Q1 2013 Holdings
Filed 2013-07-03 | 39 holdings | $44.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors(CLH) | Common | 184496107 | $43.6M | 751,141 | 98.4% |
| Pall Corp | Common | 696429307 | $50.5K | 738,352 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $48.8K | 1,051,464 | 0.1% |
| Pentair Inc | Common | 709631105 | $47.5K | 900,190 | 0.1% |
| Regal Beloit(RRX) | Common | 758750103 | $43.1K | 527,895 | 0.1% |
| Watts Water(WTS) | Common | 942749102 | $41.4K | 863,382 | 0.1% |
| Clarcor | Common | 179895107 | $40.0K | 7,643,237 | 0.1% |
| Xylem Inc(XYL) | Common | 98419M100 | $35.7K | 1,296,661 | 0.1% |
| Ecolab Inc(ECL) | Common | 278865100 | $33.1K | 411,693 | 0.1% |
| Tetra Tech(TTEK) | Common | 88162G103 | $29.9K | 979,315 | 0.1% |
| Sims Group | Common | 829160100 | $25.3K | 238,668 | 0.1% |
| Stericycle(SRCLEUR) | Common | 858912108 | $25.3K | 238,668 | 0.1% |
| Borgwarner(BWA) | Common | 099724106 | $25.0K | 323,678 | 0.1% |
| LKQ Corp(LKQ) | Common | 501889208 | $22.9K | 1,054,818 | 0.1% |
| Power Integrations(POWI) | Common | 739276103 | $19.9K | 458,838 | 0.0% |
| Agilent technologies(A) | Common | 00846U101 | $18.7K | 443,823 | 0.0% |
| Schnitzer Steel Ind.(SCHN1EUR) | Common | 806882106 | $18.3K | 687,394 | 0.0% |
| American Water works(AWK) | Common | 030420103 | $17.6K | 425,181 | 0.0% |
| ICF International Inc(ICFI) | Common | 44925C103 | $16.6K | 610,846 | 0.0% |
| Donladson(DCI) | Common | 257651109 | $16.4K | 453,600 | 0.0% |
| Danaher Group(DHR) | Common | 235851102 | $16.0K | 257,639 | 0.0% |
| Ormat Technologies(ORA) | Common | 686688102 | $15.8K | 764,362 | 0.0% |
| Franklin Electric(FELE) | Common | 353514102 | $15.6K | 464,170 | 0.0% |
| Badger Meter(BMI) | common | 056525108 | $14.8K | 276,937 | 0.0% |
| Thermo Fisher Scientific(TMO) | Common | 883556102 | $13.1K | 170,562 | 0.0% |
| Roper Industries(ROP) | Common | 776696106 | $10.4K | 81,587 | 0.0% |
| Idex(IEX) | Common | 45167R104 | $9.9K | 185,435 | 0.0% |
| Aqua America | Common | 03826W103 | $8.7K | 277,600 | 0.0% |
| Emerson electric(EMR) | Common | 291011104 | $7.3K | 129,860 | 0.0% |
| Toro(TTC) | Common | 891092108 | $6.0K | 131,100 | 0.0% |
| Republic Services(RSG) | Common | 760759100 | $5.7K | 170,448 | 0.0% |
| Perkinelmer(RVTY) | Common | 714046109 | $5.6K | 167,860 | 0.0% |
| Rexnord Corp | Common | 76169B102 | $4.8K | 224,305 | 0.0% |
| Gorman-Rupp(GRC) | Common | 383082104 | $4.7K | 154,964 | 0.0% |
| Aegion corp | Common | 457667103 | $3.1K | 132,700 | 0.0% |
| Hubbell Inc | Common | 443510201 | $3.0K | 31,077 | 0.0% |
| Metalico Inc | Common | 591176102 | $2.7K | 1,676,726 | 0.0% |
| Acuity Brands | Common | 00508Y101 | $1.4K | 12,900 | 0.0% |
| 3M(MMM) | Common | 88579Y101 | $1.4K | 12,900 | 0.0% |