The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 6,769,723 | 87,340 | SH | SOLE | 87,340 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 13,599,745 | 96,500 | SH | SOLE | 96,500 | 0 | 0 | ||
| AMALGAMATED FINANCIAL CORP | COM | 022671101 | BBG00XRT7YY5 | 6,214,816 | 230,691 | SH | SOLE | 230,691 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 10,552,675 | 56,329 | SH | SOLE | 56,329 | 0 | 0 | ||
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 11,718,670 | 40,687 | SH | SOLE | 40,687 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | BBG002MX7TQ9 | 15,057,403 | 896,274 | SH | SOLE | 896,274 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | BBG001SJZK39 | 2,102,054 | 133,210 | SH | SOLE | 133,210 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 10,966,319 | 325,700 | SH | SOLE | 325,700 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | BBG005XR47N7 | 11,257,481 | 250,556 | SH | SOLE | 250,556 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 10,693,354 | 80,498 | SH | SOLE | 80,498 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | BBG001T5VGH6 | 15,844,824 | 122,600 | SH | SOLE | 122,600 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 9,639,206 | 191,825 | SH | SOLE | 191,825 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | BBG001S5TC52 | 9,670,074 | 88,700 | SH | SOLE | 88,700 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | BBG006JNW312 | 23,396,086 | 769,355 | SH | SOLE | 769,355 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | BBG001S7BDN5 | 9,302,988 | 504,227 | SH | SOLE | 504,227 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXW5 | 10,371,535 | 168,890 | SH | SOLE | 168,890 | 0 | 0 | ||
| PGT INNOVATIONS INC | COM | 69336V101 | BBG001SNS069 | 4,574,802 | 112,403 | SH | SOLE | 112,403 | 0 | 0 | ||
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | BBG001S5V4Y5 | 9,119,820 | 210,425 | SH | SOLE | 210,425 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 17,442,378 | 120,600 | SH | SOLE | 120,600 | 0 | 0 | ||
| SANOFI | SPONSORED ADR | 80105N105 | BBG001S5W768 | 11,907,550 | 239,444 | SH | SOLE | 239,444 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | BBG001SBGZ25 | 12,649,072 | 22,059 | SH | SOLE | 22,059 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | BBG001S5XD28 | 15,654,074 | 298,913 | SH | SOLE | 298,913 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | BBG008NXC581 | 12,080,244 | 290,950 | SH | SOLE | 290,950 | 0 | 0 | ||
| WILLDAN GROUP INC | COM | 96924N100 | BBG001SNM0H3 | 3,837,987 | 178,511 | SH | SOLE | 178,511 | 0 | 0 | ||
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | BBG001T36GB5 | 6,412,674 | 218,044 | SH | SOLE | 218,044 | 0 | 0 | ||