Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
TMO	THERMO FISHER SCIENTIFIC INC	492,120	$60.04M	4.8%	$122.00 *	$93.20	+26.1%	COM	883556102
DHR	DANAHER CORP DEL	726,617	$55.07M	4.4%	$75.79 *	$25.01	+23.9%	COM	235851102
AWK	AMERICAN WTR WKS CO INC NEW	946,486	$45.71M	3.7%	$48.29 *	$32.15	+20.0%	COM	030420103
XYL	XYLEM INC	863,565	$31.3M	2.5%	$36.25 *	$24.86	+23.8%	COM	98419M100
—	AQUA AMERICA INC	1,155,677	$27.31M	2.2%	$23.63	$27.46	—	COM	03836W103
RVTY	PERKINELMER INC	576,901	$25.38M	2.0%	$43.99 *	$32.37	+29.6%	COM	714046109
AOS	SMITH A O	503,775	$24.21M	1.9%	$48.05 *	$20.21	-2.3%	COM	831865209
RSG	REPUBLIC SVCS INC	607,575	$23.57M	1.9%	$38.80 *	$26.55	+20.0%	COM	760759100
PNR	PENTAIR PLC	332,241	$21.98M	1.8%	$66.17 *	$41.76	-13.1%	SHS	G7S00T104
WAT	WATERS CORP	216,004	$21.61M	1.7%	$100.05	$101.35	-2.2%	COM	941848103
SEE	SEALED AIR CORP NEW	600,041	$21.23M	1.7%	$35.38 *	$22.15	+30.9%	COM	81211K100
WM	WASTE MGMT INC DEL	426,197	$20.2M	1.6%	$47.40 *	$34.02	+11.8%	COM	94106L109
FLS	FLOWSERVE CORP	270,842	$19.18M	1.5%	$70.80 *	$52.79	+7.6%	COM	34354P105
TRMB	TRIMBLE NAVIGATION LTD	613,403	$18.68M	1.5%	$30.45	$30.67	-0.6%	COM	896239100
HXL	HEXCEL CORP NEW	460,000	$18.28M	1.5%	$39.74	$36.21	+9.6%	COM	428291108
PFE	PFIZER INC	574,698	$17.11M	1.4%	$29.77 *	$16.59	+5.4%	COM	717081103
IPGP	IPG PHOTONICS CORP	246,000	$16.64M	1.3%	$67.66	$63.39	+8.5%	COM	44980X109
PH	PARKER HANNIFIN CORP	135,474	$15.45M	1.2%	$114.03 *	$93.85	+0.8%	COM	701094104
FSLR	FIRST SOLAR INC	212,000	$14.31M	1.1%	$67.51 *	$55.71	+18.1%	COM	336433107
DLTR	DOLLAR TREE INC	234,377	$13.14M	1.0%	$56.06	$51.37	+9.1%	COM	256746108
—	ROCKWOOD HLDGS INC	166,800	$12.99M	1.0%	$77.87	$74.58	—	COM	774415103
STKL	SUNOPTA INC	569,960	$11.79M	0.9%	$20.68 *	$9.71	+35.7%	COM	8676EP108
—	PRAXAIR INC	85,000	$11.13M	0.9%	$130.88	$123.98	—	COM	74005P104
—	MEAD JOHNSON NUTRITION CO	113,743	$11.01M	0.9%	$96.81	$80.68	—	COM	582839106
MSFT	MICROSOFT CORP	236,149	$10.97M	0.9%	$46.44 *	$27.69	+41.8%	COM	594918104
IEX	IDEX CORP	141,289	$10.38M	0.8%	$73.45 *	$45.08	+38.4%	COM	45167R104
FMC	F M C CORP	174,000	$9.996M	0.8%	$57.45 *	$43.89	-11.6%	COM NEW	302491303
UNH	UNITEDHEALTH GROUP INC	111,400	$9.637M	0.8%	$86.51 *	$54.23	+32.8%	COM	91324P102
—	BOULDER BRANDS INC	699,560	$9.511M	0.8%	$13.60	$13.83	—	COM	101405108
—	KEURIG GREEN MTN INC	72,000	$9.389M	0.8%	$130.40	$120.83	—	COM	49271M100
—	SPX CORP	96,743	$9.21M	0.7%	$95.20	$101.02	—	COM	784635104
FOSL	FOSSIL GROUP INC	95,585	$9.17M	0.7%	$95.94 *	$103.35	-9.1%	COM	34988V106
—	L BRANDS INC	133,114	$9.021M	0.7%	$67.77	$55.30	—	COM	501797104
HIG	HARTFORD FINL SVCS GROUP INC	239,685	$8.983M	0.7%	$37.48 *	$22.73	+29.4%	COM	416515104
EMR	EMERSON ELEC CO	141,186	$8.848M	0.7%	$62.67 *	$40.68	+13.5%	COM	291011104
MMM	3M CO	61,000	$8.674M	0.7%	$142.20 *	$66.21	+24.7%	COM	88579Y101
—	CHUBB CORP	93,964	$8.548M	0.7%	$90.97	$92.08	—	COM	171232101
ORCL	ORACLE CORP	221,906	$8.53M	0.7%	$38.44 *	$27.79	+16.4%	COM	68389X105
SQM	SOCIEDAD QUIMICA MINERA DE C	325,500	$8.473M	0.7%	$26.03	$31.82	-17.9%	SPON ADR SER B	833635105
CWT	CALIFORNIA WTR SVC GROUP	367,461	$8.393M	0.7%	$22.84 *	$15.54	+13.7%	COM	130788102
CSCO	CISCO SYS INC	333,058	$8.366M	0.7%	$25.12 *	$16.16	+10.4%	COM	17275R102
—	CALGON CARBON CORP	419,459	$8.335M	0.7%	$19.87	$17.80	—	COM	129603106
PEP	PEPSICO INC	88,535	$8.247M	0.7%	$93.15 *	$61.92	+7.4%	COM	713448108
IBM	INTERNATIONAL BUSINESS MACHS	43,402	$8.231M	0.7%	$189.65 *	$116.36	-1.9%	COM	459200101
OXY	OCCIDENTAL PETE CORP DEL	84,596	$8.225M	0.7%	$97.23 *	$58.55	+12.2%	COM	674599105
WFC	WELLS FARGO & CO NEW	156,727	$8.101M	0.6%	$51.69 *	$29.42	+28.6%	COM	949746101
DG	DOLLAR GEN CORP NEW	129,271	$7.928M	0.6%	$61.33 *	$47.54	+11.8%	COM	256677105
—	DU PONT E I DE NEMOURS & CO	108,133	$7.791M	0.6%	$72.05	$54.21	—	COM	263534109
—	TREEHOUSE FOODS INC	97,102	$7.771M	0.6%	$80.03	$71.30	—	COM	89469A104
—	REXNORD CORP NEW	269,258	$7.655M	0.6%	$28.43	$28.46	—	COM	76169B102
—	FOOT LOCKER INC	135,000	$7.636M	0.6%	$56.56	$35.97	—	COM	344849104
TTEK	TETRA TECH INC NEW	299,706	$7.511M	0.6%	$25.06 *	$5.25	-4.9%	COM	88162G103
CSIQ	CANADIAN SOLAR INC	201,000	$7.479M	0.6%	$37.21 *	$32.43	+10.3%	COM	136635109
FELE	FRANKLIN ELEC INC	209,277	$7.419M	0.6%	$35.45 *	$31.43	-2.1%	COM	353514102
—	GNC HLDGS INC	190,442	$7.357M	0.6%	$38.63	$42.69	—	COM CL A	36191G107
—	FAIRCHILD SEMICONDUCTOR INTL	462,000	$7.355M	0.6%	$15.92	$15.92	—	COM	303726103
—	ACTAVIS PLC	30,001	$7.332M	0.6%	$244.39	$212.53	—	SHS	G0083B108
SBUX	STARBUCKS CORP	96,000	$7.226M	0.6%	$75.27 *	$26.67	+13.0%	COM	855244109
—	WHITEWAVE FOODS CO	203,856	$7.208M	0.6%	$35.36	$17.39	—	COM	966244105
—	SPECTRA ENERGY CORP	183,500	$7.199M	0.6%	$39.23	$35.88	—	COM	847560109
APD	AIR PRODS & CHEMS INC	54,000	$7.189M	0.6%	$133.13 *	$70.04	+30.8%	COM	009158106
ON	ON SEMICONDUCTOR CORP	770,000	$7.13M	0.6%	$9.26 *	$9.11	-1.8%	COM	682189105
AWR	AMERICAN STS WTR CO	230,599	$7.093M	0.6%	$30.76 *	$23.73	+2.7%	COM	029899101
AMGN	AMGEN INC	49,495	$6.933M	0.6%	$140.07 *	$77.19	+32.0%	COM	031162100
MOS	MOSAIC CO NEW	142,500	$6.472M	0.5%	$45.42 *	$39.83	-11.0%	COM	61945C103
—	CYTEC INDS INC	136,000	$6.464M	0.5%	$47.53	$73.94	—	COM	232820100
—	FINISH LINE INC	250,000	$6.375M	0.5%	$25.50	$24.09	—	CL A	317923100
CAG	CONAGRA FOODS INC	190,862	$6.295M	0.5%	$32.98 *	$16.95	+3.3%	COM	205887102
—	VMWARE INC	66,500	$6.258M	0.5%	$94.11	$96.47	—	CL A COM	928563402
ABT	ABBOTT LABS	148,757	$6.233M	0.5%	$41.90 *	$28.99	+15.8%	COM	002824100
LULU	LULULEMON ATHLETICA INC	140,000	$5.918M	0.5%	$42.27	$58.51	-28.2%	COM	550021109
—	KELLOGG CO	95,524	$5.904M	0.5%	$61.81 *	$38.72	+0.9%	COM	487836108
—	MYLAN INC	127,500	$5.838M	0.5%	$45.79	$36.83	—	COM	628530107
NJR	NEW JERSEY RES	115,000	$5.827M	0.5%	$50.67 *	$16.56	+5.5%	COM	646025106
VMI	VALMONT INDS INC	41,994	$5.678M	0.5%	$135.21	$147.92	-8.8%	COM	920253101
MRK	MERCK & CO INC NEW	94,546	$5.617M	0.4%	$59.41 *	$32.92	+21.1%	COM	58933Y105
ENS	ENERSYS	91,000	$5.421M	0.4%	$59.57 *	$47.17	+11.3%	COM	29275Y102
TEVA	TEVA PHARMACEUTICAL INDS LTD	101,125	$5.416M	0.4%	$53.56	$39.38	+36.5%	ADR	881624209
CF	CF INDS HLDGS INC	19,350	$5.391M	0.4%	$278.60 *	$29.81	+37.2%	COM	125269100
MA	MASTERCARD INC	70,974	$5.289M	0.4%	$74.52 *	$70.71	-2.4%	CL A	57636Q104
DVA	DAVITA HEALTHCARE PARTNERS I	71,793	$5.275M	0.4%	$73.48	$59.18	+23.6%	COM	23918K108
—	INTERNATIONAL RECTIFIER CORP	134,000	$5.265M	0.4%	$39.29	$39.29	—	COM	460254105
KO	COCA COLA CO	123,341	$5.211M	0.4%	$42.25 *	$27.48	+9.0%	COM	191216100
GIS	GENERAL MLS INC	100,523	$5.089M	0.4%	$50.63 *	$32.84	+3.9%	COM	370334104
NKE	NIKE INC	57,000	$5.08M	0.4%	$89.12 *	$33.75	+14.8%	CL B	654106103
—	ANSYS INC	66,500	$5.035M	0.4%	$75.71	$75.53	—	COM	03662Q105
PNC	PNC FINL SVCS GROUP INC	58,000	$4.97M	0.4%	$85.69 *	$59.84	+0.7%	COM	693475105
—	WALGREEN CO	82,500	$4.917M	0.4%	$59.60	$63.44	—	COM	931422109
—	FRESH MKT INC	140,000	$4.911M	0.4%	$35.08	$46.06	—	COM	35804H106
CE	CELANESE CORP DEL	82,093	$4.908M	0.4%	$59.79 *	$46.44	+1.6%	COM SER A	150870103
GLW	CORNING INC	250,000	$4.888M	0.4%	$19.55 *	$12.12	+18.8%	COM	219350105
MPWR	MONOLITHIC PWR SYS INC	108,000	$4.818M	0.4%	$44.61 *	$31.19	+27.5%	COM	609839105
ADSK	AUTODESK INC	86,950	$4.786M	0.4%	$55.04	$53.19	+3.6%	COM	052769106
—	DEAN FOODS CO NEW	362,564	$4.775M	0.4%	$13.17	$18.09	—	COM NEW	242370203
DKS	DICKS SPORTING GOODS INC	107,000	$4.743M	0.4%	$44.33 *	$35.95	-8.5%	COM	253393102
IFF	INTERNATIONAL FLAVORS&FRAGRA	48,600	$4.703M	0.4%	$96.77 *	$67.80	+8.4%	COM	459506101
PTC	PTC INC	125,000	$4.57M	0.4%	$36.56	$36.97	-0.2%	COM	69370C100
MCD	MCDONALDS CORP	46,781	$4.501M	0.4%	$96.21 *	$71.23	-0.0%	COM	580135101
—	MONSTER BEVERAGE CORP	48,934	$4.469M	0.4%	$91.33	$62.11	—	COM	611740101
—	EXPRESS SCRIPTS HLDG CO	62,551	$4.466M	0.4%	$71.40	$65.94	—	COM	30219G108
—	RTI INTL METALS INC	180,000	$4.453M	0.4%	$24.74	$26.27	—	COM	74973W107
CVS	CVS HEALTH CORP	55,356	$4.43M	0.4%	$80.03 *	$48.59	+19.5%	COM	126650100
CWCO	CONSOLIDATED WATER CO INC	370,950	$4.411M	0.4%	$11.89 *	$8.83	+2.6%	ORD	G23773107
—	WHOLE FOODS MKT INC	115,171	$4.326M	0.3%	$37.56	$49.84	—	COM	966837106
—	BUNGE LIMITED	51,000	$4.29M	0.3%	$84.12	$76.55	—	COM	G16962105
CLNE	CLEAN ENERGY FUELS CORP	508,000	$4.262M	0.3%	$8.39 *	$10.22	-23.7%	COM	184499101
—	MEDTRONIC INC	67,681	$4.233M	0.3%	$62.54	$60.76	—	COM	585055106
—	NATIONAL OILWELL VARCO INC	50,870	$3.973M	0.3%	$78.10	$75.11	—	COM	637071101
POWI	POWER INTEGRATIONS INC	70,000	$3.886M	0.3%	$55.51 *	$24.78	-2.5%	COM	739276103
—	UIL HLDG CORP	107,000	$3.817M	0.3%	$35.67	$36.69	—	COM	902748102
ITW	ILLINOIS TOOL WKS INC	44,431	$3.789M	0.3%	$85.28 *	$54.43	+19.3%	COM	452308109
SRE	SEMPRA ENERGY	36,000	$3.774M	0.3%	$104.83 *	$31.25	+19.0%	COM	816851109
—	ALCOA INC	235,000	$3.744M	0.3%	$15.93	$12.97	—	COM	013817101
—	COHERENT INC	58,000	$3.594M	0.3%	$61.97	$64.42	—	COM	192479103
ADM	ARCHER DANIELS MIDLAND CO	69,500	$3.565M	0.3%	$51.29 *	$27.38	+34.5%	COM	039483102
ENPH	ENPHASE ENERGY INC	230,000	$3.501M	0.3%	$15.22	$12.67	+18.3%	COM	29355A107
DE	DEERE & CO	42,000	$3.458M	0.3%	$82.33 *	$69.16	-3.1%	COM	244199105
UGI	UGI CORP NEW	100,500	$3.438M	0.3%	$34.21	$30.01	+13.6%	COM	902681105
MTD	METTLER TOLEDO INTERNATIONAL	13,300	$3.423M	0.3%	$257.37	$225.46	+13.6%	COM	592688105
DECK	DECKERS OUTDOOR CORP	34,500	$3.399M	0.3%	$98.52 *	$10.47	+54.7%	COM	243537107
SJM	SMUCKER J M CO	34,000	$3.347M	0.3%	$98.44 *	$72.22	-1.6%	COM NEW	832696405
OKE	ONEOK INC NEW	46,868	$3.097M	0.2%	$66.08 *	$25.84	+26.8%	COM	682680103
—	SEMGROUP CORP	36,000	$3.033M	0.2%	$84.25	$57.06	—	CL A	81663A105
CAT	CATERPILLAR INC DEL	30,000	$2.995M	0.2%	$99.83 *	$65.08	+13.9%	COM	149123101
MTRN	MATERION CORP	95,000	$2.98M	0.2%	$31.37 *	$31.43	-2.4%	COM	576690101
—	LUXFER HLDGS PLC	175,000	$2.979M	0.2%	$17.02	$17.38	—	SPONSORED ADR	550678106
UNFI	UNITED NAT FOODS INC	47,000	$2.906M	0.2%	$61.83	$62.80	-2.1%	COM	911163103
—	MTS SYS CORP	42,000	$2.877M	0.2%	$68.50	$62.01	—	COM	553777103
—	LIFE TIME FITNESS INC	55,900	$2.844M	0.2%	$50.88	$49.34	—	COM	53217R207
BEN	FRANKLIN RES INC	50,098	$2.745M	0.2%	$54.79 *	$32.61	+0.7%	COM	354613101
UNP	UNION PAC CORP	25,100	$2.724M	0.2%	$108.53 *	$69.10	+22.1%	COM	907818108
—	FEI CO	35,000	$2.706M	0.2%	$77.31	$89.24	—	COM	30241L109
CL	COLGATE PALMOLIVE CO	39,374	$2.584M	0.2%	$65.63 *	$45.69	+9.8%	COM	194162103
AGCO	AGCO CORP	56,000	$2.575M	0.2%	$45.98 *	$41.98	-14.3%	COM	001084102
—	INNOPHOS HOLDINGS INC	44,000	$2.539M	0.2%	$57.70	$53.04	—	COM	45774N108
ALL	ALLSTATE CORP	40,000	$2.452M	0.2%	$61.30 *	$39.27	+22.5%	COM	020002101
INGR	INGREDION INC	32,000	$2.439M	0.2%	$76.22	$68.22	+11.1%	COM	457187102
—	FUELCELL ENERGY INC	1,120,000	$2.386M	0.2%	$2.13	$2.28	—	COM	35952H106
—	COSAN LTD	213,500	$2.327M	0.2%	$10.90	$13.35	—	SHS A	G25343107
—	VITAMIN SHOPPE INC	50,562	$2.296M	0.2%	$45.41	$45.09	—	COM	92849E101
FLR	FLUOR CORP NEW	33,918	$2.285M	0.2%	$67.37 *	$66.67	-10.4%	COM	343412102
—	COTT CORP QUE	327,818	$2.282M	0.2%	$6.96	$7.79	—	COM	22163N106
—	HYDROGENICS CORP NEW	133,000	$2.269M	0.2%	$17.06	$17.17	—	COM NEW	448883207
ZTS	ZOETIS INC	60,000	$2.207M	0.2%	$36.78 *	$27.93	+21.2%	CL A	98978V103
—	SUNEDISON INC	103,000	$2.039M	0.2%	$19.80	$14.14	—	COM	86732Y109
TRN	TRINITY INDS INC	43,000	$2.034M	0.2%	$47.30 *	$15.06	+59.0%	COM	896522109
MTZ	MASTEC INC	65,000	$2.02M	0.2%	$31.08	$30.62	-0.0%	COM	576323109
—	WEIGHT WATCHERS INTL INC NEW	70,000	$1.983M	0.2%	$28.33	$44.73	—	COM	948626106
—	KRAFT FOODS GROUP INC	34,779	$1.958M	0.2%	$56.30	$57.12	—	COM	50076Q106
ATI	ALLEGHENY TECHNOLOGIES INC	50,000	$1.911M	0.2%	$38.22 *	$28.57	+23.6%	COM	01741R102
TWI	TITAN INTL INC ILL	140,000	$1.757M	0.1%	$12.55 *	$19.18	-39.5%	COM	88830M102
HON	HONEYWELL INTL INC	18,000	$1.684M	0.1%	$93.56 *	$54.06	+22.5%	COM	438516106
—	CONTROL4 CORP	131,000	$1.679M	0.1%	$12.82	$19.72	—	COM	21240D107
AVD	AMERICAN VANGUARD CORP	150,000	$1.673M	0.1%	$11.15 *	$20.49	-48.0%	COM	030371108
TITN	TITAN MACHY INC	127,000	$1.655M	0.1%	$13.03	$19.32	-32.8%	COM	88830R101
HAIN	HAIN CELESTIAL GROUP INC	13,500	$1.38M	0.1%	$102.22 *	$46.52	+10.0%	COM	405217100
—	ENERNOC INC	79,000	$1.362M	0.1%	$17.24	$20.03	—	COM	292764107
HUM	HUMANA INC	10,000	$1.319M	0.1%	$131.90 *	$91.72	+30.0%	COM	444859102
—	SANDISK CORP	13,000	$1.296M	0.1%	$99.69	$70.52	—	COM	80004C101
—	PALL CORP	12,000	$1.003M	0.1%	$83.58	$83.58	—	COM	696429307
—	VARIAN MED SYS INC	12,000	$974K	0.1%	$81.17	$83.83	—	COM	92220P105
NUS	NU SKIN ENTERPRISES INC	17,500	$774K	0.1%	$44.23 *	$44.76	-30.4%	CL A	67018T105
—	ITC HLDGS CORP	20,000	$713K	0.1%	$35.65	$58.13	—	COM	465685105
ROK	ROCKWELL AUTOMATION INC	6,000	$669K	0.1%	$111.50 *	$70.25	+25.2%	COM	773903109
DCI	DONALDSON INC	7,000	$287K	0.0%	$41.00 *	$33.70	-0.0%	COM	257651109
—	POLYPORE INTL INC	7,000	$284K	0.0%	$40.57	$40.11	—	COM	73179V103