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
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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
AGCO Corp. COM 001084102 3,606 50,485 SH   SOLE NONE 50,485 0 0
AO Smith Corp. COM 831865209 9,520 155,357 SH   SOLE NONE 15,536 0 0
AT&T Inc. COM 00206R102 1,305 33,573 SH   SOLE NONE 33,573 0 0
AbbVie Inc. COM 00287Y109 2,925 30,244 SH   SOLE NONE 30,244 0 0
Acuity Brands Inc. COM 00508Y102 670 3,805 SH   SOLE NONE 3,805 0 0
AdvanSix Inc. COM 00773T101 84 1,995 SH   SOLE NONE 1,995 0 0
Agrium Inc. COM 008916108 1,580 13,742 SH   SOLE NONE 13,742 0 0
Albemarle Corp. COM 012653101 5,375 42,031 SH   SOLE NONE 42,031 0 0
Altria Group Inc. COM 02209S103 4,351 60,929 SH   SOLE NONE 60,929 0 0
Amphenol Corp. COM 032095101 6,673 76,006 SH   SOLE NONE 76,006 0 0
Analog Devices Inc. COM 032654105 6,433 72,262 SH   SOLE NONE 72,262 0 0
Aptiv PLC COM G6095L109 6,766 79,755 SH   SOLE NONE 79,755 0 0
Brighthouse Financial Inc. COM 10922N103 205 3,500 SH   SOLE NONE 3,500 0 0
Bristol-Myers Squibb Co. COM 110122108 1,711 27,914 SH   SOLE NONE 27,914 0 0
Brookfield Renewable Partners LP LTD PART G16258108 6,244 179,161 SH   SOLE NONE 179,161 0 0
Chubb Ltd. COM H1467J104 5,966 40,824 SH   SOLE NONE 40,824 0 0
Cummins Inc. COM 231021106 6,900 39,065 SH   SOLE NONE 39,065 0 0
Danaher Corp. COM 235851102 8,310 89,525 SH   SOLE NONE 89,525 0 0
Delphi Technologies PLC COM G2709G107 1,395 26,585 SH   SOLE NONE 26,585 0 0
Ecolab Inc. COM 278865100 7,777 57,963 SH   SOLE NONE 57,963 0 0
Equinix Inc. REIT REIT 29444U700 6,260 13,813 SH   SOLE NONE 13,813 0 0
Exxon Mobil Corp. COM 30231G102 2,682 32,071 SH   SOLE NONE 32,071 0 0
First Solar Inc. COM 336433107 1,842 27,278 SH   SOLE NONE 27,278 0 0
Goldcorp Inc. COM 380956409 670 52,461 SH   SOLE NONE 52,461 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 2,535 105,378 SH   SOLE NONE 105,378 0 0
Honeywell International Inc. COM 438516106 7,613 49,639 SH   SOLE NONE 49,639 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,280 5,430 SH   SOLE NONE 5,430 0 0
IDEXX Laboratories Inc. COM 45168D104 4,428 28,317 SH   SOLE NONE 28,317 0 0
International Business Machines Corp. COM 459200101 1,404 9,152 SH   SOLE NONE 9,152 0 0
Invesco Ltd. COM G491BT108 2,117 57,934 SH   SOLE NONE 57,934 0 0
JPMorgan Chase & Co. COM 46625H100 6,366 59,530 SH   SOLE NONE 59,530 0 0
Johnson Controls International PLC COM G51502105 4,286 112,464 SH   SOLE NONE 112,464 0 0
Lincoln National Corp. COM 534187109 738 9,597 SH   SOLE NONE 9,597 0 0
Medtronic Inc. COM G5960L103 5,149 63,764 SH   SOLE NONE 63,764 0 0
MetLife Inc. COM 59156R108 1,947 38,502 SH   SOLE NONE 38,502 0 0
Mondelez International Inc. COM 609207105 2,106 49,213 SH   SOLE NONE 49,213 0 0
Monolithic Power Systems Inc. COM 609839105 5,787 51,508 SH   SOLE NONE 51,508 0 0
Moody's Corp. COM 615369105 5,383 36,465 SH   SOLE NONE 36,465 0 0
NVIDIA Corp. COM 67066G104 3,092 15,981 SH   SOLE NONE 15,981 0 0
Northrop Grumman Corp. COM 666807102 5,306 17,288 SH   SOLE NONE 17,288 0 0
ON Semiconductor Corp. COM 682189105 2,470 117,947 SH   SOLE NONE 117,947 0 0
Omnicom Group Inc. COM 681919106 3,164 43,440 SH   SOLE NONE 43,440 0 0
Pattern Energy Group Inc. COM 70338P100 3,036 141,297 SH   SOLE NONE 141,297 0 0
Philip Morris International Inc. COM 718172109 4,795 45,387 SH   SOLE NONE 45,387 0 0
Roper Technologies Inc. COM 776696106 9,318 35,978 SH   SOLE NONE 35,978 0 0
Sprouts Farmers Market Inc. COM 85208M102 4,458 183,095 SH   SOLE NONE 183,095 0 0
Synchrony Financial COM 87165B103 1,118 28,964 SH   SOLE NONE 28,964 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 718 37,879 SH   SOLE NONE 37,879 0 0
The Dun & Bradstreet Corp. COM 26483E100 2,377 20,075 SH   SOLE NONE 20,075 0 0
The Hain Celestial Group Inc. COM 405217100 634 14,967 SH   SOLE NONE 14,967 0 0
The Kraft Heinz Co. COM 500754106 1,271 16,339 SH   SOLE NONE 16,339 0 0
The Williams Cos. Inc. COM 969457100 1,160 38,053 SH   SOLE NONE 38,053 0 0
Thermo Fisher Scientific Inc. COM 883556102 9,309 49,028 SH   SOLE NONE 49,028 0 0
Trex Co. Inc. COM 89531P105 8,807 81,255 SH   SOLE NONE 81,255 0 0
Trimble Inc. COM 896239100 7,624 187,588 SH   SOLE NONE 187,588 0 0
Unum Group COM 91529Y106 2,409 43,882 SH   SOLE NONE 43,882 0 0
Vale SA ADR ADR 91912E105 138 11,293 SH   SOLE NONE 11,293 0 0
WPX Energy Inc. COM 98212B103 690 49,061 SH   SOLE NONE 49,061 0 0
Wabtec Corp. COM 929740108 3,275 40,223 SH   SOLE NONE 40,223 0 0
Waste Connections Inc. COM 94106B101 10,919 153,914 SH   SOLE NONE 153,914 0 0
Waste Management Inc. COM 94106L109 5,850 67,782 SH   SOLE NONE 67,782 0 0
Western Digital Corp. COM 958102105 1,408 17,698 SH   SOLE NONE 17,698 0 0
Xylem Inc. COM 98419M100 11,312 165,869 SH   SOLE NONE 165,869 0 0
iShares MSCI China ETF ETF 46429B671 3,734 56,110 SH   SOLE NONE 56,110 0 0
iShares MSCI Italy ETF ETF 46434G830 1,692 55,585 SH   SOLE NONE 55,585 0 0
iShares MSCI Japan ETF ETF 46434G822 3,840 64,071 SH   SOLE NONE 64,071 0 0
iShares MSCI Singapore ETF ETF 46434G780 839 32,342 SH   SOLE NONE 32,342 0 0
iShares MSCI South Korea ETF ETF 464286772 1,517 20,242 SH   SOLE NONE 20,242 0 0
iShares MSCI Thailand ETF ETF 464286624 1,473 15,928 SH   SOLE NONE 15,928 0 0