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 10,307 58,754 SH   SOLE   51,616 0 7,138
ABBOTT LABS COM COM 002824100 696 5,888 SH   SOLE   2,053 0 3,835
ABBVIE INC COM COM 00287Y109 633 5,872 SH   SOLE   2,049 0 3,823
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 680 2,127 SH   SOLE   755 0 1,372
ADIDAS AG ADR COM 00687A107 5,315 33,746 SH   SOLE   21,284 0 12,462
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 32,797 56,967 SH   SOLE   55,636 0 1,331
ADVANCE AUTO PARTS INC COM COM 00751Y106 6,372 30,503 SH   SOLE   30,097 0 406
ADVANCED MICRO DEVICES COM COM 007903107 415 4,030 SH   SOLE   1,406 0 2,624
AGILENT TECHNOLOGIES INC COM COM 00846U101 7,753 49,215 SH   SOLE   47,847 0 1,368
AIA GROUP LTD SPONSORED ADR COM 001317205 4,267 92,314 SH   SOLE   58,589 0 33,725
AIR LIQUIDE ADR COM 009126202 2,097 65,289 SH   SOLE   36,657 0 28,632
AIR PRODS & CHEMS INC COM COM 009158106 214 836 SH   SOLE   357 0 479
ALCON INC ORD SHS COM H01301128 9,624 119,594 SH   SOLE   107,021 0 12,573
ALEXANDRIA REAL ESTATE EQ INC COM 015271109 7,497 39,238 SH   SOLE   4,514 0 34,724
ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 42,192 284,986 SH   SOLE   258,388 0 26,598
ALPHABET INC CAP STK CL A COM 02079K305 3,462 1,295 SH   SOLE   1,262 0 33
ALPHABET INC CAP STK CL C COM 02079K107 29,364 11,017 SH   SOLE   10,877 0 140
ALTRIA GROUP INC COM COM 02209S103 279 6,129 SH   SOLE   2,140 0 3,989
AMERICAN EXPRESS CO COM COM 025816109 14,559 86,901 SH   SOLE   9,196 0 77,705
AMERICAN WTR WKS CO INC NEW CO COM 030420103 27,805 164,485 SH   SOLE   163,590 0 895
AMERIPRISE FINL INC COM COM 03076C106 24,628 93,247 SH   SOLE   34,147 0 59,100
AMGEN INC COM COM 031162100 11,051 51,968 SH   SOLE   7,362 0 44,606
ANALOG DEVICES INC COM COM 032654105 5,440 32,482 SH   SOLE   30,855 0 1,627
ANTHEM INC COM COM 036752103 302 811 SH   SOLE   283 0 528
AON PLC SHS CL A COM G0403H108 6,290 22,011 SH   SOLE   21,680 0 331
APPLE INC COM COM 037833100 40,380 285,373 SH   SOLE   248,346 0 37,027
APPLIED MATLS INC COM COM 038222105 36,054 280,074 SH   SOLE   207,024 0 73,050
APTARGROUP INC COM COM 038336103 4,462 37,388 SH   SOLE   36,863 0 525
APTIV PLC SHS COM G6095L109 200 1,345 SH   SOLE   760 0 585
ASML HOLDING N V N Y REGISTRY COM N07059210 278 373 SH   SOLE   373 0 0
ASSA ABLOY AB ADR COM 045387107 4,014 274,668 SH   SOLE   161,176 0 113,492
AT&T INC COM COM 00206R102 8,760 324,306 SH   SOLE   54,095 0 270,211
ATLAS COPCO AB SHS B F COM W1R924195 655 12,775 SH   SOLE   12,775 0 0
ATLAS COPCO AB SP ADR B NEW COM 049255805 2,076 40,489 SH   SOLE   20,639 0 19,850
AUTODESK INC COM COM 052769106 209 732 SH   SOLE   256 0 476
AUTOMATIC DATA PROCESSING INC COM 053015103 281 1,406 SH   SOLE   491 0 915
AXA SA SPONSORED ADR COM 054536107 14,935 535,039 SH   SOLE   251,239 0 283,800
BANCOLOMBIA S A SPON ADR PREF COM 05968L102 2,064 59,611 SH   SOLE   59,611 0 0
BANK AMER CORP COM COM 060505104 1,045 24,617 SH   SOLE   8,592 0 16,025
BANK RAKYAT ADR SHS B COM 69366X100 23,821 1,743,823 SH   SOLE   1,651,670 0 92,153
BANK RAKYAT INDONESIA SHS F COM Y0697U112 706 2,624,425 SH   SOLE   2,624,425 0 0
BARRATT DEVELOPMENTS PLC UNSP COM 068334101 4,579 257,146 SH   SOLE   172,230 0 84,916
BECTON DICKINSON & CO COM COM 075887109 235 956 SH   SOLE   334 0 622
BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 249 911 SH   SOLE   911 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,234 3 SH   SOLE   3 0 0
BIOGEN INC COM COM 09062X103 28,373 100,260 SH   SOLE   72,482 0 27,778
BLACKROCK INC COM COM 09247X101 399 476 SH   SOLE   166 0 310
BOOKING HOLDINGS INC COM COM 09857L108 6,564 2,765 SH   SOLE   2,726 0 39
BOSTON SCIENTIFIC CORP COM COM 101137107 205 4,730 SH   SOLE   1,650 0 3,080
BRISTOL MYERS SQUIBB CO COM COM 110122108 437 7,385 SH   SOLE   2,576 0 4,809
BYD CO LTD UNSPONSORD ADR COM 05606L100 3,364 53,889 SH   SOLE   38,424 0 15,465
CANADIAN PAC RY LTD COM COM 13645T100 7,900 121,409 SH   SOLE   121,409 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104 50,288 971,566 SH   SOLE   760,614 0 210,952
CATERPILLAR INC DEL COM COM 149123101 349 1,820 SH   SOLE   635 0 1,185
CERNER CORP COM COM 156782104 36,636 519,507 SH   SOLE   361,053 0 158,454
CIENA CORP COM NEW COM 171779309 37,059 721,685 SH   SOLE   481,946 0 239,739
CIGNA CORPORATION COM COM 125523100 226 1,130 SH   SOLE   394 0 736
CISCO SYS INC COM COM 17275R102 896 16,468 SH   SOLE   7,351 0 9,117
CITIGROUP INC COM NEW COM 172967424 33,331 474,933 SH   SOLE   235,375 0 239,558
CME GROUP INC COM COM 12572Q105 4,495 23,243 SH   SOLE   22,907 0 336
COLGATE PALMOLIVE CO COM COM 194162103 17,839 236,022 SH   SOLE   86,661 0 149,361
COMPANHIA BRASILEIRA DE DISTRB COM 20440T300 80 16,915 SH   SOLE   16,915 0 0
CONOCOPHILLIPS COM COM 20825C104 448 6,609 SH   SOLE   3,712 0 2,897
CREDICORP LTD COM COM G2519Y108 3,027 27,284 SH   SOLE   27,284 0 0
CRODA INTL PLC ORD F COM G25536155 923 8,014 SH   SOLE   8,014 0 0
CRODA INTL PLC UNSPONSORD ADR COM 227047305 3,439 59,711 SH   SOLE   31,776 0 27,935
CROWN CASTLE INTL CORP NEW COM COM 22822V101 5,512 31,800 SH   SOLE   7,010 0 24,790
CSL LTD SPONSORED ADR COM 12637N204 557 5,254 SH   SOLE   2,683 0 2,571
CSX CORP COM COM 126408103 223 7,490 SH   SOLE   2,613 0 4,877
CUMMINS INC COM COM 231021106 27,893 124,214 SH   SOLE   111,767 0 12,447
CVS HEALTH CORP COM COM 126650100 539 6,353 SH   SOLE   3,499 0 2,854
DAIKIN INDS LTD UNSPONSORED AD COM 23381B106 3,767 171,816 SH   SOLE   89,385 0 82,431
DAIKIN INDUSTRIES LTD SHS F COM J10038115 1,041 4,748 SH   SOLE   4,748 0 0
DANAHER CORPORATION COM COM 235851102 8,049 26,438 SH   SOLE   26,075 0 363
DANONE SPONSORED ADR COM 23636T100 780 56,987 SH   SOLE   22,768 0 34,219
DASSAULT SYS SPONSORED ADR COM 237545108 3,802 72,162 SH   SOLE   49,749 0 22,413
DECHRA PHARMACEUTICALS PLC SHS COM G2769C145 528 8,076 SH   SOLE   8,076 0 0
DEERE & CO COM COM 244199105 9,785 29,202 SH   SOLE   4,872 0 24,330
DEUTSCHE TELEKOM AG SPONSORED COM 251566105 4,980 246,990 SH   SOLE   152,144 0 94,846
DISNEY WALT CO COM DISNEY COM 254687106 17,633 104,231 SH   SOLE   51,481 0 52,750
DR REDDYS LABS LTD ADR COM 256135203 749 11,498 SH   SOLE   11,498 0 0
DS SMITH PLC SHS F COM G2848Q123 801 143,841 SH   SOLE   143,841 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 250 2,557 SH   SOLE   892 0 1,665
ECOLAB INC COM COM 278865100 20,572 98,611 SH   SOLE   97,751 0 860
EDWARDS LIFESCIENCES COM COM 28176E108 235 2,073 SH   SOLE   724 0 1,349
EISAI CO LTD SPONSORED ADR COM 282579309 2,213 29,415 SH   SOLE   21,057 0 8,358
ELI LILLY & CO COM COM 532457108 610 2,638 SH   SOLE   921 0 1,717
EMERSON ELEC CO COM COM 291011104 20,553 218,182 SH   SOLE   109,235 0 108,947
EQUINIX INC COM NEW COM 29444U700 235 298 SH   SOLE   104 0 194
ESSITY AKTIEBOLAG-B F COM W3R06F100 895 28,782 SH   SOLE   28,782 0 0
EVERSOURCE ENERGY COM COM 30040W108 8,903 108,894 SH   SOLE   8,782 0 100,112
FERGUSON PLC COM G3421J106 4,307 30,871 SH   SOLE   19,858 0 11,013
FIDELITY NATL INFORMATION SVCS COM 31620M106 11,925 98,005 SH   SOLE   13,505 0 84,500
FIFTH THIRD BANCORP COM COM 316773100 17,905 421,880 SH   SOLE   60,646 0 361,234
FIRST SOLAR INC COM COM 336433107 42,496 445,166 SH   SOLE   326,300 0 118,866
FISERV INC COM COM 337738108 852 7,850 SH   SOLE   7,850 0 0
FORD MTR CO DEL COM COM 345370860 185 13,036 SH   SOLE   4,547 0 8,489
GENERAL MTRS CORP COM COM 37045V100 254 4,824 SH   SOLE   1,684 0 3,140
GILEAD SCIENCES INC COM COM 375558103 21,075 301,717 SH   SOLE   299,005 0 2,712
GLAXOSMITHKLINE PLC SPONSORED COM 37733W105 970 25,389 SH   SOLE   279 0 25,110
GRIFOLS S A SP ADR PFD COM 398438408 6,608 452,266 SH   SOLE   390,113 0 62,153
HANG LUNG PPTYS LTD SPONSORED COM 41043M104 2,784 244,054 SH   SOLE   157,586 0 86,468
HANNON ARMSTRONG SUST INFR CAP COM 41068X100 48,784 912,188 SH   SOLE   699,541 0 212,647
HCA INC COM COM 40412C101 206 850 SH   SOLE   316 0 534
HDFC BANK LTD SPONSORED ADR COM 40415F101 59,857 818,944 SH   SOLE   753,299 0 65,645
HENKEL AG & CO KGAA SPONSORED COM 42550U109 2,345 108,551 SH   SOLE   53,032 0 55,519
HENRY SCHEIN INC COM COM 806407102 12,469 163,720 SH   SOLE   20,900 0 142,820
HOME DEPOT INC COM COM 437076102 11,251 34,274 SH   SOLE   33,861 0 413
HOYA CORP SPONSORED ADR COM 443251103 5,683 36,284 SH   SOLE   23,323 0 12,961
ILLINOIS TOOL WKS INC COM COM 452308109 213 1,030 SH   SOLE   410 0 620
ILLUMINA INC COM COM 452327109 15,465 38,128 SH   SOLE   37,811 0 317
INFINEON TECHNOLOGIES AG SPONS COM 45662N103 4,877 118,457 SH   SOLE   79,744 0 38,713
INFOSYS LTD SPONSORED ADR COM 456788108 3,628 163,073 SH   SOLE   163,073 0 0
ING GROEP N V SPONSORED ADR COM 456837103 11,136 768,552 SH   SOLE   394,593 0 373,959
INTEL CORP COM COM 458140100 820 15,391 SH   SOLE   6,614 0 8,777
INTERNATIONAL BUSINESS MACHS C COM 459200101 414 2,977 SH   SOLE   1,039 0 1,938
INTUIT COM COM 461202103 36,941 68,472 SH   SOLE   67,506 0 966
INTUITIVE SURGICAL INC COM NEW COM 46120E602 393 395 SH   SOLE   138 0 257
IRON MTN INC NEW COM COM 46284V101 12,065 277,674 SH   SOLE   45,566 0 232,108
ITAU UNIBANCO HLDG SA SPON ADR COM 465562106 11,852 2,248,949 SH   SOLE   2,248,949 0 0
JOHNSON & JOHNSON COM COM 478160104 1,462 9,055 SH   SOLE   3,361 0 5,694
JPMORGAN CHASE & CO COM COM 46625H100 1,983 12,113 SH   SOLE   5,647 0 6,466
KAO CORP UNSPONSORD ADS COM 485537401 2,543 213,197 SH   SOLE   124,505 0 88,692
KASIKORNBANK PUB CO LTD UNSPON COM 485785109 177 11,257 SH   SOLE   11,257 0 0
KB HOME COM COM 48666K109 30,271 777,779 SH   SOLE   587,603 0 190,176
KERRY GROUP PLC SPONSORED ADR COM 492460100 5,342 39,733 SH   SOLE   25,591 0 14,142
KEYENCE CORP ORD F COM J32491102 360 600 SH   SOLE   600 0 0
KIMBERLY-CLARK CORP COM COM 494368103 10,439 78,823 SH   SOLE   12,629 0 66,194
KIMCO RLTY CORP COM COM 49446R109 5,520 266,017 SH   SOLE   262,594 0 3,423
KION GROUP AG ADR COM 497216101 2,926 124,902 SH   SOLE   75,760 0 49,142
KONINKLIJKE PHILIPS N V NY REG COM 500472303 7,670 172,595 SH   SOLE   86,947 0 85,648
KROGER CO COM COM 501044101 12,531 309,944 SH   SOLE   34,289 0 275,655
KURITA WATER INDUSTRIES LTD F COM J37221116 376 7,769 SH   SOLE   7,769 0 0
LAUDER ESTEE COS INC CL A COM 518439104 5,773 19,247 SH   SOLE   18,473 0 774
LINDE PLC SHS COM G5494J103 503 1,716 SH   SOLE   599 0 1,117
LOCKHEED MARTIN COM 539830109 283 819 SH   SOLE   286 0 533
LOWES COS INC COM COM 548661107 13,821 68,129 SH   SOLE   11,169 0 56,960
MACQUARIE GROUP LIMITED ADR NE COM 55607P204 5,331 40,551 SH   SOLE   24,882 0 15,669
MAGNA INTL INC COM COM 559222401 18,685 248,337 SH   SOLE   97,997 0 150,340
MAKEMYTRIP LIMITED MAURITIUS S COM V5633W109 1,561 57,401 SH   SOLE   57,401 0 0
MASTERCARD INC CL A COM 57636Q104 1,306 3,756 SH   SOLE   1,871 0 1,885
MCCORMICK & CO INC COM NON VTG COM 579780206 18,297 225,802 SH   SOLE   224,758 0 1,044
MCDONALDS CORP COM COM 580135101 603 2,502 SH   SOLE   886 0 1,616
MEDTRONIC PLC SHS COM G5960L103 560 4,466 SH   SOLE   1,559 0 2,907
MERCK & CO INC COM COM 58933Y105 30,368 404,313 SH   SOLE   150,116 0 254,197
METTLER TOLEDO INTERNATIONAL C COM 592688105 401 291 SH   SOLE   241 0 50
MICRON TECHNOLOGY INC COM COM 595112103 19,614 276,337 SH   SOLE   129,085 0 147,252
MICROSOFT CORP COM COM 594918104 47,718 169,262 SH   SOLE   150,914 0 18,348
MIRVAC GROUP STAPLED SEC COM Q62377108 642 297,280 SH   SOLE   297,280 0 0
MITSUBISHI UFJ FINL GROUP INC COM 606822104 84 14,119 SH   SOLE   14,119 0 0
MOHAWK INDS INC COM COM 608190104 28,670 161,610 SH   SOLE   121,518 0 40,092
MONDELEZ INTL INC CL A COM 609207105 6,576 113,036 SH   SOLE   108,452 0 4,584
MONDI PLC ADR COM 60921V101 2,831 57,373 SH   SOLE   30,691 0 26,682
MORGAN STANLEY COM NEW COM 617446448 40,461 415,791 SH   SOLE   203,168 0 212,623
NASPERS LIMITED ORD F COM S53435103 628 3,788 SH   SOLE   3,788 0 0
NASPERS LTD SPONSORED ADR COM 631512209 2,008 60,586 SH   SOLE   32,570 0 28,016
NETFLIX INC COM COM 64110L106 10,865 17,802 SH   SOLE   17,589 0 213
NEW YORK TIMES CO CL A COM 650111107 4,463 90,584 SH   SOLE   89,185 0 1,399
NEXTERA ENERGY INC COM COM 65339F101 516 6,576 SH   SOLE   2,332 0 4,244
NEXTERA ENERGY PARTNERS LP COM COM 65341B106 3,905 51,822 SH   SOLE   36,462 0 15,360
NIKE INC CL B COM 654106103 617 4,246 SH   SOLE   1,481 0 2,765
NORTHERN TR CORP COM COM 665859104 5,607 52,004 SH   SOLE   584 0 51,420
NOVARTIS A G SPONSORED ADR COM 66987V109 14,319 175,090 SH   SOLE   134,284 0 40,806
NOVO-NORDISK A S ADR COM 670100205 10,921 113,750 SH   SOLE   98,698 0 15,052
NOVOZYMES A/S UNSPONSORED ADR COM 670108109 668 9,747 SH   SOLE   4,203 0 5,544
NVIDIA CORPORATION COM COM 67066G104 1,715 8,280 SH   SOLE   2,889 0 5,391
ORACLE CORP COM COM 68389X105 16,228 186,251 SH   SOLE   27,453 0 158,798
ORGANON & CO COMMON STOCK COM 68622V106 10,038 306,121 SH   SOLE   40,991 0 265,130
ORIX CORP ORD F COM J61933123 1,353 71,565 SH   SOLE   71,565 0 0
ORIX CORP SPONSORED ADR COM 686330101 5,401 57,146 SH   SOLE   31,537 0 25,609
ORSTED A S SHS F COM K7653Q105 648 4,897 SH   SOLE   4,897 0 0
ORSTED A/S UNSPONSORED ADR COM 68750L102 2,817 63,889 SH   SOLE   36,393 0 27,496
OVERSEA-CHINESE BKG CORP LTD U COM 690333109 4,487 264,869 SH   SOLE   156,095 0 108,774
PAGSEGURO DIGITAL LTD COM CL A COM G68707101 19,251 372,215 SH   SOLE   372,215 0 0
PEPSICO INC COM COM 713448108 901 5,993 SH   SOLE   3,003 0 2,990
PFIZER INC COM COM 717081103 838 19,482 SH   SOLE   7,353 0 12,129
PHILIP MORRIS INTL COM 718172109 491 5,178 SH   SOLE   1,807 0 3,371
PING AN INS GROUP CO CHINA LTD COM 72341E304 360 26,296 SH   SOLE   26,296 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 31,642 161,735 SH   SOLE   66,177 0 95,558
PRICE T ROWE GROUP INC COM COM 74144T108 11,381 57,861 SH   SOLE   47,681 0 10,180
PROCTER AND GAMBLE CO COM COM 742718109 12,157 86,958 SH   SOLE   18,351 0 68,607
PROLOGIS INC COM COM 74340W103 431 3,439 SH   SOLE   1,839 0 1,600
PRYSMIAN SPA UNSPONSORD ADR COM 74440L106 3,646 207,490 SH   SOLE   131,658 0 75,832
PVH CORPORATION COM COM 693656100 5,535 53,845 SH   SOLE   52,949 0 896
QUALCOMM INC COM COM 747525103 483 3,748 SH   SOLE   1,308 0 2,440
RECRUIT HOLDINGS CO LTD UNSPON COM 75629J101 4,903 400,396 SH   SOLE   245,646 0 154,750
REGENERON PHARMACEUTICALS COM 75886F107 25,272 41,760 SH   SOLE   17,021 0 24,739
ROCHE HLDG LTD SPONSORED ADR COM 771195104 21,790 475,544 SH   SOLE   412,340 0 63,204
S&P GLOBAL INC COM COM 78409V104 340 801 SH   SOLE   280 0 521
SALESFORCE COM INC COM COM 79466L302 9,329 34,398 SH   SOLE   31,870 0 2,528
SAMPO INSURANCE COMPANY LTD F COM X75653109 1,313 26,410 SH   SOLE   26,410 0 0
SAMPO OYJ ADR COM 79588J102 5,082 204,398 SH   SOLE   102,934 0 101,464
SAP SE SPON ADR COM 803054204 16,953 125,537 SH   SOLE   97,426 0 28,111
SCHNEIDER ELECTRIC SE UNSPONSO COM 80687P106 6,891 206,593 SH   SOLE   135,053 0 71,540
Sendas Distribuidora S.A. COM 81689T104 253 14,500 SH   SOLE   14,500 0 0
SHERWIN WILLIAMS CO COM COM 824348106 230 823 SH   SOLE   299 0 524
SHIMANO INC ORD F COM J72262108 1,180 4,001 SH   SOLE   4,001 0 0
SHIMANO INC UNSPONSORD ADR COM 82455C101 4,012 136,047 SH   SOLE   70,435 0 65,612
SHINHAN FINANCIAL GROUP CO LTD COM 824596100 772 22,927 SH   SOLE   22,927 0 0
SHISEIDO SPONSORED ADR COM 824841407 4,136 61,235 SH   SOLE   38,448 0 22,787
SINGAPORE TELECOMMUNICATNS LTD COM 82929R304 2,041 112,624 SH   SOLE   54,461 0 58,163
SK TELECOM LTD SPONSORED ADR COM 78440P108 49,676 1,650,365 SH   SOLE   1,465,731 0 184,634
SMITH & NEPHEW PLC SPDN ADR NE COM 83175M205 476 13,871 SH   SOLE   8,742 0 5,129
SOCIEDAD QUIMICA MINERA DE CHI COM 833635105 1,342 24,984 SH   SOLE   24,984 0 0
SONIC HEALTHCARE LTD SPONSORED COM 83546A203 653 22,218 SH   SOLE   9,014 0 13,204
SONOVA HLDG AG UNSPONSORED ADR COM 83569C102 1,069 14,042 SH   SOLE   6,766 0 7,276
SONY CORP ADR NEW COM 835699307 3,551 32,108 SH   SOLE   19,741 0 12,367
SPIRAX SARCO ENGINEERING PLC F COM G83561129 715 3,541 SH   SOLE   3,541 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 31,861 1,375,094 SH   SOLE   1,025,319 0 349,775
STEEL DYNAMICS INC COM COM 858119100 12,639 216,133 SH   SOLE   34,168 0 181,965
STRYKER CORPORATION COM COM 863667101 294 1,116 SH   SOLE   390 0 726
SWISSCOM AG SPONSORED ADR COM 871013108 578 10,031 SH   SOLE   3,935 0 6,096
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 64,169 574,734 SH   SOLE   526,042 0 48,692
TARGET CORP COM COM 87612E106 21,999 96,162 SH   SOLE   45,443 0 50,719
TDK CORP AMERN DEP SH COM 872351408 3,444 31,730 SH   SOLE   17,881 0 13,849
TDK CORP SHS F COM J82141136 568 15,672 SH   SOLE   15,672 0 0
TEXAS INSTRS INC COM COM 882508104 590 3,067 SH   SOLE   1,070 0 1,997
THE CHARLES SCHWAB CORPORATION COM 808513105 1,208 16,585 SH   SOLE   16,585 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 895 1,566 SH   SOLE   715 0 851
TJX COS INC NEW COM COM 872540109 19,455 294,855 SH   SOLE   141,651 0 153,204
TOPBUILD CORP COM COM 89055F103 36,562 178,515 SH   SOLE   149,202 0 29,313
TRIP COM INTL LTD SPONSORED AD COM 89677Q107 9,870 320,973 SH   SOLE   320,973 0 0
UMICORE GROUP SHS F COM B95505184 808 13,606 SH   SOLE   13,606 0 0
UMICORE GROUP UNSPONSORED ADR COM 90420M104 3,037 204,539 SH   SOLE   120,958 0 83,581
UNILEVER PLC-SPONSORED ADR COM 904767704 24,935 459,878 SH   SOLE   348,027 0 111,851
UNION PACIFIC CORP COM COM 907818108 425 2,169 SH   SOLE   757 0 1,412
UNITED PARCEL SERVICE INC CL B COM 911312106 15,227 83,621 SH   SOLE   10,746 0 72,875
UNITED RENTALS INC COM COM 911363109 11,277 32,135 SH   SOLE   2,830 0 29,305
UNITEDHEALTH GROUP INC COM COM 91324P102 1,234 3,157 SH   SOLE   1,118 0 2,039
UNUM GROUP COM COM 91529Y106 10,285 410,432 SH   SOLE   35,809 0 374,623
US BANCORP DEL COM NEW COM 902973304 15,851 266,673 SH   SOLE   38,631 0 228,042
VALEO SPONSORED ADR COM 919134304 4,379 311,598 SH   SOLE   215,377 0 96,221
VALMONT INDS INC COM COM 920253101 9,382 39,903 SH   SOLE   5,321 0 34,582
VEOLIA ENVIRONNEMENT SPONSORED COM 92334N103 701 22,856 SH   SOLE   9,465 0 13,391
VERIZON COMMUNICATIONS INC COM COM 92343V104 25,873 479,045 SH   SOLE   244,139 0 234,906
VERTEX PHARMACEUTICALS INC COM COM 92532F100 5,722 31,545 SH   SOLE   31,147 0 398
VESTAS WIND SYS AS UTD KINGDOM COM 925458101 5,933 443,530 SH   SOLE   318,008 0 125,522
VISA INC COM CL A COM 92826C839 19,040 85,479 SH   SOLE   80,685 0 4,794
VMWARE INC CL A COM COM 928563402 16,965 114,090 SH   SOLE   113,925 0 165
VOLVO AKTIEBOLAGET UNSPON ADR COM 928854108 3,467 153,930 SH   SOLE   91,152 0 62,778
VONOVIA SE F COM D9581T100 440 7,322 SH   SOLE   7,322 0 0
WABTEC COM COM 929740108 42,447 492,367 SH   SOLE   357,045 0 135,322
WATERS CORP COM COM 941848103 19,732 55,224 SH   SOLE   54,986 0 238
WEICHAI PWR CO LTD-H ADR COM 948597109 248 14,899 SH   SOLE   14,899 0 0
WELLS FARGO CO NEW COM COM 949746101 633 13,642 SH   SOLE   4,759 0 8,883
WESTROCK CO COM COM 96145D105 13,866 278,262 SH   SOLE   41,754 0 236,508
WEYERHAEUSER CO MTN BE COM NEW COM 962166104 9,576 269,208 SH   SOLE   56,807 0 212,401
WORLDLINE SA F COM F9867T103 414 5,418 SH   SOLE   5,418 0 0
WORLDLINE SA UNSPONSORD ADR COM 98161H101 2,088 54,452 SH   SOLE   28,648 0 25,804
XINYI SOLAR HOLDINGS LTD F COM G9829N102 611 298,080 SH   SOLE   298,080 0 0
XYLEM INC COM COM 98419M100 24,409 197,354 SH   SOLE   196,965 0 389
YAMAHA CORP SPONSORED ADR COM 984627109 4,909 77,685 SH   SOLE   49,331 0 28,354
YANDEX N V SHS CLASS A ADR COM N97284108 12,524 157,159 SH   SOLE   157,159 0 0
ZIMMER BIOMET HLDGS INC COM COM 98956P102 4,926 33,659 SH   SOLE   1,322 0 32,337