The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 COM 41068X100 22,722 932,385 SH   SOLE   932,385 0 0
ADVANCED DRAINAGE SYSTEMS INC COM 00790R104 18,271 902,266 SH   SOLE   902,266 0 0
REXNORD CORP COM 76169B102 21,932 863,117 SH   SOLE   863,117 0 0
NRG YIELD INC COM 62942X405 15,180 786,524 SH   SOLE   786,524 0 0
JOHNSON CONTROLS INTERNATIONAL PLC COM G51502105 28,000 694,967 SH   SOLE   694,967 0 0
MYR GROUP INC COM 55405W104 17,514 601,034 SH   SOLE   601,034 0 0
GASLOG LTD COM G37585109 9,983 572,096 SH   SOLE   572,096 0 0
SEALED AIR CORP COM 81211K100 22,939 536,960 SH   SOLE   536,960 0 0
MIX TELEMATICS LTD COM 60688N102 5,156 519,805 SH   SOLE   519,805 0 0
AECOM TECHNOLOGY CORP COM 00766T100 18,485 502,162 SH   SOLE   502,162 0 0
SENSATA TECHNOLOGIES HOLDING N COM N7902X106 24,066 500,652 SH   SOLE   500,652 0 0
REPUBLIC SERVICES INC COM 760759100 29,740 450,200 SH   SOLE   450,200 0 0
SERVICEMASTER GLOBAL HOLDINGS INC COM 81761R109 20,523 439,174 SH   SOLE   439,174 0 0
MOSAIC CO/THE COM 61945C103 8,355 387,000 SH   SOLE   387,000 0 0
PATTERN ENERGY GROUP INC COM 70338P100 8,698 360,893 SH   SOLE   360,893 0 0
WASTE CONNECTIONS INC COM 94106B101 24,511 350,360 SH   SOLE   350,360 0 0
AO SMITH CORP COM 831865209 19,092 321,245 SH   SOLE   321,245 0 0
TPI COMPOSITES INC COM 87266J104 6,908 309,200 SH   SOLE   309,200 0 0
AMERICAN RAILCAR INDUSTRIES IN COM 02916P103 11,795 305,559 SH   SOLE   305,559 0 0
FORTIVE CORP COM 34959J108 20,889 295,088 SH   SOLE   295,088 0 0
INGERSOLL-RAND PLC COM G47791101 24,254 272,000 SH   SOLE   272,000 0 0
AQUAVENTURE HOLDINGS LTD COM G0443N107 3,132 231,989 SH   SOLE   231,989 0 0
VISTEON CORP COM 92839U206 28,384 229,328 SH   SOLE   229,328 0 0
ADIENT PLC COM G0084W101 16,798 200,000 SH   SOLE   200,000 0 0
WATTS WATER TECHNOLOGIES INC COM 942749102 13,589 196,379 SH   SOLE   196,379 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105 16,793 154,664 SH   SOLE   154,664 0 0
ECOLAB INC COM 278865100 16,790 130,553 SH   SOLE   130,553 0 0
FIRST SOLAR INC COM 336433107 4,933 107,510 SH   SOLE   107,510 0 0
ROPER INDUSTRIES INC COM 776696106 21,906 90,000 SH   SOLE   90,000 0 0
GASLOG PARTNERS LP COM Y2687W108 1,086 46,730 SH   SOLE   46,730 0 0
CHINA RAPID FINANCE LTD COM 16953Q105 231 35,000 SH   SOLE   35,000 0 0
LENNOX INTERNATIONAL INC COM 526107107 5,369 30,000 SH   SOLE   30,000 0 0
MACQUARIE INFRASTRUCTURE CO LL COM 55608B105 1,588 22,000 SH   SOLE   22,000 0 0
HDFC BANK LTD COM 40415F101 75 2,700 SH   SOLE   2,700 0 0
RYB EDUCATION INC COM 74979W101 29 1,000 SH   SOLE   1,000 0 0