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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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
ABBOTT LABS COM 002824100 BBG001S5N9M6 6,502,735 58,164 SH   SOLE   9,562 0 48,602
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 5,440,258 36,583 SH   SOLE   5,889 0 30,694
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,416,155 20,915 SH   SOLE   8,875 0 12,040
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,849,013 41,365 SH   SOLE   14,840 0 26,525
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,889,377 41,416 SH   SOLE   4,190 0 37,226
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,250,389 56,046 SH   SOLE   12,126 0 43,920
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 2,874,486 19,139 SH   SOLE   3,689 0 15,450
APPLE INC COM 037833100 BBG001S5N8V8 12,849,026 94,988 SH   SOLE   23,270 0 71,717
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2,051,542 19,325 SH   SOLE   2,620 0 16,705
AT&T INC COM 00206R102 BBG001S5VWH2 637,880 33,679 SH   SOLE   6,645 0 27,034
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 7,240,654 28,511 SH   SOLE   2,824 0 25,687
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,144,002 3,748 SH   SOLE   326 0 3,422
BLACKSTONE INC COM 09260D107 BBG001S7H949 4,353,636 54,069 SH   SOLE   14,865 0 39,204
BOEING CO COM 097023105 BBG001S5P0V3 1,150,799 5,557 SH   SOLE   1,880 0 3,677
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 7,867,281 106,675 SH   SOLE   21,705 0 84,970
BROADCOM INC COM 11135F101 BBG00KHY5SY8 7,745,965 13,753 SH   SOLE   3,852 0 9,901
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG001SDHPH6 1,396,426 48,639 SH   SOLE   8,407 0 40,232
CAMPING WORLD HLDGS INC CL A 13462K109 BBG00D2Z7X92 2,419,159 102,290 SH   SOLE   29,280 0 73,010
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 452,333 2,527 SH   SOLE   659 0 1,868
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,593,578 34,300 SH   SOLE   10,645 0 23,655
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,183,946 9,738 SH   SOLE   3,568 0 6,170
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 14,802,748 726,337 SH   SOLE   164,996 0 561,341
CORNING INC COM 219350105 BBG001S5RLH1 917,738 25,671 SH   SOLE   2,570 0 23,101
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 4,615,556 9,831 SH   SOLE   1,788 0 8,043
CUMMINS INC COM 231021106 BBG001S5Q9M3 6,347,128 26,954 SH   SOLE   7,187 0 19,767
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1,567,204 17,915 SH   SOLE   5,505 0 12,410
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 1,202,263 4,440 SH   SOLE   2,565 0 1,875
DEERE & CO COM 244199105 BBG001S5QFF7 281,934 690 SH   SOLE   365 0 325
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 1,177,651 11,220 SH   SOLE   3,445 0 7,775
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 272,224 4,390 SH   SOLE   0 0 4,390
DONALDSON INC COM 257651109 BBG001S5QDV4 5,300,887 89,937 SH   SOLE   12,503 0 77,434
DOW INC COM 260557103 BBG00BN96931 348,090 6,150 SH   SOLE   3,400 0 2,750
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 3,596,734 54,430 SH   SOLE   16,530 0 37,900
EATON CORP PLC SHS G29183103 BBG001S5QZ45 1,913,284 12,599 SH   SOLE   4,122 0 8,477
ECOLAB INC COM 278865100 BBG001S5QRB5 222,603 1,498 SH   SOLE   1,472 0 26
EDISON INTL COM 281020107 BBG001S7MY75 2,194,035 33,410 SH   SOLE   6,190 0 27,220
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 334,684 15,509 SH   SOLE   15,055 0 454
FEDEX CORP COM 31428X106 BBG001S5R3M5 3,581,984 19,443 SH   SOLE   3,680 0 15,763
FIRST REP BK SAN FRANCISCO C COM 33616C100 BBG001TG3G38 2,863,179 21,858 SH   SOLE   1,290 0 20,568
FIRST SOLAR INC COM 336433107 BBG001S991Z7 5,245,668 31,790 SH   SOLE   7,081 0 24,709
FISERV INC COM 337738108 BBG001S5R6Q4 5,797,387 56,737 SH   SOLE   13,446 0 43,291
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 3,374,323 277,038 SH   SOLE   91,600 0 185,438
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 404,996 6,334 SH   SOLE   2,645 0 3,689
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 1,473,329 19,169 SH   SOLE   7,978 0 11,191
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5DN3 2,207,958 67,708 SH   SOLE   17,493 0 50,215
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 3,355,838 16,724 SH   SOLE   4,314 0 12,410
ILLUMINA INC COM 452327109 BBG001SF4NY1 324,027 1,650 SH   SOLE   450 0 1,200
IMPINJ INC COM 453204109 BBG001T313Q3 1,026,758 8,053 SH   SOLE   4,213 0 3,840
INTEL CORP COM 458140100 BBG001S5SF65 651,102 22,910 SH   SOLE   4,100 0 18,810
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,390,348 24,110 SH   SOLE   7,640 0 16,470
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 388,850 1,540 SH   SOLE   1,312 0 228
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 BBG007RBRW19 1,307,938 31,494 SH   SOLE   3,964 0 27,529
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 2,013,553 95,633 SH   SOLE   9,570 0 86,063
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 BBG00KJR0Z89 3,637,872 154,540 SH   SOLE   26,200 0 128,340
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 2,603,798 126,153 SH   SOLE   14,261 0 111,892
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 BBG00KJR2H78 6,536,568 290,902 SH   SOLE   41,467 0 249,435
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 2,240,309 110,143 SH   SOLE   12,979 0 97,164
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 BBG00KXH4WB4 6,808,293 302,860 SH   SOLE   41,164 0 261,696
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 1,669,803 86,653 SH   SOLE   11,208 0 75,445
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 1,135,606 58,296 SH   SOLE   1,290 0 57,006
INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452 BBG00X3HZJZ8 988,765 46,107 SH   SOLE   10,578 0 35,529
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 BBG00LNJYDS0 6,122,305 265,437 SH   SOLE   35,107 0 230,330
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 747,428 36,910 SH   SOLE   1,241 0 35,669
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 646,460 2,560 SH   SOLE   256 0 2,303
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 484,208 3,612 SH   SOLE   483 0 3,129
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 271,864 2,488 SH   SOLE   130 0 2,358
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 2,603,893 21,946 SH   SOLE   3,666 0 18,280
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,923,375 17,244 SH   SOLE   5,379 0 11,865
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 9,969,614 73,986 SH   SOLE   16,857 0 57,129
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 1,470,750 78,440 SH   SOLE   17,650 0 60,790
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 3,557,332 18,581 SH   SOLE   2,801 0 15,780
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 2,848,963 11,279 SH   SOLE   2,127 0 9,152
LIMONEIRA CO COM 532746104 BBG001S775Q4 796,933 60,010 SH   SOLE   60,010 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 8,335,235 41,237 SH   SOLE   7,773 0 33,464
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 451,953 6,299 SH   SOLE   4,685 0 1,614
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,567,001 11,068 SH   SOLE   2,320 0 8,748
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 242,633 2,538 SH   SOLE   2,126 0 412
NETFLIX INC COM 64110L106 BBG001SF6L46 423,461 1,341 SH   SOLE   141 0 1,200
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 3,908,654 47,326 SH   SOLE   13,849 0 33,477
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 317,579 718 SH   SOLE   30 0 688
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,225,246 37,132 SH   SOLE   7,748 0 29,384
OMNICELL COM COM 68213N109 BBG001SF6Z45 490,403 8,776 SH   SOLE   3,726 0 5,050
ONEOK INC NEW COM 682680103 BBG001S5TWK1 11,172,331 160,522 SH   SOLE   36,351 0 124,171
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 6,993,146 49,699 SH   SOLE   8,799 0 40,900
PFIZER INC COM 717081103 BBG001S5V466 4,563,395 101,499 SH   SOLE   23,805 0 77,694
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 1,486,397 20,035 SH   SOLE   5,660 0 14,375
PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 604,759 8,375 SH   SOLE   1,775 0 6,600
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 2,174,364 22,430 SH   SOLE   10,805 0 11,625
QUALCOMM INC COM 747525103 BBG001S6VS70 10,741,930 91,358 SH   SOLE   21,593 0 69,765
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 1,731,924 12,070 SH   SOLE   2,200 0 9,870
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 3,817,878 8,834 SH   SOLE   1,710 0 7,124
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 489,114 14,055 SH   SOLE   1,790 0 12,265
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 483,255 5,955 SH   SOLE   755 0 5,200
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 422,984 1,805 SH   SOLE   105 0 1,700
STARBUCKS CORP COM 855244109 BBG001S72KH6 537,460 5,155 SH   SOLE   415 0 4,740
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 386,324 9,485 SH   SOLE   6,072 0 3,413
SYSCO CORP COM 871829107 BBG001S5WJS8 1,994,678 25,915 SH   SOLE   2,580 0 23,335
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,183,967 21,357 SH   SOLE   4,501 0 16,856
TARGET CORP COM 87612E106 BBG001SC0K41 1,491,563 9,375 SH   SOLE   5,075 0 4,300
TENNANT CO COM 880345103 BBG001SCHFK6 1,472,571 22,114 SH   SOLE   6,769 0 15,345
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 1,164,596 7,950 SH   SOLE   2,643 0 5,307
THOR INDS INC COM 885160101 BBG001S5WPH6 4,275,448 49,651 SH   SOLE   8,231 0 41,420
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 5,373,480 117,762 SH   SOLE   32,828 0 84,934
VAREX IMAGING CORP COM 92214X106 BBG00CZNLR38 956,966 45,440 SH   SOLE   26,110 0 19,330
VERIFYME INC COM NEW 92346X206 BBG001SD4YY2 247,500 150,000 SH   SOLE   0 0 150,000
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 349,924 8,735 SH   SOLE   4,775 0 3,960
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 740,714 6,025 SH   SOLE   4,415 0 1,610
WATERS CORP COM 941848103 BBG001S8MDG9 413,722 1,246 SH   SOLE   987 0 259
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 4,526,014 145,531 SH   SOLE   22,701 0 122,830
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 3,361,504 28,210 SH   SOLE   11,390 0 16,820
WORKDAY INC CL A 98138H101 BBG001T21KQ7 554,557 3,310 SH   SOLE   375 0 2,935
ZOETIS INC CL A 98978V103 BBG0039320P7 1,936,112 11,955 SH   SOLE   5,802 0 6,153