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 4,314 75,520 SH   SOLE 75,520 0 0
AFFILIATED MANAGERS GROUP COM 008252108 258 1,590 SH   SOLE 1,590 0 0
AFLAC INC COM 001055102 5,158 81,690 SH   SOLE 81,690 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 254 10,840 SH   SOLE 10,840 0 0
ALPHABET INC CAP STK CL A 02079K305 2,441 3,200 SH   SOLE 3,200 0 0
AMERIPRISE FINL INC COM 03076C106 235 2,500 SH   SOLE 2,500 0 0
APACHE CORP COM 037411105 10,675 218,707 SH   SOLE 218,707 0 0
APPLIED MATLS INC COM 038222105 2,611 123,270 SH   SOLE 123,270 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 104 3,700 SH   SOLE 3,700 0 0
BLACKROCK INC COM 09247X101 259 760 SH   SOLE 760 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 234 8,340 SH   SOLE 8,340 0 0
BLOCK H & R INC COM 093671105 5,143 194,678 SH   SOLE 194,678 0 0
BOEING CO COM 097023105 2,539 20,000 SH   SOLE 20,000 0 0
CA INC COM 12673P105 4,444 144,340 SH   SOLE 144,340 0 0
CANADIAN NAT RES LTD COM 136385101 11,069 407,531 SH   SOLE 407,531 0 0
CANADIAN SOLAR INC COM 136635109 152 7,900 SH   SOLE 7,900 0 0
CARRIZO OIL & GAS INC COM 144577103 5,671 183,395 SH   SOLE 183,395 0 0
CHEVRON CORP NEW COM 166764100 10,790 113,100 SH   SOLE 113,100 0 0
CISCO SYS INC COM 17275R102 6,982 245,250 SH   SOLE 245,250 0 0
CME GROUP INC COM 12572Q105 4,211 43,840 SH   SOLE 43,840 0 0
COCA COLA CO COM 191216100 4,840 104,330 SH   SOLE 104,330 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,559 40,810 SH   SOLE 40,810 0 0
COMCAST CORP NEW CL A 20030N101 2,438 39,910 SH   SOLE 39,910 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 230 101,556 SH   SOLE 101,556 0 0
DANAHER CORP DEL COM 235851102 2,511 26,470 SH   SOLE 26,470 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,371 305,076 SH   SOLE 305,076 0 0
ENPHASE ENERGY INC COM 29355A107 130 55,600 SH   SOLE 55,600 0 0
EXXON MOBIL CORP COM 30231G102 10,729 128,352 SH   SOLE 128,352 0 0
FIRST SOLAR INC COM 336433107 157 2,300 SH   SOLE 2,300 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 236 49,320 SH   SOLE 49,320 0 0
FRANKLIN RES INC COM 354613101 251 6,440 SH   SOLE 6,440 0 0
GALLAGHER ARTHUR J & CO COM 363576109 4,470 100,500 SH   SOLE 100,500 0 0
GAMCO INVESTORS INC CL A COM 361438104 137 3,700 SH   SOLE 3,700 0 0
GENERAL DYNAMICS CORP COM 369550108 3,911 29,770 SH   SOLE 29,770 0 0
GILEAD SCIENCES INC COM 375558103 2,380 25,910 SH   SOLE 25,910 0 0
HALLIBURTON CO COM 406216101 10,973 307,186 SH   SOLE 307,186 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 4,366 779,595 SH   SOLE 779,595 0 0
HESS CORP COM 42809H107 10,772 204,602 SH   SOLE 204,602 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,537 44,290 SH   SOLE 44,290 0 0
IMPERIAL OIL LTD COM NEW 453038408 10,680 318,366 SH   SOLE 318,366 0 0
INTEL CORP COM 458140100 2,551 78,860 SH   SOLE 78,860 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,241 9,530 SH   SOLE 9,530 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 5,726 664,982 SH   SOLE 664,982 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 157 7,490 SH   SOLE 7,490 0 0
JOHNSON & JOHNSON COM 478160104 4,356 40,260 SH   SOLE 40,260 0 0
KKR & CO L P DEL COM UNITS 48248M102 239 16,300 SH   SOLE 16,300 0 0
MATTEL INC COM 577081102 4,826 143,550 SH   SOLE 143,550 0 0
MERCK & CO INC NEW COM 58933Y105 4,193 79,250 SH   SOLE 79,250 0 0
MICROSOFT CORP COM 594918104 4,553 82,440 SH   SOLE 82,440 0 0
NASDAQ INC COM 631103108 279 4,200 SH   SOLE 4,200 0 0
NETEASE INC SPONSORED ADR 64110W102 14 100 SH   SOLE 100 0 0
NEWFIELD EXPL CO COM 651290108 10,945 329,175 SH   SOLE 329,175 0 0
NOBLE ENERGY INC COM 655044105 10,297 327,825 SH   SOLE 327,825 0 0
NVIDIA CORP COM 67066G104 2,591 72,710 SH   SOLE 72,710 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 10,850 158,550 SH   SOLE 158,550 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 140 32,200 SH   SOLE 32,200 0 0
ORACLE CORP COM 68389X105 2,563 62,640 SH   SOLE 62,640 0 0
ORMAT TECHNOLOGIES INC COM 686688102 191 4,620 SH   SOLE 4,620 0 0
PAYPAL HLDGS INC COM 70450Y103 2,391 61,940 SH   SOLE 61,940 0 0
PJT PARTNERS INC COM CL A 69343T107 5 208 SH   SOLE 208 0 0
PRICE T ROWE GROUP INC COM 74144T108 250 3,400 SH   SOLE 3,400 0 0
PROCTER & GAMBLE CO COM 742718109 4,246 51,580 SH   SOLE 51,580 0 0
QEP RES INC COM 74733V100 5,995 424,890 SH   SOLE 424,890 0 0
QUALCOMM INC COM 747525103 3,029 59,230 SH   SOLE 59,230 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 261 5,480 SH   SOLE 5,480 0 0
RENESOLA LTD SPONS ADS 75971T103 153 106,220 SH   SOLE 106,220 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,497 13,660 SH   SOLE 13,660 0 0
SCHLUMBERGER LTD COM 806857108 13,396 181,640 SH   SOLE 181,640 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 143 5,700 SH   SOLE 5,700 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,098 879,538 SH   SOLE 879,538 0 0
STATE STR CORP COM 857477103 2,732 46,680 SH   SOLE 46,680 0 0
SUNCOR ENERGY INC NEW COM 867224107 11,129 397,962 SH   SOLE 397,962 0 0
SUNPOWER CORP COM 867652406 4,979 222,877 SH   SOLE 222,877 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,584 98,610 SH   SOLE 98,610 0 0
TEGNA INC COM 87901J105 2,271 96,810 SH   SOLE 96,810 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,972 74,220 SH   SOLE 74,220 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 5,803 583,814 SH   SOLE 583,814 0 0
UNIT CORP COM 909218109 2,730 309,823 SH   SOLE 309,823 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,331 43,270 SH   SOLE 43,270 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,439 162,747 SH   SOLE 162,747 0 0
VERIFONE SYS INC COM 92342Y109 2,794 98,940 SH   SOLE 98,940 0 0
WAL-MART STORES INC COM 931142103 4,165 60,810 SH   SOLE 60,810 0 0
WISDOMTREE INVTS INC COM 97717P104 2,300 201,200 SH   SOLE 201,200 0 0