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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 49,332 360,190 SH   SOLE 1 360,190 0 0
MICROSOFT CORP COM 594918104 46,983 173,434 SH   SOLE 1 173,434 0 0
ALPHABET INC-CL C COM 02079K107 24,351 9,716 SH   SOLE 1 9,716 0 0
AMAZON.COM INC COM 023135106 23,895 6,946 SH   SOLE 1 6,946 0 0
DANAHER CORP COM 235851102 22,408 83,501 SH   SOLE 1 83,501 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 21,361 91,356 SH   SOLE 1 91,356 0 0
JPMORGAN CHASE & CO COM 46625H100 20,579 132,310 SH   SOLE 1 132,310 0 0
ADOBE INC COM 00724F101 19,778 33,772 SH   SOLE 1 33,772 0 0
HANNON ARMSTRONG SUSTAINABLE COM 41068X100 18,731 333,585 SH   SOLE 1 333,585 0 0
HOME DEPOT INC COM 437076102 18,314 57,429 SH   SOLE 1 57,429 0 0
WALT DISNEY CO/THE COM 254687106 18,102 102,987 SH   SOLE 1 102,987 0 0
COSTCO WHOLESALE CORP COM 22160K105 17,180 43,421 SH   SOLE 1 43,421 0 0
MSCI INC COM 55354G100 16,504 30,960 SH   SOLE 1 30,960 0 0
STARBUCKS CORP COM 855244109 15,423 137,942 SH   SOLE 1 137,942 0 0
TPI COMPOSITES INC COM 87266J104 14,476 298,963 SH   SOLE 1 298,963 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 14,249 76,127 SH   SOLE 1 76,127 0 0
CARMAX INC COM 143130102 14,059 108,861 SH   SOLE 1 108,861 0 0
ALLY FINL INC COM 02005N100 12,979 260,415 SH   SOLE 1 260,415 0 0
XYLEM INC COM 98419M100 12,370 103,118 SH   SOLE 1 103,118 0 0
NETFLIX INC COM 64110L106 12,122 22,950 SH   SOLE 1 22,950 0 0
DR HORTON INC COM 23331A109 11,791 130,473 SH   SOLE 1 130,473 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 11,741 347,563 SH   SOLE 1 347,563 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,576 22,947 SH   SOLE 1 22,947 0 0
CENTENE CORP COM 15135B101 11,395 156,243 SH   SOLE 1 156,243 0 0
EQUINIX INC COM 29444U700 11,166 13,912 SH   SOLE 1 13,912 0 0
LULULEMON ATHLETICA INC COM 550021109 10,728 29,395 SH   SOLE 1 29,395 0 0
NIKE INC CL B 654106103 10,623 68,760 SH   SOLE 1 68,760 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 10,486 56,944 SH   SOLE 1 56,944 0 0
TJX COMPANIES INC COM 872540109 10,029 148,756 SH   SOLE 1 148,756 0 0
SALESFORCE.COM INC COM 79466L302 9,934 40,669 SH   SOLE 1 40,669 0 0
TELADOC HEALTH INC COM 87918A105 9,929 59,708 SH   SOLE 1 59,708 0 0
CITIGROUP INC COM NEW 172967424 9,588 135,525 SH   SOLE 1 135,525 0 0
GILEAD SCIENCES INC COM 375558103 9,396 136,452 SH   SOLE 1 136,452 0 0
ENPHASE ENERGY INC COM 29355A107 9,360 50,970 SH   SOLE 1 50,970 0 0
VULCAN MATERIALS CO COM 929160109 8,917 51,224 SH   SOLE 1 51,224 0 0
AZURE POWER GLOBAL LTD SHS V0393H103 8,374 311,067 SH   SOLE 1 311,067 0 0
IRON MOUNTAIN INC COM 46284V101 8,342 197,115 SH   SOLE 1 197,115 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 7,798 164,751 SH   SOLE 1 164,751 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 7,674 236,189 SH   SOLE 1 236,189 0 0
AUTOZONE INC COM 053332102 7,558 5,065 SH   SOLE 1 5,065 0 0
SEAGATE TECHNOLOGY HOLDINGS SHS G7997R103 7,408 84,247 SH   SOLE 1 84,247 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,287 26,366 SH   SOLE 1 26,366 0 0
CISCO SYSTEMS INC COM 17275R102 7,255 136,888 SH   SOLE 1 136,888 0 0
INTL BUSINESS MACHINES CORP COM 459200101 7,077 48,276 SH   SOLE 1 48,276 0 0
DEXCOM INC COM 252131107 6,598 15,453 SH   SOLE 1 15,453 0 0
REALTY INCOME CORP COM 756109104 6,323 94,738 SH   SOLE 1 94,738 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 6,302 120,236 SH   SOLE 1 120,236 0 0
AZEK CO INC/THE CL A 05478C105 6,154 144,945 SH   SOLE 1 144,945 0 0
MERCER INTERNATIONAL INC COM 588056101 6,068 475,895 SH   SOLE 1 475,895 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104 5,776 337,764 SH   SOLE 1 337,764 0 0
ATLANTICA SUSTAINABLE INFRAS SHS G0751N103 5,766 154,915 SH   SOLE 1 154,915 0 0
MASTERCARD INC - A CL A 57636Q104 5,690 15,585 SH   SOLE 1 15,585 0 0
CVS HEALTH CORP COM 126650100 5,454 65,360 SH   SOLE 1 65,360 0 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 5,416 269,429 SH   SOLE 1 269,429 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,587 8,213 SH   SOLE 1 8,213 0 0
BLOOM ENERGY CORP- A COM CL A 093712107 4,267 158,809 SH   SOLE 1 158,809 0 0
SIMON PROPERTY GROUP INC COM 828806109 4,148 31,790 SH   SOLE 1 31,790 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 2,078 851 SH   SOLE 1 851 0 0
TEXAS INSTRUMENTS INC COM 882508104 1,297 6,746 SH   SOLE 1 6,746 0 0
CHURCH & DWIGHT CO INC COM 171340102 562 6,600 SH   SOLE 1 6,600 0 0
CHEVRON CORP COM 166764100 209 2,000 SH   SOLE 1 2,000 0 0
ACCENTURE PLC-CL A SHS CLASS A G1151C101 203 690 SH   SOLE 1 690 0 0
EXXON MOBIL CORP COM 30231G102 202 3,200 SH   SOLE 1 3,200 0 0