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 52,727 492,090 SH   SOLE   492,090 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 15,514 31,020 SH   SOLE   31,020 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 182 1,790 SH   SOLE   1,790 0 0
AFLAC INC COM 001055102 56,117 1,261,890 SH   SOLE   1,261,890 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 17 145 SH   SOLE   145 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 191 820 SH   SOLE   820 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 182 5,390 SH   SOLE   5,390 0 0
ALPHABET INC CAP STK CL A 02079K305 15,458 8,820 SH   SOLE   8,820 0 0
AMAZON COM INC COM 023135106 15,487 4,755 SH   SOLE   4,755 0 0
AMERESCO INC CL A 02361E108 13,332 255,200 SH   SOLE   255,200 0 0
AMERIPRISE FINL INC COM 03076C106 175 900 SH   SOLE   900 0 0
ANSYS INC COM 03662Q105 18 49 SH   SOLE   49 0 0
APPLIED MATLS INC COM 038222105 15,151 175,560 SH   SOLE   175,560 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 205 4,350 SH   SOLE   4,350 0 0
ARISTA NETWORKS INC COM 040413106 18 62 SH   SOLE   62 0 0
ASSOCIATED CAP GROUP INC CL A 045528106 81 2,300 SH   SOLE   2,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 196 1,970 SH   SOLE   1,970 0 0
BAIDU INC SPON ADR REP A 056752108 310 1,430 SH   SOLE   1,430 0 0
BLACKROCK INC COM 09247X101 50,636 70,177 SH   SOLE   70,177 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 223 3,440 SH   SOLE   3,440 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 14,859 239,550 SH   SOLE   239,550 0 0
BROADCOM INC COM 11135F101 55,787 127,410 SH   SOLE   127,410 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 19 139 SH   SOLE   139 0 0
CANADIAN NAT RES LTD COM 136385101 4,320 179,931 SH   SOLE   179,931 0 0
CANADIAN SOLAR INC COM 136635109 13,338 260,300 SH   SOLE   260,300 0 0
CHEVRON CORP NEW COM 166764100 6,106 72,300 SH   SOLE   72,300 0 0
CI FINL CORP COM 125491100 152 12,300 SH   SOLE   12,300 0 0
CISCO SYS INC COM 17275R102 63,599 1,421,192 SH   SOLE   1,421,192 0 0
CME GROUP INC COM 12572Q105 54,040 296,840 SH   SOLE   296,840 0 0
COMCAST CORP NEW CL A 20030N101 15,022 286,670 SH   SOLE   286,670 0 0
CONOCOPHILLIPS COM 20825C104 4,567 114,200 SH   SOLE   114,200 0 0
DANAHER CORPORATION COM 235851102 15,183 68,350 SH   SOLE   68,350 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 10,835 188,900 SH   SOLE   188,900 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,821 304,926 SH   SOLE   304,926 0 0
ENBRIDGE INC COM 29250N105 6,129 191,600 SH   SOLE   191,600 0 0
ENPHASE ENERGY INC COM 29355A107 6,703 38,200 SH   SOLE   38,200 0 0
ENTEGRIS INC COM 29362U104 17 177 SH   SOLE   177 0 0
EOG RES INC COM 26875P101 4,810 96,450 SH   SOLE   96,450 0 0
EXXON MOBIL CORP COM 30231G102 6,055 146,900 SH   SOLE   146,900 0 0
FACEBOOK INC CL A 30303M102 15,270 55,900 SH   SOLE   55,900 0 0
FIRST SOLAR INC COM 336433107 13,963 141,150 SH   SOLE   141,150 0 0
FORTIVE CORP COM 34959J108 18 248 SH   SOLE   248 0 0
FRANKLIN RESOURCES INC COM 354613101 163 6,516 SH   SOLE   6,516 0 0
GALLAGHER ARTHUR J & CO COM 363576109 49,219 397,860 SH   SOLE   397,860 0 0
GAMCO INVS INC CL A COM 361438104 44 2,500 SH   SOLE   2,500 0 0
GENTHERM INC COM 37253A103 11,550 177,100 SH   SOLE   177,100 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,290 307,195 SH   SOLE   307,195 0 0
HENRY JACK & ASSOC INC COM 426281101 17 107 SH   SOLE   107 0 0
HUBBELL INC COM 443510607 9,966 63,560 SH   SOLE   63,560 0 0
IDEX CORP COM 45167R104 18 88 SH   SOLE   88 0 0
ILLINOIS TOOL WKS INC COM 452308109 55,783 273,608 SH   SOLE   273,608 0 0
IMPERIAL OIL LTD COM NEW 453038408 5,163 272,266 SH   SOLE   272,266 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,541 134,800 SH   SOLE   134,800 0 0
ITRON INC COM 465741106 12,596 131,350 SH   SOLE   131,350 0 0
JD.COM INC SPON ADR CL A 47215P106 213 2,420 SH   SOLE   2,420 0 0
JOHNSON & JOHNSON COM 478160104 49,882 316,953 SH   SOLE   316,953 0 0
KKR & CO INC COM 48251W104 213 5,250 SH   SOLE   5,250 0 0
KLA CORP COM NEW 482480100 16,292 62,925 SH   SOLE   62,925 0 0
LAM RESEARCH CORP COM 512807108 14,900 31,550 SH   SOLE   31,550 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,238 42,690 SH   SOLE   42,690 0 0
MICROSOFT CORP COM 594918104 65,246 293,350 SH   SOLE   293,350 0 0
NASDAQ INC COM 631103108 209 1,575 SH   SOLE   1,575 0 0
NETEASE INC SPONSORED ADS 64110W102 5,097 53,215 SH   SOLE   53,215 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 17,511 94,240 SH   SOLE   94,240 0 0
NEXTERA ENERGY INC COM 65339F101 14,118 183,000 SH   SOLE   183,000 0 0
NIKE INC CL B 654106103 15,915 112,500 SH   SOLE   112,500 0 0
NVIDIA CORPORATION COM 67066G104 14,799 28,340 SH   SOLE   28,340 0 0
ON SEMICONDUCTOR CORP COM 682189105 11,894 363,400 SH   SOLE   363,400 0 0
ORMAT TECHNOLOGIES INC COM 686688102 12,099 134,020 SH   SOLE   134,020 0 0
OTIS WORLDWIDE CORP COM 68902V107 51,056 755,830 SH   SOLE   755,830 0 0
PAYCHEX INC COM 704326107 48,457 520,040 SH   SOLE   520,040 0 0
PAYPAL HLDGS INC COM 70450Y103 17,642 75,330 SH   SOLE   75,330 0 0
PEPSICO INC COM 713448108 49,044 330,710 SH   SOLE   330,710 0 0
PERKINELMER INC COM 714046109 17 116 SH   SOLE   116 0 0
PIONEER NAT RES CO COM 723787107 5,048 44,325 SH   SOLE   44,325 0 0
PRICE T ROWE GROUP INC COM 74144T108 192 1,270 SH   SOLE   1,270 0 0
PROCTER AND GAMBLE CO COM 742718109 51,076 367,080 SH   SOLE   367,080 0 0
QUALCOMM INC COM 747525103 4,782 31,390 SH   SOLE   31,390 0 0
RAYMOND JAMES FINL INC COM 754730109 181 1,897 SH   SOLE   1,897 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 51,542 720,760 SH   SOLE   720,760 0 0
ROPER TECHNOLOGIES INC COM 776696106 14,993 34,780 SH   SOLE   34,780 0 0
SCHLUMBERGER LTD COM 806857108 4,925 225,600 SH   SOLE   225,600 0 0
SCULPTOR CAP MGMT COM CL A 811246107 35 2,320 SH   SOLE   2,320 0 0
SMITH A O CORP COM 831865209 17 305 SH   SOLE   305 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 6,733 21,100 SH   SOLE   21,100 0 0
STATE STR CORP COM 857477103 183 2,520 SH   SOLE   2,520 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,287 315,482 SH   SOLE   315,482 0 0
SUNPOWER CORP COM 867652406 2,177 84,900 SH   SOLE   84,900 0 0
TERADYNE INC COM 880770102 17 144 SH   SOLE   144 0 0
TETRA TECH INC NEW COM 88162G103 17 146 SH   SOLE   146 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,371 33,000 SH   SOLE   33,000 0 0
TPI COMPOSITES INC COM 87266J104 12,554 237,850 SH   SOLE   237,850 0 0
TREX CO INC COM 89531P105 18 212 SH   SOLE   212 0 0
V F CORP COM 918204108 50,883 595,750 SH   SOLE   595,750 0 0
VALERO ENERGY CORP COM 91913Y100 5,496 97,147 SH   SOLE   97,147 0 0
VISA INC COM CL A 92826C839 15,687 71,720 SH   SOLE   71,720 0 0
XYLEM INC COM 98419M100 18 174 SH   SOLE   174 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 17 44 SH   SOLE   44 0 0