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 | COM | 00790R104 | 116 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| Advanced Drainage Systems Inc | COM | 02916P103 | 1,999 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| American Railcar Industries In | COM | 831865209 | 2,127 | 53,887 | SH | SOLE | 53,887 | 0 | 0 | ||
| AquaVenture Holdings Ltd | COM | G0443N107 | 1,412 | 90,656 | SH | SOLE | 90,656 | 0 | 0 | ||
| China Rapid Finance Ltd | ADR | 16953Q105 | 76 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Delphi Automotive PLC | COM | 278865100 | 2,050 | 45,101 | SH | SOLE | 45,101 | 0 | 0 | ||
| Fortive Corp | COM | 34959J108 | 1,388 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Four Seasons Education Cayman Inc | ADR | 35101A101 | 206 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| Ingersoll-Rand PLC | COM | G37585109 | 682 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
| Johnson Controls International plc | COM | Y2687W108 | 1,938 | 57,963 | SH | SOLE | 57,963 | 0 | 0 | ||
| Luxoft Holding Inc | COM | 41068X100 | 199 | 5,400 | SH | SOLE | 5,400 | 0 | 0 | ||
| Manhattan Associates Inc | COM | G47791101 | 705 | 15,002 | SH | SOLE | 15,002 | 0 | 0 | ||
| MiX Telematics Ltd | ADR | G51502105 | 540 | 30,461 | SH | SOLE | 30,461 | 0 | 0 | ||
| MYR Group Inc | COM | G57279104 | 489 | 13,800 | SH | SOLE | 13,800 | 0 | 0 | ||
| NRG Yield Inc | COM | 562750109 | 1,720 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Republic Services Inc | COM | 60688N102 | 684 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Rexnord Corp | COM | 55405W104 | 2,543 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| RISE Education Cayman Ltd | ADR | 62942X405 | 353 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Rogers Corp | COM | 760759100 | 1,703 | 15,277 | SH | SOLE | 15,277 | 0 | 0 | ||
| Roper Industries Inc | COM | 76169B102 | 1,380 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Sealed Air Corp | COM | 76761L102 | 2,016 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| Sensata Technologies Holding PLC | COM | 775133101 | 2,141 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ServiceMaster Global Holdings Inc | COM | 776696106 | 952 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| Switch Inc | COM | 81211K100 | 1,643 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| TE Connectivity Ltd | COM | G8060N102 | 1,486 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| TreeHouse Foods Inc | COM | 81761R109 | 3,177 | 60,500 | SH | SOLE | 60,500 | 0 | 0 | ||
| Trimble Navigation Ltd | COM | 87105L104 | 2,039 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
| Veeco Instruments Inc | COM | H84989104 | 646 | 45,300 | SH | SOLE | 45,300 | 0 | 0 | ||
| Visteon Corp | COM | 89469A104 | 1,292 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Vivint Solar Inc | COM | 896239100 | 1,191 | 240,639 | SH | SOLE | 240,639 | 0 | 0 | ||
| Waste Connections Inc | COM | 922417100 | 1,260 | 16,744 | SH | SOLE | 16,744 | 0 | 0 | ||
| Watts Water Technologies Inc | COM | 92839U206 | 1,300 | 16,579 | SH | SOLE | 16,579 | 0 | 0 | ||
| Zebra Technologies Corp | COM | 92854Q106 | 1,862 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| Green Plains Inc | COM | 94106B101 | 1,530 | 83,612 | SH | SOLE | 83,612 | 0 | 0 | ||