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   394 2,648 SH   DFND N/A 0 0 2,648
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,239 18,500 SH   SOLE N/A 0 0 18,500
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,657 3,640 SH   DFND N/A 0 0 3,640
ADOBE SYSTEMS INCORPORATED COM 00724F101   9,659 21,200 SH   SOLE N/A 0 0 21,200
AIR PRODS & CHEMS INC COM 009158106   6,723 26,900 SH   SOLE N/A 0 0 26,900
ALPHABET INC CAP STK CL A 02079K305   22,807 8,200 SH   SOLE N/A 0 0 8,200
ALPHABET INC CAP STK CL C 02079K107   4,881 1,749 SH   DFND N/A 0 0 1,749
AMAZON COM INC COM 023135106   3,499 1,074 SH   DFND N/A 0 0 1,074
AMAZON COM INC COM 023135106   11,410 3,500 SH   SOLE N/A 0 0 3,500
AMERESCO INC CL A 02361E108   6,360 80,000 SH   SOLE N/A 0 0 80,000
AMERICAN HOMES 4 RENT CL A 02665T306   2,800 70,000 SH   SOLE N/A 0 0 70,000
AMERICAN TOWER CORP NEW COM 03027X100   1,810 7,210 SH   DFND N/A 0 0 7,210
AMERICAN WTR WKS CO INC NEW COM 030420103   4,635 28,000 SH   SOLE N/A 0 0 28,000
AMERICOLD RLTY TR COM 03064D108   1,532 55,000 SH   SOLE N/A 0 0 55,000
APPLE INC COM 037833100   12,135 69,500 SH   SOLE N/A 0 0 69,500
APTIV PLC SHS G6095L109   8,619 72,000 SH   SOLE N/A 0 0 72,000
ARES CAPITAL CORP COM 04010L103   18,294 874,120 SH   SOLE N/A 0 0 874,120
ARRAY TECHNOLOGIES INC COM SHS 04271T100   4,508 400,000 SH   SOLE N/A 0 0 400,000
AT&T INC COM 00206R102   16,404 694,200 SH   SOLE N/A 0 0 694,200
BALLARD PWR SYS INC NEW COM 058586108   4,541 390,000 SH   SOLE N/A 0 0 390,000
BANK NOVA SCOTIA B C COM 064149107   20,843 290,900 SH   SOLE N/A 0 0 290,900
BARINGS BDC INC COM 06759L103   6,344 614,000 SH   SOLE N/A 0 0 614,000
BARRICK GOLD CORP COM 067901108   15,513 632,700 SH   SOLE N/A 0 0 632,700
BEAM GLOBAL COM 07373B109   4,295 210,000 SH   SOLE N/A 0 0 210,000
BK OF AMERICA CORP COM 060505104   14,666 355,800 SH   SOLE N/A 0 0 355,800
BLACKROCK INC COM 09247X101   15,436 20,200 SH   SOLE N/A 0 0 20,200
BOSTON SCIENTIFIC CORP COM 101137107   15,484 349,600 SH   SOLE N/A 0 0 349,600
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104   9,439 167,000 SH   SOLE N/A 0 0 167,000
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   9,566 144,500 SH   SOLE N/A 0 0 144,500
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   5,625 137,000 SH   SOLE N/A 0 0 137,000
CADENCE DESIGN SYSTEM INC COM 127387108   5,921 36,000 SH   SOLE N/A 0 0 36,000
CANADIAN IMP BK COMM COM 136069101   20,290 167,200 SH   SOLE N/A 0 0 167,200
CANADIAN NAT RES LTD COM 136385101   23,480 379,300 SH   SOLE N/A 0 0 379,300
CANADIAN NATL RY CO COM 136375102   16,321 121,700 SH   SOLE N/A 0 0 121,700
CANADIAN PAC RY LTD COM 13645T100   19,308 234,000 SH   SOLE N/A 0 0 234,000
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   4,930 248,000 SH   SOLE N/A 0 0 248,000
CHECK POINT SOFTWARE TECH LT ORD M22465104   268 1,937 SH   DFND N/A 0 0 1,937
CHENIERE ENERGY INC COM NEW 16411R208   14,974 108,000 SH   SOLE N/A 0 0 108,000
CLOROX CO DEL COM 189054109   474 3,411 SH   DFND N/A 0 0 3,411
CONAGRA BRANDS INC COM 205887102   426 12,689 SH   DFND N/A 0 0 12,689
COSTCO WHSL CORP NEW COM 22160K105   11,287 19,600 SH   SOLE N/A 0 0 19,600
CROWN HLDGS INC COM 228368106   16,199 129,500 SH   SOLE N/A 0 0 129,500
DEERE & CO COM 244199105   11,425 27,500 SH   SOLE N/A 0 0 27,500
ECOLAB INC COM 278865100   1,458 8,262 SH   DFND N/A 0 0 8,262
ELECTRONIC ARTS INC COM 285512109   13,031 103,000 SH   SOLE N/A 0 0 103,000
ENBRIDGE INC COM 29250N105   24,318 528,400 SH   SOLE N/A 0 0 528,400
ENPHASE ENERGY INC COM 29355A107   4,641 23,000 SH   SOLE N/A 0 0 23,000
ENVIVA INC COM 29415B103   5,493 69,400 SH   SOLE N/A 0 0 69,400
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   5,638 120,000 SH   SOLE N/A 0 0 120,000
EXTRA SPACE STORAGE INC COM 30225T102   2,260 11,000 SH   SOLE N/A 0 0 11,000
FIRST REP BK SAN FRANCISCO C COM 33616C100   1,676 10,347 SH   DFND N/A 0 0 10,347
FISERV INC COM 337738108   1,136 11,212 SH   DFND N/A 0 0 11,212
FLUENCE ENERGY INC COM CL A 34379V103   2,556 195,000 SH   SOLE N/A 0 0 195,000
FRANCO NEV CORP COM 351858105   7,764 48,800 SH   SOLE N/A 0 0 48,800
FREEPORT-MCMORAN INC CL B 35671D857   8,008 161,000 SH   SOLE N/A 0 0 161,000
GOLUB CAP BDC INC COM 38173M102   1,528 100,500 SH   SOLE N/A 0 0 100,500
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114   10,798 140,100 SH   SOLE N/A 0 0 140,100
HANNON ARMSTRONG SUST INFR C COM 41068X100   5,549 117,000 SH   SOLE N/A 0 0 117,000
HDFC BANK LTD SPONSORED ADS 40415F101   4,568 74,530 SH   DFND N/A 0 0 74,530
HENRY SCHEIN INC COM 806407102   661 7,590 SH   DFND N/A 0 0 7,590
HOME DEPOT INC COM 437076102   3,252 10,872 SH   DFND N/A 0 0 10,872
HYATT HOTELS CORP COM CL A 448579102   3,818 40,000 SH   SOLE N/A 0 0 40,000
INGREDION INC COM 457187102   470 5,393 SH   DFND N/A 0 0 5,393
ISHARES TR USD GRN BOND ETF 46435U440   5,436 107,449 SH   SOLE N/A 0 0 107,449
ITRON INC COM 465741106   4,741 90,000 SH   SOLE N/A 0 0 90,000
J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878   2,444 50,000 SH   SOLE N/A 0 0 50,000
JPMORGAN CHASE & CO COM 46625H100   13,155 96,500 SH   SOLE N/A 0 0 96,500
KIMBERLY-CLARK CORP COM 494368103   561 4,562 SH   DFND N/A 0 0 4,562
LAMB WESTON HLDGS INC COM 513272104   776 12,964 SH   DFND N/A 0 0 12,964
LI AUTO INC SPONSORED ADS 50202M102   2,581 100,000 SH   SOLE N/A 0 0 100,000
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   1,683 55,200 SH   SOLE N/A 0 0 55,200
LOWES COS INC COM 548661107   9,240 45,700 SH   SOLE N/A 0 0 45,700
MEDTRONIC PLC SHS G5960L103   13,828 124,636 SH   SOLE N/A 0 0 124,636
MERCK & CO INC COM 58933Y105   639 7,789 SH   DFND N/A 0 0 7,789
MERCK & CO INC COM 58933Y105   9,723 118,500 SH   SOLE N/A 0 0 118,500
MICROSOFT CORP COM 594918104   3,788 12,295 SH   DFND N/A 0 0 12,295
MICROSOFT CORP COM 594918104   27,797 90,160 SH   SOLE N/A 0 0 90,160
MORGAN STANLEY COM NEW 617446448   7,779 89,000 SH   SOLE N/A 0 0 89,000
NEXTERA ENERGY INC COM 65339F101   2,240 26,464 SH   DFND N/A 0 0 26,464
NEXTERA ENERGY INC COM 65339F101   13,808 163,000 SH   SOLE N/A 0 0 163,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   5,502 66,000 SH   SOLE N/A 0 0 66,000
NIO INC SPON ADS 62914V106   2,947 140,000 SH   SOLE N/A 0 0 140,000
NORTHROP GRUMMAN CORP COM 666807102   12,835 28,700 SH   SOLE N/A 0 0 28,700
NUVEI CORPORATION SUB VTG SHS 67079A102   6,006 79,900 SH   SOLE N/A 0 0 79,900
NXP SEMICONDUCTORS N V COM N6596X109   7,218 39,000 SH   SOLE N/A 0 0 39,000
OAKTREE SPECIALTY LENDING CO COM 67401P108   6,088 826,700 SH   SOLE N/A 0 0 826,700
ORMAT TECHNOLOGIES INC COM 686688102   5,728 70,000 SH   SOLE N/A 0 0 70,000
PEPSICO INC COM 713448108   14,562 87,000 SH   SOLE N/A 0 0 87,000
PFIZER INC COM 717081103   532 10,292 SH   DFND N/A 0 0 10,292
PFIZER INC COM 717081103   13,295 256,800 SH   SOLE N/A 0 0 256,800
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107   917 54,000 SH   SOLE N/A 0 0 54,000
PLUG POWER INC COM NEW 72919P202   7,153 250,000 SH   SOLE N/A 0 0 250,000
PROCTER AND GAMBLE CO COM 742718109   2,023 13,250 SH   DFND N/A 0 0 13,250
PROLOGIS INC. COM 74340W103   4,841 30,000 SH   SOLE N/A 0 0 30,000
ROGERS COMMUNICATIONS INC CL B 775109200   14,639 258,700 SH   SOLE N/A 0 0 258,700
ROSS STORES INC COM 778296103   15,559 172,000 SH   SOLE N/A 0 0 172,000
ROYAL BK CDA COM 780087102   30,499 277,090 SH   SOLE N/A 0 0 277,090
S&P GLOBAL INC COM 78409V104   2,020 4,929 SH   DFND N/A 0 0 4,929
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   11,993 133,400 SH   SOLE N/A 0 0 133,400
SHELL PLC SPON ADS 780259305   18,402 335,000 SH   SOLE N/A 0 0 335,000
SHOPIFY INC CL A 82509L107   2,366 3,500 SH   SOLE N/A 0 0 3,500
SPDR SER TR BLOOMBERG HIGH Y 78468R622   717 7,000 SH   SOLE N/A 0 0 7,000
STELLANTIS N.V SHS N82405106   423 26,000 SH   DFND N/A 0 0 26,000
STEM INC COM 85859N102   3,964 360,000 SH   SOLE N/A 0 0 360,000
SUNCOR ENERGY INC NEW COM 867224107   26,438 812,300 SH   SOLE N/A 0 0 812,300
SUNRUN INC COM 86771W105   5,770 190,000 SH   SOLE N/A 0 0 190,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,306 22,132 SH   DFND N/A 0 0 22,132
TC ENERGY CORP COM 87807B107   112,538 1,995,870 SH   SOLE N/A 0 0 1,995,870
TELUS CORPORATION COM 87971M103   5,069 194,100 SH   SOLE N/A 0 0 194,100
TELUS INTL CDA INC SUB VTG SHS 87975H100   4,735 191,637 SH   SOLE N/A 0 0 191,637
TEXAS INSTRS INC COM 882508104   1,835 10,000 SH   SOLE N/A 0 0 10,000
TFI INTL INC COM 87241L109   8,039 75,500 SH   SOLE N/A 0 0 75,500
THERMO FISHER SCIENTIFIC INC COM 883556102   4,091 6,932 SH   DFND N/A 0 0 6,932
THERMO FISHER SCIENTIFIC INC COM 883556102   9,096 15,400 SH   SOLE N/A 0 0 15,400
TORONTO DOMINION BK ONT COM NEW 891160509   25,248 318,300 SH   SOLE N/A 0 0 318,300
TPI COMPOSITES INC COM 87266J104   4,921 350,000 SH   SOLE N/A 0 0 350,000
TRICON RESIDENTIAL INC COM NPV 89612W102   3,324 209,200 SH   SOLE N/A 0 0 209,200
UNION PAC CORP COM 907818108   14,589 53,400 SH   SOLE N/A 0 0 53,400
UNITEDHEALTH GROUP INC COM 91324P102   16,319 32,000 SH   SOLE N/A 0 0 32,000
VISA INC COM CL A 92826C839   3,626 16,362 SH   DFND N/A 0 0 16,362
VISA INC COM CL A 92826C839   22,288 100,500 SH   SOLE N/A 0 0 100,500
WALMART INC COM 931142103   15,786 106,000 SH   SOLE N/A 0 0 106,000
WASTE CONNECTIONS INC COM 94106B101   3,705 26,500 SH   SOLE N/A 0 0 26,500
WASTE MGMT INC DEL COM 94106L109   7,133 45,000 SH   SOLE N/A 0 0 45,000
WEST FRASER TIMBER CO LTD COM 952845105   4,059 49,350 SH   SOLE N/A 0 0 49,350
XYLEM INC COM 98419M100   4,348 51,000 SH   SOLE N/A 0 0 51,000