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
ALPHABET INC CAP STK CL A 02079K305 11,204,622 31,353 SH SOLE 31,353 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,989,111 30,317 SH SOLE 30,317 0 0
APPLE INC COM 037833100 9,898,427 34,208 SH SOLE 34,208 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,428,791 56,907 SH SOLE 56,907 0 0
CHUBB LIMITED COM H1467J104 5,723,410 16,797 SH SOLE 16,797 0 0
DEERE & CO COM 244199105 5,895,463 9,294 SH SOLE 9,294 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 4,910,225 125,742 SH SOLE 125,742 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,494,076 135,272 SH SOLE 135,272 0 0
INTEL CORP COM 458140100 212,936 1,525 SH SOLE 1,525 0 0
INTUIT COM 461202103 190,008 728 SH SOLE 728 0 0
IQVIA HLDGS INC COM 46266C105 600,914 3,110 SH SOLE 3,110 0 0
KLA CORP COM NEW 482480100 11,320,159 37,520 SH SOLE 37,520 0 0
LENNAR CORP CL A 526057104 3,085,799 34,101 SH SOLE 34,101 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 16 2 SH SOLE 2 0 0
LOWES COS INC COM 548661107 3,582,963 16,250 SH SOLE 16,250 0 0
MERCADOLIBRE INC COM 58733R102 3,788,574 2,232 SH SOLE 2,232 0 0
MERCK & CO INC COM 58933Y105 5,370,915 41,797 SH SOLE 41,797 0 0
MICRON TECHNOLOGY INC COM 595112103 6,189,303 5,362 SH SOLE 5,362 0 0
MICROSOFT CORP COM 594918104 7,139,230 19,139 SH SOLE 19,139 0 0
MOODYS CORP COM 615369105 5,764,766 12,728 SH SOLE 12,728 0 0
NASDAQ INC COM 631103108 4,496,681 57,050 SH SOLE 57,050 0 0
NETFLIX INC COM 64110L106 3,780,416 52,947 SH SOLE 52,947 0 0
NVIDIA CORPORATION COM 67066G104 12,425,989 62,102 SH SOLE 62,102 0 0
PROCTER AND GAMBLE CO COM 742718109 3,679,198 25,090 SH SOLE 25,090 0 0
REPUBLIC SVCS INC COM 760759100 513,310 2,409 SH SOLE 2,409 0 0
SALESFORCE INC COM 79466L302 291,544 1,861 SH SOLE 1,861 0 0
SERVICE CORP INTL COM 817565104 3,809,698 50,154 SH SOLE 50,154 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 4,175,785 36,525 SH SOLE 36,525 0 0
SNAP ON INC COM 833034101 3,851,370 9,571 SH SOLE 9,571 0 0
STERIS PLC SHS USD G8473T100 25,058 119 SH SOLE 119 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,545,117 7,071 SH SOLE 7,071 0 0
T-MOBILE US INC COM 872590104 4,116,094 24,540 SH SOLE 24,540 0 0
UNITED RENTALS INC COM 911363109 462,219 408 SH SOLE 408 0 0
VISA INC COM CL A 92826C839 6,711,527 19,562 SH SOLE 19,562 0 0
WATERS CORP COM 941848103 582,437 1,553 SH SOLE 1,553 0 0