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 1,319,722 5,045 SH SOLE 5,045 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,554,240 13,983 SH SOLE 13,983 0 0
AECOM COM 00766T100 409,879 6,953 SH SOLE 6,953 0 0
AFLAC INC COM 001055102 1,457,164 13,036 SH SOLE 13,036 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 451,776 4,201 SH SOLE 4,201 0 0
ALLIANT ENERGY CORP COM 018802108 9,812 155 SH SOLE 155 0 0
ALPHABET INC CAP STK CL A 02079K305 6,817,257 19,813 SH SOLE 19,813 0 0
ALPHABET INC CAP STK CL C 02079K107 374,133 1,098 SH SOLE 1,098 0 0
AMAZON COM INC COM 023135106 7,252,757 29,110 SH SOLE 29,110 0 0
AMERESCO INC CL A 02361E108 235,990 11,395 SH SOLE 11,395 0 0
AMERICAN ELEC PWR CO INC COM 025537101 10,440 88 SH SOLE 88 0 0
AMERICAN TOWER CORP COM 03027X100 10,804 66 SH SOLE 66 0 0
AMETEK INC COM 031100100 6,495,976 26,222 SH SOLE 26,222 0 0
AMPHENOL CORP CL A 032095101 8,190,082 97,154 SH SOLE 97,154 0 0
ANALOG DEVICES INC COM 032654105 407,024 1,026 SH SOLE 1,026 0 0
APPLE INC COM 037833100 7,406,032 22,239 SH SOLE 22,239 0 0
APPLIED MATLS INC COM 038222105 7,078,011 13,841 SH SOLE 13,841 0 0
APTIV PLC COM SHS G3265R107 106,862 2,484 SH SOLE 2,484 0 0
BAIDU INC SPON ADR REP A 056752108 624,074 7,184 SH SOLE 7,184 0 0
BAKER HUGHES COMPANY CL A 05722G100 330,224 6,015 SH SOLE 6,015 0 0
BLACKROCK INC COM 09290D101 1,027,600 971 SH SOLE 971 0 0
BROADCOM INC COM 11135F101 9,778,886 27,845 SH SOLE 27,845 0 0
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 11,389 320 SH SOLE 320 0 0
CANADIAN NAT RES LTD MED TER COM 136385101 547,543 11,642 SH SOLE 11,642 0 0
CANADIAN SOLAR INC COM 136635109 211,380 18,349 SH SOLE 18,349 0 0
CARLISLE COS INC COM 142339100 464,247 1,441 SH SOLE 1,441 0 0
CENOVUS ENERGY INC COM 15135U109 566,040 18,208 SH SOLE 18,208 0 0
CHEVRON CORPORATION COM 166764100 693,701 3,397 SH SOLE 3,397 0 0
CISCO SYS INC COM 17275R102 1,508,327 14,014 SH SOLE 14,014 0 0
CME GROUP INC COM 12572Q105 906,189 3,459 SH SOLE 3,459 0 0
COCA COLA CO COM 191216100 1,226,468 14,248 SH SOLE 14,248 0 0
CONOCOPHILLIPS COM 20825C104 618,992 4,946 SH SOLE 4,946 0 0
DANA INC COM 235825205 283,642 10,386 SH SOLE 10,386 0 0
DANAHER CORP DEL COM 235851102 6,487,427 29,282 SH SOLE 29,282 0 0
DARLING INGREDIENTS INC COM 237266101 221,470 3,648 SH SOLE 3,648 0 0
DEVON ENERGY CORP NEW COM 25179M103 471,081 10,232 SH SOLE 10,232 0 0
DIAMONDBACK ENERGY INC COM 25278X109 467,796 2,545 SH SOLE 2,545 0 0
DIGITAL RLTY TR INC COM 253868103 11,058 63 SH SOLE 63 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 10,603 93 SH SOLE 93 0 0
EATON CORP PLC SHS G29183103 2,580,838 6,006 SH SOLE 6,006 0 0
EMERSON ELEC CO COM 291011104 1,111,757 7,168 SH SOLE 7,168 0 0
ENBRIDGE INC COM 29250N105 305,856 6,579 SH SOLE 6,579 0 0
ENPHASE ENERGY INC COM 29355A107 129,882 3,937 SH SOLE 3,937 0 0
EOG RES INC COM 26875P101 473,481 3,437 SH SOLE 3,437 0 0
EQUINIX INC COM 29444U700 13,151 13 SH SOLE 13 0 0
ESSENTIAL UTILS INC COM 29670G102 10,816 276 SH SOLE 276 0 0
FIRST SOLAR INC COM 336433107 500,257 2,856 SH SOLE 2,856 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,108,386 4,859 SH SOLE 4,859 0 0
GENTHERM INC COM 37253A103 134,665 4,044 SH SOLE 4,044 0 0
HALLIBURTON CO COM 406216101 386,338 12,149 SH SOLE 12,149 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 362,288 16,217 SH SOLE 16,217 0 0
HORNBECK OFFSHORE SERVICES I COM 42330P107 74,616 9,703 SH SOLE 9,703 0 0
HUBBELL INC COM 443510607 818,294 1,804 SH SOLE 1,804 0 0
ILLINOIS TOOL WKS INC COM 452308109 956,567 3,718 SH SOLE 3,718 0 0
IMPERIAL OIL LTD COM NEW 453038408 480,208 3,905 SH SOLE 3,905 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,284,920 41,340 SH SOLE 41,340 0 0
ITRON INC COM 465741106 488,857 5,662 SH SOLE 5,662 0 0
JD.COM INC SPON ADS CL A 47215P106 948,928 35,674 SH SOLE 35,674 0 0
JOHNSON & JOHNSON COM 478160104 1,189,477 4,493 SH SOLE 4,493 0 0
KINDER MORGAN INC DEL COM 49456B101 328,967 10,911 SH SOLE 10,911 0 0
KLA CORP COM NEW 482480100 6,341,268 32,531 SH SOLE 32,531 0 0
LAM RESEARCH CORP COM NEW 512807306 6,640,173 20,213 SH SOLE 20,213 0 0
MASTEC INC COM 576323109 490,685 2,297 SH SOLE 2,297 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,531,059 11,843 SH SOLE 11,843 0 0
MEDTRONIC PLC SHS G5960L103 6,853,670 79,426 SH SOLE 79,426 0 0
META PLATFORMS INC CL A 30303M102 6,722,419 9,270 SH SOLE 9,270 0 0
MICROSOFT CORP COM 594918104 9,146,033 17,832 SH SOLE 17,832 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 44,340 6,000 SH SOLE 6,000 0 0
MONDELEZ INTL INC CL A 609207105 1,055,562 18,256 SH SOLE 18,256 0 0
NASDAQ INC COM 631103108 7,060,019 76,731 SH SOLE 76,731 0 0
NETEASE COM INC SPONSORED ADS 64110W102 2,864,586 23,643 SH SOLE 23,643 0 0
NETFLIX INC. COM 64110L106 5,056,031 72,665 SH SOLE 72,665 0 0
NEXTERA ENERGY INC COM 65339F101 757,476 10,001 SH SOLE 10,001 0 0
NVIDIA CORPORATION COM 67066G104 8,921,893 39,066 SH SOLE 39,066 0 0
NXP SEMICONDUCTORS N V COM N6596X109 916,866 3,860 SH SOLE 3,860 0 0
ON SEMICONDUCTOR CORP COM 682189105 227,381 2,958 SH SOLE 2,958 0 0
ORMAT TECHNOLOGIES INC COM 686688102 569,983 6,230 SH SOLE 6,230 0 0
OTIS WORLDWIDE CORP COM 68902V107 769,332 11,961 SH SOLE 11,961 0 0
OWENS CORNING NEW COM 690742101 447,114 3,830 SH SOLE 3,830 0 0
PAYCHEX INC COM 704326107 1,140,729 11,581 SH SOLE 11,581 0 0
PEPSICO INC COM 713448108 838,760 6,619 SH SOLE 6,619 0 0
POWER INTEGRATIONS INC COM 739276103 167,210 3,228 SH SOLE 3,228 0 0
PROCTER & GAMBLE CO COM 742718109 971,052 6,684 SH SOLE 6,684 0 0
PROLOGIS INC. COM 74340W103 11,426 88 SH SOLE 88 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 11,178 166 SH SOLE 166 0 0
QUALCOMM INC COM 747525103 1,502,687 8,165 SH SOLE 8,165 0 0
QUANTA SVCS INC COM 74762E102 475,457 740 SH SOLE 740 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,126,904 17,535 SH SOLE 17,535 0 0
SALESFORCE INC COM 79466L302 7,201,152 31,368 SH SOLE 31,368 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 8,967 56 SH SOLE 56 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 882,610 21,237 SH SOLE 21,237 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 169,763 1,986 SH SOLE 1,986 0 0
SLB LIMITED COM STK 806857108 412,464 8,466 SH SOLE 8,466 0 0
SUNCOR ENERGY INC NEW COM 867224107 564,319 8,322 SH SOLE 8,322 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 11,163,882 24,472 SH SOLE 24,472 0 0
TC ENERGY CORP COM 87807B107 308,791 5,331 SH SOLE 5,331 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 987,854 4,680 SH SOLE 4,680 0 0
TESLA INC COM 88160R101 262,559 740 SH SOLE 740 0 0
TEXAS INSTRS INC COM 882508104 1,477,475 5,275 SH SOLE 5,275 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,053,347 11,930 SH SOLE 11,930 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 812,208 1,797 SH SOLE 1,797 0 0
UNION PAC CORP COM 907818108 12,518 46 SH SOLE 46 0 0
VALERO ENERGY CORP COM 91913Y100 693,434 1,789 SH SOLE 1,789 0 0
VENTAS INC COM 92276F100 12,923 152 SH SOLE 152 0 0
VISA INC COM CL A 92826C839 6,921,414 19,262 SH SOLE 19,262 0 0
WEC ENERGY GROUP INC COM 92939U106 9,876 98 SH SOLE 98 0 0
WELLTOWER INC COM 95040Q104 12,893 56 SH SOLE 56 0 0
WILLIAMS COS INC COM 969457100 348,822 5,132 SH SOLE 5,132 0 0