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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 192 2,930 SH   SOLE 2,930 0 0
AFLAC INC COM 001055102 150 2,450 SH   SOLE 2,450 0 0
APACHE CORP COM 037411105 2,213 35,309 SH   SOLE 35,309 0 0
APPLIED MATLS INC COM 038222105 5,284 212,030 SH   SOLE 212,030 0 0
BLOCK H & R INC COM 093671105 5,417 160,840 SH   SOLE 160,840 0 0
BOEING CO COM 097023105 5,067 38,980 SH   SOLE 38,980 0 0
BP PLC SPONSORED ADR 055622104 4,324 113,420 SH   SOLE 113,420 0 0
CANADIAN NAT RES LTD COM 136385101 2,044 66,100 SH   SOLE 66,100 0 0
CANADIAN SOLAR INC COM 136635109 445 18,400 SH   SOLE 18,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,993 60,480 SH   SOLE 60,480 0 0
CARRIZO OIL & GAS INC COM 144577103 1,251 30,070 SH   SOLE 30,070 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,435 124,400 SH   SOLE 124,400 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 175 2,970 SH   SOLE 2,970 0 0
CHINACACHE INTL HLDG LTD SPON ADR 16950M107 795 86,500 SH   SOLE 86,500 0 0
CISCO SYS INC COM 17275R102 5,373 193,195 SH   SOLE 193,195 0 0
CNOOC LTD SPONSORED ADR 126132109 209 1,540 SH   SOLE 1,540 0 0
COCA COLA CO COM 191216100 157 3,730 SH   SOLE 3,730 0 0
COMCAST CORP NEW CL A 20030N101 5,121 88,280 SH   SOLE 88,280 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 472 94,904 SH   SOLE 94,904 0 0
DANAHER CORP DEL COM 235851102 5,118 59,710 SH   SOLE 59,710 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,301 37,600 SH   SOLE 37,600 0 0
EBAY INC COM 278642103 5,106 90,990 SH   SOLE 90,990 0 0
ENPHASE ENERGY INC COM 29355A107 513 35,900 SH   SOLE 35,900 0 0
EXXON MOBIL CORP COM 30231G102 2,256 24,400 SH   SOLE 24,400 0 0
GALLAGHER ARTHUR J & CO COM 363576109 159 3,370 SH   SOLE 3,370 0 0
GANNETT INC COM 364730101 5,007 156,810 SH   SOLE 156,810 0 0
GENERAL DYNAMICS CORP COM 369550108 183 1,330 SH   SOLE 1,330 0 0
GILEAD SCIENCES INC COM 375558103 4,587 48,660 SH   SOLE 48,660 0 0
HALLIBURTON CO COM 406216101 1,998 50,800 SH   SOLE 50,800 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,972 90,880 SH   SOLE 90,880 0 0
HESS CORP COM 42809H107 2,225 30,143 SH   SOLE 30,143 0 0
ILLINOIS TOOL WKS INC COM 452308109 173 1,830 SH   SOLE 1,830 0 0
INTEL CORP COM 458140100 4,946 136,280 SH   SOLE 136,280 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,906 22,370 SH   SOLE 22,370 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 1,526 186,520 SH   SOLE 186,520 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 469 23,800 SH   SOLE 23,800 0 0
JOHNSON & JOHNSON COM 478160104 160 1,530 SH   SOLE 1,530 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 5,275 41,790 SH   SOLE 41,790 0 0
MATTEL INC COM 577081102 133 4,310 SH   SOLE 4,310 0 0
MERCK & CO INC NEW COM 58933Y105 153 2,700 SH   SOLE 2,700 0 0
MICROSOFT CORP COM 594918104 163 3,510 SH   SOLE 3,510 0 0
NETEASE INC SPONSORED ADR 64110W102 5,827 58,775 SH   SOLE 58,775 0 0
NEWFIELD EXPL CO COM 651290108 2,297 84,686 SH   SOLE 84,686 0 0
NOBLE ENERGY INC COM 655044105 2,218 46,770 SH   SOLE 46,770 0 0
NVIDIA CORP COM 67066G104 4,853 242,055 SH   SOLE 242,055 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,273 28,200 SH   SOLE 28,200 0 0
ORACLE CORP COM 68389X105 5,476 121,760 SH   SOLE 121,760 0 0
ORMAT TECHNOLOGIES INC COM 686688102 461 16,959 SH   SOLE 16,959 0 0
PROCTER & GAMBLE CO COM 742718109 176 1,930 SH   SOLE 1,930 0 0
PTC INC COM 69370C100 4,897 133,620 SH   SOLE 133,620 0 0
QEP RES INC COM 74733V100 752 37,200 SH   SOLE 37,200 0 0
QUALCOMM INC COM 747525103 5,251 70,640 SH   SOLE 70,640 0 0
RENESOLA LTD SPONS ADS 75971T103 316 224,000 SH   SOLE 224,000 0 0
ROPER INDS INC NEW COM 776696106 5,077 32,470 SH   SOLE 32,470 0 0
SCHLUMBERGER LTD COM 806857108 4,189 49,050 SH   SOLE 49,050 0 0
SOHU COM INC COM 83408W103 2,396 45,050 SH   SOLE 45,050 0 0
STATE STR CORP COM 857477103 4,990 63,564 SH   SOLE 63,564 0 0
STONE ENERGY CORP COM 861642106 874 51,800 SH   SOLE 51,800 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,223 69,976 SH   SOLE 69,976 0 0
SUNPOWER CORP COM 867652406 502 19,450 SH   SOLE 19,450 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,037 225,079 SH   SOLE 225,079 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,023 140,380 SH   SOLE 140,380 0 0
TRIANGLE PETE CORP COM NEW 89600B201 120 25,000 SH   SOLE 25,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 1,600 172,820 SH   SOLE 172,820 0 0
ULTRA PETROLEUM CORP COM 903914109 638 48,500 SH   SOLE 48,500 0 0
UNIT CORP COM 909218109 1,940 56,897 SH   SOLE 56,897 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,218 44,799 SH   SOLE 44,799 0 0
XEROX CORP COM 984121103 4,967 358,400 SH   SOLE 358,400 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 475 202,200 SH   SOLE 202,200 0 0