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 218 3,480 SH   SOLE 3,480 0 0
AFLAC INC COM 001055102 440 6,320 SH   SOLE 6,320 0 0
ALPHABET INC CAP STK CL A 02079K305 5,143 6,490 SH   SOLE 6,490 0 0
APACHE CORP COM 037411105 1,771 27,909 SH   SOLE 27,909 0 0
APPLIED MATLS INC COM 038222105 5,560 172,310 SH   SOLE 172,310 0 0
BLOCK H & R INC COM 093671105 5,518 240,000 SH   SOLE 240,000 0 0
BOEING CO COM 097023105 5,689 36,540 SH   SOLE 36,540 0 0
CA INC COM 12673P105 216 6,810 SH   SOLE 6,810 0 0
CANADIAN NAT RES LTD COM 136385101 1,702 53,400 SH   SOLE 53,400 0 0
CANADIAN SOLAR INC COM 136635109 326 26,800 SH   SOLE 26,800 0 0
CARRIZO OIL & GAS INC COM 144577103 1,123 30,070 SH   SOLE 30,070 0 0
CHEVRON CORP NEW COM 166764100 1,730 14,700 SH   SOLE 14,700 0 0
CISCO SYS INC COM 17275R102 5,435 179,845 SH   SOLE 179,845 0 0
CME GROUP INC COM 12572Q105 219 1,900 SH   SOLE 1,900 0 0
COCA COLA CO COM 191216100 217 5,240 SH   SOLE 5,240 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,277 94,180 SH   SOLE 94,180 0 0
COMCAST CORP NEW CL A 20030N101 5,167 74,830 SH   SOLE 74,830 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 336 147,404 SH   SOLE 147,404 0 0
CONOCOPHILLIPS COM 20825C104 1,680 33,500 SH   SOLE 33,500 0 0
DANAHER CORP DEL COM 235851102 5,178 66,520 SH   SOLE 66,520 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,781 39,000 SH   SOLE 39,000 0 0
EXXON MOBIL CORP COM 30231G102 1,534 17,000 SH   SOLE 17,000 0 0
FIRST SOLAR INC COM 336433107 327 10,200 SH   SOLE 10,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 219 4,220 SH   SOLE 4,220 0 0
GENERAL DYNAMICS CORP COM 369550108 218 1,260 SH   SOLE 1,260 0 0
GILEAD SCIENCES INC COM 375558103 5,192 72,510 SH   SOLE 72,510 0 0
HALLIBURTON CO COM 406216101 1,742 32,200 SH   SOLE 32,200 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 828 93,880 SH   SOLE 93,880 0 0
HESS CORP COM 42809H107 1,840 29,543 SH   SOLE 29,543 0 0
ILLINOIS TOOL WKS INC COM 452308109 225 1,840 SH   SOLE 1,840 0 0
IMPERIAL OIL LTD COM NEW 453038408 1,788 51,401 SH   SOLE 51,401 0 0
INTEL CORP COM 458140100 5,199 143,330 SH   SOLE 143,330 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,566 98,650 SH   SOLE 98,650 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 633 133,002 SH   SOLE 133,002 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 323 21,200 SH   SOLE 21,200 0 0
JOHNSON & JOHNSON COM 478160104 218 1,890 SH   SOLE 1,890 0 0
MATTEL INC COM 577081102 215 7,820 SH   SOLE 7,820 0 0
MERCK & CO INC COM 58933Y105 224 3,810 SH   SOLE 3,810 0 0
MICROSOFT CORP COM 594918104 216 3,470 SH   SOLE 3,470 0 0
NETEASE INC SPONSORED ADR 64110W102 2,966 13,775 SH   SOLE 13,775 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,563 155,900 SH   SOLE 155,900 0 0
NEWFIELD EXPL CO COM 651290108 1,514 37,386 SH   SOLE 37,386 0 0
NIKE INC CL B 654106103 5,286 104,000 SH   SOLE 104,000 0 0
NOBLE ENERGY INC COM 655044105 1,715 45,070 SH   SOLE 45,070 0 0
NVIDIA CORP COM 67066G104 5,346 50,085 SH   SOLE 50,085 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,503 21,100 SH   SOLE 21,100 0 0
ORMAT TECHNOLOGIES INC COM 686688102 336 6,259 SH   SOLE 6,259 0 0
PAYPAL HLDGS INC COM 70450Y103 5,398 136,750 SH   SOLE 136,750 0 0
PROCTER AND GAMBLE CO COM 742718109 218 2,590 SH   SOLE 2,590 0 0
QEP RES INC COM 74733V100 1,164 63,200 SH   SOLE 63,200 0 0
QUALCOMM INC COM 747525103 5,460 83,730 SH   SOLE 83,730 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,161 28,190 SH   SOLE 28,190 0 0
SCHLUMBERGER LTD COM 806857108 6,886 82,020 SH   SOLE 82,020 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 340 27,400 SH   SOLE 27,400 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,860 56,876 SH   SOLE 56,876 0 0
SUNPOWER CORP COM 867652406 477 72,250 SH   SOLE 72,250 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 211 5,820 SH   SOLE 5,820 0 0
UNIT CORP COM 909218109 1,110 41,297 SH   SOLE 41,297 0 0
UNITED TECHNOLOGIES CORP COM 913017109 216 1,970 SH   SOLE 1,970 0 0
V F CORP COM 918204108 218 4,080 SH   SOLE 4,080 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,774 25,969 SH   SOLE 25,969 0 0
VERIFONE SYS INC COM 92342Y109 5,438 306,710 SH   SOLE 306,710 0 0
WAL-MART STORES INC COM 931142103 217 3,140 SH   SOLE 3,140 0 0
WISDOMTREE INVTS INC COM 97717P104 4,904 440,240 SH   SOLE 440,240 0 0