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
COMCAST CORP NEW CL A 20030N101 4,563 117,060 SH   SOLE   117,060 0 0
SUNPOWER CORP COM 867652406 120 15,700 SH   SOLE   15,700 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,074 27,465 SH   SOLE   27,465 0 0
INTEL CORP COM 458140100 58 975 SH   SOLE   975 0 0
ENPHASE ENERGY INC COM 29355A107 152 3,200 SH   SOLE   3,200 0 0
FLIR SYS INC COM 302445101 44 1,077 SH   SOLE   1,077 0 0
BAIDU INC SPON ADR REP A 056752108 2,302 19,200 SH   SOLE   19,200 0 0
QUALCOMM INC COM 747525103 2,764 30,300 SH   SOLE   30,300 0 0
PEPSICO INC COM 713448108 436 3,300 SH   SOLE   3,300 0 0
JD.COM INC SPON ADR CL A 47215P106 2,606 43,300 SH   SOLE   43,300 0 0
KLA CORP COM NEW 482480100 6,058 31,150 SH   SOLE   31,150 0 0
IMPERIAL OIL LTD COM NEW 453038408 399 24,801 SH   SOLE   24,801 0 0
LAM RESEARCH CORP COM 512807108 5,893 18,220 SH   SOLE   18,220 0 0
EOG RES INC COM 26875P101 317 6,250 SH   SOLE   6,250 0 0
MICROSOFT CORP COM 594918104 6,746 33,150 SH   SOLE   33,150 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,371 93,100 SH   SOLE   93,100 0 0
PAYCHEX INC COM 704326107 458 6,047 SH   SOLE   6,047 0 0
ENBRIDGE INC COM 29250N105 395 13,000 SH   SOLE   13,000 0 0
ITRON INC COM 465741106 272 4,100 SH   SOLE   4,100 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,661 14,580 SH   SOLE   14,580 0 0
GENTHERM INC COM 37253A103 313 8,032 SH   SOLE   8,032 0 0
ALPHABET INC CAP STK CL C 02079K107 59 42 SH   SOLE   42 0 0
OTIS WORLDWIDE CORP COM 68902V107 451 7,928 SH   SOLE   7,928 0 0
ON SEMICONDUCTOR CORP COM 682189105 405 20,442 SH   SOLE   20,442 0 0
PIONEER NAT RES CO COM 723787107 352 3,600 SH   SOLE   3,600 0 0
CHEVRON CORP NEW COM 166764100 402 4,500 SH   SOLE   4,500 0 0
NVIDIA CORPORATION COM 67066G104 6,609 17,397 SH   SOLE   17,397 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 7,322 56,220 SH   SOLE   56,220 0 0
DANA INCORPORATED COM 235825205 38 3,150 SH   SOLE   3,150 0 0
FIRST SOLAR INC COM 336433107 322 6,500 SH   SOLE   6,500 0 0
ALPHABET INC CAP STK CL A 02079K305 5,672 4,000 SH   SOLE   4,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 225 19,800 SH   SOLE   19,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,545 11,800 SH   SOLE   11,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,402 18,270 SH   SOLE   18,270 0 0
SUNCOR ENERGY INC NEW COM 867224107 330 19,576 SH   SOLE   19,576 0 0
CISCO SYS INC COM 17275R102 5,845 125,325 SH   SOLE   125,325 0 0
CONOCOPHILLIPS COM 20825C104 340 8,100 SH   SOLE   8,100 0 0
TESLA INC COM 88160R101 75 69 SH   SOLE   69 0 0
NETEASE INC SPONSORED ADS 64110W102 2,823 6,575 SH   SOLE   6,575 0 0
AMAZON COM INC COM 023135106 5,959 2,160 SH   SOLE   2,160 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 61 1,074 SH   SOLE   1,074 0 0
GALLAGHER ARTHUR J & CO COM 363576109 412 4,223 SH   SOLE   4,223 0 0
ANSYS INC COM 03662Q105 65 222 SH   SOLE   222 0 0
AFLAC INC COM 001055102 509 14,139 SH   SOLE   14,139 0 0
ABBVIE INC COM 00287Y109 444 4,518 SH   SOLE   4,518 0 0
TPI COMPOSITES INC COM 87266J104 293 12,550 SH   SOLE   12,550 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,876 82,930 SH   SOLE   82,930 0 0
EXXON MOBIL CORP COM 30231G102 434 9,700 SH   SOLE   9,700 0 0
AMERESCO INC CL A 02361E108 417 15,000 SH   SOLE   15,000 0 0
V F CORP COM 918204108 427 7,009 SH   SOLE   7,009 0 0
FACEBOOK INC CL A 30303M102 5,379 23,690 SH   SOLE   23,690 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 111 31,980 SH   SOLE   31,980 0 0
POWER INTEGRATIONS INC COM 739276103 67 570 SH   SOLE   570 0 0
VISA INC COM CL A 92826C839 5,463 28,280 SH   SOLE   28,280 0 0
DANAHER CORPORATION COM 235851102 5,819 32,909 SH   SOLE   32,909 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 431 6,991 SH   SOLE   6,991 0 0
APPLIED MATLS INC COM 038222105 6,150 101,740 SH   SOLE   101,740 0 0
PAYPAL HLDGS INC COM 70450Y103 6,251 35,877 SH   SOLE   35,877 0 0
AMPHENOL CORP NEW CL A 032095101 53 558 SH   SOLE   558 0 0
LEAR CORP COM NEW 521865204 51 465 SH   SOLE   465 0 0
NEXTERA ENERGY INC COM 65339F101 336 1,400 SH   SOLE   1,400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,310 57,973 SH   SOLE   57,973 0 0
CME GROUP INC COM 12572Q105 381 2,342 SH   SOLE   2,342 0 0
NIKE INC CL B 654106103 5,411 55,183 SH   SOLE   55,183 0 0
BLACKROCK INC COM 09247X101 431 793 SH   SOLE   793 0 0
PROCTER AND GAMBLE CO COM 742718109 401 3,354 SH   SOLE   3,354 0 0
QUANTA SVCS INC COM 74762E102 60 1,539 SH   SOLE   1,539 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 72 561 SH   SOLE   561 0 0
JOHNSON & JOHNSON COM 478160104 498 3,542 SH   SOLE   3,542 0 0
CANADIAN SOLAR INC COM 136635109 301 15,600 SH   SOLE   15,600 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 412 5,550 SH   SOLE   5,550 0 0
VALERO ENERGY CORP COM 91913Y100 410 6,969 SH   SOLE   6,969 0 0
SCHLUMBERGER LTD COM 806857108 294 16,000 SH   SOLE   16,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 398 2,279 SH   SOLE   2,279 0 0
BROADCOM INC COM 11135F101 452 1,433 SH   SOLE   1,433 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 194 1,400 SH   SOLE   1,400 0 0
CANADIAN NAT RES LTD COM 136385101 310 17,900 SH   SOLE   17,900 0 0
ANALOG DEVICES INC COM 032654105 61 498 SH   SOLE   498 0 0
ORMAT TECHNOLOGIES INC COM 686688102 289 4,559 SH   SOLE   4,559 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,268 14,540 SH   SOLE   14,540 0 0
ADOBE INC COM 00724F101 6,547 15,040 SH   SOLE   15,040 0 0