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 |
| HANNON ARMSTRONG SUSTAINABLE I | REIT | 41068X100 | 19,355 | 958,160 | SH | SOLE | 958,160 | 0 | 0 | ||
| MUELLER WATER PRODUCTS INC | COM | 624758108 | 9,633 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| NRG YIELD INC | COM | 62942X405 | 11,086 | 626,324 | SH | SOLE | 626,324 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | COM | 70338P100 | 10,363 | 514,792 | SH | SOLE | 514,792 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING N | COM | N7902X106 | 21,863 | 500,652 | SH | SOLE | 500,652 | 0 | 0 | ||
| JOHNSON CONTROLS INTERNATIONAL PLC | COM | G51502105 | 21,016 | 498,967 | SH | SOLE | 498,967 | 0 | 0 | ||
| REXNORD CORP | COM | 76169B102 | 10,026 | 434,418 | SH | SOLE | 434,418 | 0 | 0 | ||
| AECOM TECHNOLOGY CORP | COM | 00766T100 | 15,025 | 422,162 | SH | SOLE | 422,162 | 0 | 0 | ||
| AO SMITH CORP | COM | 831865209 | 19,483 | 380,824 | SH | SOLE | 380,824 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 15,411 | 368,778 | SH | SOLE | 368,778 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 21,355 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LL | COM | 55608B105 | 27,225 | 337,857 | SH | SOLE | 337,857 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 6,273 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| INGERSOLL-RAND PLC | COM | G47791101 | 23,501 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 17,132 | 284,488 | SH | SOLE | 284,488 | 0 | 0 | ||
| ADIENT PLC | COM | G0084W101 | 18,004 | 247,746 | SH | SOLE | 247,746 | 0 | 0 | ||
| VISTEON CORP | COM | 92839U206 | 22,472 | 229,428 | SH | SOLE | 229,428 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDINGS INC | COM | 81761R109 | 9,443 | 226,174 | SH | SOLE | 226,174 | 0 | 0 | ||
| MOBILEYE NV | COM | N51488117 | 13,803 | 224,800 | SH | SOLE | 224,800 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | COM | 942749102 | 12,244 | 196,379 | SH | SOLE | 196,379 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 16,864 | 191,163 | SH | SOLE | 191,163 | 0 | 0 | ||
| AQUAVENTURE HOLDINGS LTD | COM | G0443N107 | 3,182 | 186,389 | SH | SOLE | 186,389 | 0 | 0 | ||
| GRANITE CONSTRUCTION INC | COM | 387328107 | 9,132 | 181,943 | SH | SOLE | 181,943 | 0 | 0 | ||
| GASLOG LTD | COM | G37585109 | 2,763 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| XYLEM INC/NY | COM | 98419M100 | 8,043 | 160,161 | SH | SOLE | 160,161 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | COM | G27823106 | 10,661 | 132,450 | SH | SOLE | 132,450 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 16,364 | 130,553 | SH | SOLE | 130,553 | 0 | 0 | ||
| ROPER INDUSTRIES INC | COM | 776696106 | 19,204 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| IDEX CORP | COM | 45167R104 | 5,611 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 8,679 | 51,877 | SH | SOLE | 51,877 | 0 | 0 | ||
| GASLOG PARTNERS LP | COM | Y2687W108 | 1,145 | 46,730 | SH | SOLE | 46,730 | 0 | 0 | ||