Q1 2014 Holdings
Filed 2014-05-23 | 41 holdings | $53.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | Common | 184496107 | $52.7M | 962,664 | 98.0% |
| Pall Corp | Common | 696429307 | $79.1K | 884,572 | 0.1% |
| Watts Water Technologies(WTS) | Common | 942749102 | $61.6K | 1,049,823 | 0.1% |
| Pentair LTD(PNR) | Common | H6169Q108 | $60.9K | 767,786 | 0.1% |
| Xylem Inc(XYL) | Common | 98419M100 | $54.9K | 1,506,715 | 0.1% |
| Trimble Navigation LTD(TRMB) | Common | 896239100 | $47.5K | 1,221,069 | 0.1% |
| Clarcor Inc | Common | 179895107 | $41.1K | 717,360 | 0.1% |
| California Water Service GRP(CWT) | Common | 130788102 | $39.3K | 1,641,662 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $38.7K | 1,089,049 | 0.1% |
| Danaher Corp(DHR) | Common | 235851102 | $38.3K | 509,939 | 0.1% |
| Borgwarner Inc(BWA) | Common | 099724106 | $37.7K | 612,904 | 0.1% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $35.7K | 786,981 | 0.1% |
| Roper Industries Inc(ROP) | Common | 776696106 | $35.4K | 265,387 | 0.1% |
| LKQ Corp(LKQ) | Common | 501889208 | $35.4K | 1,343,357 | 0.1% |
| Schnitzer Steel Inds Inc(SCHN1EUR) | Common | 806882106 | $32.5K | 1,128,434 | 0.1% |
| Tetra Tech Inc(TTEK) | Common | 88162G103 | $28.8K | 973,873 | 0.1% |
| Perkinelmer Inc(RVTY) | Common | 714046109 | $28.5K | 632,860 | 0.1% |
| Regal Beloit(RRX) | Common | 758750103 | $27.9K | 383,335 | 0.1% |
| Valmont Industries(VMI) | Common | 920253101 | $27.7K | 186,200 | 0.1% |
| Agilent Technologies Inc(A) | Common | 00846U101 | $22.1K | 396,023 | 0.0% |
| Stericycle Inc(SRCLEUR) | Common | 858912108 | $21.9K | 192,618 | 0.0% |
| Lindsay Corp(LNN) | Common | 535555106 | $21.2K | 240,626 | 0.0% |
| Aqua America Inc | Common | 03836W103 | $19.4K | 772,500 | 0.0% |
| Mueller Water Products Inc(MWA) | Common | 624758108 | $19.3K | 2,035,300 | 0.0% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $18.9K | 446,100 | 0.0% |
| Aegion Corp(AEGN) | Common | 00770F104 | $17.4K | 686,500 | 0.0% |
| Flowserve Corp(FLS) | Common | 34354P105 | $17.4K | 221,300 | 0.0% |
| Smith (A.O.) Corp(AOS) | Common | 831865209 | $17.1K | 371,500 | 0.0% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $16.5K | 548,968 | 0.0% |
| Ecolab Inc(ECL) | Common | 278865100 | $16.1K | 149,079 | 0.0% |
| Generac Holdings Inc(GNRC) | Common | 368736104 | $15.3K | 259,016 | 0.0% |
| Badger Meter Inc(BMI) | Common | 056525108 | $14.6K | 264,300 | 0.0% |
| Idex Corp(IEX) | Common | 45167R104 | $14.3K | 195,785 | 0.0% |
| Toro Co(TTC) | Common | 891092108 | $12.8K | 202,921 | 0.0% |
| Emerson Electric Co(EMR) | Common | 291011104 | $9.0K | 135,260 | 0.0% |
| Enernoc Inc | Common | 292764107 | $7.4K | 331,437 | 0.0% |
| Quanta Services Inc(PWR) | Common | 74762E102 | $6.5K | 177,100 | 0.0% |
| Republic Services Inc(RSG) | Common | 760759100 | $4.4K | 127,043 | 0.0% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $2.8K | 21,100 | 0.0% |
| Hubbell Inc | Common | 443510201 | $2.7K | 22,377 | 0.0% |
| Metalico Inc | Common | 591176102 | $2.4K | 1,481,960 | 0.0% |