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 54,867 487,460 SH   SOLE   487,460 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 24,814 42,370 SH   SOLE   42,370 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 338 2,190 SH   SOLE   2,190 0 0
AFLAC INC COM 001055102 60,718 1,132,330 SH   SOLE   1,132,330 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 415 2,806 SH   SOLE   2,806 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 206 910 SH   SOLE   910 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 372 7,990 SH   SOLE   7,990 0 0
ALPHABET INC CAP STK CL A 02079K305 23,661 9,690 SH   SOLE   9,690 0 0
AMAZON COM INC COM 023135106 20,933 6,085 SH   SOLE   6,085 0 0
AMERESCO INC CL A 02361E108 27,616 440,300 SH   SOLE   440,300 0 0
AMERIPRISE FINL INC COM 03076C106 321 1,290 SH   SOLE   1,290 0 0
ANSYS INC COM 03662Q105 437 1,259 SH   SOLE   1,259 0 0
APPLE INC COM 037833100 22,815 166,580 SH   SOLE   166,580 0 0
APPLIED MATLS INC COM 038222105 25,411 178,450 SH   SOLE   178,450 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 401 6,300 SH   SOLE   6,300 0 0
ARISTA NETWORKS INC COM 040413106 411 1,134 SH   SOLE   1,134 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 97 2,500 SH   SOLE   2,500 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 266 4,160 SH   SOLE   4,160 0 0
BAIDU INC SPON ADR REP A 056752108 363 1,780 SH   SOLE   1,780 0 0
BLACKROCK INC COM 09247X101 57,590 65,867 SH   SOLE   65,867 0 0
BLACKSTONE GROUP INC COM 09260D107 426 4,390 SH   SOLE   4,390 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 22,015 329,460 SH   SOLE   329,460 0 0
BROADCOM INC COM 11135F101 56,804 119,210 SH   SOLE   119,210 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 452 3,300 SH   SOLE   3,300 0 0
CANADIAN NAT RES LTD COM 136385101 8,410 249,914 SH   SOLE   249,914 0 0
CANADIAN SOLAR INC COM 136635109 21,734 484,700 SH   SOLE   484,700 0 0
CHEVRON CORP NEW COM 166764100 9,661 99,279 SH   SOLE   99,279 0 0
CI FINL CORP COM 125491100 355 19,300 SH   SOLE   19,300 0 0
CISCO SYS INC COM 17275R102 80,180 1,513,612 SH   SOLE   1,513,612 0 0
CME GROUP INC COM 12572Q105 59,138 278,260 SH   SOLE   278,260 0 0
COMCAST CORP NEW CL A 20030N101 22,456 393,820 SH   SOLE   393,820 0 0
CONOCOPHILLIPS COM 20825C104 8,671 153,461 SH   SOLE   153,461 0 0
DANAHER CORPORATION COM 235851102 23,385 87,140 SH   SOLE   87,140 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,338 379,026 SH   SOLE   379,026 0 0
ENBRIDGE INC COM 29250N105 9,933 267,350 SH   SOLE   267,350 0 0
ENPHASE ENERGY INC COM 29355A107 13,974 76,100 SH   SOLE   76,100 0 0
ENTEGRIS INC COM 29362U104 435 3,541 SH   SOLE   3,541 0 0
EOG RES INC COM 26875P101 9,652 124,320 SH   SOLE   124,320 0 0
EXXON MOBIL CORP COM 30231G102 10,881 184,800 SH   SOLE   184,800 0 0
FACEBOOK INC CL A 30303M102 26,875 77,290 SH   SOLE   77,290 0 0
FIRST SOLAR INC COM 336433107 26,216 289,650 SH   SOLE   289,650 0 0
FORTIVE CORP COM 34959J108 403 5,772 SH   SOLE   5,772 0 0
FRANKLIN RESOURCES INC COM 354613101 276 8,616 SH   SOLE   8,616 0 0
GALLAGHER ARTHUR J & CO COM 363576109 55,164 394,080 SH   SOLE   394,080 0 0
GAMCO INVS INC CL A COM 361438104 63 2,500 SH   SOLE   2,500 0 0
GENTHERM INC COM 37253A103 22,729 319,900 SH   SOLE   319,900 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,129 397,095 SH   SOLE   397,095 0 0
HENRY JACK & ASSOC INC COM 426281101 424 2,591 SH   SOLE   2,591 0 0
HUBBELL INC COM 443510607 25,683 137,460 SH   SOLE   137,460 0 0
IDEX CORP COM 45167R104 408 1,855 SH   SOLE   1,855 0 0
ILLINOIS TOOL WKS INC COM 452308109 55,794 249,748 SH   SOLE   249,748 0 0
IMPERIAL OIL LTD COM NEW 453038408 9,370 331,966 SH   SOLE   331,966 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 21,218 178,750 SH   SOLE   178,750 0 0
ITRON INC COM 465741106 23,760 237,650 SH   SOLE   237,650 0 0
JD.COM INC SPON ADR CL A 47215P106 213 2,670 SH   SOLE   2,670 0 0
JOHNSON & JOHNSON COM 478160104 56,025 340,333 SH   SOLE   340,333 0 0
KKR & CO INC COM 48251W104 418 7,050 SH   SOLE   7,050 0 0
KLA CORP COM NEW 482480100 23,100 71,251 SH   SOLE   71,251 0 0
LAM RESEARCH CORP COM 512807108 23,210 35,670 SH   SOLE   35,670 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,274 61,010 SH   SOLE   61,010 0 0
MICROSOFT CORP COM 594918104 83,251 307,470 SH   SOLE   307,470 0 0
NASDAQ INC COM 631103108 418 2,375 SH   SOLE   2,375 0 0
NETEASE INC SPONSORED ADS 64110W102 6,260 54,347 SH   SOLE   54,347 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 23 2,820 SH   SOLE   2,820 0 0
NEXTERA ENERGY INC COM 65339F101 26,022 355,100 SH   SOLE   355,100 0 0
NIKE INC CL B 654106103 22,094 143,010 SH   SOLE   143,010 0 0
NVIDIA CORPORATION COM 67066G104 22,475 28,090 SH   SOLE   28,090 0 0
ON SEMICONDUCTOR CORP COM 682189105 23,580 616,000 SH   SOLE   616,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 16,640 239,320 SH   SOLE   239,320 0 0
OTIS WORLDWIDE CORP COM 68902V107 61,175 748,670 SH   SOLE   748,670 0 0
PAYCHEX INC COM 704326107 61,323 571,920 SH   SOLE   571,920 0 0
PAYPAL HLDGS INC COM 70450Y103 24,499 84,050 SH   SOLE   84,050 0 0
PEPSICO INC COM 713448108 57,479 388,210 SH   SOLE   388,210 0 0
PERKINELMER INC COM 714046109 449 2,907 SH   SOLE   2,907 0 0
PIONEER NAT RES CO COM 723787107 8,967 59,225 SH   SOLE   59,225 0 0
PRICE T ROWE GROUP INC COM 74144T108 414 2,090 SH   SOLE   2,090 0 0
PROCTER AND GAMBLE CO COM 742718109 56,395 418,260 SH   SOLE   418,260 0 0
QUALCOMM INC COM 747525103 6,401 44,815 SH   SOLE   44,815 0 0
RAYMOND JAMES FINL INC COM 754730109 344 2,647 SH   SOLE   2,647 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 55,979 656,660 SH   SOLE   656,660 0 0
ROPER TECHNOLOGIES INC COM 776696106 24,700 52,530 SH   SOLE   52,530 0 0
SCHLUMBERGER LTD COM STK 806857108 8,918 297,800 SH   SOLE   297,800 0 0
SCULPTOR CAP MGMT COM CL A 811246107 57 2,320 SH   SOLE   2,320 0 0
SMITH A O CORP COM 831865209 436 6,053 SH   SOLE   6,053 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 12,160 44,000 SH   SOLE   44,000 0 0
STATE STR CORP COM 857477103 302 3,670 SH   SOLE   3,670 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,548 428,897 SH   SOLE   428,897 0 0
SUNPOWER CORP COM 867652406 2,990 107,500 SH   SOLE   107,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 19,895 165,910 SH   SOLE   165,910 0 0
TERADYNE INC COM 880770102 422 3,148 SH   SOLE   3,148 0 0
TETRA TECH INC NEW COM 88162G103 403 3,306 SH   SOLE   3,306 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,425 42,470 SH   SOLE   42,470 0 0
TPI COMPOSITES INC COM 87266J104 10,868 224,450 SH   SOLE   224,450 0 0
TREX CO INC COM 89531P105 433 4,238 SH   SOLE   4,238 0 0
V F CORP COM 918204108 48,372 590,040 SH   SOLE   590,040 0 0
VALERO ENERGY CORP COM 91913Y100 9,499 130,797 SH   SOLE   130,797 0 0
VISA INC COM CL A 92826C839 23,270 99,520 SH   SOLE   99,520 0 0
XYLEM INC COM 98419M100 415 3,462 SH   SOLE   3,462 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 434 819 SH   SOLE   819 0 0