Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AWK	AMERICAN WTR WKS CO INC NEW	1,304,142	$58.86M	5.1%	$32.15	+6.0%	COM	030420103
DHR	DANAHER CORP DEL	783,304	$57.86M	5.0%	$25.01	+23.1%	COM	235851102
—	PENTAIR LTD	524,397	$40.73M	3.5%	$58.45	—	SHS	H6169Q108
—	AQUA AMERICA INC	1,497,689	$36.87M	3.2%	$27.46	—	COM	03836W103
TMO	THERMO FISHER SCIENTIFIC INC	308,589	$36.57M	3.2%	$79.76	+43.5%	COM	883556102
RVTY	PERKINELMER INC	644,525	$28.7M	2.5%	$32.37	+30.1%	COM	714046109
XYL	XYLEM INC	783,472	$28.2M	2.4%	$23.44	+33.8%	COM	98419M100
WM	WASTE MGMT INC DEL	635,175	$26.14M	2.3%	$33.50	-2.2%	COM	94106L109
RSG	REPUBLIC SVCS INC	625,616	$21.06M	1.8%	$26.55	-0.2%	COM	760759100
SEE	SEALED AIR CORP NEW	658,191	$20.75M	1.8%	$22.15	+21.2%	COM	81211K100
PH	PARKER HANNIFIN CORP	150,890	$17.99M	1.6%	$93.48	+5.4%	COM	701094104
FSLR	FIRST SOLAR INC	259,000	$17.78M	1.5%	$55.21	+1.0%	COM	336433107
TRMB	TRIMBLE NAVIGATION LTD	459,191	$17.52M	1.5%	$28.97	+24.2%	COM	896239100
PFE	PFIZER INC	519,430	$16.56M	1.4%	$16.50	+10.3%	COM	717081103
EMR	EMERSON ELEC CO	232,673	$15.53M	1.3%	$40.68	+17.5%	COM	291011104
HXL	HEXCEL CORP NEW	306,200	$13.08M	1.1%	$34.02	+28.3%	COM	428291108
ENS	ENERSYS	181,000	$12.46M	1.1%	$47.17	+32.3%	COM	29275Y102
IEX	IDEX CORP	172,051	$12.3M	1.1%	$45.08	+38.1%	COM	45167R104
IPGP	IPG PHOTONICS CORP	169,000	$11.67M	1.0%	$61.57	+14.1%	COM	44980X109
FLS	FLOWSERVE CORP	148,966	$11.34M	1.0%	$47.18	+30.2%	COM	34354P105
WAT	WATERS CORP	103,868	$11.19M	1.0%	$98.05	+10.6%	COM	941848103
—	MEAD JOHNSON NUTRITION CO	133,618	$11.09M	1.0%	$80.68	—	COM	582839106
OXY	OCCIDENTAL PETE CORP DEL	112,675	$10.77M	0.9%	$58.55	+6.7%	COM	674599105
—	CALGON CARBON CORP	485,127	$10.22M	0.9%	$17.80	—	COM	129603106
SRE	SEMPRA ENERGY	105,000	$10.05M	0.9%	$31.25	+3.1%	COM	816851109
TTEK	TETRA TECH INC NEW	330,070	$9.635M	0.8%	$5.21	+11.8%	COM	88162G103
—	ROCKWOOD HLDGS INC	129,500	$9.557M	0.8%	$73.80	—	COM	774415103
HIG	HARTFORD FINL SVCS GROUP INC	272,882	$9.518M	0.8%	$22.73	+19.3%	COM	416515104
—	PRAXAIR INC	73,500	$9.506M	0.8%	$122.75	—	COM	74005P104
—	DU PONT E I DE NEMOURS & CO	136,491	$9.093M	0.8%	$53.57	—	COM	263534109
PG	PROCTER & GAMBLE CO	112,143	$8.945M	0.8%	$55.21	+2.4%	COM	742718109
MSFT	MICROSOFT CORP	214,214	$8.633M	0.7%	$27.11	+15.3%	COM	594918104
ORCL	ORACLE CORP	215,143	$8.513M	0.7%	$27.64	+15.7%	COM	68389X105
MCD	MCDONALDS CORP	87,444	$8.503M	0.7%	$71.19	-1.3%	COM	580135101
IBM	INTERNATIONAL BUSINESS MACHS	44,597	$8.493M	0.7%	$116.36	-6.1%	COM	459200101
DLTR	DOLLAR TREE INC	159,000	$8.292M	0.7%	$50.40	+5.6%	COM	256746108
UNH	UNITEDHEALTH GROUP INC	98,327	$8.025M	0.7%	$52.28	+18.8%	COM	91324P102
—	L BRANDS INC	137,379	$7.769M	0.7%	$54.40	—	COM	501797104
—	FOOT LOCKER INC	167,650	$7.734M	0.7%	$35.18	—	COM	344849104
—	SPECTRA ENERGY CORP	209,500	$7.714M	0.7%	$35.04	—	COM	847560109
FMC	F M C CORP	100,300	$7.668M	0.7%	$42.48	+19.0%	COM NEW	302491303
—	SANDISK CORP	94,843	$7.645M	0.7%	$61.76	—	COM	80004C101
—	KELLOGG CO	120,531	$7.489M	0.6%	$38.60	-2.8%	COM	487836108
—	SPX CORP	77,007	$7.453M	0.6%	$96.78	—	COM	784635104
SQM	SOCIEDAD QUIMICA MINERA DE C	240,500	$7.439M	0.6%	$32.20	—	SPON ADR SER B	833635105
CWT	CALIFORNIA WTR SVC GROUP	315,697	$7.428M	0.6%	$15.21	+17.0%	COM	130788102
HON	HONEYWELL INTL INC	80,300	$7.298M	0.6%	$54.06	+19.7%	COM	438516106
—	CYTEC INDS INC	74,000	$7.129M	0.6%	$93.91	—	COM	232820100
—	GNC HLDGS INC	159,668	$7.046M	0.6%	$44.66	—	COM CL A	36191G107
ACM	AECOM TECHNOLOGY CORP DELAWA	218,947	$6.932M	0.6%	$29.39	-0.3%	COM	00766T100
—	WHITEWAVE FOODS CO	248,000	$6.904M	0.6%	$16.18	—	COM CL A	966244105
KMB	KIMBERLY CLARK CORP	62,643	$6.879M	0.6%	$63.03	+10.1%	COM	494368103
TEVA	TEVA PHARMACEUTICAL INDS LTD	137,417	$6.795M	0.6%	$39.28	—	ADR	881624209
VMI	VALMONT INDS INC	46,077	$6.739M	0.6%	$147.92	0.0%	COM	920253101
STKL	SUNOPTA INC	570,300	$6.707M	0.6%	$7.93	+26.5%	COM	8676EP108
WFC	WELLS FARGO & CO NEW	135,025	$6.655M	0.6%	$28.06	+19.1%	COM	949746101
MMM	3M CO	49,000	$6.576M	0.6%	$62.18	+22.6%	COM	88579Y101
—	SUNEDISON INC	342,000	$6.45M	0.6%	$8.06	—	COM	86732Y109
LULU	LULULEMON ATHLETICA INC	120,000	$6.227M	0.5%	$61.20	-18.5%	COM	550021109
DG	DOLLAR GEN CORP NEW	112,400	$6.227M	0.5%	$46.38	+9.1%	COM	256677105
—	CHUBB CORP	67,648	$5.962M	0.5%	$92.24	—	COM	171232101
KBR	KBR INC	211,000	$5.615M	0.5%	$26.35	-3.9%	COM	48242W106
AOS	SMITH A O	122,000	$5.599M	0.5%	$20.22	0.0%	COM	831865209
ABT	ABBOTT LABS	142,537	$5.461M	0.5%	$28.79	+6.7%	COM	002824100
CAG	CONAGRA FOODS INC	175,500	$5.386M	0.5%	$16.98	-5.5%	COM	205887102
CSCO	CISCO SYS INC	236,113	$5.272M	0.5%	$15.92	-3.9%	COM	17275R102
—	REYNOLDS AMERICAN INC	97,997	$5.196M	0.5%	$48.64	—	COM	761713106
MOS	MOSAIC CO NEW	105,000	$5.163M	0.4%	$40.41	-7.2%	COM	61945C103
—	REXNORD CORP NEW	181,204	$5.161M	0.4%	$28.48	—	COM	76169B102
GIS	GENERAL MLS INC	98,370	$5.046M	0.4%	$32.16	+2.5%	COM	370334104
—	POLYPORE INTL INC	147,000	$4.958M	0.4%	$40.11	—	COM	73179V103
CVS	CVS CAREMARK CORPORATION	66,400	$4.931M	0.4%	$46.70	+9.4%	COM	126650100
—	DEAN FOODS CO NEW	322,300	$4.912M	0.4%	$18.52	—	COM NEW	242370203
—	MONSTER BEVERAGE CORP	70,350	$4.889M	0.4%	$59.99	—	COM	611740101
—	BOULDER BRANDS INC	285,000	$4.839M	0.4%	$13.54	—	COM	101405108
—	URS CORP NEW	101,561	$4.791M	0.4%	$49.46	—	COM	903236107
VECO	VEECO INSTRS INC DEL	114,000	$4.723M	0.4%	$38.65	0.0%	COM	922417100
MA	MASTERCARD INC	64,412	$4.716M	0.4%	$70.79	+2.7%	CL A	57636Q104
APD	AIR PRODS & CHEMS INC	40,000	$4.692M	0.4%	$63.91	+24.1%	COM	009158106
DVA	DAVITA HEALTHCARE PARTNERS I	68,500	$4.689M	0.4%	$58.12	+14.3%	COM	23918K108
—	TREEHOUSE FOODS INC	64,500	$4.609M	0.4%	$66.89	—	COM	89469A104
INGR	INGREDION INC	68,250	$4.597M	0.4%	$68.22	-3.8%	COM	457187102
—	ACTAVIS PLC	22,000	$4.483M	0.4%	$203.77	—	SHS	G0083B108
DE	DEERE & CO	50,500	$4.482M	0.4%	$69.15	+1.4%	COM	244199105
—	WALGREEN CO	68,500	$4.477M	0.4%	$65.36	—	COM	931422109
—	MEDTRONIC INC	74,012	$4.471M	0.4%	$60.41	—	COM	585055106
MRK	MERCK & CO INC NEW	79,130	$4.43M	0.4%	$31.67	+12.9%	COM	58933Y105
AMGN	AMGEN INC	36,550	$4.406M	0.4%	$73.34	+18.5%	COM	031162100
FELE	FRANKLIN ELEC INC	105,506	$4.394M	0.4%	$28.79	+29.0%	COM	353514102
CF	CF INDS HLDGS INC	16,700	$4.305M	0.4%	$28.87	+22.0%	COM	125269100
—	SILVER SPRING NETWORKS INC	246,000	$4.288M	0.4%	$17.43	—	COM	82817Q103
MTZ	MASTEC INC	99,000	$4.256M	0.4%	$30.62	+24.0%	COM	576323109
—	WHOLE FOODS MKT INC	81,000	$4.143M	0.4%	$54.81	—	COM	966837106
CAT	CATERPILLAR INC DEL	41,200	$4.095M	0.4%	$65.08	+7.1%	COM	149123101
—	VITAMIN SHOPPE INC	87,000	$4.026M	0.3%	$45.05	—	COM	92849E101
—	MYLAN INC	81,550	$3.982M	0.3%	$30.90	—	COM	628530107
—	FINISH LINE INC	140,000	$3.787M	0.3%	$21.73	—	CL A	317923100
MPWR	MONOLITHIC PWR SYS INC	100,500	$3.731M	0.3%	$28.65	+10.3%	COM	609839105
IFF	INTERNATIONAL FLAVORS&FRAGRA	38,700	$3.643M	0.3%	$65.39	+4.1%	COM	459506101
—	SEMGROUP CORP	56,000	$3.62M	0.3%	$57.06	—	CL A	81663A105
SBUX	STARBUCKS CORP	48,596	$3.582M	0.3%	$24.37	+20.2%	COM	855244109
—	FRESH MKT INC	107,250	$3.565M	0.3%	$49.79	—	COM	35804H106
GLW	CORNING INC	170,000	$3.504M	0.3%	$10.51	+31.5%	COM	219350105
HLF	HERBALIFE LTD	62,669	$3.488M	0.3%	$22.57	+45.9%	COM USD SHS	G4412G101
UGI	UGI CORP NEW	77,000	$3.45M	0.3%	$28.79	0.0%	COM	902681105
NJR	NEW JERSEY RES	67,000	$3.299M	0.3%	$15.50	0.0%	COM	646025106
—	RTI INTL METALS INC	120,000	$3.206M	0.3%	$26.72	—	COM	74973W107
CLNE	CLEAN ENERGY FUELS CORP	358,000	$3.161M	0.3%	$10.39	0.0%	COM	184499101
ITW	ILLINOIS TOOL WKS INC	38,239	$3.088M	0.3%	$52.60	+16.5%	COM	452308109
TRN	TRINITY INDS INC	43,200	$3.061M	0.3%	$13.10	+24.8%	COM	896522109
OGS	ONE GAS INC	85,075	$2.986M	0.3%	$34.23	0.0%	COM	68235P108
—	CONSTELLIUM NV	100,000	$2.874M	0.2%	$28.74	—	CL A	N22035104
KO	COCA COLA CO	73,100	$2.847M	0.2%	$26.99	-1.6%	COM	191216100
—	KEURIG GREEN MTN INC	26,000	$2.812M	0.2%	$108.15	—	COM	49271M100
TWI	TITAN INTL INC ILL	150,500	$2.784M	0.2%	$19.28	-8.6%	COM	88830M102
—	DOW CHEM CO	55,000	$2.651M	0.2%	$32.35	—	COM	260543103
ADM	ARCHER DANIELS MIDLAND CO	60,500	$2.614M	0.2%	$26.50	+10.7%	COM	039483102
—	BUNGE LIMITED	32,100	$2.535M	0.2%	$75.27	—	COM	G16962105
—	EXPRESS SCRIPTS HLDG CO	33,476	$2.528M	0.2%	$62.11	—	COM	30219G108
—	ENERNOC INC	117,000	$2.514M	0.2%	$21.49	—	COM	292764107
POWI	POWER INTEGRATIONS INC	39,002	$2.507M	0.2%	$24.53	+10.2%	COM	739276103
AGCO	AGCO CORP	46,000	$2.487M	0.2%	$41.64	+1.2%	COM	001084102
—	COTT CORP QUE	291,750	$2.468M	0.2%	$7.89	—	COM	22163N106
—	CONTROL4 CORP	122,000	$2.457M	0.2%	$20.14	—	COM	21240D107
AWR	AMERICAN STS WTR CO	75,806	$2.42M	0.2%	$22.33	+3.3%	COM	029899101
PEP	PEPSICO INC	29,000	$2.406M	0.2%	$56.62	+0.4%	COM	713448108
—	ALCOA INC	190,000	$2.371M	0.2%	$12.48	—	COM	013817101
MTD	METTLER TOLEDO INTERNATIONAL	10,000	$2.321M	0.2%	$217.69	+12.5%	COM	592688105
—	RUBICON TECHNOLOGY INC	201,000	$2.303M	0.2%	$11.46	—	COM	78112T107
—	LIFE TIME FITNESS INC	47,300	$2.274M	0.2%	$48.96	—	COM	53217R207
CL	COLGATE PALMOLIVE CO	35,412	$2.27M	0.2%	$45.12	+6.2%	COM	194162103
DECK	DECKERS OUTDOOR CORP	28,600	$2.259M	0.2%	$9.48	+39.5%	COM	243537107
ALL	ALLSTATE CORP	40,000	$2.232M	0.2%	$39.27	+5.8%	COM	020002101
OC	OWENS CORNING NEW	51,500	$2.202M	0.2%	$40.50	+3.9%	COM	690742101
—	INNOPHOS HOLDINGS INC	39,100	$2.189M	0.2%	$51.75	—	COM	45774N108
—	ITC HLDGS CORP	57,000	$2.094M	0.2%	$61.19	—	COM	465685105
UNP	UNION PAC CORP	11,050	$2.041M	0.2%	$61.88	+10.3%	COM	907818108
—	COHERENT INC	30,000	$1.926M	0.2%	$64.20	—	COM	192479103
MDLZ	MONDELEZ INTL INC	55,600	$1.913M	0.2%	$24.63	+7.0%	CL A	609207105
TITN	TITAN MACHY INC	122,000	$1.89M	0.2%	$19.42	-15.7%	COM	88830R101
DKS	DICKS SPORTING GOODS INC	33,579	$1.867M	0.2%	$40.28	0.0%	COM	253393102
—	KRAFT FOODS GROUP INC	33,279	$1.854M	0.2%	$55.56	—	COM	50076Q106
CE	CELANESE CORP DEL	33,380	$1.801M	0.2%	$42.51	0.0%	COM SER A	150870103
—	NATIONAL OILWELL VARCO INC	22,426	$1.742M	0.2%	$70.31	—	COM	637071101
AVD	AMERICAN VANGUARD CORP	82,500	$1.737M	0.2%	$24.57	-11.8%	COM	030371108
—	MTS SYS CORP	25,000	$1.696M	0.1%	$58.01	—	COM	553777103
—	COSAN LTD	149,000	$1.679M	0.1%	$13.79	—	SHS A	G25343107
MTRN	MATERION CORP	50,000	$1.67M	0.1%	$29.01	+2.4%	COM	576690101
—	LUXFER HLDGS PLC	80,000	$1.576M	0.1%	$16.74	—	SPONSORED ADR	550678106
AGRO	ADECOAGRO S A	190,000	$1.537M	0.1%	$6.93	0.0%	COM	L00849106
STT	STATE STR CORP	22,000	$1.518M	0.1%	$49.65	+1.0%	COM	857477103
ATI	ALLEGHENY TECHNOLOGIES INC	40,000	$1.5M	0.1%	$26.04	+21.4%	COM	01741R102
NUS	NU SKIN ENTERPRISES INC	17,500	$1.454M	0.1%	$44.76	+33.9%	CL A	67018T105
—	WEIGHT WATCHERS INTL INC NEW	70,000	$1.446M	0.1%	$44.73	—	COM	948626106
ROK	ROCKWELL AUTOMATION INC	11,500	$1.429M	0.1%	$70.25	+33.5%	COM	773903109
PTC	PTC INC	40,000	$1.394M	0.1%	$36.75	0.0%	COM	69370C100
OKE	ONEOK INC NEW	21,858	$1.278M	0.1%	$19.74	+45.2%	COM	682680103
BDX	BECTON DICKINSON & CO	10,500	$1.213M	0.1%	$79.38	+15.2%	COM	075887109
PWR	QUANTA SVCS INC	27,000	$995K	0.1%	$27.23	+20.2%	COM	74762E102
HUM	HUMANA INC	8,700	$984K	0.1%	$89.30	+6.1%	COM	444859102
FLR	FLUOR CORP NEW	10,476	$800K	0.1%	$67.68	+2.3%	COM	343412102
—	GT ADVANCED TECHNOLOGIES INC	46,000	$790K	0.1%	$17.17	—	COM	36191U106
BEN	FRANKLIN RES INC	14,500	$778K	0.1%	$32.14	+0.1%	COM	354613101
ZTS	ZOETIS INC	26,230	$761K	0.1%	$27.81	+0.1%	CL A	98978V103
CVGW	CALAVO GROWERS INC	18,900	$664K	0.1%	$22.91	+12.7%	COM	128246105
—	ELECTRO SCIENTIFIC INDS	60,000	$593K	0.1%	$10.22	—	COM	285229100
TKR	TIMKEN CO	10,000	$586K	0.1%	$39.57	+3.8%	COM	887389104
ADSK	AUTODESK INC	9,000	$435K	0.0%	$37.26	+39.1%	COM	052769106
—	DIAMOND FOODS INC	12,600	$433K	0.0%	$20.51	—	COM	252603105
CLH	CLEAN HARBORS INC	4,100	$226K	0.0%	$57.60	-5.4%	COM	184496107