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 3,335 51,426 SH   SOLE NONE 51,426 0 0
AO Smith Corp. COM 831865209 8,887 139,757 SH   SOLE NONE 13,976 0 0
AT&T Inc. COM 00206R102 1,219 34,198 SH   SOLE NONE 34,198 0 0
AbbVie Inc. COM 00287Y109 2,916 30,808 SH   SOLE NONE 30,808 0 0
Acuity Brands Inc. COM 00508Y102 530 3,805 SH   SOLE NONE 3,805 0 0
AdvanSix Inc. COM 00773T101 71 2,032 SH   SOLE NONE 2,032 0 0
Aflac Inc. COM 001055102 816 18,642 SH   SOLE NONE 18,642 0 0
Albemarle Corp. COM 012653101 2,319 25,007 SH   SOLE NONE 25,007 0 0
Alphabet Inc. COM 02079K107 789 765 SH   SOLE NONE 0 0 765
Altria Group Inc. COM 02209S103 3,868 62,064 SH   SOLE NONE 62,064 0 0
Amphenol Corp. COM 032095101 6,531 75,825 SH   SOLE NONE 75,825 0 0
Analog Devices Inc. COM 032654105 6,569 72,089 SH   SOLE NONE 72,089 0 0
Aptiv PLC COM G6095L109 6,761 79,569 SH   SOLE NONE 79,569 0 0
Brighthouse Financial Inc. COM 10922N103 183 3,565 SH   SOLE NONE 3,565 0 0
Bristol-Myers Squibb Co. COM 110122108 1,798 28,434 SH   SOLE NONE 28,434 0 0
Brookfield Renewable Partners LP LTD PART G16258108 6,679 214,804 SH   SOLE NONE 214,804 0 0
Chubb Ltd. COM H1467J104 5,688 41,585 SH   SOLE NONE 41,585 0 0
Cummins Inc. COM 231021106 4,801 29,617 SH   SOLE NONE 29,617 0 0
Danaher Corp. COM 235851102 8,744 89,311 SH   SOLE NONE 89,311 0 0
Delphi Technologies PLC COM G2709G107 3,212 67,405 SH   SOLE NONE 67,405 0 0
Ecolab Inc. COM 278865100 6,720 49,026 SH   SOLE NONE 49,026 0 0
Equinix Inc. REIT REIT 29444U700 3,973 9,502 SH   SOLE NONE 9,502 0 0
Exxon Mobil Corp. COM 30231G102 2,437 32,669 SH   SOLE NONE 32,669 0 0
First Solar Inc. COM 336433107 1,932 27,214 SH   SOLE NONE 27,214 0 0
Goldcorp Inc. COM 380956409 739 53,439 SH   SOLE NONE 53,439 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 2,050 105,126 SH   SOLE NONE 105,126 0 0
Honeywell International Inc. COM 438516106 7,307 50,565 SH   SOLE NONE 50,565 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,426 5,531 SH   SOLE NONE 5,531 0 0
IDEXX Laboratories Inc. COM 45168D104 7,054 36,855 SH   SOLE NONE 36,855 0 0
International Business Machines Corp. COM 459200101 620 4,039 SH   SOLE NONE 4,039 0 0
Invesco Ltd. COM G491BT108 1,889 59,014 SH   SOLE NONE 59,014 0 0
JPMorgan Chase & Co. COM 46625H100 5,862 53,302 SH   SOLE NONE 53,302 0 0
Johnson Controls International PLC COM G51502105 3,954 112,209 SH   SOLE NONE 112,209 0 0
Lincoln National Corp. COM 534187109 714 9,776 SH   SOLE NONE 9,776 0 0
MINDBODY Inc. COM 60255W105 657 16,891 SH   SOLE NONE 16,891 0 0
Medtronic PLC COM G5960L103 5,103 63,612 SH   SOLE NONE 63,612 0 0
MetLife Inc. COM 59156R108 2,126 46,326 SH   SOLE NONE 46,326 0 0
Mondelez International Inc. COM 609207105 2,092 50,130 SH   SOLE NONE 50,130 0 0
Monolithic Power Systems Inc. COM 609839105 5,949 51,384 SH   SOLE NONE 51,384 0 0
Moody's Corp. COM 615369105 5,642 34,981 SH   SOLE NONE 34,981 0 0
NVIDIA Corp. COM 67066G104 3,692 15,943 SH   SOLE NONE 15,943 0 0
Northrop Grumman Corp. COM 666807102 5,267 15,087 SH   SOLE NONE 15,087 0 0
Nutrien Ltd. COM 67077M108 1,475 31,217 SH   SOLE NONE 31,217 0 0
ON Semiconductor Corp. COM 682189105 2,878 117,666 SH   SOLE NONE 117,666 0 0
Omnicom Group Inc. COM 681919106 2,477 34,080 SH   SOLE NONE 34,080 0 0
Pattern Energy Group Inc. COM 70338P100 2,437 140,961 SH   SOLE NONE 140,961 0 0
Philip Morris International Inc. COM 718172109 4,596 46,234 SH   SOLE NONE 46,234 0 0
Roper Technologies Inc. COM 776696106 10,075 35,892 SH   SOLE NONE 35,892 0 0
Sprouts Farmers Market Inc. COM 85208M102 5,148 219,358 SH   SOLE NONE 219,358 0 0
Synchrony Financial COM 87165B103 989 29,504 SH   SOLE NONE 29,504 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 659 38,586 SH   SOLE NONE 38,586 0 0
The Dun & Bradstreet Corp. COM 26483E100 2,393 20,449 SH   SOLE NONE 20,449 0 0
The Hain Celestial Group Inc. COM 405217100 480 14,967 SH   SOLE NONE 14,967 0 0
The Kraft Heinz Co. COM 500754106 1,037 16,645 SH   SOLE NONE 16,645 0 0
The Williams Cos. Inc. COM 969457100 964 38,763 SH   SOLE NONE 38,763 0 0
Thermo Fisher Scientific Inc. COM 883556102 10,098 48,911 SH   SOLE NONE 48,911 0 0
Trex Co. Inc. COM 89531P105 5,950 54,700 SH   SOLE NONE 54,700 0 0
Trimble Inc. COM 896239100 6,715 187,139 SH   SOLE NONE 187,139 0 0
Unum Group COM 91529Y106 2,128 44,700 SH   SOLE NONE 44,700 0 0
Vale SA ADR ADR 91912E105 148 11,613 SH   SOLE NONE 11,613 0 0
WPX Energy Inc. COM 98212B103 739 49,975 SH   SOLE NONE 49,975 0 0
Wabtec Corp. COM 929740108 3,267 40,136 SH   SOLE NONE 40,136 0 0
Waste Connections Inc. COM 94106B101 11,746 163,733 SH   SOLE NONE 163,733 0 0
Waste Management Inc. COM 94106L109 5,808 69,045 SH   SOLE NONE 69,045 0 0
Western Digital Corp. COM 958102105 1,663 18,028 SH   SOLE NONE 18,028 0 0
Xylem Inc. COM 98419M100 12,728 165,471 SH   SOLE NONE 165,471 0 0
iShares MSCI China ETF ETF 46429B671 3,885 56,653 SH   SOLE NONE 56,653 0 0
iShares MSCI Italy ETF ETF 46434G830 2,406 74,847 SH   SOLE NONE 74,847 0 0
iShares MSCI Japan ETF ETF 46434G822 3,926 64,692 SH   SOLE NONE 64,692 0 0
iShares MSCI Singapore ETF ETF 46434G780 1,454 54,526 SH   SOLE NONE 54,526 0 0
iShares MSCI South Korea ETF ETF 464286772 1,542 20,438 SH   SOLE NONE 20,438 0 0