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 457 5,218 SH   SOLE   5,218 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 7,376 15,040 SH   SOLE   15,040 0 0
AFLAC INC COM 001055102 507 13,939 SH   SOLE   13,939 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,292 11,200 SH   SOLE   11,200 0 0
ALPHABET INC CAP STK CL A 02079K305 5,862 4,000 SH   SOLE   4,000 0 0
ALPHABET INC CAP STK CL C 02079K107 94 64 SH   SOLE   64 0 0
AMAZON COM INC COM 023135106 6,801 2,160 SH   SOLE   2,160 0 0
AMERESCO INC CL A 02361E108 494 14,800 SH   SOLE   14,800 0 0
AMPHENOL CORP NEW CL A 032095101 81 744 SH   SOLE   744 0 0
ANALOG DEVICES INC COM 032654105 78 664 SH   SOLE   664 0 0
ANSYS INC COM 03662Q105 97 296 SH   SOLE   296 0 0
APPLIED MATLS INC COM 038222105 6,048 101,740 SH   SOLE   101,740 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,661 27,720 SH   SOLE   27,720 0 0
BAIDU INC SPON ADR REP A 056752108 2,431 19,200 SH   SOLE   19,200 0 0
BLACKROCK INC COM 09247X101 503 892 SH   SOLE   892 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,000 82,930 SH   SOLE   82,930 0 0
BROADCOM INC COM 11135F101 522 1,433 SH   SOLE   1,433 0 0
CANADIAN NAT RES LTD COM 136385101 216 13,500 SH   SOLE   13,500 0 0
CANADIAN SOLAR INC COM 136635109 498 14,200 SH   SOLE   14,200 0 0
CHEVRON CORP NEW COM 166764100 324 4,500 SH   SOLE   4,500 0 0
CISCO SYS INC COM 17275R102 5,050 128,195 SH   SOLE   128,195 0 0
CME GROUP INC COM 12572Q105 489 2,922 SH   SOLE   2,922 0 0
COMCAST CORP NEW CL A 20030N101 5,415 117,060 SH   SOLE   117,060 0 0
CONOCOPHILLIPS COM 20825C104 266 8,100 SH   SOLE   8,100 0 0
DANA INCORPORATED COM 235825205 60 4,880 SH   SOLE   4,880 0 0
DANAHER CORPORATION COM 235851102 6,731 31,259 SH   SOLE   31,259 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 480 3,550 SH   SOLE   3,550 0 0
DEVON ENERGY CORP NEW COM 25179M103 187 19,800 SH   SOLE   19,800 0 0
ENBRIDGE INC COM 29250N105 356 12,200 SH   SOLE   12,200 0 0
ENPHASE ENERGY INC COM 29355A107 264 3,200 SH   SOLE   3,200 0 0
EOG RES INC COM 26875P101 225 6,250 SH   SOLE   6,250 0 0
EXXON MOBIL CORP COM 30231G102 333 9,700 SH   SOLE   9,700 0 0
FACEBOOK INC CL A 30303M102 6,204 23,690 SH   SOLE   23,690 0 0
FIRST SOLAR INC COM 336433107 503 7,600 SH   SOLE   7,600 0 0
FLIR SYS INC COM 302445101 59 1,636 SH   SOLE   1,636 0 0
GALLAGHER ARTHUR J & CO COM 363576109 509 4,818 SH   SOLE   4,818 0 0
GENTHERM INC COM 37253A103 437 10,686 SH   SOLE   10,686 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 77 31,980 SH   SOLE   31,980 0 0
ILLINOIS TOOL WKS INC COM 452308109 504 2,609 SH   SOLE   2,609 0 0
IMPERIAL OIL LTD COM NEW 453038408 264 22,051 SH   SOLE   22,051 0 0
INTEL CORP COM 458140100 74 1,420 SH   SOLE   1,420 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,800 57,973 SH   SOLE   57,973 0 0
ITRON INC COM 465741106 395 6,500 SH   SOLE   6,500 0 0
JD.COM INC SPON ADR CL A 47215P106 3,127 40,300 SH   SOLE   40,300 0 0
JOHNSON & JOHNSON COM 478160104 486 3,262 SH   SOLE   3,262 0 0
KLA CORP COM NEW 482480100 6,035 31,150 SH   SOLE   31,150 0 0
LAM RESEARCH CORP COM 512807108 5,646 17,020 SH   SOLE   17,020 0 0
LEAR CORP COM NEW 521865204 76 700 SH   SOLE   700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,178 18,270 SH   SOLE   18,270 0 0
MICROSOFT CORP COM 594918104 6,964 33,110 SH   SOLE   33,110 0 0
NETEASE INC SPONSORED ADS 64110W102 2,789 6,135 SH   SOLE   6,135 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 8,180 54,720 SH   SOLE   54,720 0 0
NEXTERA ENERGY INC COM 65339F101 486 1,750 SH   SOLE   1,750 0 0
NIKE INC CL B 654106103 6,928 55,183 SH   SOLE   55,183 0 0
NVIDIA CORPORATION COM 67066G104 8,634 15,953 SH   SOLE   15,953 0 0
ON SEMICONDUCTOR CORP COM 682189105 498 22,956 SH   SOLE   22,956 0 0
ORMAT TECHNOLOGIES INC COM 686688102 459 7,759 SH   SOLE   7,759 0 0
OTIS WORLDWIDE CORP COM 68902V107 495 7,928 SH   SOLE   7,928 0 0
PAYCHEX INC COM 704326107 517 6,487 SH   SOLE   6,487 0 0
PAYPAL HLDGS INC COM 70450Y103 6,566 33,327 SH   SOLE   33,327 0 0
PEPSICO INC COM 713448108 492 3,550 SH   SOLE   3,550 0 0
PIONEER NAT RES CO COM 723787107 245 2,850 SH   SOLE   2,850 0 0
POWER INTEGRATIONS INC COM 739276103 84 1,520 SH   SOLE   1,520 0 0
PROCTER AND GAMBLE CO COM 742718109 529 3,804 SH   SOLE   3,804 0 0
QUALCOMM INC COM 747525103 106 900 SH   SOLE   900 0 0
QUANTA SVCS INC COM 74762E102 108 2,052 SH   SOLE   2,052 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 475 8,250 SH   SOLE   8,250 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,761 14,580 SH   SOLE   14,580 0 0
SCHLUMBERGER LTD COM 806857108 249 16,000 SH   SOLE   16,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 109 748 SH   SOLE   748 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 274 1,150 SH   SOLE   1,150 0 0
SUNCOR ENERGY INC NEW COM 867224107 239 19,576 SH   SOLE   19,576 0 0
SUNPOWER CORP COM 867652406 143 11,400 SH   SOLE   11,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 116 1,432 SH   SOLE   1,432 0 0
TESLA INC COM 88160R101 154 360 SH   SOLE   360 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,420 14,540 SH   SOLE   14,540 0 0
TPI COMPOSITES INC COM 87266J104 408 14,100 SH   SOLE   14,100 0 0
V F CORP COM 918204108 528 7,509 SH   SOLE   7,509 0 0
VALERO ENERGY CORP COM 91913Y100 302 6,969 SH   SOLE   6,969 0 0
VISA INC COM CL A 92826C839 5,655 28,280 SH   SOLE   28,280 0 0