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
3M CO COM COM 88579Y101 7,957 45,526 SH   SOLE   36,496 0 9,030
ABBOTT LABS COM COM 002824100 591 5,402 SH   SOLE   1,764 0 3,638
ABBVIE INC COM COM 00287Y109 577 5,382 SH   SOLE   1,757 0 3,625
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 505 1,934 SH   SOLE   631 0 1,303
ADIDAS AG ADR COM 00687A107 2,826 15,504 SH   SOLE   12,433 0 3,071
ADOBE INC COM COM 00724F101 12,453 24,900 SH   SOLE   23,765 0 1,135
ADVANCE AUTO PARTS INC COM COM 00751Y106 3,886 24,670 SH   SOLE   24,498 0 172
ADVANCED MICRO DEVICES COM COM 007903107 336 3,669 SH   SOLE   1,197 0 2,472
AGILENT TECHNOLOGIES INC COM COM 00846U101 12,562 106,015 SH   SOLE   66,827 0 39,188
AIA GROUP LTD SPONSORED ADR COM 001317205 3,959 80,780 SH   SOLE   63,906 0 16,874
AIR LIQUIDE ADR COM 009126202 5,360 163,155 SH   SOLE   86,228 0 76,927
ALBEMARLE CORP COM COM 012653101 5,775 39,146 SH   SOLE   4,776 0 34,370
ALCON INC ORD SHS COM H01301128 7,301 110,650 SH   SOLE   103,961 0 6,689
ALEXANDRIA REAL ESTATE EQ INC COM 015271109 7,322 41,086 SH   SOLE   24,112 0 16,974
ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 42,568 182,909 SH   SOLE   165,270 0 17,639
ALPHABET INC CAP STK CL A COM 02079K305 2,422 1,382 SH   SOLE   1,382 0 0
ALPHABET INC CAP STK CL C COM 02079K107 19,786 11,294 SH   SOLE   11,208 0 86
ALTRIA GROUP INC COM COM 02209S103 232 5,667 SH   SOLE   1,849 0 3,818
AMERICAN WTR WKS CO INC NEW CO COM 030420103 5,517 35,947 SH   SOLE   35,394 0 553
AMERIPRISE FINANCIAL INC COM 03076C106 10,974 56,473 SH   SOLE   7,305 0 49,168
AMGEN INC COM COM 031162100 12,513 54,424 SH   SOLE   23,427 0 30,997
ANALOG DEVICES INC COM COM 032654105 4,778 32,343 SH   SOLE   31,354 0 989
ANTHEM INC COM COM 036752103 243 757 SH   SOLE   248 0 509
AON PLC SHS CL A COM G0403H108 4,720 22,341 SH   SOLE   22,179 0 162
APPLE INC COM COM 037833100 40,506 305,271 SH   SOLE   271,002 0 34,269
APPLIED MATLS INC COM COM 038222105 19,338 224,078 SH   SOLE   100,736 0 123,342
APTARGROUP INC COM COM 038336103 5,248 38,339 SH   SOLE   38,081 0 258
APTIV PLC SHS COM G6095L109 8,182 62,799 SH   SOLE   8,001 0 54,798
ASML HOLDING N V N Y REGISTRY COM N07059210 10,457 21,440 SH   SOLE   16,680 0 4,760
ASSA ABLOY AB ADR COM 045387107 2,420 196,274 SH   SOLE   148,947 0 47,327
AT&T INC COM COM 00206R102 8,632 300,125 SH   SOLE   33,967 0 266,158
ATLAS COPCO AB SHS B F COM W1R924195 1,124 25,054 SH   SOLE   25,054 0 0
ATLAS COPCO AB SP ADR B NEW COM 049255805 1,608 35,866 SH   SOLE   22,881 0 12,985
AUTODESK INC COM COM 052769106 204 669 SH   SOLE   219 0 450
AUTOMATIC DATA PROCESSING INC COM 053015103 230 1,306 SH   SOLE   427 0 879
AVANGRID INC COM COM 05351W103 6,984 153,656 SH   SOLE   93,238 0 60,418
AXA SA SPONSORED ADR COM 054536107 9,910 415,109 SH   SOLE   217,089 0 198,020
BANK AMER CORP COM COM 060505104 704 23,212 SH   SOLE   7,576 0 15,636
BANK RAKYAT INDONESIA SHS F COM Y0697U112 1,063 3,580,750 SH   SOLE   3,580,750 0 0
BARRATT DEVELOPMENTS PLC UNSP COM 068334101 3,126 170,650 SH   SOLE   135,352 0 35,298
BECTON DICKINSON & CO COM COM 075887109 221 883 SH   SOLE   289 0 594
BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 211 911 SH   SOLE   911 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,043 3 SH   SOLE   3 0 0
BIOGEN INC COM COM 09062X103 10,983 44,854 SH   SOLE   23,630 0 21,224
BLACKROCK INC COM COM 09247X101 313 434 SH   SOLE   141 0 293
BOOKING HOLDINGS INC COM COM 09857L108 5,145 2,310 SH   SOLE   2,295 0 15
BRISTOL MYERS SQUIBB CO COM COM 110122108 427 6,891 SH   SOLE   2,249 0 4,642
BYD CO LTD UNSPONSORD ADR COM 05606L100 1,664 31,740 SH   SOLE   26,736 0 5,004
CANADIAN PAC RY LTD COM COM 13645T100 8,197 23,645 SH   SOLE   23,645 0 0
CARLISLE COS INC COM COM 142339100 6,016 38,517 SH   SOLE   31,436 0 7,081
CARRIER GLOBAL CORPORATION COM COM 14448C104 11,958 317,029 SH   SOLE   209,637 0 107,392
CATERPILLAR INC DEL COM COM 149123101 301 1,656 SH   SOLE   541 0 1,115
CERNER CORP COM COM 156782104 16,314 207,877 SH   SOLE   116,117 0 91,760
CIENA CORP COM NEW COM 171779309 15,685 296,785 SH   SOLE   188,556 0 108,229
CIGNA CORPORATION COM COM 125523100 229 1,100 SH   SOLE   360 0 740
CISCO SYS INC COM COM 17275R102 815 18,218 SH   SOLE   9,540 0 8,678
CITIGROUP INC COM NEW COM 172967424 26,413 428,370 SH   SOLE   192,101 0 236,269
CME GROUP INC COM COM 12572Q105 4,297 23,602 SH   SOLE   23,438 0 164
COCA COLA CO COM COM 191216100 647 11,793 SH   SOLE   3,849 0 7,944
COLGATE PALMOLIVE CO COM COM 194162103 11,129 130,145 SH   SOLE   62,249 0 67,896
COMPANHIA BRASILEIRA DE DISTRB COM 20440T300 177 12,330 SH   SOLE   12,330 0 0
CONOCOPHILLIPS COM COM 20825C104 239 5,984 SH   SOLE   3,791 0 2,193
COSTCO WHSL CORP NEW COM COM 22160K105 322 855 SH   SOLE   855 0 0
CREDICORP LTD COM COM G2519Y108 1,658 10,111 SH   SOLE   10,111 0 0
CRODA INTL PLC ORD F COM G25536155 1,023 11,347 SH   SOLE   11,347 0 0
CRODA INTL PLC UNSPONSORD ADR COM 227047305 1,534 34,023 SH   SOLE   21,649 0 12,374
CROWN CASTLE INTL CORP NEW COM COM 22822V101 4,589 28,830 SH   SOLE   4,195 0 24,635
CSL LTD SPONSORED ADR COM 12637N204 325 2,972 SH   SOLE   1,286 0 1,686
CSX CORP COM COM 126408103 212 2,332 SH   SOLE   761 0 1,571
CUMMINS INC COM COM 231021106 23,256 102,406 SH   SOLE   47,149 0 55,257
CVS HEALTH CORP COM COM 126650100 407 5,961 SH   SOLE   3,273 0 2,688
DAIKIN INDS LTD UNSPONSORED AD COM 23381B106 2,437 109,778 SH   SOLE   70,231 0 39,547
DAIKIN INDUSTRIES LTD SHS F COM J10038115 1,690 7,614 SH   SOLE   7,614 0 0
DANAHER CORPORATION COM COM 235851102 7,332 33,007 SH   SOLE   32,779 0 228
DANONE SPONSORED ADR COM 23636T100 525 39,910 SH   SOLE   11,656 0 28,254
DASSAULT SYS SPONSORED ADR COM 237545108 2,639 12,980 SH   SOLE   10,584 0 2,396
DECHRA PHARMACEUTICALS PLC SHS COM G2769C145 895 18,973 SH   SOLE   18,973 0 0
DEERE & CO COM COM 244199105 8,165 30,349 SH   SOLE   4,107 0 26,242
DEUTSCHE TELEKOM AG SPONSORED COM 251566105 2,990 163,376 SH   SOLE   126,148 0 37,228
DIGITAL RLTY TR INC COM COM 253868103 1,998 14,325 SH   SOLE   345 0 13,980
DISNEY WALT CO COM DISNEY COM 254687106 14,373 79,330 SH   SOLE   49,750 0 29,580
DS SMITH PLC SHS F COM G2848Q123 1,029 200,890 SH   SOLE   200,890 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 205 2,243 SH   SOLE   732 0 1,511
ECOLAB INC COM COM 278865100 6,519 30,131 SH   SOLE   29,462 0 669
ELI LILLY & CO COM COM 532457108 409 2,420 SH   SOLE   790 0 1,630
EMERSON ELEC CO COM COM 291011104 15,509 192,973 SH   SOLE   85,557 0 107,416
ESSITY AKTIEBOLAG-B F COM W3R06F100 1,525 47,359 SH   SOLE   47,359 0 0
EVERSOURCE ENERGY COM COM 30040W108 3,396 39,256 SH   SOLE   5,490 0 33,766
EXXON MOBIL CORP COM COM 30231G102 531 12,893 SH   SOLE   4,208 0 8,685
FANUC CORPORATION ADR COM 307305102 1,284 52,286 SH   SOLE   36,896 0 15,390
FERGUSON PLC F COM G3421J106 1,241 10,217 SH   SOLE   10,217 0 0
FERGUSON PLC SPONSRD ADR COM 31502A303 2,011 165,573 SH   SOLE   114,914 0 50,659
FIDELITY NATL INFO SVC COM COM 31620M106 8,099 57,252 SH   SOLE   5,607 0 51,645
FIRST SOLAR INC COM COM 336433107 21,212 214,431 SH   SOLE   141,428 0 73,003
FISERV INC COM COM 337738108 894 7,850 SH   SOLE   7,850 0 0
FORD MTR CO DEL COM COM 345370860 105 11,913 SH   SOLE   3,889 0 8,024
GENERAL ELECTRIC CO COM COM 369604103 288 26,708 SH   SOLE   8,718 0 17,990
GILEAD SCIENCES INC COM COM 375558103 13,352 229,184 SH   SOLE   127,577 0 101,607
GLAXOSMITHKLINE PLC SPONSORED COM 37733W105 24,556 667,284 SH   SOLE   526,290 0 140,994
GRIFOLS S A SP ADR PFD COM 398438408 3,678 199,473 SH   SOLE   171,364 0 28,109
HANG LUNG PPTYS LTD SPONSORED COM 41043M104 2,771 210,144 SH   SOLE   169,496 0 40,648
HANNON ARMSTRONG SUST INFR CAP COM 41068X100 27,938 440,455 SH   SOLE   261,524 0 178,931
HDFC BANK LTD SPONSORED ADS COM 40415F101 45,503 629,712 SH   SOLE   556,104 0 73,608
HENKEL AG & CO KGAA SPONSORED COM 42550U109 1,780 73,803 SH   SOLE   43,040 0 30,763
HOME DEPOT INC COM COM 437076102 9,349 35,197 SH   SOLE   34,989 0 208
HOYA CORP SPONSORED ADR COM 443251103 3,865 27,962 SH   SOLE   22,548 0 5,414
INFINEON TECHNOLOGIES AG SPONS COM 45662N103 4,462 116,177 SH   SOLE   95,552 0 20,625
INFOSYS LTD SPONSORED ADR COM 456788108 1,245 73,449 SH   SOLE   73,449 0 0
ING GROEP N V SPONSORED ADR COM 456837103 6,121 648,359 SH   SOLE   379,089 0 269,270
INTEL CORP COM COM 458140100 712 14,295 SH   SOLE   5,877 0 8,418
INTERNATIONAL BUSINESS MACHS C COM 459200101 342 2,717 SH   SOLE   887 0 1,830
INTUIT COM COM 461202103 12,121 31,911 SH   SOLE   31,185 0 726
INTUITIVE SURGICAL INC COM NEW COM 46120E602 292 357 SH   SOLE   117 0 240
IRON MTN INC COM COM 46284V101 6,037 204,772 SH   SOLE   26,809 0 177,963
ISHARES TR RUSSELL MIDCAP COM 464287499 236 3,444 SH   SOLE   3,444 0 0
ITAU UNIBANCO HLDG SA SPON ADR COM 465562106 10,496 1,723,532 SH   SOLE   1,723,532 0 0
JOHNSON & JOHNSON COM COM 478160104 1,311 8,333 SH   SOLE   2,928 0 5,405
JPMORGAN CHASE & CO COM COM 46625H100 1,496 11,772 SH   SOLE   5,514 0 6,258
KANSAS CITY SOUTHERN COM NEW COM 485170302 5,181 25,383 SH   SOLE   25,215 0 168
KAO CORP UNSPONSORD ADS COM 485537401 3,050 197,520 SH   SOLE   153,090 0 44,430
KB HOME COM COM 48666K109 6,116 182,470 SH   SOLE   70,429 0 112,041
KERRY GROUP PLC SPONSORED ADR COM 492460100 3,699 25,512 SH   SOLE   19,932 0 5,580
KEYENCE CORP ORD F COM J32491102 1,139 2,028 SH   SOLE   2,028 0 0
KIMBERLY CLARK CORP COM COM 494368103 14,457 107,227 SH   SOLE   46,492 0 60,735
KION GROUP AG ADR COM 497216101 2,198 100,985 SH   SOLE   78,223 0 22,762
KONINKLIJKE PHILIPS N V NY REG COM 500472303 8,674 160,127 SH   SOLE   89,977 0 70,150
KROGER CO COM COM 501044101 4,674 147,169 SH   SOLE   19,984 0 127,185
LAUDER ESTEE COS INC CL A COM 518439104 5,184 19,473 SH   SOLE   18,870 0 603
LEVI STRAUSS & CO NEW CL A COM COM 52736R102 947 47,179 SH   SOLE   47,179 0 0
LINDE PLC SHS COM G5494J103 421 1,599 SH   SOLE   522 0 1,077
LOCKHEED MARTIN COM 539830109 266 749 SH   SOLE   245 0 504
LOWES COS INC COM COM 548661107 8,208 51,138 SH   SOLE   6,518 0 44,620
MACQUARIE GROUP LIMITED ADR NE COM 55607P204 2,598 24,314 SH   SOLE   19,201 0 5,113
MAKEMYTRIP LIMITED MAURITIUS S COM V5633W109 512 17,354 SH   SOLE   17,354 0 0
MASTERCARD INC CL A COM 57636Q104 1,389 3,892 SH   SOLE   2,086 0 1,806
MCDONALDS CORP COM COM 580135101 488 2,272 SH   SOLE   742 0 1,530
MEDTRONIC PLC SHS COM G5960L103 481 4,106 SH   SOLE   1,340 0 2,766
MERCK & CO. INC COM COM 58933Y105 24,301 297,081 SH   SOLE   136,475 0 160,606
METTLER TOLEDO INTERNATIONAL C COM 592688105 343 301 SH   SOLE   254 0 47
MICRON TECHNOLOGY INC COM COM 595112103 21,421 284,928 SH   SOLE   142,503 0 142,425
MICROSOFT CORP COM COM 594918104 38,204 171,766 SH   SOLE   155,195 0 16,571
MITSUBISHI UFJ FINL GROUP INC COM 606822104 62 14,055 SH   SOLE   14,055 0 0
MOHAWK INDS INC COM COM 608190104 14,840 105,287 SH   SOLE   73,935 0 31,352
MONDELEZ INTL INC CL A COM 609207105 12,204 208,714 SH   SOLE   123,065 0 85,649
MONDI PLC ADR COM 60921V101 1,695 36,056 SH   SOLE   22,417 0 13,639
MORGAN STANLEY COM NEW COM 617446448 26,419 385,504 SH   SOLE   185,365 0 200,139
NASPERS LIMITED ORD F COM S53435103 1,031 5,017 SH   SOLE   5,017 0 0
NASPERS LTD SPONSORED ADR COM 631512209 1,504 36,577 SH   SOLE   25,123 0 11,454
NETFLIX INC COM COM 64110L106 5,469 10,114 SH   SOLE   10,039 0 75
NEW ORIENTAL ED & TECH GRP INC COM 647581107 1,644 8,847 SH   SOLE   8,847 0 0
NEW YORK TIMES CO CL A COM 650111107 4,990 96,380 SH   SOLE   95,691 0 689
NEXTERA ENERGY INC COM COM 65339F101 461 5,971 SH   SOLE   1,950 0 4,021
NEXTERA ENERGY PARTNERS LP COM COM 65341B106 9,034 134,740 SH   SOLE   23,490 0 111,250
NIKE INC CL B COM 654106103 542 3,828 SH   SOLE   1,249 0 2,579
NIPPON TELEG TEL CORP SPONSORE COM 654624105 2,074 80,931 SH   SOLE   75,237 0 5,694
NOAH HLDGS LTD SPON ADS CL A COM 65487X102 1,484 31,036 SH   SOLE   31,036 0 0
NORTHERN TR CORP COM COM 665859104 7,337 78,772 SH   SOLE   10,680 0 68,092
NOVARTIS A G SPONSORED ADR COM 66987V109 13,894 147,131 SH   SOLE   113,118 0 34,013
NOVO-NORDISK A S ADR COM 670100205 7,331 104,947 SH   SOLE   101,989 0 2,958
NOVOZYMES A/S UNSPONSORED ADR COM 670108109 286 4,970 SH   SOLE   1,221 0 3,749
NVIDIA CORP COM COM 67066G104 985 1,886 SH   SOLE   616 0 1,270
ORACLE CORP COM COM 68389X105 7,744 119,716 SH   SOLE   17,252 0 102,464
ORIX CORP ORD F COM J61933123 1,521 99,110 SH   SOLE   99,110 0 0
ORIX CORP SPONSORED ADR COM 686330101 2,415 31,228 SH   SOLE   19,963 0 11,265
ORSTED A S SHS F COM K7653Q105 1,586 7,758 SH   SOLE   7,758 0 0
ORSTED A/S UNSPONSORED ADR COM 68750L102 2,624 38,513 SH   SOLE   27,361 0 11,152
PAGSEGURO DIGITAL LTD COM CL A COM G68707101 11,469 201,632 SH   SOLE   201,632 0 0
PEPSICO INC COM COM 713448108 867 5,844 SH   SOLE   3,005 0 2,839
PFIZER INC COM COM 717081103 655 17,799 SH   SOLE   6,382 0 11,417
PHILIP MORRIS INTL COM 718172109 393 4,750 SH   SOLE   1,550 0 3,200
PING AN INS GROUP CO CHINA LTD COM 72341E304 542 22,131 SH   SOLE   22,131 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 21,262 142,699 SH   SOLE   58,267 0 84,432
PRICE T ROWE GROUP INC COM COM 74144T108 14,585 96,341 SH   SOLE   46,176 0 50,165
PROCTER & GAMBLE CO COM COM 742718109 16,561 119,025 SH   SOLE   51,287 0 67,738
PROLOGIS INC COM COM 74340W103 283 2,838 SH   SOLE   1,321 0 1,517
PRYSMIAN SPA UNSPONSORD ADR COM 74440L106 2,090 117,486 SH   SOLE   93,638 0 23,848
PT BK RAKYAT ADR SHS B COM 69366X100 1,992 134,261 SH   SOLE   89,542 0 44,719
PVH CORPORATION COM COM 693656100 3,778 40,238 SH   SOLE   39,770 0 468
QUALCOMM INC COM COM 747525103 526 3,450 SH   SOLE   1,126 0 2,324
RECKITT BENCKISER GRP PLC SPON COM 756255204 770 43,073 SH   SOLE   38,478 0 4,595
RECRUIT HOLDINGS CO LTD UNSPON COM 75629J101 2,339 279,437 SH   SOLE   227,853 0 51,584
RED ELECTRICA CORPORACION SA U COM 756568101 446 43,454 SH   SOLE   36,823 0 6,631
REGENERON PHARMACEUTICALS COM 75886F107 5,622 11,638 SH   SOLE   11,347 0 291
ROCHE HLDG LTD SPONSORED ADR COM 771195104 17,852 408,558 SH   SOLE   366,705 0 41,853
S&P GLOBAL INC COM COM 78409V104 240 731 SH   SOLE   239 0 492
SALESFORCE COM INC COM COM 79466L302 4,692 21,084 SH   SOLE   19,065 0 2,019
SAMPO INSURANCE COMPANY LTD F COM X75653109 1,595 37,713 SH   SOLE   37,713 0 0
SAMPO OYJ ADR COM 79588J102 2,543 120,264 SH   SOLE   75,965 0 44,299
SAP SE SPON ADR COM 803054204 13,862 106,310 SH   SOLE   83,837 0 22,473
SCHNEIDER ELECTRIC SE UNSPONSO COM 80687P106 4,373 151,055 SH   SOLE   122,131 0 28,924
SHIMANO INC ORD F COM J72262108 1,100 4,716 SH   SOLE   4,716 0 0
SHIMANO INC UNSPONSORD ADR COM 82455C101 1,539 65,987 SH   SOLE   39,590 0 26,397
SHINHAN FINANCIAL GROUP CO LTD COM 824596100 787 26,453 SH   SOLE   26,453 0 0
SHISEIDO SPONSORED ADR COM 824841407 2,650 38,338 SH   SOLE   31,017 0 7,321
SINGAPORE TELECOM LTD F COM Y79985209 783 448,095 SH   SOLE   448,095 0 0
SINGAPORE TELECOMMUNICATNS LTD COM 82929R304 1,492 85,365 SH   SOLE   53,605 0 31,760
SK TELECOM LTD SPONSORED ADR COM 78440P108 2,450 100,085 SH   SOLE   100,085 0 0
SMITH & NEPHEW PLC SPDN ADR NE COM 83175M205 1,313 31,136 SH   SOLE   24,318 0 6,818
SOCIEDAD QUIMICA MINERA DE CHI COM 833635105 764 15,557 SH   SOLE   15,557 0 0
SONIC HEALTHCARE LTD SPONSORED COM 83546A203 433 17,440 SH   SOLE   3,521 0 13,919
SONOVA HLDG AG UNSPONSORED ADR COM 83569C102 526 10,108 SH   SOLE   2,097 0 8,011
SPIRAX SARCO ENGINEERING PLC F COM G83561129 796 5,157 SH   SOLE   5,157 0 0
STEEL DYNAMICS INC COM COM 858119100 3,838 104,085 SH   SOLE   12,940 0 91,145
STRYKER CORP COM COM 863667101 244 995 SH   SOLE   325 0 670
SUNDRUG CO LTD F COM J78089109 703 17,628 SH   SOLE   17,628 0 0
SWISSCOM AG SPONSORED ADR COM 871013108 513 9,505 SH   SOLE   2,756 0 6,749
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 58,425 535,815 SH   SOLE   482,813 0 53,002
TARGET CORP COM COM 87612E106 19,358 109,659 SH   SOLE   54,605 0 55,054
TDK CORP AMERN DEP SH COM 872351408 2,995 19,897 SH   SOLE   13,511 0 6,386
TDK CORP SHS F COM J82141136 1,595 10,595 SH   SOLE   10,595 0 0
TEXAS INSTRS INC COM COM 882508104 460 2,801 SH   SOLE   914 0 1,887
THE CHARLES SCHWAB CORPORATION COM 808513105 880 16,585 SH   SOLE   16,585 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 647 1,389 SH   SOLE   574 0 815
TJX COS INC NEW COM COM 872540109 11,129 162,971 SH   SOLE   82,932 0 80,039
TOPBUILD CORP COM COM 89055F103 13,046 70,871 SH   SOLE   41,978 0 28,893
TRIP COM INTL LTD SPONSORED AD COM 89677Q107 1,937 57,433 SH   SOLE   57,433 0 0
UMICORE GROUP SHS F COM B95505184 1,140 23,718 SH   SOLE   23,718 0 0
UMICORE GROUP UNSPONSORED ADR COM 90420M104 1,838 152,942 SH   SOLE   107,628 0 45,314
UNICHARM CORP SPONSORED ADR COM 90460M204 360 38,041 SH   SOLE   7,675 0 30,366
UNILEVER PLC-SPONSORED ADR COM 904767704 23,203 384,409 SH   SOLE   298,451 0 85,958
UNION PACIFIC CORP COM COM 907818108 428 2,055 SH   SOLE   671 0 1,384
UNITED PARCEL SERVICE INC CL B COM 911312106 7,772 46,152 SH   SOLE   6,497 0 39,655
UNITEDHEALTH GROUP INC COM COM 91324P102 1,024 2,920 SH   SOLE   969 0 1,951
US BANCORP DEL COM NEW COM 902973304 6,609 141,850 SH   SOLE   22,347 0 119,503
VALEO SPONSORED ADR COM 919134304 2,790 141,274 SH   SOLE   114,170 0 27,104
VEOLIA ENVIRONNEMENT SPONSORED COM 92334N103 526 21,489 SH   SOLE   4,623 0 16,866
VERIZON COMMUNICATIONS INC COM COM 92343V104 24,985 425,269 SH   SOLE   231,698 0 193,571
VESTAS WIND SYS AS UTD KINGDOM COM 925458101 5,599 70,984 SH   SOLE   61,073 0 9,911
VISA INC COM CL A COM 92826C839 18,699 85,489 SH   SOLE   81,434 0 4,055
VMWARE INC CL A COM COM 928563402 4,851 34,589 SH   SOLE   34,426 0 163
VONOVIA SE F COM D9581T100 1,252 17,118 SH   SOLE   17,118 0 0
WABTEC COM COM 929740108 13,324 182,016 SH   SOLE   103,440 0 78,576
WAL-MART STORES INC COM COM 931142103 609 4,226 SH   SOLE   1,380 0 2,846
WATERS CORP COM COM 941848103 6,001 24,256 SH   SOLE   24,118 0 138
WEYERHAEUSER CO MTN BE COM NEW COM 962166104 8,184 244,070 SH   SOLE   32,678 0 211,392
WORLDLINE SA F COM F9867T103 598 6,181 SH   SOLE   6,181 0 0
WORLDLINE SA UNSPONSORD ADR COM 98161H101 241 4,970 SH   SOLE   4,970 0 0
XINYI SOLAR HOLDINGS LTD F COM G9829N102 978 374,635 SH   SOLE   374,635 0 0
XYLEM INC COM COM 98419M100 6,509 63,947 SH   SOLE   23,750 0 40,197
YAMAHA CORP SPONSORED ADR COM 984627109 3,300 56,137 SH   SOLE   46,115 0 10,022
YANDEX N V SHS CLASS A COM N97284108 13,387 192,402 SH   SOLE   192,402 0 0