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 15,793 67,000 SH   DFND   67,000 0 0
ABBOTT LABS COM 002824100 49 849 SH   DFND   849 0 0
AETNA INC NEW COM 00817Y108 493 2,718 SH   DFND   2,718 0 0
AGCO CORP COM 001084102 987 13,651 SH   DFND   13,651 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 32,748 485,515 SH   DFND   485,515 0 0
AIR PRODS & CHEMS INC COM 009158106 8,231 50,000 SH   DFND   50,000 0 0
ALBEMARLE CORP COM 012653101 24,020 187,000 SH   DFND   187,000 0 0
ALLSTATE CORP COM 020002101 157 1,500 SH   DFND   1,500 0 0
ALPHABET INC CAP STK CL A 02079K305 6,346 6,010 SH   DFND   6,010 0 0
AMAZON COM INC COM 023135106 380 320 SH   DFND   320 0 0
AMDOCS LTD SHS G02602103 102 1,550 SH   DFND   1,550 0 0
AMERICAN EXPRESS CO COM 025816109 7,249 72,710 SH   DFND   72,710 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 10,952 119,536 SH   DFND   119,536 0 0
ANALOG DEVICES INC COM 032654105 15,195 170,000 SH   DFND   170,000 0 0
ANDEAVOR COM 03349M105 242 2,100 SH   DFND   2,100 0 0
ANSYS INC COM 03662Q105 25,984 175,983 SH   DFND   175,983 0 0
AON PLC SHS CL A G0408V102 5,599 41,623 SH   DFND   41,623 0 0
APPLE INC COM 037833100 3,593 21,000 SH   DFND   21,000 0 0
AQUA AMERICA INC COM 03836W103 7,346 186,787 SH   DFND   186,787 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,185 29,435 SH   DFND   29,435 0 0
ARCONIC INC COM 03965L100 19,334 700,000 SH   DFND   700,000 0 0
AVANGRID INC COM 05351W103 9,155 179,691 SH   DFND   179,691 0 0
BAXTER INTL INC COM 071813109 103 1,583 SH   DFND   1,583 0 0
BIOAMBER INC COM 09072Q106 599 1,478,000 SH   DFND   1,478,000 0 0
BORGWARNER INC COM 099724106 83 1,600 SH   DFND   1,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,439 493,804 SH   DFND   493,804 0 0
BUNGE LIMITED COM G16962105 1,017 15,152 SH   DFND   15,152 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,863 199,612 SH   DFND   199,612 0 0
CAMPBELL SOUP CO COM 134429109 5,397 111,363 SH   DFND   111,363 0 0
CELGENE CORP COM 151020104 117 1,120 SH   DFND   1,120 0 0
CERNER CORP COM 156782104 13,418 197,529 SH   DFND   197,529 0 0
CF INDS HLDGS INC COM 125269100 609 14,291 SH   DFND   14,291 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,897 18,300 SH   DFND   18,300 0 0
CISCO SYS INC COM 17275R102 12,629 327,266 SH   DFND   327,266 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,346 130,917 SH   DFND   130,917 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 7,143 99,800 SH   DFND   99,800 0 0
COMCAST CORP NEW CL A 20030N101 258 6,400 SH   DFND   6,400 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 128 4,353 SH   DFND   4,353 0 0
CONSTELLIUM NV CL A N22035104 15,960 1,400,000 SH   DFND   1,400,000 0 0
COOPER COS INC COM NEW 216648402 231 1,050 SH   DFND   1,050 0 0
CORNING INC COM 219350105 19,057 590,000 SH   DFND   590,000 0 0
CRANE CO COM 224399105 8,768 98,227 SH   DFND   98,227 0 0
CREE INC COM 225447101 19,237 516,300 SH   DFND   516,300 0 0
CSX CORP COM 126408103 33 593 SH   DFND   593 0 0
CVS HEALTH CORP COM 126650100 8,874 121,480 SH   DFND   121,480 0 0
DANAHER CORP DEL COM 235851102 47,126 503,699 SH   DFND   503,699 0 0
DECKERS OUTDOOR CORP COM 243537107 5,663 70,738 SH   DFND   70,738 0 0
DEERE & CO COM 244199105 6,415 40,676 SH   DFND   40,676 0 0
DENTSPLY SIRONA INC COM 24906P109 13,964 210,202 SH   DFND   210,202 0 0
DISCOVER FINL SVCS COM 254709108 12,260 158,193 SH   DFND   158,193 0 0
DOWDUPONT INC COM 26078J100 13,435 187,877 SH   DFND   187,877 0 0
ECOLAB INC COM 278865100 19,597 145,671 SH   DFND   145,671 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 61 531 SH   DFND   531 0 0
EMERSON ELEC CO COM 291011104 350 5,000 SH   DFND   5,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 215 3,345 SH   DFND   3,345 0 0
EXXON MOBIL CORP COM 30231G102 202 2,400 SH   DFND   2,400 0 0
F M C CORP COM NEW 302491303 31,094 327,305 SH   DFND   327,305 0 0
FIFTH THIRD BANCORP COM 316773100 207 6,750 SH   DFND   6,750 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,369 61,598 SH   DFND   61,598 0 0
FLOWSERVE CORP COM 34354P105 11,036 263,018 SH   DFND   263,018 0 0
FORTIVE CORP COM 34959J108 798 11,000 SH   DFND   11,000 0 0
FUELCELL ENERGY INC COM NEW 35952H502 2,076 1,200,000 SH   DFND   1,200,000 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 9,768 330,000 SH   DFND   330,000 0 0
GENERAL MLS INC COM 370334104 927 15,573 SH   DFND   15,573 0 0
GILEAD SCIENCES INC COM 375558103 9,464 130,570 SH   DFND   130,570 0 0
HANESBRANDS INC COM 410345102 1,914 91,000 SH   DFND   91,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 730 12,900 SH   DFND   12,900 0 0
HEXCEL CORP NEW COM 428291108 23,153 372,000 SH   DFND   372,000 0 0
HIGHWOODS PPTYS INC COM 431284108 69 1,350 SH   DFND   1,350 0 0
HORMEL FOODS CORP COM 440452100 9,416 257,678 SH   DFND   257,678 0 0
HP INC COM 40434L105 464 21,937 SH   DFND   21,937 0 0
IDEX CORP COM 45167R104 17,155 129,474 SH   DFND   129,474 0 0
II VI INC COM 902104108 14,741 310,000 SH   DFND   310,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,621 21,719 SH   DFND   21,719 0 0
INGREDION INC COM 457187102 2,029 14,502 SH   DFND   14,502 0 0
INNOPHOS HOLDINGS INC COM 45774N108 434 9,286 SH   DFND   9,286 0 0
INTEL CORP COM 458140100 7,261 157,105 SH   DFND   157,105 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,572 10,225 SH   DFND   10,225 0 0
INTERPUBLIC GROUP COS INC COM 460690100 108 5,300 SH   DFND   5,300 0 0
IPG PHOTONICS CORP COM 44980X109 38,949 180,950 SH   DFND   180,950 0 0
ITRON INC COM 465741106 7,530 110,000 SH   DFND   110,000 0 0
JONES LANG LASALLE INC COM 48020Q107 121 800 SH   DFND   800 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 17,674 163,000 SH   DFND   163,000 0 0
L BRANDS INC COM 501797104 3,942 64,600 SH   DFND   64,600 0 0
LAUDER ESTEE COS INC CL A 518439104 9,613 75,170 SH   DFND   75,170 0 0
LIBERTY PPTY TR SH BEN INT 531172104 113 2,600 SH   DFND   2,600 0 0
LINDSAY CORP COM 535555106 1,027 11,620 SH   DFND   11,620 0 0
LOWES COS INC COM 548661107 6,954 74,890 SH   DFND   74,890 0 0
LUXFER HOLDINGS PLC SHS G5698W116 8,575 550,000 SH   DFND   550,000 0 0
MANPOWERGROUP INC COM 56418H100 608 4,782 SH   DFND   4,782 0 0
MARSH & MCLENNAN COS INC COM 571748102 197 2,400 SH   DFND   2,400 0 0
MASCO CORP COM 574599106 17,700 401,188 SH   DFND   401,188 0 0
MASIMO CORP COM 574795100 28 325 SH   DFND   325 0 0
MASTEC INC COM 576323109 248 5,000 SH   DFND   5,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,842 78,028 SH   DFND   78,028 0 0
MATERION CORP COM 576690101 7,783 159,000 SH   DFND   159,000 0 0
MAXIMUS INC COM 577933104 8,636 119,881 SH   DFND   119,881 0 0
MEDTRONIC PLC SHS G5960L103 365 4,485 SH   DFND   4,485 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 67 4,734 SH   DFND   4,734 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,370 2,200 SH   DFND   2,200 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 15,773 178,000 SH   DFND   178,000 0 0
MICROSEMI CORP COM 595137100 12,004 230,000 SH   DFND   230,000 0 0
MICROSOFT CORP COM 594918104 13,318 155,365 SH   DFND   155,365 0 0
MKS INSTRUMENT INC COM 55306N104 225 2,350 SH   DFND   2,350 0 0
MONDELEZ INTL INC CL A 609207105 1,001 23,244 SH   DFND   23,244 0 0
MONOLITHIC PWR SYS INC COM 609839105 11,331 100,000 SH   DFND   100,000 0 0
MOSAIC CO NEW COM 61945C103 242 9,481 SH   DFND   9,481 0 0
MUELLER WTR PRODS INC COM SER A 624758108 5,829 462,655 SH   DFND   462,655 0 0
MYRIAD GENETICS INC COM 62855J104 104 3,000 SH   DFND   3,000 0 0
NEW JERSEY RES COM 646025106 7,361 185,413 SH   DFND   185,413 0 0
NIKE INC CL B 654106103 4,580 72,760 SH   DFND   72,760 0 0
NORTHWEST NAT GAS CO COM 667655104 6,595 110,000 SH   DFND   110,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,037 68,344 SH   DFND   68,344 0 0
ON SEMICONDUCTOR CORP COM 682189105 22,503 1,065,000 SH   DFND   1,065,000 0 0
ONEOK INC NEW COM 682680103 1,861 34,800 SH   DFND   34,800 0 0
OWENS CORNING NEW COM 690742101 301 3,250 SH   DFND   3,250 0 0
PACKAGING CORP AMER COM 695156109 64 526 SH   DFND   526 0 0
PARKER HANNIFIN CORP COM 701094104 20,171 101,257 SH   DFND   101,257 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 9,711 450,000 SH   DFND   450,000 0 0
PENTAIR PLC SHS G7S00T104 19,404 276,645 SH   DFND   276,645 0 0
PEPSICO INC COM 713448108 5,600 46,923 SH   DFND   46,923 0 0
PERKINELMER INC COM 714046109 36,484 496,922 SH   DFND   496,922 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,179 69,880 SH   DFND   69,880 0 0
POWER INTEGRATIONS INC COM 739276103 14,079 190,000 SH   DFND   190,000 0 0
PPG INDS INC COM 693506107 205 1,750 SH   DFND   1,750 0 0
PRAXAIR INC COM 74005P104 9,131 58,800 SH   DFND   58,800 0 0
PROCTER AND GAMBLE CO COM 742718109 376 4,086 SH   DFND   4,086 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 75 600 SH   DFND   600 0 0
PTC INC COM 69370C100 27,558 450,000 SH   DFND   450,000 0 0
PVH CORP COM 693656100 226 1,650 SH   DFND   1,650 0 0
QORVO INC COM 74736K101 17,850 265,000 SH   DFND   265,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 148 1,650 SH   DFND   1,650 0 0
RAYONIER INC COM 754907103 61 1,930 SH   DFND   1,930 0 0
REPUBLIC SVCS INC COM 760759100 9,437 140,000 SH   DFND   140,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 20,168 102,100 SH   DFND   102,100 0 0
ROGERS CORP COM 775133101 253 1,600 SH   DFND   1,600 0 0
S&P GLOBAL INC COM 78409V104 664 3,912 SH   DFND   3,912 0 0
SEALED AIR CORP NEW COM 81211K100 79 1,588 SH   DFND   1,588 0 0
SEMPRA ENERGY COM 816851109 4,819 45,000 SH   DFND   45,000 0 0
SILICON LABORATORIES INC COM 826919102 17,345 195,000 SH   DFND   195,000 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 2,276 140,000 SH   DFND   140,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,792 60,000 SH   DFND   60,000 0 0
SMITH A O COM 831865209 26,382 428,211 SH   DFND   428,211 0 0
SNAP ON INC COM 833034101 290 1,650 SH   DFND   1,650 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 9,745 165,000 SH   DFND   165,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 19,734 520,000 SH   DFND   520,000 0 0
SOUTH JERSEY INDS INC COM 838518108 7,188 230,000 SH   DFND   230,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 43 1,774 SH   DFND   1,774 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,914 40,662 SH   DFND   40,662 0 0
SYNOPSYS INC COM 871607107 188 2,200 SH   DFND   2,200 0 0
TE CONNECTIVITY LTD REG SHS H84989104 335 3,517 SH   DFND   3,517 0 0
TENNECO INC COM 880349105 196 3,300 SH   DFND   3,300 0 0
TETRA TECH INC NEW COM 88162G103 10,260 211,770 SH   DFND   211,770 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 93,147 487,248 SH   DFND   487,248 0 0
TIMKEN CO COM 887389104 177 3,600 SH   DFND   3,600 0 0
TJX COS INC NEW COM 872540109 843 11,031 SH   DFND   11,031 0 0
TREEHOUSE FOODS INC COM 89469A104 148 3,050 SH   DFND   3,050 0 0
TRIMBLE INC COM 896239100 14,623 356,913 SH   DFND   356,913 0 0
TYSON FOODS INC CL A 902494103 1,945 23,848 SH   DFND   23,848 0 0
UGI CORP NEW COM 902681105 10,584 225,000 SH   DFND   225,000 0 0
ULTA BEAUTY INC COM 90384S303 360 1,599 SH   DFND   1,599 0 0
UNIFIRST CORP MASS COM 904708104 144 872 SH   DFND   872 0 0
UNION PAC CORP COM 907818108 943 6,980 SH   DFND   6,980 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,444 73,817 SH   DFND   73,817 0 0
V F CORP COM 918204108 7,179 96,633 SH   DFND   96,633 0 0
VALMONT INDS INC COM 920253101 13,233 79,478 SH   DFND   79,478 0 0
VANTIV INC CL A 92210H105 111 1,500 SH   DFND   1,500 0 0
VARIAN MED SYS INC COM 92220P105 236 2,100 SH   DFND   2,100 0 0
VICOR CORP COM 925815102 2,538 120,000 SH   DFND   120,000 0 0
VISA INC COM CL A 92826C839 1,093 9,562 SH   DFND   9,562 0 0
WASTE MGMT INC DEL COM 94106L109 26,348 305,345 SH   DFND   305,345 0 0
WATERS CORP COM 941848103 55,329 284,015 SH   DFND   284,015 0 0
WGL HLDGS INC COM 92924F106 12,899 150,000 SH   DFND   150,000 0 0
WHIRLPOOL CORP COM 963320106 12,636 74,036 SH   DFND   74,036 0 0
XILINX INC COM 983919101 28,770 420,000 SH   DFND   420,000 0 0
XYLEM INC COM 98419M100 34,971 512,397 SH   DFND   512,397 0 0
ZOETIS INC CL A 98978V103 1,111 15,346 SH   DFND   15,346 0 0