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 939 5,793 SH   SOLE   5,793 0 0
ACUITYADS HLDGS INC COM 00510L106 7 2,325 SH   SOLE   2,325 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 5,432 11,923 SH   SOLE   11,923 0 0
AFLAC INC COM 001055102 887 13,773 SH   SOLE   13,773 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,306 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,104 2,554 SH   SOLE   2,554 0 0
ALPHABET INC CAP STK CL C 02079K107 547 196 SH   SOLE   196 0 0
AMAZON COM INC COM 023135106 6,689 2,052 SH   SOLE   2,052 0 0
AMERESCO INC CL A 02361E108 1,475 18,556 SH   SOLE   18,556 0 0
AMPHENOL CORP NEW CL A 032095101 7,217 95,783 SH   SOLE   95,783 0 0
ANALOG DEVICES INC COM 032654105 451 2,730 SH   SOLE   2,730 0 0
APPLE INC COM 037833100 8,370 47,934 SH   SOLE   47,934 0 0
APPLIED MATLS INC COM 038222105 7,209 54,697 SH   SOLE   54,697 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 584 19,200 SH   SOLE   19,200 0 0
BAIDU INC SPON ADR REP A 056752108 2,048 15,480 SH   SOLE   15,480 0 0
BAKER HUGHES COMPANY CL A 05722G100 283 7,765 SH   SOLE   7,765 0 0
BLACKROCK INC COM 09247X101 627 820 SH   SOLE   820 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 8,302 113,675 SH   SOLE   113,675 0 0
BROADCOM INC COM 11135F101 1,512 2,401 SH   SOLE   2,401 0 0
CANADIAN NAT RES LTD COM 136385101 1,026 16,559 SH   SOLE   16,559 0 0
CANADIAN SOLAR INC COM 136635109 1,068 30,208 SH   SOLE   30,208 0 0
CHEVRON CORP NEW COM 166764100 1,033 6,346 SH   SOLE   6,346 0 0
CISCO SYS INC COM 17275R102 7,496 134,430 SH   SOLE   134,430 0 0
CME GROUP INC COM 12572Q105 696 2,925 SH   SOLE   2,925 0 0
COMCAST CORP NEW CL A 20030N101 5,817 124,244 SH   SOLE   124,244 0 0
CONOCOPHILLIPS COM 20825C104 782 7,821 SH   SOLE   7,821 0 0
CRITEO S A SPONS ADS 226718104 110 4,020 SH   SOLE   4,020 0 0
DANA INC COM 235825205 326 18,578 SH   SOLE   18,578 0 0
DANAHER CORPORATION COM 235851102 6,565 22,380 SH   SOLE   22,380 0 0
DEVON ENERGY CORP NEW COM 25179M103 678 11,474 SH   SOLE   11,474 0 0
DIAMONDBACK ENERGY INC COM 25278X109 669 4,883 SH   SOLE   4,883 0 0
DIGITAL TURBINE INC COM NEW 25400W102 61 1,400 SH   SOLE   1,400 0 0
ENBRIDGE INC COM 29250N105 778 16,885 SH   SOLE   16,885 0 0
ENPHASE ENERGY INC COM 29355A107 807 3,998 SH   SOLE   3,998 0 0
EOG RES INC COM 26875P101 637 5,344 SH   SOLE   5,344 0 0
EXXON MOBIL CORP COM 30231G102 924 11,186 SH   SOLE   11,186 0 0
FACEBOOK INC CL A 30303M102 4,510 20,280 SH   SOLE   20,280 0 0
FIRST SOLAR INC COM 336433107 1,277 15,250 SH   SOLE   15,250 0 0
GALLAGHER ARTHUR J & CO COM 363576109 834 4,779 SH   SOLE   4,779 0 0
GENTHERM INC COM 37253A103 1,555 21,284 SH   SOLE   21,284 0 0
HALLIBURTON CO COM 406216101 278 7,351 SH   SOLE   7,351 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 122 25,508 SH   SOLE   25,508 0 0
HUBBELL INC COM 443510607 1,282 6,980 SH   SOLE   6,980 0 0
HUBSPOT INC COM 443573100 104 220 SH   SOLE   220 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 9 8,040 SH   SOLE   8,040 0 0
ILLINOIS TOOL WKS INC COM 452308109 567 2,709 SH   SOLE   2,709 0 0
IMPERIAL OIL LTD COM NEW 453038408 952 19,658 SH   SOLE   19,658 0 0
INTEL CORP COM 458140100 401 8,092 SH   SOLE   8,092 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,711 58,364 SH   SOLE   58,364 0 0
ITRON INC COM 465741106 756 14,344 SH   SOLE   14,344 0 0
JD.COM INC SPON ADR CL A 47215P106 2,280 39,400 SH   SOLE   39,400 0 0
JOHNSON & JOHNSON COM 478160104 652 3,679 SH   SOLE   3,679 0 0
KLA CORP COM NEW 482480100 7,176 19,602 SH   SOLE   19,602 0 0
LAM RESEARCH CORP COM 512807108 6,241 11,609 SH   SOLE   11,609 0 0
LEAR CORP COM NEW 521865204 349 2,450 SH   SOLE   2,450 0 0
LIVERAMP HLDGS INC COM 53815P108 44 1,180 SH   SOLE   1,180 0 0
MAGNITE INC COM 55955D100 29 2,230 SH   SOLE   2,230 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,923 19,371 SH   SOLE   19,371 0 0
MICROSOFT CORP COM 594918104 8,147 26,424 SH   SOLE   26,424 0 0
NETEASE INC SPONSORED ADS 64110W102 2,474 27,591 SH   SOLE   27,591 0 0
NEXTERA ENERGY INC COM 65339F101 1,553 18,342 SH   SOLE   18,342 0 0
NIKE INC CL B 654106103 6,300 46,816 SH   SOLE   46,816 0 0
NVIDIA CORPORATION COM 67066G104 7,262 26,612 SH   SOLE   26,612 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,140 34,194 SH   SOLE   34,194 0 0
ORMAT TECHNOLOGIES INC COM 686688102 1,086 13,277 SH   SOLE   13,277 0 0
OTIS WORLDWIDE CORP COM 68902V107 683 8,873 SH   SOLE   8,873 0 0
PAYCHEX INC COM 704326107 830 6,081 SH   SOLE   6,081 0 0
PAYPAL HLDGS INC COM 70450Y103 4,392 37,974 SH   SOLE   37,974 0 0
PEGASYSTEMS INC COM 705573103 53 660 SH   SOLE   660 0 0
PEPSICO INC COM 713448108 714 4,265 SH   SOLE   4,265 0 0
PIONEER NAT RES CO COM 723787107 686 2,745 SH   SOLE   2,745 0 0
POWER INTEGRATIONS INC COM 739276103 493 5,320 SH   SOLE   5,320 0 0
PROCTER AND GAMBLE CO COM 742718109 685 4,484 SH   SOLE   4,484 0 0
PUBMATIC INC COM CL A 74467Q103 67 2,550 SH   SOLE   2,550 0 0
QUALCOMM INC COM 747525103 129 846 SH   SOLE   846 0 0
QUANTA SVCS INC COM 74762E102 614 4,662 SH   SOLE   4,662 0 0
QUINSTREET INC COM 74874Q100 45 3,870 SH   SOLE   3,870 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 753 7,603 SH   SOLE   7,603 0 0
ROKU INC COM CL A 77543R102 33 260 SH   SOLE   260 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,092 15,019 SH   SOLE   15,019 0 0
SALESFORCE COM INC COM 79466L302 81 380 SH   SOLE   380 0 0
SCHLUMBERGER LTD COM 806857108 788 19,087 SH   SOLE   19,087 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 369 2,772 SH   SOLE   2,772 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 773 2,396 SH   SOLE   2,396 0 0
SUNCOR ENERGY INC NEW COM 867224107 843 25,882 SH   SOLE   25,882 0 0
SUNPOWER CORP COM 867652406 117 5,435 SH   SOLE   5,435 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,426 71,236 SH   SOLE   71,236 0 0
TECHTARGET INC COM 87874R100 117 1,440 SH   SOLE   1,440 0 0
TESLA INC COM 88160R101 905 840 SH   SOLE   840 0 0
TEXAS INSTRS INC COM 882508104 651 3,549 SH   SOLE   3,549 0 0
THE TRADE DESK INC COM CL A 88339J105 69 1,000 SH   SOLE   1,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,971 11,802 SH   SOLE   11,802 0 0
TPI COMPOSITES INC COM 87266J104 233 16,598 SH   SOLE   16,598 0 0
TREMOR INTL LTD ADS 89484T104 58 3,832 SH   SOLE   3,832 0 0
V F CORP COM 918204108 428 7,520 SH   SOLE   7,520 0 0
VALERO ENERGY CORP COM 91913Y100 753 7,419 SH   SOLE   7,419 0 0
VISA INC COM CL A 92826C839 6,688 30,158 SH   SOLE   30,158 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 111 1,850 SH   SOLE   1,850 0 0