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
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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 3,997 57,463 SH   SOLE NONE 57,463 0 0
AO Smith Corp. COM 831865209 3,346 62,744 SH   SOLE NONE 6,274 0 0
AT&T Inc. COM 00206R102 1,931 61,584 SH   SOLE NONE 61,584 0 0
AbbVie Inc. COM 00287Y109 2,837 35,207 SH   SOLE NONE 35,207 0 0
AdvanSix Inc. COM 00773T101 66 2,323 SH   SOLE NONE 2,323 0 0
Aflac Inc. COM 001055102 1,885 37,693 SH   SOLE NONE 37,693 0 0
Albemarle Corp. COM 012653101 4,599 56,103 SH   SOLE NONE 56,103 0 0
Alphabet Inc. COM 02079K107 2,118 1,805 SH   SOLE NONE 0 0 1,805
Altria Group Inc. COM 02209S103 4,056 70,630 SH   SOLE NONE 70,630 0 0
American Water Works Co. Inc. COM 030420103 7,297 69,989 SH   SOLE NONE 69,989 0 0
Amphenol Corp. COM 032095101 5,678 60,124 SH   SOLE NONE 60,124 0 0
Analog Devices Inc. COM 032654105 4,744 45,063 SH   SOLE NONE 45,063 0 0
Aptiv PLC COM G6095L109 7,816 98,329 SH   SOLE NONE 98,329 0 0
Brighthouse Financial Inc. COM 10922N103 148 4,075 SH   SOLE NONE 4,075 0 0
Bristol-Myers Squibb Co. COM 110122108 1,550 32,488 SH   SOLE NONE 32,488 0 0
Brookfield Renewable Partners LP LTD PART G16258108 7,043 220,927 SH   SOLE NONE 220,927 0 0
Chubb Ltd. COM H1467J104 6,657 47,524 SH   SOLE NONE 47,524 0 0
Cree Inc. COM 225447101 1,642 28,689 SH   SOLE NONE 28,689 0 0
Cummins Inc. COM 231021106 1,613 10,218 SH   SOLE NONE 10,218 0 0
Danaher Corp. COM 235851102 14,706 111,391 SH   SOLE NONE 111,391 0 0
Ecolab Inc. COM 278865100 13,457 76,225 SH   SOLE NONE 76,225 0 0
Equinix Inc. REIT REIT 29444U700 4,953 10,929 SH   SOLE NONE 10,929 0 0
Exxon Mobil Corp. COM 30231G102 3,017 37,334 SH   SOLE NONE 37,334 0 0
First Solar Inc. COM 336433107 2,799 52,972 SH   SOLE NONE 52,972 0 0
Franklin FTSE Japan ETF ETF 35473P744 3,497 144,286 SH   SOLE NONE 0 0 144,286
Garrett Motion Inc. COM 366505105 66 4,469 SH   SOLE NONE 4,469 0 0
Global X MSCI Norway ETF ETF 37950E747 681 54,517 SH   SOLE NONE 54,517 0 0
Goldcorp Inc. COM 380956409 698 61,040 SH   SOLE NONE 61,040 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 3,982 155,300 SH   SOLE NONE 155,300 0 0
Honeywell International Inc. COM 438516106 6,943 43,686 SH   SOLE NONE 43,686 0 0
Huntington Ingalls Industries Inc. COM 446413106 1,280 6,179 SH   SOLE NONE 6,179 0 0
IDEXX Laboratories Inc. COM 45168D104 3,275 14,647 SH   SOLE NONE 14,647 0 0
International Business Machines Corp. COM 459200101 651 4,615 SH   SOLE NONE 4,615 0 0
Invesco Ltd. COM G491BT108 1,302 67,423 SH   SOLE NONE 67,423 0 0
JPMorgan Chase & Co. COM 46625H100 5,359 52,943 SH   SOLE NONE 52,943 0 0
Medtronic PLC COM G5960L103 10,305 113,138 SH   SOLE NONE 113,138 0 0
MetLife Inc. COM 59156R108 2,254 52,940 SH   SOLE NONE 52,940 0 0
Mondelez International Inc. COM 609207105 2,860 57,289 SH   SOLE NONE 57,289 0 0
Monolithic Power Systems Inc. COM 609839105 3,264 24,088 SH   SOLE NONE 24,088 0 0
Moody's Corp. COM 615369105 6,643 36,686 SH   SOLE NONE 36,686 0 0
NVIDIA Corp. COM 67066G104 1,723 9,597 SH   SOLE NONE 9,597 0 0
Northrop Grumman Corp. COM 666807102 4,111 15,248 SH   SOLE NONE 15,248 0 0
Nutrien Ltd. COM 67077M108 1,882 35,676 SH   SOLE NONE 35,676 0 0
Omnicom Group Inc. COM 681919106 2,499 34,231 SH   SOLE NONE 34,231 0 0
Philip Morris International Inc. COM 718172109 4,651 52,614 SH   SOLE NONE 52,614 0 0
Resideo Technologies Inc. COM 76118Y104 140 7,280 SH   SOLE NONE 7,280 0 0
Roper Technologies Inc. COM 776696106 14,964 43,758 SH   SOLE NONE 43,758 0 0
Sprouts Farmers Market Inc. COM 85208M102 2,797 129,851 SH   SOLE NONE 129,851 0 0
Synchrony Financial COM 87165B103 2,437 76,398 SH   SOLE NONE 76,398 0 0
Teva Pharmaceutical Industries Ltd. ADR ADR 881624209 1,415 90,225 SH   SOLE NONE 90,225 0 0
The Kraft Heinz Co. COM 500754106 621 19,014 SH   SOLE NONE 19,014 0 0
The Williams Cos. Inc. COM 969457100 2,588 90,095 SH   SOLE NONE 90,095 0 0
Thermo Fisher Scientific Inc. COM 883556102 15,984 58,394 SH   SOLE NONE 58,394 0 0
Trex Co. Inc. COM 89531P105 7,323 119,029 SH   SOLE NONE 119,029 0 0
Trimble Inc. COM 896239100 8,886 219,942 SH   SOLE NONE 219,942 0 0
WPX Energy Inc. COM 98212B103 748 57,086 SH   SOLE NONE 57,086 0 0
Wabtec Corp. COM 929740108 5,005 67,886 SH   SOLE NONE 67,886 0 0
Waste Connections Inc. COM 94106B101 15,562 175,661 SH   SOLE NONE 175,661 0 0
Waste Management Inc. COM 94106L109 6,027 57,998 SH   SOLE NONE 57,998 0 0
Western Digital Corp. COM 958102105 990 20,595 SH   SOLE NONE 20,595 0 0
Xylem Inc. COM 98419M100 11,103 140,469 SH   SOLE NONE 140,469 0 0
iShares MSCI ACWI ETF ETF 464288257 18 245 SH   SOLE NONE 245 0 0
iShares MSCI China ETF ETF 46429B671 2,896 46,384 SH   SOLE NONE 46,384 0 0
iShares MSCI Japan ETF ETF 46434G822 16 298 SH   SOLE NONE 298 0 0
iShares MSCI Norway ETF ETF 46429B499 3 127 SH   SOLE NONE 127 0 0
iShares MSCI Singapore ETF ETF 46434G780 2,667 112,380 SH   SOLE NONE 112,380 0 0
iShares MSCI South Korea ETF ETF 464286772 2,190 35,927 SH   SOLE NONE 35,927 0 0
iShares MSCI Thailand ETF ETF 464286624 791 8,954 SH   SOLE NONE 8,954 0 0