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 3,342 27,278 SH   SOLE NONE 27,278 0 0
ANSYS Inc. COM 03662Q105 8,312 24,416 SH   SOLE NONE 24,416 0 0
AT&T Inc. COM 00206R102 1,895 70,155 SH   SOLE NONE 70,155 0 0
AbbVie Inc. COM 00287Y109 4,325 40,097 SH   SOLE NONE 40,097 0 0
AdvanSix Inc. COM 00773T101 105 2,646 SH   SOLE NONE 2,646 0 0
Advanced Drainage Systems Inc. COM 00790R104 7,988 73,847 SH   SOLE NONE 73,847 0 0
Aflac Inc. COM 001055102 3,440 65,991 SH   SOLE NONE 65,991 0 0
Albemarle Corp. COM 012653101 20,376 93,055 SH   SOLE NONE 93,055 0 0
Alphabet Inc. COM 02079K305 7,438 2,782 SH   SOLE NONE 2,782 0 0
American Water Works Co. Inc. COM 030420103 7,107 42,044 SH   SOLE NONE 42,044 0 0
Amphenol Corp. COM 032095101 14,209 194,030 SH   SOLE NONE 194,030 0 0
Analog Devices Inc. COM 032654105 13,592 81,153 SH   SOLE NONE 81,153 0 0
Aptiv PLC COM G6095L109 19,180 128,754 SH   SOLE NONE 128,754 0 0
Ball Corp. COM 058498106 6,695 74,415 SH   SOLE NONE 74,415 0 0
Beyond Meat Inc. COM 08862E109 3,491 33,168 SH   SOLE NONE 33,168 0 0
Bristol-Myers Squibb Co. COM 110122108 2,870 48,496 SH   SOLE NONE 48,496 0 0
Brookfield Renewable Corp. COM 11284V105 2,673 68,807 SH   SOLE NONE 68,807 0 0
Brookfield Renewable Partners LP LTD PART G16258108 7,351 198,955 SH   SOLE NONE 198,955 0 0
CVS Health Corp. COM 126650100 1,429 16,842 SH   SOLE NONE 16,842 0 0
Chubb Ltd. COM H1467J104 6,107 35,203 SH   SOLE NONE 35,203 0 0
Credicorp Ltd. COM G2519Y108 3 31 SH   SOLE NONE 31 0 0
Cree Inc. COM 225447101 5,007 62,025 SH   SOLE NONE 62,025 0 0
Cummins Inc. COM 231021106 17,712 78,876 SH   SOLE NONE 78,876 0 0
Danaher Corp. COM 235851102 28,847 94,753 SH   SOLE NONE 94,753 0 0
Devon Energy Corp. COM 25179M103 1,193 33,594 SH   SOLE NONE 33,594 0 0
Ecolab Inc. COM 278865100 11,093 53,175 SH   SOLE NONE 53,175 0 0
Elanco Animal Health Inc. COM 28414H103 2,265 71,021 SH   SOLE NONE 71,021 0 0
Enphase Energy Inc. COM 29355A107 3,933 26,228 SH   SOLE NONE 26,228 0 0
Exxon Mobil Corp. COM 30231G102 2,501 42,519 SH   SOLE NONE 42,519 0 0
Fiserv Inc. COM 337738108 2,101 19,366 SH   SOLE NONE 19,366 0 0
Fomento Economico Mexicano SAB de CV ADR ADR 344419106 5 54 SH   SOLE NONE 54 0 0
Franklin FTSE Japan ETF ETF 35473P744 5,066 164,007 SH   SOLE NONE 0 0 0
Garmin Ltd. COM H2906T109 20,026 128,820 SH   SOLE NONE 128,820 0 0
Garrett Motion Inc. COM 366505105 0 30 SH   SOLE NONE 30 0 0
Globant SA COM L44385109 9 31 SH   SOLE NONE 31 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 8,922 166,838 SH   SOLE NONE 166,838 0 0
Honeywell International Inc. COM 438516106 9,409 44,322 SH   SOLE NONE 44,322 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,359 7,040 SH   SOLE NONE 7,040 0 0
Invesco Ltd. COM G491BT108 1,852 76,807 SH   SOLE NONE 76,807 0 0
JPMorgan Chase & Co. COM 46625H100 8,547 52,215 SH   SOLE NONE 52,215 0 0
Johnson & Johnson COM 478160104 3,224 19,962 SH   SOLE NONE 19,962 0 0
MSCI Inc. COM 55354G100 19,048 31,312 SH   SOLE NONE 31,312 0 0
Melco Crown Entertainment Ltd. ADR ADR 585464100 6 626 SH   SOLE NONE 1,878 0 0
MetLife Inc. COM 59156R108 1,646 26,662 SH   SOLE NONE 26,662 0 0
Mondelez International Inc. COM 609207105 3,796 65,245 SH   SOLE NONE 65,245 0 0
Moody's Corp. COM 615369105 9,294 26,173 SH   SOLE NONE 26,173 0 0
Northrop Grumman Corp. COM 666807102 6,255 17,368 SH   SOLE NONE 17,368 0 0
Nutrien Ltd. COM 67077M108 2,634 40,630 SH   SOLE NONE 40,630 0 0
Philip Morris International Inc. COM 718172109 6,298 66,439 SH   SOLE NONE 66,439 0 0
Shinhan Financial Group Co. Ltd. ADR ADR 824596100 13 377 SH   SOLE NONE 377 0 0
Southern Copper Corp. COM 84265V105 11 190 SH   SOLE NONE 190 0 0
Stantec Inc. COM 85472N109 10,055 214,042 SH   SOLE NONE 214,042 0 0
Synchrony Financial COM 87165B103 4,822 98,651 SH   SOLE NONE 98,651 0 0
Taiwan Semiconductor Manufacturing Co. Ltd. ADR ADR 874039100 66 593 SH   SOLE NONE 593 0 0
Tenaris SA ADR ADR 88031M109 16 746 SH   SOLE NONE 746 0 0
Tetra Tech Inc. COM 88162G103 20,021 134,060 SH   SOLE NONE 134,060 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 1,001 102,803 SH   SOLE NONE 102,803 0 0
The TJX Cos. Inc. COM 872540109 3,476 52,688 SH   SOLE NONE 52,688 0 0
The Timken Co. COM 887389104 2,359 36,060 SH   SOLE NONE 36,060 0 0
The Williams Cos. Inc. COM 969457100 3,774 145,496 SH   SOLE NONE 145,496 0 0
Thermo Fisher Scientific Inc. COM 883556102 24,143 42,258 SH   SOLE NONE 42,258 0 0
Trex Co. Inc. COM 89531P105 17,132 168,078 SH   SOLE NONE 168,078 0 0
Trimble Inc. COM 896239100 19,061 231,747 SH   SOLE NONE 231,747 0 0
Trip.com Group Ltd. ADR ADR 89677Q107 11 349 SH   SOLE NONE 349 0 0
Valmont Industries Inc. COM 920253101 16,107 68,504 SH   SOLE NONE 68,504 0 0
Waste Management Inc. COM 94106L109 8,768 58,706 SH   SOLE NONE 58,706 0 0
Xylem Inc. COM 98419M100 15,360 124,195 SH   SOLE NONE 124,195 0 0
Zoom Video Communications Inc. COM 98980L101 2,945 11,262 SH   SOLE NONE 11,262 0 0
iShares MSCI China ETF ETF 46429B671 2,577 38,156 SH   SOLE NONE 38,156 0 0
iShares MSCI Singapore ETF ETF 46434G780 2,895 127,146 SH   SOLE NONE 127,146 0 0
iShares MSCI South Korea ETF ETF 464286772 1,297 16,085 SH   SOLE NONE 16,085 0 0