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
American Tower Corp COM 03027X100 208 1,828 SH   SOLE   1,828 0 0
American Water Works Company Inc COM 030420103 321 3,801 SH   SOLE   3,801 0 0
Anadarko Petroleum Corp COM 032511107 899 16,875 SH   SOLE   16,875 0 0
Arcelormittal Sa NY REGISTRY SH 03938L104 50 10,720 SH   SOLE   10,720 0 0
Archer Daniels Midland Co COM 039483102 558 13,010 SH   SOLE   13,010 0 0
Atlantica Yield Plc SHS G0751N103 610 32,805 SH   SOLE   32,805 0 0
Barrick Gold Corp COM 067901108 221 8,000 SH   SOLE   8,000 0 0
Boise Cascade Co COM 09739D100 340 14,828 SH   SOLE   14,828 0 0
Brf Sa SPONSORED ADR 10552T107 289 20,733 SH   SOLE   20,733 0 0
Bunge Ltd COM G16962105 300 5,065 SH   SOLE   5,065 0 0
Cf Industries Holdings Inc COM 125269100 410 17,003 SH   SOLE   17,003 0 0
China Mobile Ltd SPONSORED ADR 16941M109 313 5,410 SH   SOLE   5,410 0 0
Cosan Ltd SHS A G25343107 65 10,000 SH   SOLE   10,000 0 0
Crown Castle International Corp COM 22822V101 339 3,345 SH   SOLE   3,345 0 0
Csx Corp COM 126408103 781 29,940 SH   SOLE   29,940 0 0
Deere & Co COM 244199105 429 5,295 SH   SOLE   5,295 0 0
Deltic Timber Corp COM 247850100 382 5,690 SH   SOLE   5,690 0 0
Digital Realty Trust Inc COM 253868103 607 5,573 SH   SOLE   5,573 0 0
Dominion Resources Inc COM 25746U109 301 3,865 SH   SOLE   3,865 0 0
Domtar Corp COM NEW 257559203 390 11,150 SH   SOLE   11,150 0 0
Duke Energy Corp COM NEW 26441C204 501 5,835 SH   SOLE   5,835 0 0
Fibria Celulose Sa SP ADR REP COM 31573A109 312 46,104 SH   SOLE   46,104 0 0
Genesee & Wyoming Inc CL A 371559105 322 5,464 SH   SOLE   5,464 0 0
Genesis Energy Lp UNIT LTD PARTN 371927104 293 7,630 SH   SOLE   7,630 0 0
Grupo Aeroportuario Del Sureste SPON ADR SER B 40051E202 488 3,057 SH   SOLE   3,057 0 0
Host Hotels & Resorts Inc COM 44107P104 238 14,665 SH   SOLE   14,665 0 0
International Paper Co COM 460146103 1,066 25,146 SH   SOLE   25,146 0 0
Kansas City Southern COM 485170302 579 6,432 SH   SOLE   6,432 0 0
Kapstone Paper And Packagng Corp COM 48562P103 714 54,855 SH   SOLE   54,855 0 0
Kinder Morgan Inc COM 49456B101 782 41,789 SH   SOLE   41,789 0 0
Korea Electric Power (Kepco)(P) SPONSORED ADR 500631106 444 17,120 SH   SOLE   17,120 0 0
Louisiana Pacific Corp COM 546347105 999 57,584 SH   SOLE   57,584 0 0
Macquarie Infrastructure Corp COM 55608B105 968 13,070 SH   SOLE   13,070 0 0
Mead Johnson Nutrition Co COM 582839106 336 3,700 SH   SOLE   3,700 0 0
Mondelez International Inc CL A 609207105 230 5,054 SH   SOLE   5,054 0 0
Monsanto Co COM 61166W101 873 8,443 SH   SOLE   8,443 0 0
Mosaic Co COM 61945C103 518 19,788 SH   SOLE   19,788 0 0
MPLX LP COM UNIT REP LTD 55336V100 214 6,370 SH   SOLE   6,370 0 0
Nabors Industries Ltd SHS G6359F103 280 27,875 SH   SOLE   27,875 0 0
National Grid Plc SPON ADR NEW 636274300 428 5,761 SH   SOLE   5,761 0 0
Nextera Energy Inc COM 65339F101 432 3,315 SH   SOLE   3,315 0 0
Occidental Petroleum Corp COM 674599105 356 4,712 SH   SOLE   4,712 0 0
Oneok Inc UNIT LTD PARTN 68268N103 228 4,800 SH   SOLE   4,800 0 0
Packaging Corp Of America COM 695156109 1,328 19,839 SH   SOLE   19,839 0 0
PG&E Corp COM 69331C108 824 12,895 SH   SOLE   12,895 0 0
Potlatch Corp COM 737630103 870 25,515 SH   SOLE   25,515 0 0
Rayonier Inc. COM 754907103 1,232 46,960 SH   SOLE   46,960 0 0
Resolute Forest Products Inc COM 76117W109 95 17,960 SH   SOLE   17,960 0 0
Schlumberger Nv COM 806857108 1,073 13,567 SH   SOLE   13,567 0 0
Sempra Energy COM 816851109 218 1,910 SH   SOLE   1,910 0 0
Sonoco Products Co COM 835495102 561 11,300 SH   SOLE   11,300 0 0
Spectra Energy Corp COM 847560109 510 13,930 SH   SOLE   13,930 0 0
Syngenta Ag SPONSORED ADR 87160A100 892 11,614 SH   SOLE   11,614 0 0
Total Sa SPONSORED ADR 89151E109 893 18,570 SH   SOLE   18,570 0 0
Tyson Foods Inc CL A 902494103 259 3,880 SH   SOLE   3,880 0 0
Ventas Inc COM 92276F100 413 5,666 SH   SOLE   5,666 0 0
Waste Connections Inc COM 94106B101 502 5,833 SH   SOLE   5,833 0 0
Waste Management Inc COM 94106L109 1,074 16,205 SH   SOLE   16,205 0 0
Wec Energy Group Inc COM 92939U106 239 3,653 SH   SOLE   3,653 0 0
Westrock Co COM 96145D105 1,138 29,269 SH   SOLE   29,269 0 0
Weyerhaeuser Co COM 962166104 2,056 69,059 SH   SOLE   69,059 0 0
Williams Companies Inc COM 969457100 346 15,995 SH   SOLE   15,995 0 0
Zoetis Inc CL A 98978V103 357 7,519 SH   SOLE   7,519 0 0