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
3M CO COM 88579Y101   280,843 2,569 SH   SOLE   2,569 0 0
A10 NETWORKS INC COM 002121101   3,180,384 241,487 SH   SOLE   241,487 0 0
AAON INC COM PAR $0.004 000360206   1,564,567 21,180 SH   SOLE   21,180 0 0
ABBVIE INC COM 00287Y109   651,959 4,207 SH   SOLE   4,207 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   8,969,260 25,560 SH   SOLE   25,560 0 0
ACCO BRANDS CORP COM 00081T108   163,552 26,900 SH   SOLE   26,900 0 0
ACI WORLDWIDE INC COM 004498101   212,792 6,954 SH   SOLE   6,954 0 0
ACUITY BRANDS INC COM 00508Y102   1,453,269 7,095 SH   SOLE   7,095 0 0
ADOBE INC COM 00724F101   1,006,464 1,687 SH   SOLE   1,687 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   1,355,910 9,641 SH   SOLE   9,641 0 0
AECOM COM 00766T100   2,342,084 25,339 SH   SOLE   25,339 0 0
AFFIRM HLDGS INC COM CL A 00827B106   310,958 6,328 SH   SOLE   6,328 0 0
AGCO CORP COM 001084102   2,606,673 21,470 SH   SOLE   21,470 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   2,506,890 21,182 SH   SOLE   21,182 0 0
ALLEGION PLC ORD SHS G0176J109   2,066,821 16,314 SH   SOLE   16,314 0 0
ALPHABET INC CAP STK CL C 02079K107   561,042 3,981 SH   SOLE   3,981 0 0
ALPHABET INC CAP STK CL A 02079K305   10,670,360 76,386 SH   SOLE   76,386 0 0
ALTUS POWER INC COM CL A 02217A102   1,701,858 249,174 SH   SOLE   249,174 0 0
AMERICAN EXPRESS CO COM 025816109   9,127,205 48,720 SH   SOLE   48,720 0 0
AMERESCO INC CL A 02361E108   1,200,736 37,914 SH   SOLE   37,914 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,517,577 19,074 SH   SOLE   19,074 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   5,081,516 167,873 SH   SOLE   167,873 0 0
ANSYS INC COM 03662Q105   3,191,530 8,795 SH   SOLE   8,795 0 0
APPLE INC COM 037833100   15,752,034 81,816 SH   SOLE   81,816 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,745,672 454,602 SH   SOLE   454,602 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106   608,057 72,474 SH   SOLE   72,474 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,167,281 69,481 SH   SOLE   69,481 0 0
ASPEN AEROGELS INC COM 04523Y105   1,370,525 86,852 SH   SOLE   86,852 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   5,039,141 21,630 SH   SOLE   21,630 0 0
AUTODESK INC COM 052769106   2,814,872 11,561 SH   SOLE   11,561 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   268,244 21,650 SH   SOLE   21,650 0 0
BADGER METER INC COM 056525108   4,412,049 28,581 SH   SOLE   28,581 0 0
BALCHEM CORP COM 057665200   4,974,498 33,442 SH   SOLE   33,442 0 0
BALL CORP COM 058498106   5,010,912 87,116 SH   SOLE   87,116 0 0
BENTLEY SYS INC COM CL B 08265T208   1,249,398 23,944 SH   SOLE   23,944 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,533,713 7,104 SH   SOLE   7,104 0 0
BERRY GLOBAL GROUP INC COM 08579W103   404,340 6,000 SH   SOLE   6,000 0 0
BEYOND MEAT INC COM 08862E109   4,160,812 467,507 SH   SOLE   467,507 0 0
BLACKBERRY LTD COM 09228F103   3,389,780 957,565 SH   SOLE   957,565 0 0
BLACKSTONE INC COM COM 09260D107   5,244,001 40,055 SH   SOLE   40,055 0 0
BLOCK H & R INC COM 093671105   1,327,902 27,453 SH   SOLE   27,453 0 0
BLOCK INC CL A 852234103   283,488 3,665 SH   SOLE   3,665 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,087,474 73,478 SH   SOLE   73,478 0 0
BOISE CASCADE CO DEL COM 09739D100   707,470 5,469 SH   SOLE   5,469 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   214,736 6,519 SH   SOLE   6,519 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,653,272 71,200 SH   SOLE   71,200 0 0
BROADCOM INC COM 11135F101   4,448,256 3,985 SH   SOLE   3,985 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   739,877 3,596 SH   SOLE   3,596 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   748,200 2,747 SH   SOLE   2,747 0 0
CALAVO GROWERS INC COM 128246105   1,737,955 59,094 SH   SOLE   59,094 0 0
CALIFORNIA WTR SVC GROUP COM 130788102   2,482,706 47,864 SH   SOLE   47,864 0 0
CANADIAN SOLAR INC COM 136635109   1,141,294 43,511 SH   SOLE   43,511 0 0
CARLISLE COS INC COM 142339100   1,234,723 3,952 SH   SOLE   3,952 0 0
CASELLA WASTE SYS INC CL A 147448104   1,219,087 14,265 SH   SOLE   14,265 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,207,066 6,760 SH   SOLE   6,760 0 0
CECO ENVIRONMENTAL CORP COM 125141101   1,269,305 62,589 SH   SOLE   62,589 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   1,211,645 517,797 SH   SOLE   517,797 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   5,555,903 36,363 SH   SOLE   36,363 0 0
CHEVRON CORP NEW COM 166764100   223,442 1,498 SH   SOLE   1,498 0 0
CINTAS CORP COM 172908105   201,288 334 SH   SOLE   334 0 0
CISCO SYS INC COM 17275R102   9,620,928 190,438 SH   SOLE   190,438 0 0
CLEAN HARBORS INC COM 184496107   2,203,014 12,624 SH   SOLE   12,624 0 0
CLEARWATER PAPER CORP COM 18538R103   845,714 23,414 SH   SOLE   23,414 0 0
CLOROX CO DEL COM 189054109   435,898 3,057 SH   SOLE   3,057 0 0
CLOUDFLARE INC CL A COM 18915M107   6,493,780 77,994 SH   SOLE   77,994 0 0
CNH INDL N V SHS N20944109   4,140,701 339,959 SH   SOLE   339,959 0 0
COGNEX CORP COM 192422103   1,401,212 33,570 SH   SOLE   33,570 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   309,925 1,782 SH   SOLE   1,782 0 0
COMCAST CORP NEW CL A 20030N101   3,858,800 88,000 SH   SOLE   88,000 0 0
COMMERCIAL METALS CO COM 201723103   2,607,885 52,116 SH   SOLE   52,116 0 0
COPART INC COM 217204106   994,014 20,286 SH   SOLE   20,286 0 0
CORNING INC COM 219350105   3,678,147 120,793 SH   SOLE   120,793 0 0
CROCS INC COM 227046109   875,345 9,371 SH   SOLE   9,371 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,674,831 26,143 SH   SOLE   26,143 0 0
CUMMINS INC COM COM 231021106   5,576,471 23,277 SH   SOLE   23,277 0 0
CYBERARK SOFTWARE LTD M2682V108   5,767,806 26,331 SH   SOLE   26,331 0 0
DANA INC COM 235825205   1,379,330 94,410 SH   SOLE   94,410 0 0
DARLING INGREDIENTS INC COM 237266101   2,717,426 54,523 SH   SOLE   54,523 0 0
DEERE & CO COM 244199105   9,432,533 23,589 SH   SOLE   23,589 0 0
DELL TECHNOLOGIES INC CL C 24703L202   550,800 7,200 SH   SOLE   7,200 0 0
DISCOVER FINL SVCS COM 254709108   224,126 1,994 SH   SOLE   1,994 0 0
DLOCAL LTD CLASS A COM G29018101   236,621 13,376 SH   SOLE   13,376 0 0
DOLE PLC ORD SHS G27907107   3,982,120 324,013 SH   SOLE   324,013 0 0
DONALDSON INC COM 257651109   2,414,748 36,951 SH   SOLE   36,951 0 0
EASTMAN CHEM CO COM 277432100   2,079,064 23,147 SH   SOLE   23,147 0 0
EATON CORP PLC SHS G29183103   6,693,833 27,796 SH   SOLE   27,796 0 0
ECOLAB INC COM 278865100   2,420,068 12,201 SH   SOLE   12,201 0 0
ENDAVA PLC ADS 29260V105   1,474,401 18,939 SH   SOLE   18,939 0 0
ENERGY RECOVERY INC COM 29270J100   2,099,435 111,435 SH   SOLE   111,435 0 0
ENERSYS COM 29275Y102   1,397,791 13,845 SH   SOLE   13,845 0 0
ENPHASE ENERGY INC COM 29355A107   1,444,290 10,930 SH   SOLE   10,930 0 0
ENVIRI CORP COM 415864107   1,206,207 134,023 SH   SOLE   134,023 0 0
EURONET WORLDWIDE INC COM 298736109   217,189 2,140 SH   SOLE   2,140 0 0
EVERTEC INC COM 30040P103   205,109 5,010 SH   SOLE   5,010 0 0
EVGO INC CL A COM 30052F100   1,305,880 364,771 SH   SOLE   364,771 0 0
EXXON MOBIL CORP COM 30231G102   282,244 2,823 SH   SOLE   2,823 0 0
F5 NETWORK INC COM 315616102   3,299,317 18,434 SH   SOLE   18,434 0 0
FASTENAL CO COM 311900104   4,143,596 63,974 SH   SOLE   63,974 0 0
FERGUSON PLC NEW SHS G3421J106   1,459,609 7,560 SH   SOLE   7,560 0 0
FIRST SOLAR INC COM 336433107   2,470,667 14,341 SH   SOLE   14,341 0 0
FLUENCE ENERGY INC COM CL A 34379V103   1,203,948 50,480 SH   SOLE   50,480 0 0
FLYWIRE CORPORATION COM VTG 302492103   220,319 9,517 SH   SOLE   9,517 0 0
FMC CORP COM NEW 302491303   4,122,398 65,383 SH   SOLE   65,383 0 0
FORTINET INC COM 34959E109   6,962,787 118,961 SH   SOLE   118,961 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106   1,449,096 19,032 SH   SOLE   19,032 0 0
FOX FACTORY HLDG CORP COM 35138V102   567,912 8,416 SH   SOLE   8,416 0 0
FRANKLIN ELEC INC COM 353514102   1,281,289 13,257 SH   SOLE   13,257 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105   1,922,288 73,230 SH   SOLE   73,230 0 0
FUELCELL ENERGY INC COM 35952H601   1,437,768 898,605 SH   SOLE   898,605 0 0
GARMIN LTD SHS H2906T109   424,568 3,303 SH   SOLE   3,303 0 0
GEN DIGITAL INC COM 668771108   6,276,390 275,039 SH   SOLE   275,039 0 0
GENERAL DYNAMICS CORP COM 369550108   4,829,862 18,600 SH   SOLE   18,600 0 0
GENERAC HLDGS INC COM 368736104   1,290,074 9,982 SH   SOLE   9,982 0 0
GENERAL MTRS CO COM 37045V100   292,748 8,150 SH   SOLE   8,150 0 0
GENTEX CORP COM 371901109   1,288,568 39,454 SH   SOLE   39,454 0 0
GLOBAL PMTS INC COM 37940X102   252,730 1,990 SH   SOLE   1,990 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   5,632,242 14,600 SH   SOLE   14,600 0 0
GRAINGER W W INC COM 384802104   210,487 254 SH   SOLE   254 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   4,136,985 167,829 SH   SOLE   167,829 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   983,409 128,048 SH   SOLE   128,048 0 0
GREEN DOT CORP CL A 39304D102   221,057 22,329 SH   SOLE   22,329 0 0
GREEN PLAINS INC COM 393222104   1,238,403 49,104 SH   SOLE   49,104 0 0
HAMILTON LANE INC CL A 407497106   1,117,951 9,855 SH   SOLE   9,855 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   2,698,069 97,827 SH   SOLE   97,827 0 0
HENRY SCHEIN CORP COM 806407102   1,063,044 14,041 SH   SOLE   14,041 0 0
HOLOGIC INC COM 436440101   2,252,318 31,523 SH   SOLE   31,523 0 0
HOME DEPOT INC COM 437076102   5,875,409 16,954 SH   SOLE   16,954 0 0
HONEYWELL INTL INC COM COM 438516106   7,044,369 33,591 SH   SOLE   33,591 0 0
IDEXX LABS INC COM 45168D104   1,553,585 2,799 SH   SOLE   2,799 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,084,432 4,140 SH   SOLE   4,140 0 0
INGLES MKTS INC CL A 457030104   405,939 4,700 SH   SOLE   4,700 0 0
INSTALLED BLDG PRODS INC COM 45780R101   1,326,908 7,258 SH   SOLE   7,258 0 0
INTEL CORP COM 458140100   3,339,263 66,453 SH   SOLE   66,453 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   6,169,509 76,195 SH   SOLE   76,195 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   6,762,138 41,346 SH   SOLE   41,346 0 0
INTERNATIONAL PAPER CO COM 460146103   2,924,969 80,912 SH   SOLE   80,912 0 0
INTUIT COM 461202103   269,388 431 SH   SOLE   431 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   555,632 1,647 SH   SOLE   1,647 0 0
IQVIA HLDGS INC COM 46266C105   1,113,863 4,814 SH   SOLE   4,814 0 0
ITRON INC COM 465741106   2,634,544 34,890 SH   SOLE   34,890 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   5,048,082 50,760 SH   SOLE   50,760 0 0
JOHNSON & JOHNSON COM 478160104   13,417,101 85,601 SH   SOLE   85,601 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,126,343 19,541 SH   SOLE   19,541 0 0
JPMORGAN CHASE & CO COM 46625H100   19,354,999 113,786 SH   SOLE   113,786 0 0
KADANT INC COM 48282T104   1,297,835 4,630 SH   SOLE   4,630 0 0
KENVUE INC COM 49177J102   2,365,501 109,870 SH   SOLE   109,870 0 0
LAMB WESTON HLDGS INC COM 513272104   6,254,304 57,862 SH   SOLE   57,862 0 0
LENNOX INTL INC COM 526107107   1,392,235 3,111 SH   SOLE   3,111 0 0
ELI LILLY & CO COM 532457108   212,183 364 SH   SOLE   364 0 0
LINDE PLC SHS G54950103   1,982,497 4,827 SH   SOLE   4,827 0 0
LINDSAY CORP COM 535555106   4,045,033 31,318 SH   SOLE   31,318 0 0
LIVENT CORP COM 53814L108   1,599,609 88,966 SH   SOLE   88,966 0 0
LKQ CORP COM 501889208   1,298,024 27,161 SH   SOLE   27,161 0 0
LOCKHEED MARTIN CORP COM 539830109   4,491,608 9,910 SH   SOLE   9,910 0 0
LOWES COS INC COM 548661107   7,916,994 35,574 SH   SOLE   35,574 0 0
M/I HOMES INC COM 55305B101   261,706 1,900 SH   SOLE   1,900 0 0
MARKEL CORP COM 570535104   2,322,956 1,636 SH   SOLE   1,636 0 0
MARQETA INC CLASS A COM 57142B104   208,953 29,936 SH   SOLE   29,936 0 0
MASCO CORP COM 574599106   1,879,861 28,066 SH   SOLE   28,066 0 0
MASTERCARD INCORPORATED CL A 57636Q104   586,025 1,374 SH   SOLE   1,374 0 0
MCCORMICK & CO INC COM NON VTG 579780206   2,421,247 35,388 SH   SOLE   35,388 0 0
MCDONALDS CORP COM 580135101   7,027,287 23,700 SH   SOLE   23,700 0 0
MEDTRONIC PLC SHS G5960L103   6,550,775 79,519 SH   SOLE   79,519 0 0
MERCK & CO INC COM 58933Y105   15,701,933 144,028 SH   SOLE   144,028 0 0
METLIFE INC COM 59156R108   9,828,571 148,625 SH   SOLE   148,625 0 0
MICROSOFT CORP COM 594918104   37,333,251 99,280 SH   SOLE   99,280 0 0
MISSION PRODUCE INC COM 60510V108   864,874 85,716 SH   SOLE   85,716 0 0
MITEK SYS INC COM NEW 606710200   2,118,987 162,499 SH   SOLE   162,499 0 0
MONDELEZ INTL INC CL A 609207105   9,208,243 127,133 SH   SOLE   127,133 0 0
MONTAUK RENEWABLES INC COM 61218C103   501,072 56,237 SH   SOLE   56,237 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   1,139,009 35,450 SH   SOLE   35,450 0 0
MORNINGSTAR INC COM 617700109   857,003 2,994 SH   SOLE   2,994 0 0
MSCI INC COM 55354G100   449,126 794 SH   SOLE   794 0 0
MUELLER WTR PRODS INC COM SER A 624758108   2,262,514 157,119 SH   SOLE   157,119 0 0
NASDAQ INC COM 631103108   354,887 6,104 SH   SOLE   6,104 0 0
NCR CORP COM 62886E108   199,792 11,815 SH   SOLE   11,815 0 0
NETSCOUT SYS INC COM 64115T104   4,586,255 208,941 SH   SOLE   208,941 0 0
NIKE INC CL B 654106103   1,932,329 17,798 SH   SOLE   17,798 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   239,221 28,718 SH   SOLE   28,718 0 0
NVIDIA CORPORATION COM 67066G104   1,196,452 2,416 SH   SOLE   2,416 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,706,656 29,200 SH   SOLE   29,200 0 0
OATLY GROUP AB SPONSORED ADS 67421J108   2,211,727 1,874,345 SH   SOLE   1,874,345 0 0
O-I GLASS INC COM 67098H104   4,546,335 277,554 SH   SOLE   277,554 0 0
OKTA INC CL A 679295105   7,554,638 83,449 SH   SOLE   83,449 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,479,400 17,711 SH   SOLE   17,711 0 0
ONESPAN INC COM 68287N100   1,217,095 113,535 SH   SOLE   113,535 0 0
ORACLE CORP COM 68389X105   10,056,019 95,381 SH   SOLE   95,381 0 0
ORMAT TECHNOLOGIES INC COM 686688102   2,666,141 35,178 SH   SOLE   35,178 0 0
OWENS CORNING NEW COM 690742101   3,656,686 24,669 SH   SOLE   24,669 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   164,529 13,194 SH   SOLE   13,194 0 0
PALO ALTO NETWORKS INC COM 697435105   5,279,826 17,905 SH   SOLE   17,905 0 0
PAYCHEX INC COM 704326107   3,819,500 32,067 SH   SOLE   32,067 0 0
PAYONEER GLOBAL INC COM 70451X104   236,096 45,316 SH   SOLE   45,316 0 0
PAYPAL HLDGS INC COM 70450Y103   245,394 3,996 SH   SOLE   3,996 0 0
PENTAIR PLC SHS G7S00T104   968,061 13,314 SH   SOLE   13,314 0 0
PEPSICO INC COM 713448108   13,787,951 81,182 SH   SOLE   81,182 0 0
PFIZER INC COM 717081103   6,769,450 235,132 SH   SOLE   235,132 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   1,316,150 15,090 SH   SOLE   15,090 0 0
PLUG POWER INC COM NEW 72919P202   993,141 220,698 SH   SOLE   220,698 0 0
POTLATCHDELTIC CORPORATION COM 737630103   1,294,472 26,364 SH   SOLE   26,364 0 0
PPG INDS INC COM 693506107   7,775,852 51,995 SH   SOLE   51,995 0 0
PROCTER & GAMBLE CO COM 742718109   6,023,966 41,108 SH   SOLE   41,108 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106   4,528,219 74,051 SH   SOLE   74,051 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,919,506 473,952 SH   SOLE   473,952 0 0
Q2 HLDGS INC COM 74736L109   220,610 5,082 SH   SOLE   5,082 0 0
QUALCOMM INC COM 747525103   5,642,595 39,014 SH   SOLE   39,014 0 0
QUALYS INC COM 74758T303   6,414,627 32,681 SH   SOLE   32,681 0 0
QUANTA SVCS INC COM 74762E102   660,995 3,063 SH   SOLE   3,063 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   1,046,336 150,552 SH   SOLE   150,552 0 0
RADWARE LTD ORD M81873107   984,871 59,045 SH   SOLE   59,045 0 0
RAPID7 INC COM 753422104   6,259,473 109,623 SH   SOLE   109,623 0 0
RAYONIER INC COM 754907103   1,230,691 36,836 SH   SOLE   36,836 0 0
REMITLY GLOBAL INC COM 75960P104   221,174 11,389 SH   SOLE   11,389 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   296,097 38,655 SH   SOLE   38,655 0 0
REPAY HLDGS CORP COM CL A 76029L100   267,140 31,281 SH   SOLE   31,281 0 0
REPUBLIC SVCS INC COM 760759100   1,379,802 8,367 SH   SOLE   8,367 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,694,712 11,900 SH   SOLE   11,900 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,543,376 2,831 SH   SOLE   2,831 0 0
RTX CORPORATION COM 75513E101   1,739,426 20,673 SH   SOLE   20,673 0 0
S&P GLOBAL INC COM 78409V104   1,700,407 3,860 SH   SOLE   3,860 0 0
SCHNITZER STEEL INDS INC CL A 806882106   1,732,692 57,450 SH   SOLE   57,450 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102   641,094 17,064 SH   SOLE   17,064 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   4,017,354 60,869 SH   SOLE   60,869 0 0
SENTINELONE INC CL A 81730H109   8,502,366 309,853 SH   SOLE   309,853 0 0
SHIFT4 PMTS INC CL A 82452J109   262,569 3,532 SH   SOLE   3,532 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,051,716 67,678 SH   SOLE   67,678 0 0
SHOPIFY INC CL A 82509L107   201,138 2,582 SH   SOLE   2,582 0 0
SJW GROUP COM 784305104   1,214,203 18,580 SH   SOLE   18,580 0 0
SMITH A O CORP COM 831865209   1,277,902 15,501 SH   SOLE   15,501 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,524,370 16,286 SH   SOLE   16,286 0 0
SOUTHERN CO COM 842587107   424,506 6,054 SH   SOLE   6,054 0 0
SPLUNK INC COM 848637104   5,338,496 35,041 SH   SOLE   35,041 0 0
STATE STR CORP COM 857477103   1,823,253 23,538 SH   SOLE   23,538 0 0
STEEL DYNAMICS INC COM 858119100   2,220,516 18,802 SH   SOLE   18,802 0 0
STEM INC COM 85859N102   1,203,956 310,298 SH   SOLE   310,298 0 0
STERICYCLE COM 858912108   975,936 19,692 SH   SOLE   19,692 0 0
STERIS PLC SHS USD G8473T100   1,027,579 4,674 SH   SOLE   4,674 0 0
STONECO LTD COM CL A G85158106   209,635 11,627 SH   SOLE   11,627 0 0
STRYKER CORPORATION COM 863667101   6,382,690 21,314 SH   SOLE   21,314 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   1,557,178 102,110 SH   SOLE   102,110 0 0
SUNPOWER CORP COM 867652406   1,305,182 270,224 SH   SOLE   270,224 0 0
SUNRUN INC COM 86771W105   1,579,705 80,474 SH   SOLE   80,474 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   16,986,528 163,332 SH   SOLE   163,332 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   596,924 20,180 SH   SOLE   20,180 0 0
TE CONNECTIVITY LTD REG SHS H84989104   3,866,701 27,521 SH   SOLE   27,521 0 0
TENABLE HLDGS INC COM 88025T102   5,990,840 130,066 SH   SOLE   130,066 0 0
TERADYNE INC COM 880770102   1,701,051 15,675 SH   SOLE   15,675 0 0
TESLA INC COM 88160R101   349,860 1,408 SH   SOLE   1,408 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,065,304 3,891 SH   SOLE   3,891 0 0
TJX COS INC NEW COM 872540109   2,217,012 23,633 SH   SOLE   23,633 0 0
TOAST INC CL A 888787108   284,107 15,559 SH   SOLE   15,559 0 0
TOPBUILD CORP COM 89055F103   1,464,105 3,912 SH   SOLE   3,912 0 0
TRACTOR SUPPLY CO COM 892356106   2,680,564 12,466 SH   SOLE   12,466 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   532,678 2,184 SH   SOLE   2,184 0 0
TREX CO INC COM 89531P105   1,485,170 17,939 SH   SOLE   17,939 0 0
UNITEDHEALTH GROUP INC COM 91324P102   8,078,156 15,344 SH   SOLE   15,344 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,416,854 7,408 SH   SOLE   7,408 0 0
US BANCORP DEL COM NEW 902973304   2,829,517 65,377 SH   SOLE   65,377 0 0
UNITED PARCEL SERVICE INC CL B 911312106   10,708,621 68,108 SH   SOLE   68,108 0 0
VALMONT INDS INC COM 920253101   2,597,799 11,125 SH   SOLE   11,125 0 0
VARONIS SYS INC COM 922280102   5,573,560 123,091 SH   SOLE   123,091 0 0
VERALTO CORP COM SHS 92338C103   2,647,785 32,188 SH   SOLE   32,188 0 0
VERISIGN INC COM 92343E102   5,811,161 28,215 SH   SOLE   28,215 0 0
VERISK ANALYTICS INC COM 92345Y106   2,410,097 10,090 SH   SOLE   10,090 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,546,861 67,556 SH   SOLE   67,556 0 0
VISA INC COM CL A 92826C839   9,636,595 37,014 SH   SOLE   37,014 0 0
WABTEC COM 929740108   1,308,974 10,315 SH   SOLE   10,315 0 0
DISNEY WALT CO COM 254687106   5,199,801 57,590 SH   SOLE   57,590 0 0
WASTE MGMT INC DEL COM 94106L109   9,118,877 50,915 SH   SOLE   50,915 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   2,476,954 11,889 SH   SOLE   11,889 0 0
WD 40 CO COM 929236107   1,157,099 4,840 SH   SOLE   4,840 0 0
WESCO INTL INC COM 95082P105   1,371,739 7,889 SH   SOLE   7,889 0 0
WESTROCK CO COM 96145D105   3,675,433 88,522 SH   SOLE   88,522 0 0
WEX INC COM 96208T104   777,422 3,996 SH   SOLE   3,996 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,534,107 72,882 SH   SOLE   72,882 0 0
WOLFSPEED INC COM COM 977852102   1,377,918 31,669 SH   SOLE   31,669 0 0
XPENG INC SPON ADS ADS 98422D105   860,270 58,963 SH   SOLE   58,963 0 0
XYLEM INC COM 98419M100   4,695,507 41,059 SH   SOLE   41,059 0 0
YETI HLDGS INC COM 98585X104   1,404,170 27,118 SH   SOLE   27,118 0 0
ZSCALER INC COM 98980G102   6,874,564 31,028 SH   SOLE   31,028 0 0