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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   267,000 1,001 SH   SOLE   1,001 0 0
ICHOR HOLDINGS SHS G4740B105   668,000 24,896 SH   SOLE   24,896 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   493,000 9,372 SH   SOLE   9,372 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,246,000 30,646 SH   SOLE   30,646 0 0
GARMIN LTD SHS H2906T109   743,000 8,049 SH   SOLE   8,049 0 0
FREYR BATTERY SHS L4135L100   533,000 61,450 SH   SOLE   61,450 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,693,000 3,098 SH   SOLE   3,098 0 0
CUREVAC N V COM N2451R105   75,000 12,482 SH   SOLE   12,482 0 0
FLEX LTD ORD Y2573F102   1,170,000 54,537 SH   SOLE   54,537 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   1,099,000 68,411 SH   SOLE   68,411 0 0
ABB LTD SPONSORED ADR 000375204   1,441,000 47,306 SH   SOLE   47,306 0 0
ABCELLERA BIOLOGICS INC COM 00288U106   493,000 48,693 SH   SOLE   48,693 0 0
ADVANCED ENERGY INDS COM 007973100   1,515,000 17,662 SH   SOLE   17,662 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   579,000 6,865 SH   SOLE   6,865 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,789,000 12,284 SH   SOLE   12,284 0 0
ALPHABET INC CAP STK CL A 02079K305   341,000 3,860 SH   SOLE   3,860 0 0
AMERICAN TOWER CORP NEW COM 03027X100   350,000 1,653 SH   SOLE   1,653 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   764,000 5,012 SH   SOLE   5,012 0 0
ANALOG DEVICES INC COM 032654105   1,343,000 8,189 SH   SOLE   8,189 0 0
ANSYS INC COM 03662Q105   662,000 2,740 SH   SOLE   2,740 0 0
APPLE INC COM 037833100   2,145,000 16,507 SH   SOLE   16,507 0 0
APPLIED MATLS INC COM 038222105   1,563,000 16,054 SH   SOLE   16,054 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109   398,000 23,441 SH   SOLE   23,441 0 0
ARISTA NETWORKS INC COM 040413106   1,072,000 8,832 SH   SOLE   8,832 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   819,000 42,383 SH   SOLE   42,383 0 0
ATHERSYS INC NEW COM NEW 04744L205   20,000 24,400 SH   SOLE   24,400 0 0
ATLASSIAN CORPORATION CL A 049468101   486,000 3,779 SH   SOLE   3,779 0 0
AUTODESK INC COM 052769106   848,000 4,537 SH   SOLE   4,537 0 0
BADGER METER INC COM 056525108   992,000 9,099 SH   SOLE   9,099 0 0
BEAM GLOBAL COM 07373B109   801,000 45,854 SH   SOLE   45,854 0 0
BEAM THERAPEUTICS INC COM 07373V105   402,000 10,290 SH   SOLE   10,290 0 0
BIONTECH SE SPONSORED ADS 09075V102   512,000 3,406 SH   SOLE   3,406 0 0
BOX INC CL A 10316T104   918,000 29,495 SH   SOLE   29,495 0 0
BROADCOM INC COM 11135F101   1,258,000 2,250 SH   SOLE   2,250 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   2,744,000 99,641 SH   SOLE   99,641 0 0
AZENTA INC COM 114340102   702,000 12,055 SH   SOLE   12,055 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   916,000 5,700 SH   SOLE   5,700 0 0
CALIFORNIA WTR SVC GROUP COM 130788102   841,000 13,876 SH   SOLE   13,876 0 0
CANADIAN SOLAR INC COM 136635109   1,151,000 37,251 SH   SOLE   37,251 0 0
CANOO INC COM CL A 13803R102   105,000 85,229 SH   SOLE   85,229 0 0
CARIBOU BIOSCIENCES INC COM 142038108   472,000 75,107 SH   SOLE   75,107 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   652,000 68,440 SH   SOLE   68,440 0 0
CISCO SYS INC COM 17275R102   639,000 13,417 SH   SOLE   13,417 0 0
COMMERCIAL METALS CO COM 201723103   1,613,000 33,394 SH   SOLE   33,394 0 0
CORNING INC COM 219350105   743,000 23,272 SH   SOLE   23,272 0 0
CROWN CASTLE INC COM 22822V101   1,005,000 7,413 SH   SOLE   7,413 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   532,000 13,779 SH   SOLE   13,779 0 0
DATADOG INC CL A COM 23804L103   332,000 4,515 SH   SOLE   4,515 0 0
DIGITAL RLTY TR INC COM 253868103   1,205,000 12,019 SH   SOLE   12,019 0 0
DOCUSIGN INC COM 256163106   288,000 5,205 SH   SOLE   5,205 0 0
EDITAS MEDICINE INC COM 28106W103   529,000 59,655 SH   SOLE   59,655 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   105,000 33,562 SH   SOLE   33,562 0 0
ENPHASE ENERGY INC COM 29355A107   1,841,000 6,947 SH   SOLE   6,947 0 0
EQUINIX INC COM 29444U700   1,625,000 2,481 SH   SOLE   2,481 0 0
EXACT SCIENCES CORP COM 30063P105   266,000 5,372 SH   SOLE   5,372 0 0
EXTREME NETWORKS COM 30226D106   1,267,000 69,191 SH   SOLE   69,191 0 0
FIRST SOLAR INC COM 336433107   3,690,000 24,637 SH   SOLE   24,637 0 0
FORTINET INC COM 34959E109   923,000 18,869 SH   SOLE   18,869 0 0
GSK PLC SPONSORED ADR 37733W204   539,000 15,352 SH   SOLE   15,352 0 0
GUARDANT HEALTH INC COM 40131M109   216,000 7,940 SH   SOLE   7,940 0 0
HAIN CELESTIAL GROUP INC COM 405217100   335,000 20,716 SH   SOLE   20,716 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   1,822,000 62,858 SH   SOLE   62,858 0 0
HORIZON TECHNOLOGY FIN CORP COM 44045A102   2,239,000 193,040 SH   SOLE   193,040 0 0
HUDSON PAC PPTYS INC COM 444097109   1,404,000 144,303 SH   SOLE   144,303 0 0
ILLUMINA INC COM 452327109   541,000 2,677 SH   SOLE   2,677 0 0
INOVIO PHARMACEUTICALS INC COM NEW 45773H201   229,000 147,075 SH   SOLE   147,075 0 0
INTEL CORP COM 458140100   282,000 10,687 SH   SOLE   10,687 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   536,000 15,371 SH   SOLE   15,371 0 0
INTERFACE INC COM 458665304   792,000 80,274 SH   SOLE   80,274 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,273,000 16,134 SH   SOLE   16,134 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   472,000 1,779 SH   SOLE   1,779 0 0
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 46144X586   735,000 25,104 SH   SOLE   25,104 0 0
INVITAE CORP COM 46185L103   260,000 139,558 SH   SOLE   139,558 0 0
IRON MTN INC DEL COM 46284V101   1,541,000 30,918 SH   SOLE   30,918 0 0
ITRON INC COM 465741106   1,044,000 20,607 SH   SOLE   20,607 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   1,866,000 45,641 SH   SOLE   45,641 0 0
KILROY RLTY CORP COM 49427F108   1,242,000 32,111 SH   SOLE   32,111 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   485,000 101,869 SH   SOLE   101,869 0 0
LAM RESEARCH CORP COM 512807108   1,689,000 4,019 SH   SOLE   4,019 0 0
LILLY ELI & CO COM 532457108   491,000 1,341 SH   SOLE   1,341 0 0
LUMENTUM HLDGS INC COM 55024U109   636,000 12,192 SH   SOLE   12,192 0 0
LUMEN TECHNOLOGIES INC COM 550241103   150,000 28,710 SH   SOLE   28,710 0 0
MARVELL TECHNOLOGY INC COM 573874104   514,000 13,868 SH   SOLE   13,868 0 0
MICROSOFT CORP COM 594918104   938,000 3,912 SH   SOLE   3,912 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   852,000 12,134 SH   SOLE   12,134 0 0
MICRON TECHNOLOGY INC COM 595112103   566,000 11,328 SH   SOLE   11,328 0 0
MILLERKNOLL INC COM 600544100   403,000 19,178 SH   SOLE   19,178 0 0
MODERNA INC COM 60770K107   1,893,000 10,539 SH   SOLE   10,539 0 0
MONOLITHIC PWR SYS INC COM 609839105   553,000 1,564 SH   SOLE   1,564 0 0
MUELLER WTR PRODS INC COM SER A 624758108   501,000 46,526 SH   SOLE   46,526 0 0
NIO INC SPON ADS 62914V106   191,000 19,621 SH   SOLE   19,621 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109   150,000 18,858 SH   SOLE   18,858 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108   1,091,000 119,311 SH   SOLE   119,311 0 0
NIU TECHNOLOGIES ADS 65481N100   59,000 11,355 SH   SOLE   11,355 0 0
NVIDIA CORPORATION COM 67066G104   1,239,000 8,479 SH   SOLE   8,479 0 0
ORMAT TECHNOLOGIES INC COM 686688102   599,000 6,931 SH   SOLE   6,931 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   854,000 104,458 SH   SOLE   104,458 0 0
PALO ALTO NETWORKS INC COM 697435105   648,000 4,644 SH   SOLE   4,644 0 0
PAYPAL HLDGS INC COM 70450Y103   354,000 4,964 SH   SOLE   4,964 0 0
PERSONALIS INC COM 71535D106   132,000 66,616 SH   SOLE   66,616 0 0
PLURI INC COM 72942G104   55,000 58,603 SH   SOLE   58,603 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201   72,000 13,500 SH   SOLE   13,500 0 0
POWER INTEGRATIONS INC COM 739276103   250,000 3,480 SH   SOLE   3,480 0 0
PRIMO WATER CORPORATION COM 74167P108   508,000 32,690 SH   SOLE   32,690 0 0
PROLOGIS INC. COM 74340W103   1,093,000 9,695 SH   SOLE   9,695 0 0
PROTERRA INC COM 74374T109   280,000 74,190 SH   SOLE   74,190 0 0
PURE STORAGE INC CL A 74624M102   1,062,000 39,699 SH   SOLE   39,699 0 0
QUALCOMM INC COM 747525103   1,890,000 17,188 SH   SOLE   17,188 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   276,000 48,617 SH   SOLE   48,617 0 0
RAPID7 INC COM 753422104   437,000 12,862 SH   SOLE   12,862 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   600,000 32,581 SH   SOLE   32,581 0 0
SK TELECOM LTD SPONSORED ADR 78440P306   580,000 28,189 SH   SOLE   28,189 0 0
SL GREEN RLTY CORP COM 78440X887   745,000 22,085 SH   SOLE   22,085 0 0
SCHNITZER STEEL INDS INC CL A 806882106   1,184,000 38,623 SH   SOLE   38,623 0 0
SEAGEN INC COM 81181C104   338,000 2,633 SH   SOLE   2,633 0 0
SENTINELONE INC CL A 81730H109   211,000 14,470 SH   SOLE   14,470 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,040,000 42,141 SH   SOLE   42,141 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   579,000 6,355 SH   SOLE   6,355 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,567,000 5,532 SH   SOLE   5,532 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,673,000 51,679 SH   SOLE   51,679 0 0
BLOCK INC CL A 852234103   803,000 12,775 SH   SOLE   12,775 0 0
STEELCASE INC CL A 858155203   1,102,000 155,937 SH   SOLE   155,937 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   922,000 25,917 SH   SOLE   25,917 0 0
SUNPOWER CORP COM 867652406   1,920,000 106,464 SH   SOLE   106,464 0 0
SUNRUN INC COM 86771W105   1,168,000 48,615 SH   SOLE   48,615 0 0
TPI COMPOSITES INC COM 87266J104   1,056,000 104,132 SH   SOLE   104,132 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,103,000 28,233 SH   SOLE   28,233 0 0
10X GENOMICS INC CL A COM 88025U109   390,000 10,707 SH   SOLE   10,707 0 0
TESLA INC COM 88160R101   779,000 6,327 SH   SOLE   6,327 0 0
TREX CO INC COM 89531P105   959,000 22,654 SH   SOLE   22,654 0 0
2SEVENTY BIO INC COMMON STOCK 901384107   117,000 12,498 SH   SOLE   12,498 0 0
TWIST BIOSCIENCE CORP COM 90184D100   365,000 15,346 SH   SOLE   15,346 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   743,000 22,402 SH   SOLE   22,402 0 0
UNITEDHEALTH GROUP INC COM 91324P102   334,000 630 SH   SOLE   630 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   964,000 8,920 SH   SOLE   8,920 0 0
VEON LTD SPONSORED ADR 91822M106   18,000 37,000 SH   SOLE   37,000 0 0
VAIL RESORTS INC COM 91879Q109   679,000 2,848 SH   SOLE   2,848 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   472,000 1,636 SH   SOLE   1,636 0 0
VISA INC COM CL A 92826C839   213,000 1,025 SH   SOLE   1,025 0 0
VORNADO RLTY TR SH BEN INT 929042109   1,139,000 54,722 SH   SOLE   54,722 0 0
WOLFSPEED INC COM 977852102   1,424,000 20,623 SH   SOLE   20,623 0 0
XYLEM INC COM 98419M100   831,000 7,513 SH   SOLE   7,513 0 0
XPENG INC ADS 98422D105   141,000 14,150 SH   SOLE   14,150 0 0
ZSCALER INC COM 98980G102   268,000 2,394 SH   SOLE   2,394 0 0