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