARLING INGREDIENTS INC COM 237266101   91,214 2,976 SH   SOLE   2,976 0 0
DEVON ENERGY CORP NEW COM 25179M103   268,531 7,560 SH   SOLE   7,560 0 0
DIAMONDBACK ENERGY INC COM 25278X109   321,906 2,242 SH   SOLE   2,242 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   4,888 348 SH   SOLE   348 0 0
EATON CORP PLC SHS G29183103   2,608,968 7,106 SH   SOLE   7,106 0 0
EMERSON ELEC CO COM 291011104   1,141,665 8,833 SH   SOLE   8,833 0 0
ENBRIDGE INC COM 29250N105   311,347 6,262 SH   SOLE   6,262 0 0
ENPHASE ENERGY INC COM 29355A107   166,545 4,616 SH   SOLE   4,616 0 0
EOG RES INC COM 26875P101   336,763 2,971 SH   SOLE   2,971 0 0
EXXON MOBIL CORP COM 30231G102   537,519 4,706 SH   SOLE   4,706 0 0
FIRST SOLAR INC COM 336433107   752,626 3,367 SH   SOLE   3,367 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,058,674 3,463 SH   SOLE   3,463 0 0
GENTHERM INC COM 37253A103   117,026 3,396 SH   SOLE   3,396 0 0
HALLIBURTON CO COM 406216101   245,225 9,809 SH   SOLE   9,809 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   320,916 9,400 SH   SOLE   9,400 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   65,503 9,762 SH   SOLE   9,762 0 0
HUBBELL INC COM 443510607   937,742 2,199 SH   SOLE   2,199 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,135,696 4,345 SH   SOLE   4,345 0 0
IMPERIAL OIL LTD COM NEW 453038408   422,674 4,586 SH   SOLE   4,586 0 0
INSTALLED BLDG PRODS INC COM 45780R101   688,233 2,759 SH   SOLE   2,759 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,079,558 36,190 SH   SOLE   36,190 0 0
INTUIT COM 461202103   6,140,365 8,839 SH   SOLE   8,839 0 0
ITRON INC COM 465741106   722,735 5,821 SH   SOLE   5,821 0 0
JD.COM INC SPON ADS CL A 47215P106   1,156,090 32,438 SH   SOLE   32,438 0 0
JOHNSON & JOHNSON COM 478160104   1,309,480 7,210 SH   SOLE   7,210 0 0
KINDER MORGAN INC DEL COM 49456B101   311,474 10,979 SH   SOLE   10,979 0 0
KLA CORP COM NEW 482480100   6,930,679 6,513 SH   SOLE   6,513 0 0
LAM RESEARCH CORP COM NEW 512807306   7,000,730 53,404 SH   SOLE   53,404 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,830,747 12,023 SH   SOLE   12,023 0 0
MEDTRONIC PLC SHS G5960L103   7,298,368 77,667 SH   SOLE   77,667 0 0
META PLATFORMS INC CL A 30303M102   7,072,708 9,514 SH   SOLE   9,514 0 0
MICROSOFT CORP COM 594918104   7,861,030 15,276 SH   SOLE   15,276 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   73,811 5,220 SH   SOLE   5,220 0 0
MONDELEZ INTL INC CL A 609207105   1,191,724 19,028 SH   SOLE   19,028 0 0
NETEASE INC SPONSORED ADS 64110W102   2,163,540 14,294 SH   SOLE   14,294 0 0
NETFLIX INC COM 64110L106   6,915,142 5,732 SH   SOLE   5,732 0 0
NEXTERA ENERGY INC COM 65339F101   901,869 11,834 SH   SOLE   11,834 0 0
NVIDIA CORPORATION COM 67066G104   8,930,290 49,108 SH   SOLE   49,108 0 0
NXP SEMICONDUCTORS N V COM N6596X109   868,715 3,842 SH   SOLE   3,842 0 0
ON SEMICONDUCTOR CORP COM 682189105   616,825 12,396 SH   SOLE   12,396 0 0
ORMAT TECHNOLOGIES INC COM 686688102   822,294 8,605 SH   SOLE   8,605 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,057,777 11,587 SH   SOLE   11,587 0 0
OWENS CORNING NEW COM 690742101   461,125 3,269 SH   SOLE   3,269 0 0
PAYCHEX INC COM 704326107   977,599 7,606 SH   SOLE   7,606 0 0
PEPSICO INC COM 713448108   1,085,476 7,744 SH   SOLE   7,744 0 0
POWER INTEGRATIONS INC COM 739276103   101,338 2,574 SH   SOLE   2,574 0 0
PROCTER AND GAMBLE CO COM 742718109   1,024,966 6,676 SH   SOLE   6,676 0 0
QUALCOMM INC COM 747525103   500,859 3,030 SH   SOLE   3,030 0 0
QUANTA SVCS INC COM 74762E102   381,291 932 SH   SOLE   932 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,565,165 11,109 SH   SOLE   11,109 0 0
SALESFORCE INC COM 79466L302   4,994,158 20,376 SH   SOLE   20,376 0 0
SCHLUMBERGER LTD COM STK 806857108   266,344 7,586 SH   SOLE   7,586 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   679,136 22,340 SH   SOLE   22,340 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   125,088 1,626 SH   SOLE   1,626 0 0
SUNCOR ENERGY INC NEW COM 867224107   440,957 10,488 SH   SOLE   10,488 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,538,733 34,911 SH   SOLE   34,911 0 0
TC ENERGY CORP COM 87807B107   273,592 5,118 SH   SOLE   5,118 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   297,923 1,368 SH   SOLE   1,368 0 0
TESLA INC COM 88160R101   389,138 878 SH   SOLE   878 0 0
TEXAS INSTRS INC COM 882508104   1,130,529 6,170 SH   SOLE   6,170 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,280,193 11,428 SH   SOLE   11,428 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   894,646 2,159 SH   SOLE   2,159 0 0
VALERO ENERGY CORP COM 91913Y100   517,109 3,004 SH   SOLE   3,004 0 0
VISA INC COM CL A 92826C839   6,356,570 18,687 SH   SOLE   18,687 0 0