The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 8,148 39,200 SH   DFND   39,200 0 0
AETNA INC NEW COM 00817Y108 294 1,940 SH   DFND   1,940 0 0
AGCO CORP COM 001084102 2,311 34,690 SH   DFND   34,690 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 31,155 529,844 SH   DFND   529,844 0 0
AIR PRODS & CHEMS INC COM 009158106 7,089 50,000 SH   DFND   50,000 0 0
ALBEMARLE CORP COM 012653101 16,412 156,800 SH   DFND   156,800 0 0
ALLSTATE CORP COM 020002101 172 1,950 SH   DFND   1,950 0 0
ALPHABET INC CAP STK CL A 02079K305 5,979 6,375 SH   DFND   6,375 0 0
AMDOCS LTD SHS G02602103 163 2,550 SH   DFND   2,550 0 0
AMERICAN EXPRESS CO COM 025816109 6,008 71,845 SH   DFND   71,845 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 13,490 172,725 SH   DFND   172,725 0 0
ANSYS INC COM 03662Q105 14,276 118,546 SH   DFND   118,546 0 0
AON PLC SHS CL A G0408V102 5,788 43,574 SH   DFND   43,574 0 0
APPLE INC COM 037833100 6,996 48,693 SH   DFND   48,693 0 0
AQUA AMERICA INC COM 03836W103 5,747 172,332 SH   DFND   172,332 0 0
AQUA METALS INC COM 03837J101 5,287 424,000 SH   DFND   424,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,554 62,866 SH   DFND   62,866 0 0
ARCONIC INC COM 03965L100 11,410 500,000 SH   DFND   500,000 0 0
AVANGRID INC COM 05351W103 5,758 130,000 SH   DFND   130,000 0 0
BIOAMBER INC COM 09072Q106 2,077 808,000 SH   DFND   808,000 0 0
BORGWARNER INC COM 099724106 66 1,600 SH   DFND   1,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,315 442,655 SH   DFND   442,655 0 0
BUNGE LIMITED COM G16962105 2,030 27,591 SH   DFND   27,591 0 0
CAL MAINE FOODS INC COM NEW 128030202 7,647 195,064 SH   DFND   195,064 0 0
CALGON CARBON CORP COM 129603106 6,961 459,502 SH   DFND   459,502 0 0
CAMPBELL SOUP CO COM 134429109 4,579 88,084 SH   DFND   88,084 0 0
CENTERPOINT ENERGY INC COM 15189T107 107 3,900 SH   DFND   3,900 0 0
CERNER CORP COM 156782104 13,295 201,045 SH   DFND   201,045 0 0
CF INDS HLDGS INC COM 125269100 546 19,921 SH   DFND   19,921 0 0
CIGNA CORPORATION COM 125509109 107 640 SH   DFND   640 0 0
CINTAS CORP COM 172908105 15,567 125,188 SH   DFND   125,188 0 0
CISCO SYS INC COM 17275R102 9,258 294,760 SH   DFND   294,760 0 0
COCA COLA CO COM 191216100 1,554 34,675 SH   DFND   34,675 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,388 126,819 SH   DFND   126,819 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,404 41,866 SH   DFND   41,866 0 0
COMCAST CORP NEW CL A 20030N101 338 8,700 SH   DFND   8,700 0 0
CONSOLIDATED WATER CO INC ORD G23773107 1,000 82,272 SH   DFND   82,272 0 0
CONSTELLIUM NV CL A N22035104 7,506 1,080,000 SH   DFND   1,080,000 0 0
COOPER COS INC COM NEW 216648402 308 1,300 SH   DFND   1,300 0 0
CORNING INC COM 219350105 14,274 470,000 SH   DFND   470,000 0 0
CRANE CO COM 224399105 14,305 182,063 SH   DFND   182,063 0 0
CREE INC COM 225447101 12,494 504,000 SH   DFND   504,000 0 0
CVS HEALTH CORP COM 126650100 9,962 124,112 SH   DFND   124,112 0 0
DANAHER CORP DEL COM 235851102 50,113 596,367 SH   DFND   596,367 0 0
DEAN FOODS CO NEW COM NEW 242370203 3,563 207,412 SH   DFND   207,412 0 0
DECKERS OUTDOOR CORP COM 243537107 3,121 45,970 SH   DFND   45,970 0 0
DEERE & CO COM 244199105 5,695 46,715 SH   DFND   46,715 0 0
DICKS SPORTING GOODS INC COM 253393102 1,753 44,650 SH   DFND   44,650 0 0
DISCOVER FINL SVCS COM 254709108 8,860 144,038 SH   DFND   144,038 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 7,443 92,510 SH   DFND   92,510 0 0
EMERSON ELEC CO COM 291011104 2,627 45,000 SH   DFND   45,000 0 0
ENERGOUS CORP COM 29272C103 1,645 100,000 SH   DFND   100,000 0 0
EXXON MOBIL CORP COM 30231G102 165 2,040 SH   DFND   2,040 0 0
F M C CORP COM NEW 302491303 22,248 303,272 SH   DFND   303,272 0 0
FIFTH THIRD BANCORP COM 316773100 188 7,200 SH   DFND   7,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,479 64,426 SH   DFND   64,426 0 0
FLOWSERVE CORP COM 34354P105 7,238 158,345 SH   DFND   158,345 0 0
FOOT LOCKER INC COM 344849104 6,018 123,568 SH   DFND   123,568 0 0
FORTIVE CORP COM 34959J108 2,071 32,954 SH   DFND   32,954 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 10,981 169,142 SH   DFND   169,142 0 0
FUELCELL ENERGY INC COM NEW 35952H502 1,226 950,000 SH   DFND   950,000 0 0
GENERAL ELECTRIC CO COM 369604103 146 5,400 SH   DFND   5,400 0 0
GENERAL MLS INC COM 370334104 4,940 89,874 SH   DFND   89,874 0 0
GILEAD SCIENCES INC COM 375558103 11,097 156,609 SH   DFND   156,609 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,986 55,529 SH   DFND   55,529 0 0
HANESBRANDS INC COM 410345102 159 6,895 SH   DFND   6,895 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 888 16,842 SH   DFND   16,842 0 0
HEXCEL CORP NEW COM 428291108 17,171 328,200 SH   DFND   328,200 0 0
HIGHWOODS PPTYS INC COM 431284108 68 1,350 SH   DFND   1,350 0 0
HP INC COM 40434L105 334 19,000 SH   DFND   19,000 0 0
IDEX CORP COM 45167R104 15,829 141,878 SH   DFND   141,878 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,921 20,623 SH   DFND   20,623 0 0
INGREDION INC COM 457187102 3,157 26,872 SH   DFND   26,872 0 0
INNOPHOS HOLDINGS INC COM 45774N108 484 11,077 SH   DFND   11,077 0 0
INTEL CORP COM 458140100 283 8,450 SH   DFND   8,450 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,046 7,840 SH   DFND   7,840 0 0
INTERPUBLIC GROUP COS INC COM 460690100 183 7,400 SH   DFND   7,400 0 0
IPG PHOTONICS CORP COM 44980X109 25,646 177,850 SH   DFND   177,850 0 0
ITRON INC COM 465741106 5,195 77,300 SH   DFND   77,300 0 0
JONES LANG LASALLE INC COM 48020Q107 124 1,000 SH   DFND   1,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 10,673 122,500 SH   DFND   122,500 0 0
KELLOGG CO COM 487836108 3,857 56,158 SH   DFND   56,158 0 0
L BRANDS INC COM 501797104 4,543 83,843 SH   DFND   83,843 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 243 1,600 SH   DFND   1,600 0 0
LAUDER ESTEE COS INC CL A 518439104 4,400 46,012 SH   DFND   46,012 0 0
LIBERTY PPTY TR SH BEN INT 531172104 106 2,600 SH   DFND   2,600 0 0
LINDSAY CORP COM 535555106 1,740 19,028 SH   DFND   19,028 0 0
LOWES COS INC COM 548661107 2,500 32,642 SH   DFND   32,642 0 0
LULULEMON ATHLETICA INC COM 550021109 1,652 27,947 SH   DFND   27,947 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 4,905 401,700 SH   DFND   401,700 0 0
MANPOWERGROUP INC COM 56418H100 717 6,498 SH   DFND   6,498 0 0
MARSH & MCLENNAN COS INC COM 571748102 148 1,900 SH   DFND   1,900 0 0
MASCO CORP COM 574599106 13,526 355,960 SH   DFND   355,960 0 0
MASTEC INC COM 576323109 216 4,900 SH   DFND   4,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,103 83,149 SH   DFND   83,149 0 0
MATERION CORP COM 576690101 5,535 147,000 SH   DFND   147,000 0 0
MAXIMUS INC COM 577933104 7,486 119,230 SH   DFND   119,230 0 0
MEDTRONIC PLC SHS G5960L103 6,553 73,874 SH   DFND   73,874 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 12,784 21,896 SH   DFND   21,896 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 8,899 115,000 SH   DFND   115,000 0 0
MICROSEMI CORP COM 595137100 7,956 170,000 SH   DFND   170,000 0 0
MICROSOFT CORP COM 594918104 11,156 162,885 SH   DFND   162,885 0 0
MKS INSTRUMENT INC COM 55306N104 169 2,500 SH   DFND   2,500 0 0
MONDELEZ INTL INC CL A 609207105 516 11,976 SH   DFND   11,976 0 0
MONOLITHIC PWR SYS INC COM 609839105 8,741 90,000 SH   DFND   90,000 0 0
MOSAIC CO NEW COM 61945C103 532 23,537 SH   DFND   23,537 0 0
MTS SYS CORP COM 553777103 2,507 48,400 SH   DFND   48,400 0 0
MUELLER WTR PRODS INC COM SER A 624758108 4,357 372,725 SH   DFND   372,725 0 0
MYRIAD GENETICS INC COM 62855J104 77 3,000 SH   DFND   3,000 0 0
NAUTILUS INC COM 63910B102 3,890 205,797 SH   DFND   205,797 0 0
NEW JERSEY RES COM 646025106 3,990 100,000 SH   DFND   100,000 0 0
NIKE INC CL B 654106103 3,869 72,760 SH   DFND   72,760 0 0
NORTHWEST NAT GAS CO COM 667655104 4,478 75,000 SH   DFND   75,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 4,322 72,282 SH   DFND   72,282 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,660 609,000 SH   DFND   609,000 0 0
ONEOK INC NEW COM 682680103 1,558 30,240 SH   DFND   30,240 0 0
OWENS CORNING NEW COM 690742101 299 4,500 SH   DFND   4,500 0 0
PACKAGING CORP AMER COM 695156109 251 2,250 SH   DFND   2,250 0 0
PARKER HANNIFIN CORP COM 701094104 14,391 91,634 SH   DFND   91,634 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 1,794 75,000 SH   DFND   75,000 0 0
PENTAIR PLC SHS G7S00T104 21,923 334,089 SH   DFND   334,089 0 0
PEPSICO INC COM 713448108 7,322 63,566 SH   DFND   63,566 0 0
PERKINELMER INC COM 714046109 12,162 179,572 SH   DFND   179,572 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,683 69,323 SH   DFND   69,323 0 0
POWER INTEGRATIONS INC COM 739276103 11,115 150,000 SH   DFND   150,000 0 0
PPG INDS INC COM 693506107 164 1,500 SH   DFND   1,500 0 0
PRAXAIR INC COM 74005P104 7,895 59,963 SH   DFND   59,963 0 0
PROCTER AND GAMBLE CO COM 742718109 232 2,670 SH   DFND   2,670 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 79 600 SH   DFND   600 0 0
PTC INC COM 69370C100 21,388 385,300 SH   DFND   385,300 0 0
PVH CORP COM 693656100 222 1,950 SH   DFND   1,950 0 0
QORVO INC COM 74736K101 10,608 165,000 SH   DFND   165,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 133 1,650 SH   DFND   1,650 0 0
REPUBLIC SVCS INC COM 760759100 20,064 317,325 SH   DFND   317,325 0 0
ROCKWELL AUTOMATION INC COM 773903109 16,403 103,278 SH   DFND   103,278 0 0
ROGERS CORP COM 775133101 211 1,950 SH   DFND   1,950 0 0
S&P GLOBAL INC COM 78409V104 365 2,500 SH   DFND   2,500 0 0
SEMPRA ENERGY COM 816851109 2,260 20,000 SH   DFND   20,000 0 0
SILICON LABORATORIES INC COM 826919102 11,876 174,000 SH   DFND   174,000 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 7,432 660,000 SH   DFND   660,000 0 0
SKECHERS U S A INC CL A 830566105 2,925 100,163 SH   DFND   100,163 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,845 40,000 SH   DFND   40,000 0 0
SMITH A O COM 831865209 25,948 463,774 SH   DFND   463,774 0 0
SMUCKER J M CO COM NEW 832696405 1,632 13,824 SH   DFND   13,824 0 0
SNAP ON INC COM 833034101 344 2,200 SH   DFND   2,200 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,795 114,200 SH   DFND   114,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 6,650 330,000 SH   DFND   330,000 0 0
SOUTH JERSEY INDS INC COM 838518108 4,625 135,000 SH   DFND   135,000 0 0
SPX FLOW INC COM 78469X107 5,918 160,903 SH   DFND   160,903 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,553 39,772 SH   DFND   39,772 0 0
SYNOPSYS INC COM 871607107 95 1,300 SH   DFND   1,300 0 0
TENNECO INC COM 880349105 211 3,700 SH   DFND   3,700 0 0
TESORO CORP COM 881609101 93 1,000 SH   DFND   1,000 0 0
TETRA TECH INC NEW COM 88162G103 9,777 213,936 SH   DFND   213,936 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 59,578 342,617 SH   DFND   342,617 0 0
TIMKEN CO COM 887389104 150 3,300 SH   DFND   3,300 0 0
TJX COS INC NEW COM 872540109 558 7,850 SH   DFND   7,850 0 0
TREEHOUSE FOODS INC COM 89469A104 275 3,400 SH   DFND   3,400 0 0
TRIMBLE INC COM 896239100 9,347 261,682 SH   DFND   261,682 0 0
TYSON FOODS INC CL A 902494103 2,552 41,445 SH   DFND   41,445 0 0
UGI CORP NEW COM 902681105 3,780 78,000 SH   DFND   78,000 0 0
ULTA BEAUTY INC COM 90384S303 199 695 SH   DFND   695 0 0
UNION PAC CORP COM 907818108 1,379 12,780 SH   DFND   12,780 0 0
UNITED NAT FOODS INC COM 911163103 2,274 63,044 SH   DFND   63,044 0 0
UNITEDHEALTH GROUP INC COM 91324P102 14,604 78,825 SH   DFND   78,825 0 0
V F CORP COM 918204108 2,676 47,013 SH   DFND   47,013 0 0
VALMONT INDS INC COM 920253101 15,449 104,454 SH   DFND   104,454 0 0
VANTIV INC CL A 92210H105 189 3,000 SH   DFND   3,000 0 0
VARIAN MED SYS INC COM 92220P105 231 2,250 SH   DFND   2,250 0 0
VICOR CORP COM 925815102 1,820 100,000 SH   DFND   100,000 0 0
VISA INC COM CL A 92826C839 312 3,300 SH   DFND   3,300 0 0
WASTE MGMT INC DEL COM 94106L109 25,869 354,268 SH   DFND   354,268 0 0
WATERS CORP COM 941848103 36,600 200,173 SH   DFND   200,173 0 0
WGL HLDGS INC COM 92924F106 7,379 88,000 SH   DFND   88,000 0 0
WHITING PETE CORP NEW COM 966387102 83 15,000 SH   DFND   15,000 0 0
WHOLE FOODS MKT INC COM 966837106 2,385 56,681 SH   DFND   56,681 0 0
XILINX INC COM 983919101 15,082 235,000 SH   DFND   235,000 0 0
XYLEM INC COM 98419M100 43,315 788,971 SH   DFND   788,971 0 0
ZOETIS INC CL A 98978V103 1,040 16,639 SH   DFND   16,639 0 0