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
AIR PRODS & CHEMS INC COM 009158106 313 2,175 SH   SOLE   2,175 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 228 3,151 SH   SOLE   3,151 0 0
ANADARKO PETE CORP COM 032511107 734 10,520 SH   SOLE   10,520 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 208 28,465 SH   SOLE   28,465 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 328 7,187 SH   SOLE   7,187 0 0
ATLANTICA YIELD PLC SHS G0751N103 483 24,945 SH   SOLE   24,945 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 210 5,845 SH   SOLE   5,845 0 0
BUNGE LIMITED COM G16962105 236 3,260 SH   SOLE   3,260 0 0
CANADIAN NAT RES LTD COM 136385101 630 14,720 SH   SOLE   14,720 0 0
CF INDS HLDGS INC COM 125269100 221 7,013 SH   SOLE   7,013 0 0
CHENIERE ENERGY INC COM NEW 16411R208 271 6,535 SH   SOLE   6,535 0 0
CHEVRON CORP NEW COM 166764100 262 2,225 SH   SOLE   2,225 0 0
CSX CORP COM 126408103 554 15,430 SH   SOLE   15,430 0 0
DOMTAR CORP COM NEW 257559203 217 5,560 SH   SOLE   5,560 0 0
ENBRIDGE INC COM 29250N105 580 10,260 SH   SOLE   10,260 0 0
EXXON MOBIL CORP COM 30231G102 200 2,220 SH   SOLE   2,220 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 290 24,555 SH   SOLE   24,555 0 0
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 181 18,794 SH   SOLE   18,794 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 329 2,283 SH   SOLE   2,283 0 0
INTL PAPER CO COM 460146103 232 4,366 SH   SOLE   4,366 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 205 2,417 SH   SOLE   2,417 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 483 21,892 SH   SOLE   21,892 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 520 6,360 SH   SOLE   6,360 0 0
MARATHON PETE CORP COM 56585A102 374 7,420 SH   SOLE   7,420 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 226 3,200 SH   SOLE   3,200 0 0
MONDELEZ INTL INC CL A 609207105 385 8,679 SH   SOLE   8,679 0 0
MONSANTO CO NEW COM 61166W101 567 5,393 SH   SOLE   5,393 0 0
MOSAIC CO NEW COM 61945C103 288 9,818 SH   SOLE   9,818 0 0
NABORS INDUSTRIES LTD SHS G6359F103 531 32,405 SH   SOLE   32,405 0 0
NORBORD INC COM NEW 65548P403 271 8,000 SH   SOLE   8,000 0 0
PACKAGING CORP AMER COM 695156109 290 3,419 SH   SOLE   3,419 0 0
PEMBINA PIPELINE CORP COM 706327103 345 8,220 SH   SOLE   8,220 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 265 13,980 SH   SOLE   13,980 0 0
PIONEER NAT RES CO COM 723787107 433 2,405 SH   SOLE   2,405 0 0
RIO TINTO PLC SPONSORED ADR 767204100 214 5,555 SH   SOLE   5,555 0 0
SCHLUMBERGER LTD COM 806857108 781 9,307 SH   SOLE   9,307 0 0
SUNCOR ENERGY INC NEW COM 867224107 268 6,115 SH   SOLE   6,115 0 0
SYNGENTA AG SPONSORED ADR 87160A100 567 7,174 SH   SOLE   7,174 0 0
TESORO CORP COM 881609101 343 3,925 SH   SOLE   3,925 0 0
TOTAL S A SPONSORED ADR 89151E109 459 9,002 SH   SOLE   9,002 0 0
TRANSCANADA CORP COM 89353D107 305 6,763 SH   SOLE   6,763 0 0
TRANSCANADA CORP COM 89353D107 754 12,460 SH   SOLE   12,460 0 0
TURQUOISE HILL RES LTD COM 900435108 45 14,000 SH   SOLE   14,000 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 304 14,660 SH   SOLE   14,660 0 0
VALE S A ADR 91912E105 76 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL COM 94106L109 410 5,775 SH   SOLE   5,775 0 0
WESTROCK CO COM 96145D105 240 4,729 SH   SOLE   4,729 0 0
WEYERHAEUSER CO COM 962166104 824 27,396 SH   SOLE   27,396 0 0
ZOETIS INC CL A 98978V103 403 7,519 SH   SOLE   7,519 0 0