Q1 2018 Holdings
Filed 2018-04-17 | 50 holdings | $108.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | Common | 052769106 | $52.6M | 418,906 | 48.6% |
| Darling Ingredients Inc(DAR) | Common | 237266101 | $34.5M | 1,992,761 | 31.8% |
| Clean Harbors Inc(CLH) | Common | 184496107 | $17.5M | 359,036 | 16.2% |
| Danaher Corp(DHR) | Common | 235851102 | $210.0K | 2,145,144 | 0.2% |
| Xylem Inc(XYL) | Common | 98419M100 | $209.5K | 2,723,822 | 0.2% |
| Ecolab Inc(ECL) | Common | 278865100 | $197.5K | 1,441,003 | 0.2% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $186.3K | 2,268,749 | 0.2% |
| Watts Water Technologies Inc(WTS) | Common | 942749102 | $175.7K | 2,260,776 | 0.2% |
| Agilent Technologies Inc(A) | Common | 00846U101 | $158.8K | 2,373,341 | 0.1% |
| Idex Corp(IEX) | Common | 45167R104 | $147.4K | 1,034,297 | 0.1% |
| Trimble Inc(TRMB) | Common | 896239100 | $139.5K | 3,887,710 | 0.1% |
| AO Smith Corp(AOS) | Common | 831865209 | $126.0K | 1,980,657 | 0.1% |
| Sealed Air Corp(SEE) | Common | 81211K100 | $112.1K | 2,619,959 | 0.1% |
| Advanced Drainage Systems Inc(WMS) | Common | 00790R104 | $111.4K | 4,301,895 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $103.2K | 1,442,981 | 0.1% |
| PTC Inc(PTC) | Common | 69370C100 | $93.6K | 1,199,281 | 0.1% |
| Cia de Saneamento Basico do Es(SAJA) | ADR | 20441A102 | $93.3K | 8,810,622 | 0.1% |
| Franklin Electric Co Inc(FELE) | Common | 353514102 | $91.2K | 2,237,880 | 0.1% |
| Rexnord Corp | Common | 76169B102 | $89.4K | 3,010,528 | 0.1% |
| WestRock Co(WRKUSD) | Common | 96145D105 | $85.0K | 1,325,054 | 0.1% |
| Valmont Industries Inc(VMI) | Common | 920253101 | $80.0K | 546,752 | 0.1% |
| Power Integrations Inc(POWI) | Common | 739276103 | $75.5K | 1,104,420 | 0.1% |
| Mueller Water Products Inc(MWA) | Common | 624758108 | $75.1K | 6,910,436 | 0.1% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $73.7K | 529,845 | 0.1% |
| Aqua America Inc | Common | 03836W103 | $72.0K | 2,112,582 | 0.1% |
| PerkinElmer Inc(RVTY) | Common | 714046109 | $71.0K | 937,235 | 0.1% |
| Praxair Inc | Common | 74005P104 | $64.8K | 449,092 | 0.1% |
| Lindsay Corp(LNN) | Common | 535555106 | $58.0K | 633,849 | 0.1% |
| Pool Corp(POOL) | Common | 73278L105 | $57.7K | 394,552 | 0.1% |
| Badger Meter Inc(BMI) | Common | 056525108 | $56.9K | 1,206,966 | 0.1% |
| Waste Management Inc(WM) | Common | 94106L109 | $54.7K | 650,261 | 0.1% |
| Welbilt Inc | Common | 949090104 | $51.7K | 2,656,904 | 0.0% |
| Hubbell Inc(HUBB) | Common | 443510607 | $48.9K | 401,440 | 0.0% |
| Waters Corp(WAT) | Common | 941848103 | $48.3K | 243,271 | 0.0% |
| Generac Holdings Inc(GNRC) | Common | 368736104 | $47.3K | 1,030,272 | 0.0% |
| Rayonier Inc(RYN) | Common | 754907103 | $46.5K | 1,323,088 | 0.0% |
| Toro Co(TTC) | Common | 891092108 | $45.8K | 733,363 | 0.0% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $39.4K | 698,585 | 0.0% |
| Lennox International Inc(LII) | Common | 526107107 | $34.5K | 168,735 | 0.0% |
| United Natural Foods Inc(UNFI) | Common | 911163103 | $32.7K | 762,221 | 0.0% |
| SunPower Corp(SPWRQ) | Common | 867652406 | $24.8K | 3,102,774 | 0.0% |
| Fortive Corp(FTV) | Common | 34959J108 | $24.6K | 317,108 | 0.0% |
| Sprouts Farmers Market Inc(SFM) | Common | 85208M102 | $24.5K | 1,042,587 | 0.0% |
| Sonoco Products Co(SON) | Common | 835495102 | $23.8K | 489,710 | 0.0% |
| Starbucks Corp(SBUX) | Common | 855244109 | $22.6K | 390,130 | 0.0% |
| BorgWarner Inc(BWA) | Common | 099724106 | $20.6K | 410,920 | 0.0% |
| Campbell Soup Co(CPB) | Common | 134429109 | $20.5K | 472,900 | 0.0% |
| Bemis Co Inc | Common | 081437105 | $16.6K | 382,000 | 0.0% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $12.7K | 281,416 | 0.0% |
| Middlesex Water Co(MSEX) | Common | 596680108 | $9.5K | 259,513 | 0.0% |