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 1,269,524 5,045 SH SOLE 5,045 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,240,789 14,186 SH SOLE 14,186 0 0
AECOM COM 00766T100 472,127 6,764 SH SOLE 6,764 0 0
AFLAC INC COM 001055102 2,470,575 21,071 SH SOLE 21,071 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 403,212 4,201 SH SOLE 4,201 0 0
ALLIANT ENERGY CORP COM 018802108 11,825 155 SH SOLE 155 0 0
ALPHABET INC CAP STK CL A 02079K305 7,183,494 20,101 SH SOLE 20,101 0 0
ALPHABET INC CAP STK CL C 02079K107 387,956 1,098 SH SOLE 1,098 0 0
AMAZON COM INC COM 023135106 7,039,134 29,534 SH SOLE 29,534 0 0
AMERESCO INC CL A 02361E108 305,918 11,084 SH SOLE 11,084 0 0
AMERICAN ELEC PWR CO INC COM 025537101 12,039 88 SH SOLE 88 0 0
AMERICAN TOWER CORP COM 03027X100 10,796 66 SH SOLE 66 0 0
AMETEK INC COM 031100100 6,436,572 26,604 SH SOLE 26,604 0 0
AMPHENOL CORP CL A 032095101 8,812,826 49,982 SH SOLE 49,982 0 0
ANALOG DEVICES INC COM 032654105 407,496 1,026 SH SOLE 1,026 0 0
APPLE INC COM 037833100 6,528,540 22,562 SH SOLE 22,562 0 0
APPLIED MATLS INC COM 038222105 10,149,474 14,038 SH SOLE 14,038 0 0
APTIV PLC COM SHS G3265R107 637,677 10,389 SH SOLE 10,389 0 0
BAIDU INC SPON ADR REP A 056752108 1,168,387 10,223 SH SOLE 10,223 0 0
BAKER HUGHES COMPANY CL A 05722G100 322,511 5,811 SH SOLE 5,811 0 0
BLACKROCK INC COM 09290D101 933,675 971 SH SOLE 971 0 0
BROADCOM INC COM 11135F101 10,668,793 28,243 SH SOLE 28,243 0 0
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 11,676 320 SH SOLE 320 0 0
CANADIAN NAT RES LTD MED TER COM 136385101 470,379 11,899 SH SOLE 11,899 0 0
CANADIAN SOLAR INC COM 136635109 285,925 17,848 SH SOLE 17,848 0 0
CARLISLE COS INC COM 142339100 508,576 1,402 SH SOLE 1,402 0 0
CENOVUS ENERGY INC COM 15135U109 461,326 18,611 SH SOLE 18,611 0 0
CHEVRON CORPORATION COM 166764100 575,519 3,472 SH SOLE 3,472 0 0
CISCO SYS INC COM 17275R102 1,646,084 14,014 SH SOLE 14,014 0 0
CME GROUP INC COM 12572Q105 763,851 3,459 SH SOLE 3,459 0 0
COCA COLA CO COM 191216100 1,157,935 14,248 SH SOLE 14,248 0 0
CONOCOPHILLIPS COM 20825C104 525,518 5,055 SH SOLE 5,055 0 0
DANA INC COM 235825205 282,603 10,386 SH SOLE 10,386 0 0
DANAHER CORP DEL COM 235851102 5,658,780 29,708 SH SOLE 29,708 0 0
DARLING INGREDIENTS INC COM 237266101 199,254 3,648 SH SOLE 3,648 0 0
DEVON ENERGY CORP NEW COM 25179M103 412,828 9,991 SH SOLE 9,991 0 0
DIAMONDBACK ENERGY INC COM 25278X109 457,204 2,601 SH SOLE 2,601 0 0
DIGITAL RLTY TR INC COM 253868103 11,314 63 SH SOLE 63 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,772 93 SH SOLE 93 0 0
EATON CORP PLC SHS G29183103 2,616,377 6,140 SH SOLE 6,140 0 0
EMERSON ELEC CO COM 291011104 1,026,099 7,168 SH SOLE 7,168 0 0
ENBRIDGE INC COM 29250N105 364,230 6,719 SH SOLE 6,719 0 0
ENPHASE ENERGY INC COM 29355A107 188,589 3,830 SH SOLE 3,830 0 0
EOG RES INC COM 26875P101 455,741 3,513 SH SOLE 3,513 0 0
EQUINIX INC COM 29444U700 13,551 13 SH SOLE 13 0 0
ESSENTIAL UTILS INC COM 29670G102 10,574 276 SH SOLE 276 0 0
FIRST SOLAR INC COM 336433107 655,497 2,778 SH SOLE 2,778 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,115,481 4,859 SH SOLE 4,859 0 0
GENTHERM INC COM 37253A103 137,941 4,044 SH SOLE 4,044 0 0
HALLIBURTON CO COM 406216101 393,447 11,589 SH SOLE 11,589 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 418,885 16,217 SH SOLE 16,217 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 86,675 9,917 SH SOLE 9,917 0 0
HUBBELL INC COM 443510607 918,216 1,755 SH SOLE 1,755 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,005,607 3,718 SH SOLE 3,718 0 0
IMPERIAL OIL LTD COM NEW 453038408 447,721 3,991 SH SOLE 3,991 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,163,480 41,942 SH SOLE 41,942 0 0
ITRON INC COM 465741106 476,607 5,508 SH SOLE 5,508 0 0
JD.COM INC SPON ADS CL A 47215P106 826,520 32,438 SH SOLE 32,438 0 0
JOHNSON & JOHNSON COM 478160104 1,141,087 4,493 SH SOLE 4,493 0 0
KINDER MORGAN INC DEL COM 49456B101 356,529 11,152 SH SOLE 11,152 0 0
KLA CORP COM NEW 482480100 9,957,939 33,005 SH SOLE 33,005 0 0
LAM RESEARCH CORP COM NEW 512807306 8,886,298 20,507 SH SOLE 20,507 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,170,390 12,014 SH SOLE 12,014 0 0
MEDTRONIC PLC SHS G5960L103 6,292,117 80,431 SH SOLE 80,431 0 0
META PLATFORMS INC CL A 30303M102 5,297,179 9,404 SH SOLE 9,404 0 0
MICROSOFT CORP COM 594918104 6,733,384 18,051 SH SOLE 18,051 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 58,080 6,000 SH SOLE 6,000 0 0
MONDELEZ INTL INC CL A 609207105 1,055,927 18,256 SH SOLE 18,256 0 0
NASDAQ INC COM 631103108 6,136,137 77,850 SH SOLE 77,850 0 0
NETEASE COM INC SPONSORED ADS 64110W102 3,108,420 24,258 SH SOLE 24,258 0 0
NETFLIX INC. COM 64110L106 5,263,894 73,724 SH SOLE 73,724 0 0
NEXTERA ENERGY INC COM 65339F101 853,827 9,728 SH SOLE 9,728 0 0
NVIDIA CORPORATION COM 67066G104 6,940,922 34,689 SH SOLE 34,689 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,063,980 3,786 SH SOLE 3,786 0 0
ON SEMICONDUCTOR CORP COM 682189105 279,649 2,958 SH SOLE 2,958 0 0
ORMAT TECHNOLOGIES INC COM 686688102 659,934 6,060 SH SOLE 6,060 0 0
OTIS WORLDWIDE CORP COM 68902V107 856,408 11,961 SH SOLE 11,961 0 0
OWENS CORNING NEW COM 690742101 592,285 3,726 SH SOLE 3,726 0 0
PAYCHEX INC COM 704326107 1,138,760 11,581 SH SOLE 11,581 0 0
PEPSICO INC COM 713448108 896,213 6,619 SH SOLE 6,619 0 0
POWER INTEGRATIONS INC COM 739276103 270,377 3,228 SH SOLE 3,228 0 0
PROCTER & GAMBLE CO COM 742718109 980,142 6,684 SH SOLE 6,684 0 0
PROLOGIS INC. COM 74340W103 11,921 88 SH SOLE 88 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 11,768 145 SH SOLE 145 0 0
QUALCOMM INC COM 747525103 1,293,530 7,000 SH SOLE 7,000 0 0
QUANTA SVCS INC COM 74762E102 532,830 740 SH SOLE 740 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,019,958 17,790 SH SOLE 17,790 0 0
SALESFORCE INC COM 79466L302 4,985,705 31,825 SH SOLE 31,825 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 9,882 56 SH SOLE 56 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 1,037,390 21,730 SH SOLE 21,730 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 134,651 1,986 SH SOLE 1,986 0 0
SLB LIMITED COM STK 806857108 372,524 8,013 SH SOLE 8,013 0 0
SUNCOR ENERGY INC NEW COM 867224107 457,161 8,506 SH SOLE 8,506 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 12,282,623 25,719 SH SOLE 25,719 0 0
TC ENERGY CORP COM 87807B107 360,491 5,449 SH SOLE 5,449 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 275,802 1,368 SH SOLE 1,368 0 0
TESLA INC COM 88160R101 311,244 740 SH SOLE 740 0 0
TEXAS INSTRS INC COM 882508104 1,572,319 5,275 SH SOLE 5,275 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,058,936 12,085 SH SOLE 12,085 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 901,770 1,836 SH SOLE 1,836 0 0
UNION PAC CORP COM 907818108 12,512 46 SH SOLE 46 0 0
VALERO ENERGY CORP COM 91913Y100 650,058 2,496 SH SOLE 2,496 0 0
VENTAS INC COM 92276F100 13,498 152 SH SOLE 152 0 0
VISA INC COM CL A 92826C839 6,704,665 19,542 SH SOLE 19,542 0 0
WEC ENERGY GROUP INC COM 92939U106 11,443 98 SH SOLE 98 0 0
WELLTOWER INC COM 95040Q104 13,618 60 SH SOLE 60 0 0
WILLIAMS COS INC COM 969457100 389,913 5,245 SH SOLE 5,245 0 0