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 3,242 27,943 SH   SOLE None 27,943 0 0
ANSYS Inc. COM 03662Q105 9,794 24,416 SH   SOLE None 24,416 0 0
AT&T Inc. COM 00206R102 664 26,978 SH   SOLE None 26,978 0 0
AbbVie Inc. COM 00287Y109 5,561 41,074 SH   SOLE None 41,074 0 0
AdvanSix Inc. COM 00773T101 128 2,710 SH   SOLE None 2,710 0 0
Advanced Drainage Systems Inc. COM 00790R104 10,053 73,847 SH   SOLE None 73,847 0 0
Aflac Inc. COM 001055102 3,947 67,600 SH   SOLE None 67,600 0 0
Albemarle Corp. COM 012653101 19,781 84,619 SH   SOLE None 84,619 0 0
Allbirds Inc. COM 01675A109 2,974 197,222 SH   SOLE None 197,222 0 0
Alphabet Inc. COM 02079K305 8,254 2,849 SH   SOLE None 2,849 0 0
American Water Works Co. Inc. COM 030420103 9,812 51,956 SH   SOLE None 51,956 0 0
Amphenol Corp. COM 032095101 20,122 230,068 SH   SOLE None 230,068 0 0
Analog Devices Inc. COM 032654105 15,526 88,332 SH   SOLE None 88,332 0 0
Aptiv PLC COM G6095L109 21,238 128,754 SH   SOLE None 128,754 0 0
Ball Corp. COM 058498106 7,164 74,415 SH   SOLE None 74,415 0 0
Bristol-Myers Squibb Co. COM 110122108 3,097 49,678 SH   SOLE None 49,678 0 0
Brookfield Renewable Corp. COM 11284V105 2,532 68,807 SH   SOLE None 68,807 0 0
Brookfield Renewable Partners LP LTD PART G16258108 7,127 198,955 SH   SOLE None 198,955 0 0
CVS Health Corp. COM 126650100 1,780 17,252 SH   SOLE None 17,252 0 0
Chubb Ltd. COM H1467J104 6,971 36,061 SH   SOLE None 36,061 0 0
Cummins Inc. COM 231021106 15,428 70,724 SH   SOLE None 70,724 0 0
Danaher Corp. COM 235851102 31,175 94,753 SH   SOLE None 94,753 0 0
Devon Energy Corp. COM 25179M103 1,516 34,413 SH   SOLE None 34,413 0 0
Ecolab Inc. COM 278865100 12,474 53,175 SH   SOLE None 53,175 0 0
Elanco Animal Health Inc. COM 28414H103 2,065 72,752 SH   SOLE None 72,752 0 0
Enphase Energy Inc. COM 29355A107 8,552 46,745 SH   SOLE None 46,745 0 0
Exxon Mobil Corp. COM 30231G102 2,665 43,555 SH   SOLE None 43,555 0 0
Fiserv Inc. COM 337738108 2,059 19,838 SH   SOLE None 19,838 0 0
Franklin FTSE Japan ETF ETF 35473P744 4,936 168,006 SH   SOLE None 0 0 0
Garmin Ltd. COM H2906T109 19,142 140,575 SH   SOLE None 140,575 0 0
Garrett Motion Inc. COM 366505105 0 30 SH   SOLE None 30 0 0
Globant SA COM L44385109 12 38 SH   SOLE None 38 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 7,399 139,284 SH   SOLE None 139,284 0 0
Honeywell International Inc. COM 438516106 9,467 45,402 SH   SOLE None 45,402 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,347 7,211 SH   SOLE None 7,211 0 0
Invesco Ltd. COM G491BT108 1,811 78,680 SH   SOLE None 78,680 0 0
JPMorgan Chase & Co. COM 46625H100 8,470 53,488 SH   SOLE None 53,488 0 0
Johnson & Johnson COM 478160104 3,498 20,448 SH   SOLE None 20,448 0 0
MSCI Inc. COM 55354G100 16,889 27,565 SH   SOLE None 27,565 0 0
Melco Crown Entertainment Ltd. ADR ADR 585464100 6 607 SH   SOLE None 1,821 0 0
MetLife Inc. COM 59156R108 1,707 27,312 SH   SOLE None 27,312 0 0
Mondelez International Inc. COM 609207105 4,432 66,836 SH   SOLE None 66,836 0 0
Moody's Corp. COM 615369105 10,472 26,811 SH   SOLE None 26,811 0 0
Northrop Grumman Corp. COM 666807102 6,886 17,791 SH   SOLE None 17,791 0 0
Nutrien Ltd. COM 67077M108 3,130 41,620 SH   SOLE None 41,620 0 0
Philip Morris International Inc. COM 718172109 5,334 56,149 SH   SOLE None 56,149 0 0
Pinduoduo Inc. ADR ADR 722304102 7 114 SH   SOLE None 456 0 0
Plug Power Inc. COM 72919P202 2,777 98,355 SH   SOLE None 98,355 0 0
Shinhan Financial Group Co. Ltd. ADR ADR 824596100 11 366 SH   SOLE None 366 0 0
Southern Copper Corp. COM 84265V105 11 184 SH   SOLE None 184 0 0
Stantec Inc. COM 85472N109 13,792 245,468 SH   SOLE None 245,468 0 0
Synchrony Financial COM 87165B103 4,688 101,056 SH   SOLE None 101,056 0 0
Taiwan Semiconductor Manufacturing Co. Ltd. ADR ADR 874039100 77 641 SH   SOLE None 641 0 0
Tenaris SA ADR ADR 88031M109 15 717 SH   SOLE None 717 0 0
Tetra Tech Inc. COM 88162G103 22,763 134,060 SH   SOLE None 134,060 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 844 105,309 SH   SOLE None 105,309 0 0
The TJX Cos. Inc. COM 872540109 4,098 53,972 SH   SOLE None 53,972 0 0
The Timken Co. COM 887389104 2,560 36,939 SH   SOLE None 36,939 0 0
The Williams Cos. Inc. COM 969457100 3,881 149,044 SH   SOLE None 149,044 0 0
Thermo Fisher Scientific Inc. COM 883556102 28,196 42,258 SH   SOLE None 42,258 0 0
Trex Co. Inc. COM 89531P105 22,696 168,078 SH   SOLE None 168,078 0 0
Trimble Inc. COM 896239100 20,227 231,992 SH   SOLE None 231,992 0 0
Trip.com Group Ltd. ADR ADR 89677Q107 9 349 SH   SOLE None 349 0 0
Valmont Industries Inc. COM 920253101 17,160 68,504 SH   SOLE None 68,504 0 0
Visa Inc. COM 92826C839 2,352 10,851 SH   SOLE None 10,851 0 0
Waste Management Inc. COM 94106L109 10,037 60,137 SH   SOLE None 60,137 0 0
Wolfspeed Inc. COM 977852102 6,933 62,025 SH   SOLE None 62,025 0 0
Xylem Inc. COM 98419M100 14,893 124,195 SH   SOLE None 124,195 0 0
Zoom Video Communications Inc. COM 98980L101 1,142 6,212 SH   SOLE None 6,212 0 0
iShares MSCI China ETF ETF 46429B671 476 7,583 SH   SOLE None 7,583 0 0
iShares MSCI Singapore ETF ETF 46434G780 1,791 83,727 SH   SOLE None 83,727 0 0
iShares MSCI South Korea ETF ETF 464286772 222 2,849 SH   SOLE None 2,849 0 0