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 30,598 404,090 SH   SOLE 404,090 0 0
ACTIVISION BLIZZARD INC COM 00507V109 15 277 SH   SOLE 277 0 0
ACUITY BRANDS INC COM 00508Y102 470 3,490 SH   SOLE 3,490 0 0
ADOBE INC COM 00724F101 6,906 25,000 SH   SOLE 25,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 204 2,448 SH   SOLE 2,448 0 0
AFLAC INC COM 001055102 32,592 622,940 SH   SOLE 622,940 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 215 7,340 SH   SOLE 7,340 0 0
ALPHABET INC CAP STK CL A 02079K305 8,280 6,781 SH   SOLE 6,781 0 0
AMAZON COM INC COM 023135106 6,805 3,920 SH   SOLE 3,920 0 0
AMERESCO INC CL A 02361E108 479 29,800 SH   SOLE 29,800 0 0
AMERIPRISE FINL INC COM 03076C106 228 1,550 SH   SOLE 1,550 0 0
AMETEK INC NEW COM 031100100 13 142 SH   SOLE 142 0 0
ANSYS INC COM 03662Q105 13 58 SH   SOLE 58 0 0
ANTHEM INC COM 036752103 11 47 SH   SOLE 47 0 0
APACHE CORP COM 037411105 6,897 269,407 SH   SOLE 269,407 0 0
APPLE INC COM 037833100 14 63 SH   SOLE 63 0 0
APPLIED MATLS INC COM 038222105 8,793 176,230 SH   SOLE 176,230 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 190 7,100 SH   SOLE 7,100 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 107 3,000 SH   SOLE 3,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 121 1,460 SH   SOLE 1,460 0 0
BAIDU INC SPON ADR REP A 056752108 117 1,140 SH   SOLE 1,140 0 0
BLACKROCK INC COM 09247X101 27,986 62,800 SH   SOLE 62,800 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 202 4,140 SH   SOLE 4,140 0 0
BOOKING HLDGS INC COM 09857L108 14 7 SH   SOLE 7 0 0
BROADCOM INC COM 11135F101 27,769 100,587 SH   SOLE 100,587 0 0
CANADIAN NAT RES LTD COM 136385101 9,114 342,331 SH   SOLE 342,331 0 0
CANADIAN SOLAR INC COM 136635109 425 22,500 SH   SOLE 22,500 0 0
CARLISLE COS INC COM 142339100 27 183 SH   SOLE 183 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 11 99 SH   SOLE 99 0 0
CHEVRON CORP NEW COM 166764100 7,970 67,200 SH   SOLE 67,200 0 0
CIGNA CORP NEW COM 125523100 12 82 SH   SOLE 82 0 0
CISCO SYS INC COM 17275R102 34,776 703,836 SH   SOLE 703,836 0 0
CITRIX SYS INC COM 177376100 11 116 SH   SOLE 116 0 0
CME GROUP INC COM 12572Q105 28,681 135,710 SH   SOLE 135,710 0 0
COGNEX CORP COM 192422103 14 282 SH   SOLE 282 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,146 118,575 SH   SOLE 118,575 0 0
COMCAST CORP NEW CL A 20030N101 7,906 175,370 SH   SOLE 175,370 0 0
CONOCOPHILLIPS COM 20825C104 8,718 153,000 SH   SOLE 153,000 0 0
DANAHER CORPORATION COM 235851102 7,521 52,074 SH   SOLE 52,074 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 558 12,100 SH   SOLE 12,100 0 0
DELUXE CORP COM 248019101 12 253 SH   SOLE 253 0 0
DESCARTES SYS GROUP INC COM 249906108 13 310 SH   SOLE 310 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,654 276,576 SH   SOLE 276,576 0 0
ENBRIDGE INC COM 29250N105 8,149 232,300 SH   SOLE 232,300 0 0
ENCANA CORP COM 292505104 5,764 1,252,944 SH   SOLE 1,252,944 0 0
EURONET WORLDWIDE INC COM 298736109 12 82 SH   SOLE 82 0 0
F5 NETWORKS INC COM 315616102 11 81 SH   SOLE 81 0 0
FACEBOOK INC CL A 30303M102 6,873 38,591 SH   SOLE 38,591 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14 103 SH   SOLE 103 0 0
FIRST SOLAR INC COM 336433107 418 7,200 SH   SOLE 7,200 0 0
FRANKLIN RES INC COM 354613101 209 7,240 SH   SOLE 7,240 0 0
GALLAGHER ARTHUR J & CO COM 363576109 26,757 298,723 SH   SOLE 298,723 0 0
GAMCO INVESTORS INC CL A COM 361438104 59 3,000 SH   SOLE 3,000 0 0
GENTHERM INC COM 37253A103 440 10,700 SH   SOLE 10,700 0 0
HALLIBURTON CO COM 406216101 6,850 363,386 SH   SOLE 363,386 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 3,862 479,195 SH   SOLE 479,195 0 0
HONEYWELL INTL INC COM 438516106 14 80 SH   SOLE 80 0 0
ILLINOIS TOOL WKS INC COM 452308109 27,450 175,408 SH   SOLE 175,408 0 0
IMPERIAL OIL LTD COM NEW 453038408 8,512 326,666 SH   SOLE 326,666 0 0
INFOSYS LTD SPONSORED ADR 456788108 45 3,950 SH   SOLE 3,950 0 0
INNOSPEC INC COM 45768S105 12 131 SH   SOLE 131 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,926 85,904 SH   SOLE 85,904 0 0
JOHNSON & JOHNSON COM 478160104 26,937 208,199 SH   SOLE 208,199 0 0
JONES LANG LASALLE INC COM 48020Q107 13 92 SH   SOLE 92 0 0
KKR & CO INC CL A 48251W104 215 8,000 SH   SOLE 8,000 0 0
KLA CORPORATION COM NEW 482480100 10,189 63,897 SH   SOLE 63,897 0 0
LAM RESEARCH CORP COM 512807108 9,614 41,600 SH   SOLE 41,600 0 0
LKQ CORP COM 501889208 13 417 SH   SOLE 417 0 0
MICROSOFT CORP COM 594918104 26,460 190,319 SH   SOLE 190,319 0 0
MONDELEZ INTL INC CL A 609207105 14 251 SH   SOLE 251 0 0
NASDAQ INC COM 631103108 217 2,177 SH   SOLE 2,177 0 0
NETEASE INC SPONSORED ADS 64110W102 169 631 SH   SOLE 631 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,831 79,733 SH   SOLE 79,733 0 0
NIKE INC CL B 654106103 8,292 88,290 SH   SOLE 88,290 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 111 3,810 SH   SOLE 3,810 0 0
NOBLE ENERGY INC COM 655044105 6,593 293,525 SH   SOLE 293,525 0 0
NVIDIA CORP COM 67066G104 8,176 46,970 SH   SOLE 46,970 0 0
OASIS PETE INC NEW COM 674215108 2,770 800,600 SH   SOLE 800,600 0 0
OCCIDENTAL PETE CORP COM 674599105 8,109 182,350 SH   SOLE 182,350 0 0
ON SEMICONDUCTOR CORP COM 682189105 415 21,600 SH   SOLE 21,600 0 0
ORMAT TECHNOLOGIES INC COM 686688102 522 7,020 SH   SOLE 7,020 0 0
PAYCHEX INC COM 704326107 26,032 314,504 SH   SOLE 314,504 0 0
PAYPAL HLDGS INC COM 70450Y103 6,688 64,560 SH   SOLE 64,560 0 0
PRICE T ROWE GROUP INC COM 74144T108 206 1,800 SH   SOLE 1,800 0 0
PROCTER & GAMBLE CO COM 742718109 29,828 239,810 SH   SOLE 239,810 0 0
PVH CORP COM 693656100 14 157 SH   SOLE 157 0 0
QUALCOMM INC COM 747525103 6,321 82,870 SH   SOLE 82,870 0 0
QUANTA SVCS INC COM 74762E102 469 12,400 SH   SOLE 12,400 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 209 2,530 SH   SOLE 2,530 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,164 20,090 SH   SOLE 20,090 0 0
SCHLUMBERGER LTD COM 806857108 7,039 206,000 SH   SOLE 206,000 0 0
SCULPTOR CAP MGMT COM CL A 811246107 45 2,320 SH   SOLE 2,320 0 0
SMUCKER J M CO COM NEW 832696405 12 105 SH   SOLE 105 0 0
STANLEY BLACK & DECKER INC COM 854502101 25 179 SH   SOLE 179 0 0
STATE STR CORP COM 857477103 231 3,910 SH   SOLE 3,910 0 0
SUNCOR ENERGY INC NEW COM 867224107 8,688 275,262 SH   SOLE 275,262 0 0
SUNPOWER CORP COM 867652406 1,848 168,500 SH   SOLE 168,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14 49 SH   SOLE 49 0 0
TPI COMPOSITES INC COM 87266J104 317 16,900 SH   SOLE 16,900 0 0
UNIT CORP COM 909218109 1,040 307,823 SH   SOLE 307,823 0 0
UNITED TECHNOLOGIES CORP COM 913017109 27,542 201,740 SH   SOLE 201,740 0 0
V F CORP COM 918204108 27,327 307,088 SH   SOLE 307,088 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,434 98,947 SH   SOLE 98,947 0 0
VISA INC COM CL A 92826C839 13 76 SH   SOLE 76 0 0