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 60,694 347,597 SH   SOLE 1 347,597 0 0
MICROSOFT CORP COM 594918104 57,641 186,957 SH   SOLE 1 186,957 0 0
ALPHABET INC-CL C COM 02079K107 49,757 17,815 SH   SOLE 1 17,815 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 29,876 134,718 SH   SOLE 1 134,718 0 0
AMAZON.COM INC COM 023135106 26,497 8,128 SH   SOLE 1 8,128 0 0
SALESFORCE INC COM 79466L302 25,434 119,792 SH   SOLE 1 119,792 0 0
DANAHER CORP COM 235851102 25,180 85,843 SH   SOLE 1 85,843 0 0
ADOBE INC COM 00724F101 23,057 50,606 SH   SOLE 1 50,606 0 0
COSTCO WHOLESALE CORP COM 22160K105 22,952 39,857 SH   SOLE 1 39,857 0 0
CARMAX INC COM 143130102 20,234 209,723 SH   SOLE 1 209,723 0 0
JPMORGAN CHASE & CO COM 46625H100 19,808 145,307 SH   SOLE 1 145,307 0 0
NETFLIX INC COM 64110L106 18,983 50,677 SH   SOLE 1 50,677 0 0
CENTENE CORP COM 15135B101 18,064 214,561 SH   SOLE 1 214,561 0 0
WALT DISNEY CO/THE COM 254687106 17,116 124,788 SH   SOLE 1 124,788 0 0
AUTOZONE INC COM 053332102 16,968 8,299 SH   SOLE 1 8,299 0 0
HOME DEPOT INC COM 437076102 16,604 55,472 SH   SOLE 1 55,472 0 0
S&P GLOBAL INC COM 78409V104 16,590 40,445 SH   SOLE 1 40,445 0 0
STARBUCKS CORP COM 855244109 15,187 166,944 SH   SOLE 1 166,944 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 14,734 90,894 SH   SOLE 1 90,894 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,093 23,860 SH   SOLE 1 23,860 0 0
MSCI INC COM 55354G100 13,276 26,399 SH   SOLE 1 26,399 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 13,236 154,623 SH   SOLE 1 154,623 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 12,791 272,257 SH   SOLE 1 272,257 0 0
LULULEMON ATHLETICA INC COM 550021109 10,965 30,023 SH   SOLE 1 30,023 0 0
IRON MOUNTAIN INC COM 46284V101 10,963 197,849 SH   SOLE 1 197,849 0 0
ENPHASE ENERGY INC COM 29355A107 10,216 50,628 SH   SOLE 1 50,628 0 0
BROWN & BROWN INC COM 115236101 10,180 140,862 SH   SOLE 1 140,862 0 0
FASTENAL CO COM 311900104 10,132 170,566 SH   SOLE 1 170,566 0 0
ENVIVA INC COM 29415B103 10,127 127,943 SH   SOLE 1 127,943 0 0
VULCAN MATERIALS CO COM 929160109 9,917 53,984 SH   SOLE 1 53,984 0 0
TJX COMPANIES INC COM 872540109 9,778 161,413 SH   SOLE 1 161,413 0 0
REALTY INCOME CORP COM 756109104 9,767 140,937 SH   SOLE 1 140,937 0 0
NIKE INC -CL B CL B 654106103 9,532 70,836 SH   SOLE 1 70,836 0 0
EQUINIX INC COM 29444U700 9,474 12,775 SH   SOLE 1 12,775 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 9,232 260,417 SH   SOLE 1 260,417 0 0
CISCO SYSTEMS INC COM 17275R102 9,200 164,989 SH   SOLE 1 164,989 0 0
SIMON PROPERTY GROUP INC COM 828806109 8,958 68,090 SH   SOLE 1 68,090 0 0
XYLEM INC COM 98419M100 8,777 102,940 SH   SOLE 1 102,940 0 0
INTL BUSINESS MACHINES CORP COM 459200101 8,749 67,288 SH   SOLE 1 67,288 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 8,382 54,892 SH   SOLE 1 54,892 0 0
MASTERCARD INC - A CL A 57636Q104 8,366 23,410 SH   SOLE 1 23,410 0 0
SERVICENOW INC COM 81762P102 8,287 14,880 SH   SOLE 1 14,880 0 0
AMERICAN TOWER CORP COM 03027X100 8,269 32,917 SH   SOLE 1 32,917 0 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 8,168 386,360 SH   SOLE 1 386,360 0 0
AUTODESK INC COM 052769106 8,144 37,992 SH   SOLE 1 37,992 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,042 60,866 SH   SOLE 1 60,866 0 0
HANNON ARMSTRONG SUSTAINABLE COM 41068X100 7,939 167,384 SH   SOLE 1 167,384 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104 7,259 383,256 SH   SOLE 1 383,256 0 0
MOODY'S CORP COM 615369105 7,100 21,044 SH   SOLE 1 21,044 0 0
ATLANTICA SUSTAINABLE INFRAS SHS G0751N103 6,920 197,319 SH   SOLE 1 197,319 0 0
SEA LTD-ADR SPONSORD ADS 81141R100 6,735 56,226 SH   SOLE 1 56,226 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 6,735 16,399 SH   SOLE 1 16,399 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 6,707 26,836 SH   SOLE 1 26,836 0 0
ALLY FINANCIAL INC COM 02005N100 6,472 148,850 SH   SOLE 1 148,850 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 6,229 19,321 SH   SOLE 1 19,321 0 0
AZURE POWER GLOBAL LTD SHS V0393H103 6,019 361,702 SH   SOLE 1 361,702 0 0
TELADOC HEALTH INC COM 87918A105 4,358 60,413 SH   SOLE 1 60,413 0 0
COPART INC COM 217204106 4,088 32,579 SH   SOLE 1 32,579 0 0
CVS HEALTH CORP COM 126650100 2,993 29,575 SH   SOLE 1 29,575 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 2,036 732 SH   SOLE 1 732 0 0
TEXAS INSTRUMENTS INC COM 882508104 491 2,678 SH   SOLE 1 2,678 0 0
ELECTRONIC ARTS INC COM 285512109 377 2,982 SH   SOLE 1 2,982 0 0
TESLA INC COM 88160R101 320 297 SH   SOLE 1 297 0 0