Q3 2017 Holdings
Filed 2017-11-14 | 35 holdings | $509.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Republic Services Inc(RSG) | COM | 760759100 | $29.7K | 450,200 | 5.8% |
| Visteon Corp(VC) | COM | 92839U206 | $28.4K | 229,328 | 5.6% |
| Johnson Controls International PLC(JCI) | COM | G51502105 | $28.0K | 694,967 | 5.5% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $24.5K | 350,360 | 4.8% |
| Ingersoll-Rand PLC(IR) | COM | G47791101 | $24.3K | 272,000 | 4.8% |
| Sensata Technologies Holding N(ST) | COM | N7902X106 | $24.1K | 500,652 | 4.7% |
| Sealed AIR Corp(SEE) | COM | 81211K100 | $22.9K | 536,960 | 4.5% |
| Hannon Armstrong Sustainable I(HASI) | COM | 41068X100 | $22.7K | 932,385 | 4.5% |
| Rexnord Corp | COM | 76169B102 | $21.9K | 863,117 | 4.3% |
| Roper Industries Inc(ROP) | COM | 776696106 | $21.9K | 90,000 | 4.3% |
| Fortive Corp(FTV) | COM | 34959J108 | $20.9K | 295,088 | 4.1% |
| Servicemaster Global Holdings Inc | COM | 81761R109 | $20.5K | 439,174 | 4.0% |
| AO Smith Corp(AOS) | COM | 831865209 | $19.1K | 321,245 | 3.7% |
| Aecom Technology Corp(ACM) | COM | 00766T100 | $18.5K | 502,162 | 3.6% |
| Advanced Drainage Systems Inc(WMS) | COM | 00790R104 | $18.3K | 902,266 | 3.6% |
| MYR Group Inc(MYRG) | COM | 55405W104 | $17.5K | 601,034 | 3.4% |
| Adient PLC(ADNT) | COM | G0084W101 | $16.8K | 200,000 | 3.3% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $16.8K | 154,664 | 3.3% |
| Ecolab Inc(ECL) | COM | 278865100 | $16.8K | 130,553 | 3.3% |
| NRG Yield Inc | COM | 62942X405 | $15.2K | 786,524 | 3.0% |
| Watts Water Technologies Inc(WTS) | COM | 942749102 | $13.6K | 196,379 | 2.7% |
| American Railcar Industries in | COM | 02916P103 | $11.8K | 305,559 | 2.3% |
| Gaslog LTD | COM | G37585109 | $10.0K | 572,096 | 2.0% |
| Pattern Energy Group Inc | COM | 70338P100 | $8.7K | 360,893 | 1.7% |
| Mosaic Co(MOS) | COM | 61945C103 | $8.4K | 387,000 | 1.6% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $6.9K | 309,200 | 1.4% |
| Lennox International Inc(LII) | COM | 526107107 | $5.4K | 30,000 | 1.1% |
| MIX Telematics LTD | COM | 60688N102 | $5.2K | 519,805 | 1.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $4.9K | 107,510 | 1.0% |
| Aquaventure Holdings LTD | COM | G0443N107 | $3.1K | 231,989 | 0.6% |
| Macquarie Infrastructure Co LL | COM | 55608B105 | $1.6K | 22,000 | 0.3% |
| Gaslog Partners LP | COM | Y2687W108 | $1.1K | 46,730 | 0.2% |
| China Rapid Finance LTD | COM | 16953Q105 | $231 | 35,000 | 0.0% |
| Hdfc Bank LTD(HDB) | COM | 40415F101 | $75 | 2,700 | 0.0% |
| RYB Education Inc | COM | 74979W101 | $29 | 1,000 | 0.0% |