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 9,638 50,021 SH   SOLE   42,906 0 7,115
ABBOTT LABS COM COM 002824100 653 5,450 SH   SOLE   1,777 0 3,673
ABBVIE INC COM COM 00287Y109 588 5,433 SH   SOLE   1,772 0 3,661
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 539 1,950 SH   SOLE   636 0 1,314
ADIDAS AG ADR COM 00687A107 3,256 20,814 SH   SOLE   16,184 0 4,630
ADOBE INC COM COM 00724F101 11,704 24,620 SH   SOLE   23,477 0 1,143
ADVANCE AUTO PARTS INC COM COM 00751Y106 4,498 24,513 SH   SOLE   24,341 0 172
ADVANCED MICRO DEVICES COM COM 007903107 293 3,728 SH   SOLE   1,216 0 2,512
AGILENT TECHNOLOGIES INC COM COM 00846U101 11,850 93,203 SH   SOLE   54,096 0 39,107
AIA GROUP LTD SPONSORED ADR COM 001317205 3,551 73,189 SH   SOLE   57,917 0 15,272
AIR LIQUIDE ADR COM 009126202 5,276 161,126 SH   SOLE   86,991 0 74,135
AIR PRODS & CHEMS INC COM COM 009158106 220 781 SH   SOLE   322 0 459
ALBEMARLE CORP COM COM 012653101 5,723 39,166 SH   SOLE   4,772 0 34,394
ALCON INC ORD SHS COM H01301128 7,919 112,836 SH   SOLE   105,689 0 7,147
ALEXANDRIA REAL ESTATE EQ INC COM 015271109 4,252 25,878 SH   SOLE   3,949 0 21,929
ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 56,700 250,076 SH   SOLE   227,296 0 22,780
ALPHABET INC CAP STK CL A COM 02079K305 2,791 1,353 SH   SOLE   1,353 0 0
ALPHABET INC CAP STK CL C COM 02079K107 23,036 11,136 SH   SOLE   11,050 0 86
ALTRIA GROUP INC COM COM 02209S103 293 5,718 SH   SOLE   1,865 0 3,853
AMERICAN EXPRESS CO COM COM 025816109 7,835 55,395 SH   SOLE   4,255 0 51,140
AMERICAN WTR WKS CO INC NEW CO COM 030420103 6,615 44,122 SH   SOLE   43,491 0 631
AMERIPRISE FINANCIAL INC COM 03076C106 16,835 72,423 SH   SOLE   23,137 0 49,286
AMGEN INC COM COM 031162100 13,386 53,802 SH   SOLE   22,802 0 31,000
ANALOG DEVICES INC COM COM 032654105 4,970 32,051 SH   SOLE   31,058 0 993
ANTHEM INC COM COM 036752103 271 754 SH   SOLE   246 0 508
AON PLC SHS CL A COM G0403H108 5,119 22,248 SH   SOLE   22,086 0 162
APPLE INC COM COM 037833100 35,078 287,175 SH   SOLE   253,046 0 34,129
APPLIED MATLS INC COM COM 038222105 21,591 161,606 SH   SOLE   85,821 0 75,785
APTARGROUP INC COM COM 038336103 5,382 37,991 SH   SOLE   37,733 0 258
APTIV PLC SHS COM G6095L109 6,345 46,014 SH   SOLE   5,915 0 40,099
ASML HOLDING N V N Y REGISTRY COM N07059210 233 378 SH   SOLE   378 0 0
ASSA ABLOY AB ADR COM 045387107 3,015 209,408 SH   SOLE   157,626 0 51,782
AT&T INC COM COM 00206R102 9,101 300,657 SH   SOLE   34,348 0 266,309
ATLAS COPCO AB SHS B F COM W1R924195 1,174 22,521 SH   SOLE   22,521 0 0
ATLAS COPCO AB SP ADR B NEW COM 049255805 2,200 42,195 SH   SOLE   27,924 0 14,271
AUTOMATIC DATA PROCESSING INC COM 053015103 248 1,316 SH   SOLE   429 0 887
AVANGRID INC COM COM 05351W103 4,179 83,898 SH   SOLE   83,362 0 536
AXA SA SPONSORED ADR COM 054536107 12,824 476,794 SH   SOLE   253,480 0 223,314
BANK AMER CORP COM COM 060505104 904 23,373 SH   SOLE   7,625 0 15,748
BANK RAKYAT INDONESIA SHS F COM Y0697U112 968 3,196,925 SH   SOLE   3,196,925 0 0
BARRATT DEVELOPMENTS PLC UNSP COM 068334101 4,335 210,387 SH   SOLE   169,874 0 40,513
BECTON DICKINSON & CO COM COM 075887109 217 894 SH   SOLE   292 0 602
BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 233 911 SH   SOLE   911 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,157 3 SH   SOLE   3 0 0
BIOGEN INC COM COM 09062X103 11,130 39,784 SH   SOLE   18,594 0 21,190
BLACKROCK INC COM COM 09247X101 329 436 SH   SOLE   142 0 294
BOOKING HOLDINGS INC COM COM 09857L108 6,365 2,732 SH   SOLE   2,712 0 20
BRISTOL MYERS SQUIBB CO COM COM 110122108 435 6,892 SH   SOLE   2,249 0 4,643
BYD CO LTD UNSPONSORD ADR COM 05606L100 1,313 30,954 SH   SOLE   25,429 0 5,525
CANADIAN PAC RY LTD COM COM 13645T100 8,523 22,471 SH   SOLE   22,471 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104 15,669 371,139 SH   SOLE   215,822 0 155,317
CATERPILLAR INC DEL COM COM 149123101 389 1,677 SH   SOLE   547 0 1,130
CERNER CORP COM COM 156782104 18,030 250,828 SH   SOLE   122,443 0 128,385
CIENA CORP COM NEW COM 171779309 18,673 341,252 SH   SOLE   188,923 0 152,329
CIGNA CORPORATION COM COM 125523100 262 1,082 SH   SOLE   353 0 729
CISCO SYS INC COM COM 17275R102 795 15,374 SH   SOLE   6,622 0 8,752
CITIGROUP INC COM NEW COM 172967424 32,766 450,394 SH   SOLE   213,965 0 236,429
CME GROUP INC COM COM 12572Q105 4,801 23,507 SH   SOLE   23,343 0 164
COCA COLA CO COM COM 191216100 629 11,932 SH   SOLE   3,892 0 8,040
COLGATE PALMOLIVE CO COM COM 194162103 12,349 156,655 SH   SOLE   62,061 0 94,594
COMPANHIA BRASILEIRA DE DISTRB COM 20440T300 72 12,330 SH   SOLE   12,330 0 0
CONOCOPHILLIPS COM COM 20825C104 365 6,896 SH   SOLE   4,087 0 2,809
COSTCO WHSL CORP NEW COM COM 22160K105 300 850 SH   SOLE   850 0 0
CREDICORP LTD COM COM G2519Y108 2,717 19,891 SH   SOLE   19,891 0 0
CRODA INTL PLC ORD F COM G25536155 850 9,707 SH   SOLE   9,707 0 0
CRODA INTL PLC UNSPONSORD ADR COM 227047305 1,761 40,220 SH   SOLE   26,811 0 13,409
CROWN CASTLE INTL CORP NEW COM COM 22822V101 4,959 28,807 SH   SOLE   4,172 0 24,635
CSL LTD SPONSORED ADR COM 12637N204 502 4,980 SH   SOLE   2,429 0 2,551
CSX CORP COM COM 126408103 226 2,345 SH   SOLE   765 0 1,580
CUMMINS INC COM COM 231021106 26,534 102,406 SH   SOLE   47,145 0 55,261
CVS HEALTH CORP COM COM 126650100 452 6,005 SH   SOLE   3,286 0 2,719
DAIKIN INDS LTD UNSPONSORED AD COM 23381B106 2,220 109,927 SH   SOLE   74,668 0 35,259
DAIKIN INDUSTRIES LTD SHS F COM J10038115 1,179 5,838 SH   SOLE   5,838 0 0
DANAHER CORPORATION COM COM 235851102 6,164 27,387 SH   SOLE   27,204 0 183
DANONE SPONSORED ADR COM 23636T100 657 47,780 SH   SOLE   19,316 0 28,464
DASSAULT SYS SPONSORED ADR COM 237545108 2,945 13,739 SH   SOLE   11,082 0 2,657
DECHRA PHARMACEUTICALS PLC SHS COM G2769C145 775 16,371 SH   SOLE   16,371 0 0
DEERE & CO COM COM 244199105 11,390 30,442 SH   SOLE   4,192 0 26,250
DEUTSCHE TELEKOM AG SPONSORED COM 251566105 3,505 173,706 SH   SOLE   133,154 0 40,552
DISNEY WALT CO COM DISNEY COM 254687106 18,661 101,134 SH   SOLE   49,660 0 51,474
DR REDDYS LABS LTD ADR COM 256135203 706 11,500 SH   SOLE   11,500 0 0
DS SMITH PLC SHS F COM G2848Q123 1,005 178,745 SH   SOLE   178,745 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 228 2,364 SH   SOLE   771 0 1,593
ECOLAB INC COM COM 278865100 6,374 29,774 SH   SOLE   29,100 0 674
ELI LILLY & CO COM COM 532457108 457 2,447 SH   SOLE   798 0 1,649
EMERSON ELEC CO COM COM 291011104 17,460 193,522 SH   SOLE   86,106 0 107,416
ESSITY AKTIEBOLAG-B F COM W3R06F100 1,335 42,191 SH   SOLE   42,191 0 0
EVERSOURCE ENERGY COM COM 30040W108 4,434 51,204 SH   SOLE   5,323 0 45,881
EXXON MOBIL CORP COM COM 30231G102 727 13,025 SH   SOLE   4,249 0 8,776
FANUC CORPORATION ADR COM 307305102 487 20,571 SH   SOLE   10,374 0 10,197
FEDEX CORP COM COM 31428X106 213 750 SH   SOLE   245 0 505
FERGUSON PLC COM G3421J106 2,919 24,297 SH   SOLE   19,533 0 4,764
FIDELITY NATL INFO SVC COM COM 31620M106 11,200 79,655 SH   SOLE   7,940 0 71,715
FIFTH THIRD BANCORP COM COM 316773100 13,387 357,462 SH   SOLE   35,717 0 321,745
FIRST SOLAR INC COM COM 336433107 15,472 177,226 SH   SOLE   117,823 0 59,403
FISERV INC COM COM 337738108 934 7,850 SH   SOLE   7,850 0 0
FORD MTR CO DEL COM COM 345370860 147 12,023 SH   SOLE   3,922 0 8,101
GENERAL ELECTRIC CO COM COM 369604103 354 26,975 SH   SOLE   8,799 0 18,176
GENERAL MTRS CORP COM COM 37045V100 224 3,901 SH   SOLE   1,272 0 2,629
GILEAD SCIENCES INC COM COM 375558103 1,873 28,986 SH   SOLE   26,381 0 2,605
GLAXOSMITHKLINE PLC SPONSORED COM 37733W105 26,999 756,478 SH   SOLE   615,910 0 140,568
GRIFOLS S A SP ADR PFD COM 398438408 3,904 225,819 SH   SOLE   194,805 0 31,014
HANG LUNG PPTYS LTD SPONSORED COM 41043M104 3,337 256,874 SH   SOLE   203,398 0 53,476
HANNON ARMSTRONG SUST INFR CAP COM 41068X100 22,505 401,155 SH   SOLE   257,299 0 143,856
HDFC BANK LTD SPONSORED ADR COM 40415F101 46,177 594,381 SH   SOLE   536,358 0 58,023
HENKEL AG & CO KGAA SPONSORED COM 42550U109 2,143 86,362 SH   SOLE   53,469 0 32,893
HENRY SCHEIN INC COM COM 806407102 3,481 50,275 SH   SOLE   545 0 49,730
HOME DEPOT INC COM COM 437076102 10,663 34,933 SH   SOLE   34,725 0 208
HOYA CORP SPONSORED ADR COM 443251103 3,948 33,545 SH   SOLE   26,299 0 7,246
ILLINOIS TOOL WKS INC COM COM 452308109 214 964 SH   SOLE   367 0 597
INFINEON TECHNOLOGIES AG SPONS COM 45662N103 4,734 111,396 SH   SOLE   91,236 0 20,160
INFOSYS LTD SPONSORED ADR COM 456788108 3,135 167,443 SH   SOLE   167,443 0 0
ING GROEP N V SPONSORED ADR COM 456837103 7,886 644,840 SH   SOLE   393,913 0 250,927
INTEL CORP COM COM 458140100 915 14,301 SH   SOLE   5,878 0 8,423
INTERNATIONAL BUSINESS MACHS C COM 459200101 366 2,749 SH   SOLE   897 0 1,852
INTUIT COM COM 461202103 12,050 31,458 SH   SOLE   30,705 0 753
INTUITIVE SURGICAL INC COM NEW COM 46120E602 267 362 SH   SOLE   118 0 244
IRON MTN INC COM COM 46284V101 9,490 256,411 SH   SOLE   27,118 0 229,293
ISHARES TR RUSSELL MIDCAP COM 464287499 255 3,444 SH   SOLE   3,444 0 0
ITAU UNIBANCO HLDG SA SPON ADR COM 465562106 9,815 1,978,798 SH   SOLE   1,978,798 0 0
JOHNSON & JOHNSON COM COM 478160104 1,380 8,395 SH   SOLE   2,946 0 5,449
JPMORGAN CHASE & CO COM COM 46625H100 1,761 11,568 SH   SOLE   5,243 0 6,325
KANSAS CITY SOUTHERN COM NEW COM 485170302 6,659 25,230 SH   SOLE   25,062 0 168
KAO CORP UNSPONSORD ADS COM 485537401 2,845 214,970 SH   SOLE   162,829 0 52,141
KASIKORNBANK PUB CO LTD UNSPON COM 485785109 210 11,257 SH   SOLE   11,257 0 0
KB HOME COM COM 48666K109 9,601 206,340 SH   SOLE   62,704 0 143,636
KERRY GROUP PLC SPONSORED ADR COM 492460100 3,431 27,359 SH   SOLE   21,307 0 6,052
KEYENCE CORP ORD F COM J32491102 273 600 SH   SOLE   600 0 0
KIMBERLY CLARK CORP COM COM 494368103 15,704 112,936 SH   SOLE   47,741 0 65,195
KIMCO RLTY CORP COM COM 49446R109 3,305 176,288 SH   SOLE   174,866 0 1,422
KION GROUP AG ADR COM 497216101 2,555 103,289 SH   SOLE   81,533 0 21,756
KONINKLIJKE PHILIPS N V NY REG COM 500472303 9,160 160,609 SH   SOLE   91,190 0 69,419
KROGER CO COM COM 501044101 5,306 147,419 SH   SOLE   20,234 0 127,185
LAUDER ESTEE COS INC CL A COM 518439104 5,630 19,358 SH   SOLE   18,746 0 612
LEVI STRAUSS & CO NEW CL A COM COM 52736R102 1,128 47,179 SH   SOLE   47,179 0 0
LINDE PLC SHS COM G5494J103 451 1,609 SH   SOLE   525 0 1,084
LOCKHEED MARTIN COM 539830109 280 758 SH   SOLE   247 0 511
LOWES COS INC COM COM 548661107 11,973 62,955 SH   SOLE   6,595 0 56,360
MACQUARIE GROUP LIMITED ADR NE COM 55607P204 3,698 31,768 SH   SOLE   24,529 0 7,239
MAGNA INTL INC CL A COM 559222401 9,673 109,871 SH   SOLE   61,431 0 48,440
MAKEMYTRIP LIMITED MAURITIUS S COM V5633W109 1,262 39,949 SH   SOLE   39,949 0 0
MASTERCARD INC CL A COM 57636Q104 1,391 3,907 SH   SOLE   2,090 0 1,817
MCDONALDS CORP COM COM 580135101 514 2,293 SH   SOLE   748 0 1,545
MEDTRONIC PLC SHS COM G5960L103 490 4,148 SH   SOLE   1,353 0 2,795
MERCK & CO. INC COM COM 58933Y105 24,602 319,131 SH   SOLE   136,638 0 182,493
METTLER TOLEDO INTERNATIONAL C COM 592688105 337 292 SH   SOLE   243 0 49
MICRON TECHNOLOGY INC COM COM 595112103 21,440 243,057 SH   SOLE   119,047 0 124,010
MICROSOFT CORP COM COM 594918104 40,279 170,840 SH   SOLE   154,269 0 16,571
MITSUBISHI UFJ FINL GROUP INC COM 606822104 76 14,039 SH   SOLE   14,039 0 0
MOHAWK INDS INC COM COM 608190104 20,273 105,419 SH   SOLE   74,067 0 31,352
MONDELEZ INTL INC CL A COM 609207105 6,683 114,180 SH   SOLE   110,482 0 3,698
MONDI PLC ADR COM 60921V101 1,807 35,400 SH   SOLE   25,573 0 9,827
MORGAN STANLEY COM NEW COM 617446448 28,258 363,873 SH   SOLE   177,299 0 186,574
NASPERS LIMITED ORD F COM S53435103 1,083 4,530 SH   SOLE   4,530 0 0
NASPERS LTD SPONSORED ADR COM 631512209 1,935 40,454 SH   SOLE   28,293 0 12,161
NETFLIX INC COM COM 64110L106 5,239 10,042 SH   SOLE   9,967 0 75
NEW ORIENTAL ED & TECH GRP INC COM 647581107 1,873 133,820 SH   SOLE   133,820 0 0
NEW YORK TIMES CO CL A COM 650111107 4,649 91,842 SH   SOLE   91,153 0 689
NEXTERA ENERGY INC COM COM 65339F101 456 6,029 SH   SOLE   1,966 0 4,063
NEXTERA ENERGY PARTNERS LP COM COM 65341B106 6,103 83,734 SH   SOLE   23,639 0 60,095
NIKE INC CL B COM 654106103 520 3,912 SH   SOLE   1,276 0 2,636
NIPPON TELEG TEL CORP SPONSORE COM 654624105 1,829 71,098 SH   SOLE   64,699 0 6,399
NOAH HLDGS LTD SPON ADS CL A COM 65487X102 2,196 49,451 SH   SOLE   49,451 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 208 775 SH   SOLE   253 0 522
NORTHERN TR CORP COM COM 665859104 5,305 50,474 SH   SOLE   584 0 49,890
NOVARTIS A G SPONSORED ADR COM 66987V109 13,449 157,331 SH   SOLE   125,289 0 32,042
NOVO-NORDISK A S ADR COM 670100205 6,999 103,806 SH   SOLE   100,036 0 3,770
NOVOZYMES A/S UNSPONSORED ADR COM 670108109 502 7,811 SH   SOLE   3,137 0 4,674
NVIDIA CORP COM COM 67066G104 1,018 1,907 SH   SOLE   622 0 1,285
ORACLE CORP COM COM 68389X105 10,255 146,138 SH   SOLE   17,070 0 129,068
ORIX CORP ORD F COM J61933123 1,528 90,360 SH   SOLE   90,360 0 0
ORIX CORP SPONSORED ADR COM 686330101 3,031 35,752 SH   SOLE   24,351 0 11,401
ORSTED A S SHS F COM K7653Q105 975 6,024 SH   SOLE   6,024 0 0
ORSTED A/S UNSPONSORED ADR COM 68750L102 2,542 47,099 SH   SOLE   32,236 0 14,863
OVERSEA-CHINESE BKG CORP LTD U COM 690333109 2,544 145,475 SH   SOLE   110,000 0 35,475
PAGSEGURO DIGITAL LTD COM CL A COM G68707101 3,665 79,156 SH   SOLE   79,156 0 0
PEPSICO INC COM COM 713448108 812 5,744 SH   SOLE   2,884 0 2,860
PFIZER INC COM COM 717081103 652 18,009 SH   SOLE   6,447 0 11,562
PHILIP MORRIS INTL COM 718172109 425 4,792 SH   SOLE   1,563 0 3,229
PING AN INS GROUP CO CHINA LTD COM 72341E304 600 25,219 SH   SOLE   25,219 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 25,067 142,903 SH   SOLE   58,471 0 84,432
PRICE T ROWE GROUP INC COM COM 74144T108 10,236 59,653 SH   SOLE   46,078 0 13,575
PROCTER & GAMBLE CO COM COM 742718109 16,056 118,557 SH   SOLE   50,807 0 67,750
PROLOGIS INC COM COM 74340W103 339 3,197 SH   SOLE   1,664 0 1,533
PRYSMIAN SPA UNSPONSORD ADR COM 74440L106 3,031 186,133 SH   SOLE   147,666 0 38,467
PT BK RAKYAT ADR SHS B COM 69366X100 2,503 165,262 SH   SOLE   123,593 0 41,669
PVH CORPORATION COM COM 693656100 4,558 43,119 SH   SOLE   42,648 0 471
QUALCOMM INC COM COM 747525103 463 3,494 SH   SOLE   1,140 0 2,354
RECKITT BENCKISER GRP PLC SPON COM 756255204 857 47,789 SH   SOLE   41,666 0 6,123
RECRUIT HOLDINGS CO LTD UNSPON COM 75629J101 3,309 338,508 SH   SOLE   272,713 0 65,795
REGENERON PHARMACEUTICALS COM 75886F107 11,878 25,105 SH   SOLE   12,858 0 12,247
ROCHE HLDG LTD SPONSORED ADR COM 771195104 15,297 377,064 SH   SOLE   343,114 0 33,950
S&P GLOBAL INC COM COM 78409V104 261 741 SH   SOLE   242 0 499
SALESFORCE COM INC COM COM 79466L302 5,748 27,130 SH   SOLE   25,039 0 2,091
SAMPO INSURANCE COMPANY LTD F COM X75653109 1,506 33,311 SH   SOLE   33,311 0 0
SAMPO OYJ ADR COM 79588J102 3,299 145,942 SH   SOLE   94,455 0 51,487
SAP SE SPON ADR COM 803054204 13,903 113,224 SH   SOLE   91,384 0 21,840
SCHNEIDER ELECTRIC SE UNSPONSO COM 80687P106 4,907 160,277 SH   SOLE   128,479 0 31,798
Sendas Distribuidora S.A. COM 81689T104 160 12,330 SH   SOLE   12,330 0 0
SHIMANO INC ORD F COM J72262108 1,011 4,236 SH   SOLE   4,236 0 0
SHIMANO INC UNSPONSORD ADR COM 82455C101 1,896 79,426 SH   SOLE   50,849 0 28,577
SHINHAN FINANCIAL GROUP CO LTD COM 824596100 908 27,086 SH   SOLE   27,086 0 0
SHISEIDO SPONSORED ADR COM 824841407 2,722 40,522 SH   SOLE   32,339 0 8,183
SINGAPORE TELECOM LTD F COM Y79985209 739 407,065 SH   SOLE   407,065 0 0
SINGAPORE TELECOMMUNICATNS LTD COM 82929R304 1,827 100,626 SH   SOLE   65,856 0 34,770
SK TELECOM LTD SPONSORED ADR COM 78440P108 12,207 448,307 SH   SOLE   448,307 0 0
SMITH & NEPHEW PLC SPDN ADR NE COM 83175M205 1,002 26,437 SH   SOLE   19,016 0 7,421
SOCIEDAD QUIMICA MINERA DE CHI COM 833635105 847 15,957 SH   SOLE   15,957 0 0
SONIC HEALTHCARE LTD SPONSORED COM 83546A203 570 21,329 SH   SOLE   7,310 0 14,019
SONOVA HLDG AG UNSPONSORED ADR COM 83569C102 697 13,107 SH   SOLE   5,036 0 8,071
SPIRAX SARCO ENGINEERING PLC F COM G83561129 730 4,641 SH   SOLE   4,641 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 6,492 243,890 SH   SOLE   75,010 0 168,880
STEEL DYNAMICS INC COM COM 858119100 11,206 220,760 SH   SOLE   27,650 0 193,110
STRYKER CORP COM COM 863667101 245 1,006 SH   SOLE   328 0 678
SUNDRUG CO LTD F COM J78089109 553 15,082 SH   SOLE   15,082 0 0
SWISSCOM AG SPONSORED ADR COM 871013108 439 8,158 SH   SOLE   3,487 0 4,671
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 63,361 535,686 SH   SOLE   492,599 0 43,087
TARGET CORP COM COM 87612E106 21,677 109,443 SH   SOLE   54,389 0 55,054
TDK CORP AMERN DEP SH COM 872351408 3,150 22,709 SH   SOLE   16,585 0 6,124
TDK CORP SHS F COM J82141136 1,105 7,968 SH   SOLE   7,968 0 0
TEXAS INSTRS INC COM COM 882508104 535 2,830 SH   SOLE   923 0 1,907
THE CHARLES SCHWAB CORPORATION COM 808513105 1,081 16,585 SH   SOLE   16,585 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 680 1,491 SH   SOLE   675 0 816
TJX COS INC NEW COM COM 872540109 16,023 242,226 SH   SOLE   91,408 0 150,818
TOPBUILD CORP COM COM 89055F103 14,852 70,917 SH   SOLE   42,024 0 28,893
TRIP COM INTL LTD SPONSORED AD COM 89677Q107 8,570 216,253 SH   SOLE   216,253 0 0
UMICORE GROUP SHS F COM B95505184 1,125 21,163 SH   SOLE   21,163 0 0
UMICORE GROUP UNSPONSORED ADR COM 90420M104 2,367 178,108 SH   SOLE   128,183 0 49,925
UNILEVER PLC-SPONSORED ADR COM 904767704 23,036 412,615 SH   SOLE   326,350 0 86,265
UNION PACIFIC CORP COM COM 907818108 454 2,060 SH   SOLE   672 0 1,388
UNITED PARCEL SERVICE INC CL B COM 911312106 7,864 46,263 SH   SOLE   6,587 0 39,676
UNITEDHEALTH GROUP INC COM COM 91324P102 1,091 2,932 SH   SOLE   973 0 1,959
US BANCORP DEL COM NEW COM 902973304 13,685 247,430 SH   SOLE   22,608 0 224,822
VALEO SPONSORED ADR COM 919134304 3,222 189,275 SH   SOLE   153,193 0 36,082
VALMONT INDS INC COM COM 920253101 4,783 20,126 SH   SOLE   2,421 0 17,705
VEOLIA ENVIRONNEMENT SPONSORED COM 92334N103 698 27,151 SH   SOLE   10,155 0 16,996
VERIZON COMMUNICATIONS INC COM COM 92343V104 25,049 430,761 SH   SOLE   230,326 0 200,435
VERTEX PHARMACEUTICALS INC COM COM 92532F100 5,174 24,079 SH   SOLE   23,905 0 174
VESTAS WIND SYS AS UTD KINGDOM COM 925458101 5,049 73,611 SH   SOLE   62,849 0 10,762
VISA INC COM CL A COM 92826C839 18,148 85,715 SH   SOLE   81,625 0 4,090
VMWARE INC CL A COM COM 928563402 5,148 34,215 SH   SOLE   34,052 0 163
VOLVO AKTIEBOLAGET UNSPON ADR COM 928854108 1,939 76,514 SH   SOLE   57,954 0 18,560
VONOVIA SE F COM D9581T100 631 9,642 SH   SOLE   9,642 0 0
WABTEC COM COM 929740108 16,987 214,589 SH   SOLE   103,843 0 110,746
WAL-MART STORES INC COM COM 931142103 579 4,265 SH   SOLE   1,391 0 2,874
WATERS CORP COM COM 941848103 6,892 24,254 SH   SOLE   24,116 0 138
WEICHAI PWR CO LTD-H ADR COM 948597109 248 12,536 SH   SOLE   12,536 0 0
WEYERHAEUSER CO MTN BE COM NEW COM 962166104 8,736 245,396 SH   SOLE   33,987 0 211,409
WORLDLINE SA F COM F9867T103 600 7,142 SH   SOLE   7,142 0 0
WORLDLINE SA UNSPONSORD ADR COM 98161H101 601 14,097 SH   SOLE   6,447 0 7,650
XINYI SOLAR HOLDINGS LTD F COM G9829N102 641 390,090 SH   SOLE   390,090 0 0
XYLEM INC COM COM 98419M100 6,654 63,267 SH   SOLE   23,068 0 40,199
YAMAHA CORP SPONSORED ADR COM 984627109 3,250 59,756 SH   SOLE   48,627 0 11,129
YANDEX N V SHS CLASS A ADR COM N97284108 10,685 166,791 SH   SOLE   166,791 0 0