Q2 2015 Holdings
Filed 2015-08-12 | 43 holdings | $322.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | Common | 501889208 | $21.0M | 693,286 | 6.5% |
| Pall Corp | Common | 696429307 | $19.0M | 152,570 | 5.9% |
| Xylem Inc(XYL) | Common | 98419M100 | $18.0M | 486,178 | 5.6% |
| Stericycle Inc(SRCLEUR) | Common | 858912108 | $17.5M | 130,738 | 5.4% |
| Clean Harbors Inc(CLH) | Common | 184496107 | $17.1M | 318,175 | 5.3% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $15.7M | 437,864 | 4.9% |
| Borgwarner Inc(BWA) | Common | 099724106 | $15.5M | 273,128 | 4.8% |
| Pentair LTD(PNR) | Common | H6169Q108 | $14.7M | 213,864 | 4.6% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $13.4M | 275,412 | 4.1% |
| Clarcor Inc | Common | 179895107 | $13.2M | 211,305 | 4.1% |
| Trina Solar LTD | ADR | 89628E104 | $12.9M | 1,106,985 | 4.0% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $12.0M | 317,202 | 3.7% |
| Generac Holdings Inc(GNRC) | Common | 368736104 | $11.9M | 298,541 | 3.7% |
| Itron Inc(ITRI) | Common | 465741106 | $11.6M | 336,003 | 3.6% |
| United Natural Foods Inc(UNFI) | Common | 911163103 | $10.9M | 171,219 | 3.4% |
| Watts Water Technologies(WTS) | Common | 942749102 | $10.8M | 208,842 | 3.4% |
| Smith (A.O.) Corp(AOS) | Common | 831865209 | $10.1M | 140,176 | 3.1% |
| Hollysys Automation Technolo | Common | G45667105 | $9.6M | 401,226 | 3.0% |
| Sensata Technologies Holding(ST) | Common | N7902X106 | $9.6M | 181,442 | 3.0% |
| California Water Service GRP(CWT) | Common | 130788102 | $9.3M | 406,665 | 2.9% |
| Trimble Navigation LTD(TRMB) | Common | 896239100 | $8.7M | 369,446 | 2.7% |
| Franklin Electric Co Inc(FELE) | Common | 353514102 | $8.3M | 256,931 | 2.6% |
| Badger Meter Inc(BMI) | Common | 056525108 | $6.9M | 108,355 | 2.1% |
| Sunpower Corp(SPWRQ) | Common | 867652406 | $6.3M | 220,620 | 1.9% |
| Regal Beloit(RRX) | Common | 758750103 | $6.2M | 85,108 | 1.9% |
| CIA Saneamento Basico de(SAJA) | ADR | 20441A102 | $5.9M | 1,105,750 | 1.8% |
| Schnitzer Steel Inds Inc(SCHN1EUR) | Common | 806882106 | $3.6M | 208,893 | 1.1% |
| Enernoc Inc | Common | 292764107 | $3.0M | 305,923 | 0.9% |
| Toro Co(TTC) | Common | 891092108 | $38.9K | 561 | 0.0% |
| Danaher Corp(DHR) | Common | 235851102 | $35.6K | 412 | 0.0% |
| Ecolab Inc(ECL) | Common | 278865100 | $34.2K | 297 | 0.0% |
| Mueller Water Products Inc(MWA) | Common | 624758108 | $31.7K | 3,481 | 0.0% |
| Perkinelmer Inc(RVTY) | Common | 714046109 | $31.3K | 594 | 0.0% |
| Roper Industries Inc(ROP) | Common | 776696106 | $28.5K | 165 | 0.0% |
| Pool Corp(POOL) | Common | 73278L105 | $27.8K | 396 | 0.0% |
| Agilent Technologies Inc(A) | Common | 00846U101 | $27.8K | 709 | 0.0% |
| Advanced Drainage Systems in(WMS) | Common | 00790R104 | $26.1K | 891 | 0.0% |
| HD Supply Holdings Inc | Common | 40416M105 | $26.1K | 742 | 0.0% |
| Aqua America Inc | Common | 03836W103 | $24.2K | 990 | 0.0% |
| Rexnord Corp | Common | 76169B102 | $21.3K | 891 | 0.0% |
| Idex Corp(IEX) | Common | 45167R104 | $19.4K | 247 | 0.0% |
| Flowserve Corp(FLS) | Common | 34354P105 | $18.6K | 346 | 0.0% |
| Lindsay Corp(LNN) | Common | 535555106 | $17.4K | 198 | 0.0% |