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
AGCO Corp. COM 001084102 3,269 48,515 SH   SOLE NONE 48,515 0 0
AO Smith Corp. COM 831865209 8,730 154,987 SH   SOLE NONE 154,987 0 0
AT&T Inc. COM 00206R102 1,163 30,827 SH   SOLE NONE 30,827 0 0
AbbVie Inc. COM 00287Y109 2,107 29,064 SH   SOLE NONE 29,064 0 0
Acuity Brands Inc. COM 00508Y102 2,641 12,993 SH   SOLE NONE 12,993 0 0
AdvanSix Inc. COM 00773T101 60 1,917 SH   SOLE NONE 1,917 0 0
Agrium Inc. COM 008916108 1,195 13,205 SH   SOLE NONE 13,205 0 0
Albemarle Corp. COM 012653101 3,912 37,068 SH   SOLE NONE 37,068 0 0
Altria Group Inc. COM 02209S103 4,360 58,551 SH   SOLE NONE 58,551 0 0
Amphenol Corp. COM 032095101 5,597 75,825 SH   SOLE NONE 75,825 0 0
Analog Devices Inc. COM 032654105 4,237 54,457 SH   SOLE NONE 54,457 0 0
Bristol-Myers Squibb Co. COM 110122108 1,495 26,825 SH   SOLE NONE 26,825 0 0
Brookfield Renewable Partners LP LTD PART G16258108 5,702 178,732 SH   SOLE NONE 178,732 0 0
Chubb Ltd. COM H1467J104 6,445 44,330 SH   SOLE NONE 44,330 0 0
Cummins Inc. COM 231021106 6,270 38,653 SH   SOLE NONE 38,653 0 0
Danaher Corp. COM 235851102 9,807 116,216 SH   SOLE NONE 116,216 0 0
Delphi Automotive PLC COM G27823106 6,974 79,569 SH   SOLE NONE 79,569 0 0
Ecolab Inc. COM 278865100 7,086 53,375 SH   SOLE NONE 53,375 0 0
Equinix Inc. REIT REIT 29444U700 5,914 13,780 SH   SOLE NONE 13,780 0 0
Exxon Mobil Corp. COM 30231G102 2,488 30,820 SH   SOLE NONE 30,820 0 0
First Solar Inc. COM 336433107 1,418 35,552 SH   SOLE NONE 35,552 0 0
Forestar Group Inc. COM 346233109 533 31,081 SH   SOLE NONE 31,081 0 0
Global X MSCI Norway ETF ETF 37950E747 916 79,614 SH   SOLE NONE 79,614 0 0
Goldcorp Inc. COM 380956409 651 50,414 SH   SOLE NONE 50,414 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 4,329 189,295 SH   SOLE NONE 189,295 0 0
Honeywell International Inc. COM 438516106 6,358 47,702 SH   SOLE NONE 47,702 0 0
Huntington Ingalls Industries Inc. COM 446413106 971 5,217 SH   SOLE NONE 5,217 0 0
IDEXX Laboratories Inc. COM 45168D104 6,365 39,429 SH   SOLE NONE 39,429 0 0
International Business Machines Corp. COM 459200101 1,353 8,795 SH   SOLE NONE 8,795 0 0
Invesco Ltd. COM G491BT108 1,959 55,674 SH   SOLE NONE 55,674 0 0
JPMorgan Chase & Co. COM 46625H100 5,229 57,207 SH   SOLE NONE 57,207 0 0
Johnson Controls International PLC COM G51502105 5,309 122,436 SH   SOLE NONE 122,436 0 0
Lincoln National Corp. COM 534187109 623 9,223 SH   SOLE NONE 9,223 0 0
Medtronic Inc. COM G5960L103 5,646 63,612 SH   SOLE NONE 63,612 0 0
MetLife Inc. COM 59156R108 2,033 37,000 SH   SOLE NONE 37,000 0 0
Mondelez International Inc. COM 609207105 2,043 47,293 SH   SOLE NONE 47,293 0 0
Monolithic Power Systems Inc. COM 609839105 5,117 53,083 SH   SOLE NONE 53,083 0 0
Moody's Corp. COM 615369105 4,931 40,521 SH   SOLE NONE 40,521 0 0
NIKE Inc. COM 654106103 3,198 54,207 SH   SOLE NONE 54,207 0 0
Northrop Grumman Corp. COM 666807102 4,264 16,612 SH   SOLE NONE 16,612 0 0
Omnicom Group Inc. COM 681919106 3,461 41,745 SH   SOLE NONE 41,745 0 0
Pattern Energy Group Inc. COM 70338P100 3,361 140,961 SH   SOLE NONE 140,961 0 0
Philip Morris International Inc. COM 718172109 5,123 43,616 SH   SOLE NONE 43,616 0 0
Roper Technologies Inc. COM 776696106 8,310 35,892 SH   SOLE NONE 35,892 0 0
Sealed Air Corp. COM 81211K100 497 11,097 SH   SOLE NONE 11,097 0 0
Sprouts Farmers Market Inc. COM 85208M102 4,141 182,658 SH   SOLE NONE 182,658 0 0
Synchrony Financial COM 87165B103 830 27,834 SH   SOLE NONE 27,834 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 1,209 36,402 SH   SOLE NONE 36,402 0 0
The Dun & Bradstreet Corp. COM 26483E100 2,086 19,291 SH   SOLE NONE 19,291 0 0
The Hain Celestial Group Inc. COM 405217100 581 14,967 SH   SOLE NONE 14,967 0 0
The Kraft Heinz Co. COM 500754106 1,345 15,702 SH   SOLE NONE 15,702 0 0
The Kroger Co. COM 501044101 4,354 186,686 SH   SOLE NONE 186,686 0 0
The Williams Cos. Inc. COM 969457100 1,107 36,569 SH   SOLE NONE 36,569 0 0
Thermo Fisher Scientific Inc. COM 883556102 8,534 48,911 SH   SOLE NONE 48,911 0 0
Trex Co. Inc. COM 89531P105 5,789 85,563 SH   SOLE NONE 85,563 0 0
Trimble Inc. COM 896239100 5,735 160,777 SH   SOLE NONE 160,777 0 0
Unum Group COM 91529Y106 1,966 42,170 SH   SOLE NONE 42,170 0 0
Vale SA ADR ADR 91912E105 92 10,490 SH   SOLE NONE 10,490 0 0
WPX Energy Inc. COM 98212B103 455 47,147 SH   SOLE NONE 47,147 0 0
Wabtec Corp. COM 929740108 5,829 63,705 SH   SOLE NONE 63,705 0 0
Waste Connections Inc. COM 94106B101 10,475 162,598 SH   SOLE NONE 162,598 0 0
Waste Management Inc. COM 94106L109 4,778 65,137 SH   SOLE NONE 65,137 0 0
Western Digital Corp. COM 958102105 1,507 17,008 SH   SOLE NONE 17,008 0 0
Xylem Inc. COM 98419M100 9,172 165,471 SH   SOLE NONE 165,471 0 0
iShares MSCI China ETF ETF 46429B671 2,949 53,921 SH   SOLE NONE 53,921 0 0
iShares MSCI Germany ETF ETF 464286806 1,702 56,222 SH   SOLE NONE 56,222 0 0
iShares MSCI Japan ETF ETF 46434G822 1,824 34,006 SH   SOLE NONE 34,006 0 0
iShares MSCI Netherlands ETF ETF 464286814 1,241 42,907 SH   SOLE NONE 42,907 0 0
iShares MSCI South Korea Capped ETF ETF 464286772 2,144 31,617 SH   SOLE NONE 31,617 0 0
iShares MSCI Thailand Capped ETF ETF 464286624 1,760 22,575 SH   SOLE NONE 22,575 0 0