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
MICROSOFT CORP COM 594918104 49,271 191,841 SH   SOLE 0 191,841 0 0
APPLE INC COM 037833100 40,718 297,824 SH   SOLE 0 297,824 0 0
ALPHABET INC-CL C COM 02079K107 40,350 18,446 SH   SOLE 0 18,446 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 26,761 135,917 SH   SOLE 0 135,917 0 0
SALESFORCE INC COM 79466L302 24,333 147,434 SH   SOLE 0 147,434 0 0
DANAHER CORP COM 235851102 21,874 86,281 SH   SOLE 0 86,281 0 0
AUTOZONE INC COM 053332102 20,872 9,712 SH   SOLE 0 9,712 0 0
AMAZON.COM INC COM 023135106 20,170 189,911 SH   SOLE 0 189,911 0 0
CARMAX INC COM 143130102 19,495 215,467 SH   SOLE 0 215,467 0 0
COSTCO WHOLESALE CORP COM 22160K105 19,478 40,640 SH   SOLE 0 40,640 0 0
CENTENE CORP COM 15135B101 18,840 222,673 SH   SOLE 0 222,673 0 0
ADOBE INC COM 00724F101 18,656 50,965 SH   SOLE 0 50,965 0 0
S&P GLOBAL INC COM 78409V104 16,854 50,004 SH   SOLE 0 50,004 0 0
HOME DEPOT INC COM 437076102 15,051 54,878 SH   SOLE 0 54,878 0 0
STARBUCKS CORP COM 855244109 14,458 189,262 SH   SOLE 0 189,262 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 13,591 94,253 SH   SOLE 0 94,253 0 0
SERVICENOW INC COM 81762P102 12,638 26,577 SH   SOLE 0 26,577 0 0
WALT DISNEY CO/THE COM 254687106 12,250 129,762 SH   SOLE 0 129,762 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,178 22,416 SH   SOLE 0 22,416 0 0
JPMORGAN CHASE & CO COM 46625H100 11,471 101,865 SH   SOLE 0 101,865 0 0
COPART INC COM 217204106 10,715 98,613 SH   SOLE 0 98,613 0 0
AUTODESK INC COM 052769106 10,409 60,531 SH   SOLE 0 60,531 0 0
SCHWAB (CHARLES) CORP COM 808513105 10,254 162,293 SH   SOLE 0 162,293 0 0
MSCI INC COM 55354G100 10,031 24,338 SH   SOLE 0 24,338 0 0
ENPHASE ENERGY INC COM 29355A107 9,966 51,044 SH   SOLE 0 51,044 0 0
REALTY INCOME CORP COM 756109104 9,601 140,660 SH   SOLE 0 140,660 0 0
INTL BUSINESS MACHINES CORP COM 459200101 9,525 67,461 SH   SOLE 0 67,461 0 0
BROWN & BROWN INC COM 115236101 9,409 161,279 SH   SOLE 0 161,279 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 9,187 282,593 SH   SOLE 0 282,593 0 0
AMERICAN TOWER CORP COM 03027X100 8,649 33,838 SH   SOLE 0 33,838 0 0
LULULEMON ATHLETICA INC COM 550021109 8,550 31,362 SH   SOLE 0 31,362 0 0
FASTENAL CO COM 311900104 8,529 170,850 SH   SOLE 0 170,850 0 0
CISCO SYSTEMS INC COM 17275R102 8,139 190,873 SH   SOLE 0 190,873 0 0
VULCAN MATERIALS CO COM 929160109 7,893 55,546 SH   SOLE 0 55,546 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 7,681 91,952 SH   SOLE 0 91,952 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,669 81,547 SH   SOLE 0 81,547 0 0
ENVIVA INC COM 29415B103 7,304 127,943 SH   SOLE 0 127,943 0 0
NIKE INC -CL B CL B 654106103 7,254 70,975 SH   SOLE 0 70,975 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 7,252 55,842 SH   SOLE 0 55,842 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 7,169 260,417 SH   SOLE 0 260,417 0 0
MASTERCARD INC - A CL A 57636Q104 7,155 22,679 SH   SOLE 0 22,679 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104 6,947 391,578 SH   SOLE 0 391,578 0 0
EQUINIX INC COM 29444U700 6,903 10,506 SH   SOLE 0 10,506 0 0
CME GROUP INC COM 12572Q105 6,711 32,785 SH   SOLE 0 32,785 0 0
SIMON PROPERTY GROUP INC COM 828806109 6,487 68,342 SH   SOLE 0 68,342 0 0
ATLANTICA SUSTAINABLE INFRAS SHS G0751N103 6,366 197,319 SH   SOLE 0 197,319 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 6,124 25,465 SH   SOLE 0 25,465 0 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 5,900 386,360 SH   SOLE 0 386,360 0 0
XYLEM INC COM 98419M100 5,732 73,312 SH   SOLE 0 73,312 0 0
MOODY'S CORP COM 615369105 5,646 20,760 SH   SOLE 0 20,760 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,567 20,343 SH   SOLE 0 20,343 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 5,226 17,282 SH   SOLE 0 17,282 0 0
TEXAS INSTRUMENTS INC COM 882508104 5,030 32,739 SH   SOLE 0 32,739 0 0
HANNON ARMSTRONG SUSTAINABLE COM 41068X100 4,870 128,639 SH   SOLE 0 128,639 0 0
SEA LTD-ADR SPONSORD ADS 81141R100 4,834 72,303 SH   SOLE 0 72,303 0 0
AZURE POWER GLOBAL LTD SHS V0393H103 4,304 377,583 SH   SOLE 0 377,583 0 0
IRON MOUNTAIN INC COM 46284V101 1,522 31,267 SH   SOLE 0 31,267 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 1,467 673 SH   SOLE 0 673 0 0
ELECTRONIC ARTS INC COM 285512109 363 2,982 SH   SOLE 0 2,982 0 0
CVS HEALTH CORP COM 126650100 258 2,786 SH   SOLE 0 2,786 0 0