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 | 22,117 | 967,085 | SH | SOLE | 967,085 | 0 | 0 | ||
| REXNORD CORP | COM | 76169B102 | 20,067 | 863,117 | SH | SOLE | 863,117 | 0 | 0 | ||
| ADVANCED DRAINAGE SYSTEMS INC | COM | 00790R104 | 16,841 | 837,866 | SH | SOLE | 837,866 | 0 | 0 | ||
| NRG YIELD INC | COM | 62942X405 | 13,808 | 784,524 | SH | SOLE | 784,524 | 0 | 0 | ||
| VIVINT SOLAR INC | COM | 92854Q106 | 4,556 | 778,742 | SH | SOLE | 778,742 | 0 | 0 | ||
| JOHNSON CONTROLS INTERNATIONAL PLC | COM | G51502105 | 25,971 | 598,967 | SH | SOLE | 598,967 | 0 | 0 | ||
| GASLOG LTD | COM | G37585109 | 8,724 | 572,096 | SH | SOLE | 572,096 | 0 | 0 | ||
| AECOM TECHNOLOGY CORP | COM | 00766T100 | 16,235 | 502,162 | SH | SOLE | 502,162 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING N | COM | N7902X106 | 21,388 | 500,652 | SH | SOLE | 500,652 | 0 | 0 | ||
| MYR GROUP INC | COM | 55405W104 | 15,355 | 495,011 | SH | SOLE | 495,011 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 28,691 | 450,200 | SH | SOLE | 450,200 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | COM | 70338P100 | 10,581 | 443,824 | SH | SOLE | 443,824 | 0 | 0 | ||
| SEALED AIR CORP | COM | 81211K100 | 19,614 | 438,200 | SH | SOLE | 438,200 | 0 | 0 | ||
| MUELLER WATER PRODUCTS INC | COM | 624758108 | 5,117 | 438,118 | SH | SOLE | 438,118 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDINGS INC | COM | 81761R109 | 16,231 | 414,174 | SH | SOLE | 414,174 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 16,253 | 383,678 | SH | SOLE | 383,678 | 0 | 0 | ||
| AO SMITH CORP | COM | 831865209 | 21,029 | 373,324 | SH | SOLE | 373,324 | 0 | 0 | ||
| MOSAIC CO/THE | COM | 61945C103 | 8,105 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 22,570 | 350,360 | SH | SOLE | 350,360 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 5,873 | 317,800 | SH | SOLE | 317,800 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 19,574 | 308,988 | SH | SOLE | 308,988 | 0 | 0 | ||
| INGERSOLL-RAND PLC | COM | G47791101 | 25,863 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| ADIENT PLC | COM | G0084W101 | 18,352 | 280,700 | SH | SOLE | 280,700 | 0 | 0 | ||
| AQUAVENTURE HOLDINGS LTD | COM | G0443N107 | 3,647 | 239,489 | SH | SOLE | 239,489 | 0 | 0 | ||
| VISTEON CORP | COM | 92839U206 | 23,415 | 229,428 | SH | SOLE | 229,428 | 0 | 0 | ||
| MOBILEYE NV | COM | N51488117 | 14,117 | 224,800 | SH | SOLE | 224,800 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | COM | 942749102 | 12,411 | 196,379 | SH | SOLE | 196,379 | 0 | 0 | ||
| GRANITE CONSTRUCTION INC | COM | 387328107 | 6,910 | 143,240 | SH | SOLE | 143,240 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 17,331 | 130,553 | SH | SOLE | 130,553 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | COM | 989207105 | 12,189 | 121,264 | SH | SOLE | 121,264 | 0 | 0 | ||
| XYLEM INC/NY | COM | 98419M100 | 6,652 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LL | COM | 55608B105 | 9,173 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 4,433 | 111,150 | SH | SOLE | 111,150 | 0 | 0 | ||
| ROPER INDUSTRIES INC | COM | 776696106 | 21,532 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| MIX TELEMATICS LTD | COM | 60688N102 | 521 | 66,122 | SH | SOLE | 66,122 | 0 | 0 | ||
| GASLOG PARTNERS LP | COM | Y2687W108 | 1,058 | 46,730 | SH | SOLE | 46,730 | 0 | 0 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 7,346 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||