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
ABBVIE INC COM 00287Y109   124,862,299 772,523 SH   SOLE   772,523 0 0
ADDUS HOMECARE CORP COM 006739106   521,129 5,238 SH   SOLE   5,238 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   13,210,485 39,255 SH   SOLE   39,255 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   519,492 3,279 SH   SOLE   3,279 0 0
AFLAC INC COM 001055102   129,897,475 1,805,511 SH   SOLE   1,805,511 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   521,081 3,482 SH   SOLE   3,482 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   136,539 1,550 SH   SOLE   1,550 0 0
ALPHABET INC CAP STK CL A 02079K305   14,756,468 167,250 SH   SOLE   167,250 0 0
AMAZON COM INC COM 023135106   11,509,344 137,016 SH   SOLE   137,016 0 0
AMERESCO INC CL A 02361E108   30,915,426 541,047 SH   SOLE   541,047 0 0
AMERIPRISE FINL INC COM 03076C106   643,290 2,066 SH   SOLE   2,066 0 0
AMPHENOL CORP NEW CL A 032095101   22,869,106 300,356 SH   SOLE   300,356 0 0
APPLE INC COM 037833100   15,716,463 120,961 SH   SOLE   120,961 0 0
APPLIED MATLS INC COM 038222105   16,666,684 171,151 SH   SOLE   171,151 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   498,106 7,278 SH   SOLE   7,278 0 0
ARISTA NETWORKS INC COM 040413106   484,672 3,994 SH   SOLE   3,994 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   348,648 11,739 SH   SOLE   11,739 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   20,808 680 SH   SOLE   680 0 0
BAIDU INC SPON ADR REP A 056752108   324,839 2,840 SH   SOLE   2,840 0 0
BAKER HUGHES COMPANY CL A 05722G100   9,014,499 305,764 SH   SOLE   305,764 0 0
BLACKROCK INC COM 09247X101   120,437,907 169,929 SH   SOLE   169,929 0 0
BLACKSTONE INC COM 09260D107   369,689 4,983 SH   SOLE   4,983 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   17,974,333 249,817 SH   SOLE   249,817 0 0
BROADCOM INC COM 11135F101   134,416,870 240,400 SH   SOLE   240,400 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   505,534 3,147 SH   SOLE   3,147 0 0
CANADIAN NAT RES LTD COM 136385101   18,095,570 325,517 SH   SOLE   325,517 0 0
CANADIAN SOLAR INC COM 136635109   28,511,461 922,701 SH   SOLE   922,701 0 0
CARLYLE GROUP INC COM 14316J108   360,408 12,078 SH   SOLE   12,078 0 0
CENOVUS ENERGY INC COM 15135U109   18,975,800 978,713 SH   SOLE   978,713 0 0
CHEVRON CORP NEW COM 166764100   31,158,258 173,690 SH   SOLE   173,690 0 0
CI FINL CORP COM 125491100   292,694 29,355 SH   SOLE   29,355 0 0
CISCO SYS INC COM 17275R102   134,889,171 2,831,403 SH   SOLE   2,831,403 0 0
CME GROUP INC COM 12572Q105   118,371,526 703,840 SH   SOLE   703,840 0 0
COCA COLA CO COM 191216100   120,879,188 1,900,105 SH   SOLE   1,900,105 0 0
COMCAST CORP NEW CL A 20030N101   14,510,976 414,955 SH   SOLE   414,955 0 0
CONOCOPHILLIPS COM 20825C104   27,743,066 235,566 SH   SOLE   235,566 0 0
DANAHER CORPORATION COM 235851102   19,839,083 74,746 SH   SOLE   74,746 0 0
DEVON ENERGY CORP NEW COM 25179M103   20,993,268 341,534 SH   SOLE   341,534 0 0
DIAMONDBACK ENERGY INC COM 25278X109   20,110,142 147,033 SH   SOLE   147,033 0 0
EMERSON ELEC CO COM 291011104   136,705,608 1,423,007 SH   SOLE   1,423,007 0 0
ENBRIDGE INC COM 29250N105   14,701,959 375,384 SH   SOLE   375,384 0 0
ENPHASE ENERGY INC COM 29355A107   33,290,104 125,642 SH   SOLE   125,642 0 0
ENTEGRIS INC COM 29362U104   314,701 4,798 SH   SOLE   4,798 0 0
EOG RES INC COM 26875P101   20,835,849 160,971 SH   SOLE   160,971 0 0
EXXON MOBIL CORP COM 30231G102   34,031,595 308,921 SH   SOLE   308,921 0 0
FIRST SOLAR INC COM 336433107   47,396,402 316,419 SH   SOLE   316,419 0 0
FORTIVE CORP COM 34959J108   538,736 8,385 SH   SOLE   8,385 0 0
FRANKLIN RESOURCES INC COM 354613101   426,749 16,177 SH   SOLE   16,177 0 0
GALLAGHER ARTHUR J & CO COM 363576109   117,310,314 622,110 SH   SOLE   622,110 0 0
GENTHERM INC COM 37253A103   34,454,969 527,722 SH   SOLE   527,722 0 0
HALLIBURTON CO COM 406216101   11,081,683 282,063 SH   SOLE   282,063 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   5,637,764 764,378 SH   SOLE   764,378 0 0
HENRY JACK & ASSOC INC COM 426281101   432,404 2,463 SH   SOLE   2,463 0 0
HUBBELL INC COM 443510607   44,503,072 189,633 SH   SOLE   189,633 0 0
IDEX CORP COM 45167R104   542,512 2,376 SH   SOLE   2,376 0 0
ILLINOIS TOOL WKS INC COM 452308109   105,700,099 479,734 SH   SOLE   479,734 0 0
IMPERIAL OIL LTD COM NEW 453038408   18,619,009 382,388 SH   SOLE   382,388 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   19,997,561 194,927 SH   SOLE   194,927 0 0
INTUIT COM 461202103   18,704,356 48,056 SH   SOLE   48,056 0 0
ITRON INC COM 465741106   30,950,847 611,073 SH   SOLE   611,073 0 0
JD.COM INC SPON ADR CL A 47215P106   205,997 3,670 SH   SOLE   3,670 0 0
JOHNSON & JOHNSON COM 478160104   139,679,380 790,624 SH   SOLE   790,624 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   542,634 3,172 SH   SOLE   3,172 0 0
KINDER MORGAN INC DEL COM 49456B101   13,101,209 723,580 SH   SOLE   723,580 0 0
KKR & CO INC COM 48251W104   421,586 9,082 SH   SOLE   9,082 0 0
KLA CORP COM NEW 482480100   20,090,798 53,287 SH   SOLE   53,287 0 0
LAM RESEARCH CORP COM 512807108   16,296,712 38,774 SH   SOLE   38,774 0 0
MASTERCARD INCORPORATED CL A 57636Q104   22,496,045 64,694 SH   SOLE   64,694 0 0
META PLATFORMS INC CL A 30303M102   13,027,046 108,252 SH   SOLE   108,252 0 0
MICROSOFT CORP COM 594918104   121,979,291 508,583 SH   SOLE   508,583 0 0
MONDELEZ INTL INC CL A 609207105   126,804,431 1,902,337 SH   SOLE   1,902,337 0 0
NASDAQ INC COM 631103108   647,672 10,557 SH   SOLE   10,557 0 0
NETEASE INC SPONSORED ADS 64110W102   6,933,494 95,461 SH   SOLE   95,461 0 0
NEXTERA ENERGY INC COM 65339F101   46,404,354 555,076 SH   SOLE   555,076 0 0
NIKE INC CL B 654106103   18,295,567 156,359 SH   SOLE   156,359 0 0
NVIDIA CORPORATION COM 67066G104   11,956,444 81,815 SH   SOLE   81,815 0 0
ON SEMICONDUCTOR CORP COM 682189105   39,008,755 625,441 SH   SOLE   625,441 0 0
ORMAT TECHNOLOGIES INC COM 686688102   37,083,229 428,807 SH   SOLE   428,807 0 0
OTIS WORLDWIDE CORP COM 68902V107   112,800,636 1,440,195 SH   SOLE   1,440,195 0 0
PAYCHEX INC COM 704326107   127,020,095 1,099,015 SH   SOLE   1,099,015 0 0
PAYPAL HLDGS INC COM 70450Y103   16,327,470 229,254 SH   SOLE   229,254 0 0
PEPSICO INC COM 713448108   134,771,681 745,898 SH   SOLE   745,898 0 0
PERKINELMER INC COM 714046109   479,272 3,418 SH   SOLE   3,418 0 0
PIONEER NAT RES CO COM 723787107   18,860,291 82,641 SH   SOLE   82,641 0 0
PRICE T ROWE GROUP INC COM 74144T108   320,418 2,938 SH   SOLE   2,938 0 0
PROCTER AND GAMBLE CO COM 742718109   121,861,985 803,946 SH   SOLE   803,946 0 0
QUALCOMM INC COM 747525103   5,442,391 49,503 SH   SOLE   49,503 0 0
RAYMOND JAMES FINL INC COM 754730109   693,670 6,492 SH   SOLE   6,492 0 0
ROPER TECHNOLOGIES INC COM 776696106   21,674,931 50,163 SH   SOLE   50,163 0 0
SALESFORCE INC COM 79466L302   14,598,159 110,100 SH   SOLE   110,100 0 0
SCHLUMBERGER LTD COM STK 806857108   25,557,015 478,669 SH   SOLE   478,669 0 0
SCULPTOR CAP MGMT COM CL A 811246107   103,227 11,920 SH   SOLE   11,920 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   432,868 4,750 SH   SOLE   4,750 0 0
SMITH A O CORP COM 831865209   486,826 8,505 SH   SOLE   8,505 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   23,641,431 83,459 SH   SOLE   83,459 0 0
STATE STR CORP COM 857477103   498,542 6,427 SH   SOLE   6,427 0 0
SUNCOR ENERGY INC NEW COM 867224107   17,029,132 537,790 SH   SOLE   537,790 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   14,461,580 802,975 SH   SOLE   802,975 0 0
SUNPOWER CORP COM 867652406   3,774,094 208,968 SH   SOLE   208,968 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   28,611,075 383,643 SH   SOLE   383,643 0 0
TERADYNE INC COM 880770102   471,341 5,396 SH   SOLE   5,396 0 0
TETRA TECH INC NEW COM 88162G103   492,920 3,395 SH   SOLE   3,395 0 0
TEXAS INSTRS INC COM 882508104   101,745,279 615,798 SH   SOLE   615,798 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   21,704,345 39,413 SH   SOLE   39,413 0 0
TPI COMPOSITES INC COM 87266J104   4,682,966 461,831 SH   SOLE   461,831 0 0
TREX CO INC COM 89531P105   362,091 8,554 SH   SOLE   8,554 0 0
V F CORP COM 918204108   106,421,952 3,854,595 SH   SOLE   3,854,595 0 0
VALERO ENERGY CORP COM 91913Y100   26,799,016 211,272 SH   SOLE   211,272 0 0
VISA INC COM CL A 92826C839   20,926,418 100,724 SH   SOLE   100,724 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   377,179 1,471 SH   SOLE   1,471 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   12,025,679 177,527 SH   SOLE   177,527 0 0