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 |
Acuity Brands Inc | Common | 00508Y102 | 73,749 | 529,845 | SH | SOLE | 0 | 324,865 | 0 | 204,980 | |
Advanced Drainage Systems Inc | Common | 00790R104 | 111,419 | 4,301,895 | SH | SOLE | 0 | 3,305,149 | 0 | 996,746 | |
Agilent Technologies Inc | Common | 00846U101 | 158,777 | 2,373,341 | SH | SOLE | 0 | 2,178,706 | 0 | 194,635 | |
American Water Works Co Inc | Common | 030420103 | 186,332 | 2,268,749 | SH | SOLE | 0 | 1,944,155 | 0 | 324,594 | |
AO Smith Corp | Common | 831865209 | 125,950 | 1,980,657 | SH | SOLE | 0 | 1,460,450 | 0 | 520,207 | |
Aqua America Inc | Common | 03836W103 | 71,955 | 2,112,582 | SH | SOLE | 0 | 2,078,887 | 0 | 33,695 | |
Autodesk Inc | Common | 052769106 | 52,606 | 418,906 | SH | SOLE | 0 | 234,399 | 0 | 184,507 | |
Badger Meter Inc | Common | 056525108 | 56,908 | 1,206,966 | SH | SOLE | 0 | 1,029,433 | 0 | 177,533 | |
Bemis Co Inc | Common | 081437105 | 16,625 | 382,000 | SH | SOLE | 0 | 382,000 | 0 | 0 | |
BorgWarner Inc | Common | 099724106 | 20,641 | 410,920 | SH | SOLE | 0 | 329,361 | 0 | 81,559 | |
Campbell Soup Co | Common | 134429109 | 20,481 | 472,900 | SH | SOLE | 0 | 472,900 | 0 | 0 | |
Cia de Saneamento Basico do Es | ADR | 20441A102 | 93,304 | 8,810,622 | SH | SOLE | 0 | 7,906,752 | 0 | 903,870 | |
Clean Harbors Inc | Common | 184496107 | 17,525 | 359,036 | SH | SOLE | 0 | 169,165 | 0 | 189,871 | |
Danaher Corp | Common | 235851102 | 210,031 | 2,145,144 | SH | SOLE | 0 | 1,972,253 | 0 | 172,891 | |
Darling Ingredients Inc | Common | 237266101 | 34,475 | 1,992,761 | SH | SOLE | 0 | 1,992,761 | 0 | 0 | |
Donaldson Co Inc | Common | 257651109 | 12,678 | 281,416 | SH | SOLE | 0 | 134,401 | 0 | 147,015 | |
Ecolab Inc | Common | 278865100 | 197,518 | 1,441,003 | SH | SOLE | 0 | 1,326,621 | 0 | 114,382 | |
Fortive Corp | Common | 34959J108 | 24,582 | 317,108 | SH | SOLE | 0 | 232,888 | 0 | 84,220 | |
Franklin Electric Co Inc | Common | 353514102 | 91,194 | 2,237,880 | SH | SOLE | 0 | 1,946,377 | 0 | 291,503 | |
Generac Holdings Inc | Common | 368736104 | 47,300 | 1,030,272 | SH | SOLE | 0 | 709,029 | 0 | 321,243 | |
Hubbell Inc | Common | 443510607 | 48,887 | 401,440 | SH | SOLE | 0 | 350,178 | 0 | 51,262 | |
IDEX Corp | Common | 45167R104 | 147,398 | 1,034,297 | SH | SOLE | 0 | 944,966 | 0 | 89,331 | |
Itron Inc | Common | 465741106 | 103,245 | 1,442,981 | SH | SOLE | 0 | 1,040,290 | 0 | 402,691 | |
Lennox International Inc | Common | 526107107 | 34,484 | 168,735 | SH | SOLE | 0 | 119,812 | 0 | 48,923 | |
Lindsay Corp | Common | 535555106 | 57,959 | 633,849 | SH | SOLE | 0 | 437,350 | 0 | 196,499 | |
Middlesex Water Co | Common | 596680108 | 9,524 | 259,513 | SH | SOLE | 0 | 0 | 0 | 259,513 | |
Mueller Water Products Inc | Common | 624758108 | 75,116 | 6,910,436 | SH | SOLE | 0 | 6,778,206 | 0 | 132,230 | |
Ormat Technologies Inc | Common | 686688102 | 39,386 | 698,585 | SH | SOLE | 0 | 480,136 | 0 | 218,449 | |
PerkinElmer Inc | Common | 714046109 | 70,967 | 937,235 | SH | SOLE | 0 | 920,485 | 0 | 16,750 | |
Pool Corp | Common | 73278L105 | 57,691 | 394,552 | SH | SOLE | 0 | 387,862 | 0 | 6,690 | |
Power Integrations Inc | Common | 739276103 | 75,487 | 1,104,420 | SH | SOLE | 0 | 518,830 | 0 | 585,590 | |
Praxair Inc | Common | 74005P104 | 64,804 | 449,092 | SH | SOLE | 0 | 360,433 | 0 | 88,659 | |
PTC Inc | Common | 69370C100 | 93,556 | 1,199,281 | SH | SOLE | 0 | 899,004 | 0 | 300,277 | |
Rayonier Inc | Common | 754907103 | 46,546 | 1,323,088 | SH | SOLE | 0 | 924,262 | 0 | 398,826 | |
Rexnord Corp | Common | 76169B102 | 89,352 | 3,010,528 | SH | SOLE | 0 | 2,957,377 | 0 | 53,151 | |
Sealed Air Corp | Common | 81211K100 | 112,108 | 2,619,959 | SH | SOLE | 0 | 2,205,708 | 0 | 414,251 | |
Sonoco Products Co | Common | 835495102 | 23,751 | 489,710 | SH | SOLE | 0 | 489,710 | 0 | 0 | |
Sprouts Farmers Market Inc | Common | 85208M102 | 24,470 | 1,042,587 | SH | SOLE | 0 | 1,042,587 | 0 | 0 | |
Starbucks Corp | Common | 855244109 | 22,585 | 390,130 | SH | SOLE | 0 | 390,130 | 0 | 0 | |
SunPower Corp | Common | 867652406 | 24,760 | 3,102,774 | SH | SOLE | 0 | 1,529,235 | 0 | 1,573,539 | |
Toro Co/The | Common | 891092108 | 45,799 | 733,363 | SH | SOLE | 0 | 720,419 | 0 | 12,944 | |
Trimble Inc | Common | 896239100 | 139,491 | 3,887,710 | SH | SOLE | 0 | 3,405,600 | 0 | 482,110 | |
United Natural Foods Inc | Common | 911163103 | 32,730 | 762,221 | SH | SOLE | 0 | 517,296 | 0 | 244,925 | |
Valmont Industries Inc | Common | 920253101 | 79,990 | 546,752 | SH | SOLE | 0 | 425,505 | 0 | 121,247 | |
Waste Management Inc | Common | 94106L109 | 54,700 | 650,261 | SH | SOLE | 0 | 516,610 | 0 | 133,651 | |
Waters Corp | Common | 941848103 | 48,326 | 243,271 | SH | SOLE | 0 | 193,310 | 0 | 49,961 | |
Watts Water Technologies Inc | Common | 942749102 | 175,662 | 2,260,776 | SH | SOLE | 0 | 1,638,809 | 0 | 621,967 | |
Welbilt Inc | Common | 949090104 | 51,677 | 2,656,904 | SH | SOLE | 0 | 2,052,111 | 0 | 604,793 | |
WestRock Co | Common | 96145D105 | 85,029 | 1,325,054 | SH | SOLE | 0 | 1,133,052 | 0 | 192,002 | |
Xylem Inc/NY | Common | 98419M100 | 209,516 | 2,723,822 | SH | SOLE | 0 | 2,347,650 | 0 | 376,172 |