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 |
| Advanced Drainage Systems Inc | COM | 00790R104 | 24,366 | 940,757 | SH | SOLE | 940,757 | 0 | 0 | ||
| American Railcar Industries In | COM | 02916P103 | 23,452 | 626,887 | SH | SOLE | 626,887 | 0 | 0 | ||
| AO Smith Corp | COM | 831865209 | 11,402 | 179,300 | SH | SOLE | 179,300 | 0 | 0 | ||
| AquaVenture Holdings Ltd | COM | G0443N107 | 2,983 | 240,141 | SH | SOLE | 240,141 | 0 | 0 | ||
| China Rapid Finance Ltd | ADR | 16953Q105 | 174 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Ecolab Inc | COM | 278865100 | 14,666 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| Fortive Corp | COM | 34959J108 | 16,899 | 218,000 | SH | SOLE | 218,000 | 0 | 0 | ||
| Four Seasons Education Cayman Inc | ADR | 35101A101 | 252 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| GasLog Ltd | COM | G37585109 | 247 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| GasLog Partners LP | COM | Y2687W108 | 1,089 | 46,730 | SH | SOLE | 46,730 | 0 | 0 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc | REIT | 41068X100 | 9,760 | 500,532 | SH | SOLE | 500,532 | 0 | 0 | ||
| Ingersoll-Rand PLC | COM | G47791101 | 9,201 | 107,600 | SH | SOLE | 107,600 | 0 | 0 | ||
| Johnson Controls International plc | COM | G51502105 | 25,654 | 727,967 | SH | SOLE | 727,967 | 0 | 0 | ||
| Luxoft Holding Inc | COM | G57279104 | 221 | 5,400 | SH | SOLE | 5,400 | 0 | 0 | ||
| Manhattan Associates Inc | COM | 562750109 | 7,941 | 189,619 | SH | SOLE | 189,619 | 0 | 0 | ||
| MiX Telematics Ltd | ADR | 60688N102 | 11,297 | 726,478 | SH | SOLE | 726,478 | 0 | 0 | ||
| MYR Group Inc | COM | 55405W104 | 15,231 | 494,207 | SH | SOLE | 494,207 | 0 | 0 | ||
| NRG Yield Inc | COM | 62942X405 | 19,134 | 1,125,524 | SH | SOLE | 1,125,524 | 0 | 0 | ||
| Republic Services Inc | COM | 760759100 | 17,882 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| Rexnord Corp | COM | 76169B102 | 33,069 | 1,114,194 | SH | SOLE | 1,114,194 | 0 | 0 | ||
| RISE Education Cayman Ltd | ADR | 76761L102 | 383 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Rogers Corp | COM | 775133101 | 20,796 | 173,963 | SH | SOLE | 173,963 | 0 | 0 | ||
| Roper Industries Inc | COM | 776696106 | 25,262 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| Sealed Air Corp | COM | 81211K100 | 25,095 | 586,460 | SH | SOLE | 586,460 | 0 | 0 | ||
| Sensata Technologies Holding PLC | COM | G8060N102 | 25,949 | 500,652 | SH | SOLE | 500,652 | 0 | 0 | ||
| ServiceMaster Global Holdings Inc | COM | 81761R109 | 12,357 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
| Switch Inc | COM | 87105L104 | 19,947 | 1,253,732 | SH | SOLE | 1,253,732 | 0 | 0 | ||
| TE Connectivity Ltd | COM | H84989104 | 16,318 | 163,339 | SH | SOLE | 163,339 | 0 | 0 | ||
| TreeHouse Foods Inc | COM | 89469A104 | 19,830 | 518,154 | SH | SOLE | 518,154 | 0 | 0 | ||
| Trimble Navigation Ltd | COM | 896239100 | 18,061 | 503,365 | SH | SOLE | 503,365 | 0 | 0 | ||
| Veeco Instruments Inc | COM | 922417100 | 8,723 | 513,147 | SH | SOLE | 513,147 | 0 | 0 | ||
| Visteon Corp | COM | 92839U206 | 26,551 | 240,843 | SH | SOLE | 240,843 | 0 | 0 | ||
| Vivint Solar Inc | COM | 92854Q106 | 3,719 | 1,018,830 | SH | SOLE | 1,018,830 | 0 | 0 | ||
| Waste Connections Inc | COM | 94106B101 | 25,135 | 350,360 | SH | SOLE | 350,360 | 0 | 0 | ||
| Watts Water Technologies Inc | COM | 942749102 | 15,196 | 195,579 | SH | SOLE | 195,579 | 0 | 0 | ||
| Zebra Technologies Corp | COM | 989207105 | 24,555 | 176,414 | SH | SOLE | 176,414 | 0 | 0 | ||