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 3,735 48,355 SH   SOLE NONE 48,355 0 0
ANSYS Inc. COM 03662Q105 8,744 33,969 SH   SOLE NONE 33,969 0 0
AT&T Inc. COM 00206R102 2,522 64,538 SH   SOLE NONE 64,538 0 0
AbbVie Inc. COM 00287Y109 3,266 36,889 SH   SOLE NONE 36,889 0 0
AdvanSix Inc. COM 00773T101 49 2,433 SH   SOLE NONE 2,433 0 0
Aflac Inc. COM 001055102 2,090 39,505 SH   SOLE NONE 39,505 0 0
Albemarle Corp. COM 012653101 3,627 49,660 SH   SOLE NONE 49,660 0 0
Alphabet Inc. COM 02079K305 3,427 2,559 SH   SOLE NONE 2,559 0 0
American Water Works Co. Inc. COM 030420103 6,604 53,753 SH   SOLE NONE 53,753 0 0
Amphenol Corp. COM 032095101 4,152 38,365 SH   SOLE NONE 38,365 0 0
Analog Devices Inc. COM 032654105 6,622 55,723 SH   SOLE NONE 55,723 0 0
Aptiv PLC COM G6095L109 10,823 113,963 SH   SOLE NONE 113,963 0 0
Booking Holdings Inc. COM 09857L108 1,466 714 SH   SOLE NONE 714 0 0
Brighthouse Financial Inc. COM 10922N103 167 4,268 SH   SOLE NONE 4,268 0 0
Bristol-Myers Squibb Co. COM 110122108 2,864 44,614 SH   SOLE NONE 44,614 0 0
Brookfield Renewable Partners LP LTD PART G16258108 7,483 161,138 SH   SOLE NONE 161,138 0 0
China Biologic Products Holdings Inc. COM G21515104 1,423 12,230 SH   SOLE NONE 12,230 0 0
Chubb Ltd. COM H1467J104 6,022 38,690 SH   SOLE NONE 38,690 0 0
Cree Inc. COM 225447101 3,461 75,004 SH   SOLE NONE 75,004 0 0
Cummins Inc. COM 231021106 8,468 47,320 SH   SOLE NONE 47,320 0 0
Danaher Corp. COM 235851102 13,835 90,139 SH   SOLE NONE 90,139 0 0
Ecolab Inc. COM 278865100 13,422 69,547 SH   SOLE NONE 69,547 0 0
Equinix Inc. REIT REIT 29444U700 10,682 18,301 SH   SOLE NONE 18,301 0 0
Exxon Mobil Corp. COM 30231G102 2,730 39,117 SH   SOLE NONE 39,117 0 0
First Solar Inc. COM 336433107 2,967 53,019 SH   SOLE NONE 53,019 0 0
Franklin FTSE Japan ETF ETF 35473P744 3,972 151,877 SH   SOLE NONE 0 0 151,877
Garrett Motion Inc. COM 366505105 47 4,681 SH   SOLE NONE 4,681 0 0
Global X MSCI Norway ETF ETF 37950E747 719 57,386 SH   SOLE NONE 57,386 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 6,030 187,392 SH   SOLE NONE 187,392 0 0
Honeywell International Inc. COM 438516106 8,101 45,768 SH   SOLE NONE 45,768 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,625 6,476 SH   SOLE NONE 6,476 0 0
International Business Machines Corp. COM 459200101 648 4,836 SH   SOLE NONE 4,836 0 0
Invesco Ltd. COM G491BT108 1,270 70,659 SH   SOLE NONE 70,659 0 0
JPMorgan Chase & Co. COM 46625H100 6,696 48,035 SH   SOLE NONE 48,035 0 0
Medtronic PLC COM G5960L103 12,657 111,564 SH   SOLE NONE 111,564 0 0
MetLife Inc. COM 59156R108 2,827 55,468 SH   SOLE NONE 55,468 0 0
Mondelez International Inc. COM 609207105 3,306 60,023 SH   SOLE NONE 60,023 0 0
Moody's Corp. COM 615369105 8,057 33,939 SH   SOLE NONE 33,939 0 0
Northrop Grumman Corp. COM 666807102 5,495 15,976 SH   SOLE NONE 15,976 0 0
Nutrien Ltd. COM 67077M108 1,791 37,376 SH   SOLE NONE 37,376 0 0
Omnicom Group Inc. COM 681919106 2,066 25,499 SH   SOLE NONE 25,499 0 0
Philip Morris International Inc. COM 718172109 5,634 66,210 SH   SOLE NONE 66,210 0 0
Resideo Technologies Inc. COM 76118Y104 91 7,628 SH   SOLE NONE 7,628 0 0
Roper Technologies Inc. COM 776696106 9,093 25,671 SH   SOLE NONE 25,671 0 0
Synchrony Financial COM 87165B103 2,883 80,048 SH   SOLE NONE 80,048 0 0
Tetra Tech Inc. COM 88162G103 6,990 81,129 SH   SOLE NONE 81,129 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 927 94,576 SH   SOLE NONE 94,576 0 0
The Kraft Heinz Co. COM 500754106 640 19,929 SH   SOLE NONE 19,929 0 0
The Williams Cos. Inc. COM 969457100 3,175 133,852 SH   SOLE NONE 133,852 0 0
Thermo Fisher Scientific Inc. COM 883556102 17,939 55,219 SH   SOLE NONE 55,219 0 0
Trex Co. Inc. COM 89531P105 10,486 116,665 SH   SOLE NONE 116,665 0 0
Trimble Inc. COM 896239100 7,470 179,181 SH   SOLE NONE 179,181 0 0
WPX Energy Inc. COM 98212B103 822 59,838 SH   SOLE NONE 59,838 0 0
Wabtec Corp. COM 929740108 5,143 66,101 SH   SOLE NONE 66,101 0 0
Waste Connections Inc. COM 94106B101 10,651 117,316 SH   SOLE NONE 117,316 0 0
Waste Management Inc. COM 94106L109 6,925 60,766 SH   SOLE NONE 60,766 0 0
Western Digital Corp. COM 958102105 1,066 16,798 SH   SOLE NONE 16,798 0 0
Xylem Inc. COM 98419M100 8,721 110,691 SH   SOLE NONE 110,691 0 0
iShares MSCI China ETF ETF 46429B671 2,264 35,332 SH   SOLE NONE 35,332 0 0
iShares MSCI Germany ETF ETF 464286806 906 30,829 SH   SOLE NONE 30,829 0 0
iShares MSCI Singapore ETF ETF 46434G780 2,842 117,742 SH   SOLE NONE 117,742 0 0
iShares MSCI South Korea ETF ETF 464286772 2,341 37,641 SH   SOLE NONE 37,641 0 0
iShares MSCI Thailand ETF ETF 464286624 822 9,383 SH   SOLE NONE 9,383 0 0