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

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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
Acuity Brands Inc. COM 00508Y102 9,833 70,200 SH   SOLE NONE 70,200 0 0
Agnico Eagle Mines Ltd. COM 008474108 32 1,300 SH   SOLE NONE 1,300 0 0
America Movil SAB de CV 'L' ADR ADR 02364W105 4,011 180,832 SH   SOLE NONE 180,832 0 0
Anadarko Petroleum Corporation COM 032511107 124 1,500 SH   SOLE NONE 1,500 0 0
B2Gold Corporation COM 11777Q209 31 19,100 SH   SOLE NONE 19,100 0 0
Boulder Brands Inc. COM 101405108 2,037 184,200 SH   SOLE NONE 184,200 0 0
Brookfield Renewable Energy Partners LP LTD PART G16258108 2,784 90,100 SH   SOLE NONE 90,100 0 0
California Resources Corp. COM 13057Q107 3 493 SH   SOLE NONE 493 0 0
Cameco Corporation COM 13321L108 126 7,694 SH   SOLE NONE 7,694 0 0
Canadian Natural Resources Ltd. COM 136385101 331 10,700 SH   SOLE NONE 10,700 0 0
Chevron Corporation COM 166764100 123 1,100 SH   SOLE NONE 1,100 0 0
Cimarex Energy Company COM 171798101 276 2,600 SH   SOLE NONE 2,600 0 0
Continental Resources Inc. COM 212015101 130 3,400 SH   SOLE NONE 3,400 0 0
Covidien PLC COM G2554F113 4,633 45,300 SH   SOLE NONE 45,300 0 0
Credicorp Limited COM G2519Y108 8,031 50,140 SH   SOLE NONE 50,140 0 0
Crescent Point Energy Corporation COM 22576C101 83 3,600 SH   SOLE NONE 3,600 0 0
Cummins Inc. COM 231021106 5,767 40,000 SH   SOLE NONE 40,000 0 0
Delphi Automotive PLC COM G27823106 9,163 126,000 SH   SOLE NONE 126,000 0 0
Devon Energy Corporation COM 25179M103 312 5,100 SH   SOLE NONE 5,100 0 0
EMC Corporation COM 268648102 5,636 189,500 SH   SOLE NONE 189,500 0 0
EOG Resources Inc. COM 26875P101 470 5,100 SH   SOLE NONE 5,100 0 0
Eastman Chemical Co. COM 277432100 118 1,562 SH   SOLE NONE 1,562 0 0
Ecolab Inc. COM 278865100 5,717 54,700 SH   SOLE NONE 54,700 0 0
Eldorado Gold Corporation COM 284902103 55 8,992 SH   SOLE NONE 8,992 0 0
Enbridge Inc. COM 29250N105 226 4,400 SH   SOLE NONE 4,400 0 0
Encana Corp. COM 292505104 45 3,217 SH   SOLE NONE 3,217 0 0
Exxon Mobil Corporation COM 30231G102 296 3,200 SH   SOLE NONE 3,200 0 0
First Solar Inc. COM 336433107 2,194 49,200 SH   SOLE NONE 49,200 0 0
Fomento Economico Mexicano SAB de CV ADR ADR 344419106 4,634 52,636 SH   SOLE NONE 52,636 0 0
Freeport-McMoRan Inc. COM 35671D857 175 7,490 SH   SOLE NONE 7,490 0 0
Garmin Limited COM H2906T109 6,239 118,100 SH   SOLE NONE 118,100 0 0
Gildan Activewear Inc. COM 375916103 2,516 44,500 SH   SOLE NONE 44,500 0 0
Gilead Sciences Inc. COM 375558103 4,006 42,500 SH   SOLE NONE 42,500 0 0
Goldcorp Inc. COM 380956409 94 5,100 SH   SOLE NONE 5,100 0 0
Halliburton Company COM 406216101 188 4,789 SH   SOLE NONE 4,789 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT 41068X100 2,526 177,500 SH   SOLE NONE 177,500 0 0
Hess Corporation COM 42809H107 96 1,300 SH   SOLE NONE 1,300 0 0
HudBay Minerals Inc. COM 443628102 69 7,900 SH   SOLE NONE 7,900 0 0
Huntsman Corporation COM 447011107 310 13,600 SH   SOLE NONE 13,600 0 0
IDEXX Laboratories Inc. COM 45168D104 4,656 31,400 SH   SOLE NONE 31,400 0 0
Imperial Oil Limited COM 453038408 190 4,400 SH   SOLE NONE 4,400 0 0
Johnson Controls Inc. COM 478366107 3,476 71,900 SH   SOLE NONE 71,900 0 0
Kinder Morgan Inc. COM 49456B101 122 2,880 SH   SOLE NONE 2,880 0 0
LyondellBasell Industries NV 'A' COM N53745100 500 6,300 SH   SOLE NONE 6,300 0 0
Marathon Petroleum Corporation COM 56585A102 125 1,390 SH   SOLE NONE 1,390 0 0
Monsanto Company COM 61166W101 562 4,700 SH   SOLE NONE 4,700 0 0
NXP Semiconductors NV COM N6596X109 2,338 30,600 SH   SOLE NONE 30,600 0 0
Noble Energy Inc. COM 655044105 123 2,600 SH   SOLE NONE 2,600 0 0
Oasis Petroleum Inc. COM 674215108 65 3,900 SH   SOLE NONE 3,900 0 0
Occidental Petroleum Corporation COM 674599105 108 1,335 SH   SOLE NONE 1,335 0 0
Pall Corporation COM 696429307 9,504 93,900 SH   SOLE NONE 93,900 0 0
Pattern Energy Group Inc. COM 70338P100 4,498 182,400 SH   SOLE NONE 182,400 0 0
Peabody Energy Corp. COM 704549104 0 6 SH   SOLE NONE 6 0 0
Praxair Inc. COM 74005P104 4,897 37,800 SH   SOLE NONE 37,800 0 0
Quanta Services Inc. COM 74762E102 7,679 270,500 SH   SOLE NONE 270,500 0 0
Randgold Resources Limited ADR ADR 752344309 4,161 61,726 SH   SOLE NONE 61,726 0 0
Roper Industries Inc. COM 776696106 6,879 44,000 SH   SOLE NONE 44,000 0 0
Royal Dutch Shell PLC 'A' ADR ADR 780259206 94 1,400 SH   SOLE NONE 1,400 0 0
Royal Gold Inc. COM 780287108 150 2,400 SH   SOLE NONE 2,400 0 0
Schlumberger Limited COM 806857108 314 3,680 SH   SOLE NONE 3,680 0 0
Sealed Air Corporation COM 81211K100 5,126 120,800 SH   SOLE NONE 120,800 0 0
Silver Wheaton Corporation COM 828336107 53 2,600 SH   SOLE NONE 2,600 0 0
Southern Copper Corporation COM 84265V105 1,828 64,837 SH   SOLE NONE 64,837 0 0
Suncor Energy Inc. COM 867224107 508 16,000 SH   SOLE NONE 16,000 0 0
Sunedison Inc. COM 86732Y109 2,991 153,300 SH   SOLE NONE 153,300 0 0
Superior Energy Services Inc. COM 868157108 187 9,300 SH   SOLE NONE 9,300 0 0
Teck Resources Limited 'B' COM 878742204 134 9,800 SH   SOLE NONE 9,800 0 0
Tenaris SA ADR ADR 88031M109 5,087 168,380 SH   SOLE NONE 168,380 0 0
Tesla Motors Inc. COM 88160R101 1,201 5,400 SH   SOLE NONE 5,400 0 0
Teva Pharmaceutical Industries Limited ADR ADR 881624209 3,256 56,624 SH   SOLE NONE 56,624 0 0
The Hain Celestial Group Inc. COM 405217100 5,211 89,400 SH   SOLE NONE 89,400 0 0
Thermo Fisher Scientific Inc. COM 883556102 9,635 76,900 SH   SOLE NONE 76,900 0 0
Trimble Navigation Limited COM 896239100 2,150 81,000 SH   SOLE NONE 81,000 0 0
United Natural Foods Inc. COM 911163103 6,031 78,000 SH   SOLE NONE 78,000 0 0
Vale SA ADR ADR 91912E105 1,139 139,282 SH   SOLE NONE 139,282 0 0
Valero Energy Corporation COM 91913Y100 361 7,300 SH   SOLE NONE 7,300 0 0
Wabtec Corp. COM 929740108 3,945 45,400 SH   SOLE NONE 45,400 0 0
Waste Connections Inc. COM 941053100 5,754 130,800 SH   SOLE NONE 130,800 0 0
WhiteWave Foods Co. COM 966244105 5,056 144,500 SH   SOLE NONE 144,500 0 0
Whiting Petroleum Corporation COM 966387102 218 6,600 SH   SOLE NONE 6,600 0 0
Xylem Inc. COM 98419M100 6,171 162,100 SH   SOLE NONE 162,100 0 0