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 | 11,523 | 64,528 | SH | SOLE | 0 | 4,795 | 0 | 59,733 | |
ACUITY BRANDS INC (UN) | Common | 00508Y102 | 20,235 | 87,650 | SH | SOLE | 0 | 16,600 | 0 | 71,050 | |
ADVANCED DRAINAGE SYSTEMS INC | Common | 00790R104 | 55,592 | 2,698,485 | SH | SOLE | 0 | 2,012,171 | 0 | 686,314 | |
AGCO CORP (UN) | Common | 001084102 | 5,004 | 86,480 | SH | SOLE | 0 | 86,480 | 0 | 0 | |
AGILENT TECHNOLOGIES INC (UN) | Common | 00846U101 | 80,516 | 1,763,243 | SH | SOLE | 0 | 1,427,127 | 0 | 336,116 | |
AMERICAN WATER WORKS CO INC (U | Common | 030420103 | 96,850 | 1,338,446 | SH | SOLE | 0 | 1,005,627 | 0 | 332,819 | |
AQUA AMERICA INC (UN) | Common | 03836W103 | 39,761 | 1,323,592 | SH | SOLE | 0 | 1,323,592 | 0 | 0 | |
BADGER METER INC (UA) | Common | 056525108 | 30,421 | 823,248 | SH | SOLE | 0 | 670,290 | 0 | 152,958 | |
BEMIS COMPANY (UN) | Common | 081437105 | 3,347 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
BORGWARNER INC (UN) | Common | 099724106 | 42,491 | 1,077,350 | SH | SOLE | 0 | 569,983 | 0 | 507,367 | |
CALIFORNIA WATER SERVICE GRP ( | Common | 130788102 | 58,652 | 1,729,948 | SH | SOLE | 0 | 1,008,833 | 0 | 721,115 | |
CAMPBELL SOUP CO (UN) | Common | 134429109 | 7,450 | 123,200 | SH | SOLE | 0 | 123,200 | 0 | 0 | |
CIA SANEAMENTO BASICO DE-ADR ( | ADR | 20441A102 | 51,941 | 5,983,930 | SH | SOLE | 0 | 3,903,427 | 0 | 2,080,503 | |
CLARCOR INC (UN) | Common | 179895107 | 19,712 | 238,994 | SH | SOLE | 0 | 136,774 | 0 | 102,220 | |
CLEAN HARBORS INC (UN) | Common | 184496107 | 36,516 | 656,153 | SH | SOLE | 0 | 401,113 | 0 | 255,040 | |
DANAHER CORP (UN) | Common | 235851102 | 88,125 | 1,130,694 | SH | SOLE | 0 | 914,545 | 0 | 216,149 | |
DARLING INGREDIENTS INC (UN) | Common | 237266101 | 7,943 | 615,250 | SH | SOLE | 0 | 615,250 | 0 | 0 | |
DELPHI AUTOMOTIVE PLC (UN) | Common | G27823106 | 32,080 | 476,325 | SH | SOLE | 0 | 222,207 | 0 | 254,118 | |
DONALDSON CO INC (UN) | Common | 257651109 | 12,094 | 287,400 | SH | SOLE | 0 | 172,074 | 0 | 115,326 | |
ECOLAB INC (UN) | Common | 278865100 | 93,931 | 799,358 | SH | SOLE | 0 | 659,620 | 0 | 139,738 | |
FLOWSERVE CORP (UN) | Common | 34354P105 | 7,802 | 161,300 | SH | SOLE | 0 | 161,300 | 0 | 0 | |
FORTIVE CORP (UN) | Common | 34959J108 | 10,880 | 202,874 | SH | SOLE | 0 | 143,077 | 0 | 59,797 | |
FRANKLIN ELECTRIC CO INC (UW) | Common | 353514102 | 41,301 | 1,061,833 | SH | SOLE | 0 | 793,770 | 0 | 268,063 | |
GENERAC HOLDINGS INC (UN) | Common | 368736104 | 18,640 | 457,531 | SH | SOLE | 0 | 270,734 | 0 | 186,797 | |
GNC HOLDINGS INC-CL A (US) | Common | 36191G107 | 5,833 | 528,350 | SH | SOLE | 0 | 528,350 | 0 | 0 | |
HD SUPPLY HOLDINGS INC (US) | Common | 40416M105 | 54,384 | 1,279,326 | SH | SOLE | 0 | 1,279,326 | 0 | 0 | |
HOLLYSYS AUTOMATION TECHNOLO ( | Common | G45667105 | 21,025 | 1,147,739 | SH | SOLE | 0 | 727,638 | 0 | 420,101 | |
HUBBELL INC (US) | Common | 443510607 | 17,905 | 153,428 | SH | SOLE | 0 | 81,357 | 0 | 72,071 | |
IDEX CORP (UN) | Common | 45167R104 | 64,360 | 714,632 | SH | SOLE | 0 | 589,086 | 0 | 125,546 | |
INGERSOLL-RAND CO LTD-CL A (UN | Common | G47791101 | 26,975 | 359,476 | SH | SOLE | 0 | 164,443 | 0 | 195,033 | |
ITRON INC (US) | Common | 465741106 | 80,805 | 1,285,729 | SH | SOLE | 0 | 776,405 | 0 | 509,324 | |
LINDSAY CORP (UN) | Common | 535555106 | 29,771 | 399,024 | SH | SOLE | 0 | 267,100 | 0 | 131,924 | |
LKQ CORP (US) | Common | 501889208 | 34,828 | 1,136,294 | SH | SOLE | 0 | 692,758 | 0 | 443,536 | |
MIDDLESEX WATER CO (UW) | Common | 596680108 | 8,309 | 193,513 | SH | SOLE | 0 | 0 | 0 | 193,513 | |
MUELLER WATER PRODUCTS INC-A ( | Common | 624758108 | 34,644 | 2,602,887 | SH | SOLE | 0 | 2,602,887 | 0 | 0 | |
ORMAT TECHNOLOGIES INC (UN) | Common | 686688102 | 29,492 | 549,946 | SH | SOLE | 0 | 333,057 | 0 | 216,889 | |
PENTAIR LTD (UN) | Common | H6169Q108 | 28,870 | 514,876 | SH | SOLE | 0 | 514,876 | 0 | 0 | |
PERKINELMER INC (UN) | Common | 714046109 | 56,941 | 1,091,866 | SH | SOLE | 0 | 894,715 | 0 | 197,151 | |
POOL CORP (UW) | Common | 73278L105 | 17,210 | 164,942 | SH | SOLE | 0 | 164,942 | 0 | 0 | |
POWER INTEGRATIONS INC (US) | Common | 739276103 | 44,463 | 655,347 | SH | SOLE | 0 | 244,160 | 0 | 411,187 | |
PRAXAIR INC (UN) | Common | 74005P104 | 20,020 | 170,832 | SH | SOLE | 0 | 82,548 | 0 | 88,284 | |
RAYONIER INC (UN) | Common | 754907103 | 18,772 | 705,673 | SH | SOLE | 0 | 418,989 | 0 | 286,684 | |
REXNORD CORP (UN) | Common | 76169B102 | 43,388 | 2,214,825 | SH | SOLE | 0 | 2,214,825 | 0 | 0 | |
ROPER INDUSTRIES INC (UN) | Common | 776696106 | 58,790 | 321,115 | SH | SOLE | 0 | 256,202 | 0 | 64,913 | |
SEALED AIR CORP (UN) | Common | 81211K100 | 38,841 | 856,669 | SH | SOLE | 0 | 489,240 | 0 | 367,429 | |
SENSATA TECHNOLOGIES HOLDING ( | Common | N7902X106 | 26,193 | 672,461 | SH | SOLE | 0 | 391,594 | 0 | 280,867 | |
SMITH (A.O.) CORP (UN) | Common | 831865209 | 68,911 | 1,455,374 | SH | SOLE | 0 | 1,019,036 | 0 | 436,338 | |
SONOCO PRODUCTS CO (UN) | Common | 835495102 | 8,543 | 162,100 | SH | SOLE | 0 | 162,100 | 0 | 0 | |
SPROUTS FARMERS MARKET INC (US | Common | 85208M102 | 7,952 | 420,300 | SH | SOLE | 0 | 420,300 | 0 | 0 | |
STERICYCLE INC (UW) | Common | 858912108 | 7,074 | 91,824 | SH | SOLE | 0 | 2,200 | 0 | 89,624 | |
SUNPOWER CORP (US) | Common | 867652406 | 16,096 | 2,434,757 | SH | SOLE | 0 | 940,627 | 0 | 1,494,130 | |
THERMO FISHER SCIENTIFIC INC ( | Common | 883556102 | 30,157 | 213,532 | SH | SOLE | 0 | 99,070 | 0 | 114,462 | |
TORO CO (UN) | Common | 891092108 | 50,522 | 900,831 | SH | SOLE | 0 | 790,647 | 0 | 110,184 | |
TRIMBLE NAVIGATION LTD (UW) | Common | 896239100 | 83,020 | 2,753,456 | SH | SOLE | 0 | 2,081,854 | 0 | 671,602 | |
TRINA SOLAR LTD- SPON ADR (US) | ADR | 89628E104 | 15,443 | 1,660,726 | SH | SOLE | 0 | 739,468 | 0 | 921,258 | |
UNITED NATURAL FOODS INC (UW) | Common | 911163103 | 42,170 | 883,643 | SH | SOLE | 0 | 590,870 | 0 | 292,773 | |
VALMONT INDUSTRIES (UN) | Common | 920253101 | 15,456 | 109,450 | SH | SOLE | 0 | 0 | 0 | 109,450 | |
WASTE MANAGEMENT INC (UN) | Common | 94106L109 | 30,890 | 435,617 | SH | SOLE | 0 | 194,171 | 0 | 241,446 | |
WATERS CORP (UN) | Common | 941848103 | 15,862 | 118,030 | SH | SOLE | 0 | 55,100 | 0 | 62,930 | |
WATTS WATER TECHNOLOGIES-A (UN | Common | 942749102 | 102,616 | 1,573,901 | SH | SOLE | 0 | 979,967 | 0 | 593,934 | |
WESTROCK CO (UN) | Common | 96145D105 | 36,421 | 717,371 | SH | SOLE | 0 | 415,855 | 0 | 301,516 | |
WHOLE FOODS MARKET INC (US) | Common | 966837106 | 7,229 | 235,000 | SH | SOLE | 0 | 235,000 | 0 | 0 | |
XYLEM INC (UN) | Common | 98419M100 | 95,678 | 1,932,098 | SH | SOLE | 0 | 1,410,587 | 0 | 521,511 |