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 52,615 486,190 SH   SOLE   486,190 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 19,813 41,680 SH   SOLE   41,680 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 222 1,490 SH   SOLE   1,490 0 0
AFLAC INC COM 001055102 64,543 1,261,090 SH   SOLE   1,261,090 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 303 2,383 SH   SOLE   2,383 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 197 870 SH   SOLE   870 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 224 5,590 SH   SOLE   5,590 0 0
ALPHABET INC CAP STK CL A 02079K305 19,656 9,530 SH   SOLE   9,530 0 0
AMAZON COM INC COM 023135106 18,518 5,985 SH   SOLE   5,985 0 0
AMERESCO INC CL A 02361E108 18,927 389,200 SH   SOLE   389,200 0 0
AMERIPRISE FINL INC COM 03076C106 225 970 SH   SOLE   970 0 0
ANSYS INC COM 03662Q105 303 893 SH   SOLE   893 0 0
APPLIED MATLS INC COM 038222105 23,450 175,520 SH   SOLE   175,520 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 247 4,400 SH   SOLE   4,400 0 0
ARISTA NETWORKS INC COM 040413106 309 1,023 SH   SOLE   1,023 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 90 2,500 SH   SOLE   2,500 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 239 2,560 SH   SOLE   2,560 0 0
BAIDU INC SPON ADR REP A 056752108 311 1,430 SH   SOLE   1,430 0 0
BLACKROCK INC COM 09247X101 52,307 69,377 SH   SOLE   69,377 0 0
BLACKSTONE GROUP INC COM 09260D107 260 3,490 SH   SOLE   3,490 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 20,460 324,090 SH   SOLE   324,090 0 0
BROADCOM INC COM 11135F101 55,125 118,890 SH   SOLE   118,890 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 319 2,331 SH   SOLE   2,331 0 0
CANADIAN NAT RES LTD COM 136385101 5,821 188,331 SH   SOLE   188,331 0 0
CANADIAN SOLAR INC COM 136635109 18,730 377,400 SH   SOLE   377,400 0 0
CHEVRON CORP NEW COM 166764100 7,954 75,900 SH   SOLE   75,900 0 0
CI FINL CORP COM 125491100 191 13,200 SH   SOLE   13,200 0 0
CISCO SYS INC COM 17275R102 77,751 1,503,602 SH   SOLE   1,503,602 0 0
CME GROUP INC COM 12572Q105 56,682 277,540 SH   SOLE   277,540 0 0
COMCAST CORP NEW CL A 20030N101 20,962 387,400 SH   SOLE   387,400 0 0
CONOCOPHILLIPS COM 20825C104 6,293 118,800 SH   SOLE   118,800 0 0
DANAHER CORPORATION COM 235851102 19,294 85,720 SH   SOLE   85,720 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,886 315,126 SH   SOLE   315,126 0 0
ENBRIDGE INC COM 29250N105 7,382 202,800 SH   SOLE   202,800 0 0
ENPHASE ENERGY INC COM 29355A107 9,146 56,400 SH   SOLE   56,400 0 0
ENTEGRIS INC COM 29362U104 318 2,841 SH   SOLE   2,841 0 0
EOG RES INC COM 26875P101 7,264 100,150 SH   SOLE   100,150 0 0
EXXON MOBIL CORP COM 30231G102 8,308 148,800 SH   SOLE   148,800 0 0
FACEBOOK INC CL A 30303M102 22,393 76,030 SH   SOLE   76,030 0 0
FIRST SOLAR INC COM 336433107 19,717 225,850 SH   SOLE   225,850 0 0
FORTIVE CORP COM 34959J108 302 4,276 SH   SOLE   4,276 0 0
FRANKLIN RESOURCES INC COM 354613101 208 7,016 SH   SOLE   7,016 0 0
GALLAGHER ARTHUR J & CO COM 363576109 49,042 393,060 SH   SOLE   393,060 0 0
GAMCO INVS INC CL A COM 361438104 46 2,500 SH   SOLE   2,500 0 0
GENTHERM INC COM 37253A103 19,246 259,700 SH   SOLE   259,700 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,590 314,795 SH   SOLE   314,795 0 0
HENRY JACK & ASSOC INC COM 426281101 299 1,974 SH   SOLE   1,974 0 0
HUBBELL INC COM 443510607 21,317 114,060 SH   SOLE   114,060 0 0
IDEX CORP COM 45167R104 305 1,459 SH   SOLE   1,459 0 0
ILLINOIS TOOL WKS INC COM 452308109 59,879 270,308 SH   SOLE   270,308 0 0
IMPERIAL OIL LTD COM NEW 453038408 6,916 285,566 SH   SOLE   285,566 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,638 175,840 SH   SOLE   175,840 0 0
ITRON INC COM 465741106 16,910 190,750 SH   SOLE   190,750 0 0
JD.COM INC SPON ADR CL A 47215P106 210 2,490 SH   SOLE   2,490 0 0
JOHNSON & JOHNSON COM 478160104 51,467 313,153 SH   SOLE   313,153 0 0
KKR & CO INC COM 48251W104 256 5,250 SH   SOLE   5,250 0 0
KLA CORP COM NEW 482480100 23,078 69,850 SH   SOLE   69,850 0 0
LAM RESEARCH CORP COM 512807108 20,881 35,080 SH   SOLE   35,080 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,370 60,020 SH   SOLE   60,020 0 0
MICROSOFT CORP COM 594918104 72,030 305,510 SH   SOLE   305,510 0 0
NASDAQ INC COM 631103108 232 1,575 SH   SOLE   1,575 0 0
NETEASE INC SPONSORED ADS 64110W102 5,498 53,245 SH   SOLE   53,245 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 18,541 1,324,340 SH   SOLE   1,324,340 0 0
NEXTERA ENERGY INC COM 65339F101 21,572 285,300 SH   SOLE   285,300 0 0
NIKE INC CL B 654106103 18,695 140,680 SH   SOLE   140,680 0 0
NVIDIA CORPORATION COM 67066G104 21,485 40,240 SH   SOLE   40,240 0 0
ON SEMICONDUCTOR CORP COM 682189105 21,071 506,400 SH   SOLE   506,400 0 0
ORMAT TECHNOLOGIES INC COM 686688102 13,972 177,920 SH   SOLE   177,920 0 0
OTIS WORLDWIDE CORP COM 68902V107 51,114 746,730 SH   SOLE   746,730 0 0
PAYCHEX INC COM 704326107 50,357 513,740 SH   SOLE   513,740 0 0
PAYPAL HLDGS INC COM 70450Y103 20,078 82,680 SH   SOLE   82,680 0 0
PEPSICO INC COM 713448108 46,213 326,710 SH   SOLE   326,710 0 0
PERKINELMER INC COM 714046109 292 2,276 SH   SOLE   2,276 0 0
PIONEER NAT RES CO COM 723787107 7,326 46,125 SH   SOLE   46,125 0 0
PRICE T ROWE GROUP INC COM 74144T108 221 1,290 SH   SOLE   1,290 0 0
PROCTER AND GAMBLE CO COM 742718109 49,118 362,680 SH   SOLE   362,680 0 0
QUALCOMM INC COM 747525103 5,090 38,390 SH   SOLE   38,390 0 0
RAYMOND JAMES FINL INC COM 754730109 214 1,747 SH   SOLE   1,747 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 55,021 712,060 SH   SOLE   712,060 0 0
ROPER TECHNOLOGIES INC COM 776696106 20,841 51,670 SH   SOLE   51,670 0 0
SCHLUMBERGER LTD COM 806857108 6,376 234,500 SH   SOLE   234,500 0 0
SCULPTOR CAP MGMT COM CL A 811246107 51 2,320 SH   SOLE   2,320 0 0
SMITH A O CORP COM 831865209 292 4,313 SH   SOLE   4,313 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 9,313 32,400 SH   SOLE   32,400 0 0
STATE STR CORP COM 857477103 216 2,570 SH   SOLE   2,570 0 0
SUNCOR ENERGY INC NEW COM 867224107 6,899 330,082 SH   SOLE   330,082 0 0
SUNPOWER CORP COM 867652406 2,930 87,600 SH   SOLE   87,600 0 0
TERADYNE INC COM 880770102 312 2,563 SH   SOLE   2,563 0 0
TETRA TECH INC NEW COM 88162G103 303 2,229 SH   SOLE   2,229 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,068 41,780 SH   SOLE   41,780 0 0
TPI COMPOSITES INC COM 87266J104 10,093 178,850 SH   SOLE   178,850 0 0
TREX CO INC COM 89531P105 294 3,207 SH   SOLE   3,207 0 0
V F CORP COM 918204108 47,037 588,550 SH   SOLE   588,550 0 0
VALERO ENERGY CORP COM 91913Y100 7,235 101,047 SH   SOLE   101,047 0 0
VISA INC COM CL A 92826C839 20,728 97,900 SH   SOLE   97,900 0 0
XYLEM INC COM 98419M100 296 2,810 SH   SOLE   2,810 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 308 634 SH   SOLE   634 0 0