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 72 1,370 SH   SOLE 1,370 0 0
AFLAC INC COM 001055102 71 1,070 SH   SOLE 1,070 0 0
APACHE CORP COM 037411105 2,287 26,609 SH   SOLE 26,609 0 0
APPLIED MATLS INC COM 038222105 1,552 87,720 SH   SOLE 87,720 0 0
BARRETT BILL CORP COM 06846N104 844 31,500 SH   SOLE 31,500 0 0
BLOCK H & R INC COM 093671105 1,708 58,810 SH   SOLE 58,810 0 0
BP PLC SPONSORED ADR 055622104 1,804 37,120 SH   SOLE 37,120 0 0
CANADIAN NAT RES LTD COM 136385101 2,531 74,800 SH   SOLE 74,800 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,741 22,730 SH   SOLE 22,730 0 0
CARRIZO OIL & GAS INC COM 144577103 1,230 27,470 SH   SOLE 27,470 0 0
CENTURYLINK INC COM 156700106 1,541 48,377 SH   SOLE 48,377 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,440 89,900 SH   SOLE 89,900 0 0
CHEVRON CORP NEW COM 166764100 2,348 18,800 SH   SOLE 18,800 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 63 1,200 SH   SOLE 1,200 0 0
CNOOC LTD SPONSORED ADR 126132109 165 880 SH   SOLE 880 0 0
COCA COLA CO COM 191216100 75 1,810 SH   SOLE 1,810 0 0
COMCAST CORP NEW CL A 20030N101 1,848 35,570 SH   SOLE 35,570 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 720 92,459 SH   SOLE 92,459 0 0
CONOCOPHILLIPS COM 20825C104 2,355 33,328 SH   SOLE 33,328 0 0
DANAHER CORP DEL COM 235851102 1,725 22,340 SH   SOLE 22,340 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,425 39,200 SH   SOLE 39,200 0 0
EBAY INC COM 278642103 1,581 28,800 SH   SOLE 28,800 0 0
EXXON MOBIL CORP COM 30231G102 2,409 23,800 SH   SOLE 23,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 72 1,530 SH   SOLE 1,530 0 0
GANNETT INC COM 364730101 1,760 59,500 SH   SOLE 59,500 0 0
GENERAL DYNAMICS CORP COM 369550108 69 720 SH   SOLE 720 0 0
GILEAD SCIENCES INC COM 375558103 1,841 24,500 SH   SOLE 24,500 0 0
HALLIBURTON CO COM 406216101 2,197 43,300 SH   SOLE 43,300 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,102 90,680 SH   SOLE 90,680 0 0
HESS CORP COM 42809H107 2,485 29,943 SH   SOLE 29,943 0 0
ILLINOIS TOOL WKS INC COM 452308109 76 900 SH   SOLE 900 0 0
INTEL CORP COM 458140100 1,710 65,890 SH   SOLE 65,890 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 1,808 8,040 SH   SOLE 8,040 0 0
ITRON INC COM 465741106 775 18,700 SH   SOLE 18,700 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 1,808 197,120 SH   SOLE 197,120 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1,143 39,000 SH   SOLE 39,000 0 0
JOHNSON & JOHNSON COM 478160104 71 780 SH   SOLE 780 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 1,828 17,110 SH   SOLE 17,110 0 0
MATTEL INC COM 577081102 76 1,600 SH   SOLE 1,600 0 0
MERCK & CO INC NEW COM 58933Y105 70 1,400 SH   SOLE 1,400 0 0
MICROSOFT CORP COM 594918104 75 2,000 SH   SOLE 2,000 0 0
NETEASE INC SPONSORED ADR 64110W102 5,302 67,455 SH   SOLE 67,455 0 0
NEWFIELD EXPL CO COM 651290108 1,958 79,486 SH   SOLE 79,486 0 0
NOBLE ENERGY INC COM 655044105 2,191 32,170 SH   SOLE 32,170 0 0
NORTHROP GRUMMAN CORP COM 666807102 88 770 SH   SOLE 770 0 0
NVIDIA CORP COM 67066G104 1,577 98,435 SH   SOLE 98,435 0 0
ORACLE CORP COM 68389X105 1,779 46,500 SH   SOLE 46,500 0 0
ORMAT TECHNOLOGIES INC COM 686688102 861 31,659 SH   SOLE 31,659 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,448 96,670 SH   SOLE 96,670 0 0
PENN VA CORP COM 707882106 1,074 113,900 SH   SOLE 113,900 0 0
PROCTER & GAMBLE CO COM 742718109 72 890 SH   SOLE 890 0 0
PTC INC COM 69370C100 1,947 55,020 SH   SOLE 55,020 0 0
QEP RES INC COM 74733V100 874 28,500 SH   SOLE 28,500 0 0
QUALCOMM INC COM 747525103 1,849 24,900 SH   SOLE 24,900 0 0
RENESOLA LTD SPONS ADS 75971T103 659 191,100 SH   SOLE 191,100 0 0
REYNOLDS AMERICAN INC COM 761713106 69 1,380 SH   SOLE 1,380 0 0
ROPER INDS INC NEW COM 776696106 1,632 11,770 SH   SOLE 11,770 0 0
SOHU COM INC COM 83408W103 3,869 53,050 SH   SOLE 53,050 0 0
STATE STR CORP COM 857477103 1,674 22,814 SH   SOLE 22,814 0 0
STONE ENERGY CORP COM 861642106 1,283 37,100 SH   SOLE 37,100 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,306 65,776 SH   SOLE 65,776 0 0
SUNPOWER CORP COM 867652406 768 25,750 SH   SOLE 25,750 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,560 89,429 SH   SOLE 89,429 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 1,792 58,480 SH   SOLE 58,480 0 0
TRIANGLE PETE CORP COM NEW 89600B201 208 25,000 SH   SOLE 25,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 1,800 131,620 SH   SOLE 131,620 0 0
ULTRA PETROLEUM CORP COM 903914109 853 39,400 SH   SOLE 39,400 0 0
UNIT CORP COM 909218109 2,498 48,397 SH   SOLE 48,397 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,470 48,999 SH   SOLE 48,999 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 1,682 42,785 SH   SOLE 42,785 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 689 136,500 SH   SOLE 136,500 0 0