Q4 2013 Holdings
Filed 2014-02-11 | 41 holdings | $57.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | Common | 184496107 | $56.6M | 948,014 | 98.2% |
| Pentair LTD(PNR) | Common | H6169Q108 | $81.8K | 1,055,020 | 0.1% |
| Pall Corp | Common | 696429307 | $77.5K | 909,172 | 0.1% |
| Clarcor Inc | Common | 179895107 | $51.9K | 805,160 | 0.1% |
| Xylem Inc(XYL) | Common | 98419M100 | $51.6K | 1,491,515 | 0.1% |
| Watts Water Technologies(WTS) | Common | 942749102 | $50.7K | 820,595 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $46.0K | 1,109,034 | 0.1% |
| Tetra Tech Inc(TTEK) | Common | 88162G103 | $38.1K | 1,362,360 | 0.1% |
| California Water Service GRP(CWT) | Common | 130788102 | $36.4K | 1,579,762 | 0.1% |
| Borgwarner Inc(BWA) | Common | 099724106 | $34.4K | 616,456 | 0.1% |
| Schnitzer Steel Inds Inc(SCHN1EUR) | Common | 806882106 | $33.6K | 1,023,534 | 0.1% |
| LKQ Corp(LKQ) | Common | 501889208 | $33.1K | 1,006,710 | 0.1% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $32.7K | 773,581 | 0.1% |
| Roper Industries Inc(ROP) | Common | 776696106 | $31.0K | 223,587 | 0.1% |
| Danaher Corp(DHR) | Common | 235851102 | $30.3K | 392,339 | 0.1% |
| Trimble Navigation LTD(TRMB) | Common | 896239100 | $29.8K | 859,149 | 0.1% |
| Franklin Electric Co Inc(FELE) | Common | 353514102 | $29.4K | 657,836 | 0.1% |
| Perkinelmer Inc(RVTY) | Common | 714046109 | $28.2K | 685,060 | 0.0% |
| Regal Beloit(RRX) | Common | 758750103 | $28.1K | 380,335 | 0.0% |
| Agilent Technologies Inc(A) | Common | 00846U101 | $27.0K | 470,723 | 0.0% |
| Stericycle Inc(SRCLEUR) | Common | 858912108 | $26.8K | 231,468 | 0.0% |
| Aegion Corp(AEGN) | Common | 00770F104 | $20.5K | 935,600 | 0.0% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $20.3K | 466,600 | 0.0% |
| Valmont Industries(VMI) | Common | 920253101 | $19.4K | 130,000 | 0.0% |
| Badger Meter Inc(BMI) | Common | 056525108 | $17.3K | 318,917 | 0.0% |
| Rexnord Corp | Common | 76169B102 | $17.0K | 628,105 | 0.0% |
| Idex Corp(IEX) | Common | 45167R104 | $16.7K | 226,035 | 0.0% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $15.4K | 567,768 | 0.0% |
| Mueller Water Products Inc(MWA) | Common | 624758108 | $15.0K | 1,600,400 | 0.0% |
| Lindsay Corp(LNN) | Common | 535555106 | $14.8K | 178,500 | 0.0% |
| Ecolab Inc(ECL) | Common | 278865100 | $12.2K | 116,379 | 0.0% |
| Emerson Electric Co(EMR) | Common | 291011104 | $11.8K | 168,460 | 0.0% |
| Aqua America Inc | Common | 03836W103 | $10.2K | 432,200 | 0.0% |
| Toro Co(TTC) | Common | 891092108 | $9.9K | 154,921 | 0.0% |
| Quanta Services Inc(PWR) | Common | 74762E102 | $8.1K | 257,200 | 0.0% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $4.4K | 40,300 | 0.0% |
| Republic Services Inc(RSG) | Common | 760759100 | $3.5K | 104,843 | 0.0% |
| Metalico Inc | Common | 591176102 | $3.4K | 1,676,726 | 0.0% |
| 3M Co(MMM) | Common | 88579Y101 | $3.0K | 21,300 | 0.0% |
| Hubbell Inc | Common | 443510201 | $2.4K | 22,377 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | Common | 883556102 | $1.2K | 10,400 | 0.0% |