Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DHR	DANAHER CORP DEL	844,024	$64.84M	5.7%	$25.01	+18.8%	COM	235851102
AWK	AMERICAN WTR WKS CO INC NEW	1,338,955	$56.52M	5.0%	$32.15	+1.9%	COM	030420103
TMO	THERMO FISHER SCIENTIFIC INC	440,518	$48.72M	4.3%	$79.76	+19.9%	COM	883556102
RVTY	PERKINELMER INC	986,278	$40.78M	3.6%	$32.37	+13.1%	COM	714046109
—	PENTAIR LTD	526,727	$40.76M	3.6%	$58.45	—	SHS	H6169Q108
XYL	XYLEM INC	1,024,367	$35.42M	3.1%	$23.44	+17.7%	COM	98419M100
WM	WASTE MGMT INC DEL	731,757	$32.84M	2.9%	$33.50	+1.1%	COM	94106L109
CLH	CLEAN HARBORS INC	525,858	$31.19M	2.8%	$57.60	+0.1%	COM	184496107
—	AQUA AMERICA INC	1,193,134	$28.37M	2.5%	$28.18	—	COM	03836W103
TTEK	TETRA TECH INC NEW	979,997	$27.37M	2.4%	$5.21	+3.6%	COM	88162G103
RSG	REPUBLIC SVCS INC	736,868	$24.53M	2.2%	$26.55	+1.1%	COM	760759100
SEE	SEALED AIR CORP NEW	545,071	$18.6M	1.6%	$21.17	+18.0%	COM	81211K100
PH	PARKER HANNIFIN CORP	138,922	$17.9M	1.6%	$93.05	+2.1%	COM	701094104
PFE	PFIZER INC	507,641	$15.58M	1.4%	$16.46	+7.1%	COM	717081103
—	SUNEDISON INC	1,200,000	$15.5M	1.4%	$8.06	—	COM	86732Y109
EMR	EMERSON ELEC CO	212,993	$14.96M	1.3%	$40.02	+20.4%	COM	291011104
—	URS CORP NEW	284,557	$14.92M	1.3%	$49.46	—	COM	903236107
HXL	HEXCEL CORP NEW	325,000	$14.52M	1.3%	$34.02	+24.2%	COM	428291108
—	POLYPORE INTL INC	356,000	$14.21M	1.3%	$40.11	—	COM	73179V103
TRMB	TRIMBLE NAVIGATION LTD	406,869	$14.06M	1.2%	$28.07	+12.3%	COM	896239100
IEX	IDEX CORP	177,393	$13.02M	1.2%	$45.08	+31.4%	COM	45167R104
—	GREEN MTN COFFEE ROASTERS IN	170,000	$12.82M	1.1%	$74.74	—	COM	393122106
—	ASHLAND INC NEW	130,823	$12.63M	1.1%	$84.81	—	COM	044209104
HIG	HARTFORD FINL SVCS GROUP INC	330,014	$11.96M	1.1%	$22.73	+17.7%	COM	416515104
ENS	ENERSYS	169,000	$11.81M	1.0%	$46.09	+29.2%	COM	29275Y102
IPGP	IPG PHOTONICS CORP	144,000	$11.08M	1.0%	$60.07	+13.2%	COM	44980X109
IBM	INTERNATIONAL BUSINESS MACHS	58,339	$10.88M	1.0%	$116.36	-8.6%	COM	459200101
WAT	WATERS CORP	107,478	$10.78M	1.0%	$98.05	+2.8%	COM	941848103
—	CALGON CARBON CORP	503,138	$10.42M	0.9%	$17.80	—	COM	129603106
OXY	OCCIDENTAL PETE CORP DEL	101,360	$9.584M	0.8%	$58.11	+9.1%	COM	674599105
—	DU PONT E I DE NEMOURS & CO	146,491	$9.471M	0.8%	$53.57	—	COM	263534109
PG	PROCTER & GAMBLE CO	109,965	$9.017M	0.8%	$55.18	+5.1%	COM	742718109
FLS	FLOWSERVE CORP	115,335	$8.962M	0.8%	$43.03	+28.7%	COM	34354P105
CWT	CALIFORNIA WTR SVC GROUP	384,326	$8.874M	0.8%	$15.21	+9.9%	COM	130788102
ORCL	ORACLE CORP	219,905	$8.354M	0.7%	$27.64	+4.1%	COM	68389X105
HON	HONEYWELL INTL INC	91,000	$8.281M	0.7%	$54.06	+12.5%	COM	438516106
ITRI	ITRON INC	193,407	$8.017M	0.7%	$41.20	+3.0%	COM	465741106
MSFT	MICROSOFT CORP	204,039	$7.609M	0.7%	$26.90	+11.6%	COM	594918104
WTS	WATTS WATER TECHNOLOGIES INC	122,278	$7.54M	0.7%	$48.06	+20.6%	CL A	942749102
MCD	MCDONALDS CORP	76,803	$7.451M	0.7%	$71.32	-1.8%	COM	580135101
FSLR	FIRST SOLAR INC	132,000	$7.339M	0.6%	$54.68	0.0%	COM	336433107
—	WHITEWAVE FOODS CO	315,476	$7.24M	0.6%	$16.18	—	COM CL A	966244105
KMB	KIMBERLY CLARK CORP	68,280	$7.233M	0.6%	$63.03	+5.3%	COM	494368103
OKE	ONEOK INC NEW	112,865	$6.917M	0.6%	$19.74	+23.6%	COM	682680103
UNH	UNITEDHEALTH GROUP INC	87,139	$6.516M	0.6%	$51.01	+15.8%	COM	91324P102
HLF	HERBALIFE LTD	83,050	$6.471M	0.6%	$22.57	+52.5%	COM USD SHS	G4412G101
—	SEMGROUP CORP	100,000	$6.467M	0.6%	$57.06	—	CL A	81663A105
—	ULTRATECH INC	221,000	$6.442M	0.6%	$34.76	—	COM	904034105
MMM	3M CO	46,000	$6.413M	0.6%	$61.26	+18.6%	COM	88579Y101
FMC	F M C CORP	84,300	$6.344M	0.6%	$40.95	+20.1%	COM NEW	302491303
—	SANDISK CORP	90,047	$6.31M	0.6%	$60.76	—	COM	80004C101
—	FOOT LOCKER INC	152,650	$6.3M	0.6%	$34.10	—	COM	344849104
—	VITAMIN SHOPPE INC	120,000	$6.232M	0.6%	$45.05	—	COM	92849E101
—	REYNOLDS AMERICAN INC	124,680	$6.207M	0.5%	$48.64	—	COM	761713106
FELE	FRANKLIN ELEC INC	133,895	$6.082M	0.5%	$28.79	+24.7%	COM	353514102
WFC	WELLS FARGO & CO NEW	130,571	$5.941M	0.5%	$27.88	+10.3%	COM	949746101
—	KELLOGG CO	91,950	$5.633M	0.5%	$38.94	-3.0%	COM	487836108
KBR	KBR INC	181,000	$5.627M	0.5%	$26.53	+4.8%	COM	48242W106
DLTR	DOLLAR TREE INC	99,700	$5.618M	0.5%	$48.73	+18.2%	COM	256746108
—	MEAD JOHNSON NUTRITION CO	65,256	$5.423M	0.5%	$78.25	—	COM	582839106
SRE	SEMPRA ENERGY	60,000	$5.369M	0.5%	$30.53	0.0%	COM	816851109
DG	DOLLAR GEN CORP NEW	86,150	$5.229M	0.5%	$45.09	+13.3%	COM	256677105
TEVA	TEVA PHARMACEUTICAL INDS LTD	129,350	$5.186M	0.5%	$38.65	—	ADR	881624209
MA	MASTERCARD INC	6,207	$5.172M	0.5%	$52.75	+30.9%	CL A	57636Q104
—	CYTEC INDS INC	55,500	$5.167M	0.5%	$93.10	—	COM	232820100
—	SPECTRA ENERGY CORP	143,500	$5.044M	0.4%	$34.22	—	COM	847560109
ABT	ABBOTT LABS	129,610	$4.978M	0.4%	$28.60	+2.2%	COM	002824100
—	GNC HLDGS INC	82,950	$4.838M	0.4%	$45.14	—	COM CL A	36191G107
STKL	SUNOPTA INC	480,000	$4.742M	0.4%	$7.53	+27.9%	COM	8676EP108
—	DEAN FOODS CO NEW	271,900	$4.693M	0.4%	$19.13	—	COM NEW	242370203
—	MONSTER BEVERAGE CORP	67,900	$4.604M	0.4%	$59.65	—	COM	611740101
APD	AIR PRODS & CHEMS INC	40,000	$4.504M	0.4%	$63.91	+17.1%	COM	009158106
—	FRESH MKT INC	107,250	$4.393M	0.4%	$49.79	—	COM	35804H106
CVS	CVS CAREMARK CORPORATION	61,000	$4.366M	0.4%	$46.31	0.0%	COM	126650100
—	PRAXAIR INC	33,500	$4.355M	0.4%	$114.90	—	COM	74005P104
AMGN	AMGEN INC	36,550	$4.221M	0.4%	$73.34	+10.6%	COM	031162100
GIS	GENERAL MLS INC	80,000	$3.997M	0.4%	$31.98	+2.8%	COM	370334104
MTZ	MASTEC INC	123,500	$3.984M	0.4%	$30.62	+3.4%	COM	576323109
DVA	DAVITA HEALTHCARE PARTNERS I	62,300	$3.943M	0.3%	$57.29	+2.4%	COM	23918K108
—	FINISH LINE INC	140,000	$3.941M	0.3%	$21.73	—	CL A	317923100
SQM	SOCIEDAD QUIMICA MINERA DE C	152,500	$3.887M	0.3%	$32.93	—	SPON ADR SER B	833635105
CSCO	CISCO SYS INC	171,517	$3.816M	0.3%	$16.15	-5.9%	COM	17275R102
SBUX	STARBUCKS CORP	48,442	$3.805M	0.3%	$24.37	+28.1%	COM	855244109
MPWR	MONOLITHIC PWR SYS INC	111,000	$3.791M	0.3%	$28.65	0.0%	COM	609839105
—	L BRANDS INC	61,851	$3.779M	0.3%	$51.76	—	COM	501797104
—	TREEHOUSE FOODS INC	53,700	$3.755M	0.3%	$65.97	—	COM	89469A104
—	MYLAN INC	84,550	$3.628M	0.3%	$30.90	—	COM	628530107
LULU	LULULEMON ATHLETICA INC	60,000	$3.547M	0.3%	$72.51	-5.3%	COM	550021109
—	BOULDER BRANDS INC	220,300	$3.49M	0.3%	$12.53	—	COM	101405108
CAG	CONAGRA FOODS INC	100,000	$3.368M	0.3%	$17.69	-6.3%	COM	205887102
—	CHUBB CORP	34,702	$3.336M	0.3%	$96.13	—	COM	171232101
INGR	INGREDION INC	47,000	$3.196M	0.3%	$69.40	-2.5%	COM	457187102
ATI	ALLEGHENY TECHNOLOGIES INC	90,000	$3.192M	0.3%	$26.04	+18.0%	COM	01741R102
—	WEIGHT WATCHERS INTL INC NEW	95,500	$3.173M	0.3%	$44.73	—	COM	948626106
ITW	ILLINOIS TOOL WKS INC	36,977	$3.085M	0.3%	$52.30	+13.7%	COM	452308109
GLW	CORNING INC	170,000	$3.023M	0.3%	$10.51	+14.7%	COM	219350105
CF	CF INDS HLDGS INC	12,500	$2.898M	0.3%	$26.73	+17.8%	COM	125269100
—	WESTPORT INNOVATIONS INC	145,000	$2.843M	0.3%	$25.28	—	COM NEW	960908309
MRK	MERCK & CO INC NEW	56,400	$2.817M	0.2%	$30.02	+4.2%	COM	58933Y105
—	WHOLE FOODS MKT INC	45,500	$2.624M	0.2%	$57.67	—	COM	966837106
—	ITC HLDGS CORP	26,000	$2.473M	0.2%	$90.35	—	COM	465685105
MOS	MOSAIC CO NEW	52,500	$2.468M	0.2%	$43.31	-16.1%	COM	61945C103
—	DOW CHEM CO	55,000	$2.453M	0.2%	$32.35	—	COM	260543103
MTD	METTLER TOLEDO INTERNATIONAL	10,000	$2.418M	0.2%	$217.69	+12.2%	COM	592688105
—	EXPRESS SCRIPTS HLDG CO	33,500	$2.351M	0.2%	$62.11	—	COM	30219G108
DECK	DECKERS OUTDOOR CORP	27,050	$2.278M	0.2%	$9.26	+33.1%	COM	243537107
—	NATIONAL OILWELL VARCO INC	28,450	$2.238M	0.2%	$70.31	—	COM	637071101
CL	COLGATE PALMOLIVE CO	33,884	$2.217M	0.2%	$45.00	+7.6%	COM	194162103
AGCO	AGCO CORP	37,000	$2.166M	0.2%	$41.52	+12.8%	COM	001084102
IFF	INTERNATIONAL FLAVORS&FRAGRA	25,000	$2.15M	0.2%	$63.93	0.0%	COM	459506101
CAT	CATERPILLAR INC DEL	23,350	$2.122M	0.2%	$61.56	+1.8%	COM	149123101
DE	DEERE & CO	23,300	$2.116M	0.2%	$68.04	-0.9%	COM	244199105
—	COTT CORP QUE	221,750	$1.796M	0.2%	$7.71	—	COM	22163N106
—	MTS SYS CORP	25,000	$1.777M	0.2%	$58.01	—	COM	553777103
ADSK	AUTODESK INC	34,000	$1.686M	0.1%	$37.26	+17.6%	COM	052769106
—	LUXFER HLDGS PLC	80,000	$1.65M	0.1%	$16.74	—	SPONSORED ADR	550678106
NUS	NU SKIN ENTERPRISES INC	11,800	$1.636M	0.1%	$37.42	+113.7%	CL A	67018T105
ROK	ROCKWELL AUTOMATION INC	13,000	$1.53M	0.1%	$70.25	+24.4%	COM	773903109
TWI	TITAN INTL INC ILL	85,000	$1.528M	0.1%	$20.56	-23.7%	COM	88830M102
AWR	AMERICAN STS WTR CO	52,938	$1.527M	0.1%	$22.01	0.0%	COM	029899101
VALE	VALE S A	100,000	$1.522M	0.1%	$15.56	—	ADR	91912E105
MTRN	MATERION CORP	50,000	$1.5M	0.1%	$29.01	0.0%	COM	576690101
—	LIFE TECHNOLOGIES CORP	19,734	$1.495M	0.1%	$74.03	—	COM	53217V109
STT	STATE STR CORP	20,000	$1.453M	0.1%	$49.60	+2.1%	COM	857477103
OC	OWENS CORNING NEW	35,000	$1.417M	0.1%	$39.76	-4.6%	COM	690742101
ALL	ALLSTATE CORP	25,000	$1.356M	0.1%	$37.91	+8.4%	COM	020002101
POWI	POWER INTEGRATIONS INC	24,502	$1.349M	0.1%	$23.05	+4.3%	COM	739276103
—	FEI CO	15,000	$1.34M	0.1%	$73.94	—	COM	30241L109
TRN	TRINITY INDS INC	23,000	$1.271M	0.1%	$10.24	+25.1%	COM	896522109
ADM	ARCHER DANIELS MIDLAND CO	28,700	$1.254M	0.1%	$23.37	+22.4%	COM	039483102
—	BUNGE LIMITED	15,000	$1.229M	0.1%	$71.05	—	COM	G16962105
TITN	TITAN MACHY INC	66,200	$1.185M	0.1%	$22.00	-23.4%	COM	88830R101
TKR	TIMKEN CO	19,600	$1.08M	0.1%	$39.57	-1.4%	COM	887389104
—	COSAN LTD	78,000	$1.069M	0.1%	$16.09	—	SHS A	G25343107
MDLZ	MONDELEZ INTL INC	30,000	$1.054M	0.1%	$23.16	+10.2%	CL A	609207105
BDX	BECTON DICKINSON & CO	9,500	$1.051M	0.1%	$78.11	+9.8%	COM	075887109
UNP	UNION PAC CORP	6,300	$1.046M	0.1%	$57.06	+6.1%	COM	907818108
—	LIFE TIME FITNESS INC	22,050	$1.026M	0.1%	$49.97	—	COM	53217R207
AVD	AMERICAN VANGUARD CORP	42,000	$1.011M	0.1%	$27.36	-6.9%	COM	030371108
KO	COCA COLA CO	24,250	$996K	0.1%	$27.85	-3.3%	COM	191216100
PWR	QUANTA SVCS INC	31,400	$980K	0.1%	$27.23	+5.9%	COM	74762E102
—	INNOPHOS HOLDINGS INC	18,900	$911K	0.1%	$47.23	—	COM	45774N108
HUM	HUMANA INC	8,000	$820K	0.1%	$88.83	0.0%	COM	444859102
FLR	FLUOR CORP NEW	10,250	$819K	0.1%	$67.64	0.0%	COM	343412102
ACM	AECOM TECHNOLOGY CORP DELAWA	25,000	$732K	0.1%	$29.98	-3.0%	COM	00766T100
NTRS	NORTHERN TR CORP	11,000	$679K	0.1%	$40.48	+3.3%	COM	665859104
—	KRAFT FOODS GROUP INC	12,517	$675K	0.1%	$55.31	—	COM	50076Q106
PEP	PEPSICO INC	8,000	$663K	0.1%	$56.00	+3.1%	COM	713448108
BEN	FRANKLIN RES INC	11,000	$629K	0.1%	$32.13	0.0%	COM	354613101
—	ELECTRO SCIENTIFIC INDS	60,000	$613K	0.1%	$10.22	—	COM	285229100
CVGW	CALAVO GROWERS INC	18,900	$561K	0.0%	$22.91	+4.3%	COM	128246105
—	DIAMOND FOODS INC	17,250	$449K	0.0%	$20.51	—	COM	252603105
ZTS	ZOETIS INC	12,655	$413K	0.0%	$27.79	+4.3%	CL A	98978V103
—	FUEL SYS SOLUTIONS INC	10,500	$141K	0.0%	$17.62	—	COM	35952W103