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 |
| MACQUARIE INFRASTRUCTURE CO LL | COM | 55608B105 | 25,018 | 337,857 | SH | SOLE | 337,857 | 0 | 0 | ||
| JOHNSON CONTROLS INC | COM | 478366107 | 20,230 | 457,064 | SH | SOLE | 457,064 | 0 | 0 | ||
| INGERSOLL-RAND PLC | COM | G47791101 | 20,059 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| FLEETMATICS GROUP PLC | COM | G35569105 | 20,014 | 461,890 | SH | SOLE | 461,890 | 0 | 0 | ||
| AO SMITH CORP | COM | 831865209 | 18,152 | 206,012 | SH | SOLE | 206,012 | 0 | 0 | ||
| MUELLER WATER PRODUCTS INC | COM | 624758108 | 17,250 | 1,510,500 | SH | SOLE | 1,510,500 | 0 | 0 | ||
| DANAHER CORP | COM | 235851102 | 15,964 | 158,064 | SH | SOLE | 158,064 | 0 | 0 | ||
| ROPER INDUSTRIES INC | COM | 776696106 | 15,862 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 15,650 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 15,474 | 172,398 | SH | SOLE | 172,398 | 0 | 0 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 13,944 | 97,785 | SH | SOLE | 97,785 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 13,550 | 114,253 | SH | SOLE | 114,253 | 0 | 0 | ||
| GRANITE CONSTRUCTION INC | COM | 387328107 | 10,041 | 220,431 | SH | SOLE | 220,431 | 0 | 0 | ||
| IDEX CORP | COM | 45167R104 | 8,876 | 108,118 | SH | SOLE | 108,118 | 0 | 0 | ||
| GASLOG LTD | COM | G37585109 | 5,147 | 396,500 | SH | SOLE | 396,500 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | COM | 942749102 | 1,981 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | COM | 989207105 | 1,979 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
| HANNON ARMSTRONG SUSTAINABLE | COM | 41068X100 | 1,689 | 78,200 | SH | SOLE | 78,200 | 0 | 0 | ||
| XYLEM INC/NY | COM | 98419M100 | 1,072 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 937 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| WHOLE FOODS MARKET INC | COM | 966837106 | 544 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||