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 1,095,158 5,900 SH SOLE 5,900 0 0
ADOBE INC COM 00724F101 4,656,875 12,037 SH SOLE 12,037 0 0
AFLAC INC COM 001055102 1,453,133 13,779 SH SOLE 13,779 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 544,481 4,801 SH SOLE 4,801 0 0
ALPHABET INC CAP STK CL A 02079K305 5,957,808 33,807 SH SOLE 33,807 0 0
ALPHABET INC CAP STK CL C 02079K107 272,471 1,536 SH SOLE 1,536 0 0
AMAZON COM INC COM 023135106 6,694,905 30,516 SH SOLE 30,516 0 0
AMERESCO INC CL A 02361E108 225,495 14,845 SH SOLE 14,845 0 0
AMETEK INC COM 031100100 6,467,510 35,740 SH SOLE 35,740 0 0
AMPHENOL CORP NEW CL A 032095101 9,398,828 95,178 SH SOLE 95,178 0 0
ANALOG DEVICES INC COM 032654105 244,209 1,026 SH SOLE 1,026 0 0
APPLE INC COM 037833100 5,066,878 24,696 SH SOLE 24,696 0 0
APPLIED MATLS INC COM 038222105 6,098,794 33,314 SH SOLE 33,314 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 317,217 12,300 SH SOLE 12,300 0 0
BAIDU INC SPON ADR REP A 056752108 1,021,402 11,910 SH SOLE 11,910 0 0
BAKER HUGHES COMPANY CL A 05722G100 249,862 6,517 SH SOLE 6,517 0 0
BLACKROCK INC COM 09290D101 1,195,096 1,139 SH SOLE 1,139 0 0
BROADCOM INC COM 11135F101 2,077,024 7,535 SH SOLE 7,535 0 0
CANADIAN NAT RES LTD COM 136385101 345,033 10,981 SH SOLE 10,981 0 0
CANADIAN SOLAR INC COM 136635109 265,081 24,011 SH SOLE 24,011 0 0
CARLISLE COS INC COM 142339100 527,240 1,412 SH SOLE 1,412 0 0
CENOVUS ENERGY INC COM 15135U109 255,188 18,759 SH SOLE 18,759 0 0
CHEVRON CORP NEW COM 166764100 518,634 3,622 SH SOLE 3,622 0 0
CISCO SYS INC COM 17275R102 1,237,462 17,836 SH SOLE 17,836 0 0
CME GROUP INC COM 12572Q105 1,279,428 4,642 SH SOLE 4,642 0 0
COCA COLA CO COM 191216100 1,179,756 16,675 SH SOLE 16,675 0 0
CONOCOPHILLIPS COM 20825C104 386,959 4,312 SH SOLE 4,312 0 0
DANA INC COM 235825205 169,168 9,864 SH SOLE 9,864 0 0
DANAHER CORPORATION COM 235851102 5,517,292 27,930 SH SOLE 27,930 0 0
DARLING INGREDIENTS INC COM 237266101 112,909 2,976 SH SOLE 2,976 0 0
DEVON ENERGY CORP NEW COM 25179M103 227,664 7,157 SH SOLE 7,157 0 0
DIAMONDBACK ENERGY INC COM 25278X109 282,357 2,055 SH SOLE 2,055 0 0
EMERSON ELEC CO COM 291011104 1,177,704 8,833 SH SOLE 8,833 0 0
ENBRIDGE INC COM 29250N105 370,672 8,179 SH SOLE 8,179 0 0
ENPHASE ENERGY INC COM 29355A107 184,690 4,658 SH SOLE 4,658 0 0
EOG RES INC COM 26875P101 348,663 2,915 SH SOLE 2,915 0 0
EXXON MOBIL CORP COM 30231G102 507,307 4,706 SH SOLE 4,706 0 0
FIRST SOLAR INC COM 336433107 562,670 3,399 SH SOLE 3,399 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,108,576 3,463 SH SOLE 3,463 0 0
GENTHERM INC COM 37253A103 96,073 3,396 SH SOLE 3,396 0 0
HALLIBURTON CO COM 406216101 199,907 9,809 SH SOLE 9,809 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 60,915 9,762 SH SOLE 9,762 0 0
HUBBELL INC COM 443510607 906,261 2,219 SH SOLE 2,219 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,074,301 4,345 SH SOLE 4,345 0 0
IMPERIAL OIL LTD COM NEW 453038408 427,828 5,387 SH SOLE 5,387 0 0
INSTALLED BLDG PRODS INC COM 45780R101 502,191 2,785 SH SOLE 2,785 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,212,022 39,309 SH SOLE 39,309 0 0
INTUIT COM 461202103 7,561,248 9,600 SH SOLE 9,600 0 0
ITRON INC COM 465741106 773,589 5,877 SH SOLE 5,877 0 0
JD.COM INC SPON ADS CL A 47215P106 1,058,776 32,438 SH SOLE 32,438 0 0
JOHNSON & JOHNSON COM 478160104 1,101,328 7,210 SH SOLE 7,210 0 0
KINDER MORGAN INC DEL COM 49456B101 431,033 14,661 SH SOLE 14,661 0 0
KLA CORP COM NEW 482480100 7,319,987 8,172 SH SOLE 8,172 0 0
LAM RESEARCH CORP COM NEW 512807306 6,757,537 69,422 SH SOLE 69,422 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,337,813 13,058 SH SOLE 13,058 0 0
META PLATFORMS INC CL A 30303M102 7,625,946 10,332 SH SOLE 10,332 0 0
MICROSOFT CORP COM 594918104 8,136,135 16,357 SH SOLE 16,357 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 93,856 5,220 SH SOLE 5,220 0 0
MONDELEZ INTL INC CL A 609207105 1,283,248 19,028 SH SOLE 19,028 0 0
NETEASE INC SPONSORED ADS 64110W102 1,914,536 14,226 SH SOLE 14,226 0 0
NETFLIX INC COM 64110L106 8,334,745 6,224 SH SOLE 6,224 0 0
NEXTERA ENERGY INC COM 65339F101 829,569 11,950 SH SOLE 11,950 0 0
NVIDIA CORPORATION COM 67066G104 8,397,169 53,150 SH SOLE 53,150 0 0
ON SEMICONDUCTOR CORP COM 682189105 654,548 12,489 SH SOLE 12,489 0 0
ORMAT TECHNOLOGIES INC COM 686688102 727,875 8,690 SH SOLE 8,690 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,147,345 11,587 SH SOLE 11,587 0 0
OWENS CORNING NEW COM 690742101 453,678 3,299 SH SOLE 3,299 0 0
PAYCHEX INC COM 704326107 1,106,369 7,606 SH SOLE 7,606 0 0
PEPSICO INC COM 713448108 1,022,518 7,744 SH SOLE 7,744 0 0
POWER INTEGRATIONS INC COM 739276103 143,887 2,574 SH SOLE 2,574 0 0
PROCTER AND GAMBLE CO COM 742718109 1,063,620 6,676 SH SOLE 6,676 0 0
QUALCOMM INC COM 747525103 339,224 2,130 SH SOLE 2,130 0 0
QUANTA SVCS INC COM 74762E102 352,371 932 SH SOLE 932 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,744,357 10,134 SH SOLE 10,134 0 0
SALESFORCE INC COM 79466L302 4,969,503 18,224 SH SOLE 18,224 0 0
SCHLUMBERGER LTD COM STK 806857108 256,407 7,586 SH SOLE 7,586 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 121,170 1,626 SH SOLE 1,626 0 0
SUNCOR ENERGY INC NEW COM 867224107 402,343 10,744 SH SOLE 10,744 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,776,668 43,166 SH SOLE 43,166 0 0
TESLA INC COM 88160R101 278,905 878 SH SOLE 878 0 0
TEXAS INSTRS INC COM 882508104 1,281,015 6,170 SH SOLE 6,170 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,190,024 10,334 SH SOLE 10,334 0 0
VALERO ENERGY CORP COM 91913Y100 403,798 3,004 SH SOLE 3,004 0 0
VISA INC COM CL A 92826C839 7,206,450 20,297 SH SOLE 20,297 0 0