Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
TMO	THERMO FISHER SCIENTIFIC INC	342,654	$48.24M	4.6%	$140.79 *	$98.64	+39.6%	COM	883556102
DHR	DANAHER CORP DEL	506,262	$48.11M	4.6%	$95.03 *	$25.31	+54.2%	COM	235851102
XYL	XYLEM INC	1,099,090	$45.11M	4.3%	$41.04 *	$27.28	+33.2%	COM	98419M100
AOS	SMITH A O	470,997	$35.99M	3.5%	$76.42 *	$23.23	+39.7%	COM	831865209
WAT	WATERS CORP	247,612	$32.72M	3.1%	$132.16	$109.02	+21.0%	COM	941848103
A	AGILENT TECHNOLOGIES INC	791,151	$31.74M	3.0%	$40.12 *	$36.17	+1.9%	COM	00846U101
WM	WASTE MGMT INC DEL	380,098	$22.66M	2.2%	$59.63 *	$39.86	+23.8%	COM	94106L109
SEE	SEALED AIR CORP NEW	421,484	$20.24M	1.9%	$48.03 *	$30.43	+33.4%	COM	81211K100
RSG	REPUBLIC SVCS INC	391,384	$18.92M	1.8%	$48.35 *	$34.76	+16.6%	COM	760759100
HXL	HEXCEL CORP NEW	425,750	$18.75M	1.8%	$44.04	$38.58	+13.3%	COM	428291108
IPGP	IPG PHOTONICS CORP	192,500	$18.55M	1.8%	$96.34	$67.64	+42.1%	COM	44980X109
RVTY	PERKINELMER INC	335,020	$16.53M	1.6%	$49.34 *	$33.33	+44.1%	COM	714046109
TRMB	TRIMBLE NAVIGATION LTD	664,946	$16.48M	1.6%	$24.78	$26.50	-6.4%	COM	896239100
PTC	PTC INC	468,350	$15.42M	1.5%	$32.93	$35.91	-7.7%	COM	69370C100
TTEK	TETRA TECH INC NEW	464,903	$13.84M	1.3%	$29.76 *	$5.20	+14.8%	COM	88162G103
—	ANSYS INC	152,795	$13.53M	1.3%	$88.57	$90.62	—	COM	03662Q105
PNR	PENTAIR PLC	248,767	$13.45M	1.3%	$54.07 *	$35.73	-13.0%	SHS	G7S00T104
—	PRAXAIR INC	115,640	$13.3M	1.3%	$115.00	$121.55	—	COM	74005P104
—	AQUA AMERICA INC	395,050	$12.62M	1.2%	$31.95	$26.82	—	COM	03836W103
MSFT	MICROSOFT CORP	218,360	$12.02M	1.2%	$55.05 *	$28.57	+70.5%	COM	594918104
—	FOOT LOCKER INC	177,053	$11.64M	1.1%	$65.74	$47.61	—	COM	344849104
GILD	GILEAD SCIENCES INC	126,090	$11.6M	1.1%	$91.97 *	$76.95	-15.7%	COM	375558103
FMC	F M C CORP	277,726	$11.46M	1.1%	$41.28 *	$39.86	-29.8%	COM NEW	302491303
IEX	IDEX CORP	134,196	$11.19M	1.1%	$83.41 *	$48.27	+51.7%	COM	45167R104
FSLR	FIRST SOLAR INC	160,100	$11.04M	1.1%	$68.97	$57.29	+19.5%	COM	336433107
ALB	ALBEMARLE CORP	160,000	$10.24M	1.0%	$63.99 *	$42.77	+30.9%	COM	012653101
MCHP	MICROCHIP TECHNOLOGY INC	207,000	$10.11M	1.0%	$48.84 *	$19.30	+3.7%	COM	595017104
—	XILINX INC	204,240	$9.777M	0.9%	$47.87	$47.85	—	COM	983919101
MAS	MASCO CORP	308,665	$9.754M	0.9%	$31.60 *	$23.79	+14.2%	COM	574599106
—	AVANGRID INC	239,500	$9.647M	0.9%	$40.28	$38.68	—	COM	05351W103
ON	ON SEMICONDUCTOR CORP	959,500	$9.317M	0.9%	$9.71	$9.99	-4.0%	COM	682189105
PEP	PEPSICO INC	86,825	$8.916M	0.9%	$102.69 *	$63.55	+20.2%	COM	713448108
JNJ	JOHNSON & JOHNSON	81,432	$8.874M	0.9%	$108.97 *	$75.00	+10.2%	COM	478160104
POWI	POWER INTEGRATIONS INC	174,500	$8.681M	0.8%	$49.75 *	$23.42	-3.5%	COM	739276103
UNH	UNITEDHEALTH GROUP INC	66,587	$8.635M	0.8%	$129.68 *	$55.24	+99.6%	COM	91324P102
CSCO	CISCO SYS INC	297,165	$8.457M	0.8%	$28.46 *	$16.26	+28.9%	COM	17275R102
—	CRANE CO	153,319	$8.321M	0.8%	$54.27	$55.69	—	COM	224399105
GIS	GENERAL MLS INC	131,118	$8.301M	0.8%	$63.31 *	$34.68	+29.5%	COM	370334104
—	DU PONT E I DE NEMOURS & CO	124,385	$7.982M	0.8%	$64.17	$53.10	—	COM	263534109
MMM	3M CO	47,500	$7.921M	0.8%	$166.76 *	$70.59	+43.0%	COM	88579Y101
MTD	METTLER TOLEDO INTERNATIONAL	23,020	$7.901M	0.8%	$343.22	$278.19	+23.9%	COM	592688105
CAG	CONAGRA FOODS INC	175,664	$7.896M	0.8%	$44.95 *	$19.59	+25.5%	COM	205887102
GLW	CORNING INC	370,000	$7.711M	0.7%	$20.84 *	$13.23	+21.9%	COM	219350105
—	SPX FLOW INC	301,387	$7.7M	0.7%	$25.55	$29.25	—	COM	78469X107
ROK	ROCKWELL AUTOMATION INC	66,420	$7.595M	0.7%	$114.35 *	$90.30	+4.6%	COM	773903109
NJR	NEW JERSEY RES	208,000	$7.561M	0.7%	$36.35 *	$21.42	+23.3%	COM	646025106
CSIQ	CANADIAN SOLAR INC	380,140	$7.379M	0.7%	$19.41	$27.79	-30.6%	COM	136635109
—	KELLOGG CO	95,394	$7.329M	0.7%	$76.83 *	$39.24	+29.7%	COM	487836108
MWA	MUELLER WTR PRODS INC	741,598	$7.32M	0.7%	$9.87 *	$7.26	+16.0%	COM SER A	624758108
BSX	BOSTON SCIENTIFIC CORP	374,369	$7.046M	0.7%	$18.82	$17.63	+6.7%	COM	101137107
UGI	UGI CORP NEW	173,000	$6.996M	0.7%	$40.44	$33.76	+19.4%	COM	902681105
CWT	CALIFORNIA WTR SVC GROUP	258,409	$6.993M	0.7%	$27.06 *	$16.65	+31.8%	COM	130788102
—	DEAN FOODS CO NEW	397,145	$6.926M	0.7%	$17.44	$18.08	—	COM NEW	242370203
DG	DOLLAR GEN CORP NEW	78,217	$6.738M	0.6%	$86.14 *	$48.24	+56.6%	COM	256677105
—	MEAD JOHNSON NUTRITION CO	79,264	$6.737M	0.6%	$84.99	$80.67	—	COM	582839106
—	DISCOVER FINL SVCS	131,700	$6.619M	0.6%	$50.26	$59.36	—	COM	254709108
KR	KROGER CO	171,469	$6.531M	0.6%	$38.09 *	$30.81	+1.8%	COM	501044101
—	SILVER SPRING NETWORKS INC	420,363	$6.184M	0.6%	$14.71	$12.78	—	COM	82817Q103
SQM	SOCIEDAD QUIMICA MINERA DE C	294,000	$6.136M	0.6%	$20.87	$26.93	-23.7%	SPON ADR SER B	833635105
MOS	MOSAIC CO NEW	216,850	$6.098M	0.6%	$28.12 *	$36.81	-38.9%	COM	61945C103
DE	DEERE & CO	73,470	$5.886M	0.6%	$80.11 *	$71.05	-7.6%	COM	244199105
MPWR	MONOLITHIC PWR SYS INC	92,000	$5.755M	0.6%	$62.55 *	$42.26	+38.8%	COM	609839105
FLS	FLOWSERVE CORP	127,837	$5.63M	0.5%	$44.04 *	$45.27	-19.2%	COM	34354P105
—	SUNPOWER CORP	248,500	$5.591M	0.5%	$22.50	$29.20	—	COM	867652406
INGR	INGREDION INC	51,184	$5.518M	0.5%	$107.81	$80.71	+32.3%	COM	457187102
PNC	PNC FINL SVCS GROUP INC	63,290	$5.402M	0.5%	$85.35 *	$61.63	-0.0%	COM	693475105
RUN	SUNRUN INC	768,000	$4.969M	0.5%	$6.47	$8.09	-19.9%	COM	86771W105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	76,835	$4.798M	0.5%	$62.45 *	$55.57	+0.0%	CL A	192446102
—	L BRANDS INC	53,840	$4.758M	0.5%	$88.37	$58.75	—	COM	501797104
—	ALCOA INC	490,000	$4.743M	0.5%	$9.68	$12.95	—	COM	013817101
MA	MASTERCARD INC	49,900	$4.681M	0.4%	$93.81 *	$71.45	+24.8%	CL A	57636Q104
MDT	MEDTRONIC PLC	59,910	$4.518M	0.4%	$75.41 *	$58.05	+1.5%	SHS	G5960L103
AMGN	AMGEN INC	29,556	$4.418M	0.4%	$149.48 *	$82.28	+36.3%	COM	031162100
IFF	INTERNATIONAL FLAVORS&FRAGRA	38,493	$4.411M	0.4%	$114.59 *	$70.03	+28.0%	COM	459506101
—	NORTHWEST NAT GAS CO	80,500	$4.359M	0.4%	$54.15	$48.69	—	COM	667655104
MRK	MERCK & CO INC NEW	78,584	$4.182M	0.4%	$53.22 *	$34.53	+8.3%	COM	58933Y105
AAPL	APPLE INC	36,780	$4.03M	0.4%	$109.57 *	$27.25	-9.3%	COM	037833100
PRGO	PERRIGO CO PLC	31,046	$4.024M	0.4%	$129.61	$168.48	-24.1%	SHS	G97822103
—	TREEHOUSE FOODS INC	45,596	$3.947M	0.4%	$86.56	$76.33	—	COM	89469A104
ENPH	ENPHASE ENERGY INC	1,720,000	$3.939M	0.4%	$2.29	$9.92	-76.5%	COM	29355A107
—	FEI CO	42,500	$3.771M	0.4%	$88.73	$88.21	—	COM	30241L109
SBUX	STARBUCKS CORP	61,373	$3.683M	0.4%	$60.01 *	$33.49	+45.3%	COM	855244109
—	CALGON CARBON CORP	256,713	$3.676M	0.4%	$14.32	$18.63	—	COM	129603106
—	CERNER CORP	69,231	$3.65M	0.4%	$52.72	$52.72	—	COM	156782104
KO	COCA COLA CO	78,067	$3.636M	0.3%	$46.58 *	$27.56	+23.9%	COM	191216100
NKE	NIKE INC	58,381	$3.622M	0.3%	$62.04 *	$45.45	+19.4%	CL B	654106103
—	WALGREENS BOOTS ALLIANCE INC	42,341	$3.541M	0.3%	$83.63	$85.99	—	COM	931427108
—	WHOLE FOODS MKT INC	106,204	$3.385M	0.3%	$31.87	$43.69	—	COM	966837106
MTRN	MATERION CORP	125,000	$3.335M	0.3%	$26.68	$32.06	-17.4%	COM	576690101
—	LUXFER HLDGS PLC	300,000	$3.18M	0.3%	$10.60	$14.96	—	SPONSORED ADR	550678106
CWCO	CONSOLIDATED WATER CO INC	262,843	$3.173M	0.3%	$12.07 *	$8.83	+11.2%	ORD	G23773107
—	BUNGE LIMITED	56,000	$3.164M	0.3%	$56.50	$72.66	—	COM	G16962105
—	PATTERN ENERGY GROUP INC	159,000	$3.07M	0.3%	$19.31	$23.14	—	CL A	70338P100
—	WHITEWAVE FOODS CO	72,762	$2.937M	0.3%	$40.36	$17.66	—	COM	966244105
—	WGL HLDGS INC	39,200	$2.828M	0.3%	$72.14	$72.14	—	COM	92924F106
ROP	ROPER TECHNOLOGIES INC	15,527	$2.826M	0.3%	$182.01 *	$161.11	+6.9%	COM	776696106
—	MTS SYS CORP	46,600	$2.823M	0.3%	$60.58	$63.95	—	COM	553777103
UNP	UNION PAC CORP	35,028	$2.822M	0.3%	$80.56 *	$73.63	-13.0%	COM	907818108
HIG	HARTFORD FINL SVCS GROUP INC	59,860	$2.772M	0.3%	$46.31 *	$24.14	+54.7%	COM	416515104
—	IXYS CORP	219,000	$2.575M	0.2%	$11.76	$11.53	—	COM	46600W106
CAT	CATERPILLAR INC DEL	33,159	$2.537M	0.2%	$76.51 *	$65.39	-7.2%	COM	149123101
CC	CHEMOURS CO	350,000	$2.531M	0.2%	$7.23 *	$4.61	+10.3%	COM	163851108
—	GNC HLDGS INC	79,643	$2.515M	0.2%	$31.58	$42.76	—	COM CL A	36191G107
—	CONSTELLIUM NV	480,000	$2.477M	0.2%	$5.16	$14.71	—	CL A	N22035104
CVS	CVS HEALTH CORP	22,248	$2.315M	0.2%	$104.05 *	$52.50	+47.2%	COM	126650100
ADM	ARCHER DANIELS MIDLAND CO	62,313	$2.282M	0.2%	$36.62 *	$29.08	-6.5%	COM	039483102
VFC	V F CORP	34,426	$2.246M	0.2%	$65.24 *	$58.07	+5.0%	COM	918204108
HAIN	HAIN CELESTIAL GROUP INC	53,851	$2.211M	0.2%	$41.06	$47.89	-14.6%	COM	405217100
UNFI	UNITED NAT FOODS INC	53,951	$2.182M	0.2%	$40.44	$60.16	-33.0%	COM	911163103
WFC	WELLS FARGO & CO NEW	44,798	$2.179M	0.2%	$48.64 *	$29.50	+24.6%	COM	949746101
AXP	AMERICAN EXPRESS CO	35,790	$2.158M	0.2%	$60.30 *	$50.49	+5.6%	COM	025816109
GOOGL	ALPHABET INC	2,780	$2.136M	0.2%	$768.35 *	$36.72	+3.1%	CAP STK CL A	02079K305
EMR	EMERSON ELEC CO	39,145	$2.136M	0.2%	$54.57 *	$40.68	+4.0%	COM	291011104
CF	CF INDS HLDGS INC	66,760	$2.135M	0.2%	$31.98 *	$41.98	-43.2%	COM	125269100
DKS	DICKS SPORTING GOODS INC	44,650	$2.098M	0.2%	$46.99 *	$36.35	-1.9%	COM	253393102
ATI	ALLEGHENY TECHNOLOGIES INC	119,000	$1.999M	0.2%	$16.80 *	$29.65	-45.6%	COM	01741R102
—	AQUA METALS INC	300,000	$1.977M	0.2%	$6.59	$4.93	—	COM	03837J101
HTO	SJW CORP	49,210	$1.818M	0.2%	$36.94	$29.73	+22.3%	COM	784305104
SJM	SMUCKER J M CO	13,824	$1.8M	0.2%	$130.21 *	$80.05	+20.5%	COM NEW	832696405
—	ABENGOA YIELD PLC	98,000	$1.754M	0.2%	$17.90	$24.07	—	ORD SHS	G00349103
ITW	ILLINOIS TOOL WKS INC	17,090	$1.754M	0.2%	$102.63 *	$54.92	+48.3%	COM	452308109
AGCO	AGCO CORP	33,484	$1.721M	0.2%	$51.40 *	$41.86	-4.6%	COM	001084102
—	FINISH LINE INC	80,174	$1.711M	0.2%	$21.34	$23.84	—	CL A	317923100
—	MYLAN N V	36,687	$1.702M	0.2%	$46.39	$42.08	—	SHS EURO	N59465109
—	BIOAMBER INC	400,000	$1.688M	0.2%	$4.22	$4.22	—	COM	09072Q106
OKE	ONEOK INC NEW	56,600	$1.644M	0.2%	$29.05 *	$15.17	+8.4%	COM	682680103
—	SKECHERS U S A INC	51,586	$1.614M	0.2%	$31.29	$34.95	—	CL A	830566105
—	EXPRESS SCRIPTS HLDG CO	22,738	$1.57M	0.2%	$69.05	$70.00	—	COM	30219G108
COLM	COLUMBIA SPORTSWEAR CO	25,466	$1.552M	0.1%	$60.94 *	$48.62	+9.6%	COM	198516106
—	INNOPHOS HOLDINGS INC	50,274	$1.535M	0.1%	$30.53	$52.92	—	COM	45774N108
EL	LAUDER ESTEE COS INC	15,998	$1.511M	0.1%	$94.45 *	$73.33	+13.6%	CL A	518439104
ZTS	ZOETIS INC	33,999	$1.497M	0.1%	$44.03 *	$28.34	+44.9%	CL A	98978V103
LULU	LULULEMON ATHLETICA INC	21,266	$1.442M	0.1%	$67.81	$57.58	+17.6%	COM	550021109
OXY	OCCIDENTAL PETE CORP DEL	19,810	$1.359M	0.1%	$68.60 *	$56.31	-8.0%	COM	674599105
DECK	DECKERS OUTDOOR CORP	22,890	$1.325M	0.1%	$57.89 *	$13.28	-24.8%	COM	243537107
—	MONSANTO CO NEW	11,848	$1.079M	0.1%	$91.07	$95.43	—	COM	61166W101
—	IDEAL PWR INC	198,555	$929K	0.1%	$4.68	$8.06	—	COM	451622104
—	FUELCELL ENERGY INC	134,000	$900K	0.1%	$6.72	$6.72	—	COM NEW	35952H502
MDLZ	MONDELEZ INTL INC	20,604	$834K	0.1%	$40.48 *	$34.08	-5.9%	CL A	609207105
IBM	INTERNATIONAL BUSINESS MACHS	4,660	$692K	0.1%	$148.50 *	$116.36	-17.8%	COM	459200101
MAN	MANPOWERGROUP INC	7,420	$601K	0.1%	$81.00	$87.96	-7.4%	COM	56418H100
WHR	WHIRLPOOL CORP	3,170	$562K	0.1%	$177.29	$149.07	+21.0%	COM	963320106
—	E M C CORP MASS	19,700	$526K	0.1%	$26.70	$25.04	—	COM	268648102
INTC	INTEL CORP	15,100	$494K	0.0%	$32.72 *	$26.35	-2.1%	COM	458140100
TJX	TJX COS INC NEW	5,870	$462K	0.0%	$78.71 *	$30.40	+12.3%	COM	872540109
BEN	FRANKLIN RES INC	10,600	$415K	0.0%	$39.15 *	$30.30	-20.1%	COM	354613101
SWK	STANLEY BLACK & DECKER INC	3,400	$358K	0.0%	$105.29 *	$75.11	+8.8%	COM	854502101
—	PIEDMONT NAT GAS INC	5,500	$329K	0.0%	$59.82	$39.07	—	COM	720186105
HPQ	HP INC	23,300	$287K	0.0%	$12.32 *	$8.74	+2.4%	COM	40434L105
PG	PROCTER & GAMBLE CO	3,430	$284K	0.0%	$82.80 *	$56.34	+11.9%	COM	742718109
CMCSA	COMCAST CORP NEW	4,200	$255K	0.0%	$60.71 *	$23.43	+3.3%	CL A	20030N101
—	JUNIPER NETWORKS INC	9,420	$240K	0.0%	$25.48	$27.18	—	COM	48203R104
VZ	VERIZON COMMUNICATIONS INC	4,285	$232K	0.0%	$54.14 *	$27.00	+20.3%	COM	92343V104
OC	OWENS CORNING NEW	4,800	$227K	0.0%	$47.29	$44.07	+7.3%	COM	690742101
V	VISA INC	2,900	$223K	0.0%	$76.90 *	$66.38	+7.6%	COM CL A	92826C839
—	AETNA INC NEW	1,940	$222K	0.0%	$114.43	$106.19	—	COM	00817Y108
—	TENNECO INC	4,200	$216K	0.0%	$51.43	$43.74	—	COM	880349105
PVH	PVH CORP	2,150	$213K	0.0%	$99.07	$103.11	-5.3%	COM	693656100
—	SPECTRA ENERGY CORP	6,580	$201K	0.0%	$30.55	$33.38	—	COM	847560109
ALL	ALLSTATE CORP	2,800	$190K	0.0%	$67.86 *	$41.36	+31.4%	COM	020002101
ULTA	ULTA SALON COSMETCS & FRAG I	945	$183K	0.0%	$193.65	$164.62	+17.7%	COM	90384S303
—	INTERPUBLIC GROUP COS INC	7,400	$169K	0.0%	$22.84 *	$13.99	+13.4%	COM	460690100
PH	PARKER HANNIFIN CORP	1,500	$166K	0.0%	$110.67 *	$95.66	-0.4%	COM	701094104
—	GENERAL ELECTRIC CO	5,100	$162K	0.0%	$31.76	$24.57	—	COM	369604103
XOM	EXXON MOBIL CORP	1,730	$146K	0.0%	$84.39 *	$49.55	+9.9%	COM	30231G102
FITB	FIFTH THIRD BANCORP	8,300	$140K	0.0%	$16.87 *	$14.00	-15.3%	COM	316773100
—	VARIAN MED SYS INC	1,660	$132K	0.0%	$79.52	$84.30	—	COM	92220P105
HBAN	HUNTINGTON BANCSHARES INC	13,000	$125K	0.0%	$9.62 *	$6.13	+4.1%	COM	446150104
CNC	CENTENE CORP DEL	1,710	$107K	0.0%	$62.57 *	$29.85	+3.1%	COM	15135B101
KEY	KEYCORP NEW	8,991	$100K	0.0%	$11.12 *	$9.08	-18.8%	COM	493267108
MTZ	MASTEC INC	4,800	$97,000	0.0%	$20.21	$16.37	+23.7%	COM	576323109
—	PAREXEL INTL CORP	1,570	$97,000	0.0%	$61.78	$61.78	—	COM	699462107
ARW	ARROW ELECTRS INC	1,400	$89,000	0.0%	$63.57	$57.00	+13.0%	COM	042735100
—	VANTIV INC	1,480	$80,000	0.0%	$54.05	$47.50	—	CL A	92210H105
—	LABORATORY CORP AMER HLDGS	650	$77,000	0.0%	$118.46	$109.43	—	COM NEW	50540R409
RJF	RAYMOND JAMES FINANCIAL INC	1,550	$74,000	0.0%	$47.74 *	$31.75	-13.4%	COM	754730109
—	TESORO CORP	730	$63,000	0.0%	$86.30	$98.63	—	COM	881609101
CDNS	CADENCE DESIGN SYSTEM INC	2,600	$61,000	0.0%	$23.46	$21.70	+8.7%	COM	127387108
—	CALIFORNIA RES CORP	3,395	$4,000	0.0%	$1.18	$1.18	—	COM	13057Q107