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 |
| ADVANCED DRAINAGE SYSTEMS INC | COM | 00790R104 | 23,174 | 971,663 | SH | SOLE | 971,663 | 0 | 0 | ||
| AMERICAN RAILCAR INDUSTRIES IN | COM | 02916P103 | 19,561 | 469,765 | SH | SOLE | 469,765 | 0 | 0 | ||
| AO SMITH CORP | COM | 831865209 | 16,852 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| AQUAVENTURE HOLDINGS LTD | COM | G0443N107 | 3,711 | 239,141 | SH | SOLE | 239,141 | 0 | 0 | ||
| CHINA RAPID FINANCE LTD | COM | 16953Q105 | 200 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 14,760 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 21,350 | 295,088 | SH | SOLE | 295,088 | 0 | 0 | ||
| FOUR SEASONS EDUCATION CAYMAN INC | COM | 35101A101 | 342 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| GASLOG LTD | COM | G37585109 | 12,729 | 572,096 | SH | SOLE | 572,096 | 0 | 0 | ||
| GASLOG PARTNERS LP | COM | Y2687W108 | 1,157 | 46,730 | SH | SOLE | 46,730 | 0 | 0 | ||
| HANNON ARMSTRONG SUSTAINABLE I | COM | 41068X100 | 21,263 | 883,765 | SH | SOLE | 883,765 | 0 | 0 | ||
| INGERSOLL-RAND PLC | COM | G47791101 | 13,610 | 152,600 | SH | SOLE | 152,600 | 0 | 0 | ||
| JOHNSON CONTROLS INTERNATIONAL PLC | COM | G51502105 | 27,743 | 727,967 | SH | SOLE | 727,967 | 0 | 0 | ||
| LUXOFT HOLDING INC | COM | G57279104 | 217 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LL | COM | 55608B105 | 1,926 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | COM | 562750109 | 9,394 | 189,619 | SH | SOLE | 189,619 | 0 | 0 | ||
| MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 9,019 | 706,845 | SH | SOLE | 706,845 | 0 | 0 | ||
| MYR GROUP INC | COM | 55405W104 | 19,633 | 549,484 | SH | SOLE | 549,484 | 0 | 0 | ||
| NRG YIELD INC | COM | 62942X405 | 14,865 | 786,524 | SH | SOLE | 786,524 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 19,097 | 282,461 | SH | SOLE | 282,461 | 0 | 0 | ||
| REXNORD CORP | COM | 76169B102 | 28,991 | 1,114,194 | SH | SOLE | 1,114,194 | 0 | 0 | ||
| RISE EDUCATION CAYMAN LTD | COM | 76761L102 | 370 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 17,825 | 110,088 | SH | SOLE | 110,088 | 0 | 0 | ||
| ROPER INDUSTRIES INC | COM | 776696106 | 23,310 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SEALED AIR CORP | COM | 81211K100 | 26,472 | 536,960 | SH | SOLE | 536,960 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING N | COM | N7902X106 | 25,588 | 500,652 | SH | SOLE | 500,652 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDINGS INC | COM | 81761R109 | 22,004 | 429,174 | SH | SOLE | 429,174 | 0 | 0 | ||
| SWITCH INC | COM | 87105L104 | 9,176 | 504,475 | SH | SOLE | 504,475 | 0 | 0 | ||
| TE CONNECTIVITY LTD | COM | H84989104 | 15,524 | 163,339 | SH | SOLE | 163,339 | 0 | 0 | ||
| TREEHOUSE FOODS INC | COM | 89469A104 | 9,599 | 194,081 | SH | SOLE | 194,081 | 0 | 0 | ||
| TRIMBLE NAVIGATION LTD | COM | 896239100 | 18,778 | 462,067 | SH | SOLE | 462,067 | 0 | 0 | ||
| VEECO INSTRUMENTS INC | COM | 922417100 | 7,262 | 489,015 | SH | SOLE | 489,015 | 0 | 0 | ||
| VISTEON CORP | COM | 92839U206 | 27,511 | 219,843 | SH | SOLE | 219,843 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 24,855 | 350,360 | SH | SOLE | 350,360 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | COM | 942749102 | 14,915 | 196,379 | SH | SOLE | 196,379 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | COM | 989207105 | 18,312 | 176,414 | SH | SOLE | 176,414 | 0 | 0 | ||