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 272 3,370 SH   SOLE 3,370 0 0
ACUITY BRANDS INC COM 00508Y102 276 2,300 SH   SOLE 2,300 0 0
AFLAC INC COM 001055102 391 7,820 SH   SOLE 7,820 0 0
ALPHABET INC CAP STK CL A 02079K305 6,085 5,170 SH   SOLE 5,170 0 0
AMERESCO INC CL A 02361E108 246 15,200 SH   SOLE 15,200 0 0
ANADARKO PETE CORP COM 032511107 716 15,750 SH   SOLE 15,750 0 0
APACHE CORP COM 037411105 777 22,409 SH   SOLE 22,409 0 0
APPLIED MATLS INC COM 038222105 5,895 148,650 SH   SOLE 148,650 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,807 26,700 SH   SOLE 26,700 0 0
BAIDU INC SPON ADR REP A 056752108 7,320 44,400 SH   SOLE 44,400 0 0
BROADCOM INC COM 11135F101 286 950 SH   SOLE 950 0 0
CANADIAN NAT RES LTD COM 136385101 758 27,600 SH   SOLE 27,600 0 0
CANADIAN SOLAR INC COM 136635109 225 12,100 SH   SOLE 12,100 0 0
CHEVRON CORP NEW COM 166764100 825 6,700 SH   SOLE 6,700 0 0
CISCO SYS INC COM 17275R102 7,063 130,815 SH   SOLE 130,815 0 0
CME GROUP INC COM CL A 12572Q105 250 1,520 SH   SOLE 1,520 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,737 79,180 SH   SOLE 79,180 0 0
COMCAST CORP NEW CL A 20030N101 6,364 159,170 SH   SOLE 159,170 0 0
CONOCOPHILLIPS COM 20825C104 741 11,100 SH   SOLE 11,100 0 0
DANAHER CORPORATION COM 235851102 6,074 46,010 SH   SOLE 46,010 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 304 9,200 SH   SOLE 9,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 830 26,300 SH   SOLE 26,300 0 0
ENBRIDGE INC COM 29250N105 758 20,900 SH   SOLE 20,900 0 0
ENCANA CORP COM 292505104 731 100,960 SH   SOLE 100,960 0 0
FACEBOOK INC CL A 30303M102 5,932 35,590 SH   SOLE 35,590 0 0
FIRST SOLAR INC COM 336433107 322 6,100 SH   SOLE 6,100 0 0
GALLAGHER ARTHUR J & CO COM 363576109 255 3,260 SH   SOLE 3,260 0 0
GENTHERM INC COM 37253A103 247 6,700 SH   SOLE 6,700 0 0
HALLIBURTON CO COM 406216101 697 23,800 SH   SOLE 23,800 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 403 50,980 SH   SOLE 50,980 0 0
ILLINOIS TOOL WKS INC COM 452308109 270 1,880 SH   SOLE 1,880 0 0
IMPERIAL OIL LTD COM NEW 453038408 770 28,201 SH   SOLE 28,201 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,666 74,420 SH   SOLE 74,420 0 0
JOHNSON & JOHNSON COM 478160104 264 1,890 SH   SOLE 1,890 0 0
KLA-TENCOR CORP COM 482480100 6,478 54,250 SH   SOLE 54,250 0 0
LAM RESEARCH CORP COM 512807108 5,764 32,200 SH   SOLE 32,200 0 0
MERCK & CO INC COM 58933Y105 267 3,210 SH   SOLE 3,210 0 0
MICROSOFT CORP COM 594918104 276 2,340 SH   SOLE 2,340 0 0
NETEASE INC SPONSORED ADR 64110W102 2,529 10,475 SH   SOLE 10,475 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 9,865 109,490 SH   SOLE 109,490 0 0
NIKE INC CL B 654106103 5,993 71,173 SH   SOLE 71,173 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,477 51,100 SH   SOLE 51,100 0 0
NOBLE ENERGY INC COM 655044105 808 32,670 SH   SOLE 32,670 0 0
NVIDIA CORP COM 67066G104 6,817 37,965 SH   SOLE 37,965 0 0
OASIS PETE INC NEW COM 674215108 248 41,000 SH   SOLE 41,000 0 0
OCCIDENTAL PETE CORP COM 674599105 755 11,400 SH   SOLE 11,400 0 0
ON SEMICONDUCTOR CORP COM 682189105 241 11,700 SH   SOLE 11,700 0 0
ORMAT TECHNOLOGIES INC COM 686688102 307 5,559 SH   SOLE 5,559 0 0
PAYCHEX INC COM 704326107 294 3,660 SH   SOLE 3,660 0 0
PAYPAL HLDGS INC COM 70450Y103 6,770 65,200 SH   SOLE 65,200 0 0
PROCTER AND GAMBLE CO COM 742718109 268 2,580 SH   SOLE 2,580 0 0
QUALCOMM INC COM 747525103 2,286 40,100 SH   SOLE 40,100 0 0
QUANTA SVCS INC COM 74762E102 249 6,600 SH   SOLE 6,600 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,515 19,050 SH   SOLE 19,050 0 0
SCHLUMBERGER LTD COM 806857108 749 17,200 SH   SOLE 17,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 767 23,676 SH   SOLE 23,676 0 0
SUNPOWER CORP COM 867652406 165 25,300 SH   SOLE 25,300 0 0
TPI COMPOSITES INC COM 87266J104 278 9,700 SH   SOLE 9,700 0 0
UNIT CORP COM 909218109 296 20,797 SH   SOLE 20,797 0 0
UNITED TECHNOLOGIES CORP COM 913017109 254 1,970 SH   SOLE 1,970 0 0
V F CORP COM 918204108 269 3,100 SH   SOLE 3,100 0 0
VALERO ENERGY CORP NEW COM 91913Y100 786 9,269 SH   SOLE 9,269 0 0