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 365 4,128 SH   SOLE 4,128 0 0
ACUITY BRANDS INC COM 00508Y102 317 2,300 SH   SOLE 2,300 0 0
ADOBE INC COM 00724F101 6,649 20,160 SH   SOLE 20,160 0 0
AFLAC INC COM 001055102 492 9,305 SH   SOLE 9,305 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,885 13,600 SH   SOLE 13,600 0 0
ALPHABET INC CAP STK CL A 02079K305 5,719 4,270 SH   SOLE 4,270 0 0
ALPHABET INC CAP STK CL C 02079K107 75 56 SH   SOLE 56 0 0
AMAZON COM INC COM 023135106 5,673 3,070 SH   SOLE 3,070 0 0
AMERESCO INC CL A 02361E108 320 18,300 SH   SOLE 18,300 0 0
AMPHENOL CORP NEW CL A 032095101 76 704 SH   SOLE 704 0 0
ANALOG DEVICES INC COM 032654105 74 624 SH   SOLE 624 0 0
ANSYS INC COM 03662Q105 81 316 SH   SOLE 316 0 0
APPLIED MATLS INC COM 038222105 6,210 101,740 SH   SOLE 101,740 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,213 27,668 SH   SOLE 27,668 0 0
BAIDU INC SPON ADR REP A 056752108 2,427 19,200 SH   SOLE 19,200 0 0
BLACKROCK INC COM 09247X101 367 730 SH   SOLE 730 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 6,079 94,700 SH   SOLE 94,700 0 0
BROADCOM INC COM 11135F101 376 1,190 SH   SOLE 1,190 0 0
CANADIAN NAT RES LTD COM 136385101 725 22,400 SH   SOLE 22,400 0 0
CANADIAN SOLAR INC COM 136635109 314 14,200 SH   SOLE 14,200 0 0
CHEVRON CORP NEW COM 166764100 687 5,700 SH   SOLE 5,700 0 0
CISCO SYS INC COM 17275R102 6,586 137,317 SH   SOLE 137,317 0 0
CME GROUP INC COM 12572Q105 329 1,640 SH   SOLE 1,640 0 0
COMCAST CORP NEW CL A 20030N101 6,133 136,370 SH   SOLE 136,370 0 0
CONOCOPHILLIPS COM 20825C104 689 10,600 SH   SOLE 10,600 0 0
DANA INCORPORATED COM 235825205 76 4,200 SH   SOLE 4,200 0 0
DANAHER CORPORATION COM 235851102 6,423 41,849 SH   SOLE 41,849 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 369 7,200 SH   SOLE 7,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 579 22,300 SH   SOLE 22,300 0 0
ENBRIDGE INC COM 29250N105 680 17,100 SH   SOLE 17,100 0 0
ENCANA CORP COM 292505104 474 100,960 SH   SOLE 100,960 0 0
EOG RES INC COM 26875P101 524 6,250 SH   SOLE 6,250 0 0
FACEBOOK INC CL A 30303M102 6,094 29,690 SH   SOLE 29,690 0 0
FIRST SOLAR INC COM 336433107 280 5,000 SH   SOLE 5,000 0 0
FLIR SYS INC COM 302445101 71 1,356 SH   SOLE 1,356 0 0
GALLAGHER ARTHUR J & CO COM 363576109 356 3,740 SH   SOLE 3,740 0 0
GENTHERM INC COM 37253A103 372 8,384 SH   SOLE 8,384 0 0
HALLIBURTON CO COM 406216101 582 23,800 SH   SOLE 23,800 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 308 31,980 SH   SOLE 31,980 0 0
ILLINOIS TOOL WKS INC COM 452308109 383 2,130 SH   SOLE 2,130 0 0
IMPERIAL OIL LTD COM NEW 453038408 683 25,801 SH   SOLE 25,801 0 0
INTEL CORP COM 458140100 74 1,232 SH   SOLE 1,232 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,365 57,973 SH   SOLE 57,973 0 0
JOHNSON & JOHNSON COM 478160104 371 2,546 SH   SOLE 2,546 0 0
KLA CORPORATION COM NEW 482480100 6,453 36,220 SH   SOLE 36,220 0 0
LAM RESEARCH CORP COM 512807108 6,757 23,110 SH   SOLE 23,110 0 0
LEAR CORP COM NEW 521865204 80 580 SH   SOLE 580 0 0
MICROSOFT CORP COM 594918104 372 2,360 SH   SOLE 2,360 0 0
NETEASE INC SPONSORED ADS 64110W102 2,814 9,175 SH   SOLE 9,175 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,986 74,110 SH   SOLE 74,110 0 0
NIKE INC CL B 654106103 6,400 63,173 SH   SOLE 63,173 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,554 72,200 SH   SOLE 72,200 0 0
NOBLE ENERGY INC COM 655044105 526 21,170 SH   SOLE 21,170 0 0
NVIDIA CORP COM 67066G104 6,843 29,083 SH   SOLE 29,083 0 0
OASIS PETE INC NEW COM 674215108 134 41,000 SH   SOLE 41,000 0 0
OCCIDENTAL PETE CORP COM 674599105 470 11,400 SH   SOLE 11,400 0 0
ON SEMICONDUCTOR CORP COM 682189105 403 16,516 SH   SOLE 16,516 0 0
ORMAT TECHNOLOGIES INC COM 686688102 317 4,259 SH   SOLE 4,259 0 0
PAYCHEX INC COM 704326107 361 4,240 SH   SOLE 4,240 0 0
PAYPAL HLDGS INC COM 70450Y103 6,017 55,627 SH   SOLE 55,627 0 0
POWER INTEGRATIONS INC COM 739276103 75 760 SH   SOLE 760 0 0
PROCTER & GAMBLE CO COM 742718109 336 2,690 SH   SOLE 2,690 0 0
QUALCOMM INC COM 747525103 2,691 30,500 SH   SOLE 30,500 0 0
QUANTA SVCS INC COM 74762E102 378 9,292 SH   SOLE 9,292 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,544 15,650 SH   SOLE 15,650 0 0
SCHLUMBERGER LTD COM 806857108 683 17,000 SH   SOLE 17,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 86 708 SH   SOLE 708 0 0
SUNCOR ENERGY INC NEW COM 867224107 684 20,876 SH   SOLE 20,876 0 0
SUNPOWER CORP COM 867652406 197 25,300 SH   SOLE 25,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 79 1,352 SH   SOLE 1,352 0 0
TESLA INC COM 88160R101 87 208 SH   SOLE 208 0 0
TPI COMPOSITES INC COM 87266J104 180 9,700 SH   SOLE 9,700 0 0
UNIT CORP COM 909218109 14 20,797 SH   SOLE 20,797 0 0
UNITED TECHNOLOGIES CORP COM 913017109 375 2,504 SH   SOLE 2,504 0 0
V F CORP COM 918204108 365 3,660 SH   SOLE 3,660 0 0
VALERO ENERGY CORP NEW COM 91913Y100 653 6,969 SH   SOLE 6,969 0 0