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
ABBVIE INC COM 00287Y109 223,721,353 1,206,025 SH SOLE 1,206,025 0 0
ADDUS HOMECARE CORP COM 006739106 413,657 3,591 SH SOLE 3,591 0 0
ADOBE INC COM 00724F101 33,362,653 86,236 SH SOLE 86,236 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 401,723 3,495 SH SOLE 3,495 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 628,877 3,196 SH SOLE 3,196 0 0
AFLAC INC COM 001055102 250,187,228 2,372,484 SH SOLE 2,372,484 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 402,926 3,412 SH SOLE 3,412 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 63,850 563 SH SOLE 563 0 0
ALPHABET INC CAP STK CL A 02079K305 42,642,108 241,910 SH SOLE 241,910 0 0
AMAZON COM INC COM 023135106 48,072,898 219,053 SH SOLE 219,053 0 0
AMERESCO INC CL A 02361E108 3,680,670 242,304 SH SOLE 242,304 0 0
AMERIPRISE FINL INC COM 03076C106 817,674 1,532 SH SOLE 1,532 0 0
AMETEK INC COM 031100100 47,393,315 261,903 SH SOLE 261,903 0 0
AMPHENOL CORP NEW CL A 032095101 71,512,229 724,311 SH SOLE 724,311 0 0
APPLE INC COM 037833100 35,885,345 174,955 SH SOLE 174,955 0 0
APPLIED MATLS INC COM 038222105 41,135,258 224,688 SH SOLE 224,688 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 818,890 4,728 SH SOLE 4,728 0 0
ARISTA NETWORKS INC COM SHS 040413205 430,076 4,210 SH SOLE 4,210 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 483,951 10,917 SH SOLE 10,917 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 57,821 2,242 SH SOLE 2,242 0 0
BAIDU INC SPON ADR REP A 056752108 236,869 2,762 SH SOLE 2,762 0 0
BAKER HUGHES COMPANY CL A 05722G100 5,730,368 149,694 SH SOLE 149,694 0 0
BLACKROCK INC COM 09290D101 273,575,906 260,729 SH SOLE 260,729 0 0
BLACKSTONE INC COM 09260D107 702,577 4,697 SH SOLE 4,697 0 0
BROADCOM INC COM 11135F101 309,674,186 1,124,401 SH SOLE 1,124,401 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 415,510 1,349 SH SOLE 1,349 0 0
CANADIAN NAT RES LTD COM 136385101 7,940,782 252,613 SH SOLE 252,613 0 0
CANADIAN SOLAR INC COM 136635109 4,345,061 393,116 SH SOLE 393,116 0 0
CARLISLE COS INC COM 142339100 9,032,177 24,184 SH SOLE 24,184 0 0
CARLYLE GROUP INC COM 14316J108 638,234 12,417 SH SOLE 12,417 0 0
CENOVUS ENERGY INC COM 15135U109 5,717,520 419,975 SH SOLE 419,975 0 0
CHEVRON CORP NEW COM 166764100 11,636,784 81,117 SH SOLE 81,117 0 0
CISCO SYS INC COM 17275R102 304,451,005 4,389,728 SH SOLE 4,389,728 0 0
CME GROUP INC COM 12572Q105 281,979,680 1,023,131 SH SOLE 1,023,131 0 0
COCA COLA CO COM 191216100 225,286,146 3,184,783 SH SOLE 3,184,783 0 0
CONOCOPHILLIPS COM 20825C104 9,104,320 101,250 SH SOLE 101,250 0 0
DANAHER CORPORATION COM 235851102 38,856,103 196,674 SH SOLE 196,674 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,180,168 162,112 SH SOLE 162,112 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,443,133 46,628 SH SOLE 46,628 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 424,270 5,424 SH SOLE 5,424 0 0
EMERSON ELEC CO COM 291011104 253,549,350 1,901,595 SH SOLE 1,901,595 0 0
ENBRIDGE INC COM 29250N105 8,468,845 187,398 SH SOLE 187,398 0 0
ENPHASE ENERGY INC COM 29355A107 3,060,371 77,085 SH SOLE 77,085 0 0
ENTEGRIS INC COM 29362U104 420,438 5,206 SH SOLE 5,206 0 0
EOG RES INC COM 26875P101 8,108,706 67,564 SH SOLE 67,564 0 0
EXXON MOBIL CORP COM 30231G102 11,573,782 106,849 SH SOLE 106,849 0 0
FIRST SOLAR INC COM 336433107 9,440,001 57,202 SH SOLE 57,202 0 0
FORTIVE CORP COM 34959J108 292,647 5,613 SH SOLE 5,613 0 0
FRANKLIN RESOURCES INC COM 354613101 423,004 17,736 SH SOLE 17,736 0 0
GALLAGHER ARTHUR J & CO COM 363576109 266,015,499 831,166 SH SOLE 831,166 0 0
HALLIBURTON CO COM 406216101 4,539,330 222,036 SH SOLE 222,036 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,359,999 217,444 SH SOLE 217,444 0 0
HUBBELL INC COM 443510607 15,639,487 38,298 SH SOLE 38,298 0 0
IDEX CORP COM 45167R104 394,469 2,246 SH SOLE 2,246 0 0
ILLINOIS TOOL WKS INC COM 452308109 206,516,574 835,068 SH SOLE 835,068 0 0
IMPERIAL OIL LTD COM NEW 453038408 9,542,762 120,149 SH SOLE 120,149 0 0
INSTALLED BLDG PRODS INC COM 45780R101 8,373,737 46,451 SH SOLE 46,451 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 51,724,458 281,958 SH SOLE 281,958 0 0
INTUIT COM 461202103 54,716,029 69,482 SH SOLE 69,482 0 0
ITRON INC COM 465741106 12,972,954 98,523 SH SOLE 98,523 0 0
JD.COM INC SPON ADS CL A 47215P106 125,958 3,859 SH SOLE 3,859 0 0
JOHNSON & JOHNSON COM 478160104 210,364,688 1,377,201 SH SOLE 1,377,201 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 406,642 2,481 SH SOLE 2,481 0 0
KINDER MORGAN INC DEL COM 49456B101 9,875,229 337,108 SH SOLE 337,108 0 0
KKR & CO INC COM 48251W104 716,367 5,385 SH SOLE 5,385 0 0
KLA CORP COM NEW 482480100 52,430,064 58,537 SH SOLE 58,537 0 0
LAM RESEARCH CORP COM NEW 512807306 48,419,778 497,423 SH SOLE 497,423 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52,553,354 93,546 SH SOLE 93,546 0 0
META PLATFORMS INC CL A 30303M102 54,624,838 74,013 SH SOLE 74,013 0 0
MICROSOFT CORP COM 594918104 274,529,373 551,934 SH SOLE 551,934 0 0
MONDELEZ INTL INC CL A 609207105 204,382,644 3,029,642 SH SOLE 3,029,642 0 0
MONOLITHIC PWR SYS INC COM 609839105 419,295 573 SH SOLE 573 0 0
MSCI INC COM 55354G100 425,089 737 SH SOLE 737 0 0
NASDAQ INC COM 631103108 873,365 9,767 SH SOLE 9,767 0 0
NETEASE INC SPONSORED ADS 64110W102 9,488,865 70,514 SH SOLE 70,514 0 0
NETFLIX INC COM 64110L106 59,694,474 44,584 SH SOLE 44,584 0 0
NEXTERA ENERGY INC COM 65339F101 13,919,592 200,328 SH SOLE 200,328 0 0
NVIDIA CORPORATION COM 67066G104 57,662,957 364,975 SH SOLE 364,975 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,648,939 164,946 SH SOLE 164,946 0 0
ORMAT TECHNOLOGIES INC COM 686688102 12,199,428 145,611 SH SOLE 145,611 0 0
OTIS WORLDWIDE CORP COM 68902V107 190,512,260 1,925,000 SH SOLE 1,925,000 0 0
OWENS CORNING NEW COM 690742101 7,579,601 55,103 SH SOLE 55,103 0 0
PAYCHEX INC COM 704326107 237,093,738 1,630,507 SH SOLE 1,630,507 0 0
PEPSICO INC COM 713448108 161,362,374 1,222,356 SH SOLE 1,222,356 0 0
PRICE T ROWE GROUP INC COM 74144T108 349,716 3,624 SH SOLE 3,624 0 0
PROCTER AND GAMBLE CO COM 742718109 196,542,530 1,233,364 SH SOLE 1,233,364 0 0
QUALCOMM INC COM 747525103 8,824,420 55,410 SH SOLE 55,410 0 0
RALLIANT CORP COM 750940108 85,585 1,765 SH SOLE 1,765 0 0
RAYMOND JAMES FINL INC COM 754730109 631,578 4,118 SH SOLE 4,118 0 0
REVVITY INC COM 714046109 409,913 4,235 SH SOLE 4,235 0 0
ROPER TECHNOLOGIES INC COM 776696106 41,508,158 73,232 SH SOLE 73,232 0 0
SALESFORCE INC COM 79466L302 35,604,224 130,558 SH SOLE 130,558 0 0
SCHLUMBERGER LTD COM STK 806857108 5,852,024 172,736 SH SOLE 172,736 0 0
STATE STR CORP COM 857477103 767,137 7,214 SH SOLE 7,214 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,193,720 245,325 SH SOLE 245,325 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 88,772,679 391,363 SH SOLE 391,363 0 0
TERADYNE INC COM 880770102 413,376 4,595 SH SOLE 4,595 0 0
TEXAS INSTRS INC COM 882508104 208,952,526 1,006,421 SH SOLE 1,006,421 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 30,021,373 74,032 SH SOLE 74,032 0 0
VALERO ENERGY CORP COM 91913Y100 9,196,726 68,342 SH SOLE 68,342 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 439,082 3,421 SH SOLE 3,421 0 0
VISA INC COM CL A 92826C839 51,704,560 145,662 SH SOLE 145,662 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 424,431 1,376 SH SOLE 1,376 0 0