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
ABBVIE INC COM 00287Y109 120,686 787,914 SH   SOLE   787,914 0 0
ADDUS HOMECARE CORP COM 006739106 510 6,127 SH   SOLE   6,127 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 14,489 39,581 SH   SOLE   39,581 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 415 3,563 SH   SOLE   3,563 0 0
AFLAC INC COM 001055102 94,510 1,708,047 SH   SOLE   1,708,047 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 460 3,874 SH   SOLE   3,874 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 177 1,550 SH   SOLE   1,550 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 534 12,848 SH   SOLE   12,848 0 0
ALPHABET INC CAP STK CL A 02079K305 18,376 8,432 SH   SOLE   8,432 0 0
AMAZON COM INC COM 023135106 14,673 138,155 SH   SOLE   138,155 0 0
AMERESCO INC CL A 02361E108 21,242 466,253 SH   SOLE   466,253 0 0
AMERIPRISE FINL INC COM 03076C106 534 2,245 SH   SOLE   2,245 0 0
AMPHENOL CORP NEW CL A 032095101 19,498 302,852 SH   SOLE   302,852 0 0
ANSYS INC COM 03662Q105 476 1,991 SH   SOLE   1,991 0 0
APPLE INC COM 037833100 16,675 121,966 SH   SOLE   121,966 0 0
APPLIED MATLS INC COM 038222105 15,700 172,571 SH   SOLE   172,571 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 450 7,908 SH   SOLE   7,908 0 0
ARISTA NETWORKS INC COM 040413106 433 4,623 SH   SOLE   4,623 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 454 12,755 SH   SOLE   12,755 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 27 680 SH   SOLE   680 0 0
BAIDU INC SPON ADR REP A 056752108 342 2,300 SH   SOLE   2,300 0 0
BAKER HUGHES COMPANY CL A 05722G100 8,574 295,276 SH   SOLE   295,276 0 0
BLACKROCK INC COM 09247X101 85,205 139,882 SH   SOLE   139,882 0 0
BLACKSTONE INC COM 09260D107 494 5,413 SH   SOLE   5,413 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 19,396 251,893 SH   SOLE   251,893 0 0
BROADCOM INC COM 11135F101 77,871 160,277 SH   SOLE   160,277 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 472 3,147 SH   SOLE   3,147 0 0
CANADIAN NAT RES LTD COM 136385101 16,810 312,387 SH   SOLE   312,387 0 0
CANADIAN SOLAR INC COM 136635109 25,643 823,460 SH   SOLE   823,460 0 0
CARLYLE GROUP INC COM 14316J108 415 13,123 SH   SOLE   13,123 0 0
CENOVUS ENERGY INC COM 15135U109 17,971 942,085 SH   SOLE   942,085 0 0
CHEVRON CORP NEW COM 166764100 24,368 167,642 SH   SOLE   167,642 0 0
CI FINL CORP COM 125491100 338 31,898 SH   SOLE   31,898 0 0
CISCO SYS INC COM 17275R102 84,568 1,983,151 SH   SOLE   1,983,151 0 0
CME GROUP INC COM 12572Q105 76,754 374,929 SH   SOLE   374,929 0 0
COMCAST CORP NEW CL A 20030N101 16,418 418,404 SH   SOLE   418,404 0 0
CONOCOPHILLIPS COM 20825C104 20,519 227,404 SH   SOLE   227,404 0 0
DANAHER CORPORATION COM 235851102 19,107 75,367 SH   SOLE   75,367 0 0
DEVON ENERGY CORP NEW COM 25179M103 18,451 333,622 SH   SOLE   333,622 0 0
DIAMONDBACK ENERGY INC COM 25278X109 17,247 141,940 SH   SOLE   141,940 0 0
ENBRIDGE INC COM 29250N105 15,344 362,383 SH   SOLE   362,383 0 0
ENPHASE ENERGY INC COM 29355A107 23,696 121,367 SH   SOLE   121,367 0 0
ENTEGRIS INC COM 29362U104 442 4,798 SH   SOLE   4,798 0 0
EOG RES INC COM 26875P101 17,263 155,393 SH   SOLE   155,393 0 0
EXXON MOBIL CORP COM 30231G102 26,395 306,067 SH   SOLE   306,067 0 0
FIRST SOLAR INC COM 336433107 33,393 490,140 SH   SOLE   490,140 0 0
FORTIVE CORP COM 34959J108 456 8,385 SH   SOLE   8,385 0 0
FRANKLIN RESOURCES INC COM 354613101 410 17,578 SH   SOLE   17,578 0 0
GALLAGHER ARTHUR J & CO COM 363576109 86,578 531,000 SH   SOLE   531,000 0 0
GENTHERM INC COM 37253A103 28,324 453,843 SH   SOLE   453,843 0 0
HALLIBURTON CO COM 406216101 8,591 272,385 SH   SOLE   272,385 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,229 717,104 SH   SOLE   717,104 0 0
HENRY JACK & ASSOC INC COM 426281101 487 2,707 SH   SOLE   2,707 0 0
HUBBELL INC COM 443510607 37,935 212,427 SH   SOLE   212,427 0 0
IDEX CORP COM 45167R104 478 2,632 SH   SOLE   2,632 0 0
ILLINOIS TOOL WKS INC COM 452308109 61,236 336,003 SH   SOLE   336,003 0 0
IMPERIAL OIL LTD COM NEW 453038408 17,907 379,649 SH   SOLE   379,649 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 18,483 196,547 SH   SOLE   196,547 0 0
INTUIT COM 461202103 18,676 48,455 SH   SOLE   48,455 0 0
ITRON INC COM 465741106 25,557 517,040 SH   SOLE   517,040 0 0
JD.COM INC SPON ADR CL A 47215P106 236 3,670 SH   SOLE   3,670 0 0
JOHNSON & JOHNSON COM 478160104 98,322 553,884 SH   SOLE   553,884 0 0
KINDER MORGAN INC DEL COM 49456B101 11,740 698,510 SH   SOLE   698,510 0 0
KKR & CO INC COM 48251W104 457 9,868 SH   SOLE   9,868 0 0
KLA CORP COM NEW 482480100 21,519 67,442 SH   SOLE   67,442 0 0
LAM RESEARCH CORP COM 512807108 16,660 39,095 SH   SOLE   39,095 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,579 65,231 SH   SOLE   65,231 0 0
META PLATFORMS INC CL A 30303M102 17,601 109,153 SH   SOLE   109,153 0 0
MICROSOFT CORP COM 594918104 97,856 380,979 SH   SOLE   380,979 0 0
NASDAQ INC COM 631103108 583 3,823 SH   SOLE   3,823 0 0
NETEASE INC SPONSORED ADS 64110W102 6,637 71,091 SH   SOLE   71,091 0 0
NEXTERA ENERGY INC COM 65339F101 42,235 545,244 SH   SOLE   545,244 0 0
NIKE INC CL B 654106103 16,113 157,659 SH   SOLE   157,659 0 0
NVIDIA CORPORATION COM 67066G104 12,505 82,495 SH   SOLE   82,495 0 0
ON SEMICONDUCTOR CORP COM 682189105 34,066 677,117 SH   SOLE   677,117 0 0
ORMAT TECHNOLOGIES INC COM 686688102 33,948 433,291 SH   SOLE   433,291 0 0
OTIS WORLDWIDE CORP COM 68902V107 71,290 1,008,820 SH   SOLE   1,008,820 0 0
PAYCHEX INC COM 704326107 87,649 769,651 SH   SOLE   769,651 0 0
PAYPAL HLDGS INC COM 70450Y103 16,144 231,159 SH   SOLE   231,159 0 0
PEPSICO INC COM 713448108 87,078 522,466 SH   SOLE   522,466 0 0
PERKINELMER INC COM 714046109 486 3,418 SH   SOLE   3,418 0 0
PIONEER NAT RES CO COM 723787107 17,862 79,778 SH   SOLE   79,778 0 0
PRICE T ROWE GROUP INC COM 74144T108 363 3,191 SH   SOLE   3,191 0 0
PROCTER AND GAMBLE CO COM 742718109 80,977 563,178 SH   SOLE   563,178 0 0
QUALCOMM INC COM 747525103 5,876 46,003 SH   SOLE   46,003 0 0
RAYMOND JAMES FINL INC COM 754730109 631 7,054 SH   SOLE   7,054 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 84,770 882,141 SH   SOLE   882,141 0 0
ROPER TECHNOLOGIES INC COM 776696106 19,961 50,580 SH   SOLE   50,580 0 0
SALESFORCE INC COM 79466L302 18,322 111,016 SH   SOLE   111,016 0 0
SCHLUMBERGER LTD COM STK 806857108 16,580 462,087 SH   SOLE   462,087 0 0
SCULPTOR CAP MGMT COM CL A 811246107 100 11,920 SH   SOLE   11,920 0 0
SMITH A O CORP COM 831865209 465 8,505 SH   SOLE   8,505 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 19,858 72,560 SH   SOLE   72,560 0 0
STATE STR CORP COM 857477103 431 6,983 SH   SOLE   6,983 0 0
SUNCOR ENERGY INC NEW COM 867224107 17,888 509,676 SH   SOLE   509,676 0 0
SUNPOWER CORP COM 867652406 3,170 201,534 SH   SOLE   201,534 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 25,352 309,965 SH   SOLE   309,965 0 0
TERADYNE INC COM 880770102 430 4,800 SH   SOLE   4,800 0 0
TETRA TECH INC NEW COM 88162G103 531 3,892 SH   SOLE   3,892 0 0
TEXAS INSTRS INC COM 882508104 66,248 431,160 SH   SOLE   431,160 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,590 39,740 SH   SOLE   39,740 0 0
TPI COMPOSITES INC COM 87266J104 5,272 421,750 SH   SOLE   421,750 0 0
TREX CO INC COM 89531P105 437 8,023 SH   SOLE   8,023 0 0
V F CORP COM 918204108 80,086 1,812,802 SH   SOLE   1,812,802 0 0
VALERO ENERGY CORP COM 91913Y100 22,924 214,468 SH   SOLE   214,468 0 0
VISA INC COM CL A 92826C839 19,996 101,561 SH   SOLE   101,561 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 432 1,471 SH   SOLE   1,471 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 19,327 179,002 SH   SOLE   179,002 0 0