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 256 4,140 SH   SOLE 4,140 0 0
AFLAC INC COM 001055102 460 6,380 SH   SOLE 6,380 0 0
ALPHABET INC CAP STK CL A 02079K305 4,566 6,490 SH   SOLE 6,490 0 0
APACHE CORP COM 037411105 1,665 29,909 SH   SOLE 29,909 0 0
APPLIED MATLS INC COM 038222105 6,959 290,310 SH   SOLE 290,310 0 0
BLOCK H & R INC COM 093671105 3,827 166,390 SH   SOLE 166,390 0 0
BOEING CO COM 097023105 5,447 41,940 SH   SOLE 41,940 0 0
CA INC COM 12673P105 254 7,740 SH   SOLE 7,740 0 0
CANADIAN NAT RES LTD COM 136385101 1,833 59,400 SH   SOLE 59,400 0 0
CANADIAN SOLAR INC COM 136635109 410 27,100 SH   SOLE 27,100 0 0
CARRIZO OIL & GAS INC COM 144577103 1,078 30,070 SH   SOLE 30,070 0 0
CHEVRON CORP NEW COM 166764100 1,656 15,800 SH   SOLE 15,800 0 0
CISCO SYS INC COM 17275R102 6,226 217,025 SH   SOLE 217,025 0 0
CME GROUP INC COM 12572Q105 249 2,560 SH   SOLE 2,560 0 0
COCA COLA CO COM 191216100 256 5,640 SH   SOLE 5,640 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,458 77,880 SH   SOLE 77,880 0 0
COMCAST CORP NEW CL A 20030N101 5,659 86,810 SH   SOLE 86,810 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 442 200,004 SH   SOLE 200,004 0 0
CONOCOPHILLIPS COM 20825C104 1,613 37,000 SH   SOLE 37,000 0 0
DANAHER CORP DEL COM 235851102 6,012 59,520 SH   SOLE 59,520 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,559 43,000 SH   SOLE 43,000 0 0
ENPHASE ENERGY INC COM 29355A107 416 208,900 SH   SOLE 208,900 0 0
EXXON MOBIL CORP COM 30231G102 1,594 17,000 SH   SOLE 17,000 0 0
FIRST SOLAR INC COM 336433107 373 7,700 SH   SOLE 7,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109 260 5,460 SH   SOLE 5,460 0 0
GENERAL DYNAMICS CORP COM 369550108 253 1,820 SH   SOLE 1,820 0 0
GILEAD SCIENCES INC COM 375558103 4,631 55,510 SH   SOLE 55,510 0 0
HALLIBURTON CO COM 406216101 1,744 38,500 SH   SOLE 38,500 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 702 103,880 SH   SOLE 103,880 0 0
HESS CORP COM 42809H107 1,776 29,543 SH   SOLE 29,543 0 0
ILLINOIS TOOL WKS INC COM 452308109 254 2,440 SH   SOLE 2,440 0 0
IMPERIAL OIL LTD COM NEW 453038408 1,626 51,401 SH   SOLE 51,401 0 0
INTEL CORP COM 458140100 5,399 164,600 SH   SOLE 164,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,050 19,730 SH   SOLE 19,730 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 846 123,502 SH   SOLE 123,502 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 385 18,900 SH   SOLE 18,900 0 0
JOHNSON & JOHNSON COM 478160104 260 2,140 SH   SOLE 2,140 0 0
JOHNSON CTLS INC COM 478366107 474 10,700 SH   SOLE 10,700 0 0
MATTEL INC COM 577081102 283 9,040 SH   SOLE 9,040 0 0
MERCK & CO INC COM 58933Y105 255 4,430 SH   SOLE 4,430 0 0
MICROSOFT CORP COM 594918104 254 4,970 SH   SOLE 4,970 0 0
NETEASE INC SPONSORED ADR 64110W102 4,498 23,275 SH   SOLE 23,275 0 0
NEWFIELD EXPL CO COM 651290108 1,784 40,386 SH   SOLE 40,386 0 0
NOBLE ENERGY INC COM 655044105 1,688 47,070 SH   SOLE 47,070 0 0
NVIDIA CORP COM 67066G104 7,900 168,045 SH   SOLE 168,045 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,594 21,100 SH   SOLE 21,100 0 0
ORACLE CORP COM 68389X105 5,858 143,130 SH   SOLE 143,130 0 0
ORMAT TECHNOLOGIES INC COM 686688102 388 8,859 SH   SOLE 8,859 0 0
PAYPAL HLDGS INC COM 70450Y103 4,993 136,750 SH   SOLE 136,750 0 0
PROCTER & GAMBLE CO COM 742718109 255 3,010 SH   SOLE 3,010 0 0
QEP RES INC COM 74733V100 1,114 63,200 SH   SOLE 63,200 0 0
QUALCOMM INC COM 747525103 5,610 104,730 SH   SOLE 104,730 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,808 28,190 SH   SOLE 28,190 0 0
SCHLUMBERGER LTD COM 806857108 7,013 88,680 SH   SOLE 88,680 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 396 20,200 SH   SOLE 20,200 0 0
STATE STR CORP COM 857477103 4,968 92,134 SH   SOLE 92,134 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,578 56,876 SH   SOLE 56,876 0 0
SUNPOWER CORP COM 867652406 822 53,050 SH   SOLE 53,050 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,741 218,869 SH   SOLE 218,869 0 0
TEGNA INC COM 87901J105 4,855 209,530 SH   SOLE 209,530 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 249 4,950 SH   SOLE 4,950 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 839 108,423 SH   SOLE 108,423 0 0
UNIT CORP COM 909218109 986 63,397 SH   SOLE 63,397 0 0
UNITED TECHNOLOGIES CORP COM 913017109 257 2,510 SH   SOLE 2,510 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,324 25,969 SH   SOLE 25,969 0 0
VERIFONE SYS INC COM 92342Y109 3,960 213,610 SH   SOLE 213,610 0 0
WAL-MART STORES INC COM 931142103 251 3,440 SH   SOLE 3,440 0 0
WISDOMTREE INVTS INC COM 97717P104 4,170 425,940 SH   SOLE 425,940 0 0