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 280 4,790 SH   SOLE 4,790 0 0
AFLAC INC COM 001055102 308 4,810 SH   SOLE 4,810 0 0
APACHE CORP COM 037411105 2,130 35,309 SH   SOLE 35,309 0 0
APPLIED MATLS INC COM 038222105 6,549 290,310 SH   SOLE 290,310 0 0
BLOCK H & R INC COM 093671105 7,081 220,810 SH   SOLE 220,810 0 0
BOEING CO COM 097023105 6,905 46,010 SH   SOLE 46,010 0 0
BP PLC SPONSORED ADR 055622104 6,859 175,370 SH   SOLE 175,370 0 0
CANADIAN NAT RES LTD COM 136385101 2,026 66,100 SH   SOLE 66,100 0 0
CANADIAN SOLAR INC COM 136635109 614 18,400 SH   SOLE 18,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,826 86,600 SH   SOLE 86,600 0 0
CARRIZO OIL & GAS INC COM 144577103 1,493 30,070 SH   SOLE 30,070 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,762 124,400 SH   SOLE 124,400 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 282 4,340 SH   SOLE 4,340 0 0
CHINACACHE INTL HLDG LTD SPON ADR 16950M107 1,027 86,500 SH   SOLE 86,500 0 0
CISCO SYS INC COM 17275R102 7,101 258,005 SH   SOLE 258,005 0 0
CNOOC LTD SPONSORED ADR 126132109 390 2,750 SH   SOLE 2,750 0 0
COCA COLA CO COM 191216100 287 7,080 SH   SOLE 7,080 0 0
COMCAST CORP NEW CL A 20030N101 6,780 120,070 SH   SOLE 120,070 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 549 134,304 SH   SOLE 134,304 0 0
DANAHER CORP DEL COM 235851102 6,883 81,070 SH   SOLE 81,070 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,268 37,600 SH   SOLE 37,600 0 0
EBAY INC COM 278642103 6,738 116,810 SH   SOLE 116,810 0 0
ENPHASE ENERGY INC COM 29355A107 474 35,900 SH   SOLE 35,900 0 0
EXXON MOBIL CORP COM 30231G102 2,074 24,400 SH   SOLE 24,400 0 0
GALLAGHER ARTHUR J & CO COM 363576109 293 6,270 SH   SOLE 6,270 0 0
GENERAL DYNAMICS CORP COM 369550108 286 2,110 SH   SOLE 2,110 0 0
GILEAD SCIENCES INC COM 375558103 6,723 68,510 SH   SOLE 68,510 0 0
HALLIBURTON CO COM 406216101 2,229 50,800 SH   SOLE 50,800 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,360 90,880 SH   SOLE 90,880 0 0
HESS CORP COM 42809H107 2,046 30,143 SH   SOLE 30,143 0 0
ILLINOIS TOOL WKS INC COM 452308109 291 3,000 SH   SOLE 3,000 0 0
INTEL CORP COM 458140100 7,036 225,010 SH   SOLE 225,010 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,930 29,710 SH   SOLE 29,710 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 1,783 186,520 SH   SOLE 186,520 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 610 23,800 SH   SOLE 23,800 0 0
JOHNSON & JOHNSON COM 478160104 298 2,960 SH   SOLE 2,960 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 7,171 57,010 SH   SOLE 57,010 0 0
MATTEL INC COM 577081102 269 11,790 SH   SOLE 11,790 0 0
MERCK & CO INC NEW COM 58933Y105 294 5,110 SH   SOLE 5,110 0 0
MICROSOFT CORP COM 594918104 266 6,540 SH   SOLE 6,540 0 0
NETEASE INC SPONSORED ADR 64110W102 6,684 63,475 SH   SOLE 63,475 0 0
NEWFIELD EXPL CO COM 651290108 2,972 84,686 SH   SOLE 84,686 0 0
NOBLE ENERGY INC COM 655044105 2,287 46,770 SH   SOLE 46,770 0 0
NVIDIA CORP COM 67066G104 6,386 305,185 SH   SOLE 305,185 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,059 28,200 SH   SOLE 28,200 0 0
ORACLE CORP COM 68389X105 6,739 156,180 SH   SOLE 156,180 0 0
ORMAT TECHNOLOGIES INC COM 686688102 489 12,859 SH   SOLE 12,859 0 0
PROCTER & GAMBLE CO COM 742718109 286 3,490 SH   SOLE 3,490 0 0
PTC INC COM 69370C100 7,024 194,190 SH   SOLE 194,190 0 0
QEP RES INC COM 74733V100 776 37,200 SH   SOLE 37,200 0 0
QUALCOMM INC COM 747525103 7,119 102,670 SH   SOLE 102,670 0 0
RENESOLA LTD SPONS ADS 75971T103 483 328,500 SH   SOLE 328,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,024 40,840 SH   SOLE 40,840 0 0
SCHLUMBERGER LTD COM 806857108 7,112 85,240 SH   SOLE 85,240 0 0
SOHU COM INC COM 83408W103 2,403 45,050 SH   SOLE 45,050 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,902 82,000 SH   SOLE 82,000 0 0
STATE STR CORP COM 857477103 6,830 92,884 SH   SOLE 92,884 0 0
STONE ENERGY CORP COM 861642106 760 51,800 SH   SOLE 51,800 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,045 69,976 SH   SOLE 69,976 0 0
SUNPOWER CORP COM 867652406 609 19,450 SH   SOLE 19,450 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 6,573 279,949 SH   SOLE 279,949 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 6,896 185,090 SH   SOLE 185,090 0 0
TRIANGLE PETE CORP COM NEW 89600B201 126 25,000 SH   SOLE 25,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 2,090 172,820 SH   SOLE 172,820 0 0
UNIT CORP COM 909218109 1,592 56,897 SH   SOLE 56,897 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,850 44,799 SH   SOLE 44,799 0 0
XEROX CORP COM 984121103 6,809 529,880 SH   SOLE 529,880 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 398 215,100 SH   SOLE 215,100 0 0