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 517 3,615 SH   SOLE   3,615 0 0
ALBEMARLE CORP COM 012653101 471 4,460 SH   SOLE   4,460 0 0
AMERICAN TOWER CORP NEW COM 03027X100 212 1,603 SH   SOLE   1,603 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 246 3,151 SH   SOLE   3,151 0 0
ANADARKO PETE CORP COM 032511107 697 15,365 SH   SOLE   15,365 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 383 16,864 SH   SOLE   16,864 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 307 7,427 SH   SOLE   7,427 0 0
ATLANTICA YIELD PLC SHS G0751N103 533 24,945 SH   SOLE   24,945 0 0
BARRICK GOLD CORP COM 067901108 344 21,655 SH   SOLE   21,655 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 316 8,865 SH   SOLE   8,865 0 0
BUNGE LIMITED COM G16962105 325 4,360 SH   SOLE   4,360 0 0
CAMECO CORP COM 13321L108 452 49,710 SH   SOLE   49,710 0 0
CANADIAN NAT RES LTD COM 136385101 557 19,329 SH   SOLE   19,329 0 0
CANADIAN NATL RY CO COM 136375102 527 6,500 SH   SOLE   6,500 0 0
CF INDS HLDGS INC COM 125269100 593 21,218 SH   SOLE   21,218 0 0
CHENIERE ENERGY INC COM NEW 16411R208 219 4,498 SH   SOLE   4,498 0 0
CHEVRON CORP NEW COM 166764100 398 3,815 SH   SOLE   3,815 0 0
CSX CORP COM 126408103 422 7,740 SH   SOLE   7,740 0 0
DEERE & CO COM 244199105 541 4,380 SH   SOLE   4,380 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 422 5,225 SH   SOLE   5,225 0 0
ENBRIDGE INC COM 29250N105 1,043 26,219 SH   SOLE   26,219 0 0
ENCANA CORP COM 292505104 264 30,000 SH   SOLE   30,000 0 0
EOG RES INC COM 26875P101 413 4,565 SH   SOLE   4,565 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 154 39,485 SH   SOLE   39,485 0 0
INTL PAPER CO COM 460146103 488 8,626 SH   SOLE   8,626 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 573 5,477 SH   SOLE   5,477 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 465 22,562 SH   SOLE   22,562 0 0
KINDER MORGAN INC DEL COM 49456B101 266 13,874 SH   SOLE   13,874 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 597 7,620 SH   SOLE   7,620 0 0
MARATHON PETE CORP COM 56585A102 403 7,700 SH   SOLE   7,700 0 0
MONDELEZ INTL INC CL A 609207105 583 13,499 SH   SOLE   13,499 0 0
MONSANTO CO NEW COM 61166W101 727 6,143 SH   SOLE   6,143 0 0
NABORS INDUSTRIES LTD SHS G6359F103 377 46,285 SH   SOLE   46,285 0 0
NEWMONT MINING CORP COM 651639106 351 10,840 SH   SOLE   10,840 0 0
PACKAGING CORP AMER COM 695156109 388 3,479 SH   SOLE   3,479 0 0
PEMBINA PIPELINE CORP COM 706327103 235 7,100 SH   SOLE   7,100 0 0
PIONEER NAT RES CO COM 723787107 507 3,175 SH   SOLE   3,175 0 0
RIO TINTO PLC SPONSORED ADR 767204100 487 11,505 SH   SOLE   11,505 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 470 8,835 SH   SOLE   8,835 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 204 1,509 SH   SOLE   1,509 0 0
SCHLUMBERGER LTD COM 806857108 650 9,877 SH   SOLE   9,877 0 0
SPROUTS FMRS MKT INC COM 85208M102 476 21,000 SH   SOLE   21,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 970 33,230 SH   SOLE   33,230 0 0
TELUS CORP COM 87971M103 317 9,195 SH   SOLE   9,195 0 0
TESORO CORP COM 881609101 417 4,455 SH   SOLE   4,455 0 0
TOTAL S A SPONSORED ADR 89151E109 852 17,177 SH   SOLE   17,177 0 0
TRANSCANADA CORP COM 89353D107 1,027 21,563 SH   SOLE   21,563 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 355 15,090 SH   SOLE   15,090 0 0
UNITED STATES STL CORP NEW COM 912909108 580 26,180 SH   SOLE   26,180 0 0
VALE S A ADR 91912E105 352 40,200 SH   SOLE   40,200 0 0
WASTE MGMT INC DEL COM 94106L109 424 5,775 SH   SOLE   5,775 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 352 90,875 SH   SOLE   90,875 0 0
WESTROCK CO COM 96145D105 274 4,839 SH   SOLE   4,839 0 0
WEYERHAEUSER CO COM 962166104 935 27,906 SH   SOLE   27,906 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 254 12,800 SH   SOLE   12,800 0 0
ZOETIS INC CL A 98978V103 399 6,389 SH   SOLE   6,389 0 0