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
ACCENTURE PLC ACCENTURE PLC G1151C101   10,638 34,923 SH   SOLE   34,923 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102   1,687 7,036 SH   SOLE   7,036 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107   21,722 137,883 SH   SOLE   137,883 0 0
ALCON INC ALCON INC H01301128   12,468 139,811 SH   SOLE   139,811 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102   260 3,500 SH   SOLE   3,500 0 0
ALPHABET - A ALPHABET - A 02079K305   8,525 46,363 SH   SOLE   46,363 0 0
AMAZON.COM AMAZON.COM 023135106   87 450 SH   SOLE   450 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103   1,380 10,652 SH   SOLE   10,652 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105   12,654 54,505 SH   SOLE   54,505 0 0
APTIV PLC APTIV PLC G6095L109   713 10,550 SH   SOLE   10,550 0 0
ARISTA NETWORKS ARISTA NETWORKS 040413106   2,356 7,039 SH   SOLE   7,039 0 0
ASTERA LABS INC ASTERA LABS INC 04626A103   2,038 36,647 SH   SOLE   36,647 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702   82 200 SH   SOLE   200 0 0
BROADCOM BROADCOM 11135F101   16,114 10,122 SH   SOLE   10,122 0 0
CLEAN HARBORS CLEAN HARBORS 184496107   3,633 15,935 SH   SOLE   15,935 0 0
CONFLUENT CONFLUENT 20717M103   9,176 333,083 SH   SOLE   333,083 0 0
CYBERARK CYBERARK M2682V108   15,973 60,781 SH   SOLE   60,781 0 0
DARLING INGREDIENTS DARLING INGREDIENTS 237266101   604 16,899 SH   SOLE   16,899 0 0
DATADOG DATADOG 23804L103   825 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105   3,765 10,006 SH   SOLE   10,006 0 0
DUOLINGO DUOLINGO 26603R106   9,494 46,565 SH   SOLE   46,565 0 0
EATON CORP EATON CORP G29183103   12,166 38,589 SH   SOLE   38,589 0 0
ELI LILLY ELI LILLY 532457108   35,161 39,013 SH   SOLE   39,013 0 0
FIRST SOLAR INC FIRST SOLAR INC 336433107   2,596 10,472 SH   SOLE   10,472 0 0
FREEPORT/MC MORAN FREEPORT/MC MORAN 35671D857   5,460 110,376 SH   SOLE   110,376 0 0
GITLAB INC GITLAB INC 37637K108   8,089 166,574 SH   SOLE   166,574 0 0
HASHICORP HASHICORP 418100103   201 6,000 SH   SOLE   6,000 0 0
HUBSPOT HUBSPOT 443573100   1,699 2,988 SH   SOLE   2,988 0 0
INTUIT INC INTUIT INC 461202103   20,114 31,553 SH   SOLE   31,553 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602   4,036 9,120 SH   SOLE   9,120 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800   220 6,400 SH   SOLE   6,400 0 0
KINGSOFT CLOUD KINGSOFT CLOUD 49639K101   7 2,500 SH   SOLE   2,500 0 0
MASTEC MASTEC 576323109   2,240 20,620 SH   SOLE   20,620 0 0
MASTERCARD MASTERCARD 57636Q104   7,174 15,859 SH   SOLE   15,859 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103   7,817 54,909 SH   SOLE   54,909 0 0
MICROSOFT CORP MICROSOFT CORP 594918104   70,683 156,322 SH   SOLE   156,322 0 0
MONGO DB MONGO DB 60937P106   12,884 53,568 SH   SOLE   53,568 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101   468 37,180 SH   SOLE   37,180 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101   3,473 47,341 SH   SOLE   47,341 0 0
NEXTRACKER NEXTRACKER 65290E101   11,176 239,883 SH   SOLE   239,883 0 0
NVIDIA NVIDIA 67066G104   39,918 315,810 SH   SOLE   315,810 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105   2,109 30,938 SH   SOLE   30,938 0 0
OWENS CORNING OWENS CORNING 690742101   3,365 19,430 SH   SOLE   19,430 0 0
PALO ALTO PALO ALTO 697435105   5,042 15,500 SH   SOLE   15,500 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108   11,016 174,723 SH   SOLE   174,723 0 0
PROGRESSIVE US PROGRESSIVE US 743315103   5,856 28,128 SH   SOLE   28,128 0 0
PURE STORAGE PURE STORAGE 74624M102   2,259 36,021 SH   SOLE   36,021 0 0
QIAGEN N.V. QIAGEN N.V. N72482149   4,425 101,488 SH   SOLE   101,488 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102   4,677 17,545 SH   SOLE   17,545 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100   2,382 12,274 SH   SOLE   12,274 0 0
SENTINEL ONE SENTINEL ONE 81730H109   5,537 288,860 SH   SOLE   288,860 0 0
SERVICENOW SERVICENOW 81762P102   25,541 33,878 SH   SOLE   33,878 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107   919 146,376 SH   SOLE   146,376 0 0
STELLANTIS NV STELLANTIS NV N82405106   19,254 929,984 SH   SOLE   929,984 0 0
STRYKER CORP STRYKER CORP 863667101   14,526 42,659 SH   SOLE   42,659 0 0
SYNOPSYS SYNOPSYS 871607107   10,623 17,748 SH   SOLE   17,748 0 0
TERADATA TERADATA 88076W103   1,598 47,103 SH   SOLE   47,103 0 0
THERMO FISHER THERMO FISHER 883556102   5,003 8,963 SH   SOLE   8,963 0 0
T-MOBILE US T-MOBILE US 872590104   5,826 33,045 SH   SOLE   33,045 0 0
UNITED RENTALS UNITED RENTALS 911363109   4,113 6,530 SH   SOLE   6,530 0 0
VEEVA VEEVA 922475108   8,298 45,033 SH   SOLE   45,033 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106   2,229 8,259 SH   SOLE   8,259 0 0
VERTIV HOLDINGS VERTIV HOLDINGS 92537N108   10,225 117,516 SH   SOLE   117,516 0 0
WABTEC WABTEC 929740108   4,453 27,942 SH   SOLE   27,942 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101   10,358 43,516 SH   SOLE   43,516 0 0
WESTROCK WESTROCK 96145D105   421 8,475 SH   SOLE   8,475 0 0
WORKDAY INC WORKDAY INC 98138H101   15,406 71,066 SH   SOLE   71,066 0 0
XYLEM XYLEM 98419M100   3,305 24,266 SH   SOLE   24,266 0 0