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
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5BP5 11,677,591 34,700 SH   SOLE N/A 0 0 34,700
AGNICO EAGLE MINES LTD COM 008474108 BBG000CZ8QM8 12,346,752 238,100 SH   SOLE N/A 0 0 238,100
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 13,563,440 44,000 SH   SOLE N/A 0 0 44,000
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC3621 2,075,536 14,274 SH   SOLE N/A 0 0 14,274
ALPHABET INC CAP STK CL A 02079K305 BBG009S4MT03 16,507,833 187,100 SH   SOLE N/A 0 0 187,100
AMAZON COM INC COM 023135106 BBG000BVQ4Z3 7,551,600 89,900 SH   SOLE N/A 0 0 89,900
AMERESCO INC CL A 02361E108 BBG000BD1SQ7 4,228,360 74,000 SH   SOLE N/A 0 0 74,000
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9Y214 1,453,905 6,875 SH   SOLE N/A 0 0 6,875
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ3B9 5,639,540 37,000 SH   SOLE N/A 0 0 37,000
APPLE INC COM 037833100 BBG000B9Y5X2 9,095,100 70,000 SH   SOLE N/A 0 0 70,000
APTIV PLC SHS G6095L109 BBG001QD41R4 1,769,470 19,000 SH   SOLE N/A 0 0 19,000
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG00XK4JQH0 2,899,500 150,000 SH   SOLE N/A 0 0 150,000
AT&T INC COM 00206R102 BBG000BSJLV4 21,939,197 1,191,700 SH   SOLE N/A 0 0 1,191,700
BALLARD PWR SYS INC NEW COM 058586108 BBG000BBJBD3 2,392,203 500,000 SH   SOLE N/A 0 0 500,000
BANK AMERICA CORP COM 060505104 BBG000BCTN44 15,125,904 456,700 SH   SOLE N/A 0 0 456,700
BANK NOVA SCOTIA HALIFAX COM 064149107 BBG000BXSYK7 73,383,090 1,500,000 SH   SOLE N/A 0 0 1,500,000
BARINGS BDC INC COM 06759L103 BBG000F54HY2 4,995,057 614,000 SH   SOLE N/A 0 0 614,000
BEAM GLOBAL COM 07373B109 BBG000BBJNN6 1,747,000 100,000 SH   SOLE N/A 0 0 100,000
BENCHMARK ELECTRS INC COM 08160H101 BBG000C4K040 1,865,285 51,600 SH   SOLE N/A 0 0 51,600
BLACKROCK INC COM 09247X101 BBG000C2PYL6 21,896,667 30,900 SH   SOLE N/A 0 0 30,900
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 3,059,200 160,000 SH   SOLE N/A 0 0 160,000
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 19,822,068 428,400 SH   SOLE N/A 0 0 428,400
BRINKS CO COM 109696104 BBG000DR5SG1 1,862,267 25,600 SH   SOLE N/A 0 0 25,600
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BTZW1Q9 4,942,757 172,984 SH   SOLE N/A 0 0 172,984
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG000C9K7Q0 5,482,341 174,700 SH   SOLE N/A 0 0 174,700
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 BBG000VC6X81 7,685,717 248,650 SH   SOLE N/A 0 0 248,650
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG000C40RH9 5,062,020 200,000 SH   SOLE N/A 0 0 200,000
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13KQ7 3,582,272 22,300 SH   SOLE N/A 0 0 22,300
CAMDEN PPTY TR SH BEN INT 133131102 BBG000BB0XQ1 1,317,798 11,800 SH   SOLE N/A 0 0 11,800
CANADIAN NAT RES LTD COM 136385101 BBG0014HPGP5 18,137,339 327,300 SH   SOLE N/A 0 0 327,300
CANADIAN NATL RY CO COM 136375102 BBG000GLP4J9 15,030,755 126,800 SH   SOLE N/A 0 0 126,800
CANADIAN PAC RY LTD COM 13645T100 BBG000DMM5P3 17,744,436 238,500 SH   SOLE N/A 0 0 238,500
CARTERS INC COM 146229109 BBG000CTM6D0 1,930,089 19,100 SH   SOLE N/A 0 0 19,100
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 BBG00Q741Z52 3,192,550 335,000 SH   SOLE N/A 0 0 335,000
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HT52 9,837,376 65,600 SH   SOLE N/A 0 0 65,600
COCA COLA CONS INC COM 191098102 BBG000BG2259 2,123,458 3,060 SH   SOLE N/A 0 0 3,060
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRP72 2,413,880 28,000 SH   SOLE N/A 0 0 28,000
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6HLL1 9,951,700 21,800 SH   SOLE N/A 0 0 21,800
CROWN HLDGS INC COM 228368106 BBG000BF68R0 19,237,140 234,000 SH   SOLE N/A 0 0 234,000
DEERE & CO COM 244199105 BBG000BH1QM6 20,451,852 47,700 SH   SOLE N/A 0 0 47,700
DOUGLAS EMMETT INC COM 25960P109 BBG000PN1TY9 1,158,380 74,010 SH   SOLE N/A 0 0 74,010
EDGEWELL PERS CARE CO COM 28035Q102 BBG000BRW7M2 1,837,390 35,200 SH   SOLE N/A 0 0 35,200
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXR56 8,505,540 114,000 SH   SOLE N/A 0 0 114,000
ELECTRONIC ARTS INC COM 285512109 BBG000BP0WH2 21,393,718 175,100 SH   SOLE N/A 0 0 175,100
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 4,239,360 16,000 SH   SOLE N/A 0 0 16,000
ENVIVA INC COM 29415B103 BBG007FHNKZ2 4,873,240 92,000 SH   SOLE N/A 0 0 92,000
EQUINIX INC COM 29444U700 BBG000MBDX12 3,456,885 5,287 SH   SOLE N/A 0 0 5,287
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LGN2 1,857,644 79,293 SH   SOLE N/A 0 0 79,293
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 BBG00HW4CRR6 5,940,000 150,000 SH   SOLE N/A 0 0 150,000
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDT33 2,744,000 160,000 SH   SOLE N/A 0 0 160,000
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDCQ6 9,492,400 249,800 SH   SOLE N/A 0 0 249,800
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 5,675,054 30,100 SH   SOLE N/A 0 0 30,100
GOLUB CAP BDC INC COM 38173M102 BBG000PXNVF9 2,220,021 169,000 SH   SOLE N/A 0 0 169,000
HANCOCK WHITNEY CORPORATION COM 410120109 BBG000CBDM35 1,900,643 29,000 SH   SOLE N/A 0 0 29,000
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5FQ5 5,216,400 180,000 SH   SOLE N/A 0 0 180,000
HEALTHPEAK PROPERTIES INC COM 42250P103 BBG000BKYGV5 1,944,419 77,700 SH   SOLE N/A 0 0 77,700
HELMERICH & PAYNE INC COM 423452101 BBG000BLCRT6 1,738,864 25,900 SH   SOLE N/A 0 0 25,900
HOST HOTELS & RESORTS INC COM 44107P104 BBG000BL8K25 1,080,280 67,429 SH   SOLE N/A 0 0 67,429
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 11,080,125 122,500 SH   SOLE N/A 0 0 122,500
INVITATION HOMES INC COM 46187W107 BBG00FQH6BX3 2,091,435 70,689 SH   SOLE N/A 0 0 70,689
ITRON INC COM 465741106 BBG000BD2CV5 4,761,100 94,000 SH   SOLE N/A 0 0 94,000
JABIL INC COM 466313103 BBG000BJNJ80 2,078,327 22,500 SH   SOLE N/A 0 0 22,500
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBZW1 14,509,620 108,200 SH   SOLE N/A 0 0 108,200
KIMCO RLTY CORP COM 49446R109 BBG000CN3V94 1,901,909 89,960 SH   SOLE N/A 0 0 89,960
LOWES COS INC COM 548661107 BBG000BNDQS4 11,476,224 57,600 SH   SOLE N/A 0 0 57,600
MAGNA INTL INC COM 559222401 BBG000CZX4L0 4,893,708 87,300 SH   SOLE N/A 0 0 87,300
MICROSOFT CORP COM 594918104 BBG000BPHFS9 21,622,171 90,160 SH   SOLE N/A 0 0 90,160
NABORS INDUSTRIES LTD SHS G6359F137 BBG000BZTXK3 1,719,999 8,200 SH   SOLE N/A 0 0 8,200
NETFLIX INC COM 64110L106 BBG000CLD9D1 8,109,200 27,500 SH   SOLE N/A 0 0 27,500
NEXTERA ENERGY INC COM 65339F101 BBG000BJSF01 5,935,600 71,000 SH   SOLE N/A 0 0 71,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW367 5,887,560 84,000 SH   SOLE N/A 0 0 84,000
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 6,056,271 11,100 SH   SOLE N/A 0 0 11,100
NUVEI CORPORATION SUB VTG SHS 67079A102 BBG00X2VHVX3 2,835,267 111,800 SH   SOLE N/A 0 0 111,800
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BNDGF0 10,319,359 65,300 SH   SOLE N/A 0 0 65,300
ORMAT TECHNOLOGIES INC COM 686688102 BBG000Q5BSH7 4,756,400 55,000 SH   SOLE N/A 0 0 55,000
PATTERSON COS INC COM 703395103 BBG000BQYC69 1,890,599 49,800 SH   SOLE N/A 0 0 49,800
PFIZER INC COM 717081103 BBG000BR2F10 17,390,856 339,400 SH   SOLE N/A 0 0 339,400
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 BBG00ST5DTJ7 688,334 54,000 SH   SOLE N/A 0 0 54,000
PLUG POWER INC COM NEW 72919P202 BBG000C1Y014 4,205,800 340,000 SH   SOLE N/A 0 0 340,000
PRECISION DRILLING CORP COM NEW 74022D407 BBG000BT0GY0 1,659,360 16,000 SH   SOLE N/A 0 0 16,000
PROLOGIS INC. COM 74340W103 BBG000B9Z339 4,742,757 42,148 SH   SOLE N/A 0 0 42,148
PUBLIC STORAGE COM 74460D109 BBG000BPPPX2 2,961,290 10,588 SH   SOLE N/A 0 0 10,588
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 BBG00K5TV6V4 747,762 63,377 SH   SOLE N/A 0 0 63,377
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28KC4 1,639,799 73,600 SH   SOLE N/A 0 0 73,600
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 2,597,200 47,619 SH   SOLE N/A 0 0 47,619
ROGERS COMMUNICATIONS INC CL B 775109200 BBG000BCG2P1 15,080,622 322,900 SH   SOLE N/A 0 0 322,900
ROSS STORES INC COM 778296103 BBG000BSC9R3 22,018,479 189,700 SH   SOLE N/A 0 0 189,700
ROYAL BK CDA SUSTAINABL COM 780087102 BBG000BCJHV8 25,902,791 276,090 SH   SOLE N/A 0 0 276,090
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 10,483,622 31,300 SH   SOLE N/A 0 0 31,300
SANMINA CORPORATION COM 801056102 BBG000BHC504 2,102,786 27,100 SH   SOLE N/A 0 0 27,100
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 7,570,579 143,900 SH   SOLE N/A 0 0 143,900
SHELL PLC SPON ADS 780259305 BBG0147BN6T8 25,832,520 453,600 SH   SOLE N/A 0 0 453,600
SHOPIFY INC CL A 82509L107 BBG008P8T6V8 1,323,491 38,200 SH   SOLE N/A 0 0 38,200
SILGAN HOLDINGS INC COM 827048109 BBG000BPDFV9 2,169,554 30,900 SH   SOLE N/A 0 0 30,900
STEM INC COM 85859N102 BBG00XP8NQT8 2,458,500 275,000 SH   SOLE N/A 0 0 275,000
SUN CMNTYS INC COM 866674104 BBG000BLJXH9 2,771,470 19,416 SH   SOLE N/A 0 0 19,416
SUNCOR ENERGY INC NEW COM 867224107 BBG000BC1N80 25,712,666 812,300 SH   SOLE N/A 0 0 812,300
SUNRUN INC COM 86771W105 BBG009HT4X01 5,284,400 220,000 SH   SOLE N/A 0 0 220,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 8,997,001 121,000 SH   DFND N/A 0 0 121,000
TC ENERGY CORP COM 87807B107 BBG000D080D1 21,668,748 544,670 SH   SOLE N/A 0 0 544,670
TELUS CORPORATION COM 87971M103 BBG000BZYZZ6 6,066,210 315,000 SH   SOLE N/A 0 0 315,000
TELUS INTL CDA INC SUB VTG SHS 87975H100 BBG00YTSWG83 4,900,121 248,737 SH   SOLE N/A 0 0 248,737
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDPD4 10,187,765 18,500 SH   SOLE N/A 0 0 18,500
TORONTO DOMINION BK ONT COM NEW 891160509 BBG000BCRN55 19,577,675 303,000 SH   SOLE N/A 0 0 303,000
TPI COMPOSITES INC COM 87266J104 BBG00D3JRC73 3,853,200 380,000 SH   SOLE N/A 0 0 380,000
UDR INC COM 902653104 BBG000C412D7 2,074,303 53,655 SH   SOLE N/A 0 0 53,655
UNION PAC CORP COM 907818108 BBG000BW3413 16,938,326 81,800 SH   SOLE N/A 0 0 81,800
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 17,177,832 32,400 SH   SOLE N/A 0 0 32,400
VICI PPTYS INC COM 925652109 BBG00HZQTQG0 1,323,186 40,913 SH   SOLE N/A 0 0 40,913
VISA INC COM CL A 92826C839 BBG000PSL0X0 25,658,360 123,500 SH   SOLE N/A 0 0 123,500
WALMART INC COM 931142103 BBG000BWXCP6 27,280,396 192,400 SH   SOLE N/A 0 0 192,400
WASTE CONNECTIONS INC COM 94106B101 BBG000DZ8CG5 3,915,392 29,600 SH   SOLE N/A 0 0 29,600
WASTE MGMT INC DEL COM 94106L109 BBG000BWVV12 4,941,720 31,500 SH   SOLE N/A 0 0 31,500
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 2,449,430 37,435 SH   SOLE N/A 0 0 37,435
WESCO INTL INC COM 95082P105 BBG000D0FQ55 6,735,760 53,800 SH   SOLE N/A 0 0 53,800
XYLEM INC COM 98419M100 BBG00256TDP9 4,975,650 45,000 SH   SOLE N/A 0 0 45,000