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 11,673 58,770 SH   SOLE   51,894 0 6,876
ABBOTT LABS COM COM 002824100 681 5,870 SH   SOLE   2,047 0 3,823
ABBVIE INC COM COM 00287Y109 657 5,833 SH   SOLE   2,037 0 3,796
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 619 2,100 SH   SOLE   731 0 1,369
ADIDAS AG ADR COM 00687A107 5,651 30,361 SH   SOLE   21,413 0 8,948
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 33,541 57,273 SH   SOLE   56,095 0 1,178
ADVANCE AUTO PARTS INC COM COM 00751Y106 6,251 30,473 SH   SOLE   30,246 0 227
ADVANCED MICRO DEVICES COM COM 007903107 377 4,013 SH   SOLE   1,401 0 2,612
AGILENT TECHNOLOGIES INC COM COM 00846U101 14,239 96,330 SH   SOLE   57,023 0 39,307
AIA GROUP LTD SPONSORED ADR COM 001317205 4,222 84,934 SH   SOLE   59,694 0 25,240
AIR LIQUIDE ADR COM 009126202 5,961 170,209 SH   SOLE   86,037 0 84,172
AIR PRODS & CHEMS INC COM COM 009158106 239 831 SH   SOLE   357 0 474
ALBEMARLE CORP COM COM 012653101 6,968 41,362 SH   SOLE   6,710 0 34,652
ALCON INC ORD SHS COM H01301128 8,124 115,629 SH   SOLE   105,798 0 9,831
ALEXANDRIA REAL ESTATE EQ INC COM 015271109 4,802 26,394 SH   SOLE   4,210 0 22,184
ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 58,915 259,791 SH   SOLE   234,926 0 24,865
ALPHABET INC CAP STK CL A COM 02079K305 3,216 1,317 SH   SOLE   1,317 0 0
ALPHABET INC CAP STK CL C COM 02079K107 27,805 11,094 SH   SOLE   11,008 0 86
ALTRIA GROUP INC COM COM 02209S103 291 6,113 SH   SOLE   2,135 0 3,978
AMERICAN EXPRESS CO COM COM 025816109 10,344 62,604 SH   SOLE   8,644 0 53,960
AMERICAN WTR WKS CO INC NEW CO COM 030420103 25,460 165,186 SH   SOLE   164,540 0 646
AMERIPRISE FINL INC COM COM 03076C106 23,072 92,702 SH   SOLE   33,686 0 59,016
AMGEN INC COM COM 031162100 12,599 51,690 SH   SOLE   7,188 0 44,502
ANALOG DEVICES INC COM COM 032654105 5,540 32,181 SH   SOLE   31,158 0 1,023
ANTHEM INC COM COM 036752103 309 809 SH   SOLE   281 0 528
AON PLC SHS CL A COM G0403H108 5,297 22,185 SH   SOLE   22,023 0 162
APPLE INC COM COM 037833100 39,560 288,841 SH   SOLE   253,754 0 35,087
APPLIED MATLS INC COM COM 038222105 39,785 279,389 SH   SOLE   206,769 0 72,620
APTARGROUP INC COM COM 038336103 5,320 37,770 SH   SOLE   37,512 0 258
APTIV PLC SHS COM G6095L109 7,840 49,831 SH   SOLE   9,357 0 40,474
ASML HOLDING N V N Y REGISTRY COM N07059210 261 378 SH   SOLE   378 0 0
ASSA ABLOY AB ADR COM 045387107 3,739 248,099 SH   SOLE   163,040 0 85,059
AT&T INC COM COM 00206R102 9,248 321,322 SH   SOLE   51,088 0 270,234
ATLAS COPCO AB SHS B F COM W1R924195 857 16,292 SH   SOLE   16,292 0 0
ATLAS COPCO AB SP ADR B NEW COM 049255805 1,820 34,595 SH   SOLE   17,691 0 16,904
AUTODESK INC COM COM 052769106 212 727 SH   SOLE   256 0 471
AUTOMATIC DATA PROCESSING INC COM 053015103 279 1,406 SH   SOLE   489 0 917
AXA SA SPONSORED ADR COM 054536107 12,896 508,521 SH   SOLE   253,828 0 254,693
BANCOLOMBIA S A SPON ADR PREF COM 05968L102 1,247 43,300 SH   SOLE   43,300 0 0
BANK AMER CORP COM COM 060505104 1,027 24,903 SH   SOLE   8,690 0 16,213
BANK RAKYAT INDONESIA SHS F COM Y0697U112 914 3,363,425 SH   SOLE   3,363,425 0 0
BARRATT DEVELOPMENTS PLC UNSP COM 068334101 4,617 240,365 SH   SOLE   174,509 0 65,856
BECTON DICKINSON & CO COM COM 075887109 234 964 SH   SOLE   337 0 627
BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 954 3,431 SH   SOLE   3,431 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,256 3 SH   SOLE   3 0 0
BIOGEN INC COM COM 09062X103 34,726 100,287 SH   SOLE   72,604 0 27,683
BLACKROCK INC COM COM 09247X101 408 466 SH   SOLE   162 0 304
BOOKING HOLDINGS INC COM COM 09857L108 6,076 2,777 SH   SOLE   2,757 0 20
BOSTON SCIENTIFIC CORP COM COM 101137107 201 4,692 SH   SOLE   1,637 0 3,055
BRISTOL MYERS SQUIBB CO COM COM 110122108 493 7,377 SH   SOLE   2,574 0 4,803
BYD CO LTD UNSPONSORD ADR COM 05606L100 2,132 35,656 SH   SOLE   27,131 0 8,525
CANADIAN PAC RY LTD COM COM 13645T100 8,704 113,176 SH   SOLE   113,176 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104 49,329 1,014,999 SH   SOLE   805,037 0 209,962
CATERPILLAR INC DEL COM COM 149123101 394 1,812 SH   SOLE   632 0 1,180
CERNER CORP COM COM 156782104 38,434 491,729 SH   SOLE   361,909 0 129,820
CIENA CORP COM NEW COM 171779309 40,968 720,122 SH   SOLE   481,433 0 238,689
CIGNA CORPORATION COM COM 125523100 268 1,132 SH   SOLE   393 0 739
CISCO SYS INC COM COM 17275R102 864 16,304 SH   SOLE   7,242 0 9,062
CITIGROUP INC COM NEW COM 172967424 33,616 475,133 SH   SOLE   236,704 0 238,429
CME GROUP INC COM COM 12572Q105 5,024 23,620 SH   SOLE   23,456 0 164
COLGATE PALMOLIVE CO COM COM 194162103 19,152 235,422 SH   SOLE   86,328 0 149,094
COMPANHIA BRASILEIRA DE DISTRB COM 20440T300 113 14,500 SH   SOLE   14,500 0 0
CONOCOPHILLIPS COM COM 20825C104 403 6,616 SH   SOLE   3,712 0 2,904
CREDICORP LTD COM COM G2519Y108 3,154 26,041 SH   SOLE   26,041 0 0
CRODA INTL PLC ORD F COM G25536155 1,039 10,212 SH   SOLE   10,212 0 0
CRODA INTL PLC UNSPONSORD ADR COM 227047305 2,502 49,164 SH   SOLE   27,757 0 21,407
CROWN CASTLE INTL CORP NEW COM COM 22822V101 6,118 31,360 SH   SOLE   6,570 0 24,790
CSL LTD SPONSORED ADR COM 12637N204 528 4,936 SH   SOLE   2,365 0 2,571
CSX CORP COM COM 126408103 241 7,515 SH   SOLE   2,625 0 4,890
CUMMINS INC COM COM 231021106 30,252 124,082 SH   SOLE   111,856 0 12,226
CVS HEALTH CORP COM COM 126650100 527 6,315 SH   SOLE   3,486 0 2,829
DAIKIN INDS LTD UNSPONSORED AD COM 23381B106 2,559 137,299 SH   SOLE   76,912 0 60,387
DAIKIN INDUSTRIES LTD SHS F COM J10038115 1,154 6,188 SH   SOLE   6,188 0 0
DANAHER CORPORATION COM COM 235851102 7,292 27,174 SH   SOLE   26,991 0 183
DANONE SPONSORED ADR COM 23636T100 753 53,461 SH   SOLE   19,242 0 34,219
DASSAULT SYS SPONSORED ADR COM 237545108 3,690 15,217 SH   SOLE   11,146 0 4,071
DECHRA PHARMACEUTICALS PLC SHS COM G2769C145 841 13,937 SH   SOLE   13,937 0 0
DEERE & CO COM COM 244199105 10,237 29,025 SH   SOLE   4,635 0 24,390
DEUTSCHE TELEKOM AG SPONSORED COM 251566105 4,285 202,880 SH   SOLE   137,324 0 65,556
DISNEY WALT CO COM DISNEY COM 254687106 18,321 104,235 SH   SOLE   51,791 0 52,444
DR REDDYS LABS LTD ADR COM 256135203 693 9,428 SH   SOLE   9,428 0 0
DS SMITH PLC SHS F COM G2848Q123 1,090 188,805 SH   SOLE   188,805 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 251 2,539 SH   SOLE   886 0 1,653
ECOLAB INC COM COM 278865100 20,429 99,186 SH   SOLE   98,492 0 694
EDWARDS LIFESCIENCES COM COM 28176E108 213 2,056 SH   SOLE   717 0 1,339
ELI LILLY & CO COM COM 532457108 604 2,632 SH   SOLE   918 0 1,714
EMERSON ELEC CO COM COM 291011104 20,904 217,205 SH   SOLE   108,743 0 108,462
EQUINIX INC COM NEW COM 29444U700 241 300 SH   SOLE   105 0 195
ESSITY AKTIEBOLAG-B F COM W3R06F100 1,478 44,537 SH   SOLE   44,537 0 0
EVERSOURCE ENERGY COM COM 30040W108 8,700 108,427 SH   SOLE   8,290 0 100,137
FANUC CORPORATION ADR COM 307305102 551 22,820 SH   SOLE   10,348 0 12,472
FEDEX CORP COM COM 31428X106 240 805 SH   SOLE   280 0 525
FERGUSON PLC COM G3421J106 3,957 28,359 SH   SOLE   20,094 0 8,265
FIDELITY NATL INFORMATION SVCS COM 31620M106 13,770 97,196 SH   SOLE   12,696 0 84,500
FIFTH THIRD BANCORP COM COM 316773100 15,991 418,276 SH   SOLE   56,997 0 361,279
FIRST SOLAR INC COM COM 336433107 40,717 449,860 SH   SOLE   331,634 0 118,226
FISERV INC COM COM 337738108 839 7,850 SH   SOLE   7,850 0 0
FORD MTR CO DEL COM COM 345370860 192 12,948 SH   SOLE   4,517 0 8,431
GENERAL MTRS CORP COM COM 37045V100 249 4,216 SH   SOLE   1,472 0 2,744
GILEAD SCIENCES INC COM COM 375558103 20,868 303,053 SH   SOLE   300,358 0 2,695
GLAXOSMITHKLINE PLC SPONSORED COM 37733W105 30,638 769,419 SH   SOLE   620,638 0 148,781
GRIFOLS S A SP ADR PFD COM 398438408 15,602 899,241 SH   SOLE   852,173 0 47,068
HANG LUNG PPTYS LTD SPONSORED COM 41043M104 3,754 309,113 SH   SOLE   211,443 0 97,670
HANNON ARMSTRONG SUST INFR CAP COM 41068X100 52,792 940,191 SH   SOLE   728,855 0 211,336
HDFC BANK LTD SPONSORED ADR COM 40415F101 57,891 791,727 SH   SOLE   729,722 0 62,005
HENKEL AG & CO KGAA SPONSORED COM 42550U109 2,393 103,938 SH   SOLE   53,960 0 49,978
HENRY SCHEIN INC COM COM 806407102 7,898 106,460 SH   SOLE   2,340 0 104,120
HOME DEPOT INC COM COM 437076102 11,104 34,821 SH   SOLE   34,613 0 208
HOYA CORP SPONSORED ADR COM 443251103 5,147 38,783 SH   SOLE   27,369 0 11,414
ILLINOIS TOOL WKS INC COM COM 452308109 229 1,024 SH   SOLE   407 0 617
ILLUMINA INC COM COM 452327109 18,666 39,446 SH   SOLE   39,134 0 312
INFINEON TECHNOLOGIES AG SPONS COM 45662N103 4,408 109,893 SH   SOLE   81,038 0 28,855
INFOSYS LTD SPONSORED ADR COM 456788108 3,763 177,563 SH   SOLE   177,563 0 0
ING GROEP N V SPONSORED ADR COM 456837103 9,546 721,000 SH   SOLE   400,534 0 320,466
INTEL CORP COM COM 458140100 850 15,136 SH   SOLE   6,453 0 8,683
INTERNATIONAL BUSINESS MACHS C COM 459200101 433 2,954 SH   SOLE   1,032 0 1,922
INTUIT COM COM 461202103 34,123 69,615 SH   SOLE   68,842 0 773
INTUITIVE SURGICAL INC COM NEW COM 46120E602 360 392 SH   SOLE   138 0 254
IRON MTN INC NEW COM COM 46284V101 11,641 275,074 SH   SOLE   42,886 0 232,188
ITAU UNIBANCO HLDG SA SPON ADR COM 465562106 12,629 2,101,293 SH   SOLE   2,101,293 0 0
JOHNSON & JOHNSON COM COM 478160104 1,483 9,005 SH   SOLE   3,341 0 5,664
JPMORGAN CHASE & CO COM COM 46625H100 1,894 12,178 SH   SOLE   5,668 0 6,510
KAO CORP UNSPONSORD ADS COM 485537401 2,392 194,177 SH   SOLE   127,165 0 67,012
KASIKORNBANK PUB CO LTD UNSPON COM 485785109 166 11,257 SH   SOLE   11,257 0 0
KB HOME COM COM 48666K109 31,711 778,766 SH   SOLE   588,500 0 190,266
KERRY GROUP PLC SPONSORED ADR COM 492460100 5,085 36,402 SH   SOLE   25,795 0 10,607
KEYENCE CORP ORD F COM J32491102 303 600 SH   SOLE   600 0 0
KIMBERLY-CLARK CORP COM COM 494368103 10,463 78,213 SH   SOLE   12,307 0 65,906
KIMCO RLTY CORP COM COM 49446R109 5,552 266,306 SH   SOLE   264,259 0 2,047
KION GROUP AG ADR COM 497216101 3,025 113,530 SH   SOLE   77,952 0 35,578
KONINKLIJKE PHILIPS N V NY REG COM 500472303 8,191 164,814 SH   SOLE   87,702 0 77,112
KROGER CO COM COM 501044101 11,800 308,010 SH   SOLE   32,260 0 275,750
LAUDER ESTEE COS INC CL A COM 518439104 6,160 19,365 SH   SOLE   18,728 0 637
LEVI STRAUSS & CO NEW CL A COM COM 52736R102 809 29,179 SH   SOLE   29,179 0 0
LINDE PLC SHS COM G5494J103 497 1,719 SH   SOLE   600 0 1,119
LOCKHEED MARTIN COM 539830109 306 808 SH   SOLE   282 0 526
LOWES COS INC COM COM 548661107 13,094 67,504 SH   SOLE   10,504 0 57,000
MACQUARIE GROUP LIMITED ADR NE COM 55607P204 4,359 37,113 SH   SOLE   25,297 0 11,816
MAGNA INTL INC COM COM 559222401 15,796 170,507 SH   SOLE   79,527 0 90,980
MAKEMYTRIP LIMITED MAURITIUS S COM V5633W109 1,450 48,259 SH   SOLE   48,259 0 0
MASTERCARD INC CL A COM 57636Q104 1,371 3,754 SH   SOLE   1,872 0 1,882
MCCORMICK & CO INC COM NON VTG COM 579780206 3,843 43,511 SH   SOLE   42,645 0 866
MCDONALDS CORP COM COM 580135101 569 2,463 SH   SOLE   858 0 1,605
MEDTRONIC PLC SHS COM G5960L103 552 4,448 SH   SOLE   1,553 0 2,895
MERCK & CO INC COM COM 58933Y105 27,314 351,211 SH   SOLE   149,553 0 201,658
METTLER TOLEDO INTERNATIONAL C COM 592688105 407 294 SH   SOLE   245 0 49
MICRON TECHNOLOGY INC COM COM 595112103 23,315 274,356 SH   SOLE   127,861 0 146,495
MICROSOFT CORP COM COM 594918104 46,601 172,023 SH   SOLE   154,782 0 17,241
MIRVAC GROUP STAPLED SEC COM Q62377108 705 321,755 SH   SOLE   321,755 0 0
MITSUBISHI UFJ FINL GROUP INC COM 606822104 77 14,149 SH   SOLE   14,149 0 0
MOHAWK INDS INC COM COM 608190104 31,956 166,273 SH   SOLE   134,866 0 31,407
MONDELEZ INTL INC CL A COM 609207105 7,113 113,923 SH   SOLE   110,135 0 3,788
MONDI PLC ADR COM 60921V101 2,379 45,299 SH   SOLE   26,585 0 18,714
MORGAN STANLEY COM NEW COM 617446448 38,037 414,840 SH   SOLE   203,401 0 211,439
NASPERS LIMITED ORD F COM S53435103 996 4,745 SH   SOLE   4,745 0 0
NASPERS LTD SPONSORED ADR COM 631512209 2,073 49,363 SH   SOLE   28,595 0 20,768
NETFLIX INC COM COM 64110L106 8,003 15,152 SH   SOLE   15,035 0 117
NEW ORIENTAL ED & TECH GRP INC COM 647581107 1,911 233,335 SH   SOLE   233,335 0 0
NEW YORK TIMES CO CL A COM 650111107 3,979 91,364 SH   SOLE   90,675 0 689
NEXTERA ENERGY INC COM COM 65339F101 475 6,479 SH   SOLE   2,261 0 4,218
NEXTERA ENERGY PARTNERS LP COM COM 65341B106 7,254 95,001 SH   SOLE   34,701 0 60,300
NIKE INC CL B COM 654106103 651 4,212 SH   SOLE   1,471 0 2,741
NOAH HLDGS LTD SPON ADS CL A COM 65487X102 2,455 52,006 SH   SOLE   52,006 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 219 825 SH   SOLE   288 0 537
NORTHERN TR CORP COM COM 665859104 6,013 52,004 SH   SOLE   584 0 51,420
NOVARTIS A G SPONSORED ADR COM 66987V109 15,146 166,004 SH   SOLE   129,844 0 36,160
NOVO-NORDISK A S ADR COM 670100205 9,218 110,041 SH   SOLE   100,981 0 9,060
NOVOZYMES A/S UNSPONSORED ADR COM 670108109 691 9,167 SH   SOLE   3,623 0 5,544
NVIDIA CORPORATION COM COM 67066G104 1,646 2,057 SH   SOLE   717 0 1,340
ORACLE CORP COM COM 68389X105 14,421 185,269 SH   SOLE   26,131 0 159,138
ORGANON & CO COMMON STOCK COM 68622V106 6,619 218,754 SH   SOLE   38,709 0 180,045
ORIX CORP ORD F COM J61933123 1,748 103,505 SH   SOLE   103,505 0 0
ORIX CORP SPONSORED ADR COM 686330101 4,297 50,760 SH   SOLE   29,600 0 21,160
ORSTED A S SHS F COM K7653Q105 892 6,359 SH   SOLE   6,359 0 0
ORSTED A/S UNSPONSORED ADR COM 68750L102 2,633 56,279 SH   SOLE   33,341 0 22,938
OVERSEA-CHINESE BKG CORP LTD U COM 690333109 3,728 209,661 SH   SOLE   137,297 0 72,364
PAGSEGURO DIGITAL LTD COM CL A COM G68707101 21,576 385,828 SH   SOLE   385,828 0 0
PEPSICO INC COM COM 713448108 884 5,964 SH   SOLE   2,994 0 2,970
PFIZER INC COM COM 717081103 757 19,339 SH   SOLE   7,302 0 12,037
PHILIP MORRIS INTL COM 718172109 510 5,147 SH   SOLE   1,798 0 3,349
PING AN INS GROUP CO CHINA LTD COM 72341E304 531 27,125 SH   SOLE   27,125 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 30,692 160,891 SH   SOLE   65,619 0 95,272
PRICE T ROWE GROUP INC COM COM 74144T108 11,396 57,562 SH   SOLE   47,682 0 9,880
PROCTER AND GAMBLE CO COM COM 742718109 11,647 86,317 SH   SOLE   17,973 0 68,344
PROLOGIS INC COM COM 74340W103 402 3,367 SH   SOLE   1,774 0 1,593
PRYSMIAN SPA UNSPONSORD ADR COM 74440L106 3,920 218,674 SH   SOLE   151,432 0 67,242
PT BK RAKYAT ADR SHS B COM 69366X100 23,353 1,718,859 SH   SOLE   1,647,442 0 71,417
PVH CORPORATION COM COM 693656100 4,620 42,938 SH   SOLE   42,462 0 476
QUALCOMM INC COM COM 747525103 532 3,724 SH   SOLE   1,300 0 2,424
RECKITT BENCKISER GRP PLC SPON COM 756255204 1,030 58,261 SH   SOLE   42,175 0 16,086
RECRUIT HOLDINGS CO LTD UNSPON COM 75629J101 3,969 402,646 SH   SOLE   281,339 0 121,307
REGENERON PHARMACEUTICALS COM 75886F107 23,219 41,571 SH   SOLE   16,912 0 24,659
ROCHE HLDG LTD SPONSORED ADR COM 771195104 18,797 398,799 SH   SOLE   354,045 0 44,754
S&P GLOBAL INC COM COM 78409V104 327 796 SH   SOLE   277 0 519
SALESFORCE COM INC COM COM 79466L302 8,300 33,978 SH   SOLE   31,743 0 2,235
SAMPO INSURANCE COMPANY LTD F COM X75653109 1,633 35,519 SH   SOLE   35,519 0 0
SAMPO OYJ ADR COM 79588J102 4,124 179,460 SH   SOLE   95,559 0 83,901
SAP SE SPON ADR COM 803054204 16,752 119,268 SH   SOLE   94,105 0 25,163
SCHNEIDER ELECTRIC SE UNSPONSO COM 80687P106 5,858 186,142 SH   SOLE   133,072 0 53,070
Sendas Distribuidora S.A. COM 81689T104 248 14,500 SH   SOLE   14,500 0 0
SHERWIN WILLIAMS CO COM COM 824348106 216 794 SH   SOLE   278 0 516
SHIMANO INC ORD F COM J72262108 1,211 5,102 SH   SOLE   5,102 0 0
SHIMANO INC UNSPONSORD ADR COM 82455C101 2,682 112,984 SH   SOLE   62,651 0 50,333
SHINHAN FINANCIAL GROUP CO LTD COM 824596100 971 27,086 SH   SOLE   27,086 0 0
SHISEIDO SPONSORED ADR COM 824841407 4,016 54,550 SH   SOLE   38,896 0 15,654
SINGAPORE TELECOMMUNICATNS LTD COM 82929R304 1,575 92,449 SH   SOLE   46,303 0 46,146
SK TELECOM LTD SPONSORED ADR COM 78440P108 28,261 899,749 SH   SOLE   835,781 0 63,968
SMITH & NEPHEW PLC SPDN ADR NE COM 83175M205 1,064 24,490 SH   SOLE   15,387 0 9,103
SOCIEDAD QUIMICA MINERA DE CHI COM 833635105 598 12,637 SH   SOLE   12,637 0 0
SONIC HEALTHCARE LTD SPONSORED COM 83546A203 616 21,374 SH   SOLE   7,270 0 14,104
SONOVA HLDG AG UNSPONSORED ADR COM 83569C102 1,045 13,878 SH   SOLE   5,762 0 8,116
SPIRAX SARCO ENGINEERING PLC F COM G83561129 848 4,506 SH   SOLE   4,506 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 32,437 1,305,295 SH   SOLE   1,023,905 0 281,390
STEEL DYNAMICS INC COM COM 858119100 12,760 214,091 SH   SOLE   32,111 0 181,980
STRYKER CORPORATION COM COM 863667101 281 1,081 SH   SOLE   378 0 703
SUNDRUG CO LTD F COM J78089109 514 16,162 SH   SOLE   16,162 0 0
SWISSCOM AG SPONSORED ADR COM 871013108 547 9,571 SH   SOLE   3,475 0 6,096
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 65,740 547,100 SH   SOLE   501,126 0 45,974
TARGET CORP COM COM 87612E106 26,779 110,775 SH   SOLE   47,262 0 63,513
TDK CORP AMERN DEP SH COM 872351408 2,948 24,255 SH   SOLE   14,679 0 9,576
TDK CORP SHS F COM J82141136 891 7,334 SH   SOLE   7,334 0 0
TEXAS INSTRS INC COM COM 882508104 587 3,050 SH   SOLE   1,063 0 1,987
THE CHARLES SCHWAB CORPORATION COM 808513105 1,208 16,585 SH   SOLE   16,585 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 787 1,561 SH   SOLE   715 0 846
TJX COS INC NEW COM COM 872540109 19,753 292,978 SH   SOLE   140,310 0 152,668
TOPBUILD CORP COM COM 89055F103 35,414 179,059 SH   SOLE   149,936 0 29,123
TRIP COM INTL LTD SPONSORED AD COM 89677Q107 7,805 220,118 SH   SOLE   220,118 0 0
UMICORE GROUP SHS F COM B95505184 1,364 22,338 SH   SOLE   22,338 0 0
UMICORE GROUP UNSPONSORED ADR COM 90420M104 3,309 216,739 SH   SOLE   132,458 0 84,281
UNILEVER PLC-SPONSORED ADR COM 904767704 25,612 437,817 SH   SOLE   338,179 0 99,638
UNION PACIFIC CORP COM COM 907818108 483 2,195 SH   SOLE   767 0 1,428
UNITED PARCEL SERVICE INC CL B COM 911312106 17,271 83,045 SH   SOLE   10,150 0 72,895
UNITEDHEALTH GROUP INC COM COM 91324P102 1,258 3,142 SH   SOLE   1,113 0 2,029
UNUM GROUP COM COM 91529Y106 10,028 353,102 SH   SOLE   33,634 0 319,468
US BANCORP DEL COM NEW COM 902973304 15,063 264,405 SH   SOLE   36,293 0 228,112
VALEO SPONSORED ADR COM 919134304 4,224 280,770 SH   SOLE   208,798 0 71,972
VALMONT INDS INC COM COM 920253101 9,346 39,594 SH   SOLE   5,002 0 34,592
VEOLIA ENVIRONNEMENT SPONSORED COM 92334N103 713 23,601 SH   SOLE   8,035 0 15,566
VERIZON COMMUNICATIONS INC COM COM 92343V104 26,803 478,373 SH   SOLE   244,868 0 233,505
VERTEX PHARMACEUTICALS INC COM COM 92532F100 6,394 31,714 SH   SOLE   31,486 0 228
VESTAS WIND SYS AS UTD KINGDOM COM 925458101 5,414 416,004 SH   SOLE   324,078 0 91,926
VISA INC COM CL A COM 92826C839 20,116 86,031 SH   SOLE   81,821 0 4,210
VMWARE INC CL A COM COM 928563402 23,460 146,650 SH   SOLE   146,487 0 163
VOLVO AKTIEBOLAGET UNSPON ADR COM 928854108 2,852 118,445 SH   SOLE   77,793 0 40,652
VONOVIA SE F COM D9581T100 668 10,327 SH   SOLE   10,327 0 0
WABTEC COM COM 929740108 40,604 493,371 SH   SOLE   358,574 0 134,797
WATERS CORP COM COM 941848103 19,185 55,511 SH   SOLE   55,413 0 98
WEICHAI PWR CO LTD-H ADR COM 948597109 265 14,899 SH   SOLE   14,899 0 0
WELLS FARGO CO NEW COM COM 949746101 618 13,655 SH   SOLE   4,765 0 8,890
WEYERHAEUSER CO MTN BE COM NEW COM 962166104 9,163 266,209 SH   SOLE   53,630 0 212,579
WORLDLINE SA F COM F9867T103 717 7,662 SH   SOLE   7,662 0 0
WORLDLINE SA UNSPONSORD ADR COM 98161H101 737 15,499 SH   SOLE   6,429 0 9,070
XINYI SOLAR HOLDINGS LTD F COM G9829N102 907 420,090 SH   SOLE   420,090 0 0
XYLEM INC COM COM 98419M100 33,648 280,492 SH   SOLE   207,414 0 73,078
YAMAHA CORP SPONSORED ADR COM 984627109 3,739 68,820 SH   SOLE   50,507 0 18,313
YANDEX N V SHS CLASS A ADR COM N97284108 11,987 169,434 SH   SOLE   169,434 0 0