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
Expires: July 31, 2015
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,319,922 87,340 SH SOLE 87,340 0 0
ALPHABET INC CAP STK CL C 02079K107 15,591,424 102,400 SH SOLE 102,400 0 0
AMALGAMATED FINANCIAL CORP COM 022671101 4,824,192 201,008 SH SOLE 201,008 0 0
AMERESCO INC CL A 02361E108 7,169,916 297,137 SH SOLE 297,137 0 0
AMERICAN EXPRESS CO COM 025816109 11,534,548 50,659 SH SOLE 50,659 0 0
AMGEN INC COM 031162100 13,558,368 47,687 SH SOLE 47,687 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 16,794,266 1,126,376 SH SOLE 1,126,376 0 0
ASPEN AEROGELS INC COM 04523Y105 2,344,496 133,210 SH SOLE 133,210 0 0
BANK AMERICA CORP COM 060505104 13,093,776 345,300 SH SOLE 345,300 0 0
CATALENT INC COM 148806102 17,395,406 308,156 SH SOLE 308,156 0 0
FISERV INC COM 337738108 13,638,719 85,338 SH SOLE 85,338 0 0
GENERAC HLDGS INC COM 368736104 16,410,814 130,100 SH SOLE 130,100 0 0
INTEL CORP COM 458140100 8,980,865 203,325 SH SOLE 203,325 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 14,231,345 165,500 SH SOLE 165,500 0 0
MERCK & CO INC COM 58933Y105 12,403,300 94,000 SH SOLE 94,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 23,358,774 776,555 SH SOLE 776,555 0 0
NORDSTROM INC COM 655664100 5,903,171 291,227 SH SOLE 291,227 0 0
PAYPAL HLDGS INC COM 70450Y103 11,987,191 178,940 SH SOLE 178,940 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,371,250 223,125 SH SOLE 223,125 0 0
QUALCOMM INC COM 747525103 19,283,270 113,900 SH SOLE 113,900 0 0
SANOFI SPONSORED ADR 80105N105 12,692,084 261,154 SH SOLE 261,154 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 7,741,032 692,400 SH SOLE 692,400 0 0
UNITED RENTALS INC COM 911363109 12,752,109 17,684 SH SOLE 17,684 0 0
WESTERN DIGITAL CORP. COM 958102105 15,873,511 232,613 SH SOLE 232,613 0 0
WESTROCK CO COM 96145D105 14,881,978 300,950 SH SOLE 300,950 0 0
WILLDAN GROUP INC COM 96924N100 5,175,034 178,511 SH SOLE 178,511 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 7,731,369 230,994 SH SOLE 230,994 0 0