Q2 2013 Holdings
Filed 2013-08-14 | 40 holdings | $37.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | Common | 184496107 | $37.1M | 732,541 | 97.9% |
| Pentair Ltd | Common | 709631105 | $58.9K | 1,018,390 | 0.2% |
| Pall Corp | Common | 696429307 | $55.9K | 841,352 | 0.1% |
| Xylem Inc(XYL) | Common | 98419M100 | $54.3K | 2,017,191 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $46.3K | 1,091,564 | 0.1% |
| Watts Water technologies(WTS) | Common | 942749102 | $41.1K | 903,675 | 0.1% |
| Ecolab Inc(ECL) | Common | 278865100 | $40.5K | 473,193 | 0.1% |
| Clarcor Inc | Common | 179895107 | $37.7K | 717,927 | 0.1% |
| Regal Beloit(RRX) | Common | 758750103 | $35.6K | 545,295 | 0.1% |
| Tetra Tech Inc(TTEK) | Common | 88162G103 | $30.1K | 1,279,860 | 0.1% |
| Borgwarner Inc(BWA) | Common | 099724106 | $25.8K | 298,478 | 0.1% |
| LKQ Corp(LKQ) | Common | 501889208 | $25.8K | 992,618 | 0.1% |
| Stericycle Inc(SRCLEUR) | Common | 858912108 | $25.5K | 229,468 | 0.1% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $24.4K | 591,881 | 0.1% |
| Franklin Electric Co Inc(FELE) | Common | 353514102 | $23.5K | 694,736 | 0.1% |
| Danaher Corp(DHR) | Common | 235851102 | $21.9K | 345,339 | 0.1% |
| California Water Service(CWT) | Common | 130788102 | $19.5K | 1,000,362 | 0.1% |
| Agilent Technologies Inc(A) | Common | 00846U101 | $18.1K | 423,123 | 0.0% |
| Roper Industries Inc(ROP) | Common | 776696106 | $17.9K | 144,487 | 0.0% |
| Schnitzer Steel Inds Inc(SCHN1EUR) | Common | 806882106 | $17.0K | 727,794 | 0.0% |
| Toro Co(TTC) | Common | 891092108 | $16.3K | 357,921 | 0.0% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $15.8K | 440,400 | 0.0% |
| Aqua America Inc | Common | 03836W103 | $14.2K | 454,900 | 0.0% |
| Badger Meter Inc(BMI) | Common | 056525108 | $13.9K | 311,084 | 0.0% |
| Perkinelmer Inc(RVTY) | Common | 714046109 | $13.7K | 422,160 | 0.0% |
| Ormat Technologies(ORA) | Common | 686688102 | $13.0K | 551,568 | 0.0% |
| Idex Corp(IEX) | Common | 45167R104 | $12.4K | 230,835 | 0.0% |
| Power Integrations Inc(POWI) | Common | 739276103 | $12.0K | 294,050 | 0.0% |
| Rexnord Corp | Common | 76169B102 | $9.3K | 554,505 | 0.0% |
| Sims Group Ltd | Common | 829160100 | $7.7K | 1,018,918 | 0.0% |
| Gorman-Rupp Co(GRC) | Common | 383082104 | $7.7K | 240,864 | 0.0% |
| Valmont Industries(VMI) | Common | 920253101 | $7.4K | 51,400 | 0.0% |
| Aegion Corp | Common | 457667103 | $7.1K | 313,800 | 0.0% |
| Emerson Electric Co(EMR) | Common | 291011104 | $6.5K | 119,560 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | Common | 883556102 | $5.3K | 62,112 | 0.0% |
| Republic Services Inc(RSG) | Common | 760759100 | $3.8K | 110,048 | 0.0% |
| Hubbell Inc | Common | 443510201 | $3.1K | 30,877 | 0.0% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $3.0K | 40,300 | 0.0% |
| Metalico Inc | Common | 591176102 | $2.0K | 1,676,726 | 0.0% |
| 3M Co(MMM) | Common | 88579Y101 | $1.9K | 17,000 | 0.0% |