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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   2,659,680 144,000 SH   SOLE   0 144,000 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,810,577 13,903 SH   SOLE   0 13,903 0
FERGUSON PLC NEW SHS G3421J106   766,003 3,500 SH   SOLE   3,500 0 0
LINDE PLC SHS G54950103   1,751,864 3,775 SH   SOLE   0 3,775 0
MEDTRONIC PLC SHS G5960L103   20,561,373 235,985 SH   SOLE   0 235,985 0
APTIV PLC SHS G6095L109   9,188,347 115,417 SH   SOLE   0 115,417 0
PENTAIR PLC SHS G7S00T104   1,319,564 15,457 SH   SOLE   0 15,457 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   6,114,725 166,523 SH   SOLE   0 166,523 0
NXP SEMICONDUCTORS N V COM N6596X109   1,039,668 4,200 SH   SOLE   0 4,200 0
ABBVIE INC COM 00287Y109   509,124 2,800 SH   SOLE   0 2,800 0
ACUITY BRANDS INC COM 00508Y102   1,318,927 4,908 SH   SOLE   0 4,908 0
ADOBE INC COM 00724F101   7,445,694 14,765 SH   SOLE   0 14,765 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   7,793,598 45,196 SH   SOLE   0 45,196 0
ALPHABET INC CAP STK CL C 02079K107   3,476,552 22,845 SH   SOLE   0 22,845 0
ALPHABET INC CAP STK CL A 02079K305   24,332,032 161,353 SH   SOLE   0 161,353 0
ALTAIR ENGR INC COM CL A 021369103   1,246,366 14,496 SH   SOLE   0 14,496 0
ANALOG DEVICES INC COM 032654105   9,902,529 50,076 SH   SOLE   0 50,076 0
APPLE INC COM 037833100   2,492,976 14,538 SH   SOLE   0 14,538 0
APPLIED MATLS INC COM 038222105   2,954,444 14,335 SH   SOLE   0 14,335 0
AUTODESK INC COM 052769106   2,916,925 11,203 SH   SOLE   0 11,203 0
AVIENT CORPORATION COM 05368V106   8,259,817 190,450 SH   SOLE   0 190,450 0
BOSTON SCIENTIFIC CORP COM 101137107   9,213,436 134,542 SH   SOLE   0 134,542 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,355,750 25,000 SH   SOLE   0 25,000 0
BROADCOM INC COM 11135F101   1,296,529 979 SH   SOLE   0 979 0
BRUKER CORP COM 116794108   9,502,895 101,267 SH   SOLE   0 101,267 0
CME GROUP INC COM 12572Q105   8,145,966 37,853 SH   SOLE   0 37,853 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,088,570 3,500 SH   SOLE   0 3,500 0
CISCO SYS INC COM 17275R102   1,290,695 25,876 SH   SOLE   0 25,876 0
CLEAN HARBORS INC COM 184496107   2,675,140 13,288 SH   SOLE   0 13,288 0
EMERSON ELEC CO COM 291011104   1,096,028 9,666 SH   SOLE   0 9,666 0
EXACT SCIENCES CORP COM 30063P105   2,992,025 43,325 SH   SOLE   0 43,325 0
FEDERAL SIGNAL CORP COM 313855108   1,186,487 13,985 SH   SOLE   0 13,985 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   955,551 33,658 SH   SOLE   0 33,658 0
HARTFORD FINL SVCS GROUP INC COM 416515104   11,500,123 111,630 SH   SOLE   0 111,630 0
HOME DEPOT INC COM 437076102   7,726,822 20,155 SH   SOLE   0 20,155 0
IDEX CORP COM 45167R104   1,232,141 5,051 SH   SOLE   0 5,051 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,401,621 10,204 SH   SOLE   0 10,204 0
JACKSON FINANCIAL INC COM CL A 46817M107   2,313,850 35,000 SH   SOLE   0 35,000 0
LAM RESEARCH CORP COM 512807108   868,785 895 SH   SOLE   0 895 0
LATTICE SEMICONDUCTOR CORP COM 518415104   7,362,918 94,167 SH   SOLE   0 94,167 0
MSA SAFETY INC COM 553498106   1,547,672 7,995 SH   SOLE   0 7,995 0
MARVELL TECHNOLOGY INC COM 573874104   7,441,479 104,987 SH   SOLE   0 104,987 0
MERCK & CO INC COM 58933Y105   765,078 5,800 SH   SOLE   0 5,800 0
MICROSOFT CORP COM 594918104   30,055,791 71,558 SH   SOLE   0 71,558 0
MUELLER WTR PRODS INC COM SER A 624758108   6,570,642 408,622 SH   SOLE   0 408,622 0
NIKE INC CL B 654106103   11,531,147 122,724 SH   SOLE   0 122,724 0
PALO ALTO NETWORKS INC COM 697435105   6,430,450 22,652 SH   SOLE   0 22,652 0
PAYCHEX INC COM 704326107   589,248 4,800 SH   SOLE   0 4,800 0
PFIZER INC COM 717081103   1,386,500 50,000 SH   SOLE   0 50,000 0
PROCTER AND GAMBLE CO COM 742718109   1,216,200 7,500 SH   SOLE   0 7,500 0
RAYONIER INC COM 754907103   853,207 25,699 SH   SOLE   0 25,699 0
REGAL REXNORD CORPORATION COM 758750103   1,419,762 7,881 SH   SOLE   0 7,881 0
SALESFORCE INC COM 79466L302   12,392,280 41,195 SH   SOLE   0 41,195 0
SERVICENOW INC COM 81762P102   616,912 810 SH   SOLE   0 810 0
SMITH A O CORP COM 831865209   1,175,699 13,151 SH   SOLE   0 13,151 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,833,309 39,917 SH   SOLE   0 39,917 0
STANTEC INC COM 85472N109   1,644,036 19,843 SH   SOLE   0 19,843 0
T-MOBILE US INC COM 872590104   1,290,269 7,908 SH   SOLE   0 7,908 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,572,274 18,911 SH   SOLE   0 18,911 0
TRIMBLE INC COM 896239100   918,439 14,277 SH   SOLE   0 14,277 0
UNITEDHEALTH GROUP INC COM 91324P102   1,083,769 2,192 SH   SOLE   0 2,192 0
VALMONT INDS INC COM 920253101   9,646,200 42,256 SH   SOLE   0 42,256 0
VISA INC COM CL A 92826C839   3,773,447 13,538 SH   SOLE   0 13,538 0
XYLEM INC COM 98419M100   8,940,511 69,199 SH   SOLE   0 69,199 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,488,850 17,000 SH   SOLE   0 17,000 0