Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DHR	DANAHER CORP DEL	677,475	$58.42M	4.5%	$25.01	+31.7%	COM	235851102
AWK	AMERICAN WTR WKS CO INC NEW	786,631	$42.7M	3.3%	$32.15	+29.3%	COM	030420103
TMO	THERMO FISHER SCIENTIFIC INC	327,761	$41.5M	3.2%	$93.20	+26.1%	COM	883556102
XYL	XYLEM INC	1,051,236	$40.4M	3.1%	$26.10	+21.9%	COM	98419M100
WAT	WATERS CORP	299,934	$34.12M	2.6%	$103.64	+5.7%	COM	941848103
AOS	SMITH A O	561,263	$31.87M	2.4%	$20.38	+7.3%	COM	831865209
RVTY	PERKINELMER INC	644,873	$28.43M	2.2%	$33.33	+24.6%	COM	714046109
A	AGILENT TECHNOLOGIES INC	563,754	$23.32M	1.8%	$36.83	0.0%	COM	00846U101
—	AQUA AMERICA INC	847,324	$23.16M	1.8%	$27.46	—	COM	03836W103
WM	WASTE MGMT INC DEL	418,642	$21.59M	1.6%	$34.02	+14.8%	COM	94106L109
PNR	PENTAIR PLC	312,216	$20.96M	1.6%	$41.76	-13.0%	SHS	G7S00T104
IPGP	IPG PHOTONICS CORP	260,700	$19.78M	1.5%	$63.83	+11.4%	COM	44980X109
SEE	SEALED AIR CORP NEW	444,105	$19.06M	1.5%	$22.15	+41.3%	COM	81211K100
HXL	HEXCEL CORP NEW	446,750	$18.8M	1.4%	$36.21	+13.8%	COM	428291108
FLS	FLOWSERVE CORP	284,267	$17.15M	1.3%	$52.71	-2.8%	COM	34354P105
—	SPX CORP	167,852	$14.64M	1.1%	$95.17	—	COM	784635104
DLTR	DOLLAR TREE INC	205,933	$14.56M	1.1%	$51.37	+22.7%	COM	256746108
CSIQ	CANADIAN SOLAR INC	585,600	$13.85M	1.1%	$29.00	-6.2%	COM	136635109
IEX	IDEX CORP	169,196	$13.25M	1.0%	$48.27	+33.5%	COM	45167R104
RSG	REPUBLIC SVCS INC	321,566	$13.08M	1.0%	$26.55	+20.5%	COM	760759100
TRMB	TRIMBLE NAVIGATION LTD	470,678	$12.71M	1.0%	$30.67	-8.0%	COM	896239100
—	PALL CORP	121,960	$12.46M	0.9%	$100.35	—	COM	696429307
SQM	SOCIEDAD QUIMICA MINERA DE C	515,000	$12.39M	0.9%	$28.46	—	SPON ADR SER B	833635105
—	CALGON CARBON CORP	583,740	$12.12M	0.9%	$18.63	—	COM	129603106
—	PRAXAIR INC	91,900	$12.07M	0.9%	$124.53	—	COM	74005P104
FMC	F M C CORP	207,750	$11.96M	0.9%	$42.95	-11.2%	COM NEW	302491303
MSFT	MICROSOFT CORP	248,400	$11.68M	0.9%	$28.29	+41.0%	COM	594918104
PH	PARKER HANNIFIN CORP	88,594	$11.55M	0.9%	$93.85	+8.7%	COM	701094104
—	MEAD JOHNSON NUTRITION CO	112,129	$11.38M	0.9%	$80.68	—	COM	582839106
—	ROCKWOOD HLDGS INC	141,000	$11.16M	0.9%	$74.58	—	COM	774415103
FOSL	FOSSIL GROUP INC	93,900	$10.46M	0.8%	$103.35	+1.1%	COM	34988V106
PFE	PFIZER INC	331,500	$10.4M	0.8%	$16.59	+8.3%	COM	717081103
TTEK	TETRA TECH INC NEW	383,158	$10.37M	0.8%	$5.25	-0.3%	COM	88162G103
—	TREEHOUSE FOODS INC	116,147	$10.13M	0.8%	$73.92	—	COM	89469A104
—	FAIRCHILD SEMICONDUCTOR INTL	590,400	$10.11M	0.8%	$16.18	—	COM	303726103
MMM	3M CO	60,000	$9.95M	0.8%	$66.21	+35.5%	COM	88579Y101
UNH	UNITEDHEALTH GROUP INC	95,519	$9.824M	0.7%	$54.23	+46.1%	COM	91324P102
CSCO	CISCO SYS INC	334,100	$9.475M	0.7%	$16.16	+13.3%	COM	17275R102
—	GNC HLDGS INC	192,570	$9.028M	0.7%	$42.74	—	COM CL A	36191G107
SBUX	STARBUCKS CORP	110,000	$8.997M	0.7%	$27.26	+14.7%	COM	855244109
—	BOULDER BRANDS INC	793,250	$8.995M	0.7%	$13.54	—	COM	101405108
MOS	MOSAIC CO NEW	193,400	$8.92M	0.7%	$38.68	-8.3%	COM	61945C103
HIG	HARTFORD FINL SVCS GROUP INC	210,800	$8.911M	0.7%	$22.73	+37.6%	COM	416515104
DG	DOLLAR GEN CORP NEW	123,750	$8.799M	0.7%	$47.54	+19.1%	COM	256677105
PTC	PTC INC	238,800	$8.79M	0.7%	$36.99	+0.1%	COM	69370C100
—	DEAN FOODS CO NEW	447,239	$8.659M	0.7%	$18.33	—	COM NEW	242370203
PNC	PNC FINL SVCS GROUP INC	93,300	$8.623M	0.7%	$60.42	+1.6%	COM	693475105
WFC	WELLS FARGO & CO NEW	154,800	$8.579M	0.7%	$29.42	+31.8%	COM	949746101
—	FOOT LOCKER INC	148,986	$8.395M	0.6%	$37.88	—	COM	344849104
—	L BRANDS INC	97,326	$8.38M	0.6%	$55.30	—	COM	501797104
—	ACTAVIS PLC	31,725	$8.235M	0.6%	$215.09	—	SHS	G0083B108
MPWR	MONOLITHIC PWR SYS INC	163,500	$8.144M	0.6%	$34.37	+18.0%	COM	609839105
LULU	LULULEMON ATHLETICA INC	145,348	$8.103M	0.6%	$58.04	-21.4%	COM	550021109
—	MYLAN INC	141,707	$8.069M	0.6%	$38.84	—	COM	628530107
DECK	DECKERS OUTDOOR CORP	87,500	$8.038M	0.6%	$13.35	+14.0%	COM	243537107
—	UIL HLDG CORP	179,000	$8.034M	0.6%	$39.99	—	COM	902748102
STKL	SUNOPTA INC	662,700	$7.972M	0.6%	$10.10	+24.0%	COM	8676EP108
NJR	NEW JERSEY RES	126,500	$7.852M	0.6%	$16.85	+16.9%	COM	646025106
CWT	CALIFORNIA WTR SVC GROUP	310,517	$7.816M	0.6%	$15.54	+24.6%	COM	130788102
—	CHUBB CORP	74,016	$7.721M	0.6%	$92.08	—	COM	171232101
—	KEURIG GREEN MTN INC	57,750	$7.704M	0.6%	$120.83	—	COM	49271M100
GLW	CORNING INC	330,000	$7.653M	0.6%	$12.87	+18.1%	COM	219350105
—	REXNORD CORP NEW	254,538	$7.295M	0.6%	$28.46	—	COM	76169B102
PEP	PEPSICO INC	74,200	$7.12M	0.5%	$61.92	+10.8%	COM	713448108
—	SUNPOWER CORP	267,000	$6.87M	0.5%	$25.73	—	COM	867652406
—	KELLOGG CO	101,115	$6.736M	0.5%	$38.83	+4.7%	COM	487836108
ORCL	ORACLE CORP	147,800	$6.701M	0.5%	$27.79	+24.1%	COM	68389X105
—	Walgreen Co	87,240	$6.635M	0.5%	$64.12	—	COMMON	931422109
ACM	AECOM TECHNOLOGY CORP DELAWA	214,189	$6.591M	0.5%	$30.01	0.0%	COM	00766T100
TEVA	TEVA PHARMACEUTICAL INDS LTD	115,000	$6.552M	0.5%	$41.42	—	ADR	881624209
—	FINISH LINE INC	269,481	$6.535M	0.5%	$24.10	—	CL A	317923100
UGI	UGI CORP NEW	168,000	$6.532M	0.5%	$32.77	+12.5%	COM	902681105
GIS	GENERAL MLS INC	118,964	$6.466M	0.5%	$33.21	+6.1%	COM	370334104
AMGN	AMGEN INC	40,000	$6.425M	0.5%	$77.19	+46.8%	COM	031162100
—	QUESTAR CORP	244,000	$6.281M	0.5%	$25.74	—	COM	748356102
CAG	CONAGRA FOODS INC	170,000	$6.258M	0.5%	$16.95	+10.5%	COM	205887102
—	SUNEDISON INC	327,000	$6.246M	0.5%	$17.54	—	COM	86732Y109
—	RTI INTL METALS INC	240,000	$6.154M	0.5%	$26.11	—	COM	74973W107
IFF	INTERNATIONAL FLAVORS&FRAGRA	58,160	$5.988M	0.5%	$69.10	+9.6%	COM	459506101
—	CYTEC INDS INC	128,000	$5.974M	0.5%	$73.94	—	COM	232820100
—	WHITEWAVE FOODS CO	169,554	$5.972M	0.5%	$17.39	—	COM	966244105
—	DU PONT E I DE NEMOURS & CO	80,000	$5.967M	0.5%	$54.21	—	COM	263534109
MRK	MERCK & CO INC NEW	103,411	$5.962M	0.5%	$33.47	+17.6%	COM	58933Y105
DVA	DAVITA HEALTHCARE PARTNERS I	78,166	$5.941M	0.5%	$60.49	+24.5%	COM	23918K108
UNFI	UNITED NAT FOODS INC	75,264	$5.828M	0.4%	$65.77	+7.5%	COM	911163103
IBM	INTERNATIONAL BUSINESS MACHS	35,847	$5.737M	0.4%	$116.36	-13.7%	COM	459200101
DKS	DICKS SPORTING GOODS INC	113,148	$5.668M	0.4%	$35.90	-2.2%	COM	253393102
HON	HONEYWELL INTL INC	56,000	$5.64M	0.4%	$63.71	+7.2%	COM	438516106
APD	AIR PRODS & CHEMS INC	38,000	$5.565M	0.4%	$70.04	+37.4%	COM	009158106
—	ALCOA INC	350,000	$5.548M	0.4%	$13.92	—	COM	013817101
EMR	EMERSON ELEC CO	87,321	$5.446M	0.4%	$40.68	+14.1%	COM	291011104
ABT	ABBOTT LABS	118,572	$5.418M	0.4%	$28.99	+21.8%	COM	002824100
NKE	NIKE INC	55,000	$5.328M	0.4%	$33.75	+20.7%	CL B	654106103
—	WHOLE FOODS MKT INC	105,395	$5.312M	0.4%	$49.84	—	COM	966837106
—	FRESH MKT INC	126,895	$5.248M	0.4%	$46.06	—	COM	35804H106
—	SKECHERS U S A INC	92,500	$5.173M	0.4%	$55.92	—	CL A	830566105
CE	CELANESE CORP DEL	85,200	$5.149M	0.4%	$46.47	+1.7%	COM SER A	150870103
—	EXPRESS SCRIPTS HLDG CO	60,000	$5.145M	0.4%	$65.94	—	COM	30219G108
ENPH	ENPHASE ENERGY INC	364,000	$5.129M	0.4%	$12.60	-1.0%	COM	29355A107
—	POLYPORE INTL INC	108,500	$5.11M	0.4%	$46.65	—	COM	73179V103
JNJ	JOHNSON & JOHNSON	48,200	$5.078M	0.4%	$77.30	0.0%	COM	478160104
—	MONSTER BEVERAGE CORP	45,876	$5.027M	0.4%	$62.11	—	COM	611740101
MA	MASTERCARD INC	56,720	$4.933M	0.4%	$70.71	+7.9%	CL A	57636Q104
CVS	CVS HEALTH CORP	50,231	$4.899M	0.4%	$48.59	+32.6%	COM	126650100
CF	CF INDS HLDGS INC	17,691	$4.839M	0.4%	$29.81	+29.9%	COM	125269100
—	MEDTRONIC INC	65,000	$4.75M	0.4%	$60.76	—	COM	585055106
MTD	METTLER TOLEDO INTERNATIONAL	14,500	$4.429M	0.3%	$229.55	+19.7%	COM	592688105
—	BUNGE LIMITED	47,500	$4.375M	0.3%	$76.55	—	COM	G16962105
—	CONTROL4 CORP	277,000	$4.227M	0.3%	$17.37	—	COM	21240D107
ADM	ARCHER DANIELS MIDLAND CO	77,500	$4.099M	0.3%	$28.27	+27.4%	COM	039483102
AWR	AMERICAN STS WTR CO	106,921	$4.061M	0.3%	$23.73	+16.5%	COM	029899101
KO	COCA COLA CO	94,500	$4.041M	0.3%	$27.48	+9.4%	COM	191216100
CWCO	CONSOLIDATED WATER CO INC	360,666	$3.852M	0.3%	$8.83	+0.9%	ORD	G23773107
—	ABENGOA YIELD PLC	140,000	$3.801M	0.3%	$27.15	—	ORD SHS	G00349103
MTRN	MATERION CORP	105,000	$3.725M	0.3%	$31.72	+8.6%	COM	576690101
—	FEI CO	40,000	$3.686M	0.3%	$89.61	—	COM	30241L109
SJM	SMUCKER J M CO	35,893	$3.679M	0.3%	$72.26	+1.0%	COM NEW	832696405
—	DISCOVER FINL SVCS	54,800	$3.634M	0.3%	$66.31	—	COM	254709108
—	NATIONAL OILWELL VARCO INC	54,100	$3.584M	0.3%	$74.58	—	COM	637071101
—	MTS SYS CORP	47,000	$3.557M	0.3%	$63.47	—	COM	553777103
—	LIFE TIME FITNESS INC	60,181	$3.412M	0.3%	$49.86	—	COM	53217R207
UNP	UNION PAC CORP	28,200	$3.391M	0.3%	$71.33	+25.4%	COM	907818108
ENS	ENERSYS	54,200	$3.351M	0.3%	$47.17	+12.0%	COM	29275Y102
DE	DEERE & CO	36,400	$3.256M	0.2%	$69.16	+2.1%	COM	244199105
ALL	ALLSTATE CORP	45,000	$3.192M	0.2%	$40.65	+27.1%	COM	020002101
OXY	OCCIDENTAL PETE CORP DEL	39,200	$3.191M	0.2%	$58.55	+1.3%	COM	674599105
—	VMWARE INC	38,000	$3.141M	0.2%	$96.47	—	CL A COM	928563402
—	ENERNOC INC	200,799	$3.14M	0.2%	$17.37	—	COM	292764107
ITW	ILLINOIS TOOL WKS INC	31,539	$3.03M	0.2%	$54.43	+28.7%	COM	452308109
—	LUXFER HLDGS PLC	200,000	$3.028M	0.2%	$17.10	—	SPONSORED ADR	550678106
CAT	CATERPILLAR INC DEL	32,500	$3.009M	0.2%	$65.72	+11.6%	COM	149123101
POWI	POWER INTEGRATIONS INC	56,000	$2.929M	0.2%	$24.78	-8.0%	COM	739276103
—	FUELCELL ENERGY INC	1,800,000	$2.862M	0.2%	$2.02	—	COM	35952H106
—	PIEDMONT NAT GAS INC	67,000	$2.676M	0.2%	$39.94	—	COM	720186105
ATI	ALLEGHENY TECHNOLOGIES INC	75,000	$2.619M	0.2%	$29.54	+6.6%	COM	01741R102
INGR	INGREDION INC	30,250	$2.598M	0.2%	$68.22	+16.6%	COM	457187102
—	VITAMIN SHOPPE INC	53,469	$2.564M	0.2%	$45.24	—	COM	92849E101
—	INNOPHOS HOLDINGS INC	40,341	$2.399M	0.2%	$53.04	—	COM	45774N108
AGCO	AGCO CORP	51,284	$2.344M	0.2%	$41.98	-16.4%	COM	001084102
AVD	AMERICAN VANGUARD CORP	203,000	$2.332M	0.2%	$17.91	-40.9%	COM	030371108
BEN	FRANKLIN RES INC	41,160	$2.306M	0.2%	$32.61	+1.9%	COM	354613101
—	HYDROGENICS CORP NEW	161,000	$2.159M	0.2%	$16.52	—	COM NEW	448883207
—	KRAFT FOODS GROUP INC	30,150	$1.915M	0.1%	$57.12	—	COM	50076Q106
—	WEIGHT WATCHERS INTL INC NEW	72,676	$1.843M	0.1%	$44.02	—	COM	948626106
FLR	FLUOR CORP NEW	29,000	$1.768M	0.1%	$66.67	-15.1%	COM	343412102
—	SPECTRA ENERGY CORP	48,100	$1.766M	0.1%	$35.88	—	COM	847560109
ZTS	ZOETIS INC	38,850	$1.684M	0.1%	$27.93	+33.2%	CL A	98978V103
HAIN	HAIN CELESTIAL GROUP INC	28,034	$1.656M	0.1%	$50.45	+7.2%	COM	405217100
SRE	SEMPRA ENERGY	14,500	$1.643M	0.1%	$31.25	+23.1%	COM	816851109
HUM	HUMANA INC	11,200	$1.633M	0.1%	$95.29	+31.2%	COM	444859102
TITN	TITAN MACHY INC	116,070	$1.584M	0.1%	$19.32	-29.5%	COM	88830R101
FFIV	F5 NETWORKS INC	11,300	$1.5M	0.1%	$124.66	0.0%	COM	315616102
CL	COLGATE PALMOLIVE CO	21,300	$1.492M	0.1%	$45.69	+14.2%	COM	194162103
TWI	TITAN INTL INC ILL	127,338	$1.378M	0.1%	$19.18	-47.3%	COM	88830M102
—	VARIAN MED SYS INC	13,500	$1.188M	0.1%	$84.30	—	COM	92220P105
INTC	INTEL CORP	25,000	$919K	0.1%	$26.63	0.0%	COM	458140100
—	COTT CORP QUE	117,818	$813K	0.1%	$7.79	—	COM	22163N106
NUS	NU SKIN ENTERPRISES INC	18,169	$805K	0.1%	$44.24	-30.6%	CL A	67018T105
—	ANSYS INC	9,500	$787K	0.1%	$75.53	—	COM	03662Q105
—	IXYS CORP	54,000	$678K	0.1%	$12.56	—	COM	46600W106
ADSK	AUTODESK INC	6,700	$405K	0.0%	$53.19	+8.8%	COM	052769106
CLNE	CLEAN ENERGY FUELS CORP	67,000	$336K	0.0%	$10.22	-40.9%	COM	184499101