| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2018 | 24 | 376,880 | PTC, WBT, ORA, GNRC | 13F-HR | 8/14/2018 | 000163415518000004 |
| Q1 2018 | 22 | 344,987 | GNRC, POWI, WTS, RYN | 13F-HR | 4/17/2018 | 000163415518000002 |
| Q4 2017 | 23 | 370,682 | GNRC, XYL, POWI, AWK | 13F-HR | 2/13/2018 | 000163415518000001 |
| Q3 2017 | 23 | 341,201 | CLH, XYL, WTS, GNRC | 13F-HR | 11/13/2017 | 000163415517000004 |
| Q2 2017 | 22 | 321,064 | CLH, XYL, AOS, WTS | 13F-HR | 8/14/2017 | 000163415517000003 |
| Q1 2017 | 22 | 315,056 | CLH, UNFI, TRMB, XYL | 13F-HR | 5/12/2017 | 000163415517000002 |
| Q4 2016 | 25 | 343,301 | CLH, UNFI, TRMB, ORA | 13F-HR | 2/14/2017 | 000163415517000001 |
| Q3 2016 | 25 | 335,797 | XYL, WTS, CLH, LKQ | 13F-HR | 11/14/2016 | 000163415516000008 |
| Q2 2016 | 24 | 308,846 | XYL, CLH, ORA, AWK | 13F-HR | 8/9/2016 | 000163415516000007 |
| Q1 2016 | 26 | 318,686 | CLH, XYL, AWK, LKQ | 13F-HR | 5/10/2016 | 000163415516000006 |
| Q4 2015 | 26 | 291,121 | AWK, XYL, LKQ, CLH | 13F-HR | 2/11/2016 | 000163415516000005 |
| Q3 2015 | 27 | 260,620 | AWK, XYL, CLH, BWA | 13F-HR | 11/12/2015 | 000163415515000004 |
| Q2 2015 | 43 | 322,868 | LKQ, PLL, XYL, SRCL | 13F-HR | 8/12/2015 | 000163415515000003 |
| Q1 2015 | 27 | 308,382 | SRCL, CLH, LKQ, XYL | 13F-HR | 5/13/2015 | 000163415515000002 |
| Q4 2014 | 25 | 308,109 | XYL, PLL, SRCL, LKQ | 13F-HR | 2/19/2015 | 000163415515000001 |