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 447 4,045 SH   SOLE   2,879 0 1,166
ABBOTT LABS COM COM 002824100 592 6,122 SH   SOLE   2,436 0 3,686
ABBVIE INC COM COM 00287Y109 829 6,180 SH   SOLE   2,459 0 3,721
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 1,027 3,993 SH   SOLE   2,661 0 1,332
ADIDAS AG ADR COM 00687A107 2,107 36,181 SH   SOLE   26,126 0 10,055
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 17,381 63,156 SH   SOLE   61,905 0 1,251
ADVANCE AUTO PARTS INC COM COM 00751Y106 4,671 29,876 SH   SOLE   29,480 0 396
ADVANCED MICRO DEVICES COM COM 007903107 357 5,642 SH   SOLE   2,245 0 3,397
AGILENT TECHNOLOGIES INC COM COM 00846U101 6,692 55,053 SH   SOLE   53,703 0 1,350
AIA GROUP LTD SPONSORED ADR COM 001317205 3,553 106,520 SH   SOLE   71,695 0 34,825
AIR LIQUIDE ADR COM 009126202 1,920 83,370 SH   SOLE   52,113 0 31,258
AIR PRODS & CHEMS INC COM COM 009158106 204 876 SH   SOLE   409 0 467
AKAMAI TECHNOLOGIES COM COM 00971T101 9,271 115,426 SH   SOLE   25,352 0 90,074
ALCON INC ORD SHS COM H01301128 7,427 127,656 SH   SOLE   114,821 0 12,835
ALEXANDRIA REAL ESTATE EQ INC COM 015271109 7,377 52,623 SH   SOLE   16,663 0 35,960
ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 30,808 385,153 SH   SOLE   346,307 0 38,846
ALPHABET INC CAP STK CL A COM 02079K305 2,271 23,740 SH   SOLE   23,740 0 0
ALPHABET INC CAP STK CL C COM 02079K107 18,912 196,691 SH   SOLE   193,971 0 2,720
ALTRIA GROUP INC COM COM 02209S103 254 6,295 SH   SOLE   2,505 0 3,790
AMERICAN EXPRESS CO COM COM 025816109 16,416 121,683 SH   SOLE   26,348 0 95,335
AMERICAN WTR WKS CO INC NEW CO COM 030420103 31,078 238,765 SH   SOLE   163,395 0 75,370
AMERIPRISE FINL INC COM COM 03076C106 12,795 50,784 SH   SOLE   28,333 0 22,451
AMGEN INC COM COM 031162100 22,309 98,974 SH   SOLE   21,301 0 77,673
ANALOG DEVICES INC COM COM 032654105 4,362 31,303 SH   SOLE   29,814 0 1,489
AON PLC SHS CL A COM G0403H108 7,794 29,095 SH   SOLE   28,689 0 406
APPLE INC COM COM 037833100 37,897 274,222 SH   SOLE   239,744 0 34,478
APPLIED MATLS INC COM COM 038222105 15,803 192,882 SH   SOLE   190,311 0 2,571
APTARGROUP INC COM COM 038336103 3,467 36,487 SH   SOLE   36,032 0 455
APTIV PLC SHS COM G6095L109 394 5,038 SH   SOLE   4,467 0 571
ARTHUR GALLAGHER J & CO COM COM 363576109 473 2,765 SH   SOLE   2,765 0 0
ASSA ABLOY AB ADR COM 045387107 3,123 330,543 SH   SOLE   216,133 0 114,410
ASTRAZENECA PLC ADR COM 046353108 2,908 53,022 SH   SOLE   39,050 0 13,972
AT&T INC COM COM 00206R102 382 24,910 SH   SOLE   9,910 0 15,000
ATLAS COPCO AB SHS B F COM W1R924229 331 39,352 SH   SOLE   39,352 0 0
ATLAS COPCO AB SP ADR A NEW COM 049255706 96 10,144 SH   SOLE   10,144 0 0
ATLAS COPCO AB SP ADR B NEW COM 049255805 2,493 296,613 SH   SOLE   185,104 0 111,509
AUTOMATIC DATA PROCESSING INC COM 053015103 329 1,453 SH   SOLE   578 0 875
AXA SA SPONSORED ADR COM 054536107 9,483 430,682 SH   SOLE   237,092 0 193,590
AZEK CO INC CL A COM 05478C105 8,099 487,319 SH   SOLE   487,319 0 0
BANCOLOMBIA S A SPON ADR PREF COM 05968L102 1,628 66,788 SH   SOLE   66,788 0 0
BANK RAKYAT ADR SHS B COM 69366X100 19,311 1,309,832 SH   SOLE   1,248,802 0 61,030
BANK RAKYAT INDONESIA SHS F COM Y0697U112 514 1,741,685 SH   SOLE   1,741,685 0 0
BARRATT DEVELOPMENTS PLC UNSP COM 068334101 3,036 397,430 SH   SOLE   294,582 0 102,848
BECTON DICKINSON & CO COM COM 075887109 445 1,999 SH   SOLE   1,397 0 602
BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 243 911 SH   SOLE   911 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,219 3 SH   SOLE   3 0 0
BIOGEN INC COM COM 09062X103 9,938 37,221 SH   SOLE   36,915 0 306
BIONTECH SE SPONSORED ADS COM 09075V102 37,751 279,887 SH   SOLE   254,827 0 25,060
BK OF AMERICA CORP COM COM 060505104 835 27,642 SH   SOLE   12,927 0 14,715
BLACKROCK INC COM COM 09247X101 290 527 SH   SOLE   210 0 317
BOOKING HOLDINGS INC COM COM 09857L108 4,351 2,648 SH   SOLE   2,613 0 35
BRISTOL-MYERS SQUIBB CO COM COM 110122108 531 7,463 SH   SOLE   2,969 0 4,494
BURBERRY GROUP PLC SPONSORED A COM 12082W204 1,759 87,147 SH   SOLE   56,255 0 30,892
BYD CO LTD UNSPONSORD ADR COM 05606L100 3,759 75,894 SH   SOLE   58,657 0 17,237
CANADIAN PAC RY LTD COM COM 13645T100 10,966 164,363 SH   SOLE   143,399 0 20,964
CARRIER GLOBAL CORPORATION COM COM 14448C104 32,861 924,090 SH   SOLE   661,396 0 262,694
CATERPILLAR INC COM COM 149123101 303 1,847 SH   SOLE   735 0 1,112
CHARLES SCHWAB CORPORATION COM COM 808513105 1,192 16,585 SH   SOLE   16,585 0 0
CHEVRON CORP NEW COM COM 166764100 833 5,800 SH   SOLE   2,300 0 3,500
CIENA CORP COM NEW COM 171779309 14,003 346,340 SH   SOLE   221,993 0 124,347
CIGNA CORP NEW COM COM 125523100 296 1,068 SH   SOLE   425 0 643
CISCO SYS INC COM COM 17275R102 674 16,861 SH   SOLE   8,144 0 8,717
CITIGROUP INC COM NEW COM 172967424 333 7,995 SH   SOLE   3,919 0 4,076
CME GROUP INC COM COM 12572Q105 5,843 32,985 SH   SOLE   32,550 0 435
COLGATE PALMOLIVE CO COM COM 194162103 17,581 250,261 SH   SOLE   96,543 0 153,718
CONOCOPHILLIPS COM COM 20825C104 784 7,663 SH   SOLE   4,982 0 2,681
CONSOLIDATED EDISON INC COM COM 209115104 14,305 166,806 SH   SOLE   104,339 0 62,467
COSTCO WHSL CORP NEW COM COM 22160K105 8,124 17,201 SH   SOLE   16,975 0 226
CREDICORP LTD COM COM G2519Y108 3,074 25,036 SH   SOLE   25,036 0 0
CRODA INTL PLC ORD F COM G25536155 525 7,300 SH   SOLE   7,300 0 0
CRODA INTL PLC UNSPONSORD ADR COM 227047305 3,125 86,867 SH   SOLE   58,582 0 28,285
CROWN CASTLE INC COM COM 22822V101 5,454 37,730 SH   SOLE   11,491 0 26,239
CSL LTD SPONSORED ADR COM 12637N204 821 8,958 SH   SOLE   6,317 0 2,641
CUMMINS INC COM COM 231021106 12,102 59,466 SH   SOLE   49,129 0 10,337
CVS HEALTH CORP COM COM 126650100 713 7,481 SH   SOLE   4,716 0 2,765
DAIKIN INDS LTD UNSPONSORED AD COM 23381B106 4,436 287,995 SH   SOLE   187,711 0 100,284
DAIKIN INDUSTRIES LTD SHS F COM J10038115 746 4,841 SH   SOLE   4,841 0 0
DANAHER CORPORATION COM COM 235851102 8,835 34,207 SH   SOLE   32,414 0 1,793
DANONE SPONSORED ADR COM 23636T100 354 37,232 SH   SOLE   9,689 0 27,543
DASSAULT SYS SPONSORED ADR COM 237545108 1,603 45,789 SH   SOLE   35,211 0 10,578
DECHRA PHARMACEUTICALS PLC SHS COM G2769C145 229 7,834 SH   SOLE   7,834 0 0
DEERE & CO COM COM 244199105 7,912 23,695 SH   SOLE   6,065 0 17,630
DEUTSCHE TELEKOM AG SPONSORED COM 251566105 7,659 446,942 SH   SOLE   297,229 0 149,713
DISNEY WALT CO COM COM 254687106 720 7,636 SH   SOLE   3,799 0 3,837
DOMINION ENERGY INC COM COM 25746U109 201 2,912 SH   SOLE   1,159 0 1,753
DR. REDDYS LABS LTD ADR COM 256135203 877 16,753 SH   SOLE   16,753 0 0
DS SMITH PLC SHS F COM G2848Q123 91 31,818 SH   SOLE   31,818 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 251 2,693 SH   SOLE   1,072 0 1,621
ECOLAB INC COM COM 278865100 17,178 118,947 SH   SOLE   117,916 0 1,031
EISAI CO LTD SPONSORED ADR COM 282579309 2,009 37,525 SH   SOLE   29,391 0 8,134
ELEVANCE HEALTH INC COM COM 036752103 381 839 SH   SOLE   334 0 505
EMERSON ELEC CO COM COM 291011104 13,882 189,589 SH   SOLE   114,125 0 75,464
ENPHASE ENERGY INC COM COM 29355A107 24,378 87,859 SH   SOLE   87,487 0 372
ESSITY AKTIEBOLAG-B F COM W3R06F100 480 24,125 SH   SOLE   24,125 0 0
EVERSOURCE ENERGY COM COM 30040W108 13,070 167,649 SH   SOLE   31,424 0 136,225
FERGUSON PLC COM G3421J106 223 2,167 SH   SOLE   2,167 0 0
FIDELITY NATL INFORMATION SVCS COM 31620M106 8,172 108,135 SH   SOLE   21,146 0 86,989
FIFTH THIRD BANCORP COM COM 316773100 14,041 439,327 SH   SOLE   94,827 0 344,500
FIRST SOLAR INC COM COM 336433107 12,072 91,269 SH   SOLE   91,269 0 0
FISERV INC COM COM 337738108 689 7,363 SH   SOLE   7,363 0 0
FORD MTR CO DEL COM COM 345370860 155 13,808 SH   SOLE   5,493 0 8,315
GENERAL MLS INC COM COM 370334104 418 5,460 SH   SOLE   4,206 0 1,254
GILEAD SCIENCES INC COM COM 375558103 32,395 525,129 SH   SOLE   295,033 0 230,096
GSK PLC SPONSORED ADR COM 37733W204 876 29,773 SH   SOLE   203 0 29,570
HALEON PLC SPON ADS COM 405552100 392 64,384 SH   SOLE   254 0 64,130
HANG LUNG PPTYS LTD SPONSORED COM 41043M104 2,339 285,120 SH   SOLE   199,218 0 85,902
HANNON ARMSTRONG SUST INFR CAP COM 41068X100 21,898 731,626 SH   SOLE   479,560 0 252,066
HASBRO INC COM COM 418056107 6,130 90,923 SH   SOLE   89,360 0 1,563
HDFC BANK LTD SPONSORED ADS COM 40415F101 34,996 599,043 SH   SOLE   566,918 0 32,125
HENKEL AG & CO KGAA SPONSORED COM 42550U109 1,698 118,920 SH   SOLE   65,902 0 53,018
HENRY SCHEIN INC COM COM 806407102 13,205 200,768 SH   SOLE   45,737 0 155,031
HOLOGIC INC COM COM 436440101 13,121 203,370 SH   SOLE   45,271 0 158,099
HOME DEPOT INC COM COM 437076102 10,430 37,799 SH   SOLE   35,269 0 2,530
HOYA CORP SPONSORED ADR COM 443251103 4,705 49,062 SH   SOLE   35,957 0 13,105
HUMANA INC COM COM 444859102 370 762 SH   SOLE   496 0 266
ILLINOIS TOOL WKS INC COM COM 452308109 314 1,737 SH   SOLE   1,144 0 593
ILLUMINA INC COM COM 452327109 6,159 32,279 SH   SOLE   31,947 0 332
INFINEON TECHNOLOGIES AG SPONS COM 45662N103 4,469 200,890 SH   SOLE   147,137 0 53,753
INFOSYS LTD SPONSORED ADR COM 456788108 3,700 218,041 SH   SOLE   218,041 0 0
ING GROEP N V SPONSORED ADR COM 456837103 5,510 648,211 SH   SOLE   373,904 0 274,307
INTEL CORP COM COM 458140100 416 16,145 SH   SOLE   7,496 0 8,649
INTERNATIONAL BUSINESS MACHS C COM 459200101 375 3,158 SH   SOLE   1,255 0 1,903
INTERNATIONAL FLAVORS&FRAGRANC COM 459506101 12,058 132,753 SH   SOLE   29,605 0 103,148
INTUIT COM COM 461202103 24,290 62,714 SH   SOLE   61,863 0 851
INTUITIVE SURGICAL INC COM NEW COM 46120E602 234 1,249 SH   SOLE   497 0 752
ITAU UNIBANCO HLDG SA SPON ADR COM 465562106 12,234 2,366,294 SH   SOLE   2,149,421 0 216,873
JOHNSON & JOHNSON COM COM 478160104 1,552 9,499 SH   SOLE   3,965 0 5,534
JPMORGAN CHASE & CO COM COM 46625H100 1,214 11,614 SH   SOLE   5,441 0 6,173
KB HOME COM COM 48666K109 15,020 579,477 SH   SOLE   579,477 0 0
KERRY GROUP PLC SPONSORED ADR COM 492460100 4,740 53,052 SH   SOLE   38,383 0 14,669
KEYCORP NEW COM COM 493267108 9,920 619,257 SH   SOLE   166,689 0 452,568
KIMCO RLTY CORP COM COM 49446R109 17,681 960,392 SH   SOLE   407,117 0 553,275
KONINKLIJKE AHOLD DELHAIZE N V COM 500467501 5,247 204,920 SH   SOLE   138,526 0 66,394
KONINKLIJKE PHILIPS N V NY REG COM 500472303 2,764 179,615 SH   SOLE   102,073 0 77,542
KURITA WATER INDUSTRIES LTD F COM J37221116 453 12,698 SH   SOLE   12,698 0 0
LAUDER ESTEE COS INC CL A COM 518439104 7,240 33,536 SH   SOLE   32,601 0 935
LILLY ELI & CO COM COM 532457108 892 2,759 SH   SOLE   1,098 0 1,661
LINDE PLC SHS COM G5494J103 470 1,743 SH   SOLE   694 0 1,049
LKQ CORP COM COM 501889208 17,703 375,453 SH   SOLE   264,671 0 110,782
LLOYDS BANKING GROUP PLC-ADR COM 539439109 3,718 2,077,171 SH   SOLE   1,360,847 0 716,324
LOCKHEED MARTIN CORP COM COM 539830109 456 1,180 SH   SOLE   683 0 497
LOWES COS INC COM COM 548661107 7,662 40,794 SH   SOLE   9,350 0 31,444
MACQUARIE GROUP LIMITED ADR NE COM 55607P204 4,097 41,715 SH   SOLE   27,458 0 14,257
MAKEMYTRIP LIMITED MAURITIUS S COM V5633W109 1,812 59,033 SH   SOLE   59,033 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 1,094 3,847 SH   SOLE   2,050 0 1,797
MCCORMICK & CO INC COM NON VTG COM 579780206 18,393 258,069 SH   SOLE   256,207 0 1,862
MEDTRONIC PLC SHS COM G5960L103 519 6,432 SH   SOLE   3,634 0 2,798
MERCK & CO INC COM COM 58933Y105 53,906 625,943 SH   SOLE   303,447 0 322,496
METLIFE INC COM COM 59156R108 16,902 278,085 SH   SOLE   59,601 0 218,484
METTLER TOLEDO INTERNATIONAL C COM 592688105 306 282 SH   SOLE   235 0 47
MICRON TECHNOLOGY INC COM COM 595112103 8,253 164,728 SH   SOLE   45,908 0 118,820
MICROSOFT CORP COM COM 594918104 36,251 155,649 SH   SOLE   138,254 0 17,395
MIRVAC GROUP STAPLED SEC COM Q62377108 505 403,914 SH   SOLE   403,914 0 0
MITSUBISHI UFJ FINL GROUP INC COM 606822104 61 13,560 SH   SOLE   13,560 0 0
MONDELEZ INTL INC CL A COM 609207105 5,995 109,345 SH   SOLE   105,125 0 4,220
MORGAN STANLEY COM NEW COM 617446448 25,306 320,285 SH   SOLE   178,382 0 141,903
NETFLIX INC COM COM 64110L106 5,857 24,875 SH   SOLE   24,558 0 317
NEXTERA ENERGY INC COM COM 65339F101 739 9,428 SH   SOLE   5,293 0 4,135
NEXTERA ENERGY PARTNERS LP COM COM 65341B106 270 3,739 SH   SOLE   3,739 0 0
NIKE INC CL B COM 654106103 367 4,419 SH   SOLE   1,758 0 2,661
NORTHERN TR CORP COM COM 665859104 3,979 46,507 SH   SOLE   60 0 46,447
NOVARTIS AG SPONSORED ADR COM 66987V109 20,826 273,988 SH   SOLE   223,240 0 50,748
NOVO-NORDISK A S ADR COM 670100205 7,341 73,685 SH   SOLE   67,211 0 6,474
NOVOZYMES A/S UNSPONSORED ADR COM 670108109 879 17,415 SH   SOLE   12,849 0 4,566
NVIDIA CORPORATION COM COM 67066G104 1,063 8,754 SH   SOLE   3,483 0 5,271
ORACLE CORP COM COM 68389X105 14,643 239,779 SH   SOLE   54,433 0 185,346
ORGANON & CO COMMON STOCK COM 68622V106 6,005 256,606 SH   SOLE   54,178 0 202,428
ORIX CORP ORD F COM J61933123 818 58,368 SH   SOLE   58,368 0 0
ORIX CORP SPONSORED ADR COM 686330101 5,240 74,149 SH   SOLE   51,993 0 22,156
ORSTED A S SHS F COM K7653Q105 427 5,339 SH   SOLE   5,339 0 0
ORSTED A/S UNSPONSORED ADR COM 68750L102 3,002 112,515 SH   SOLE   79,743 0 32,772
OVERSEA-CHINESE BKG CORP LTD U COM 690333109 5,264 319,270 SH   SOLE   210,161 0 109,109
OWENS CORNING NEW COM COM 690742101 6,415 81,600 SH   SOLE   17,791 0 63,809
P T TELEKOMUNIKASI INDONESIA S COM 715684106 306 10,599 SH   SOLE   10,599 0 0
PAGSEGURO DIGITAL LTD COM CL A COM G68707101 11,030 833,691 SH   SOLE   833,691 0 0
PAYPAL HLDGS INC COM COM 70450Y103 22,454 260,879 SH   SOLE   260,264 0 615
PEPSICO INC COM COM 713448108 1,220 7,475 SH   SOLE   4,570 0 2,905
PFIZER INC COM COM 717081103 896 20,469 SH   SOLE   8,655 0 11,814
PHILIP MORRIS INTL INC COM COM 718172109 450 5,418 SH   SOLE   2,156 0 3,262
PING AN INS GROUP CO CHINA LTD COM 72341E304 733 73,368 SH   SOLE   73,368 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 28,840 193,014 SH   SOLE   104,925 0 88,089
PRICE T ROWE GROUP INC COM COM 74144T108 2,346 22,339 SH   SOLE   14,537 0 7,802
PROCTER AND GAMBLE CO COM COM 742718109 23,470 185,903 SH   SOLE   43,048 0 142,855
PRYSMIAN SPA UNSPONSORD ADR COM 74440L106 3,461 238,564 SH   SOLE   163,205 0 75,359
QUALCOMM INC COM COM 747525103 444 3,928 SH   SOLE   1,563 0 2,365
RALPH LAUREN CORP CL A COM 751212101 3,698 43,542 SH   SOLE   42,926 0 616
RECRUIT HOLDINGS CO LTD UNSPON COM 75629J101 2,843 494,550 SH   SOLE   334,572 0 159,978
REGENERON PHARMACEUTICALS COM 75886F107 37,125 53,893 SH   SOLE   36,239 0 17,654
ROCHE HLDG LTD SPONSORED ADR COM 771195104 27,323 665,136 SH   SOLE   593,925 0 71,211
ROYAL DSM N V SPON ADR COM 780249108 620 21,570 SH   SOLE   21,570 0 0
S&P GLOBAL INC COM COM 78409V104 364 1,191 SH   SOLE   474 0 717
SALESFORCE INC COM COM 79466L302 19,625 136,436 SH   SOLE   133,914 0 2,522
SAMPO INSURANCE COMPANY LTD F COM X75653109 952 22,213 SH   SOLE   22,213 0 0
SAMPO OYJ ADR COM 79588J102 4,904 228,784 SH   SOLE   138,224 0 90,560
SAP SE SPON ADR COM 803054204 13,271 163,340 SH   SOLE   133,411 0 29,929
SCHNEIDER ELECTRIC SE UNSPONSO COM 80687P106 6,317 275,693 SH   SOLE   203,542 0 72,151
SERVICENOW INC COM COM 81762P102 267 706 SH   SOLE   281 0 425
SHIMANO INC ORD F COM J72262108 517 3,292 SH   SOLE   3,292 0 0
SHIMANO INC UNSPONSORD ADR COM 82455C101 3,154 200,746 SH   SOLE   143,335 0 57,411
SHINHAN FINANCIAL GROUP CO LTD COM 824596100 312 13,546 SH   SOLE   13,546 0 0
SHISEIDO SPONSORED ADR COM 824841407 3,015 86,306 SH   SOLE   59,861 0 26,445
SINGAPORE TELECOMMUNICATNS LTD COM 82929R304 2,491 134,379 SH   SOLE   76,416 0 57,963
SK TELECOM LTD SPONSORED ADR COM 78440P306 8,961 465,272 SH   SOLE   424,539 0 40,733
SMITH & NEPHEW PLC SPDN ADR NE COM 83175M205 234 10,093 SH   SOLE   4,419 0 5,674
SOCIEDAD QUIMICA MINERA DE CHI COM 833635105 24,491 269,872 SH   SOLE   254,309 0 15,563
SONIC HEALTHCARE LTD SPONSORED COM 83546A203 379 19,292 SH   SOLE   4,773 0 14,519
SONOVA HLDG AG UNSPONSORED ADR COM 83569C102 1,105 24,722 SH   SOLE   16,184 0 8,538
SONY CORP ADR NEW COM 835699307 2,461 38,427 SH   SOLE   26,084 0 12,343
SPIRAX SARCO ENGINEERING PLC F COM G83561129 469 4,040 SH   SOLE   4,040 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 29,505 1,063,250 SH   SOLE   683,511 0 379,739
SSE PLC SPONSORED ADR COM 78467K107 3,700 217,008 SH   SOLE   147,606 0 69,402
STEEL DYNAMICS INC COM COM 858119100 6,442 90,797 SH   SOLE   20,180 0 70,617
STRYKER CORPORATION COM COM 863667101 239 1,178 SH   SOLE   469 0 709
SWISSCOM AG SPONSORED ADR COM 871013108 514 10,916 SH   SOLE   2,702 0 8,214
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 43,980 641,480 SH   SOLE   580,515 0 60,965
TARGET CORP COM COM 87612E106 13,082 88,161 SH   SOLE   51,667 0 36,494
TDK CORP AMERN DEP SH COM 872351408 2,921 94,904 SH   SOLE   60,561 0 34,343
TDK CORP SHS F COM J82141136 383 12,435 SH   SOLE   12,435 0 0
TEXAS INSTRS INC COM COM 882508104 495 3,195 SH   SOLE   1,271 0 1,924
THERMO FISHER SCIENTIFIC INC C COM 883556102 827 1,630 SH   SOLE   805 0 825
TJX COS INC NEW COM COM 872540109 19,155 308,349 SH   SOLE   171,923 0 136,426
TOMRA SYSTEMS ASA SPON ADR NEW COM 889905204 600 33,962 SH   SOLE   33,962 0 0
TOPBUILD CORP COM COM 89055F103 16,562 100,508 SH   SOLE   100,508 0 0
TRIP COM INTL LTD SPONSORED AD COM 89677Q107 11,141 407,929 SH   SOLE   374,134 0 33,795
UMICORE GROUP SHS F COM B95505184 242 8,195 SH   SOLE   8,195 0 0
UMICORE GROUP UNSPONSORED ADR COM 90420M104 2,035 275,787 SH   SOLE   191,536 0 84,251
UNILEVER PLC SPON ADR NEW COM 904767704 25,320 577,559 SH   SOLE   467,236 0 110,323
UNION PAC CORP COM COM 907818108 567 2,909 SH   SOLE   1,594 0 1,315
UNITED PARCEL SERVICE INC CL B COM 911312106 6,575 40,704 SH   SOLE   9,494 0 31,210
UNITED RENTALS INC COM COM 911363109 15,489 57,340 SH   SOLE   12,263 0 45,077
UNITEDHEALTH GROUP INC COM COM 91324P102 1,665 3,296 SH   SOLE   1,326 0 1,970
UNUM GROUP COM COM 91529Y106 14,310 368,823 SH   SOLE   82,889 0 285,934
US BANCORP DEL COM NEW COM 902973304 13,418 332,781 SH   SOLE   72,560 0 260,221
VALEO SPONSORED ADR COM 919134304 2,010 262,587 SH   SOLE   191,614 0 70,973
VALMONT INDS INC COM COM 920253101 7,901 29,414 SH   SOLE   6,469 0 22,945
VEOLIA ENVIRONNEMENT SPONSORED COM 92334N103 787 40,744 SH   SOLE   26,388 0 14,356
VERIZON COMMUNICATIONS INC COM COM 92343V104 32,820 864,357 SH   SOLE   341,379 0 522,978
VERTEX PHARMACEUTICALS INC COM COM 92532F100 21,796 75,277 SH   SOLE   40,403 0 34,874
VESTAS WIND SYS AS UTD KINGDOM COM 925458101 2,956 475,307 SH   SOLE   369,628 0 105,679
VISA INC COM CL A COM 92826C839 14,869 83,696 SH   SOLE   79,257 0 4,439
VMWARE INC CL A COM COM 928563402 11,635 109,289 SH   SOLE   24,854 0 84,435
VOLVO AKTIEBOLAGET UNSPON ADR COM 928854108 2,498 175,383 SH   SOLE   114,517 0 60,866
WABTEC COM COM 929740108 26,416 324,725 SH   SOLE   204,892 0 119,833
WASTE MGMT INC DEL COM COM 94106L109 449 2,801 SH   SOLE   2,009 0 792
WATERS CORP COM COM 941848103 439 1,627 SH   SOLE   1,501 0 126
WEG SA ADR COM 94858P209 209 35,200 SH   SOLE   35,200 0 0
WEICHAI PWR CO LTD-H ADR COM 948597109 100 13,149 SH   SOLE   13,149 0 0
WELLS FARGO CO NEW COM COM 949746101 533 13,260 SH   SOLE   5,275 0 7,985
WESTROCK CO COM COM 96145D105 4,833 156,446 SH   SOLE   34,600 0 121,846
WEYERHAEUSER CO MTN BE COM NEW COM 962166104 21,431 750,371 SH   SOLE   578,843 0 171,528
WORLDLINE SA F COM F9867T103 369 9,256 SH   SOLE   9,256 0 0
WORLDLINE SA UNSPONSORD ADR COM 98161H101 2,372 119,041 SH   SOLE   73,139 0 45,902
XINYI SOLAR HOLDINGS LTD F COM G9829N102 298 281,708 SH   SOLE   281,708 0 0
XYLEM INC COM COM 98419M100 24,656 282,238 SH   SOLE   280,932 0 1,306
YAMAHA CORP SPONSORED ADR COM 984627109 3,562 100,301 SH   SOLE   71,324 0 28,977
ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 13,258 126,807 SH   SOLE   28,687 0 9,812