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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
8X8 INC NEW COM 282914100   99,417 39,451 SH   SOLE   39,451 0 0
AES CORP COM 00130H105   8,278,806 544,658 SH   SOLE   544,658 0 0
AFLAC INC COM 001055102   9,478,542 123,499 SH   SOLE   123,498 0 0
AIRBNB INC COM CL A 009066101   6,594,659 48,063 SH   SOLE   48,062 0 0
ALLEGION PLC ORD SHS G0176J109   650,823 6,246 SH   SOLE   6,245 0 0
AMEREN CORP COM 023608102   784,399 10,482 SH   SOLE   10,482 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   844,911 9,413 SH   SOLE   9,413 0 0
APPLE INC COM 037833100   1,798,496 10,505 SH   SOLE   10,504 0 0
APTARGROUP INC COM 038336103   669,676 5,356 SH   SOLE   5,355 0 0
ARISTA NETWORKS INC COM 040413106   11,428,504 62,135 SH   SOLE   62,135 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   7,811,627 408,986 SH   SOLE   408,985 0 0
AVNET INC COM 053807103   6,709,151 139,224 SH   SOLE   139,223 0 0
BILL HOLDINGS INC COM 090043100   621,462 5,724 SH   SOLE   5,724 0 0
BLACKBAUD INC COM 09227Q100   6,623,656 94,193 SH   SOLE   94,193 0 0
BLACKLINE INC COM 09239B109   1,400,737 25,252 SH   SOLE   25,252 0 0
BLACKROCK INC COM 09247X101   2,190,920 3,389 SH   SOLE   3,388 0 0
BLOOM ENERGY CORP COM CL A 093712107   570,200 43,001 SH   SOLE   43,001 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,397,454 26,467 SH   SOLE   26,466 0 0
BROADCOM INC COM 11135F101   3,757,234 4,524 SH   SOLE   4,523 0 0
C3 AI INC CL A 12468P104   201,582 7,899 SH   SOLE   7,899 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,144,668 4,885 SH   SOLE   4,885 0 0
CATERPILLAR INC COM 149123101   3,678,467 13,474 SH   SOLE   13,474 0 0
CELSIUS HLDGS INC COM NEW 15118V207   2,074,129 12,087 SH   SOLE   12,087 0 0
CENTENE CORP DEL COM 15135B101   4,677,542 67,908 SH   SOLE   67,908 0 0
CMS ENERGY CORP COM 125896100   657,555 12,381 SH   SOLE   12,381 0 0
COSTCO WHSL CORP NEW COM 22160K105   7,630,942 13,507 SH   SOLE   13,507 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,203,621 37,063 SH   SOLE   37,063 0 0
DATADOG INC CL A COM 23804L103   1,354,496 16,067 SH   SOLE   16,067 0 0
DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 23908L207   1,322,161 41,867 SH   SOLE   41,867 0 0
DECKERS OUTDOOR CORP COM 243537107   271,440 528 SH   SOLE   528 0 0
DEERE & CO COM 244199105   777,203 2,059 SH   SOLE   2,059 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,031,204 29,480 SH   SOLE   29,480 0 0
DENTSPLY SIRONA INC COM 24906P109   659,390 19,303 SH   SOLE   19,302 0 0
DICKS SPORTING GOODS INC COM 253393102   876,958 8,077 SH   SOLE   8,076 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,613,028 54,790 SH   SOLE   54,790 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   8,738,150 99,005 SH   SOLE   99,004 0 0
DYNATRACE INC COM NEW 268150109   1,554,780 33,272 SH   SOLE   33,271 0 0
E L F BEAUTY INC COM 26856L103   2,730,044 24,857 SH   SOLE   24,857 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   6,263,334 456,511 SH   SOLE   456,511 0 0
ENTERGY CORP NEW COM 29364G103   9,011,349 97,420 SH   SOLE   97,419 0 0
ESSENTIAL UTILS INC COM 29670G102   8,027,970 233,847 SH   SOLE   233,847 0 0
EXACT SCIENCES CORP COM 30063P105   3,588,570 52,603 SH   SOLE   52,602 0 0
EXELON CORP COM 30161N101   806,779 21,349 SH   SOLE   21,349 0 0
FERRARI N V COM N3167Y103   783,333 2,651 SH   SOLE   2,650 0 0
FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832   3,474,228 87,358 SH   SOLE   87,358 0 0
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   2,315,395 61,060 SH   SOLE   61,060 0 0
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   775,864 9,376 SH   SOLE   9,376 0 0
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104   3,829,047 52,004 SH   SOLE   52,003 0 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101   1,654,172 62,611 SH   SOLE   62,610 0 0
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506   7,355,702 160,081 SH   SOLE   160,080 0 0
FIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTH 33733E708   1,216,788 28,994 SH   SOLE   28,994 0 0
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805   4,425,242 105,225 SH   SOLE   105,225 0 0
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   2,730,777 26,260 SH   SOLE   26,260 0 0
FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108   4,456,279 46,055 SH   SOLE   46,054 0 0
FORD MTR CO DEL COM 345370860   569,731 45,872 SH   SOLE   45,872 0 0
FORTINET INC COM 34959E109   866,727 14,770 SH   SOLE   14,770 0 0
HEALTHEQUITY INC COM 42226A107   3,028,822 41,462 SH   SOLE   41,462 0 0
HERSHEY CO COM 427866108   4,052,925 20,257 SH   SOLE   20,256 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   681,512 39,235 SH   SOLE   39,235 0 0
HUBSPOT INC COM 443573100   1,726,148 3,505 SH   SOLE   3,504 0 0
HUMANA INC COM 444859102   12,719,353 26,144 SH   SOLE   26,143 0 0
ING GROEP N.V. SPONSORED ADR 456837103   635,078 48,185 SH   SOLE   48,185 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   978,824 13,095 SH   SOLE   13,094 0 0
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 46138E404   2,707,050 158,307 SH   SOLE   158,307 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   4,181,980 29,515 SH   SOLE   29,515 0 0
ISHARES TR RUS MID CAP ETF 464287499   2,012,103 29,056 SH   SOLE   29,055 0 0
ISHARES TR ISHARES BIOTECH 464287556   1,639,909 13,410 SH   SOLE   13,410 0 0
ISHARES TR PFD AND INCM SEC 464288687   2,968,479 98,457 SH   SOLE   98,457 0 0
ISHARES TR CORE S&P US VLU 464287663   3,877,364 51,961 SH   SOLE   51,961 0 0
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   1,331,184 33,881 SH   SOLE   33,881 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   2,988,755 55,802 SH   SOLE   55,802 0 0
KAYNE ANDERSON ENERGY INFRST COM 486606106   405,656 48,235 SH   SOLE   48,235 0 0
KAYNE ANDERSON NEXTGEN ENRGY COM 48661E108   405,164 56,905 SH   SOLE   56,905 0 0
KB HOME COM 48666K109   2,632,693 56,886 SH   SOLE   56,886 0 0
KRAFT HEINZ CO COM 500754106   3,504,239 104,169 SH   SOLE   104,168 0 0
LINDE PLC SHS G54950103   2,219,250 5,960 SH   SOLE   5,960 0 0
LULULEMON ATHLETICA INC COM 550021109   8,999,186 23,338 SH   SOLE   23,337 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,109,988 5,833 SH   SOLE   5,832 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,188,270 2,895 SH   SOLE   2,894 0 0
MCCORMICK & CO INC COM NON VTG 579780206   630,992 8,342 SH   SOLE   8,342 0 0
MCDONALDS CORP COM 580135101   230,247 874 SH   SOLE   874 0 0
MERCADOLIBRE INC COM 58733R102   3,708,677 2,925 SH   SOLE   2,925 0 0
MGE ENERGY INC COM 55277P104   649,680 9,483 SH   SOLE   9,483 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409   8,741,496 144,178 SH   SOLE   144,177 0 0
NEXTERA ENERGY INC COM 65339F101   8,531,174 148,912 SH   SOLE   148,912 0 0
NISOURCE INC COM 65473P105   8,966,606 363,315 SH   SOLE   363,314 0 0
NOVARTIS AG SPONSORED ADR 66987V109   4,760,492 46,736 SH   SOLE   46,735 0 0
NRG ENERGY INC COM NEW 629377508   11,130,843 288,963 SH   SOLE   288,962 0 0
NVIDIA CORPORATION COM 67066G104   9,416,713 21,648 SH   SOLE   21,648 0 0
O-I GLASS INC COM 67098H104   632,631 37,814 SH   SOLE   37,814 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,008,002 36,233 SH   SOLE   36,233 0 0
ORMAT TECHNOLOGIES INC COM 686688102   8,422,743 120,463 SH   SOLE   120,462 0 0
OWENS CORNING NEW COM 690742101   1,314,073 9,633 SH   SOLE   9,633 0 0
PACER FDS TR US CASH COWS 100 69374H881   1,126,460 22,789 SH   SOLE   22,789 0 0
PEPSICO INC COM 713448108   1,469,200 8,671 SH   SOLE   8,670 0 0
PLAYTIKA HLDG CORP COM 72815L107   2,196,586 228,098 SH   SOLE   228,098 0 0
PPG INDS INC COM 693506107   2,186,900 16,848 SH   SOLE   16,848 0 0
RALPH LAUREN CORP CL A 751212101   2,457,377 21,168 SH   SOLE   21,167 0 0
REALTY INCOME CORP COM 756109104   586,495 11,744 SH   SOLE   11,744 0 0
RINGCENTRAL INC CL A 76680R206   4,773,844 161,115 SH   SOLE   161,115 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   1,969,776 72,578 SH   SOLE   72,578 0 0
RTX CORPORATION COM 75513E101   408,502 5,676 SH   SOLE   5,676 0 0
SALESFORCE INC COM 79466L302   1,564,245 7,714 SH   SOLE   7,714 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105   2,027,857 293,467 SH   SOLE   293,467 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,531,004 44,937 SH   SOLE   44,937 0 0
SHERWIN WILLIAMS CO COM 824348106   4,797,538 18,810 SH   SOLE   18,810 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,642,419 3,842 SH   SOLE   3,842 0 0
SPLUNK INC COM 848637104   910,406 6,225 SH   SOLE   6,225 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   928,587 21,515 SH   SOLE   21,515 0 0
T-MOBILE US INC COM 872590104   6,181,208 44,136 SH   SOLE   44,135 0 0
TENARIS S A SPONSORED ADS 88031M109   1,084,828 34,330 SH   SOLE   34,330 0 0
THOMSON REUTERS CORP. COM 884903808   2,241,189 18,322 SH   SOLE   18,322 0 0
TJX COS INC NEW COM 872540109   2,310,673 25,998 SH   SOLE   25,997 0 0
UGI CORP NEW COM 902681105   675,809 29,383 SH   SOLE   29,383 0 0
UNITED RENTALS INC COM 911363109   11,935,729 26,848 SH   SOLE   26,847 0 0
UNUM GROUP COM 91529Y106   7,897,010 160,541 SH   SOLE   160,540 0 0
VANECK ETF TRUST BDC INCOME ETF 92189F411   1,225,974 76,480 SH   SOLE   76,480 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,413,663 6,941 SH   SOLE   6,941 0 0
WAYFAIR INC CL A 94419L101   1,184,557 19,557 SH   SOLE   19,556 0 0
WEX INC COM 96208T104   3,402,915 18,092 SH   SOLE   18,091 0 0
WORKDAY INC CL A 98138H101   4,329,863 20,153 SH   SOLE   20,152 0 0