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 313 4,128 SH   SOLE 4,128 0 0
ACUITY BRANDS INC COM 00508Y102 310 2,300 SH   SOLE 2,300 0 0
ADOBE INC COM 00724F101 5,569 20,160 SH   SOLE 20,160 0 0
AFLAC INC COM 001055102 440 8,409 SH   SOLE 8,409 0 0
ALPHABET INC CAP STK CL A 02079K305 5,703 4,670 SH   SOLE 4,670 0 0
AMAZON COM INC COM 023135106 5,329 3,070 SH   SOLE 3,070 0 0
AMERESCO INC CL A 02361E108 294 18,300 SH   SOLE 18,300 0 0
APACHE CORP COM 037411105 574 22,409 SH   SOLE 22,409 0 0
APPLIED MATLS INC COM 038222105 5,641 113,040 SH   SOLE 113,040 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,220 26,700 SH   SOLE 26,700 0 0
BAIDU INC SPON ADR REP A 056752108 1,973 19,200 SH   SOLE 19,200 0 0
BLACKROCK INC COM 09247X101 307 690 SH   SOLE 690 0 0
BROADCOM INC COM 11135F101 304 1,100 SH   SOLE 1,100 0 0
CANADIAN NAT RES LTD COM 136385101 734 27,600 SH   SOLE 27,600 0 0
CANADIAN SOLAR INC COM 136635109 268 14,200 SH   SOLE 14,200 0 0
CHEVRON CORP NEW COM 166764100 676 5,700 SH   SOLE 5,700 0 0
CISCO SYS INC COM 17275R102 6,008 121,607 SH   SOLE 121,607 0 0
CME GROUP INC COM 12572Q105 300 1,420 SH   SOLE 1,420 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,435 90,180 SH   SOLE 90,180 0 0
COMCAST CORP NEW CL A 20030N101 5,498 121,970 SH   SOLE 121,970 0 0
CONOCOPHILLIPS COM 20825C104 632 11,100 SH   SOLE 11,100 0 0
DANAHER CORPORATION COM 235851102 6,044 41,849 SH   SOLE 41,849 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 332 7,200 SH   SOLE 7,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 537 22,300 SH   SOLE 22,300 0 0
ENBRIDGE INC COM 29250N105 733 20,900 SH   SOLE 20,900 0 0
ENCANA CORP COM 292505104 464 100,960 SH   SOLE 100,960 0 0
FACEBOOK INC CL A 30303M102 5,287 29,690 SH   SOLE 29,690 0 0
FIRST SOLAR INC COM 336433107 290 5,000 SH   SOLE 5,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 335 3,740 SH   SOLE 3,740 0 0
GENTHERM INC COM 37253A103 275 6,700 SH   SOLE 6,700 0 0
HALLIBURTON CO COM 406216101 449 23,800 SH   SOLE 23,800 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 306 37,980 SH   SOLE 37,980 0 0
ILLINOIS TOOL WKS INC COM 452308109 333 2,130 SH   SOLE 2,130 0 0
IMPERIAL OIL LTD COM NEW 453038408 672 25,801 SH   SOLE 25,801 0 0
INFOSYS LTD SPONSORED ADR 456788108 487 42,800 SH   SOLE 42,800 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,349 57,973 SH   SOLE 57,973 0 0
JOHNSON & JOHNSON COM 478160104 294 2,276 SH   SOLE 2,276 0 0
KLA CORPORATION COM NEW 482480100 5,775 36,220 SH   SOLE 36,220 0 0
LAM RESEARCH CORP COM 512807108 5,745 24,860 SH   SOLE 24,860 0 0
MICROSOFT CORP COM 594918104 328 2,360 SH   SOLE 2,360 0 0
NETEASE INC SPONSORED ADS 64110W102 2,442 9,175 SH   SOLE 9,175 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,364 75,510 SH   SOLE 75,510 0 0
NIKE INC CL B 654106103 5,933 63,173 SH   SOLE 63,173 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,108 72,200 SH   SOLE 72,200 0 0
NOBLE ENERGY INC COM 655044105 655 29,170 SH   SOLE 29,170 0 0
NVIDIA CORP COM 67066G104 5,742 32,989 SH   SOLE 32,989 0 0
OASIS PETE INC NEW COM 674215108 142 41,000 SH   SOLE 41,000 0 0
OCCIDENTAL PETE CORP COM 674599105 507 11,400 SH   SOLE 11,400 0 0
ON SEMICONDUCTOR CORP COM 682189105 254 13,200 SH   SOLE 13,200 0 0
ORMAT TECHNOLOGIES INC COM 686688102 346 4,659 SH   SOLE 4,659 0 0
PAYCHEX INC COM 704326107 310 3,740 SH   SOLE 3,740 0 0
PAYPAL HLDGS INC COM 70450Y103 5,017 48,427 SH   SOLE 48,427 0 0
PROCTER & GAMBLE CO COM 742718109 335 2,690 SH   SOLE 2,690 0 0
QUALCOMM INC COM 747525103 2,800 36,700 SH   SOLE 36,700 0 0
QUANTA SVCS INC COM 74762E102 287 7,600 SH   SOLE 7,600 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,581 15,650 SH   SOLE 15,650 0 0
SCHLUMBERGER LTD COM 806857108 588 17,200 SH   SOLE 17,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 747 23,676 SH   SOLE 23,676 0 0
SUNPOWER CORP COM 867652406 278 25,300 SH   SOLE 25,300 0 0
TPI COMPOSITES INC COM 87266J104 182 9,700 SH   SOLE 9,700 0 0
UNIT CORP COM 909218109 70 20,797 SH   SOLE 20,797 0 0
UNITED TECHNOLOGIES CORP COM 913017109 342 2,504 SH   SOLE 2,504 0 0
V F CORP COM 918204108 326 3,660 SH   SOLE 3,660 0 0
VALERO ENERGY CORP NEW COM 91913Y100 722 8,469 SH   SOLE 8,469 0 0