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 134 2,370 SH   SOLE 2,370 0 0
AFLAC INC COM 001055102 141 2,260 SH   SOLE 2,260 0 0
APACHE CORP COM 037411105 3,513 34,909 SH   SOLE 34,909 0 0
APPLIED MATLS INC COM 038222105 2,750 121,940 SH   SOLE 121,940 0 0
BARRETT BILL CORP COM 06846N104 1,012 37,800 SH   SOLE 37,800 0 0
BLOCK H & R INC COM 093671105 2,980 88,890 SH   SOLE 88,890 0 0
BP PLC SPONSORED ADR 055622104 2,764 52,400 SH   SOLE 52,400 0 0
CANADIAN NAT RES LTD COM 136385101 3,616 78,700 SH   SOLE 78,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,707 32,770 SH   SOLE 32,770 0 0
CARRIZO OIL & GAS INC COM 144577103 1,903 27,470 SH   SOLE 27,470 0 0
CHESAPEAKE ENERGY CORP COM 165167107 3,500 112,600 SH   SOLE 112,600 0 0
CHEVRON CORP NEW COM 166764100 3,499 26,800 SH   SOLE 26,800 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 127 2,620 SH   SOLE 2,620 0 0
CISCO SYS INC COM 17275R102 2,919 117,465 SH   SOLE 117,465 0 0
CNOOC LTD SPONSORED ADR 126132109 264 1,470 SH   SOLE 1,470 0 0
COCA COLA CO COM 191216100 145 3,430 SH   SOLE 3,430 0 0
COMCAST CORP NEW CL A 20030N101 2,841 52,930 SH   SOLE 52,930 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 966 120,904 SH   SOLE 120,904 0 0
DANAHER CORP DEL COM 235851102 2,722 34,570 SH   SOLE 34,570 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,502 44,100 SH   SOLE 44,100 0 0
EBAY INC COM 278642103 2,842 56,770 SH   SOLE 56,770 0 0
EXXON MOBIL CORP COM 30231G102 3,181 31,600 SH   SOLE 31,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 143 3,070 SH   SOLE 3,070 0 0
GANNETT INC COM 364730101 2,888 92,240 SH   SOLE 92,240 0 0
GENERAL DYNAMICS CORP COM 369550108 143 1,230 SH   SOLE 1,230 0 0
GILEAD SCIENCES INC COM 375558103 2,807 33,860 SH   SOLE 33,860 0 0
HALLIBURTON CO COM 406216101 3,614 50,900 SH   SOLE 50,900 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 3,591 136,480 SH   SOLE 136,480 0 0
HESS CORP COM 42809H107 3,554 35,943 SH   SOLE 35,943 0 0
ILLINOIS TOOL WKS INC COM 452308109 143 1,630 SH   SOLE 1,630 0 0
INTEL CORP COM 458140100 2,796 90,480 SH   SOLE 90,480 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,665 14,110 SH   SOLE 14,110 0 0
ITRON INC COM 465741106 758 18,700 SH   SOLE 18,700 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 2,601 239,520 SH   SOLE 239,520 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 851 28,200 SH   SOLE 28,200 0 0
JOHNSON & JOHNSON COM 478160104 145 1,390 SH   SOLE 1,390 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 2,866 23,740 SH   SOLE 23,740 0 0
MATTEL INC COM 577081102 141 3,620 SH   SOLE 3,620 0 0
MERCK & CO INC NEW COM 58933Y105 144 2,490 SH   SOLE 2,490 0 0
MICROSOFT CORP COM 594918104 146 3,510 SH   SOLE 3,510 0 0
NETEASE INC SPONSORED ADR 64110W102 4,856 61,975 SH   SOLE 61,975 0 0
NEWFIELD EXPL CO COM 651290108 3,699 83,686 SH   SOLE 83,686 0 0
NOBLE ENERGY INC COM 655044105 3,507 45,270 SH   SOLE 45,270 0 0
NVIDIA CORP COM 67066G104 2,781 149,985 SH   SOLE 149,985 0 0
ORACLE CORP COM 68389X105 2,738 67,550 SH   SOLE 67,550 0 0
ORMAT TECHNOLOGIES INC COM 686688102 913 31,659 SH   SOLE 31,659 0 0
PROCTER & GAMBLE CO COM 742718109 137 1,740 SH   SOLE 1,740 0 0
PTC INC COM 69370C100 2,768 71,330 SH   SOLE 71,330 0 0
QEP RES INC COM 74733V100 1,128 32,700 SH   SOLE 32,700 0 0
QUALCOMM INC COM 747525103 2,874 36,290 SH   SOLE 36,290 0 0
RENESOLA LTD SPONS ADS 75971T103 564 191,100 SH   SOLE 191,100 0 0
ROPER INDS INC NEW COM 776696106 2,640 18,080 SH   SOLE 18,080 0 0
SOHU COM INC COM 83408W103 2,599 45,050 SH   SOLE 45,050 0 0
STATE STR CORP COM 857477103 2,685 39,914 SH   SOLE 39,914 0 0
STONE ENERGY CORP COM 861642106 1,652 35,300 SH   SOLE 35,300 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,461 81,176 SH   SOLE 81,176 0 0
SUNPOWER CORP COM 867652406 1,055 25,750 SH   SOLE 25,750 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,841 132,839 SH   SOLE 132,839 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 2,762 88,090 SH   SOLE 88,090 0 0
TRIANGLE PETE CORP COM NEW 89600B201 294 25,000 SH   SOLE 25,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 2,477 193,020 SH   SOLE 193,020 0 0
ULTRA PETROLEUM CORP COM 903914109 1,170 39,400 SH   SOLE 39,400 0 0
UNIT CORP COM 909218109 3,345 48,597 SH   SOLE 48,597 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,011 60,099 SH   SOLE 60,099 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 967 258,500 SH   SOLE 258,500 0 0