Davy Global Fund Management 13F-HR Quarterly holdings report by institutional manager

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	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
2U INC	COM	90214J101	154,032	62,361	SH		SOLE		0	0	0
3M CO	COM	88579Y101	235,267	2,513	SH		SOLE		0	0	0
A10 NETWORKS INC	COM	002121101	2,439,910	162,336	SH		SOLE		0	0	0
ABBVIE INC	COM	00287Y109	1,554,994	10,432	SH		SOLE		0	0	0
ACCO BRANDS CORP	COM	00081T108	154,406	26,900	SH		SOLE		0	0	0
ADOBE INC	COM	00724F101	874,479	1,715	SH		SOLE		0	0	0
ADTALEM GBL ED INC	COM	00737L103	423,744	9,889	SH		SOLE		0	0	0
AECOM	COM	00766T100	1,183,154	14,248	SH		SOLE		0	0	0
AFFIRM HLDGS INC	COM CL A	00827B106	317,348	14,920	SH		SOLE		0	0	0
AGCO CORP	COM	001084102	2,835,290	23,971	SH		SOLE		0	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	2,597,339	24,379	SH		SOLE		0	0	0
ALLEGION PLC	ORD SHS	G0176J109	1,752,540	16,819	SH		SOLE		0	0	0
ALPHABET INC	CAP STK CL A	02079K305	7,053,616	53,902	SH		SOLE		0	0	0
ALPHABET INC	CAP STK CL C	02079K107	524,895	3,981	SH		SOLE		0	0	0
ALTUS POWER INC	COM CL A	02217A102	768,826	146,443	SH		SOLE		0	0	0
AMERICAN EXPRESS CO	COM	025816109	2,352,428	15,768	SH		SOLE		0	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,112,241	8,982	SH		SOLE		0	0	0
AMERICOLD REALTY TRUST INC	COM	03064D108	5,699,716	187,429	SH		SOLE		0	0	0
ANSYS INC	COM	03662Q105	1,137,534	3,823	SH		SOLE		0	0	0
APPLE INC	COM	037833100	632,792	3,696	SH		SOLE		0	0	0
APTIV PLC	SHS	G6095L109	1,092,772	11,084	SH		SOLE		0	0	0
ARDAGH METAL PACKAGING S A	SHS	L02235106	1,588,666	507,561	SH		SOLE		0	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	2,421,438	10,065	SH		SOLE		0	0	0
AUTODESK INC	COM	052769106	1,337,880	6,466	SH		SOLE		0	0	0
BADGER METER INC	COM	056525108	2,987,461	20,765	SH		SOLE		0	0	0
BALCHEM CORP	COM	057665200	4,707,318	37,950	SH		SOLE		0	0	0
BALL CORP	COM	058498106	4,757,176	95,564	SH		SOLE		0	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	2,920,101	8,336	SH		SOLE		0	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	371,460	6,000	SH		SOLE		0	0	0
BEYOND MEAT INC	COM	08862E109	5,021,342	521,969	SH		SOLE		0	0	0
BLACKBERRY LTD	COM	09228F103	3,033,179	643,987	SH		SOLE		0	0	0
BLACKROCK INC	COM	09247X101	1,600,063	2,475	SH		SOLE		0	0	0
BLINK CHARGING CO	COM	09354A100	41,139	13,444	SH		SOLE		0	0	0
BLOCK H & R INC	COM	093671105	1,424,425	33,080	SH		SOLE		0	0	0
BOISE CASCADE CO DEL	COM	09739D100	641,939	6,230	SH		SOLE		0	0	0
BREAD FINANCIAL HOLDINGS INC	COM	018581108	207,491	6,067	SH		SOLE		0	0	0
BRIGHT GREEN CORP	COMMON STOCK	10920G100	187,184	472,806	SH		SOLE		0	0	0
BRIGHT HORIZONS FAM SOL IN D	COM	109194100	379,441	4,658	SH		SOLE		0	0	0
BROADCOM INC	COM	11135F101	3,334,779	4,015	SH		SOLE		0	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	668,215	3,732	SH		SOLE		0	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	688,608	2,939	SH		SOLE		0	0	0
CALAVO GROWERS INC	COM	128246105	1,664,650	65,979	SH		SOLE		0	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	1,085,339	22,941	SH		SOLE		0	0	0
CANADIAN SOLAR INC	COM	136635109	638,999	25,965	SH		SOLE		0	0	0
CARA THERAPEUTICS INC	COM	140755109	1,426,060	848,845	SH		SOLE		0	0	0
CBOE GLOBAL MKTS INC	COM	12503M108	1,260,771	8,071	SH		SOLE		0	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	4,165,400	31,253	SH		SOLE		0	0	0
CHEGG INC	COM	163092109	375,068	42,048	SH		SOLE		0	0	0
CHEVRON CORP NEW	COM	166764100	266,082	1,578	SH		SOLE		0	0	0
CISCO SYS INC	COM	17275R102	3,383,547	62,938	SH		SOLE		0	0	0
CITIZENS FINANCIAL GROUP INC	COM	174610105	927,387	34,604	SH		SOLE		0	0	0
CLEAN HARBORS INC	COM	184496107	1,164,826	6,960	SH		SOLE		0	0	0
CLEARWATER PAPER CORP	COM	18538R103	472,555	13,036	SH		SOLE		0	0	0
CLOROX CO DEL	COM	189054109	1,167,089	8,905	SH		SOLE		0	0	0
CLOUDFLARE INC	CL A COM	18915M107	5,086,130	80,681	SH		SOLE		0	0	0
CNH INDL N V	SHS	N20944109	4,592,700	379,562	SH		SOLE		0	0	0
COGNEX CORP	COM	192422103	1,365,083	32,165	SH		SOLE		0	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	272,465	3,629	SH		SOLE		0	0	0
COMMERCIAL METALS CO	COM	201723103	1,357,144	27,467	SH		SOLE		0	0	0
CORNING INC	COM	219350105	3,677,516	120,693	SH		SOLE		0	0	0
COURSERA INC	COM	22266M104	497,079	26,596	SH		SOLE		0	0	0
CROCS INC	COM	227046109	887,770	10,062	SH		SOLE		0	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	6,304,200	37,664	SH		SOLE		0	0	0
CUMMINS INC COM	USD2.50	231021106	5,312,609	23,254	SH		SOLE		0	0	0
CYBERARK SOFTWARE	LTD	M2682V108	4,251,633	25,961	SH		SOLE		0	0	0
DANIMER SCIENTIFIC INC	COM CL A	236272100	55,203	26,668	SH		SOLE		0	0	0
DARLING INGREDIENTS INC	COM	237266101	1,032,412	19,778	SH		SOLE		0	0	0
DEERE & CO	COM	244199105	4,728,949	12,531	SH		SOLE		0	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	496,080	7,200	SH		SOLE		0	0	0
DLOCAL LTD	CLASS A COM	G29018101	429,312	22,395	SH		SOLE		0	0	0
DOLE PLC	ORD SHS	G27907107	4,189,169	361,759	SH		SOLE		0	0	0
DONALDSON INC	COM	257651109	1,144,372	19,188	SH		SOLE		0	0	0
DUOLINGO INC	CL A COM	26603R106	562,963	3,394	SH		SOLE		0	0	0
EASTMAN CHEM CO	COM	277432100	1,831,076	23,867	SH		SOLE		0	0	0
EATON CORP PLC	SHS	G29183103	1,278,187	5,993	SH		SOLE		0	0	0
ECOLAB INC	COM	278865100	1,095,002	6,464	SH		SOLE		0	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	275,650	24,524	SH		SOLE		0	0	0
ENDAVA PLC	ADS	29260V105	1,252,295	21,836	SH		SOLE		0	0	0
ENERGY RECOVERY INC	COM	29270J100	1,137,153	53,614	SH		SOLE		0	0	0
ENVIRI CORP	COM	415864107	356,841	49,424	SH		SOLE		0	0	0
ESSENTIAL UTILS INC	COM	29670G102	935,733	27,257	SH		SOLE		0	0	0
EVGO INC	CL A COM	30052F100	93,295	27,602	SH		SOLE		0	0	0
EXXON MOBIL CORP	COM	30231G102	360,618	3,067	SH		SOLE		0	0	0
F5 NETWORK INC	COM	315616102	2,553,908	15,849	SH		SOLE		0	0	0
FASTENAL CO	COM	311900104	3,524,389	64,502	SH		SOLE		0	0	0
FLYWIRE CORPORATION	COM VTG	302492103	238,505	7,479	SH		SOLE		0	0	0
FMC CORP	COM NEW	302491303	4,888,743	72,999	SH		SOLE		0	0	0
FORTINET INC	COM	34959E109	5,031,106	85,738	SH		SOLE		0	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	1,226,603	19,733	SH		SOLE		0	0	0
FOX FACTORY HLDG CORP	COM	35138V102	660,071	6,662	SH		SOLE		0	0	0
FRESH DEL MONTE PRODUCE INC	ORD	G36738105	2,112,704	81,761	SH		SOLE		0	0	0
FRESHPET INC	COM	358039105	241,516	3,666	SH		SOLE		0	0	0
FUELCELL ENERGY INC	COM	35952H601	62,496	48,825	SH		SOLE		0	0	0
GARMIN LTD	SHS	H2906T109	347,476	3,303	SH		SOLE		0	0	0
GEN DIGITAL INC	COM	668771108	5,601,077	316,803	SH		SOLE		0	0	0
GENERAL MTRS CO	COM	37045V100	268,706	8,150	SH		SOLE		0	0	0
GENTEX CORP	COM	371901109	1,259,949	38,720	SH		SOLE		0	0	0
GLOBAL PMTS INC	COM	37940X102	269,205	2,333	SH		SOLE		0	0	0
GRAHAM HLDGS CO	COM CL B	384637104	360,294	618	SH		SOLE		0	0	0
GRAND CANYON ED INC	COM	38526M106	442,741	3,788	SH		SOLE		0	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	4,248,217	190,674	SH		SOLE		0	0	0
GREAT LAKES DREDGE & DOCK CO	COM	390607109	345,571	43,359	SH		SOLE		0	0	0
GROWGENERATION CORP	COM	39986L109	1,358,796	465,341	SH		SOLE		0	0	0
HAMILTON LANE INC	CL A	407497106	846,518	9,360	SH		SOLE		0	0	0
HANNON ARMSTRONG SUST INFR C	COM	41068X100	1,024,299	48,316	SH		SOLE		0	0	0
HENRY SCHEIN CORP	COM	806407102	1,069,646	14,406	SH		SOLE		0	0	0
HOLOGIC INC	COM	436440101	2,217,330	31,950	SH		SOLE		0	0	0
HOME DEPOT INC	COM	437076102	5,211,051	17,246	SH		SOLE		0	0	0
HYDROFARM HLDGS GROUP INC	COM	44888K209	252,747	207,170	SH		SOLE		0	0	0
IDEXX LABS INC	COM	45168D104	1,446,052	3,307	SH		SOLE		0	0	0
ILLINOIS TOOL WKS INC	COM	452308109	963,156	4,182	SH		SOLE		0	0	0
INGLES MKTS INC	CL A	457030104	354,051	4,700	SH		SOLE		0	0	0
INTEL CORP	COM	458140100	2,361,124	66,417	SH		SOLE		0	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	5,643,794	82,790	SH		SOLE		0	0	0
INTERNATIONAL PAPER CO	COM	460146103	3,298,462	92,993	SH		SOLE		0	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	481,402	1,647	SH		SOLE		0	0	0
IQVIA HLDGS INC	COM	46266C105	947,155	4,814	SH		SOLE		0	0	0
ITRON INC	COM	465741106	1,068,934	17,645	SH		SOLE		0	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	2,474,116	19,114	SH		SOLE		0	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	5,958,599	56,673	SH		SOLE		0	0	0
JOHNSON & JOHNSON	COM	478160104	6,250,403	40,131	SH		SOLE		0	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	975,126	18,326	SH		SOLE		0	0	0
JPMORGAN CHASE & CO	COM	46625H100	6,939,497	47,852	SH		SOLE		0	0	0
KALTURA INC	COM	483467106	31,398	18,149	SH		SOLE		0	0	0
KENVUE INC	COM	49177J102	1,898,986	94,571	SH		SOLE		0	0	0
LAMB WESTON HLDGS INC	COM	513272104	5,973,101	64,602	SH		SOLE		0	0	0
LAUREATE EDUCATION INC	COMMON STOCK	518613203	416,345	29,528	SH		SOLE		0	0	0
LI-CYCLE HOLDINGS CORP	COMMON SHARES	50202P105	347,581	97,910	SH		SOLE		0	0	0
LINDE PLC	SHS	G54950103	1,814,834	4,874	SH		SOLE		0	0	0
LINDSAY CORP	COM	535555106	4,114,917	34,967	SH		SOLE		0	0	0
M/I HOMES INC	COM	55305B101	319,352	3,800	SH		SOLE		0	0	0
MARKEL CORP	COM	570535104	2,445,806	1,661	SH		SOLE		0	0	0
MARQETA INC	CLASS A COM	57142B104	231,540	38,719	SH		SOLE		0	0	0
MASCO CORP	COM	574599106	1,662,616	31,106	SH		SOLE		0	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	585,155	1,478	SH		SOLE		0	0	0
MAXEON SOLAR TECHNOLOGIES LT	SHS	Y58473102	416,684	35,952	SH		SOLE		0	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	2,988,536	39,510	SH		SOLE		0	0	0
MERCK & CO INC	COM	58933Y105	8,839,081	85,858	SH		SOLE		0	0	0
METLIFE INC	COM	59156R108	3,611,789	57,412	SH		SOLE		0	0	0
MICROSOFT CORP	COM	594918104	19,059,617	60,363	SH		SOLE		0	0	0
MISSION PRODUCE INC	COM	60510V108	926,395	95,702	SH		SOLE		0	0	0
MITEK SYS INC	COM NEW	606710200	837,993	78,171	SH		SOLE		0	0	0
MONDELEZ INTL INC	CL A	609207105	4,812,335	69,342	SH		SOLE		0	0	0
MORNINGSTAR INC	COM	617700109	826,867	3,530	SH		SOLE		0	0	0
MSCI INC	COM	55354G100	404,820	789	SH		SOLE		0	0	0
NASDAQ INC	COM	631103108	296,593	6,104	SH		SOLE		0	0	0
NCR CORP	COM	62886E108	204,136	7,569	SH		SOLE		0	0	0
NERDY INC	CL A COM	64081V109	113,372	30,641	SH		SOLE		0	0	0
NETSCOUT SYS INC	COM	64115T104	2,888,218	103,077	SH		SOLE		0	0	0
NIKE INC	CL B	654106103	1,727,280	18,064	SH		SOLE		0	0	0
NOVARTIS AG	SPONSORED ADR	66987V109	926,315	9,094	SH		SOLE		0	0	0
NVIDIA CORPORATION	COM	67066G104	809,951	1,862	SH		SOLE		0	0	0
OATLY GROUP AB	SPONSORED ADS	67421J108	1,875,264	2,092,695	SH		SOLE		0	0	0
O-I GLASS INC	COM	67098H104	5,184,410	309,887	SH		SOLE		0	0	0
OKTA INC	CL A	679295105	6,292,164	77,195	SH		SOLE		0	0	0
ONESPAN INC	COM	68287N100	1,111,830	103,426	SH		SOLE		0	0	0
ORACLE CORP	COM	68389X105	3,505,422	33,095	SH		SOLE		0	0	0
ORIGIN MATERIALS INC	COM	68622D106	109,339	85,421	SH		SOLE		0	0	0
ORMAT TECHNOLOGIES INC	COM	686688102	229,967	3,289	SH		SOLE		0	0	0
OWENS CORNING NEW	COM	690742101	2,374,625	17,408	SH		SOLE		0	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	119,111	13,834	SH		SOLE		0	0	0
PALO ALTO NETWORKS INC	COM	697435105	4,183,347	17,844	SH		SOLE		0	0	0
PAYCHEX INC	COM	704326107	3,738,999	32,420	SH		SOLE		0	0	0
PAYONEER GLOBAL INC	COM	70451X104	320,003	52,288	SH		SOLE		0	0	0
PAYPAL HLDGS INC	COM	70450Y103	214,081	3,662	SH		SOLE		0	0	0
PEPSICO INC	COM	713448108	7,012,105	41,384	SH		SOLE		0	0	0
PERDOCEO ED CORP	COM	71363P106	172,796	10,105	SH		SOLE		0	0	0
PERRIGO CO PLC	SHS	G97822103	2,428,583	76,012	SH		SOLE		0	0	0
PETCO HEALTH & WELLNESS CO I	COM	71601V105	116,033	28,370	SH		SOLE		0	0	0
PFIZER INC	COM	717081103	3,512,935	105,907	SH		SOLE		0	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	1,080,551	16,118	SH		SOLE		0	0	0
PLUG POWER INC	COM NEW	72919P202	77,930	10,254	SH		SOLE		0	0	0
POWERSCHOOL HOLDINGS INC	COM CL A	73939C106	442,142	19,512	SH		SOLE		0	0	0
PPG INDS INC	COM	693506107	1,575,642	12,139	SH		SOLE		0	0	0
PROCTER & GAMBLE CO	COM	742718109	5,997,909	41,121	SH		SOLE		0	0	0
PUBLIC SVC ENTERPRISE GRP INC	COM	744573106	4,200,527	73,810	SH		SOLE		0	0	0
PURECYCLE TECHNOLOGIES INC	COM	74623V103	746,528	133,071	SH		SOLE		0	0	0
Q2 HLDGS INC	COM	74736L109	213,240	6,608	SH		SOLE		0	0	0
QUALYS INC	COM	74758T303	6,687,945	43,841	SH		SOLE		0	0	0
QUANTA SVCS INC	COM	74762E102	594,508	3,178	SH		SOLE		0	0	0
QUANTUMSCAPE CORP	COM CL A	74767V109	87,900	13,139	SH		SOLE		0	0	0
RADWARE LTD	ORD	M81873107	723,398	42,754	SH		SOLE		0	0	0
RAPID7 INC	COM	753422104	5,374,114	117,390	SH		SOLE		0	0	0
REMITLY GLOBAL INC	COM	75960P104	307,861	12,207	SH		SOLE		0	0	0
RENEW ENERGY GLOBAL PLC	CL A SHS	G7500M104	337,187	62,097	SH		SOLE		0	0	0
REPAY HLDGS CORP	COM CL A	76029L100	266,955	35,172	SH		SOLE		0	0	0
REPUBLIC SVCS INC	COM	760759100	1,181,265	8,289	SH		SOLE		0	0	0
REVVITY INC	COM	714046109	2,601,671	23,502	SH		SOLE		0	0	0
ROPER TECHNOLOGIES INC	COM	776696106	1,394,242	2,879	SH		SOLE		0	0	0
RTX CORPORATION	COM	75513E101	1,499,711	20,838	SH		SOLE		0	0	0
S&P GLOBAL INC	COM	78409V104	1,431,676	3,918	SH		SOLE		0	0	0
SCHNITZER STEEL INDS INC	CL A	806882106	669,653	24,045	SH		SOLE		0	0	0
SCHOLASTIC CORP	COM	807066105	246,651	6,467	SH		SOLE		0	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	2,580,537	49,933	SH		SOLE		0	0	0
SENSATA TECHNOLOGIES HLDNG P	SHS	G8060N102	661,737	17,497	SH		SOLE		0	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	3,974,301	67,960	SH		SOLE		0	0	0
SENTINELONE INC	CL A	81730H109	7,149,550	424,054	SH		SOLE		0	0	0
SOUTHERN CO	COM	842587107	391,815	6,054	SH		SOLE		0	0	0
SPLUNK INC	COM	848637104	5,510,408	37,678	SH		SOLE		0	0	0
STATE STR CORP	COM	857477103	1,613,535	24,097	SH		SOLE		0	0	0
STEEL DYNAMICS INC	COM	858119100	1,226,168	11,436	SH		SOLE		0	0	0
STEM INC	COM	85859N102	74,743	17,628	SH		SOLE		0	0	0
STERIS PLC	SHS USD	G8473T100	1,037,198	4,727	SH		SOLE		0	0	0
STONECO LTD	COM CL A	G85158106	153,925	14,426	SH		SOLE		0	0	0
STRATEGIC ED INC	COM	86272C103	390,698	5,192	SH		SOLE		0	0	0
STRIDE INC	COM	86333M108	465,205	10,331	SH		SOLE		0	0	0
SUNPOWER CORP	COM	867652406	63,977	10,369	SH		SOLE		0	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	8,249,504	94,931	SH		SOLE		0	0	0
TANDEM DIABETES CARE INC	COM NEW	875372203	419,139	20,180	SH		SOLE		0	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	3,568,041	28,884	SH		SOLE		0	0	0
TENABLE HLDGS INC	COM	88025T102	4,262,586	95,147	SH		SOLE		0	0	0
TERADYNE INC	COM	880770102	1,760,260	17,522	SH		SOLE		0	0	0
TESLA INC	COM	88160R101	342,801	1,370	SH		SOLE		0	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	949,457	93,084	SH		SOLE		0	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	2,446,320	4,833	SH		SOLE		0	0	0
TJX COS INC NEW	COM	872540109	2,138,097	24,056	SH		SOLE		0	0	0
TRACTOR SUPPLY CO	COM	892356106	2,967,576	14,615	SH		SOLE		0	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	456,750	2,251	SH		SOLE		0	0	0
TRUPANION INC	COM	898202106	276,980	9,822	SH		SOLE		0	0	0
UDEMY INC	COM	902685106	197,866	20,828	SH		SOLE		0	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	273,271	542	SH		SOLE		0	0	0
US BANCORP DEL	COM NEW	902973304	2,191,118	66,277	SH		SOLE		0	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	5,874,117	37,686	SH		SOLE		0	0	0
VALMONT INDS INC	COM	920253101	2,983,648	12,421	SH		SOLE		0	0	0
VARONIS SYS INC	COM	922280102	4,470,628	146,386	SH		SOLE		0	0	0
VERISIGN INC	COM	92343E102	5,085,528	25,110	SH		SOLE		0	0	0
VERISK ANALYTICS INC	COM	92345Y106	1,285,382	5,441	SH		SOLE		0	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	2,235,091	68,963	SH		SOLE		0	0	0
VISA INC	COM CL A	92826C839	3,031,762	13,181	SH		SOLE		0	0	0
WASTE MGMT INC DEL	COM	94106L109	6,853,855	44,961	SH		SOLE		0	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	1,215,443	7,033	SH		SOLE		0	0	0
WD 40 CO	COM	929236107	1,002,583	4,933	SH		SOLE		0	0	0
WESTROCK CO	COM	96145D105	3,566,611	99,626	SH		SOLE		0	0	0
WEX INC	COM	96208T104	765,150	4,068	SH		SOLE		0	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	1,192,214	38,885	SH		SOLE		0	0	0
WILEY JOHN & SONS INC	CL A	968223206	430,912	11,593	SH		SOLE		0	0	0
XYLEM INC	COM	98419M100	2,746,011	30,166	SH		SOLE		0	0	0
YETI HLDGS INC	COM	98585X104	1,095,317	22,715	SH		SOLE		0	0	0
ZHIHU INC	ADS	98955N108	108,814	104,629	SH		SOLE		0	0	0
ZOETIS INC	CL A	98978V103	299,072	1,719	SH		SOLE		0	0	0
ZSCALER INC	COM	98980G102	6,227,645	40,026	SH		SOLE		0	0	0