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
ACCENTURE PLC ACCENTURE PLC G1151C101   7,950 21,021 SH   SOLE   21,021 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102   1,783 7,021 SH   SOLE   7,021 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107   22,233 107,206 SH   SOLE   107,206 0 0
ALCON INC ALCON INC H01301128   8,192 97,277 SH   SOLE   97,277 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102   368 5,000 SH   SOLE   5,000 0 0
ALPHABET - A ALPHABET - A 02079K305   6,540 48,301 SH   SOLE   48,301 0 0
AMAZON.COM AMAZON.COM 023135106   149 850 SH   SOLE   850 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103   1,259 10,629 SH   SOLE   10,629 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105   13,046 63,468 SH   SOLE   63,468 0 0
APTIV PLC APTIV PLC G6095L109   823 10,528 SH   SOLE   10,528 0 0
ARISTA NETWORKS ARISTA NETWORKS 040413106   2,731 10,000 SH   SOLE   10,000 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702   81 200 SH   SOLE   200 0 0
BROADCOM BROADCOM 11135F101   12,343 9,431 SH   SOLE   9,431 0 0
CLEAN HARBORS CLEAN HARBORS 184496107   3,229 17,163 SH   SOLE   17,163 0 0
CONFLUENT CONFLUENT 20717M103   2,657 81,576 SH   SOLE   81,576 0 0
CYBERARK CYBERARK M2682V108   11,735 44,487 SH   SOLE   44,487 0 0
DARLING INGREDIENTS DARLING INGREDIENTS 237266101   734 16,862 SH   SOLE   16,862 0 0
DATADOG DATADOG 23804L103   813 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105   2,529 6,761 SH   SOLE   6,761 0 0
DUOLINGO DUOLINGO 26603R106   11,184 52,377 SH   SOLE   52,377 0 0
EATON CORP EATON CORP G29183103   11,701 39,331 SH   SOLE   39,331 0 0
ELI LILLY ELI LILLY 532457108   9,703 12,731 SH   SOLE   12,731 0 0
EQUINIX EQUINIX 29444U700   1,934 2,125 SH   SOLE   2,125 0 0
FIRST SOLAR INC FIRST SOLAR INC 336433107   4,431 27,461 SH   SOLE   27,461 0 0
FREEPORT/MC MORAN FREEPORT/MC MORAN 35671D857   4,398 110,376 SH   SOLE   110,376 0 0
GITLAB INC GITLAB INC 37637K108   4,079 70,700 SH   SOLE   70,700 0 0
HASHICORP HASHICORP 418100103   8,198 308,411 SH   SOLE   308,411 0 0
HUBSPOT HUBSPOT 443573100   1,649 2,728 SH   SOLE   2,728 0 0
INTUIT INC INTUIT INC 461202103   16,628 25,514 SH   SOLE   25,514 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602   2,779 7,093 SH   SOLE   7,093 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800   317 10,000 SH   SOLE   10,000 0 0
INVESCO SOLAR ETF INVESCO SOLAR ETF 46138G706   165 3,600 SH   SOLE   3,600 0 0
ISHARES SEMICONDUCTOR ISHARES SEMICONDUCTOR 464287523   351 1,540 SH   SOLE   1,540 0 0
MASTEC MASTEC 576323109   1,195 12,937 SH   SOLE   12,937 0 0
MASTERCARD MASTERCARD 57636Q104   3,067 6,535 SH   SOLE   6,535 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103   14,314 146,627 SH   SOLE   146,627 0 0
MICROSOFT CORP MICROSOFT CORP 594918104   55,579 136,821 SH   SOLE   136,821 0 0
MONGO DB MONGO DB 60937P106   11,020 28,741 SH   SOLE   28,741 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101   443 29,097 SH   SOLE   29,097 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101   2,729 47,210 SH   SOLE   47,210 0 0
NEXTRACKER NEXTRACKER 65290E101   12,998 218,195 SH   SOLE   218,195 0 0
NVIDIA NVIDIA 67066G104   43,055 49,190 SH   SOLE   49,190 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105   2,443 30,938 SH   SOLE   30,938 0 0
ORACLE US ORACLE US 68389X105   847 7,535 SH   SOLE   7,535 0 0
OWENS CORNING OWENS CORNING 690742101   3,259 20,760 SH   SOLE   20,760 0 0
PALO ALTO PALO ALTO 697435105   7,311 26,093 SH   SOLE   26,093 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108   8,550 108,475 SH   SOLE   108,475 0 0
PROGRESSIVE US PROGRESSIVE US 743315103   5,095 25,678 SH   SOLE   25,678 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102   5,283 21,825 SH   SOLE   21,825 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100   2,567 13,935 SH   SOLE   13,935 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302   13,262 43,441 SH   SOLE   43,441 0 0
SENTINEL ONE SENTINEL ONE 81730H109   5,649 205,800 SH   SOLE   205,800 0 0
SERVICENOW SERVICENOW 81762P102   22,923 30,254 SH   SOLE   30,254 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107   1,901 145,981 SH   SOLE   145,981 0 0
STELLANTIS NV STELLANTIS NV N82405106   3,253 121,596 SH   SOLE   121,596 0 0
STRYKER CORP STRYKER CORP 863667101   6,109 17,070 SH   SOLE   17,070 0 0
SYNOPSYS SYNOPSYS 871607107   5,432 9,508 SH   SOLE   9,508 0 0
TERADATA TERADATA 88076W103   1,793 47,103 SH   SOLE   47,103 0 0
THERMO FISHER THERMO FISHER 883556102   4,890 8,182 SH   SOLE   8,182 0 0
TILRAY INC CLASS 2 COMMON TILRAY INC CLASS 2 COMMON 88688T100   50 29,500 SH   SOLE   29,500 0 0
T-MOBILE US T-MOBILE US 872590104   7,460 45,491 SH   SOLE   45,491 0 0
UNITED RENTALS UNITED RENTALS 911363109   4,030 5,961 SH   SOLE   5,961 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106   3,605 15,240 SH   SOLE   15,240 0 0
VISA VISA 92826C839   2,931 10,468 SH   SOLE   10,468 0 0
WABTEC WABTEC 929740108   4,358 30,581 SH   SOLE   30,581 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101   9,994 44,391 SH   SOLE   44,391 0 0
WESTROCK WESTROCK 96145D105   456 10,000 SH   SOLE   10,000 0 0
XYLEM XYLEM 98419M100   2,878 22,644 SH   SOLE   22,644 0 0