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
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 817 11,000 SH   SOLE   11,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 147 680 SH   SOLE   680 0 0
LKQ CORP COM 501889208 12 477 SH   SOLE   477 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 254 6,400 SH   SOLE   6,400 0 0
RAYMOND JAMES FINL INC COM 754730109 144 2,097 SH   SOLE   2,097 0 0
AFLAC INC COM 001055102 30,512 846,850 SH   SOLE   846,850 0 0
COMCAST CORP NEW CL A 20030N101 8,594 220,460 SH   SOLE   220,460 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14 103 SH   SOLE   103 0 0
ABBVIE INC COM 00287Y109 36,866 375,490 SH   SOLE   375,490 0 0
COGNEX CORP COM 192422103 19 312 SH   SOLE   312 0 0
DELUXE CORP COM 248019101 8 335 SH   SOLE   335 0 0
ENPHASE ENERGY INC COM 29355A107 347 7,300 SH   SOLE   7,300 0 0
NVIDIA CORPORATION COM 67066G104 10,767 28,340 SH   SOLE   28,340 0 0
QUALCOMM INC COM 747525103 5,468 59,950 SH   SOLE   59,950 0 0
HONEYWELL INTL INC COM 438516106 12 80 SH   SOLE   80 0 0
LAM RESEARCH CORP COM 512807108 11,114 34,360 SH   SOLE   34,360 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,770 29,660 SH   SOLE   29,660 0 0
NEXTERA ENERGY INC COM 65339F101 745 3,100 SH   SOLE   3,100 0 0
ALPHABET INC CAP STK CL A 02079K305 9,134 6,441 SH   SOLE   6,441 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,523 310,676 SH   SOLE   310,676 0 0
F5 NETWORKS INC COM 315616102 17 123 SH   SOLE   123 0 0
ENBRIDGE INC COM 29250N105 6,419 211,000 SH   SOLE   211,000 0 0
PROCTER AND GAMBLE CO COM 742718109 34,621 289,550 SH   SOLE   289,550 0 0
OTIS WORLDWIDE CORP COM 68902V107 33,759 593,730 SH   SOLE   593,730 0 0
EOG RES INC COM 26875P101 4,906 96,850 SH   SOLE   96,850 0 0
ORMAT TECHNOLOGIES INC COM 686688102 649 10,220 SH   SOLE   10,220 0 0
PRICE T ROWE GROUP INC COM 74144T108 200 1,620 SH   SOLE   1,620 0 0
ACUITY BRANDS INC COM 00508Y102 12 127 SH   SOLE   127 0 0
SCULPTOR CAP MGMT COM CL A 811246107 30 2,320 SH   SOLE   2,320 0 0
SCHLUMBERGER LTD COM 806857108 4,710 256,100 SH   SOLE   256,100 0 0
INNOSPEC INC COM 45768S105 13 171 SH   SOLE   171 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12 205 SH   SOLE   205 0 0
ANSYS INC COM 03662Q105 19 66 SH   SOLE   66 0 0
AMAZON COM INC COM 023135106 11,656 4,225 SH   SOLE   4,225 0 0
BLACKROCK INC COM 09247X101 34,211 62,877 SH   SOLE   62,877 0 0
VISA INC COM CL A 92826C839 8,893 46,036 SH   SOLE   46,036 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 135 1,790 SH   SOLE   1,790 0 0
VALERO ENERGY CORP COM 91913Y100 5,555 94,447 SH   SOLE   94,447 0 0
APPLIED MATLS INC COM 038222105 9,972 164,960 SH   SOLE   164,960 0 0
FACEBOOK INC CL A 30303M102 10,000 44,041 SH   SOLE   44,041 0 0
CANADIAN SOLAR INC COM 136635109 665 34,500 SH   SOLE   34,500 0 0
AMERIPRISE FINL INC COM 03076C106 203 1,350 SH   SOLE   1,350 0 0
JONES LANG LASALLE INC COM 48020Q107 10 92 SH   SOLE   92 0 0
CONOCOPHILLIPS COM 20825C104 4,622 110,000 SH   SOLE   110,000 0 0
APPLE INC COM 037833100 23 63 SH   SOLE   63 0 0
CANADIAN NAT RES LTD COM 136385101 4,730 273,531 SH   SOLE   273,531 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,037 27,699 SH   SOLE   27,699 0 0
STATE STR CORP COM 857477103 198 3,110 SH   SOLE   3,110 0 0
FRANKLIN RESOURCES INC COM 354613101 137 6,516 SH   SOLE   6,516 0 0
SUNPOWER CORP COM 867652406 1,291 168,500 SH   SOLE   168,500 0 0
NIKE INC CL B 654106103 8,889 90,650 SH   SOLE   90,650 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 389 2,800 SH   SOLE   2,800 0 0
EXXON MOBIL CORP COM 30231G102 6,775 151,500 SH   SOLE   151,500 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 17 66 SH   SOLE   66 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 110 3,000 SH   SOLE   3,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21 277 SH   SOLE   277 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,090 314,195 SH   SOLE   314,195 0 0
CHEVRON CORP NEW COM 166764100 6,719 75,300 SH   SOLE   75,300 0 0
KKR & CO INC COM 48251W104 230 7,450 SH   SOLE   7,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 8,351 142,020 SH   SOLE   142,020 0 0
GENTHERM INC COM 37253A103 615 15,800 SH   SOLE   15,800 0 0
NASDAQ INC COM 631103108 257 2,147 SH   SOLE   2,147 0 0
ITRON INC COM 465741106 619 9,350 SH   SOLE   9,350 0 0
TPI COMPOSITES INC COM 87266J104 617 26,400 SH   SOLE   26,400 0 0
DESCARTES SYS GROUP INC COM 249906108 22 411 SH   SOLE   411 0 0
PIONEER NAT RES CO COM 723787107 5,295 54,200 SH   SOLE   54,200 0 0
INGERSOLL RAND INC COM 45687V106 3 97 SH   SOLE   97 0 0
V F CORP COM 918204108 33,125 543,576 SH   SOLE   543,576 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,384 24,170 SH   SOLE   24,170 0 0
ADOBE INC COM 00724F101 11,127 25,560 SH   SOLE   25,560 0 0
SMUCKER J M CO COM NEW 832696405 13 119 SH   SOLE   119 0 0
WATERS CORP COM 941848103 14 75 SH   SOLE   75 0 0
PAYCHEX INC COM 704326107 35,378 467,044 SH   SOLE   467,044 0 0
ILLINOIS TOOL WKS INC COM 452308109 34,814 199,108 SH   SOLE   199,108 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 31,364 508,990 SH   SOLE   508,990 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 218 3,840 SH   SOLE   3,840 0 0
IMPERIAL OIL LTD COM NEW 453038408 5,958 371,566 SH   SOLE   371,566 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 186 2,490 SH   SOLE   2,490 0 0
GALLAGHER ARTHUR J & CO COM 363576109 34,063 349,393 SH   SOLE   349,393 0 0
AMETEK INC COM 031100100 15 173 SH   SOLE   173 0 0
NETEASE INC SPONSORED ADS 64110W102 5,308 12,361 SH   SOLE   12,361 0 0
BROADCOM INC COM 11135F101 40,248 127,527 SH   SOLE   127,527 0 0
FIRST SOLAR INC COM 336433107 666 13,450 SH   SOLE   13,450 0 0
KLA CORP COM NEW 482480100 9,625 49,494 SH   SOLE   49,494 0 0
DANAHER CORPORATION COM 235851102 9,683 54,754 SH   SOLE   54,754 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 138 5,400 SH   SOLE   5,400 0 0
CIGNA CORP NEW COM 125523100 15 82 SH   SOLE   82 0 0
MICROSOFT CORP COM 594918104 47,941 235,569 SH   SOLE   235,569 0 0
BAIDU INC SPON ADR REP A 056752108 157 1,310 SH   SOLE   1,310 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 13 141 SH   SOLE   141 0 0
PVH CORPORATION COM 693656100 8 157 SH   SOLE   157 0 0
ANTHEM INC COM 036752103 12 47 SH   SOLE   47 0 0
JOHNSON & JOHNSON COM 478160104 32,443 230,699 SH   SOLE   230,699 0 0
BOOKING HOLDINGS INC COM 09857L108 11 7 SH   SOLE   7 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 193 7,090 SH   SOLE   7,090 0 0
PEPSICO INC COM 713448108 34,659 262,050 SH   SOLE   262,050 0 0
AMERESCO INC CL A 02361E108 939 33,800 SH   SOLE   33,800 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 10,499 80,616 SH   SOLE   80,616 0 0
CARLISLE COS INC COM 142339100 24 203 SH   SOLE   203 0 0
EURONET WORLDWIDE INC COM 298736109 10 108 SH   SOLE   108 0 0
CME GROUP INC COM 12572Q105 30,952 190,430 SH   SOLE   190,430 0 0
ON SEMICONDUCTOR CORP COM 682189105 729 36,800 SH   SOLE   36,800 0 0
STANLEY BLACK & DECKER INC COM 854502101 28 200 SH   SOLE   200 0 0
GAMCO INVS INC CL A COM 361438104 40 3,000 SH   SOLE   3,000 0 0
PAYPAL HLDGS INC COM 70450Y103 13,125 75,330 SH   SOLE   75,330 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,878 349,782 SH   SOLE   349,782 0 0
CISCO SYS INC COM 17275R102 42,888 919,556 SH   SOLE   919,556 0 0
MONDELEZ INTL INC CL A 609207105 13 251 SH   SOLE   251 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,820 96,294 SH   SOLE   96,294 0 0
JD.COM INC SPON ADR CL A 47215P106 148 2,450 SH   SOLE   2,450 0 0