Q4 2014 Holdings
Filed 2015-02-19 | 25 holdings | $308.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xylem Inc(XYL) | Common | 98419M100 | $18.6M | 487,838 | 6.0% |
| Pall Corp | Common | 696429307 | $18.5M | 182,937 | 6.0% |
| Stericycle Inc(SRCLEUR) | Common | 858912108 | $17.1M | 130,638 | 5.6% |
| LKQ Corp(LKQ) | Common | 501889208 | $16.8M | 598,956 | 5.5% |
| Borgwarner Inc(BWA) | Common | 099724106 | $16.6M | 301,388 | 5.4% |
| Clean Harbors Inc(CLH) | Common | 184496107 | $14.3M | 297,343 | 4.6% |
| Itron Inc(ITRI) | Common | 465741106 | $14.2M | 335,740 | 4.6% |
| Pentair LTD(PNR) | Common | H6169Q108 | $14.2M | 213,786 | 4.6% |
| Clarcor Inc | Common | 179895107 | $14.0M | 210,107 | 4.6% |
| Generac Holdings Inc(GNRC) | Common | 368736104 | $13.9M | 297,141 | 4.5% |
| Watts Water Technologies(WTS) | Common | 942749102 | $13.3M | 210,262 | 4.3% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $13.1M | 339,864 | 4.3% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $12.7M | 238,805 | 4.1% |
| Smith (A.O.) Corp(AOS) | Common | 831865209 | $12.6M | 223,772 | 4.1% |
| Sensata Technologies Holding(ST) | Common | N7902X106 | $11.9M | 227,422 | 3.9% |
| Badger Meter Inc(BMI) | Common | 056525108 | $10.4M | 174,555 | 3.4% |
| California Water Service GRP(CWT) | Common | 130788102 | $10.0M | 407,359 | 3.3% |
| Hollysys Automation Technolo | Common | G45667105 | $9.8M | 402,716 | 3.2% |
| Trimble Navigation LTD(TRMB) | Common | 896239100 | $9.8M | 369,652 | 3.2% |
| Trina Solar LTD | ADR | 89628E104 | $9.5M | 1,023,899 | 3.1% |
| Schnitzer Steel Inds Inc(SCHN1EUR) | Common | 806882106 | $9.2M | 407,493 | 3.0% |
| Regal Beloit(RRX) | Common | 758750103 | $8.7M | 115,668 | 2.8% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $7.2M | 263,502 | 2.3% |
| CIA Saneamento Basico de(SAJA) | ADR | 20441A102 | $7.0M | 1,106,600 | 2.3% |
| Enernoc Inc | Common | 292764107 | $4.7M | 301,923 | 1.5% |