The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
3M CO | Common | 88579Y101 | 6,746 | 40,900 | SH | SOLE | 0 | 400 | 0 | 40,500 | |
ACUITY BRANDS INC | Common | 00508Y102 | 16,724 | 99,450 | SH | SOLE | 0 | 31,750 | 0 | 67,700 | |
ADVANCED DRAINAGE SYSTEMS IN | Common | 00790R104 | 37,745 | 1,260,700 | SH | SOLE | 0 | 992,800 | 0 | 267,900 | |
AGILENT TECHNOLOGIES INC | Common | 00846U101 | 46,453 | 1,116,023 | SH | SOLE | 0 | 921,323 | 0 | 194,700 | |
AMERICAN WATER WORKS CO INC | Common | 030420103 | 69,525 | 1,282,510 | SH | SOLE | 0 | 994,584 | 0 | 287,926 | |
AQUA AMERICA INC | Common | 03836W103 | 24,735 | 938,700 | SH | SOLE | 0 | 938,700 | 0 | 0 | |
BADGER METER INC | Common | 056525108 | 19,061 | 318,002 | SH | SOLE | 0 | 163,500 | 0 | 154,502 | |
BORGWARNER INC | Common | 099724106 | 43,857 | 725,115 | SH | SOLE | 0 | 467,602 | 0 | 257,513 | |
CALIFORNIA WATER SERVICE GRP | Common | 130788102 | 49,833 | 2,033,258 | SH | SOLE | 0 | 1,444,616 | 0 | 588,642 | |
CHART INDUSTRIES INC | Common | 16115Q308 | 663 | 18,900 | SH | SOLE | 0 | 0 | 0 | 18,900 | |
CIA SANEAMENTO BASICO DE | ADR | 20441A102 | 32,776 | 5,994,535 | SH | SOLE | 0 | 3,694,955 | 0 | 2,299,580 | |
CLARCOR INC | Common | 179895107 | 30,844 | 466,933 | SH | SOLE | 0 | 380,469 | 0 | 86,464 | |
CLEAN HARBORS INC | Common | 184496107 | 31,399 | 553,047 | SH | SOLE | 0 | 305,911 | 0 | 247,136 | |
DANAHER CORP | Common | 235851102 | 50,993 | 599,939 | SH | SOLE | 0 | 557,839 | 0 | 42,100 | |
DELPHI AUTOMOTIVE PLC | Common | G27823106 | 26,715 | 335,032 | SH | SOLE | 0 | 165,932 | 0 | 169,100 | |
DONALDSON CO INC | Common | 257651109 | 24,047 | 637,700 | SH | SOLE | 0 | 522,147 | 0 | 115,553 | |
ECOLAB INC | Common | 278865100 | 30,962 | 270,179 | SH | SOLE | 0 | 270,179 | 0 | 0 | |
ENERNOC INC | Common | 292764107 | 5,255 | 461,055 | SH | SOLE | 0 | 287,082 | 0 | 173,973 | |
FLOWSERVE CORP | Common | 34354P105 | 9,008 | 159,100 | SH | SOLE | 0 | 159,100 | 0 | 0 | |
FRANKLIN ELECTRIC CO INC | Common | 353514102 | 6,679 | 175,095 | SH | SOLE | 0 | 80,465 | 0 | 94,630 | |
GENERAC HOLDINGS INC | Common | 368736104 | 16,000 | 328,627 | SH | SOLE | 0 | 287,445 | 0 | 41,182 | |
HD SUPPLY HOLDINGS INC | Common | 40416M105 | 23,955 | 768,900 | SH | SOLE | 0 | 768,900 | 0 | 0 | |
HOLLYSYS AUTOMATION TECHNOLO | Common | G45667105 | 13,057 | 657,249 | SH | SOLE | 0 | 579,811 | 0 | 77,438 | |
HUBBELL INC -CL B | Common | 443510201 | 8,798 | 80,257 | SH | SOLE | 0 | 51,377 | 0 | 28,880 | |
IDEX CORP | Common | 45167R104 | 34,407 | 453,735 | SH | SOLE | 0 | 362,585 | 0 | 91,150 | |
INGERSOLL-RAND CO LTD-CL A | Common | G47791101 | 14,263 | 209,500 | SH | SOLE | 0 | 114,600 | 0 | 94,900 | |
ITRON INC | Common | 465741106 | 44,330 | 1,214,219 | SH | SOLE | 0 | 805,329 | 0 | 408,890 | |
LINDSAY CORP | Common | 535555106 | 14,167 | 185,800 | SH | SOLE | 0 | 185,800 | 0 | 0 | |
LKQ CORP | Common | 501889208 | 29,176 | 1,141,411 | SH | SOLE | 0 | 913,154 | 0 | 228,257 | |
MASTEC INC | Common | 576323109 | 1,378 | 71,400 | SH | SOLE | 0 | 0 | 0 | 71,400 | |
MUELLER WATER PRODUCTS INC-A | Common | 624758108 | 33,098 | 3,360,218 | SH | SOLE | 0 | 3,319,328 | 0 | 40,890 | |
ORMAT TECHNOLOGIES INC | Common | 686688102 | 10,841 | 285,266 | SH | SOLE | 0 | 249,756 | 0 | 35,510 | |
PALL CORP | Common | 696429307 | 55,036 | 548,235 | SH | SOLE | 0 | 441,225 | 0 | 107,010 | |
PENTAIR LTD | Common | H6169Q108 | 69,457 | 1,104,450 | SH | SOLE | 0 | 854,649 | 0 | 249,801 | |
PERKINELMER INC | Common | 714046109 | 47,763 | 933,960 | SH | SOLE | 0 | 922,660 | 0 | 11,300 | |
POOL CORP | Common | 73278L105 | 23,524 | 337,207 | SH | SOLE | 0 | 337,207 | 0 | 0 | |
POWER INTEGRATIONS INC | Common | 739276103 | 3,633 | 69,762 | SH | SOLE | 0 | 0 | 0 | 69,762 | |
QUANTA SERVICES INC | Common | 74762E102 | 23,192 | 812,900 | SH | SOLE | 0 | 417,300 | 0 | 395,600 | |
REGAL BELOIT | Common | 758750103 | 28,666 | 357,904 | SH | SOLE | 0 | 218,442 | 0 | 139,462 | |
REPUBLIC SERVICES INC | Common | 760759100 | 6,995 | 171,517 | SH | SOLE | 0 | 83,743 | 0 | 87,774 | |
REXNORD CORP | Common | 76169B102 | 22,206 | 832,000 | SH | SOLE | 0 | 832,000 | 0 | 0 | |
ROCKWELL AUTOMATION INC | Common | 773903109 | 9,094 | 78,400 | SH | SOLE | 0 | 33,587 | 0 | 44,813 | |
ROPER INDUSTRIES INC | Common | 776696106 | 48,399 | 281,387 | SH | SOLE | 0 | 239,687 | 0 | 41,700 | |
SCHNITZER STEEL INDS INC-A | Common | 806882106 | 3,642 | 229,641 | SH | SOLE | 0 | 201,677 | 0 | 27,964 | |
SEALED AIR CORP | Common | 81211K100 | 10,777 | 236,552 | SH | SOLE | 0 | 129,552 | 0 | 107,000 | |
SENSATA TECHNOLOGIES HOLDING | Common | N7902X106 | 11,323 | 197,079 | SH | SOLE | 0 | 172,344 | 0 | 24,735 | |
SMITH (A.O.) CORP | Common | 831865209 | 32,808 | 499,647 | SH | SOLE | 0 | 357,979 | 0 | 141,668 | |
STERICYCLE INC | Common | 858912108 | 49,326 | 351,251 | SH | SOLE | 0 | 134,014 | 0 | 217,237 | |
THERMO FISHER SCIENTIFIC INC | Common | 883556102 | 12,439 | 92,500 | SH | SOLE | 0 | 29,200 | 0 | 63,300 | |
TORO CO | Common | 891092108 | 38,102 | 542,005 | SH | SOLE | 0 | 497,205 | 0 | 44,800 | |
TRIMBLE NAVIGATION LTD | Common | 896239100 | 30,654 | 1,216,444 | SH | SOLE | 0 | 1,010,437 | 0 | 206,007 | |
TRINA SOLAR LTD | ADR | 89628E104 | 40,188 | 3,324,520 | SH | SOLE | 0 | 1,847,298 | 0 | 1,477,222 | |
VALMONT INDUSTRIES | Common | 920253101 | 9,973 | 80,950 | SH | SOLE | 0 | 0 | 0 | 80,950 | |
WATTS WATER TECHNOLOGIES-A | Common | 942749102 | 57,408 | 1,043,318 | SH | SOLE | 0 | 655,759 | 0 | 387,559 | |
XYLEM INC | Common | 98419M100 | 74,601 | 2,130,187 | SH | SOLE | 0 | 1,671,189 | 0 | 458,998 |