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   591,008 3,657 SH   SOLE   3,657 0 0
ACUITYADS HLDGS INC COM 00510L106   16,776 10,823 SH   SOLE   10,823 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,497,556 10,393 SH   SOLE   10,393 0 0
AFLAC INC COM 001055102   741,989 10,314 SH   SOLE   10,314 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,057,080 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305   3,897,031 44,169 SH   SOLE   44,169 0 0
ALPHABET INC CAP STK CL C 02079K107   298,133 3,360 SH   SOLE   3,360 0 0
AMAZON COM INC COM 023135106   3,048,864 36,296 SH   SOLE   36,296 0 0
AMERESCO INC CL A 02361E108   1,103,373 19,310 SH   SOLE   19,310 0 0
AMPHENOL CORP NEW CL A 032095101   6,346,497 83,353 SH   SOLE   83,353 0 0
ANALOG DEVICES INC COM 032654105   383,830 2,340 SH   SOLE   2,340 0 0
APPLE INC COM 037833100   4,140,479 31,867 SH   SOLE   31,867 0 0
APPLIED MATLS INC COM 038222105   4,677,064 48,029 SH   SOLE   48,029 0 0
ATLASSIAN CORPORATION CL A 049468101   30,111 234 SH   SOLE   234 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   517,140 16,900 SH   SOLE   16,900 0 0
BAIDU INC SPON ADR REP A 056752108   1,739,148 15,205 SH   SOLE   15,205 0 0
BAKER HUGHES COMPANY CL A 05722G100   239,813 8,121 SH   SOLE   8,121 0 0
BLACKROCK INC COM 09247X101   600,918 848 SH   SOLE   848 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,735,245 65,813 SH   SOLE   65,813 0 0
BROADCOM INC COM 11135F101   1,292,150 2,311 SH   SOLE   2,311 0 0
CANADIAN NAT RES LTD COM 136385101   512,633 9,231 SH   SOLE   9,231 0 0
CANADIAN SOLAR INC COM 136635109   988,986 32,006 SH   SOLE   32,006 0 0
CENOVUS ENERGY INC COM 15135U109   530,076 27,320 SH   SOLE   27,320 0 0
CHEVRON CORP NEW COM 166764100   978,579 5,452 SH   SOLE   5,452 0 0
CISCO SYS INC COM 17275R102   581,160 12,199 SH   SOLE   12,199 0 0
CME GROUP INC COM 12572Q105   556,610 3,310 SH   SOLE   3,310 0 0
COCA COLA CO COM 191216100   600,160 9,435 SH   SOLE   9,435 0 0
COMCAST CORP NEW CL A 20030N101   3,774,382 107,932 SH   SOLE   107,932 0 0
CONOCOPHILLIPS COM 20825C104   792,724 6,718 SH   SOLE   6,718 0 0
CRITEO S A SPONS ADS 226718104   58,635 2,250 SH   SOLE   2,250 0 0
DANA INC COM 235825205   263,807 17,436 SH   SOLE   17,436 0 0
DANAHER CORPORATION COM 235851102   5,161,623 19,447 SH   SOLE   19,447 0 0
DEVON ENERGY CORP NEW COM 25179M103   588,343 9,565 SH   SOLE   9,565 0 0
DIAMONDBACK ENERGY INC COM 25278X109   569,005 4,160 SH   SOLE   4,160 0 0
DIGITAL TURBINE INC COM NEW 25400W102   24,277 1,593 SH   SOLE   1,593 0 0
EMERSON ELEC CO COM 291011104   605,466 6,303 SH   SOLE   6,303 0 0
ENBRIDGE INC COM 29250N105   411,684 10,529 SH   SOLE   10,529 0 0
ENPHASE ENERGY INC COM 29355A107   1,073,618 4,052 SH   SOLE   4,052 0 0
EOG RES INC COM 26875P101   581,286 4,488 SH   SOLE   4,488 0 0
EXXON MOBIL CORP COM 30231G102   1,059,762 9,608 SH   SOLE   9,608 0 0
FIRST SOLAR INC COM 336433107   1,460,752 9,752 SH   SOLE   9,752 0 0
GALLAGHER ARTHUR J & CO COM 363576109   573,539 3,042 SH   SOLE   3,042 0 0
GENTHERM INC COM 37253A103   1,527,460 23,395 SH   SOLE   23,395 0 0
HALLIBURTON CO COM 406216101   294,613 7,487 SH   SOLE   7,487 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   158,065 21,418 SH   SOLE   21,418 0 0
HUBBELL INC COM 443510607   1,236,764 5,270 SH   SOLE   5,270 0 0
HUBSPOT INC COM 443573100   41,635 144 SH   SOLE   144 0 0
ILLINOIS TOOL WKS INC COM 452308109   588,862 2,673 SH   SOLE   2,673 0 0
IMPERIAL OIL LTD COM NEW 453038408   543,742 11,163 SH   SOLE   11,163 0 0
INTEL CORP COM 458140100   201,714 7,632 SH   SOLE   7,632 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,204,493 50,731 SH   SOLE   50,731 0 0
INTUIT COM 461202103   4,819,322 12,382 SH   SOLE   12,382 0 0
ITRON INC COM 465741106   859,277 16,965 SH   SOLE   16,965 0 0
JD.COM INC SPON ADR CL A 47215P106   2,211,522 39,400 SH   SOLE   39,400 0 0
JOHNSON & JOHNSON COM 478160104   591,248 3,347 SH   SOLE   3,347 0 0
KINDER MORGAN INC DEL COM 49456B101   378,125 20,914 SH   SOLE   20,914 0 0
KLA CORP COM NEW 482480100   5,115,920 13,569 SH   SOLE   13,569 0 0
LAM RESEARCH CORP COM 512807108   4,242,929 10,095 SH   SOLE   10,095 0 0
LEAR CORP COM NEW 521865204   279,789 2,256 SH   SOLE   2,256 0 0
LIVERAMP HLDGS INC COM 53815P108   30,167 1,287 SH   SOLE   1,287 0 0
MAGNITE INC COM 55955D100   36,122 3,411 SH   SOLE   3,411 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,858,207 16,847 SH   SOLE   16,847 0 0
META PLATFORMS INC CL A 30303M102   2,279,721 18,944 SH   SOLE   18,944 0 0
MICROSOFT CORP COM 594918104   5,579,413 23,265 SH   SOLE   23,265 0 0
MONDELEZ INTL INC CL A 609207105   591,119 8,869 SH   SOLE   8,869 0 0
NETEASE INC SPONSORED ADS 64110W102   1,967,619 27,091 SH   SOLE   27,091 0 0
NEXTERA ENERGY INC COM 65339F101   1,545,095 18,482 SH   SOLE   18,482 0 0
NIKE INC CL B 654106103   4,766,636 40,737 SH   SOLE   40,737 0 0
NVIDIA CORPORATION COM 67066G104   3,399,509 23,262 SH   SOLE   23,262 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,672,763 26,820 SH   SOLE   26,820 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,215,476 14,055 SH   SOLE   14,055 0 0
OTIS WORLDWIDE CORP COM 68902V107   598,915 7,648 SH   SOLE   7,648 0 0
PAYCHEX INC COM 704326107   563,008 4,872 SH   SOLE   4,872 0 0
PAYPAL HLDGS INC COM 70450Y103   3,736,913 52,470 SH   SOLE   52,470 0 0
PEGASYSTEMS INC COM 705573103   24,345 711 SH   SOLE   711 0 0
PEPSICO INC COM 713448108   591,842 3,276 SH   SOLE   3,276 0 0
PIONEER NAT RES CO COM 723787107   523,013 2,290 SH   SOLE   2,290 0 0
POWER INTEGRATIONS INC COM 739276103   327,043 4,560 SH   SOLE   4,560 0 0
PROCTER AND GAMBLE CO COM 742718109   608,362 4,014 SH   SOLE   4,014 0 0
PUBMATIC INC COM CL A 74467Q103   29,399 2,295 SH   SOLE   2,295 0 0
QUALCOMM INC COM 747525103   93,009 846 SH   SOLE   846 0 0
QUANTA SVCS INC COM 74762E102   475,380 3,336 SH   SOLE   3,336 0 0
ROKU INC COM CL A 77543R102   15,018 369 SH   SOLE   369 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,648,713 13,073 SH   SOLE   13,073 0 0
SALESFORCE INC COM 79466L302   3,789,025 28,577 SH   SOLE   28,577 0 0
SCHLUMBERGER LTD COM STK 806857108   722,512 13,515 SH   SOLE   13,515 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   237,303 2,604 SH   SOLE   2,604 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   688,913 2,432 SH   SOLE   2,432 0 0
SUNCOR ENERGY INC NEW COM 867224107   466,884 14,718 SH   SOLE   14,718 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   440,182 24,441 SH   SOLE   24,441 0 0
SUNPOWER CORP COM 867652406   85,048 4,717 SH   SOLE   4,717 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,839,318 64,966 SH   SOLE   64,966 0 0
TECHTARGET INC COM 87874R100   34,499 783 SH   SOLE   783 0 0
TESLA INC COM 88160R101   239,462 1,944 SH   SOLE   1,944 0 0
TEXAS INSTRS INC COM 882508104   559,435 3,386 SH   SOLE   3,386 0 0
THE TRADE DESK INC COM CL A 88339J105   40,347 900 SH   SOLE   900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,653,934 10,267 SH   SOLE   10,267 0 0
TPI COMPOSITES INC COM 87266J104   190,104 18,748 SH   SOLE   18,748 0 0
TREMOR INTL LTD ADS 89484T104   28,167 4,367 SH   SOLE   4,367 0 0
V F CORP COM 918204108   371,907 13,470 SH   SOLE   13,470 0 0
VALERO ENERGY CORP COM 91913Y100   775,495 6,113 SH   SOLE   6,113 0 0
VISA INC COM CL A 92826C839   5,441,234 26,190 SH   SOLE   26,190 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   3,098,428 45,740 SH   SOLE   45,740 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   30,080 999 SH   SOLE   999 0 0