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
3M CO COM COM 88579Y101 527 4,069 SH   SOLE   2,905 0 1,164
ABBOTT LABS COM COM 002824100 658 6,058 SH   SOLE   2,454 0 3,604
ABBVIE INC COM COM 00287Y109 931 6,079 SH   SOLE   2,476 0 3,603
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 1,106 3,982 SH   SOLE   2,693 0 1,289
ADIDAS AG ADR COM 00687A107 4,068 46,118 SH   SOLE   32,398 0 13,720
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 23,640 64,580 SH   SOLE   63,353 0 1,227
ADVANCE AUTO PARTS INC COM COM 00751Y106 5,186 29,959 SH   SOLE   29,563 0 396
ADVANCED MICRO DEVICES COM COM 007903107 429 5,604 SH   SOLE   2,272 0 3,332
AGILENT TECHNOLOGIES INC COM COM 00846U101 5,782 48,681 SH   SOLE   47,438 0 1,243
AIA GROUP LTD SPONSORED ADR COM 001317205 3,947 91,043 SH   SOLE   61,377 0 29,666
AIR LIQUIDE ADR COM 009126202 2,315 86,420 SH   SOLE   53,286 0 33,134
AIR PRODS & CHEMS INC COM COM 009158106 208 863 SH   SOLE   411 0 452
ALCON INC ORD SHS COM H01301128 8,405 120,257 SH   SOLE   106,707 0 13,550
ALEXANDRIA REAL ESTATE EQ INC COM 015271109 8,599 59,288 SH   SOLE   15,757 0 43,531
ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 43,748 384,833 SH   SOLE   343,882 0 40,951
ALPHABET INC CAP STK CL A COM 02079K305 2,574 1,181 SH   SOLE   1,181 0 0
ALPHABET INC CAP STK CL C COM 02079K107 22,784 10,416 SH   SOLE   9,714 0 702
ALTRIA GROUP INC COM COM 02209S103 261 6,253 SH   SOLE   2,537 0 3,716
AMERICAN EXPRESS CO COM COM 025816109 15,945 115,026 SH   SOLE   25,879 0 89,147
AMERICAN WTR WKS CO INC NEW CO COM 030420103 24,909 167,430 SH   SOLE   126,941 0 40,489
AMERIPRISE FINL INC COM COM 03076C106 11,736 49,378 SH   SOLE   28,303 0 21,075
AMGEN INC COM COM 031162100 22,783 93,642 SH   SOLE   20,999 0 72,643
ANALOG DEVICES INC COM COM 032654105 4,574 31,307 SH   SOLE   29,842 0 1,465
ANTHEM INC COM COM 036752103 239 495 SH   SOLE   0 0 495
AON PLC SHS CL A COM G0403H108 5,656 20,972 SH   SOLE   20,686 0 286
APPLE INC COM COM 037833100 37,707 275,795 SH   SOLE   241,535 0 34,260
APPLIED MATLS INC COM COM 038222105 17,520 192,572 SH   SOLE   190,023 0 2,549
APTARGROUP INC COM COM 038336103 3,771 36,538 SH   SOLE   36,083 0 455
APTIV PLC SHS COM G6095L109 447 5,022 SH   SOLE   4,470 0 552
ARTHUR GALLAGHER J & CO COM COM 363576109 451 2,765 SH   SOLE   2,765 0 0
ASSA ABLOY AB ADR COM 045387107 3,622 341,587 SH   SOLE   220,052 0 121,535
ASTRAZENECA PLC ADR COM 046353108 2,554 38,658 SH   SOLE   27,014 0 11,644
AT&T INC COM COM 00206R102 515 24,590 SH   SOLE   10,034 0 14,556
ATLAS COPCO AB SHS B F COM W1R924229 336 40,252 SH   SOLE   40,252 0 0
ATLAS COPCO AB SP ADR A NEW COM 049255706 97 10,452 SH   SOLE   10,452 0 0
ATLAS COPCO AB SP ADR B NEW COM 049255805 2,158 258,505 SH   SOLE   154,356 0 104,149
AUTOMATIC DATA PROCESSING INC COM 053015103 303 1,441 SH   SOLE   585 0 856
AXA SA SPONSORED ADR COM 054536107 10,475 462,584 SH   SOLE   238,759 0 223,825
AZEK CO INC CL A COM 05478C105 8,169 487,980 SH   SOLE   487,980 0 0
BANCOLOMBIA S A SPON ADR PREF COM 05968L102 2,014 65,310 SH   SOLE   65,310 0 0
BANK RAKYAT ADR SHS B COM 69366X100 18,990 1,363,385 SH   SOLE   1,299,000 0 64,385
BANK RAKYAT INDONESIA SHS F COM Y0697U112 494 1,773,400 SH   SOLE   1,773,400 0 0
BARRATT DEVELOPMENTS PLC UNSP COM 068334101 4,534 408,143 SH   SOLE   299,121 0 109,022
BECTON DICKINSON & CO COM COM 075887109 488 1,981 SH   SOLE   1,400 0 581
BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 249 911 SH   SOLE   911 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,227 3 SH   SOLE   3 0 0
BIOGEN INC COM COM 09062X103 14,870 72,913 SH   SOLE   72,357 0 556
BIONTECH SE ADR COM 09075V102 42,311 283,776 SH   SOLE   256,957 0 26,819
BK OF AMERICA CORP COM COM 060505104 860 27,633 SH   SOLE   13,143 0 14,490
BLACKROCK INC COM COM 09247X101 299 491 SH   SOLE   200 0 291
BOOKING HOLDINGS INC COM COM 09857L108 4,628 2,646 SH   SOLE   2,611 0 35
BRISTOL-MYERS SQUIBB CO COM COM 110122108 572 7,427 SH   SOLE   2,984 0 4,443
BURBERRY GROUP PLC SPONSORED A COM 12082W204 1,788 89,730 SH   SOLE   57,066 0 32,664
BYD CO LTD UNSPONSORD ADR COM 05606L100 6,134 76,643 SH   SOLE   58,883 0 17,760
CANADIAN PAC RY LTD COM COM 13645T100 11,355 162,584 SH   SOLE   143,152 0 19,432
CARRIER GLOBAL CORPORATION COM COM 14448C104 34,826 976,606 SH   SOLE   730,845 0 245,761
CATERPILLAR INC COM COM 149123101 331 1,850 SH   SOLE   747 0 1,103
CHARLES SCHWAB CORPORATION COM COM 808513105 1,048 16,585 SH   SOLE   16,585 0 0
CIENA CORP COM NEW COM 171779309 19,943 436,393 SH   SOLE   243,798 0 192,595
CIGNA CORP NEW COM COM 125523100 291 1,103 SH   SOLE   445 0 658
CISCO SYS INC COM COM 17275R102 717 16,804 SH   SOLE   8,207 0 8,597
CITIGROUP INC COM NEW COM 172967424 368 7,992 SH   SOLE   3,947 0 4,045
CME GROUP INC COM COM 12572Q105 4,585 22,399 SH   SOLE   22,108 0 291
COLGATE PALMOLIVE CO COM COM 194162103 19,195 239,519 SH   SOLE   96,311 0 143,208
CONOCOPHILLIPS COM COM 20825C104 698 7,773 SH   SOLE   5,119 0 2,654
COSTCO WHSL CORP NEW COM COM 22160K105 8,137 16,978 SH   SOLE   16,752 0 226
CREDICORP LTD COM COM G2519Y108 3,192 26,622 SH   SOLE   26,622 0 0
CRODA INTL PLC ORD F COM G25536155 585 7,443 SH   SOLE   7,443 0 0
CRODA INTL PLC UNSPONSORD ADR COM 227047305 3,508 89,263 SH   SOLE   59,325 0 29,938
CROWN CASTLE INTL CORP NEW COM COM 22822V101 6,074 36,072 SH   SOLE   11,338 0 24,734
CSL LTD SPONSORED ADR COM 12637N204 878 9,494 SH   SOLE   6,853 0 2,641
CSX CORP COM COM 126408103 220 7,569 SH   SOLE   3,048 0 4,521
CUMMINS INC COM COM 231021106 11,471 59,271 SH   SOLE   48,962 0 10,309
CVS HEALTH CORP COM COM 126650100 686 7,403 SH   SOLE   4,728 0 2,675
DAIKIN INDS LTD UNSPONSORED AD COM 23381B106 4,143 258,791 SH   SOLE   170,274 0 88,517
DAIKIN INDUSTRIES LTD SHS F COM J10038115 716 4,473 SH   SOLE   4,473 0 0
DANAHER CORPORATION COM COM 235851102 7,036 27,755 SH   SOLE   26,135 0 1,620
DANONE SPONSORED ADR COM 23636T100 459 41,243 SH   SOLE   13,700 0 27,543
DASSAULT SYS SPONSORED ADR COM 237545108 1,700 46,309 SH   SOLE   34,673 0 11,636
DECHRA PHARMACEUTICALS PLC SHS COM G2769C145 329 7,838 SH   SOLE   7,838 0 0
DEERE & CO COM COM 244199105 6,811 22,743 SH   SOLE   6,259 0 16,484
DEUTSCHE TELEKOM AG SPONSORED COM 251566105 9,135 461,178 SH   SOLE   302,057 0 159,121
DISNEY WALT CO COM COM 254687106 6,034 63,923 SH   SOLE   13,903 0 50,020
DOMINION ENERGY INC COM COM 25746U109 223 2,788 SH   SOLE   1,137 0 1,651
DR. REDDYS LABS LTD ADR COM 256135203 1,149 20,747 SH   SOLE   20,747 0 0
DS SMITH PLC SHS F COM G2848Q123 454 134,825 SH   SOLE   134,825 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 284 2,647 SH   SOLE   1,079 0 1,568
ECOLAB INC COM COM 278865100 13,727 89,273 SH   SOLE   88,489 0 784
EDWARDS LIFESCIENCES COM COM 28176E108 224 2,354 SH   SOLE   1,081 0 1,273
EISAI CO LTD SPONSORED ADR COM 282579309 1,587 37,652 SH   SOLE   28,701 0 8,951
EMERSON ELEC CO COM COM 291011104 14,697 184,773 SH   SOLE   114,106 0 70,667
ENPHASE ENERGY INC COM COM 29355A107 25,665 131,454 SH   SOLE   130,933 0 521
EQUINIX INC COM COM 29444U700 208 317 SH   SOLE   133 0 184
ESSITY AKTIEBOLAG-B F COM W3R06F100 642 24,635 SH   SOLE   24,635 0 0
EVERSOURCE ENERGY COM COM 30040W108 13,349 158,035 SH   SOLE   31,102 0 126,933
FERGUSON PLC COM G3421J106 240 2,167 SH   SOLE   2,167 0 0
FIDELITY NATL INFORMATION SVCS COM 31620M106 9,352 102,021 SH   SOLE   20,800 0 81,221
FIFTH THIRD BANCORP COM COM 316773100 13,961 415,516 SH   SOLE   93,370 0 322,146
FIRST SOLAR INC COM COM 336433107 14,355 210,701 SH   SOLE   141,977 0 68,724
FISERV INC COM COM 337738108 655 7,363 SH   SOLE   7,363 0 0
FORD MTR CO DEL COM COM 345370860 151 13,551 SH   SOLE   5,534 0 8,017
GENERAL MLS INC COM COM 370334104 411 5,451 SH   SOLE   4,221 0 1,230
GILEAD SCIENCES INC COM COM 375558103 19,375 313,463 SH   SOLE   229,883 0 83,580
GLAXOSMITHKLINE PLC SPONSORED COM 37733W105 1,334 30,654 SH   SOLE   254 0 30,400
HANG LUNG PPTYS LTD SPONSORED COM 41043M104 2,761 291,253 SH   SOLE   199,576 0 91,677
HANNON ARMSTRONG SUST INFR CAP COM 41068X100 36,787 971,648 SH   SOLE   733,612 0 238,036
HASBRO INC COM COM 418056107 7,362 89,906 SH   SOLE   88,352 0 1,554
HDFC BANK LTD SPONSORED ADR COM 40415F101 34,399 625,895 SH   SOLE   595,449 0 30,446
HENKEL AG & CO KGAA SPONSORED COM 42550U109 1,961 128,497 SH   SOLE   70,157 0 58,340
HENRY SCHEIN INC COM COM 806407102 14,586 190,066 SH   SOLE   44,998 0 145,068
HOLOGIC INC COM COM 436440101 7,227 104,280 SH   SOLE   30,308 0 73,972
HOME DEPOT INC COM COM 437076102 6,909 25,190 SH   SOLE   22,878 0 2,312
HOYA CORP SPONSORED ADR COM 443251103 4,211 49,376 SH   SOLE   35,387 0 13,989
HUMANA INC COM COM 444859102 385 823 SH   SOLE   561 0 262
ILLINOIS TOOL WKS INC COM COM 452308109 316 1,732 SH   SOLE   1,150 0 582
ILLUMINA INC COM COM 452327109 7,574 41,084 SH   SOLE   40,765 0 319
INFINEON TECHNOLOGIES AG SPONS COM 45662N103 3,585 148,498 SH   SOLE   103,830 0 44,668
INFOSYS LTD SPONSORED ADR COM 456788108 3,166 171,035 SH   SOLE   171,035 0 0
ING GROEP N V SPONSORED ADR COM 456837103 6,604 665,761 SH   SOLE   377,905 0 287,856
INTEL CORP COM COM 458140100 637 17,020 SH   SOLE   8,720 0 8,300
INTERNATIONAL BUSINESS MACHS C COM 459200101 436 3,089 SH   SOLE   1,261 0 1,828
INTUIT COM COM 461202103 24,825 64,406 SH   SOLE   63,572 0 834
INTUITIVE SURGICAL INC COM NEW COM 46120E602 247 1,232 SH   SOLE   503 0 729
IRON MTN INC NEW COM COM 46284V101 11,261 231,271 SH   SOLE   53,357 0 177,914
ITAU UNIBANCO HLDG SA SPON ADR COM 465562106 10,102 2,360,182 SH   SOLE   2,159,167 0 201,015
JOHNSON & JOHNSON COM COM 478160104 1,662 9,362 SH   SOLE   3,996 0 5,366
JPMORGAN CHASE & CO COM COM 46625H100 1,302 11,564 SH   SOLE   5,540 0 6,024
KB HOME COM COM 48666K109 27,618 970,403 SH   SOLE   786,010 0 184,393
KERRY GROUP PLC SPONSORED ADR COM 492460100 5,213 54,592 SH   SOLE   39,032 0 15,560
KEYCORP NEW COM COM 493267108 8,275 480,253 SH   SOLE   124,937 0 355,316
KIMBERLY-CLARK CORP COM COM 494368103 200 1,482 SH   SOLE   795 0 687
KIMCO RLTY CORP COM COM 49446R109 16,801 849,810 SH   SOLE   391,231 0 458,579
KION GROUP AG ADR COM 497216101 1,377 133,107 SH   SOLE   86,396 0 46,711
KONINKLIJKE AHOLD DELHAIZE N V COM 500467501 5,495 211,444 SH   SOLE   140,982 0 70,462
KONINKLIJKE PHILIPS N V NY REG COM 500472303 4,077 189,386 SH   SOLE   103,169 0 86,217
KROGER CO COM COM 501044101 7,432 157,017 SH   SOLE   35,947 0 121,070
KURITA WATER INDUSTRIES LTD F COM J37221116 472 13,048 SH   SOLE   13,048 0 0
LAM RESEARCH CORP COM COM 512807108 204 479 SH   SOLE   195 0 284
LAUDER ESTEE COS INC CL A COM 518439104 7,003 27,498 SH   SOLE   26,654 0 844
LILLY ELI & CO COM COM 532457108 883 2,724 SH   SOLE   1,105 0 1,619
LINDE PLC SHS COM G5494J103 503 1,750 SH   SOLE   705 0 1,045
LKQ CORP COM COM 501889208 13,530 275,609 SH   SOLE   171,995 0 103,614
LLOYDS BANKING GROUP PLC-ADR COM 539439109 3,830 1,877,357 SH   SOLE   1,186,780 0 690,577
LOCKHEED MARTIN CORP COM COM 539830109 507 1,180 SH   SOLE   686 0 494
LOWES COS INC COM COM 548661107 6,779 38,809 SH   SOLE   9,284 0 29,525
MACQUARIE GROUP LIMITED ADR NE COM 55607P204 4,887 43,201 SH   SOLE   28,058 0 15,143
MAGNA INTL INC COM COM 559222401 485 8,835 SH   SOLE   8,835 0 0
MAKEMYTRIP LIMITED MAURITIUS S COM V5633W109 1,661 64,678 SH   SOLE   64,678 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 1,216 3,856 SH   SOLE   2,096 0 1,760
MCCORMICK & CO INC COM NON VTG COM 579780206 20,560 246,965 SH   SOLE   245,361 0 1,604
MEDTRONIC PLC SHS COM G5960L103 575 6,405 SH   SOLE   3,665 0 2,740
MERCK & CO INC COM COM 58933Y105 54,868 601,825 SH   SOLE   299,784 0 302,041
METTLER TOLEDO INTERNATIONAL C COM 592688105 325 283 SH   SOLE   236 0 47
MICRON TECHNOLOGY INC COM COM 595112103 14,053 254,216 SH   SOLE   141,087 0 113,129
MICROSOFT CORP COM COM 594918104 40,252 156,727 SH   SOLE   139,760 0 16,967
MIRVAC GROUP STAPLED SEC COM Q62377108 561 413,273 SH   SOLE   413,273 0 0
MITSUBISHI UFJ FINL GROUP INC COM 606822104 72 13,560 SH   SOLE   13,560 0 0
MONDELEZ INTL INC CL A COM 609207105 6,790 109,357 SH   SOLE   105,192 0 4,165
MONDI PLC ADR COM 60921V101 2,853 80,716 SH   SOLE   53,877 0 26,839
MORGAN STANLEY COM NEW COM 617446448 29,408 386,644 SH   SOLE   194,759 0 191,885
NETFLIX INC COM COM 64110L106 4,241 24,251 SH   SOLE   23,934 0 317
NEW YORK TIMES CO CL A COM 650111107 2,485 89,073 SH   SOLE   87,879 0 1,194
NEXTERA ENERGY INC COM COM 65339F101 721 9,312 SH   SOLE   5,313 0 3,999
NEXTERA ENERGY PARTNERS LP COM COM 65341B106 277 3,739 SH   SOLE   3,739 0 0
NIKE INC CL B COM 654106103 448 4,379 SH   SOLE   1,778 0 2,601
NORTHERN TR CORP COM COM 665859104 3,846 39,864 SH   SOLE   60 0 39,804
NOVARTIS A G SPONSORED ADR COM 66987V109 23,617 279,396 SH   SOLE   219,515 0 59,881
NOVO-NORDISK A S ADR COM 670100205 8,304 74,523 SH   SOLE   67,371 0 7,152
NOVOZYMES A/S UNSPONSORED ADR COM 670108109 1,083 18,087 SH   SOLE   13,521 0 4,566
NVIDIA CORPORATION COM COM 67066G104 1,304 8,605 SH   SOLE   3,509 0 5,096
ORACLE CORP COM COM 68389X105 15,867 227,094 SH   SOLE   53,507 0 173,587
ORGANON & CO COMMON STOCK COM 68622V106 12,866 381,220 SH   SOLE   81,922 0 299,298
ORIX CORP ORD F COM J61933123 999 59,605 SH   SOLE   59,605 0 0
ORIX CORP SPONSORED ADR COM 686330101 6,104 72,532 SH   SOLE   49,021 0 23,511
ORSTED A S SHS F COM K7653Q105 569 5,454 SH   SOLE   5,454 0 0
ORSTED A/S UNSPONSORED ADR COM 68750L102 4,163 119,747 SH   SOLE   84,961 0 34,786
OVERSEA-CHINESE BKG CORP LTD U COM 690333109 5,384 328,908 SH   SOLE   212,590 0 116,318
OWENS CORNING NEW COM COM 690742101 5,733 77,156 SH   SOLE   17,478 0 59,678
P T TELEKOMUNIKASI INDONESIA S COM 715684106 281 10,379 SH   SOLE   10,379 0 0
PAGSEGURO DIGITAL LTD COM CL A COM G68707101 8,855 864,731 SH   SOLE   864,731 0 0
PAYPAL HLDGS INC COM COM 70450Y103 16,007 229,197 SH   SOLE   228,582 0 615
PEPSICO INC COM COM 713448108 1,250 7,503 SH   SOLE   4,683 0 2,820
PFIZER INC COM COM 717081103 1,057 20,155 SH   SOLE   8,714 0 11,441
PHILIP MORRIS INTL INC COM COM 718172109 526 5,332 SH   SOLE   2,173 0 3,159
PING AN INS GROUP CO CHINA LTD COM 72341E304 997 73,324 SH   SOLE   73,324 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 26,760 169,615 SH   SOLE   87,348 0 82,267
PRICE T ROWE GROUP INC COM COM 74144T108 8,112 71,400 SH   SOLE   57,598 0 13,802
PROCTER AND GAMBLE CO COM COM 742718109 20,373 141,689 SH   SOLE   36,639 0 105,050
PRYSMIAN SPA UNSPONSORD ADR COM 74440L106 2,721 198,599 SH   SOLE   134,609 0 63,990
QUALCOMM INC COM COM 747525103 504 3,947 SH   SOLE   1,649 0 2,298
RECRUIT HOLDINGS CO LTD UNSPON COM 75629J101 2,981 506,852 SH   SOLE   336,261 0 170,591
REGENERON PHARMACEUTICALS COM 75886F107 35,132 59,432 SH   SOLE   35,645 0 23,787
ROCHE HLDG LTD SPONSORED ADR COM 771195104 27,100 651,564 SH   SOLE   575,127 0 76,437
ROYAL DSM N V SPON ADR COM 780249108 774 21,608 SH   SOLE   21,608 0 0
S&P GLOBAL INC COM COM 78409V104 410 1,216 SH   SOLE   494 0 722
SALESFORCE INC COM COM 79466L302 20,374 123,451 SH   SOLE   121,016 0 2,435
SAMPO INSURANCE COMPANY LTD F COM X75653109 986 22,711 SH   SOLE   22,711 0 0
SAMPO OYJ ADR COM 79588J102 5,121 235,970 SH   SOLE   139,684 0 96,286
SAP SE SPON ADR COM 803054204 15,213 167,688 SH   SOLE   133,098 0 34,590
SCHNEIDER ELECTRIC SE UNSPONSO COM 80687P106 6,621 280,491 SH   SOLE   203,713 0 76,778
SERVICENOW INC COM COM 81762P102 328 689 SH   SOLE   281 0 408
SHIMANO INC ORD F COM J72262108 633 3,754 SH   SOLE   3,754 0 0
SHIMANO INC UNSPONSORD ADR COM 82455C101 3,848 228,086 SH   SOLE   156,775 0 71,311
SHINHAN FINANCIAL GROUP CO LTD COM 824596100 586 20,526 SH   SOLE   20,526 0 0
SHISEIDO SPONSORED ADR COM 824841407 3,558 88,762 SH   SOLE   60,488 0 28,274
SINGAPORE TELECOMMUNICATNS LTD COM 82929R304 2,550 140,252 SH   SOLE   79,134 0 61,118
SK TELECOM LTD SPONSORED ADR COM 78440P306 10,182 456,201 SH   SOLE   420,286 0 35,915
SMITH & NEPHEW PLC SPDN ADR NE COM 83175M205 371 13,298 SH   SOLE   7,624 0 5,674
SOCIEDAD QUIMICA MINERA DE CHI COM 833635105 20,312 243,171 SH   SOLE   228,745 0 14,426
SONIC HEALTHCARE LTD SPONSORED COM 83546A203 500 22,042 SH   SOLE   7,523 0 14,519
SONOVA HLDG AG UNSPONSORED ADR COM 83569C102 1,470 23,148 SH   SOLE   15,741 0 7,407
SONY CORP ADR NEW COM 835699307 3,212 39,282 SH   SOLE   26,244 0 13,038
SPDR GOLD TRUST GOLD SHS COM 78463V107 354 2,102 SH   SOLE   2,102 0 0
SPIRAX SARCO ENGINEERING PLC F COM G83561129 396 3,302 SH   SOLE   3,302 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 33,387 1,318,617 SH   SOLE   961,587 0 357,030
SSE PLC SPONSORED ADR COM 78467K107 3,544 180,567 SH   SOLE   118,196 0 62,371
STEEL DYNAMICS INC COM COM 858119100 10,707 161,855 SH   SOLE   35,717 0 126,138
STRYKER CORPORATION COM COM 863667101 280 1,407 SH   SOLE   722 0 685
SWISSCOM AG SPONSORED ADR COM 871013108 666 12,085 SH   SOLE   3,871 0 8,214
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 53,048 648,902 SH   SOLE   586,014 0 62,888
TARGET CORP COM COM 87612E106 12,127 85,865 SH   SOLE   51,625 0 34,240
TDK CORP AMERN DEP SH COM 872351408 3,003 97,354 SH   SOLE   61,071 0 36,283
TDK CORP SHS F COM J82141136 394 12,762 SH   SOLE   12,762 0 0
TEXAS INSTRS INC COM COM 882508104 488 3,176 SH   SOLE   1,293 0 1,883
THERMO FISHER SCIENTIFIC INC C COM 883556102 886 1,631 SH   SOLE   828 0 803
TJX COS INC NEW COM COM 872540109 16,682 298,685 SH   SOLE   170,944 0 127,741
TOMRA SYSTEMS ASA SPON ADR NEW COM 889905204 708 38,267 SH   SOLE   38,267 0 0
TOPBUILD CORP COM COM 89055F103 21,660 129,577 SH   SOLE   129,219 0 358
TRIP COM INTL LTD SPONSORED AD COM 89677Q107 11,299 411,622 SH   SOLE   380,299 0 31,323
UMICORE GROUP SHS F COM B95505184 311 8,923 SH   SOLE   8,923 0 0
UMICORE GROUP UNSPONSORED ADR COM 90420M104 2,596 298,085 SH   SOLE   207,946 0 90,139
UNILEVER PLC-SPONSORED ADR COM 904767704 27,137 592,130 SH   SOLE   465,991 0 126,139
UNION PAC CORP COM COM 907818108 620 2,908 SH   SOLE   1,610 0 1,298
UNITED PARCEL SERVICE INC CL B COM 911312106 9,074 49,711 SH   SOLE   12,298 0 37,413
UNITED RENTALS INC COM COM 911363109 13,128 54,045 SH   SOLE   11,975 0 42,070
UNITEDHEALTH GROUP INC COM COM 91324P102 1,690 3,290 SH   SOLE   1,370 0 1,920
UNUM GROUP COM COM 91529Y106 12,331 362,449 SH   SOLE   89,540 0 272,909
US BANCORP DEL COM NEW COM 902973304 14,482 314,690 SH   SOLE   71,319 0 243,371
VALEO SPONSORED ADR COM 919134304 3,457 358,973 SH   SOLE   251,040 0 107,933
VALMONT INDS INC COM COM 920253101 6,252 27,834 SH   SOLE   6,371 0 21,463
VEOLIA ENVIRONNEMENT SPONSORED COM 92334N103 1,047 42,993 SH   SOLE   28,637 0 14,356
VERIZON COMMUNICATIONS INC COM COM 92343V104 42,085 829,269 SH   SOLE   339,850 0 489,419
VERTEX PHARMACEUTICALS INC COM COM 92532F100 15,490 54,969 SH   SOLE   36,255 0 18,714
VESTAS WIND SYS AS UTD KINGDOM COM 925458101 3,401 484,151 SH   SOLE   371,654 0 112,497
VISA INC COM CL A COM 92826C839 16,497 83,788 SH   SOLE   79,410 0 4,378
VMWARE INC CL A COM COM 928563402 11,784 103,384 SH   SOLE   24,415 0 78,969
VOLVO AKTIEBOLAGET UNSPON ADR COM 928854108 3,555 230,009 SH   SOLE   146,292 0 83,717
VONOVIA SE F COM D9581T100 219 7,113 SH   SOLE   7,113 0 0
WABTEC COM COM 929740108 28,441 346,505 SH   SOLE   216,662 0 129,843
WALGREENS BOOTS ALLIANCE INC C COM 931427108 11,668 307,854 SH   SOLE   69,960 0 237,894
WASTE MGMT INC DEL COM COM 94106L109 447 2,920 SH   SOLE   2,135 0 785
WATERS CORP COM COM 941848103 5,103 15,417 SH   SOLE   15,120 0 297
WEG SA ADR COM 94858P209 178 35,200 SH   SOLE   35,200 0 0
WEICHAI PWR CO LTD-H ADR COM 948597109 167 13,149 SH   SOLE   13,149 0 0
WELLS FARGO CO NEW COM COM 949746101 518 13,233 SH   SOLE   5,313 0 7,920
WESTROCK CO COM COM 96145D105 5,908 148,293 SH   SOLE   34,286 0 114,007
WEYERHAEUSER CO MTN BE COM NEW COM 962166104 27,201 821,284 SH   SOLE   592,768 0 228,516
WORLDLINE SA F COM F9867T103 280 7,583 SH   SOLE   7,583 0 0
WORLDLINE SA UNSPONSORD ADR COM 98161H101 1,811 97,922 SH   SOLE   59,372 0 38,550
XINYI SOLAR HOLDINGS LTD F COM G9829N102 441 285,580 SH   SOLE   285,580 0 0
XYLEM INC COM COM 98419M100 22,214 284,145 SH   SOLE   283,067 0 1,078
YAMAHA CORP SPONSORED ADR COM 984627109 4,366 105,928 SH   SOLE   75,049 0 30,879
ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 12,595 119,885 SH   SOLE   28,066 0 91,819
ZOETIS INC CL A COM 98978V103 215 1,250 SH   SOLE   1,250 0 0