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 666 6,174 SH   SOLE   6,174 0 0
ACUITYADS HLDGS INC COM 00510L106 31 4,650 SH   SOLE   4,650 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 7,193 12,493 SH   SOLE   12,493 0 0
AFLAC INC COM 001055102 771 14,789 SH   SOLE   14,789 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,259 8,500 SH   SOLE   8,500 0 0
ALPHABET INC CAP STK CL A 02079K305 7,152 2,675 SH   SOLE   2,675 0 0
ALPHABET INC CAP STK CL C 02079K107 485 182 SH   SOLE   182 0 0
AMAZON COM INC COM 023135106 7,066 2,151 SH   SOLE   2,151 0 0
AMERESCO INC CL A 02361E108 1,315 22,498 SH   SOLE   22,498 0 0
AMPHENOL CORP NEW CL A 032095101 7,303 99,725 SH   SOLE   99,725 0 0
ANALOG DEVICES INC COM 032654105 425 2,535 SH   SOLE   2,535 0 0
APPLE INC COM 037833100 7,112 50,258 SH   SOLE   50,258 0 0
APPLIED MATLS INC COM 038222105 7,488 58,170 SH   SOLE   58,170 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 3,366 71,715 SH   SOLE   71,715 0 0
BAIDU INC SPON ADR REP A 056752108 2,118 13,780 SH   SOLE   13,780 0 0
BLACKROCK INC COM 09247X101 733 874 SH   SOLE   874 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,052 119,187 SH   SOLE   119,187 0 0
BROADCOM INC COM 11135F101 1,292 2,665 SH   SOLE   2,665 0 0
CANADIAN NAT RES LTD COM 136385101 446 12,200 SH   SOLE   12,200 0 0
CANADIAN SOLAR INC COM 136635109 961 27,794 SH   SOLE   27,794 0 0
CHEVRON CORP NEW COM 166764100 418 4,120 SH   SOLE   4,120 0 0
CISCO SYS INC COM 17275R102 7,683 141,157 SH   SOLE   141,157 0 0
CME GROUP INC COM 12572Q105 603 3,117 SH   SOLE   3,117 0 0
COMCAST CORP NEW CL A 20030N101 7,286 130,268 SH   SOLE   130,268 0 0
CONOCOPHILLIPS COM 20825C104 501 7,400 SH   SOLE   7,400 0 0
CRITEO S A SPONS ADS 226718104 147 4,020 SH   SOLE   4,020 0 0
DANA INC COM 235825205 353 15,860 SH   SOLE   15,860 0 0
DANAHER CORPORATION COM 235851102 7,144 23,465 SH   SOLE   23,465 0 0
DEVON ENERGY CORP NEW COM 25179M103 472 13,300 SH   SOLE   13,300 0 0
DIGITAL TURBINE INC COM NEW 25400W102 96 1,400 SH   SOLE   1,400 0 0
ENBRIDGE INC COM 29250N105 450 11,300 SH   SOLE   11,300 0 0
ENPHASE ENERGY INC COM 29355A107 617 4,114 SH   SOLE   4,114 0 0
EOG RES INC COM 26875P101 454 5,650 SH   SOLE   5,650 0 0
EXXON MOBIL CORP COM 30231G102 468 7,950 SH   SOLE   7,950 0 0
FACEBOOK INC CL A 30303M102 7,211 21,247 SH   SOLE   21,247 0 0
FIRST SOLAR INC COM 336433107 1,513 15,850 SH   SOLE   15,850 0 0
GALLAGHER ARTHUR J & CO COM 363576109 757 5,094 SH   SOLE   5,094 0 0
GENTHERM INC COM 37253A103 2,025 25,028 SH   SOLE   25,028 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 92 23,780 SH   SOLE   23,780 0 0
HUBBELL INC COM 443510607 1,401 7,756 SH   SOLE   7,756 0 0
HUBSPOT INC COM 443573100 149 220 SH   SOLE   220 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 44 8,040 SH   SOLE   8,040 0 0
ILLINOIS TOOL WKS INC COM 452308109 597 2,889 SH   SOLE   2,889 0 0
IMPERIAL OIL LTD COM NEW 453038408 450 14,251 SH   SOLE   14,251 0 0
INTEL CORP COM 458140100 312 5,863 SH   SOLE   5,863 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,026 61,194 SH   SOLE   61,194 0 0
ITRON INC COM 465741106 1,113 14,708 SH   SOLE   14,708 0 0
JD.COM INC SPON ADR CL A 47215P106 2,709 37,500 SH   SOLE   37,500 0 0
JOHNSON & JOHNSON COM 478160104 633 3,922 SH   SOLE   3,922 0 0
KLA CORP COM NEW 482480100 6,875 20,552 SH   SOLE   20,552 0 0
LAM RESEARCH CORP COM 512807108 6,928 12,172 SH   SOLE   12,172 0 0
LEAR CORP COM NEW 521865204 356 2,275 SH   SOLE   2,275 0 0
LIVERAMP HLDGS INC COM 53815P108 56 1,180 SH   SOLE   1,180 0 0
MAGNITE INC COM 55955D100 62 2,230 SH   SOLE   2,230 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,061 20,309 SH   SOLE   20,309 0 0
MICROSOFT CORP COM 594918104 7,850 27,843 SH   SOLE   27,843 0 0
NETEASE INC SPONSORED ADS 64110W102 2,621 30,691 SH   SOLE   30,691 0 0
NEXTERA ENERGY INC COM 65339F101 1,503 19,150 SH   SOLE   19,150 0 0
NIKE INC CL B 654106103 7,129 49,086 SH   SOLE   49,086 0 0
NVIDIA CORPORATION COM 67066G104 7,741 37,369 SH   SOLE   37,369 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,000 43,679 SH   SOLE   43,679 0 0
ORMAT TECHNOLOGIES INC COM 686688102 912 13,697 SH   SOLE   13,697 0 0
OTIS WORLDWIDE CORP COM 68902V107 778 9,458 SH   SOLE   9,458 0 0
PAYCHEX INC COM 704326107 729 6,483 SH   SOLE   6,483 0 0
PAYPAL HLDGS INC COM 70450Y103 7,078 27,202 SH   SOLE   27,202 0 0
PEGASYSTEMS INC COM 705573103 84 660 SH   SOLE   660 0 0
PEPSICO INC COM 713448108 684 4,547 SH   SOLE   4,547 0 0
PIONEER NAT RES CO COM 723787107 408 2,450 SH   SOLE   2,450 0 0
POWER INTEGRATIONS INC COM 739276103 489 4,940 SH   SOLE   4,940 0 0
PROCTER AND GAMBLE CO COM 742718109 668 4,781 SH   SOLE   4,781 0 0
PUBMATIC INC COM CL A 74467Q103 67 2,550 SH   SOLE   2,550 0 0
QUALCOMM INC COM 747525103 121 941 SH   SOLE   941 0 0
QUANTA SVCS INC COM 74762E102 493 4,329 SH   SOLE   4,329 0 0
QUINSTREET INC COM 74874Q100 68 3,870 SH   SOLE   3,870 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 697 8,104 SH   SOLE   8,104 0 0
ROKU INC COM CL A 77543R102 81 260 SH   SOLE   260 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,025 15,747 SH   SOLE   15,747 0 0
SALESFORCE COM INC COM 79466L302 103 380 SH   SOLE   380 0 0
SCHLUMBERGER LTD COM STK 806857108 371 12,500 SH   SOLE   12,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 401 2,431 SH   SOLE   2,431 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 654 2,466 SH   SOLE   2,466 0 0
SUNCOR ENERGY INC NEW COM 867224107 377 18,176 SH   SOLE   18,176 0 0
SUNPOWER CORP COM 867652406 77 3,400 SH   SOLE   3,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,310 74,427 SH   SOLE   74,427 0 0
TECHTARGET INC COM 87874R100 119 1,440 SH   SOLE   1,440 0 0
TESLA INC COM 88160R101 756 975 SH   SOLE   975 0 0
TEXAS INSTRS INC COM 882508104 727 3,783 SH   SOLE   3,783 0 0
THE TRADE DESK INC COM CL A 88339J105 70 1,000 SH   SOLE   1,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,069 12,373 SH   SOLE   12,373 0 0
TPI COMPOSITES INC COM 87266J104 553 16,366 SH   SOLE   16,366 0 0
TREMOR INTL LTD ADS 89484T104 71 3,832 SH   SOLE   3,832 0 0
V F CORP COM 918204108 537 8,015 SH   SOLE   8,015 0 0
VALERO ENERGY CORP COM 91913Y100 372 5,269 SH   SOLE   5,269 0 0
VISA INC COM CL A 92826C839 7,043 31,620 SH   SOLE   31,620 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 113 1,850 SH   SOLE   1,850 0 0