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 17,747 220,210 SH   SOLE 220,210 0 0
ACTIVISION BLIZZARD INC COM 00507V109 6 140 SH   SOLE 140 0 0
ACUITY BRANDS INC COM 00508Y102 408 3,400 SH   SOLE 3,400 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 256 2,397 SH   SOLE 2,397 0 0
AFLAC INC COM 001055102 25,638 512,760 SH   SOLE 512,760 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 273 9,440 SH   SOLE 9,440 0 0
ALPHABET INC CAP STK CL A 02079K305 6,198 5,267 SH   SOLE 5,267 0 0
AMERESCO INC CL A 02361E108 398 24,600 SH   SOLE 24,600 0 0
AMERIPRISE FINL INC COM 03076C106 263 2,050 SH   SOLE 2,050 0 0
ANADARKO PETE CORP COM 032511107 10,301 226,500 SH   SOLE 226,500 0 0
ANTHEM INC COM 036752103 7 26 SH   SOLE 26 0 0
APACHE CORP COM 037411105 10,551 304,407 SH   SOLE 304,407 0 0
APPLE INC COM 037833100 8 41 SH   SOLE 41 0 0
APPLIED MATLS INC COM 038222105 6,059 152,780 SH   SOLE 152,780 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 253 10,900 SH   SOLE 10,900 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 119 3,000 SH   SOLE 3,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 165 1,570 SH   SOLE 1,570 0 0
BAIDU INC SPON ADR REP A 056752108 5,802 35,190 SH   SOLE 35,190 0 0
BIOGEN INC COM 09062X103 5 23 SH   SOLE 23 0 0
BLACKROCK INC COM 09247X101 282 660 SH   SOLE 660 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 285 8,140 SH   SOLE 8,140 0 0
BOOKING HLDGS INC COM 09857L108 7 4 SH   SOLE 4 0 0
BROADCOM INC COM 11135F101 25,138 83,597 SH   SOLE 83,597 0 0
CANADIAN NAT RES LTD COM 136385101 12,079 439,831 SH   SOLE 439,831 0 0
CANADIAN SOLAR INC COM 136635109 354 19,000 SH   SOLE 19,000 0 0
CARLISLE COS INC COM 142339100 22 180 SH   SOLE 180 0 0
CHEVRON CORP NEW COM 166764100 12,417 100,800 SH   SOLE 100,800 0 0
CIGNA CORP NEW COM 125523100 5 33 SH   SOLE 33 0 0
CISCO SYS INC COM 17275R102 28,865 534,656 SH   SOLE 534,656 0 0
CITRIX SYS INC COM 177376100 16 160 SH   SOLE 160 0 0
CME GROUP INC COM CL A 12572Q105 17,381 105,610 SH   SOLE 105,610 0 0
COGNEX CORP COM 192422103 13 263 SH   SOLE 263 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,858 80,854 SH   SOLE 80,854 0 0
COMCAST CORP NEW CL A 20030N101 6,270 156,840 SH   SOLE 156,840 0 0
CONOCOPHILLIPS COM 20825C104 11,493 172,200 SH   SOLE 172,200 0 0
CVS HEALTH CORP COM 126650100 5 98 SH   SOLE 98 0 0
DANAHER CORPORATION COM 235851102 6,622 50,160 SH   SOLE 50,160 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 449 13,600 SH   SOLE 13,600 0 0
DELUXE CORP COM 248019101 11 253 SH   SOLE 253 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,411 361,576 SH   SOLE 361,576 0 0
ENBRIDGE INC COM 29250N105 12,618 348,000 SH   SOLE 348,000 0 0
ENCANA CORP COM 292505104 10,158 1,402,944 SH   SOLE 1,402,944 0 0
EURONET WORLDWIDE INC COM 298736109 15 102 SH   SOLE 102 0 0
F M C CORP COM NEW 302491303 10 134 SH   SOLE 134 0 0
F5 NETWORKS INC COM 315616102 16 102 SH   SOLE 102 0 0
FACEBOOK INC CL A 30303M102 5,891 35,340 SH   SOLE 35,340 0 0
FIRST SOLAR INC COM 336433107 507 9,600 SH   SOLE 9,600 0 0
FRANKLIN RES INC COM 354613101 266 8,040 SH   SOLE 8,040 0 0
GALLAGHER ARTHUR J & CO COM 363576109 19,646 251,555 SH   SOLE 251,555 0 0
GAMCO INVESTORS INC CL A COM 361438104 62 3,000 SH   SOLE 3,000 0 0
GENTHERM INC COM 37253A103 398 10,800 SH   SOLE 10,800 0 0
HALLIBURTON CO COM 406216101 11,087 378,386 SH   SOLE 378,386 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 5,293 669,195 SH   SOLE 669,195 0 0
HONEYWELL INTL INC COM 438516106 8 50 SH   SOLE 50 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,411 142,210 SH   SOLE 142,210 0 0
IMPERIAL OIL LTD COM NEW 453038408 11,845 433,766 SH   SOLE 433,766 0 0
INFOSYS LTD SPONSORED ADR 456788108 58 5,320 SH   SOLE 5,320 0 0
INNOSPEC INC COM 45768S105 14 162 SH   SOLE 162 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,976 78,490 SH   SOLE 78,490 0 0
JOHNSON & JOHNSON COM 478160104 18,859 134,911 SH   SOLE 134,911 0 0
JONES LANG LASALLE INC COM 48020Q107 9 57 SH   SOLE 57 0 0
KKR & CO INC CL A 48251W104 270 11,500 SH   SOLE 11,500 0 0
KLA-TENCOR CORP COM 482480100 6,861 57,460 SH   SOLE 57,460 0 0
LAM RESEARCH CORP COM 512807108 6,708 37,470 SH   SOLE 37,470 0 0
LIVENT CORP COM 53814L108 2 125 SH   SOLE 125 0 0
LKQ CORP COM 501889208 19 675 SH   SOLE 675 0 0
MEDNAX INC COM 58502B106 9 336 SH   SOLE 336 0 0
MERCK & CO INC COM 58933Y105 21,055 253,160 SH   SOLE 253,160 0 0
MICROSOFT CORP COM 594918104 20,949 177,627 SH   SOLE 177,627 0 0
MONDELEZ INTL INC CL A 609207105 9 171 SH   SOLE 171 0 0
NASDAQ INC COM 631103108 295 3,377 SH   SOLE 3,377 0 0
NETEASE INC SPONSORED ADR 64110W102 185 761 SH   SOLE 761 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,540 83,698 SH   SOLE 83,698 0 0
NIKE INC CL B 654106103 5,728 68,014 SH   SOLE 68,014 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 120 2,470 SH   SOLE 2,470 0 0
NOBLE ENERGY INC COM 655044105 10,597 428,525 SH   SOLE 428,525 0 0
NVIDIA CORP COM 67066G104 6,690 37,260 SH   SOLE 37,260 0 0
OASIS PETE INC NEW COM 674215108 5,198 860,600 SH   SOLE 860,600 0 0
OCCIDENTAL PETE CORP COM 674599105 12,125 183,150 SH   SOLE 183,150 0 0
OCH ZIFF CAP MGMT GROUP CL A SHARES 67551U204 38 2,320 SH   SOLE 2,320 0 0
ON SEMICONDUCTOR CORP COM 682189105 389 18,900 SH   SOLE 18,900 0 0
ORMAT TECHNOLOGIES INC COM 686688102 464 8,420 SH   SOLE 8,420 0 0
PAYCHEX INC COM 704326107 23,266 290,102 SH   SOLE 290,102 0 0
PAYPAL HLDGS INC COM 70450Y103 6,503 62,630 SH   SOLE 62,630 0 0
PRICE T ROWE GROUP INC COM 74144T108 260 2,600 SH   SOLE 2,600 0 0
PROCTER AND GAMBLE CO COM 742718109 21,960 211,050 SH   SOLE 211,050 0 0
PVH CORP COM 693656100 8 63 SH   SOLE 63 0 0
QUALCOMM INC COM 747525103 4,366 76,570 SH   SOLE 76,570 0 0
QUANTA SVCS INC COM 74762E102 404 10,700 SH   SOLE 10,700 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 260 3,230 SH   SOLE 3,230 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,651 19,450 SH   SOLE 19,450 0 0
SABRE CORP COM 78573M104 10 450 SH   SOLE 450 0 0
SCHLUMBERGER LTD COM 806857108 12,025 276,000 SH   SOLE 276,000 0 0
SMUCKER J M CO COM NEW 832696405 19 169 SH   SOLE 169 0 0
STANLEY BLACK & DECKER INC COM 854502101 20 148 SH   SOLE 148 0 0
STATE STR CORP COM 857477103 257 3,910 SH   SOLE 3,910 0 0
SUNCOR ENERGY INC NEW COM 867224107 11,686 360,462 SH   SOLE 360,462 0 0
SUNPOWER CORP COM 867652406 1,097 168,500 SH   SOLE 168,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8 30 SH   SOLE 30 0 0
TPI COMPOSITES INC COM 87266J104 435 15,200 SH   SOLE 15,200 0 0
UNIT CORP COM 909218109 4,383 307,823 SH   SOLE 307,823 0 0
UNITED TECHNOLOGIES CORP COM 913017109 20,710 160,680 SH   SOLE 160,680 0 0
V F CORP COM 918204108 21,353 245,696 SH   SOLE 245,696 0 0
VARIAN MED SYS INC COM 92220P105 13 89 SH   SOLE 89 0 0
VISA INC COM CL A 92826C839 8 51 SH   SOLE 51 0 0