The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AO Smith Corp. | COM | 831865209 | 5,209 | 68,258 | SH | SOLE | NONE | 6,826 | 0 | 0 | |
| Acuity Brands Inc. | COM | 00508Y102 | 9,611 | 44,060 | SH | SOLE | NONE | 44,060 | 0 | 0 | |
| Amphenol Corp. | COM | 032095101 | 3,150 | 54,472 | SH | SOLE | NONE | 54,472 | 0 | 0 | |
| Brookfield Renewable Energy Partners LP | LTD PART | G16258108 | 3,730 | 123,532 | SH | SOLE | NONE | 123,532 | 0 | 0 | |
| Cummins Inc. | COM | 231021106 | 2,000 | 18,193 | SH | SOLE | NONE | 18,193 | 0 | 0 | |
| Danaher Corp. | COM | 235851102 | 3,505 | 36,953 | SH | SOLE | NONE | 36,953 | 0 | 0 | |
| Delphi Automotive PLC | COM | G27823106 | 4,465 | 59,511 | SH | SOLE | NONE | 59,511 | 0 | 0 | |
| EMC Corp. | COM | 268648102 | 1,791 | 67,186 | SH | SOLE | NONE | 67,186 | 0 | 0 | |
| Ecolab Inc. | COM | 278865100 | 4,757 | 42,658 | SH | SOLE | NONE | 42,658 | 0 | 0 | |
| First Solar Inc. | COM | 336433107 | 3,395 | 49,580 | SH | SOLE | NONE | 49,580 | 0 | 0 | |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT | REIT | 41068X100 | 3,046 | 158,499 | SH | SOLE | NONE | 158,499 | 0 | 0 | |
| IDEXX Laboratories Inc. | COM | 45168D104 | 5,735 | 73,219 | SH | SOLE | NONE | 73,219 | 0 | 0 | |
| Integrated Device Technology Inc. | COM | 458118106 | 2,034 | 99,534 | SH | SOLE | NONE | 99,534 | 0 | 0 | |
| Johnson Controls Inc. | COM | 478366107 | 4,895 | 125,597 | SH | SOLE | NONE | 125,597 | 0 | 0 | |
| Medtronic Inc. | COM | G5960L103 | 2,131 | 28,418 | SH | SOLE | NONE | 28,418 | 0 | 0 | |
| Mobileye NV | COM | N51488117 | 1,931 | 51,770 | SH | SOLE | NONE | 51,770 | 0 | 0 | |
| NIKE Inc. | COM | 654106103 | 5,919 | 96,285 | SH | SOLE | NONE | 96,285 | 0 | 0 | |
| NXP Semiconductors NV | COM | N6596X109 | 1,050 | 12,951 | SH | SOLE | NONE | 12,951 | 0 | 0 | |
| Pattern Energy Group Inc. | COM | 70338P100 | 3,495 | 183,280 | SH | SOLE | NONE | 183,280 | 0 | 0 | |
| Roper Technologies Inc. | COM | 776696106 | 3,742 | 20,475 | SH | SOLE | NONE | 20,475 | 0 | 0 | |
| Sealed Air Corp. | COM | 81211K100 | 6,211 | 129,375 | SH | SOLE | NONE | 129,375 | 0 | 0 | |
| Tesla Motors Inc. | COM | 88160R101 | 781 | 3,400 | SH | SOLE | NONE | 3,400 | 0 | 0 | |
| The Hain Celestial Group Inc. | COM | 405217100 | 4,315 | 105,481 | SH | SOLE | NONE | 105,481 | 0 | 0 | |
| The Kroger Co. | COM | 501044101 | 7,086 | 185,253 | SH | SOLE | NONE | 185,253 | 0 | 0 | |
| The WhiteWave Foods Co. | COM | 966244105 | 7,582 | 186,566 | SH | SOLE | NONE | 186,566 | 0 | 0 | |
| Thermo Fisher Scientific Inc. | COM | 883556102 | 10,124 | 71,500 | SH | SOLE | NONE | 71,500 | 0 | 0 | |
| Trex Co Inc. | COM | 89531P105 | 6,473 | 135,056 | SH | SOLE | NONE | 135,056 | 0 | 0 | |
| Trimble Navigation Ltd. | COM | 896239100 | 1,401 | 56,481 | SH | SOLE | NONE | 56,481 | 0 | 0 | |
| United Natural Foods Inc. | COM | 911163103 | 881 | 21,868 | SH | SOLE | NONE | 21,868 | 0 | 0 | |
| Wabtec Corp. | COM | 929740108 | 1,379 | 17,392 | SH | SOLE | NONE | 17,392 | 0 | 0 | |
| Waste Connections Inc. | COM | 941053100 | 6,285 | 97,305 | SH | SOLE | NONE | 97,305 | 0 | 0 | |
| Xylem Inc. | COM | 98419M100 | 7,702 | 188,312 | SH | SOLE | NONE | 188,312 | 0 | 0 | |