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 654 6,100 SH   SOLE   6,100 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,881 13,757 SH   SOLE   13,757 0 0
AFLAC INC COM 001055102 721 16,211 SH   SOLE   16,211 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,979 8,500 SH   SOLE   8,500 0 0
ALPHABET INC CAP STK CL A 02079K305 7,020 4,005 SH   SOLE   4,005 0 0
ALPHABET INC CAP STK CL C 02079K107 196 112 SH   SOLE   112 0 0
AMAZON COM INC COM 023135106 6,644 2,040 SH   SOLE   2,040 0 0
AMERESCO INC CL A 02361E108 942 18,036 SH   SOLE   18,036 0 0
AMPHENOL CORP NEW CL A 032095101 170 1,302 SH   SOLE   1,302 0 0
ANALOG DEVICES INC COM 032654105 172 1,162 SH   SOLE   1,162 0 0
ANSYS INC COM 03662Q105 188 518 SH   SOLE   518 0 0
APPLIED MATLS INC COM 038222105 6,813 78,940 SH   SOLE   78,940 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,838 28,485 SH   SOLE   28,485 0 0
BAIDU INC SPON ADR REP A 056752108 4,160 19,243 SH   SOLE   19,243 0 0
BLACKROCK INC COM 09247X101 644 892 SH   SOLE   892 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,920 95,430 SH   SOLE   95,430 0 0
BROADCOM INC COM 11135F101 627 1,433 SH   SOLE   1,433 0 0
CANADIAN NAT RES LTD COM 136385101 296 12,300 SH   SOLE   12,300 0 0
CANADIAN SOLAR INC COM 136635109 927 18,091 SH   SOLE   18,091 0 0
CHEVRON CORP NEW COM 166764100 356 4,220 SH   SOLE   4,220 0 0
CISCO SYS INC COM 17275R102 7,392 165,195 SH   SOLE   165,195 0 0
CME GROUP INC COM 12572Q105 603 3,311 SH   SOLE   3,311 0 0
COMCAST CORP NEW CL A 20030N101 6,134 117,060 SH   SOLE   117,060 0 0
CONOCOPHILLIPS COM 20825C104 296 7,400 SH   SOLE   7,400 0 0
CRITEO S A SPONS ADS 226718104 9 425 SH   SOLE   425 0 0
DANA INC COM 235825205 167 8,540 SH   SOLE   8,540 0 0
DANAHER CORPORATION COM 235851102 6,944 31,259 SH   SOLE   31,259 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 758 13,210 SH   SOLE   13,210 0 0
DEVON ENERGY CORP NEW COM 25179M103 286 18,100 SH   SOLE   18,100 0 0
ENBRIDGE INC COM 29250N105 381 11,900 SH   SOLE   11,900 0 0
ENPHASE ENERGY INC COM 29355A107 472 2,687 SH   SOLE   2,687 0 0
EOG RES INC COM 26875P101 282 5,650 SH   SOLE   5,650 0 0
EXXON MOBIL CORP COM 30231G102 385 9,350 SH   SOLE   9,350 0 0
FACEBOOK INC CL A 30303M102 6,479 23,721 SH   SOLE   23,721 0 0
FIRST SOLAR INC COM 336433107 985 9,958 SH   SOLE   9,958 0 0
FLIR SYS INC COM 302445101 125 2,863 SH   SOLE   2,863 0 0
GALLAGHER ARTHUR J & CO COM 363576109 596 4,818 SH   SOLE   4,818 0 0
GENTHERM INC COM 37253A103 1,073 16,451 SH   SOLE   16,451 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 100 23,780 SH   SOLE   23,780 0 0
HUBBELL INC COM 443510607 737 4,705 SH   SOLE   4,705 0 0
HUBSPOT INC COM 443573100 9 22 SH   SOLE   22 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 9 1,030 SH   SOLE   1,030 0 0
ILLINOIS TOOL WKS INC COM 452308109 532 2,609 SH   SOLE   2,609 0 0
IMPERIAL OIL LTD COM NEW 453038408 360 18,951 SH   SOLE   18,951 0 0
INTEL CORP COM 458140100 124 2,485 SH   SOLE   2,485 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,684 57,973 SH   SOLE   57,973 0 0
ITRON INC COM 465741106 897 9,357 SH   SOLE   9,357 0 0
JD.COM INC SPON ADR CL A 47215P106 3,156 35,900 SH   SOLE   35,900 0 0
JOHNSON & JOHNSON COM 478160104 583 3,704 SH   SOLE   3,704 0 0
KLA CORP COM NEW 482480100 6,641 25,650 SH   SOLE   25,650 0 0
LAM RESEARCH CORP COM 512807108 6,763 14,320 SH   SOLE   14,320 0 0
LEAR CORP COM NEW 521865204 195 1,225 SH   SOLE   1,225 0 0
LIVERAMP HLDGS INC COM 53815P108 9 118 SH   SOLE   118 0 0
MAGNITE INC COM 55955D100 9 285 SH   SOLE   285 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,521 18,270 SH   SOLE   18,270 0 0
MEDALLIA INC COM 584021109 8 254 SH   SOLE   254 0 0
MICROSOFT CORP COM 594918104 7,449 33,491 SH   SOLE   33,491 0 0
NETEASE INC SPONSORED ADS 64110W102 2,944 30,735 SH   SOLE   30,735 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 9,982 53,720 SH   SOLE   53,720 0 0
NEW YORK TIMES CO CL A 650111107 9 166 SH   SOLE   166 0 0
NEXTERA ENERGY INC COM 65339F101 1,029 13,337 SH   SOLE   13,337 0 0
NIKE INC CL B 654106103 7,362 52,038 SH   SOLE   52,038 0 0
NVIDIA CORPORATION COM 67066G104 6,421 12,296 SH   SOLE   12,296 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,125 34,382 SH   SOLE   34,382 0 0
ORMAT TECHNOLOGIES INC COM 686688102 841 9,316 SH   SOLE   9,316 0 0
OTIS WORLDWIDE CORP COM 68902V107 603 8,932 SH   SOLE   8,932 0 0
PAYCHEX INC COM 704326107 604 6,487 SH   SOLE   6,487 0 0
PAYPAL HLDGS INC COM 70450Y103 7,805 33,327 SH   SOLE   33,327 0 0
PEGASYSTEMS INC COM 705573103 9 66 SH   SOLE   66 0 0
PEPSICO INC COM 713448108 599 4,041 SH   SOLE   4,041 0 0
PIONEER NAT RES CO COM 723787107 302 2,650 SH   SOLE   2,650 0 0
POWER INTEGRATIONS INC COM 739276103 218 2,660 SH   SOLE   2,660 0 0
PROCTER AND GAMBLE CO COM 742718109 591 4,251 SH   SOLE   4,251 0 0
QUALCOMM INC COM 747525103 111 730 SH   SOLE   730 0 0
QUANTA SVCS INC COM 74762E102 238 3,311 SH   SOLE   3,311 0 0
QUINSTREET INC COM 74874Q100 8 387 SH   SOLE   387 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 590 8,250 SH   SOLE   8,250 0 0
ROKU INC COM CL A 77543R102 9 26 SH   SOLE   26 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,285 14,580 SH   SOLE   14,580 0 0
SALESFORCE COM INC COM 79466L302 8 38 SH   SOLE   38 0 0
SCHLUMBERGER LTD COM 806857108 323 14,800 SH   SOLE   14,800 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 200 1,309 SH   SOLE   1,309 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 493 1,547 SH   SOLE   1,547 0 0
SUNCOR ENERGY INC NEW COM 867224107 315 18,776 SH   SOLE   18,776 0 0
SUNPOWER CORP COM 867652406 167 6,500 SH   SOLE   6,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 250 2,296 SH   SOLE   2,296 0 0
TECHTARGET INC COM 87874R100 9 144 SH   SOLE   144 0 0
TESLA INC COM 88160R101 370 525 SH   SOLE   525 0 0
THE TRADE DESK INC COM CL A 88339J105 8 10 SH   SOLE   10 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,772 14,540 SH   SOLE   14,540 0 0
TPI COMPOSITES INC COM 87266J104 888 16,818 SH   SOLE   16,818 0 0
V F CORP COM 918204108 641 7,509 SH   SOLE   7,509 0 0
VALERO ENERGY CORP COM 91913Y100 355 6,269 SH   SOLE   6,269 0 0
VISA INC COM CL A 92826C839 6,186 28,280 SH   SOLE   28,280 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 9 185 SH   SOLE   185 0 0