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 |
| Acuity Brands Inc | Common | 00508Y102 | 11,689 | 83,978 | SH | SOLE | 0 | 83,978 | 0 | 0 | |
| Advanced Drainage Systems Inc | Common | 00790R104 | 10,342 | 399,318 | SH | SOLE | 0 | 399,318 | 0 | 0 | |
| American Water Works Co Inc | Common | 030420103 | 19,370 | 235,844 | SH | SOLE | 0 | 235,844 | 0 | 0 | |
| AO Smith Corp | Common | 831865209 | 19,178 | 301,583 | SH | SOLE | 0 | 301,583 | 0 | 0 | |
| Badger Meter Inc | Common | 056525108 | 11,972 | 253,917 | SH | SOLE | 0 | 253,917 | 0 | 0 | |
| Cia de Saneamento Basico do Es | ADR | 20441A102 | 14,369 | 1,356,883 | SH | SOLE | 0 | 1,356,883 | 0 | 0 | |
| Clean Harbors Inc | Common | 184496107 | 12,882 | 263,916 | SH | SOLE | 0 | 263,916 | 0 | 0 | |
| Donaldson Co Inc | Common | 257651109 | 9,511 | 211,119 | SH | SOLE | 0 | 211,119 | 0 | 0 | |
| Franklin Electric Co Inc | Common | 353514102 | 15,043 | 369,163 | SH | SOLE | 0 | 369,163 | 0 | 0 | |
| Generac Holdings Inc | Common | 368736104 | 21,431 | 466,805 | SH | SOLE | 0 | 466,805 | 0 | 0 | |
| Itron Inc | Common | 465741106 | 16,642 | 232,588 | SH | SOLE | 0 | 232,588 | 0 | 0 | |
| Lennox International Inc | Common | 526107107 | 13,991 | 68,460 | SH | SOLE | 0 | 68,460 | 0 | 0 | |
| Ormat Technologies Inc | Common | 686688102 | 17,371 | 308,106 | SH | SOLE | 0 | 308,106 | 0 | 0 | |
| Power Integrations Inc | Common | 739276103 | 21,147 | 309,398 | SH | SOLE | 0 | 309,398 | 0 | 0 | |
| PTC Inc | Common | 69370C100 | 18,645 | 239,011 | SH | SOLE | 0 | 239,011 | 0 | 0 | |
| Rayonier Inc | Common | 754907103 | 19,380 | 550,881 | SH | SOLE | 0 | 550,881 | 0 | 0 | |
| SunPower Corp | Common | 867652406 | 7,961 | 997,573 | SH | SOLE | 0 | 997,573 | 0 | 0 | |
| Trimble Inc | Common | 896239100 | 14,467 | 403,205 | SH | SOLE | 0 | 403,205 | 0 | 0 | |
| United Natural Foods Inc | Common | 911163103 | 14,816 | 345,037 | SH | SOLE | 0 | 345,037 | 0 | 0 | |
| Watts Water Technologies Inc | Common | 942749102 | 19,414 | 249,857 | SH | SOLE | 0 | 249,857 | 0 | 0 | |
| Welbilt Inc | Common | 949090104 | 16,131 | 829,363 | SH | SOLE | 0 | 829,363 | 0 | 0 | |
| Xylem Inc/NY | Common | 98419M100 | 19,235 | 250,059 | SH | SOLE | 0 | 250,059 | 0 | 0 | |