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 | 31,769 | 161,491 | SH | SOLE | 0 | 129,248 | 0 | 32,243 | |
Acuity Brands Inc | Common | 00508Y102 | 60,531 | 522,403 | SH | SOLE | 0 | 319,425 | 0 | 202,978 | |
Advanced Drainage Systems Inc | Common | 00790R104 | 110,739 | 3,878,781 | SH | SOLE | 0 | 3,024,270 | 0 | 854,511 | |
AGCO Corp | Common | 001084102 | 14,573 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
Agilent Technologies Inc | Common | 00846U101 | 167,564 | 2,709,632 | SH | SOLE | 0 | 2,514,235 | 0 | 195,397 | |
American Water Works Co Inc | Common | 030420103 | 198,268 | 2,322,179 | SH | SOLE | 0 | 2,000,501 | 0 | 321,678 | |
AO Smith Corp | Common | 831865209 | 134,571 | 2,275,087 | SH | SOLE | 0 | 1,697,790 | 0 | 577,297 | |
Aqua America Inc | Common | 03836W103 | 74,550 | 2,119,113 | SH | SOLE | 0 | 2,094,858 | 0 | 24,255 | |
Autodesk Inc | Common | 052769106 | 50,447 | 384,826 | SH | SOLE | 0 | 209,718 | 0 | 175,108 | |
Badger Meter Inc | Common | 056525108 | 62,340 | 1,394,629 | SH | SOLE | 0 | 1,219,767 | 0 | 174,862 | |
Becton Dickinson and Co | Common | 075887109 | 909 | 3,793 | SH | SOLE | 0 | 3,793 | 0 | 0 | |
Bemis Co Inc | Common | 081437105 | 16,124 | 382,000 | SH | SOLE | 0 | 382,000 | 0 | 0 | |
BorgWarner Inc | Common | 099724106 | 18,227 | 422,316 | SH | SOLE | 0 | 327,455 | 0 | 94,861 | |
Cadence Design Systems Inc | Common | 127387108 | 670 | 15,475 | SH | SOLE | 0 | 15,475 | 0 | 0 | |
Campbell Soup Co | Common | 134429109 | 17,955 | 442,900 | SH | SOLE | 0 | 442,900 | 0 | 0 | |
Cia de Saneamento Basico do Es | ADR | 20441A102 | 85,382 | 14,206,602 | SH | SOLE | 0 | 12,898,966 | 0 | 1,307,636 | |
Clean Harbors Inc | Common | 184496107 | 20,222 | 364,035 | SH | SOLE | 0 | 174,164 | 0 | 189,871 | |
Cognizant Technology Solutions | Common | 192446102 | 604 | 7,644 | SH | SOLE | 0 | 7,644 | 0 | 0 | |
Danaher Corp | Common | 235851102 | 206,150 | 2,089,080 | SH | SOLE | 0 | 1,925,147 | 0 | 163,933 | |
Darling Ingredients Inc | Common | 237266101 | 42,312 | 2,128,385 | SH | SOLE | 0 | 2,128,385 | 0 | 0 | |
Donaldson Co Inc | Common | 257651109 | 14,820 | 328,462 | SH | SOLE | 0 | 160,877 | 0 | 167,585 | |
Ecolab Inc | Common | 278865100 | 200,004 | 1,425,240 | SH | SOLE | 0 | 1,310,950 | 0 | 114,290 | |
Flowserve Corp | Common | 34354P105 | 34,508 | 854,147 | SH | SOLE | 0 | 843,719 | 0 | 10,428 | |
Fortive Corp | Common | 34959J108 | 24,501 | 317,740 | SH | SOLE | 0 | 227,094 | 0 | 90,646 | |
Franklin Electric Co Inc | Common | 353514102 | 104,570 | 2,318,626 | SH | SOLE | 0 | 2,019,043 | 0 | 299,583 | |
Generac Holdings Inc | Common | 368736104 | 48,574 | 938,982 | SH | SOLE | 0 | 668,208 | 0 | 270,774 | |
HDFC Bank Ltd | ADR | 40415F101 | 1,110 | 10,574 | SH | SOLE | 0 | 10,574 | 0 | 0 | |
Hubbell Inc | Common | 443510607 | 53,305 | 504,118 | SH | SOLE | 0 | 434,593 | 0 | 69,525 | |
Ichor Holdings Ltd | Common | G4740B105 | 7,721 | 363,864 | SH | SOLE | 0 | 187,193 | 0 | 176,671 | |
IDEX Corp | Common | 45167R104 | 145,276 | 1,064,447 | SH | SOLE | 0 | 975,346 | 0 | 89,101 | |
Ingersoll-Rand PLC | Common | G47791101 | 65,721 | 732,432 | SH | SOLE | 0 | 583,846 | 0 | 148,586 | |
Itron Inc | Common | 465741106 | 114,823 | 1,912,115 | SH | SOLE | 0 | 1,406,661 | 0 | 505,454 | |
Johnson Controls International | Common | G51502105 | 17,163 | 513,096 | SH | SOLE | 0 | 30,043 | 0 | 483,053 | |
Lennox International Inc | Common | 526107107 | 34,995 | 174,842 | SH | SOLE | 0 | 125,919 | 0 | 48,923 | |
Lindsay Corp | Common | 535555106 | 71,131 | 733,387 | SH | SOLE | 0 | 510,149 | 0 | 223,238 | |
Middlesex Water Co | Common | 596680108 | 10,944 | 259,513 | SH | SOLE | 0 | 0 | 0 | 259,513 | |
Mueller Water Products Inc | Common | 624758108 | 84,835 | 7,238,486 | SH | SOLE | 0 | 7,149,394 | 0 | 89,092 | |
Oracle Corp | Common | 68389X105 | 593 | 13,469 | SH | SOLE | 0 | 13,469 | 0 | 0 | |
Ormat Technologies Inc | Common | 686688102 | 46,936 | 882,419 | SH | SOLE | 0 | 615,025 | 0 | 267,394 | |
PerkinElmer Inc | Common | 714046109 | 70,999 | 969,533 | SH | SOLE | 0 | 957,473 | 0 | 12,060 | |
Pool Corp | Common | 73278L105 | 59,491 | 392,682 | SH | SOLE | 0 | 387,862 | 0 | 4,820 | |
Power Integrations Inc | Common | 739276103 | 66,123 | 905,176 | SH | SOLE | 0 | 421,093 | 0 | 484,083 | |
Praxair Inc | Common | 74005P104 | 70,548 | 446,081 | SH | SOLE | 0 | 359,213 | 0 | 86,868 | |
PTC Inc | Common | 69370C100 | 98,015 | 1,044,823 | SH | SOLE | 0 | 778,313 | 0 | 266,510 | |
Rayonier Inc | Common | 754907103 | 40,269 | 1,040,819 | SH | SOLE | 0 | 730,759 | 0 | 310,060 | |
Rexnord Corp | Common | 76169B102 | 91,333 | 3,142,926 | SH | SOLE | 0 | 3,104,675 | 0 | 38,251 | |
Sealed Air Corp | Common | 81211K100 | 113,204 | 2,666,755 | SH | SOLE | 0 | 2,253,116 | 0 | 413,639 | |
Sensata Technologies Holding P | Common | G8060N102 | 36,179 | 760,393 | SH | SOLE | 0 | 499,659 | 0 | 260,734 | |
Sonoco Products Co | Common | 835495102 | 25,710 | 489,710 | SH | SOLE | 0 | 489,710 | 0 | 0 | |
Sprouts Farmers Market Inc | Common | 85208M102 | 23,504 | 1,064,959 | SH | SOLE | 0 | 1,064,959 | 0 | 0 | |
SPX FLOW Inc | Common | 78469X107 | 36,276 | 828,797 | SH | SOLE | 0 | 818,610 | 0 | 10,187 | |
Starbucks Corp | Common | 855244109 | 16,907 | 346,104 | SH | SOLE | 0 | 346,104 | 0 | 0 | |
SunPower Corp | Common | 867652406 | 22,761 | 2,967,499 | SH | SOLE | 0 | 1,448,777 | 0 | 1,518,722 | |
Thermo Fisher Scientific Inc | Common | 883556102 | 1,054 | 5,088 | SH | SOLE | 0 | 5,088 | 0 | 0 | |
Toro Co/The | Common | 891092108 | 55,348 | 918,641 | SH | SOLE | 0 | 907,345 | 0 | 11,296 | |
Trimble Inc | Common | 896239100 | 152,015 | 4,628,971 | SH | SOLE | 0 | 3,992,123 | 0 | 636,848 | |
United Natural Foods Inc | Common | 911163103 | 32,645 | 765,242 | SH | SOLE | 0 | 523,117 | 0 | 242,125 | |
Valmont Industries Inc | Common | 920253101 | 90,562 | 600,745 | SH | SOLE | 0 | 441,291 | 0 | 159,454 | |
Visa Inc | Common | 92826C839 | 1,505 | 11,362 | SH | SOLE | 0 | 11,362 | 0 | 0 | |
Waste Management Inc | Common | 94106L109 | 57,653 | 708,788 | SH | SOLE | 0 | 566,379 | 0 | 142,409 | |
Waters Corp | Common | 941848103 | 51,663 | 266,868 | SH | SOLE | 0 | 214,688 | 0 | 52,180 | |
Watts Water Technologies Inc | Common | 942749102 | 166,774 | 2,127,222 | SH | SOLE | 0 | 1,573,822 | 0 | 553,400 | |
Welbilt Inc | Common | 949090104 | 64,763 | 2,902,886 | SH | SOLE | 0 | 2,238,127 | 0 | 664,759 | |
WestRock Co | Common | 96145D105 | 80,986 | 1,420,306 | SH | SOLE | 0 | 1,220,150 | 0 | 200,156 | |
Xylem Inc/NY | Common | 98419M100 | 195,590 | 2,902,789 | SH | SOLE | 0 | 2,524,872 | 0 | 377,917 |