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 (UN*) | Common | 88579Y101 | 11,956 | 67,845 | SH | SOLE | 0 | 5,695 | 0 | 0 | |
ACUITY BRANDS INC (UN*) | Common | 00508Y102 | 19,654 | 74,280 | SH | SOLE | 0 | 16,800 | 0 | 0 | |
ADVANCED DRAINAGE SYSTEMS INC | Common | 00790R104 | 42,777 | 1,777,962 | SH | SOLE | 0 | 1,305,871 | 0 | 0 | |
AGCO CORP (UN*) | Common | 001084102 | 4,265 | 86,480 | SH | SOLE | 0 | 86,480 | 0 | 0 | |
AGILENT TECHNOLOGIES INC (UN*) | Common | 00846U101 | 76,836 | 1,628,543 | SH | SOLE | 0 | 1,274,627 | 0 | 0 | |
AMERICAN WATER WORKS CO INC (U | Common | 030420103 | 83,312 | 1,113,200 | SH | SOLE | 0 | 828,048 | 0 | 0 | |
AQUA AMERICA INC (UN*) | Common | 03836W103 | 28,041 | 919,992 | SH | SOLE | 0 | 919,992 | 0 | 0 | |
BADGER METER INC (UA*) | Common | 056525108 | 10,381 | 309,862 | SH | SOLE | 0 | 187,126 | 0 | 0 | |
BEMIS COMPANY (UN*) | Common | 081437105 | 3,571 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
BORGWARNER INC (UN*) | Common | 099724106 | 39,990 | 1,136,737 | SH | SOLE | 0 | 596,385 | 0 | 0 | |
CALIFORNIA WATER SERVICE GRP ( | Common | 130788102 | 56,879 | 1,772,542 | SH | SOLE | 0 | 1,033,027 | 0 | 0 | |
CAMPBELL SOUP CO (UN*) | Common | 134429109 | 4,485 | 82,000 | SH | SOLE | 0 | 82,000 | 0 | 0 | |
CIA SANEAMENTO BASICO DE-ADR ( | ADR | 20441A102 | 26,988 | 2,914,437 | SH | SOLE | 0 | 1,168,154 | 0 | 0 | |
CLARCOR INC (UN*) | Common | 179895107 | 15,217 | 234,123 | SH | SOLE | 0 | 131,903 | 0 | 0 | |
CLEAN HARBORS INC (UN*) | Common | 184496107 | 30,437 | 634,460 | SH | SOLE | 0 | 380,816 | 0 | 0 | |
DANAHER CORP (UN*) | Common | 235851102 | 87,603 | 1,116,140 | SH | SOLE | 0 | 898,245 | 0 | 0 | |
DARLING INGREDIENTS INC (UN*) | Common | 237266101 | 6,549 | 484,750 | SH | SOLE | 0 | 484,750 | 0 | 0 | |
DELPHI AUTOMOTIVE PLC (UN*) | Common | G27823106 | 31,139 | 436,606 | SH | SOLE | 0 | 204,057 | 0 | 0 | |
DONALDSON CO INC (UN*) | Common | 257651109 | 25,264 | 676,761 | SH | SOLE | 0 | 404,541 | 0 | 0 | |
ECOLAB INC (UN*) | Common | 278865100 | 85,519 | 701,184 | SH | SOLE | 0 | 579,720 | 0 | 0 | |
FLOWSERVE CORP (UN*) | Common | 34354P105 | 19,608 | 405,300 | SH | SOLE | 0 | 405,300 | 0 | 0 | |
FORTIVE CORP (UN*) | Common | 34959J108 | 10,555 | 207,374 | SH | SOLE | 0 | 140,977 | 0 | 0 | |
FRANKLIN ELECTRIC CO INC (UW*) | Common | 353514102 | 47,989 | 1,178,909 | SH | SOLE | 0 | 928,781 | 0 | 0 | |
GENERAC HOLDINGS INC (UN*) | Common | 368736104 | 18,084 | 498,193 | SH | SOLE | 0 | 295,547 | 0 | 0 | |
GNC HOLDINGS INC-CL A (US*) | Common | 36191G107 | 5,889 | 288,401 | SH | SOLE | 0 | 288,401 | 0 | 0 | |
HD SUPPLY HOLDINGS INC (US*) | Common | 40416M105 | 45,454 | 1,421,326 | SH | SOLE | 0 | 1,421,326 | 0 | 0 | |
HOLLYSYS AUTOMATION TECHNOLO ( | Common | G45667105 | 26,653 | 1,202,029 | SH | SOLE | 0 | 763,887 | 0 | 0 | |
HUBBELL INC (US*) | Common | 443510607 | 16,606 | 154,128 | SH | SOLE | 0 | 82,657 | 0 | 0 | |
IDEX CORP (UN*) | Common | 45167R104 | 64,107 | 685,126 | SH | SOLE | 0 | 563,486 | 0 | 0 | |
INGERSOLL-RAND CO LTD-CL A (UN | Common | G47791101 | 25,612 | 376,979 | SH | SOLE | 0 | 168,443 | 0 | 0 | |
ITRON INC (US) | Common | 465741106 | 84,909 | 1,522,741 | SH | SOLE | 0 | 818,017 | 0 | 0 | |
LINDSAY CORP (UN*) | Common | 535555106 | 29,475 | 398,424 | SH | SOLE | 0 | 266,500 | 0 | 0 | |
LKQ CORP (US*) | Common | 501889208 | 44,055 | 1,242,344 | SH | SOLE | 0 | 761,256 | 0 | 0 | |
MIDDLESEX WATER CO (UW*) | Common | 596680108 | 6,819 | 193,513 | SH | SOLE | 0 | 0 | 0 | 0 | |
MUELLER WATER PRODUCTS INC-A ( | Common | 624758108 | 32,227 | 2,567,887 | SH | SOLE | 0 | 2,567,887 | 0 | 0 | |
ORMAT TECHNOLOGIES INC (UN*) | Common | 686688102 | 26,016 | 537,457 | SH | SOLE | 0 | 321,976 | 0 | 0 | |
PENTAIR LTD (UN*) | Common | H6169Q108 | 32,049 | 498,876 | SH | SOLE | 0 | 498,876 | 0 | 0 | |
PERKINELMER INC (UN*) | Common | 714046109 | 62,589 | 1,115,464 | SH | SOLE | 0 | 934,715 | 0 | 0 | |
POOL CORP (UW*) | Common | 73278L105 | 15,118 | 159,942 | SH | SOLE | 0 | 159,942 | 0 | 0 | |
POWER INTEGRATIONS INC (US*) | Common | 739276103 | 45,761 | 726,051 | SH | SOLE | 0 | 276,044 | 0 | 0 | |
PRAXAIR INC (UN*) | Common | 74005P104 | 19,895 | 164,651 | SH | SOLE | 0 | 73,548 | 0 | 0 | |
RAYONIER INC (UN*) | Common | 754907103 | 12,054 | 454,122 | SH | SOLE | 0 | 267,023 | 0 | 0 | |
REXNORD CORP (UN*) | Common | 76169B102 | 46,512 | 2,172,445 | SH | SOLE | 0 | 2,172,445 | 0 | 0 | |
ROCKWELL AUTOMATION INC (UN*) | Common | 773903109 | 18,975 | 155,101 | SH | SOLE | 0 | 66,848 | 0 | 0 | |
ROPER INDUSTRIES INC (UN*) | Common | 776696106 | 58,530 | 320,765 | SH | SOLE | 0 | 251,602 | 0 | 0 | |
SEALED AIR CORP (UN*) | Common | 81211K100 | 29,808 | 650,552 | SH | SOLE | 0 | 357,940 | 0 | 0 | |
SENSATA TECHNOLOGIES HOLDING ( | Common | N7902X106 | 24,970 | 643,906 | SH | SOLE | 0 | 386,594 | 0 | 0 | |
SMITH (A.O.) CORP (UN*) | Common | 831865209 | 66,834 | 676,523 | SH | SOLE | 0 | 476,529 | 0 | 0 | |
SONOCO PRODUCTS CO (UN*) | Common | 835495102 | 6,345 | 120,100 | SH | SOLE | 0 | 120,100 | 0 | 0 | |
SPROUTS FARMERS MARKET INC (US | Common | 85208M102 | 6,015 | 291,300 | SH | SOLE | 0 | 291,300 | 0 | 0 | |
STERICYCLE INC (UW*) | Common | 858912108 | 7,359 | 91,824 | SH | SOLE | 0 | 2,200 | 0 | 0 | |
SUNPOWER CORP (US*) | Common | 867652406 | 14,038 | 1,573,634 | SH | SOLE | 0 | 573,039 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC ( | Common | 883556102 | 31,115 | 195,457 | SH | SOLE | 0 | 90,370 | 0 | 0 | |
TORO CO (UN*) | Common | 891092108 | 50,290 | 1,071,076 | SH | SOLE | 0 | 960,892 | 0 | 0 | |
TRIMBLE NAVIGATION LTD (UW*) | Common | 896239100 | 64,373 | 2,253,910 | SH | SOLE | 0 | 1,697,161 | 0 | 0 | |
TRINA SOLAR LTD- SPON ADR (US* | ADR | 89628E104 | 30,360 | 2,964,681 | SH | SOLE | 0 | 1,259,368 | 0 | 0 | |
UNITED NATURAL FOODS INC (UW*) | Common | 911163103 | 27,699 | 691,747 | SH | SOLE | 0 | 467,157 | 0 | 0 | |
VALMONT INDUSTRIES (UN*) | Common | 920253101 | 14,764 | 109,450 | SH | SOLE | 0 | 0 | 0 | 0 | |
WASTE MANAGEMENT INC (UN*) | Common | 94106L109 | 29,794 | 467,279 | SH | SOLE | 0 | 209,171 | 0 | 0 | |
WATERS CORP (UN*) | Common | 941848103 | 10,334 | 65,200 | SH | SOLE | 0 | 29,900 | 0 | 0 | |
WATTS WATER TECHNOLOGIES-A (UN | Common | 942749102 | 109,588 | 1,690,179 | SH | SOLE | 0 | 1,012,389 | 0 | 0 | |
WESTROCK CO (UN*) | Common | 96145D105 | 34,237 | 706,200 | SH | SOLE | 0 | 389,355 | 0 | 0 | |
WHOLE FOODS MARKET INC (US*) | Common | 966837106 | 5,952 | 209,000 | SH | SOLE | 0 | 209,000 | 0 | 0 | |
XYLEM INC (UN*) | Common | 98419M100 | 113,114 | 2,156,631 | SH | SOLE | 0 | 1,596,373 | 0 | 0 |