The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 14,287 68,623 SH   SOLE 0 4,334 0 64,289
Acuity Brands Inc Common 00508Y102 64,439 316,997 SH   SOLE 0 130,314 0 186,683
Advanced Drainage Systems Inc Common 00790R104 86,018 4,279,502 SH   SOLE 0 3,272,312 0 1,007,190
Agilent Technologies Inc Common 00846U101 108,760 1,833,751 SH   SOLE 0 1,585,054 0 248,697
American Water Works Co Inc Common 030420103 142,836 1,832,409 SH   SOLE 0 1,447,584 0 384,825
AO Smith Corp Common 831865209 100,330 1,781,116 SH   SOLE 0 1,314,029 0 467,087
Aqua America Inc Common 03836W103 65,462 1,965,831 SH   SOLE 0 1,965,831 0 0
Badger Meter Inc Common 056525108 37,760 947,554 SH   SOLE 0 795,596 0 151,958
Bemis Co Inc Common 081437105 13,366 289,000 SH   SOLE 0 289,000 0 0
BorgWarner Inc Common 099724106 53,362 1,259,716 SH   SOLE 0 719,679 0 540,037
California Water Service Group Common 130788102 67,668 1,838,800 SH   SOLE 0 1,117,353 0 721,447
Campbell Soup Co Common 134429109 14,393 276,000 SH   SOLE 0 276,000 0 0
Cia de Saneamento Basico do Es ADR 20441A102 85,692 9,001,210 SH   SOLE 0 6,561,263 0 2,439,947
Clean Harbors Inc Common 184496107 41,781 748,363 SH   SOLE 0 486,273 0 262,090
Danaher Corp Common 235851102 137,589 1,630,399 SH   SOLE 0 1,360,459 0 269,940
Darling Ingredients Inc Common 237266101 19,596 1,245,000 SH   SOLE 0 1,245,000 0 0
Donaldson Co Inc Common 257651109 14,481 317,981 SH   SOLE 0 203,712 0 114,269
Ecolab Inc Common 278865100 144,402 1,087,771 SH   SOLE 0 915,665 0 172,106
Fortive Corp Common 34959J108 16,856 266,083 SH   SOLE 0 198,920 0 67,163
Franklin Electric Co Inc Common 353514102 63,363 1,530,505 SH   SOLE 0 1,307,806 0 222,699
Generac Holdings Inc Common 368736104 26,004 719,743 SH   SOLE 0 462,037 0 257,706
GNC Holdings Inc Common 36191G107 13,056 1,548,769 SH   SOLE 0 1,548,769 0 0
HD Supply Holdings Inc Common 40416M105 69,349 2,264,090 SH   SOLE 0 2,264,090 0 0
Hubbell Inc Common 443510607 26,014 229,864 SH   SOLE 0 135,431 0 94,433
IDEX Corp Common 45167R104 102,532 907,284 SH   SOLE 0 747,351 0 159,933
Itron Inc Common 465741106 103,249 1,523,971 SH   SOLE 0 947,038 0 576,933
Lindsay Corp Common 535555106 41,836 468,751 SH   SOLE 0 296,827 0 171,924
LKQ Corp Common 501889208 51,583 1,565,492 SH   SOLE 0 950,684 0 614,808
Middlesex Water Co Common 596680108 10,277 259,513 SH   SOLE 0 0 0 259,513
Mueller Water Products Inc Common 624758108 59,048 5,055,460 SH   SOLE 0 5,055,460 0 0
Ormat Technologies Inc Common 686688102 29,290 499,141 SH   SOLE 0 313,372 0 185,769
PerkinElmer Inc Common 714046109 45,639 669,790 SH   SOLE 0 669,790 0 0
Pool Corp Common 73278L105 21,744 184,942 SH   SOLE 0 184,942 0 0
Power Integrations Inc Common 739276103 50,716 695,699 SH   SOLE 0 252,680 0 443,019
Praxair Inc Common 74005P104 31,215 235,498 SH   SOLE 0 120,950 0 114,548
PTC Inc Common 69370C100 25,867 469,283 SH   SOLE 0 243,145 0 226,138
Rayonier Inc Common 754907103 26,900 934,995 SH   SOLE 0 589,347 0 345,648
Rexnord Corp Common 76169B102 71,574 3,078,445 SH   SOLE 0 3,078,445 0 0
Roper Technologies Inc Common 776696106 52,046 224,793 SH   SOLE 0 224,793 0 0
Sealed Air Corp Common 81211K100 81,275 1,815,800 SH   SOLE 0 1,139,182 0 676,618
Sonoco Products Co Common 835495102 14,706 286,000 SH   SOLE 0 286,000 0 0
Sprouts Farmers Market Inc Common 85208M102 16,964 748,300 SH   SOLE 0 748,300 0 0
SunPower Corp Common 867652406 25,314 2,710,314 SH   SOLE 0 1,154,480 0 1,555,834
Thermo Fisher Scientific Inc Common 883556102 50,736 290,801 SH   SOLE 0 151,553 0 139,248
Trimble Inc Common 896239100 105,227 2,950,008 SH   SOLE 0 2,337,188 0 612,820
United Natural Foods Inc Common 911163103 42,015 1,144,811 SH   SOLE 0 842,561 0 302,250
Valmont Industries Inc Common 920253101 14,908 99,650 SH   SOLE 0 0 0 99,650
Waste Management Inc Common 94106L109 38,396 523,468 SH   SOLE 0 268,864 0 254,604
Waters Corp Common 941848103 32,332 175,870 SH   SOLE 0 90,893 0 84,977
Watts Water Technologies Inc Common 942749102 160,110 2,533,383 SH   SOLE 0 1,673,268 0 860,115
WestRock Co Common 96145D105 63,621 1,122,856 SH   SOLE 0 743,037 0 379,819
Whole Foods Market Inc Common 966837106 11,117 264,000 SH   SOLE 0 264,000 0 0
Xylem Inc/NY Common 98419M100 171,165 3,087,948 SH   SOLE 0 2,428,705 0 659,243