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	283,405	41,373	SH		SOLE		41,373	0	0
3M CO	COM	88579Y101	264,141	2,513	SH		SOLE		2,513	0	0
A10 NETWORKS INC	COM	002121101	2,515,282	162,381	SH		SOLE		162,381	0	0
ABBVIE INC	COM	00287Y109	1,951,964	12,248	SH		SOLE		12,248	0	0
ACCO BRANDS CORP	COM	00081T108	285,684	53,700	SH		SOLE		53,700	0	0
ACI WORLDWIDE INC	COM	004498101	235,481	8,728	SH		SOLE		8,728	0	0
ADOBE INC	COM	00724F101	701,373	1,820	SH		SOLE		1,820	0	0
ADTALEM GBL ED INC	COM	00737L103	478,425	12,388	SH		SOLE		12,388	0	0
AECOM	COM	00766T100	308,443	3,658	SH		SOLE		3,658	0	0
AFFIRM HLDGS INC	COM CL A	00827B106	182,506	16,194	SH		SOLE		16,194	0	0
AFYA LTD	CL A COM	G01125106	208,324	18,667	SH		SOLE		18,667	0	0
AGCO CORP	COM	001084102	3,947,299	29,196	SH		SOLE		29,196	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	1,731,839	22,118	SH		SOLE		22,118	0	0
ALLEGION PLC	ORD SHS	G0176J109	1,981,016	18,561	SH		SOLE		18,561	0	0
ALPHABET INC	CAP STK CL C	02079K107	471,640	4,535	SH		SOLE		4,535	0	0
ALPHABET INC	CAP STK CL A	02079K305	5,876,616	56,653	SH		SOLE		56,653	0	0
AMERICAN EXPRESS CO	COM	025816109	2,648,437	16,056	SH		SOLE		16,056	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	312,756	2,135	SH		SOLE		2,135	0	0
AMERICOLD REALTY TRUST INC	COM	03064D108	6,668,851	234,406	SH		SOLE		234,406	0	0
AMYRIS INC	COM NEW	03236M200	2,324,432	1,709,141	SH		SOLE		1,709,141	0	0
ANSYS INC	COM	03662Q105	423,654	1,273	SH		SOLE		1,273	0	0
APPLE INC	COM	037833100	654,818	3,971	SH		SOLE		3,971	0	0
APTIV PLC	SHS	G6095L109	337,580	3,009	SH		SOLE		3,009	0	0
ARDAGH METAL PACKAGING S A	SHS	L02235106	4,904,017	1,201,965	SH		SOLE		1,201,965	0	0
ARIS WATER SOLUTIONS INC	CLASS A COM	04041L106	143,391	18,407	SH		SOLE		18,407	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	2,340,732	10,514	SH		SOLE		10,514	0	0
AUTODESK INC	COM	052769106	414,863	1,993	SH		SOLE		1,993	0	0
AZURE PWR GLOBAL LTD	SHS	V0393H103	138,437	55,597	SH		SOLE		55,597	0	0
BADGER METER INC	COM	056525108	2,101,760	17,253	SH		SOLE		17,253	0	0
BALCHEM CORP	COM	057665200	6,773,004	53,550	SH		SOLE		53,550	0	0
BALL CORP	COM	058498106	6,774,838	122,933	SH		SOLE		122,933	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	3,808,987	12,336	SH		SOLE		12,336	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	353,400	6,000	SH		SOLE		6,000	0	0
BEYOND MEAT INC	COM	08862E109	7,302,267	449,924	SH		SOLE		449,924	0	0
BLACKBERRY LTD	COM	09228F103	2,728,649	598,388	SH		SOLE		598,388	0	0
BLACKROCK INC	COM	09247X101	1,668,785	2,494	SH		SOLE		2,494	0	0
BLOCK H & R INC	COM	093671105	1,258,073	35,690	SH		SOLE		35,690	0	0
BLOCK INC	CL A	852234103	238,421	3,473	SH		SOLE		3,473	0	0
BOISE CASCADE CO DEL	COM	09739D100	757,229	11,972	SH		SOLE		11,972	0	0
BRIGHT GREEN CORP	COMMON STOCK	10920G100	1,128,340	1,198,322	SH		SOLE		1,198,322	0	0
BRIGHT HORIZONS FAM SOL IN D	COM	109194100	576,655	7,490	SH		SOLE		7,490	0	0
BROADCOM INC	COM	11135F101	2,400,001	3,741	SH		SOLE		3,741	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	538,938	3,677	SH		SOLE		3,677	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	609,471	2,901	SH		SOLE		2,901	0	0
CALAVO GROWERS INC	COM	128246105	2,157,836	75,003	SH		SOLE		75,003	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	266,905	4,586	SH		SOLE		4,586	0	0
CANADIAN SOLAR INC	COM	136635109	342,565	8,605	SH		SOLE		8,605	0	0
CARA THERAPEUTICS INC	COM	140755109	415,042	84,530	SH		SOLE		84,530	0	0
CBOE GLOBAL MKTS INC	COM	12503M108	1,370,590	10,210	SH		SOLE		10,210	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	4,087,720	31,444	SH		SOLE		31,444	0	0
CHEGG INC	COM	163092109	596,075	36,569	SH		SOLE		36,569	0	0
CHEVRON CORP NEW	COM	166764100	257,466	1,578	SH		SOLE		1,578	0	0
CHEWY INC	CL A	16679L109	250,371	6,698	SH		SOLE		6,698	0	0
CISCO SYS INC	COM	17275R102	3,149,882	60,256	SH		SOLE		60,256	0	0
CITIZENS FINANCIAL GROUP INC	COM	174610105	807,994	26,605	SH		SOLE		26,605	0	0
CLOROX CO DEL	COM	189054109	1,438,876	9,093	SH		SOLE		9,093	0	0
CLOUDFLARE INC	CL A COM	18915M107	6,610,939	107,216	SH		SOLE		107,216	0	0
CNH INDL N V	SHS	N20944109	5,036,321	329,818	SH		SOLE		329,818	0	0
COGNEX CORP	COM	192422103	2,187,434	44,146	SH		SOLE		44,146	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	335,620	4,967	SH		SOLE		4,967	0	0
COMMERCIAL METALS CO	COM	201723103	298,681	6,108	SH		SOLE		6,108	0	0
CORNING INC	COM	219350105	4,141,590	117,392	SH		SOLE		117,392	0	0
COURSERA INC	COM	22266M104	394,491	34,244	SH		SOLE		34,244	0	0
CROCS INC	COM	227046109	555,451	4,393	SH		SOLE		4,393	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	5,740,625	41,823	SH		SOLE		41,823	0	0
CUMMINS INC	COM	231021106	5,451,242	22,820	SH		SOLE		22,820	0	0
CYBERARK SOFTWARE LTD	SHS	M2682V108	4,218,170	28,505	SH		SOLE		28,505	0	0
DARLING INGREDIENTS INC	COM	237266101	286,686	4,909	SH		SOLE		4,909	0	0
DEERE & CO	COM	244199105	6,732,008	16,305	SH		SOLE		16,305	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	289,512	7,200	SH		SOLE		7,200	0	0
DLOCAL LTD	CLASS A COM	G29018101	300,021	18,497	SH		SOLE		18,497	0	0
DOLE PLC	ORD SHS	G27907107	2,291,237	195,165	SH		SOLE		195,165	0	0
DONALDSON INC	COM	257651109	317,552	4,860	SH		SOLE		4,860	0	0
DUOLINGO INC	CL A COM	26603R106	933,965	6,550	SH		SOLE		6,550	0	0
EASTMAN CHEM CO	COM	277432100	1,855,817	22,004	SH		SOLE		22,004	0	0
ECOLAB INC	COM	278865100	334,040	2,018	SH		SOLE		2,018	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	214,245	22,792	SH		SOLE		22,792	0	0
ENDAVA PLC	ADS	29260V105	1,478,699	22,011	SH		SOLE		22,011	0	0
ENERGY RECOVERY INC	COM	29270J100	991,818	43,029	SH		SOLE		43,029	0	0
ESSENTIAL UTILS INC	COM	29670G102	262,555	6,015	SH		SOLE		6,015	0	0
EURONET WORLDWIDE INC	COM	298736109	226,262	2,022	SH		SOLE		2,022	0	0
EVERSOURCE ENERGY	COM	30040W108	288,232	3,683	SH		SOLE		3,683	0	0
EVOQUA WATER TECHNOLOGIES CO	COM	30057T105	332,527	6,688	SH		SOLE		6,688	0	0
EXXON MOBIL CORP	COM	30231G102	336,327	3,067	SH		SOLE		3,067	0	0
F5 NETWORK INC	COM	315616102	1,588,895	10,906	SH		SOLE		10,906	0	0
FASTENAL CO	COM	311900104	3,360,084	62,293	SH		SOLE		62,293	0	0
FISERV INC	COM	337738108	203,002	1,796	SH		SOLE		1,796	0	0
FLUENCE ENERGY INC	COM CL A	34379V103	387,140	19,118	SH		SOLE		19,118	0	0
FLYWIRE CORPORATION	COM VTG	302492103	315,826	10,757	SH		SOLE		10,757	0	0
FMC CORP	COM NEW	302491303	8,006,965	65,561	SH		SOLE		65,561	0	0
FORGEROCK INC	CL A	34631B101	3,991,744	193,774	SH		SOLE		193,774	0	0
FORTINET INC	COM	34959E109	6,535,278	98,334	SH		SOLE		98,334	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	959,766	16,342	SH		SOLE		16,342	0	0
FOX FACTORY HLDG CORP	COM	35138V102	819,612	6,753	SH		SOLE		6,753	0	0
FRESH DEL MONTE PRODUCE INC	ORD	G36738105	2,748,049	91,267	SH		SOLE		91,267	0	0
FRESHPET INC	COM	358039105	311,424	4,705	SH		SOLE		4,705	0	0
GARMIN LTD	SHS	H2906T109	363,615	3,603	SH		SOLE		3,603	0	0
GEN DIGITAL INC	COM	668771108	4,474,985	260,780	SH		SOLE		260,780	0	0
GENERAL MTRS CO	COM	37045V100	298,942	8,150	SH		SOLE		8,150	0	0
GENTEX CORP	COM	371901109	1,408,339	50,244	SH		SOLE		50,244	0	0
GLOBAL PMTS INC	COM	37940X102	241,736	2,297	SH		SOLE		2,297	0	0
GRAHAM HLDGS CO	COM CL B	384637104	530,893	891	SH		SOLE		891	0	0
GRAND CANYON ED INC	COM	38526M106	578,384	5,078	SH		SOLE		5,078	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	5,821,330	228,377	SH		SOLE		228,377	0	0
GREAT LAKES DREDGE & DOCK CO	COM	390607109	155,032	28,551	SH		SOLE		28,551	0	0
GROWGENERATION CORP	COM	39986L109	1,341,666	392,300	SH		SOLE		392,300	0	0
HAMILTON LANE INC	CL A	407497106	1,062,131	14,357	SH		SOLE		14,357	0	0
HANNON ARMSTRONG SUST INFR C	COM	41068X100	298,927	10,452	SH		SOLE		10,452	0	0
HENRY SCHEIN CORP	COM	806407102	1,384,712	16,982	SH		SOLE		16,982	0	0
HOLOGIC INC	COM	436440101	2,663,261	33,002	SH		SOLE		33,002	0	0
HOME DEPOT INC	COM	437076102	5,036,813	17,067	SH		SOLE		17,067	0	0
HYDROFARM HLDGS GROUP INC	COM	44888K209	295,147	170,605	SH		SOLE		170,605	0	0
IDEXX LABS INC	COM	45168D104	1,812,790	3,625	SH		SOLE		3,625	0	0
ILLINOIS TOOL WKS INC	COM	452308109	1,045,374	4,294	SH		SOLE		4,294	0	0
INGLES MKTS INC	CL A	457030104	576,550	6,500	SH		SOLE		6,500	0	0
INSTRUCTURE HLDGS INC	COM	457790103	244,030	9,422	SH		SOLE		9,422	0	0
INTEL CORP	COM	458140100	2,021,391	61,873	SH		SOLE		61,873	0	0
INTERCURE LTD	COM NEW	M549GJ111	34,207	16,768	SH		SOLE		16,768	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	7,321,211	79,613	SH		SOLE		79,613	0	0
INTERNATIONAL PAPER CO	COM	460146103	4,020,546	111,496	SH		SOLE		111,496	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	523,458	2,049	SH		SOLE		2,049	0	0
IQVIA HLDGS INC	COM	46266C105	990,273	4,979	SH		SOLE		4,979	0	0
ITRON INC	COM	465741106	334,142	6,026	SH		SOLE		6,026	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	3,680,638	25,153	SH		SOLE		25,153	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	5,376,412	49,194	SH		SOLE		49,194	0	0
JOHNSON & JOHNSON	COM	478160104	8,117,660	52,372	SH		SOLE		52,372	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	309,832	5,145	SH		SOLE		5,145	0	0
JPMORGAN CHASE & CO	COM	46625H100	5,903,564	45,304	SH		SOLE		45,304	0	0
LAMB WESTON HLDGS INC	COM	513272104	8,627,708	82,546	SH		SOLE		82,546	0	0
LAUREATE EDUCATION INC	COMMON STOCK	518613203	653,868	55,601	SH		SOLE		55,601	0	0
LI-CYCLE HOLDINGS CORP	COMMON SHARES	50202P105	312,611	55,526	SH		SOLE		55,526	0	0
LINDE PLC	SHS	G54950103	1,796,394	5,054	SH		SOLE		5,054	0	0
LINDSAY CORP	COM	535555106	6,721,809	44,477	SH		SOLE		44,477	0	0
LKQ CORP	COM	501889208	288,227	5,078	SH		SOLE		5,078	0	0
MARKEL CORP	COM	570535104	2,396,421	1,876	SH		SOLE		1,876	0	0
MARQETA INC	CLASS A COM	57142B104	122,508	26,807	SH		SOLE		26,807	0	0
MASCO CORP	COM	574599106	1,944,499	39,109	SH		SOLE		39,109	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	548,022	1,508	SH		SOLE		1,508	0	0
MAXEON SOLAR TECHNOLOGIES LT	SHS	Y58473102	372,356	14,030	SH		SOLE		14,030	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	4,806,792	57,767	SH		SOLE		57,767	0	0
MEDTRONIC PLC	SHS	G5960L103	200,744	2,490	SH		SOLE		2,490	0	0
MERCK & CO INC	COM	58933Y105	9,043,256	85,001	SH		SOLE		85,001	0	0
METLIFE INC	COM	59156R108	3,187,337	55,011	SH		SOLE		55,011	0	0
MICROSOFT CORP	COM	594918104	18,067,184	62,668	SH		SOLE		62,668	0	0
MISSION PRODUCE INC	COM	60510V108	1,322,212	119,011	SH		SOLE		119,011	0	0
MITEK SYS INC	COM NEW	606710200	827,406	86,278	SH		SOLE		86,278	0	0
MONDELEZ INTL INC	CL A	609207105	3,876,711	55,604	SH		SOLE		55,604	0	0
MONEYGRAM INTL INC	COM NEW	60935Y208	225,510	21,642	SH		SOLE		21,642	0	0
MONTAUK RENEWABLES INC	COM	61218C103	236,344	30,031	SH		SOLE		30,031	0	0
MORNINGSTAR INC	COM	617700109	1,222,647	6,022	SH		SOLE		6,022	0	0
MSCI INC	COM	55354G100	474,057	847	SH		SOLE		847	0	0
NASDAQ INC	COM	631103108	337,642	6,176	SH		SOLE		6,176	0	0
NEOGEN CORP	COM	640491106	203,479	10,987	SH		SOLE		10,987	0	0
NERDY INC	CL A COM	64081V109	120,384	28,800	SH		SOLE		28,800	0	0
NETSCOUT SYS INC	COM	64115T104	3,185,393	111,183	SH		SOLE		111,183	0	0
NIKE INC	CL B	654106103	2,315,198	18,878	SH		SOLE		18,878	0	0
NOVARTIS AG	SPONSORED ADR	66987V109	1,330,964	14,467	SH		SOLE		14,467	0	0
NVIDIA CORPORATION	COM	67066G104	922,196	3,320	SH		SOLE		3,320	0	0
OATLY GROUP AB	SPONSORED ADS	67421J108	6,434,853	2,659,030	SH		SOLE		2,659,030	0	0
O-I GLASS INC	COM	67098H104	8,155,910	359,133	SH		SOLE		359,133	0	0
OKTA INC	CL A	679295105	6,872,207	79,687	SH		SOLE		79,687	0	0
ONESPAN INC	COM	68287N100	1,454,723	83,127	SH		SOLE		83,127	0	0
ORACLE CORP	COM	68389X105	3,172,196	34,139	SH		SOLE		34,139	0	0
ORIGIN MATERIALS INC	COM	68622D106	223,227	52,278	SH		SOLE		52,278	0	0
OWENS CORNING NEW	COM	690742101	1,141,265	11,913	SH		SOLE		11,913	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	124,479	14,525	SH		SOLE		14,525	0	0
PALO ALTO NETWORKS INC	COM	697435105	4,854,481	24,304	SH		SOLE		24,304	0	0
PAYCHEX INC	COM	704326107	3,562,145	31,086	SH		SOLE		31,086	0	0
PAYONEER GLOBAL INC	COM	70451X104	276,364	44,007	SH		SOLE		44,007	0	0
PAYPAL HLDGS INC	COM	70450Y103	240,806	3,171	SH		SOLE		3,171	0	0
PEPSICO INC	COM	713448108	7,396,640	40,574	SH		SOLE		40,574	0	0
PERDOCEO ED CORP	COM	71363P106	288,826	21,506	SH		SOLE		21,506	0	0
PERKINELMER INC	COM	714046109	3,729,015	27,983	SH		SOLE		27,983	0	0
PERRIGO CO PLC	SHS	G97822103	3,402,126	94,846	SH		SOLE		94,846	0	0
PETCO HEALTH & WELLNESS CO I	COM	71601V105	185,931	20,659	SH		SOLE		20,659	0	0
PFIZER INC	COM	717081103	4,159,519	101,949	SH		SOLE		101,949	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	1,201,495	21,782	SH		SOLE		21,782	0	0
POWERSCHOOL HOLDINGS INC	COM CL A	73939C106	404,467	20,407	SH		SOLE		20,407	0	0
PPG INDS INC	COM	693506107	1,638,626	12,267	SH		SOLE		12,267	0	0
PROCTER & GAMBLE CO	COM	742718109	6,124,392	41,189	SH		SOLE		41,189	0	0
PUBLIC SVC ENTERPRISE GRP INC	COM	744573106	4,327,910	69,302	SH		SOLE		69,302	0	0
PURECYCLE TECHNOLOGIES INC	COM	74623V103	313,138	44,734	SH		SOLE		44,734	0	0
QUALYS INC	COM	74758T303	5,533,261	42,557	SH		SOLE		42,557	0	0
QUANTA SVCS INC	COM	74762E102	521,750	3,131	SH		SOLE		3,131	0	0
RADWARE LTD	ORD	M81873107	1,859,160	86,312	SH		SOLE		86,312	0	0
RAPID7 INC	COM	753422104	7,577,675	165,055	SH		SOLE		165,055	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	1,917,469	19,580	SH		SOLE		19,580	0	0
REMITLY GLOBAL INC	COM	75960P104	382,562	22,570	SH		SOLE		22,570	0	0
REPAY HLDGS CORP	COM CL A	76029L100	176,161	26,813	SH		SOLE		26,813	0	0
ROPER TECHNOLOGIES INC	COM	776696106	1,296,510	2,942	SH		SOLE		2,942	0	0
S&P GLOBAL INC	COM	78409V104	1,372,529	3,981	SH		SOLE		3,981	0	0
SCHNITZER STEEL INDS INC	CL A	806882106	278,034	8,940	SH		SOLE		8,940	0	0
SCHOLASTIC CORP	COM	807066105	280,433	8,195	SH		SOLE		8,195	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	3,006,282	43,107	SH		SOLE		43,107	0	0
SENSATA TECHNOLOGIES HLDNG P	SHS	G8060N102	792,617	15,846	SH		SOLE		15,846	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	5,644,463	73,726	SH		SOLE		73,726	0	0
SENTINELONE INC	CL A	81730H109	5,740,413	350,881	SH		SOLE		350,881	0	0
SHIFT4 PMTS INC	CL A	82452J109	358,231	4,726	SH		SOLE		4,726	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	281,458	926	SH		SOLE		926	0	0
SOUTHERN CO	COM	842587107	421,237	6,054	SH		SOLE		6,054	0	0
SPLUNK INC	COM	848637104	4,539,918	47,350	SH		SOLE		47,350	0	0
STATE STR CORP	COM	857477103	1,832,379	24,209	SH		SOLE		24,209	0	0
STEEL DYNAMICS INC	COM	858119100	296,896	2,626	SH		SOLE		2,626	0	0
STERIS PLC	SHS USD	G8473T100	1,332,265	6,965	SH		SOLE		6,965	0	0
STONECO LTD	COM CL A	G85158106	151,715	15,903	SH		SOLE		15,903	0	0
STRATEGIC ED INC	COM	86272C103	459,121	5,111	SH		SOLE		5,111	0	0
STRIDE INC	COM	86333M108	535,017	13,631	SH		SOLE		13,631	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	8,573,653	92,170	SH		SOLE		92,170	0	0
TANDEM DIABETES CARE INC	COM NEW	875372203	782,352	19,265	SH		SOLE		19,265	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	2,733,035	20,839	SH		SOLE		20,839	0	0
TENABLE HLDGS INC	COM	88025T102	5,198,307	109,415	SH		SOLE		109,415	0	0
TERADYNE INC	COM	880770102	1,979,474	18,412	SH		SOLE		18,412	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	1,079,895	122,022	SH		SOLE		122,022	0	0
ALKALINE WTR CO INC	COM NEW	01643A207	41,379	258,297	SH		SOLE		258,297	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	2,819,602	4,892	SH		SOLE		4,892	0	0
TJX COS INC NEW	COM	872540109	1,922,328	24,532	SH		SOLE		24,532	0	0
TRACTOR SUPPLY CO	COM	892356106	3,911,536	16,642	SH		SOLE		16,642	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	647,978	3,522	SH		SOLE		3,522	0	0
TRUPANION INC	COM	898202106	238,426	5,559	SH		SOLE		5,559	0	0
UDEMY INC	COM	902685106	271,258	30,720	SH		SOLE		30,720	0	0
US BANCORP DEL	COM NEW	902973304	2,291,951	63,577	SH		SOLE		63,577	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	6,971,419	35,937	SH		SOLE		35,937	0	0
VALMONT INDS INC	COM	920253101	4,031,868	12,628	SH		SOLE		12,628	0	0
VARONIS SYS INC	COM	922280102	4,998,524	192,177	SH		SOLE		192,177	0	0
VERISIGN INC	COM	92343E102	5,422,939	25,661	SH		SOLE		25,661	0	0
VERISK ANALYTICS INC	COM	92345Y106	346,307	1,805	SH		SOLE		1,805	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	2,356,073	60,583	SH		SOLE		60,583	0	0
VISA INC	COM CL A	92826C839	3,095,115	13,728	SH		SOLE		13,728	0	0
WASTE MGMT INC DEL	COM	94106L109	6,964,585	42,683	SH		SOLE		42,683	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	303,649	1,804	SH		SOLE		1,804	0	0
WD 40 CO	COM	929236107	1,115,661	6,266	SH		SOLE		6,266	0	0
WESCO INTL INC	COM	95082P105	377,696	2,444	SH		SOLE		2,444	0	0
WESTROCK CO	COM	96145D105	3,890,714	127,690	SH		SOLE		127,690	0	0
WEX INC	COM	96208T104	670,647	3,647	SH		SOLE		3,647	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	294,039	9,759	SH		SOLE		9,759	0	0
WILEY JOHN & SONS INC	CL A	968223206	415,925	10,728	SH		SOLE		10,728	0	0
XYLEM INC	COM	98419M100	2,324,026	22,197	SH		SOLE		22,197	0	0
YETI HLDGS INC	COM	98585X104	1,120,240	28,006	SH		SOLE		28,006	0	0
ZHIHU INC	ADS	98955N108	389,884	306,995	SH		SOLE		306,995	0	0
ZOETIS INC	CL A	98978V103	365,502	2,196	SH		SOLE		2,196	0	0
ZSCALER INC	COM	98980G102	4,697,150	40,205	SH		SOLE		40,205	0	0