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 3,624 49,120 SH   SOLE NONE 49,120 0 0
AO Smith Corp. COM 831865209 9,211 154,987 SH   SOLE NONE 15,499 0 0
AT&T Inc. COM 00206R102 1,223 31,211 SH   SOLE NONE 31,211 0 0
AbbVie Inc. COM 00287Y109 2,615 29,427 SH   SOLE NONE 29,427 0 0
Acuity Brands Inc. COM 00508Y102 2,054 11,993 SH   SOLE NONE 11,993 0 0
AdvanSix Inc. COM 00773T101 77 1,941 SH   SOLE NONE 1,941 0 0
Agrium Inc. COM 008916108 1,434 13,371 SH   SOLE NONE 13,371 0 0
Albemarle Corp. COM 012653101 5,716 41,932 SH   SOLE NONE 41,932 0 0
Altria Group Inc. COM 02209S103 3,760 59,281 SH   SOLE NONE 59,281 0 0
Amphenol Corp. COM 032095101 6,418 75,825 SH   SOLE NONE 75,825 0 0
Analog Devices Inc. COM 032654105 4,693 54,457 SH   SOLE NONE 54,457 0 0
Brighthouse Financial Inc. COM 10922N103 207 3,405 SH   SOLE NONE 3,405 0 0
Bristol-Myers Squibb Co. COM 110122108 1,731 27,160 SH   SOLE NONE 27,160 0 0
Brookfield Renewable Partners LP LTD PART G16258108 5,989 178,732 SH   SOLE NONE 178,732 0 0
Chubb Ltd. COM H1467J104 5,662 39,721 SH   SOLE NONE 39,721 0 0
Cummins Inc. COM 231021106 7,766 46,215 SH   SOLE NONE 46,215 0 0
Danaher Corp. COM 235851102 9,969 116,216 SH   SOLE NONE 116,216 0 0
Delphi Automotive PLC COM G27823106 7,830 79,569 SH   SOLE NONE 79,569 0 0
Ecolab Inc. COM 278865100 6,865 53,375 SH   SOLE NONE 53,375 0 0
Equinix Inc. REIT REIT 29444U700 6,150 13,780 SH   SOLE NONE 13,780 0 0
Exxon Mobil Corp. COM 30231G102 2,558 31,205 SH   SOLE NONE 31,205 0 0
First Solar Inc. COM 336433107 2,770 60,371 SH   SOLE NONE 60,371 0 0
Forestar Group Inc. COM 346233109 541 31,468 SH   SOLE NONE 31,468 0 0
Global X MSCI Norway ETF ETF 37950E747 1,092 80,605 SH   SOLE NONE 80,605 0 0
Goldcorp Inc. COM 380956409 662 51,043 SH   SOLE NONE 51,043 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 4,613 189,295 SH   SOLE NONE 189,295 0 0
Honeywell International Inc. COM 438516106 6,846 48,297 SH   SOLE NONE 48,297 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,196 5,283 SH   SOLE NONE 5,283 0 0
IDEXX Laboratories Inc. COM 45168D104 5,330 34,281 SH   SOLE NONE 34,281 0 0
International Business Machines Corp. COM 459200101 1,292 8,905 SH   SOLE NONE 8,905 0 0
Invesco Ltd. COM G491BT108 1,975 56,367 SH   SOLE NONE 56,367 0 0
JPMorgan Chase & Co. COM 46625H100 5,532 57,920 SH   SOLE NONE 57,920 0 0
Johnson Controls International PLC COM G51502105 4,521 112,209 SH   SOLE NONE 112,209 0 0
Lincoln National Corp. COM 534187109 686 9,338 SH   SOLE NONE 9,338 0 0
Medtronic Inc. COM G5960L103 4,947 63,612 SH   SOLE NONE 63,612 0 0
MetLife Inc. COM 59156R108 1,946 37,461 SH   SOLE NONE 37,461 0 0
Mondelez International Inc. COM 609207105 1,947 47,882 SH   SOLE NONE 47,882 0 0
Monolithic Power Systems Inc. COM 609839105 5,656 53,083 SH   SOLE NONE 53,083 0 0
Moody's Corp. COM 615369105 5,711 41,027 SH   SOLE NONE 41,027 0 0
NIKE Inc. COM 654106103 2,811 54,207 SH   SOLE NONE 54,207 0 0
NVIDIA Corp. COM 67066G104 1,441 8,059 SH   SOLE NONE 8,059 0 0
Northrop Grumman Corp. COM 666807102 4,840 16,821 SH   SOLE NONE 16,821 0 0
Omnicom Group Inc. COM 681919106 3,131 42,265 SH   SOLE NONE 42,265 0 0
Pattern Energy Group Inc. COM 70338P100 3,397 140,961 SH   SOLE NONE 140,961 0 0
Philip Morris International Inc. COM 718172109 4,902 44,160 SH   SOLE NONE 44,160 0 0
Roper Technologies Inc. COM 776696106 8,736 35,892 SH   SOLE NONE 35,892 0 0
Sealed Air Corp. COM 81211K100 474 11,097 SH   SOLE NONE 11,097 0 0
Sprouts Farmers Market Inc. COM 85208M102 3,428 182,658 SH   SOLE NONE 182,658 0 0
Synchrony Financial COM 87165B103 875 28,181 SH   SOLE NONE 28,181 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 649 36,856 SH   SOLE NONE 36,856 0 0
The Dun & Bradstreet Corp. COM 26483E100 2,274 19,532 SH   SOLE NONE 19,532 0 0
The Hain Celestial Group Inc. COM 405217100 616 14,967 SH   SOLE NONE 14,967 0 0
The Kraft Heinz Co. COM 500754106 1,233 15,898 SH   SOLE NONE 15,898 0 0
The Williams Cos. Inc. COM 969457100 1,111 37,025 SH   SOLE NONE 37,025 0 0
Thermo Fisher Scientific Inc. COM 883556102 9,254 48,911 SH   SOLE NONE 48,911 0 0
Trex Co. Inc. COM 89531P105 7,707 85,563 SH   SOLE NONE 85,563 0 0
Trimble Inc. COM 896239100 6,310 160,777 SH   SOLE NONE 160,777 0 0
Unum Group COM 91529Y106 2,183 42,696 SH   SOLE NONE 42,696 0 0
Vale SA ADR ADR 91912E105 108 10,729 SH   SOLE NONE 10,729 0 0
WPX Energy Inc. COM 98212B103 549 47,735 SH   SOLE NONE 47,735 0 0
Wabtec Corp. COM 929740108 3,040 40,136 SH   SOLE NONE 40,136 0 0
Waste Connections Inc. COM 94106B101 11,375 162,598 SH   SOLE NONE 162,598 0 0
Waste Management Inc. COM 94106L109 5,162 65,949 SH   SOLE NONE 65,949 0 0
Western Digital Corp. COM 958102105 1,488 17,220 SH   SOLE NONE 17,220 0 0
Xylem Inc. COM 98419M100 10,363 165,471 SH   SOLE NONE 165,471 0 0
iShares MSCI China ETF ETF 46429B671 3,444 54,592 SH   SOLE NONE 54,592 0 0
iShares MSCI Germany ETF ETF 464286806 1,520 46,885 SH   SOLE NONE 46,885 0 0
iShares MSCI Japan ETF ETF 46434G822 2,702 48,499 SH   SOLE NONE 48,499 0 0
iShares MSCI Netherlands ETF ETF 464286814 579 18,437 SH   SOLE NONE 18,437 0 0
iShares MSCI South Korea Capped ETF ETF 464286772 1,360 19,695 SH   SOLE NONE 19,695 0 0
iShares MSCI Thailand Capped ETF ETF 464286624 1,976 22,856 SH   SOLE NONE 22,856 0 0