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 | 7,529,840 | 48,800 | SH | SOLE | 0 | 5,300 | 0 | 43,500 | |
ACUITY BRANDS INC | Common | 00508Y102 | 17,899,011 | 99,450 | SH | SOLE | 0 | 31,750 | 0 | 67,700 | |
ADVANCED DRAINAGE SYSTEMS IN | Common | 00790R104 | 35,832,461 | 1,221,700 | SH | SOLE | 0 | 911,600 | 0 | 310,100 | |
AGCO CORP | Common | 001084102 | 1,115,486 | 19,646 | SH | SOLE | 0 | 19,646 | 0 | 0 | |
AGILENT TECHNOLOGIES INC | Common | 00846U101 | 48,269,920 | 1,248,723 | SH | SOLE | 0 | 1,021,123 | 0 | 227,600 | |
AMERICAN WATER WORKS CO INC | Common | 030420103 | 72,505,817 | 1,490,910 | SH | SOLE | 0 | 1,180,584 | 0 | 310,326 | |
AQUA AMERICA INC | Common | 03836W103 | 29,375,755 | 1,199,500 | SH | SOLE | 0 | 1,199,500 | 0 | 0 | |
BADGER METER INC | Common | 056525108 | 6,658,710 | 104,900 | SH | SOLE | 0 | 104,900 | 0 | 0 | |
BEMIS COMPANY | Common | 081437105 | 1,350,300 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
BORGWARNER INC | Common | 099724106 | 27,934,059 | 489,305 | SH | SOLE | 0 | 470,702 | 0 | 18,603 | |
BUNGE LTD | Common | G16962105 | 138,293 | 1,575 | SH | SOLE | 0 | 1,575 | 0 | 0 | |
CALIFORNIA WATER SERVICE GRP | Common | 130788102 | 42,403,055 | 1,855,601 | SH | SOLE | 0 | 1,303,713 | 0 | 551,888 | |
CIA SANEAMENTO BASICO DE-ADR | ADR | 20441A102 | 29,393,153 | 5,483,581 | SH | SOLE | 0 | 3,315,301 | 0 | 2,168,280 | |
CLARCOR INC | Common | 179895107 | 31,932,046 | 513,033 | SH | SOLE | 0 | 423,769 | 0 | 89,264 | |
CLEAN HARBORS INC | Common | 184496107 | 31,377,946 | 583,847 | SH | SOLE | 0 | 304,211 | 0 | 279,636 | |
DANAHER CORP | Common | 235851102 | 59,922,823 | 699,339 | SH | SOLE | 0 | 657,239 | 0 | 42,100 | |
DARLING INTERNATIONAL INC | Common | 237266101 | 1,121,490 | 76,500 | SH | SOLE | 0 | 76,500 | 0 | 0 | |
DELPHI AUTOMOTIVE PLC | Common | G27823106 | 26,542,294 | 311,932 | SH | SOLE | 0 | 150,032 | 0 | 161,900 | |
DONALDSON CO INC | Common | 257651109 | 23,080,722 | 642,300 | SH | SOLE | 0 | 521,447 | 0 | 120,853 | |
DU PONT (E.I.) DE NEMOURS | Common | 263534109 | 115,704 | 1,810 | SH | SOLE | 0 | 1,810 | 0 | 0 | |
ECOLAB INC | Common | 278865100 | 36,181,940 | 319,379 | SH | SOLE | 0 | 319,379 | 0 | 0 | |
ENERNOC INC | Common | 292764107 | 5,438,970 | 560,855 | SH | SOLE | 0 | 302,282 | 0 | 258,573 | |
F5 NETWORKS INC | Common | 315616102 | 80,875 | 672 | SH | SOLE | 0 | 672 | 0 | 0 | |
FLOWSERVE CORP | Common | 34354P105 | 19,330,233 | 366,200 | SH | SOLE | 0 | 366,200 | 0 | 0 | |
FMC CORP | Common | 302491303 | 86,873 | 1,650 | SH | SOLE | 0 | 1,650 | 0 | 0 | |
FRANKLIN ELECTRIC CO INC | Common | 353514102 | 12,348,797 | 381,927 | SH | SOLE | 0 | 248,345 | 0 | 133,582 | |
FRESH MARKET INC/THE | Common | 35804H106 | 1,221,320 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
GENERAC HOLDINGS INC | Common | 368736104 | 13,377,600 | 336,527 | SH | SOLE | 0 | 292,745 | 0 | 43,782 | |
GILEAD SCIENCES INC | Common | 375558103 | 81,956 | 700 | SH | SOLE | 0 | 700 | 0 | 0 | |
GNC HOLDINGS INC-CL A | Common | 36191G107 | 1,665,766 | 37,451 | SH | SOLE | 0 | 37,451 | 0 | 0 | |
HD SUPPLY HOLDINGS INC | Common | 40416M105 | 27,123,780 | 771,000 | SH | SOLE | 0 | 771,000 | 0 | 0 | |
HOLLYSYS AUTOMATION TECHNOLO | Common | G45667105 | 11,761,825 | 489,249 | SH | SOLE | 0 | 426,511 | 0 | 62,738 | |
HUBBELL INC -CL B | Common | 443510201 | 12,393,404 | 114,457 | SH | SOLE | 0 | 84,677 | 0 | 29,780 | |
IDEX CORP | Common | 45167R104 | 38,459,802 | 489,435 | SH | SOLE | 0 | 398,285 | 0 | 91,150 | |
INGERSOLL-RAND CO LTD-CL A | Common | G47791101 | 19,922,610 | 295,500 | SH | SOLE | 0 | 168,100 | 0 | 127,400 | |
ITRON INC | Common | 465741106 | 42,456,929 | 1,232,719 | SH | SOLE | 0 | 799,829 | 0 | 432,890 | |
KELLOGG CO | Common | 487836108 | 125,370 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
LEVEL 3 COMMUNICATIONS INC | Common | 52729N308 | 45,349 | 861 | SH | SOLE | 0 | 861 | 0 | 0 | |
LINDSAY CORP | Common | 535555106 | 18,663,293 | 212,300 | SH | SOLE | 0 | 212,300 | 0 | 0 | |
LINEAR TECHNOLOGY CORP | Common | 535678106 | 88,460 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
LKQ CORP | Common | 501889208 | 34,095,521 | 1,127,311 | SH | SOLE | 0 | 893,054 | 0 | 234,257 | |
MCKESSON CORP | Common | 58155Q103 | 90,020 | 400 | SH | SOLE | 0 | 400 | 0 | 0 | |
MOSAIC CO/THE | Common | 61945C103 | 145,251 | 3,100 | SH | SOLE | 0 | 3,100 | 0 | 0 | |
MUELLER WATER PRODUCTS INC-A | Common | 624758108 | 33,277,790 | 3,656,900 | SH | SOLE | 0 | 3,656,900 | 0 | 0 | |
ORMAT TECHNOLOGIES INC | Common | 686688102 | 13,256,790 | 351,766 | SH | SOLE | 0 | 307,256 | 0 | 44,510 | |
PALL CORP | Common | 696429307 | 22,658,423 | 182,061 | SH | SOLE | 0 | 135,670 | 0 | 46,391 | |
PARTNERRE LTD | Common | G6852T105 | 62,965 | 490 | SH | SOLE | 0 | 490 | 0 | 0 | |
PENTAIR LTD | Common | H6169Q108 | 77,037,435 | 1,120,550 | SH | SOLE | 0 | 867,149 | 0 | 253,401 | |
PERKINELMER INC | Common | 714046109 | 47,094,902 | 894,660 | SH | SOLE | 0 | 885,360 | 0 | 9,300 | |
POOL CORP | Common | 73278L105 | 34,844,370 | 496,500 | SH | SOLE | 0 | 496,500 | 0 | 0 | |
QUANTA SERVICES INC | Common | 74762E102 | 22,122,232 | 767,600 | SH | SOLE | 0 | 372,000 | 0 | 395,600 | |
REGAL BELOIT | Common | 758750103 | 25,974,853 | 356,904 | SH | SOLE | 0 | 207,242 | 0 | 149,662 | |
REPUBLIC SERVICES INC | Common | 760759100 | 10,845,006 | 275,317 | SH | SOLE | 0 | 159,343 | 0 | 115,974 | |
REXNORD CORP | Common | 76169B102 | 22,750,365 | 951,500 | SH | SOLE | 0 | 951,500 | 0 | 0 | |
ROCK-TENN COMPANY -CL A | Common | 772739207 | 1,550,655 | 25,750 | SH | SOLE | 0 | 25,750 | 0 | 0 | |
ROCKWELL AUTOMATION INC | Common | 773903109 | 10,332,656 | 82,900 | SH | SOLE | 0 | 38,087 | 0 | 44,813 | |
ROPER INDUSTRIES INC | Common | 776696106 | 47,062,092 | 272,887 | SH | SOLE | 0 | 228,087 | 0 | 44,800 | |
SCHNITZER STEEL INDS INC-A | Common | 806882106 | 4,174,722 | 239,041 | SH | SOLE | 0 | 208,177 | 0 | 30,864 | |
SEALED AIR CORP | Common | 81211K100 | 12,796,326 | 249,052 | SH | SOLE | 0 | 143,752 | 0 | 105,300 | |
SENSATA TECHNOLOGIES HOLDING | Common | N7902X106 | 10,590,218 | 200,779 | SH | SOLE | 0 | 172,744 | 0 | 28,035 | |
SMITH (A.O.) CORP | Common | 831865209 | 34,841,993 | 484,047 | SH | SOLE | 0 | 342,979 | 0 | 141,068 | |
SONOCO PRODUCTS CO | Common | 835495102 | 1,547,231 | 36,100 | SH | SOLE | 0 | 36,100 | 0 | 0 | |
STERICYCLE INC | Common | 858912108 | 47,999,359 | 358,451 | SH | SOLE | 0 | 133,214 | 0 | 225,237 | |
SUNPOWER CORP | Common | 867652406 | 11,678,686 | 411,060 | SH | SOLE | 0 | 215,110 | 0 | 195,950 | |
T ROWE PRICE GROUP INC | Common | 74144T108 | 85,503 | 1,100 | SH | SOLE | 0 | 1,100 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC | Common | 883556102 | 15,573,914 | 119,900 | SH | SOLE | 0 | 50,000 | 0 | 69,900 | |
TORO CO | Common | 891092108 | 43,553,137 | 640,905 | SH | SOLE | 0 | 596,105 | 0 | 44,800 | |
TRIMBLE NAVIGATION LTD | Common | 896239100 | 35,877,617 | 1,529,344 | SH | SOLE | 0 | 1,310,237 | 0 | 219,107 | |
TRINA SOLAR LTD- SPON ADR | ADR | 89628E104 | 39,986,702 | 3,435,520 | SH | SOLE | 0 | 1,829,098 | 0 | 1,606,422 | |
UNITED NATURAL FOODS INC | Common | 911163103 | 14,049,644 | 220,611 | SH | SOLE | 0 | 195,900 | 0 | 24,711 | |
VMWARE INC-CLASS A | Common | 928563402 | 68,592 | 800 | SH | SOLE | 0 | 800 | 0 | 0 | |
WATTS WATER TECHNOLOGIES-A | Common | 942749102 | 34,286,723 | 661,259 | SH | SOLE | 0 | 661,259 | 0 | 0 | |
WHOLE FOODS MARKET INC | Common | 966837106 | 22,757,442 | 448,359 | SH | SOLE | 0 | 39,900 | 0 | 408,459 | |
XYLEM INC | Common | 98419M100 | 85,050,226 | 2,294,287 | SH | SOLE | 0 | 1,830,789 | 0 | 463,498 | |
CHART INDUSTRIES INC | Common | 16115Q308 | 675,675 | 18,900 | SH | SOLE | 0 | 0 | 0 | 18,900 | |
MASTEC INC | Common | 576323109 | 1,418,718 | 71,400 | SH | SOLE | 0 | 0 | 0 | 71,400 | |
POWER INTEGRATIONS INC | Common | 739276103 | 4,751,219 | 105,162 | SH | SOLE | 0 | 0 | 0 | 105,162 | |
VALMONT INDUSTRIES | Common | 920253101 | 11,042,838 | 92,650 | SH | SOLE | 0 | 0 | 0 | 92,650 |