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 2,662 46,003 SH   SOLE NONE 46,003 0 0
AO Smith Corp. COM 831865209 7,339 154,987 SH   SOLE NONE 15,499 0 0
AT&T Inc. COM 00206R102 1,243 29,231 SH   SOLE NONE 29,231 0 0
AbbVie Inc. COM 00287Y109 1,726 27,558 SH   SOLE NONE 27,558 0 0
Acuity Brands Inc. COM 00508Y102 8,797 38,106 SH   SOLE NONE 38,106 0 0
AdvanSix Inc. COM 00773T101 40 1,820 SH   SOLE NONE 1,820 0 0
Agrium Inc. COM 008916108 1,250 12,427 SH   SOLE NONE 12,427 0 0
Albemarle Corp. COM 012653101 2,446 28,411 SH   SOLE NONE 28,411 0 0
Altria Group Inc. COM 02209S103 3,754 55,518 SH   SOLE NONE 55,518 0 0
Amphenol Corp. COM 032095101 6,286 93,535 SH   SOLE NONE 93,535 0 0
Bristol-Myers Squibb Co. COM 110122108 1,486 25,436 SH   SOLE NONE 25,436 0 0
Brookfield Renewable Partners LP LTD PART G16258108 5,037 169,901 SH   SOLE NONE 169,901 0 0
Chubb Ltd. COM H1467J104 5,554 42,034 SH   SOLE NONE 42,034 0 0
Cummins Inc. COM 231021106 3,733 27,315 SH   SOLE NONE 27,315 0 0
Danaher Corp. COM 235851102 6,842 87,893 SH   SOLE NONE 87,893 0 0
Delphi Automotive PLC COM G27823106 4,279 63,538 SH   SOLE NONE 63,538 0 0
Ecolab Inc. COM 278865100 6,972 59,477 SH   SOLE NONE 59,477 0 0
Equinix Inc. REIT REIT 29444U700 4,925 13,780 SH   SOLE NONE 13,780 0 0
Exxon Mobil Corp. COM 30231G102 2,638 29,223 SH   SOLE NONE 29,223 0 0
First Solar Inc. COM 336433107 753 23,452 SH   SOLE NONE 23,452 0 0
Forestar Group Inc. COM 346233109 392 29,472 SH   SOLE NONE 29,472 0 0
Global X MSCI Norway ETF ETF 37950E747 833 75,489 SH   SOLE NONE 75,489 0 0
Goldcorp Inc. COM 380956409 645 47,444 SH   SOLE NONE 47,444 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 3,010 158,499 SH   SOLE NONE 158,499 0 0
Honeywell International Inc. COM 438516106 5,240 45,231 SH   SOLE NONE 45,231 0 0
Huntington Ingalls Industries Inc. COM 446413106 911 4,946 SH   SOLE NONE 4,946 0 0
IDEXX Laboratories Inc. COM 45168D104 7,144 60,918 SH   SOLE NONE 60,918 0 0
International Business Machines Corp. COM 459200101 1,384 8,338 SH   SOLE NONE 8,338 0 0
Invesco Ltd. COM G491BT108 1,602 52,791 SH   SOLE NONE 52,791 0 0
JPMorgan Chase & Co. COM 46625H100 4,681 54,245 SH   SOLE NONE 54,245 0 0
Johnson Controls International PLC COM G51502105 5,910 143,470 SH   SOLE NONE 143,470 0 0
Lincoln National Corp. COM 534187109 579 8,744 SH   SOLE NONE 8,744 0 0
Medtronic Inc. COM G5960L103 2,511 35,256 SH   SOLE NONE 35,256 0 0
MetLife Inc. COM 59156R108 1,891 35,084 SH   SOLE NONE 35,084 0 0
Mobileye NV COM N51488117 2,920 76,609 SH   SOLE NONE 76,609 0 0
Mondelez International Inc. COM 609207105 1,988 44,845 SH   SOLE NONE 44,845 0 0
Moody's Corp. COM 615369105 3,959 41,993 SH   SOLE NONE 41,993 0 0
NIKE Inc. COM 654106103 4,894 96,285 SH   SOLE NONE 96,285 0 0
Northrop Grumman Corp. COM 666807102 3,664 15,752 SH   SOLE NONE 15,752 0 0
Omnicom Group Inc. COM 681919106 3,369 39,584 SH   SOLE NONE 39,584 0 0
Pattern Energy Group Inc. COM 70338P100 3,480 183,280 SH   SOLE NONE 183,280 0 0
Philip Morris International Inc. COM 718172109 4,470 48,859 SH   SOLE NONE 48,859 0 0
Roper Technologies Inc. COM 776696106 3,673 20,061 SH   SOLE NONE 20,061 0 0
Sealed Air Corp. COM 81211K100 2,518 55,538 SH   SOLE NONE 55,538 0 0
Sprouts Farmers Market Inc. COM 85208M102 2,342 123,764 SH   SOLE NONE 123,764 0 0
Synchrony Financial COM 87165B103 414 11,414 SH   SOLE NONE 11,414 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 842 23,229 SH   SOLE NONE 23,229 0 0
The Dun & Bradstreet Corp. COM 26483E100 2,219 18,292 SH   SOLE NONE 18,292 0 0
The Hain Celestial Group Inc. COM 405217100 2,111 54,096 SH   SOLE NONE 54,096 0 0
The Kraft Heinz Co. COM 500754106 1,300 14,888 SH   SOLE NONE 14,888 0 0
The Kroger Co. COM 501044101 8,432 244,331 SH   SOLE NONE 244,331 0 0
The WhiteWave Foods Co. COM 966244105 4,990 89,749 SH   SOLE NONE 89,749 0 0
The Williams Cos. Inc. COM 969457100 1,080 34,675 SH   SOLE NONE 34,675 0 0
Thermo Fisher Scientific Inc. COM 883556102 9,485 67,225 SH   SOLE NONE 67,225 0 0
Trex Co. Inc. COM 89531P105 6,734 104,567 SH   SOLE NONE 104,567 0 0
Trimble Inc. COM 896239100 4,931 163,563 SH   SOLE NONE 163,563 0 0
United Natural Foods Inc. COM 911163103 1,044 21,868 SH   SOLE NONE 21,868 0 0
Unum Group COM 91529Y106 1,757 39,988 SH   SOLE NONE 39,988 0 0
Vale SA ADR ADR 91912E105 75 9,802 SH   SOLE NONE 9,802 0 0
WPX Energy Inc. COM 98212B103 651 44,708 SH   SOLE NONE 44,708 0 0
Wabtec Corp. COM 929740108 3,696 44,523 SH   SOLE NONE 44,523 0 0
Waste Connections Inc. COM 94106B101 7,790 99,119 SH   SOLE NONE 99,119 0 0
Waste Management Inc. COM 94106L109 4,380 61,764 SH   SOLE NONE 61,764 0 0
Western Digital Corp. COM 958102105 1,661 24,445 SH   SOLE NONE 24,445 0 0
Xylem Inc. COM 98419M100 8,925 180,229 SH   SOLE NONE 180,229 0 0
iShares MSCI China ETF ETF 46429B671 2,236 51,129 SH   SOLE NONE 51,129 0 0
iShares MSCI Germany ETF ETF 464286806 1,890 71,384 SH   SOLE NONE 71,384 0 0
iShares MSCI Japan ETF ETF 46434G822 1,576 32,246 SH   SOLE NONE 32,246 0 0
iShares MSCI Netherlands ETF ETF 464286814 1,492 61,786 SH   SOLE NONE 61,786 0 0
iShares MSCI South Korea Capped ETF ETF 464286772 1,715 32,216 SH   SOLE NONE 32,216 0 0
iShares MSCI Thailand Capped ETF ETF 464286624 1,003 13,910 SH   SOLE NONE 13,910 0 0