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
ABBVIE INC COM 00287Y109   228,909,861 1,159,779 SH   SOLE   1,159,779 0 0
ADDUS HOMECARE CORP COM 006739106   619,749 4,663 SH   SOLE   4,663 0 0
ADOBE INC COM 00724F101   33,897,911 65,474 SH   SOLE   65,474 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   480,831 3,057 SH   SOLE   3,057 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   356,845 2,007 SH   SOLE   2,007 0 0
AFLAC INC COM 001055102   254,381,778 2,276,325 SH   SOLE   2,276,325 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   577,744 3,892 SH   SOLE   3,892 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   40,326 380 SH   SOLE   380 0 0
ALPHABET INC CAP STK CL A 02079K305   35,372,579 213,323 SH   SOLE   213,323 0 0
AMAZON COM INC COM 023135106   35,996,189 193,169 SH   SOLE   193,169 0 0
AMERESCO INC CL A 02361E108   19,411,394 511,530 SH   SOLE   511,530 0 0
AMERIPRISE FINL INC COM 03076C106   493,301 1,050 SH   SOLE   1,050 0 0
AMPHENOL CORP NEW CL A 032095101   36,621,861 562,069 SH   SOLE   562,069 0 0
APPLE INC COM 037833100   35,935,135 154,282 SH   SOLE   154,282 0 0
APPLIED MATLS INC COM 038222105   34,441,672 170,433 SH   SOLE   170,433 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   550,427 3,532 SH   SOLE   3,532 0 0
ARISTA NETWORKS INC COM 040413106   615,600 1,605 SH   SOLE   1,605 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   296,482 6,844 SH   SOLE   6,844 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   26,096 800 SH   SOLE   800 0 0
BAIDU INC SPON ADR REP A 056752108   248,484 2,360 SH   SOLE   2,360 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,502,107 235,254 SH   SOLE   235,254 0 0
BLACKROCK INC COM 09247X101   237,780,388 250,484 SH   SOLE   250,484 0 0
BLACKSTONE INC COM 09260D107   530,595 3,465 SH   SOLE   3,465 0 0
BROADCOM INC COM 11135F101   229,754,587 1,331,971 SH   SOLE   1,331,971 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   499,733 1,843 SH   SOLE   1,843 0 0
CANADIAN NAT RES LTD COM 136385101   13,171,264 396,541 SH   SOLE   396,541 0 0
CANADIAN SOLAR INC COM 136635109   16,185,977 966,208 SH   SOLE   966,208 0 0
CARLYLE GROUP INC COM 14316J108   413,634 9,606 SH   SOLE   9,606 0 0
CENOVUS ENERGY INC COM 15135U109   11,191,413 669,837 SH   SOLE   669,837 0 0
CHEVRON CORP NEW COM 166764100   19,736,377 134,419 SH   SOLE   134,419 0 0
CISCO SYS INC COM 17275R102   224,568,602 4,220,540 SH   SOLE   4,220,540 0 0
CME GROUP INC COM 12572Q105   216,955,954 983,704 SH   SOLE   983,704 0 0
COCA COLA CO COM 191216100   220,010,635 3,062,037 SH   SOLE   3,062,037 0 0
CONOCOPHILLIPS COM 20825C104   16,894,818 160,734 SH   SOLE   160,734 0 0
DANAHER CORPORATION COM 235851102   36,666,457 131,905 SH   SOLE   131,905 0 0
DEVON ENERGY CORP NEW COM 25179M103   10,094,647 258,398 SH   SOLE   258,398 0 0
DIAMONDBACK ENERGY INC COM 25278X109   12,746,680 74,132 SH   SOLE   74,132 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   580,745 8,798 SH   SOLE   8,798 0 0
EMERSON ELEC CO COM 291011104   199,954,942 1,828,480 SH   SOLE   1,828,480 0 0
ENBRIDGE INC COM 29250N105   11,994,406 295,354 SH   SOLE   295,354 0 0
ENPHASE ENERGY INC COM 29355A107   15,475,177 136,896 SH   SOLE   136,896 0 0
ENTEGRIS INC COM 29362U104   459,189 4,077 SH   SOLE   4,077 0 0
EOG RES INC COM 26875P101   13,116,691 106,843 SH   SOLE   106,843 0 0
EXXON MOBIL CORP COM 30231G102   21,733,726 185,935 SH   SOLE   185,935 0 0
FIRST SOLAR INC COM 336433107   30,152,382 120,845 SH   SOLE   120,845 0 0
FORTIVE CORP COM 34959J108   538,007 6,816 SH   SOLE   6,816 0 0
FRANKLIN RESOURCES INC COM 354613101   224,068 11,120 SH   SOLE   11,120 0 0
GALLAGHER ARTHUR J & CO COM 363576109   224,805,513 799,231 SH   SOLE   799,231 0 0
GENTHERM INC COM 37253A103   15,850,371 340,382 SH   SOLE   340,382 0 0
HALLIBURTON CO COM 406216101   10,254,218 354,183 SH   SOLE   354,183 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   3,810,341 345,393 SH   SOLE   345,393 0 0
HENRY JACK & ASSOC INC COM 426281101   489,954 2,776 SH   SOLE   2,776 0 0
HUBBELL INC COM 443510607   38,454,634 89,776 SH   SOLE   89,776 0 0
IDEX CORP COM 45167R104   496,559 2,315 SH   SOLE   2,315 0 0
ILLINOIS TOOL WKS INC COM 452308109   210,447,080 802,886 SH   SOLE   802,886 0 0
IMPERIAL OIL LTD COM NEW 453038408   14,919,666 212,108 SH   SOLE   212,108 0 0
INSTALLED BLDG PRODS INC COM 45780R101   26,164,119 106,221 SH   SOLE   106,221 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   39,932,860 248,639 SH   SOLE   248,639 0 0
INTUIT COM 461202103   38,051,270 61,279 SH   SOLE   61,279 0 0
ITRON INC COM 465741106   28,335,605 265,284 SH   SOLE   265,284 0 0
JD.COM INC SPON ADS CL A 47215P106   163,200 4,080 SH   SOLE   4,080 0 0
JOHNSON & JOHNSON COM 478160104   214,539,671 1,324,122 SH   SOLE   1,324,122 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   540,103 3,399 SH   SOLE   3,399 0 0
KINDER MORGAN INC DEL COM 49456B101   11,656,399 529,404 SH   SOLE   529,404 0 0
KKR & CO INC COM 48251W104   605,630 4,638 SH   SOLE   4,638 0 0
KLA CORP COM NEW 482480100   33,987,218 43,883 SH   SOLE   43,883 0 0
LAM RESEARCH CORP COM 512807108   32,001,047 39,207 SH   SOLE   39,207 0 0
MASTERCARD INCORPORATED CL A 57636Q104   40,735,646 82,498 SH   SOLE   82,498 0 0
META PLATFORMS INC CL A 30303M102   43,536,210 76,066 SH   SOLE   76,066 0 0
MICROSOFT CORP COM 594918104   224,938,437 522,876 SH   SOLE   522,876 0 0
MONDELEZ INTL INC CL A 609207105   214,626,092 2,912,874 SH   SOLE   2,912,874 0 0
MONOLITHIC PWR SYS INC COM 609839105   616,557 667 SH   SOLE   667 0 0
NASDAQ INC COM 631103108   477,777 6,544 SH   SOLE   6,544 0 0
NETEASE INC SPONSORED ADS 64110W102   8,111,101 86,741 SH   SOLE   86,741 0 0
NETFLIX INC COM 64110L106   40,765,031 57,479 SH   SOLE   57,479 0 0
NEXTERA ENERGY INC COM 65339F101   38,387,865 454,148 SH   SOLE   454,148 0 0
NVIDIA CORPORATION COM 67066G104   39,082,328 321,837 SH   SOLE   321,837 0 0
ON SEMICONDUCTOR CORP COM 682189105   26,466,101 364,394 SH   SOLE   364,394 0 0
ORMAT TECHNOLOGIES INC COM 686688102   27,743,945 360,569 SH   SOLE   360,569 0 0
OTIS WORLDWIDE CORP COM 68902V107   192,388,783 1,850,806 SH   SOLE   1,850,806 0 0
OWENS CORNING NEW COM 690742101   27,283,659 154,601 SH   SOLE   154,601 0 0
PAYCHEX INC COM 704326107   210,282,404 1,567,667 SH   SOLE   1,567,667 0 0
PAYPAL HLDGS INC COM 70450Y103   42,841,859 549,080 SH   SOLE   549,080 0 0
PEPSICO INC COM 713448108   199,831,824 1,175,247 SH   SOLE   1,175,247 0 0
PRICE T ROWE GROUP INC COM 74144T108   247,598 2,273 SH   SOLE   2,273 0 0
PROCTER AND GAMBLE CO COM 742718109   205,399,304 1,185,942 SH   SOLE   1,185,942 0 0
QUALCOMM INC COM 747525103   6,550,273 38,520 SH   SOLE   38,520 0 0
RAYMOND JAMES FINL INC COM 754730109   397,750 3,248 SH   SOLE   3,248 0 0
REVVITY INC COM 714046109   493,150 3,863 SH   SOLE   3,863 0 0
ROPER TECHNOLOGIES INC COM 776696106   35,584,763 63,957 SH   SOLE   63,957 0 0
SALESFORCE INC COM 79466L302   38,439,126 140,422 SH   SOLE   140,422 0 0
SCHLUMBERGER LTD COM STK 806857108   11,501,865 273,866 SH   SOLE   273,866 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   490,055 4,962 SH   SOLE   4,962 0 0
SMITH A O CORP COM 831865209   579,491 6,449 SH   SOLE   6,449 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,290,905 99,990 SH   SOLE   99,990 0 0
STATE STR CORP COM 857477103   410,235 4,637 SH   SOLE   4,637 0 0
SUNCOR ENERGY INC NEW COM 867224107   14,314,814 387,922 SH   SOLE   387,922 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   61,299,064 352,036 SH   SOLE   352,036 0 0
TERADYNE INC COM 880770102   617,502 4,610 SH   SOLE   4,610 0 0
TETRA TECH INC NEW COM 88162G103   616,541 13,085 SH   SOLE   13,085 0 0
TEXAS INSTRS INC COM 882508104   199,954,102 967,637 SH   SOLE   967,637 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   36,422,106 58,889 SH   SOLE   58,889 0 0
TPI COMPOSITES INC COM 87266J104   1,637,309 359,866 SH   SOLE   359,866 0 0
VALERO ENERGY CORP COM 91913Y100   14,654,719 108,432 SH   SOLE   108,432 0 0
VISA INC COM CL A 92826C839   35,317,483 128,453 SH   SOLE   128,453 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   612,682 1,655 SH   SOLE   1,655 0 0