Q2 2018 Holdings
Filed 2018-08-14 | 24 holdings | $15.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | Common | 184496107 | $14.7M | 263,916 | 97.6% |
| PTC Inc(PTC) | Common | 69370C100 | $22.4K | 239,011 | 0.1% |
| Welbilt Inc | Common | 949090104 | $20.9K | 936,991 | 0.1% |
| Ormat Technologies Inc(ORA) | Common | 686688102 | $20.4K | 384,255 | 0.1% |
| Generac Holdings Inc(GNRC) | Common | 368736104 | $20.2K | 391,379 | 0.1% |
| Trimble Inc(TRMB) | Common | 896239100 | $20.2K | 614,471 | 0.1% |
| American Water Works Co Inc(AWK) | Common | 030420103 | $20.1K | 235,844 | 0.1% |
| Power Integrations Inc(POWI) | Common | 739276103 | $19.7K | 270,037 | 0.1% |
| Watts Water Technologies Inc(WTS) | Common | 942749102 | $19.6K | 249,857 | 0.1% |
| Sensata Technologies Holding P(ST) | Common | G8060N102 | $18.5K | 388,896 | 0.1% |
| AO Smith Corp(AOS) | Common | 831865209 | $17.8K | 301,583 | 0.1% |
| Franklin Electric Co Inc(FELE) | Common | 353514102 | $17.6K | 390,428 | 0.1% |
| Xylem Inc(XYL) | Common | 98419M100 | $17.4K | 257,520 | 0.1% |
| Rayonier Inc(RYN) | Common | 754907103 | $16.8K | 434,679 | 0.1% |
| United Natural Foods Inc(UNFI) | Common | 911163103 | $14.7K | 345,037 | 0.1% |
| Itron Inc(ITRI) | Common | 465741106 | $14.0K | 232,588 | 0.1% |
| Lennox International Inc(LII) | Common | 526107107 | $13.7K | 68,460 | 0.1% |
| Cia de Saneamento Basico do Es(SAJA) | ADR | 20441A102 | $11.7K | 1,948,945 | 0.1% |
| Advanced Drainage Systems Inc(WMS) | Common | 00790R104 | $11.4K | 399,318 | 0.1% |
| Badger Meter Inc(BMI) | Common | 056525108 | $11.4K | 253,917 | 0.1% |
| Donaldson Co Inc(DCI) | Common | 257651109 | $10.9K | 242,498 | 0.1% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $9.7K | 83,978 | 0.1% |
| SunPower Corp(SPWRQ) | Common | 867652406 | $6.5K | 850,654 | 0.0% |
| Ichor Holdings Ltd(ICHR) | Common | G4740B105 | $6.4K | 301,947 | 0.0% |