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
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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
AGCO Corp. COM 001084102 5,460 37,392 SH   SOLE NONE 37,392 0 0
ANSYS Inc. COM 03662Q105 7,343 23,117 SH   SOLE NONE 23,117 0 0
AbbVie Inc. COM 00287Y109 12,727 78,510 SH   SOLE NONE 78,510 0 0
Advanced Drainage Systems Inc. COM 00790R104 8,433 70,983 SH   SOLE NONE 70,983 0 0
Aflac Inc. COM 001055102 8,320 129,207 SH   SOLE NONE 129,207 0 0
Albemarle Corp. COM 012653101 18,329 82,880 SH   SOLE NONE 82,880 0 0
Allbirds Inc. COM 01675A109 1,158 192,738 SH   SOLE NONE 192,738 0 0
American Water Works Co. Inc. COM 030420103 8,274 49,986 SH   SOLE NONE 49,986 0 0
Amphenol Corp. COM 032095101 16,702 221,655 SH   SOLE NONE 221,655 0 0
Analog Devices Inc. COM 032654105 14,265 86,360 SH   SOLE NONE 86,360 0 0
Aptiv PLC COM G6095L109 14,784 123,501 SH   SOLE NONE 123,501 0 0
Ball Corp. COM 058498106 7,231 80,346 SH   SOLE NONE 80,346 0 0
Bristol-Myers Squibb Co. COM 110122108 6,934 94,953 SH   SOLE NONE 94,953 0 0
Brookfield Renewable Corp. COM 11284V105 5,052 115,676 SH   SOLE NONE 115,676 0 0
Brookfield Renewable Partners LP LTD PART G16258108 7,939 193,438 SH   SOLE NONE 193,438 0 0
CVS Health Corp. COM 126650100 3,338 32,976 SH   SOLE NONE 32,976 0 0
Chubb Ltd. COM H1467J104 14,744 68,928 SH   SOLE NONE 68,928 0 0
Cummins Inc. COM 231021106 12,471 60,800 SH   SOLE NONE 60,800 0 0
Danaher Corp. COM 235851102 27,984 95,401 SH   SOLE NONE 95,401 0 0
Devon Energy Corp. COM 25179M103 3,889 65,778 SH   SOLE NONE 65,778 0 0
Eaton Corp. PLC COM G29183103 4,298 28,320 SH   SOLE NONE 28,320 0 0
Ecolab Inc. COM 278865100 8,995 50,948 SH   SOLE NONE 50,948 0 0
Elanco Animal Health Inc. COM 28414H103 3,628 139,056 SH   SOLE NONE 139,056 0 0
Enphase Energy Inc. COM 29355A107 7,348 36,415 SH   SOLE NONE 36,415 0 0
Exxon Mobil Corp. COM 30231G102 6,876 83,250 SH   SOLE NONE 83,250 0 0
Fiserv Inc. COM 337738108 3,845 37,920 SH   SOLE NONE 37,920 0 0
Franklin FTSE Japan ETF ETF 35473P744 5,853 215,970 SH   SOLE NONE 215,970 0 0
Garmin Ltd. COM H2906T109 15,473 130,456 SH   SOLE NONE 130,456 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT REIT 41068X100 6,286 132,532 SH   SOLE NONE 132,532 0 0
Honeywell International Inc. COM 438516106 12,638 64,950 SH   SOLE NONE 64,950 0 0
Huntington Ingalls Industries Inc. COM 446413106 2,750 13,788 SH   SOLE NONE 13,788 0 0
Invesco Ltd. COM G491BT108 3,468 150,384 SH   SOLE NONE 150,384 0 0
JPMorgan Chase & Co. COM 46625H100 13,937 102,234 SH   SOLE NONE 102,234 0 0
Johnson & Johnson COM 478160104 6,927 39,087 SH   SOLE NONE 39,087 0 0
MSCI Inc. COM 55354G100 5,795 11,523 SH   SOLE NONE 11,523 0 0
MetLife Inc. COM 59156R108 3,669 52,206 SH   SOLE NONE 52,206 0 0
Mondelez International Inc. COM 609207105 8,020 127,746 SH   SOLE NONE 127,746 0 0
Moody's Corp. COM 615369105 17,291 51,246 SH   SOLE NONE 51,246 0 0
Northrop Grumman Corp. COM 666807102 15,209 34,008 SH   SOLE NONE 34,008 0 0
Nutrien Ltd. COM 67077M108 8,273 79,551 SH   SOLE NONE 79,551 0 0
Philip Morris International Inc. COM 718172109 10,082 107,322 SH   SOLE NONE 107,322 0 0
Plug Power Inc. COM 72919P202 1,804 63,051 SH   SOLE NONE 63,051 0 0
Stantec Inc. COM 85472N109 11,808 235,405 SH   SOLE NONE 235,405 0 0
Synchrony Financial COM 87165B103 6,724 193,152 SH   SOLE NONE 193,152 0 0
Tetra Tech Inc. COM 88162G103 22,646 137,296 SH   SOLE NONE 137,296 0 0
The TJX Cos. Inc. COM 872540109 6,249 103,161 SH   SOLE NONE 103,161 0 0
The Timken Co. COM 887389104 4,286 70,605 SH   SOLE NONE 70,605 0 0
The Williams Cos. Inc. COM 969457100 9,517 284,868 SH   SOLE NONE 284,868 0 0
Thermo Fisher Scientific Inc. COM 883556102 24,058 40,732 SH   SOLE NONE 40,732 0 0
Trex Co. Inc. COM 89531P105 10,550 161,486 SH   SOLE NONE 161,486 0 0
Trimble Inc. COM 896239100 16,360 226,784 SH   SOLE NONE 226,784 0 0
Valmont Industries Inc. COM 920253101 15,708 65,836 SH   SOLE NONE 65,836 0 0
Visa Inc. COM 92826C839 4,600 20,742 SH   SOLE NONE 20,742 0 0
Waste Management Inc. COM 94106L109 18,218 114,942 SH   SOLE NONE 114,942 0 0
Wolfspeed Inc. COM 977852102 6,634 58,261 SH   SOLE NONE 58,261 0 0
Xylem Inc. COM 98419M100 10,160 119,170 SH   SOLE NONE 119,170 0 0
iShares MSCI China ETF ETF 46429B671 767 14,499 SH   SOLE NONE 14,499 0 0
iShares MSCI Singapore ETF ETF 46434G780 3,335 160,032 SH   SOLE NONE 160,032 0 0