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 |
| MUELLER WATER PRODUCTS INC | COM | 624758108 | 16,068 | 1,280,322 | SH | SOLE | 1,280,322 | 0 | 0 | ||
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 14,709 | 629,415 | SH | SOLE | 629,415 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 10,566 | 469,792 | SH | SOLE | 469,792 | 0 | 0 | ||
| JOHNSON CONTROLS INTERNATIONAL PLC | SHS | G51502105 | 17,773 | 381,967 | SH | SOLE | 381,967 | 0 | 0 | ||
| GASLOG LTD | SHS | G37585109 | 5,453 | 374,767 | SH | SOLE | 374,767 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING N | SHS | N7902X106 | 13,742 | 354,352 | SH | SOLE | 354,352 | 0 | 0 | ||
| AECOM TECHNOLOGY CORP | COM | 00766T100 | 10,050 | 338,029 | SH | SOLE | 338,029 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LL | COM | 55608B105 | 28,123 | 337,857 | SH | SOLE | 337,857 | 0 | 0 | ||
| NRG YIELD INC | CL C | 62942X405 | 5,647 | 332,942 | SH | SOLE | 332,942 | 0 | 0 | ||
| INGERSOLL-RAND PLC | COM | G47791101 | 21,401 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 15,387 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 14,480 | 284,488 | SH | SOLE | 284,488 | 0 | 0 | ||
| GRANITE CONSTRUCTION INC | COM | 387328107 | 13,675 | 274,935 | SH | SOLE | 274,935 | 0 | 0 | ||
| XYLEM INC/NY | COM | 98419M100 | 12,216 | 232,909 | SH | SOLE | 232,909 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | COM | 942749102 | 14,654 | 226,000 | SH | SOLE | 226,000 | 0 | 0 | ||
| AO SMITH CORP | COM | 831865209 | 20,352 | 206,012 | SH | SOLE | 206,012 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 15,221 | 203,763 | SH | SOLE | 203,763 | 0 | 0 | ||
| MOBILEYE NV | COM | N51488117 | 5,279 | 124,000 | SH | SOLE | 124,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDINGS INC | COM | 81761R109 | 3,873 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 13,907 | 114,253 | SH | SOLE | 114,253 | 0 | 0 | ||
| IDEX CORP | COM | 45167R104 | 9,357 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 15,355 | 97,785 | SH | SOLE | 97,785 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 2,055 | 96,662 | SH | SOLE | 96,662 | 0 | 0 | ||
| ROPER INDUSTRIES INC | COM | 776696106 | 16,970 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 6,985 | 87,164 | SH | SOLE | 87,164 | 0 | 0 | ||
| GASLOG PARTNERS LP | COM | Y2687W108 | 1,018 | 46,730 | SH | SOLE | 46,730 | 0 | 0 | ||