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 | 16,800 | 1,262,200 | SH | SOLE | 1,262,200 | 0 | 0 | ||
| HANNON ARMSTRONG SUSTAINABLE INC | REIT | 41068X100 | 11,888 | 626,015 | SH | SOLE | 626,015 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | COM | 70338P100 | 9,776 | 514,792 | SH | SOLE | 514,792 | 0 | 0 | ||
| AECOM TECHNOLOGY CORP | COM | 00766T100 | 16,708 | 459,529 | SH | SOLE | 459,529 | 0 | 0 | ||
| NRG YIELD INC | COM | 62942X405 | 6,572 | 415,942 | SH | SOLE | 415,942 | 0 | 0 | ||
| JOHNSON CONTROLS INTERNATIONAL PLC | COM | G51502105 | 15,733 | 381,967 | SH | SOLE | 381,967 | 0 | 0 | ||
| AO SMITH CORP | COM | 831865209 | 18,060 | 381,424 | SH | SOLE | 381,424 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 5,845 | 364,399 | SH | SOLE | 364,399 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING N.V | COM | N7902X106 | 14,192 | 364,352 | SH | SOLE | 364,352 | 0 | 0 | ||
| GASLOG LTD | COM | G37585109 | 5,712 | 354,767 | SH | SOLE | 354,767 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 19,397 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LLC | COM | 55608B105 | 27,603 | 337,857 | SH | SOLE | 337,857 | 0 | 0 | ||
| INGERSOLL-RAND PLC | COM | G47791101 | 23,638 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 15,257 | 284,488 | SH | SOLE | 284,488 | 0 | 0 | ||
| MOBILEYE NV | COM | N51488117 | 9,629 | 252,600 | SH | SOLE | 252,600 | 0 | 0 | ||
| GRANITE CONSTRUCTION INC | COM | 387328107 | 13,309 | 241,978 | SH | SOLE | 241,978 | 0 | 0 | ||
| XYLEM INC/NY | COM | 98419M100 | 11,534 | 232,909 | SH | SOLE | 232,909 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDINGS INC | COM | 81761R109 | 8,520 | 226,174 | SH | SOLE | 226,174 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 16,014 | 203,763 | SH | SOLE | 203,763 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | COM | 942749102 | 13,170 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | COM | G27823106 | 10,709 | 159,000 | SH | SOLE | 159,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 14,717 | 125,553 | SH | SOLE | 125,553 | 0 | 0 | ||
| ROPER INDUSTRIES INC | COM | 776696106 | 17,026 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| ADIENT PLC | COM | G0084W101 | 4,559 | 77,796 | SH | SOLE | 77,796 | 0 | 0 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 11,903 | 77,713 | SH | SOLE | 77,713 | 0 | 0 | ||
| IDEX CORP | COM | 45167R104 | 6,357 | 70,583 | SH | SOLE | 70,583 | 0 | 0 | ||
| GASLOG PARTNERS LP | COM | Y2687W108 | 960 | 46,730 | SH | SOLE | 46,730 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 237 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| VISTEON CORP | COM | 92839U206 | 241 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||