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 6,413 46,000 SH   DFND 1 2 46,000 0 0
ABBOTT LABS COM 002824100 4,978 129,610 SH   DFND 1 2 129,610 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 732 25,000 SH   DFND 1 2 25,000 0 0
AGCO CORP COM 001084102 2,166 37,000 SH   DFND 1 2 37,000 0 0
AIR PRODS & CHEMS INC COM 009158106 4,504 40,000 SH   DFND 1 2 40,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,192 90,000 SH   DFND 1 2 90,000 0 0
ALLSTATE CORP COM 020002101 1,356 25,000 SH   DFND 1 2 25,000 0 0
AMERICAN STS WTR CO COM 029899101 1,527 52,938 SH   DFND 1 2 52,938 0 0
AMERICAN VANGUARD CORP COM 030371108 1,011 42,000 SH   DFND 1 2 42,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 56,517 1,338,955 SH   DFND 1 2 1,338,955 0 0
AMGEN INC COM 031162100 4,221 36,550 SH   DFND 1 2 36,550 0 0
AQUA AMERICA INC COM 03836W103 28,373 1,193,134 SH   DFND 1 2 1,193,134 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,254 28,700 SH   DFND 1 2 28,700 0 0
ASHLAND INC NEW COM 044209104 12,632 130,823 SH   DFND 1 2 130,823 0 0
AUTODESK INC COM 052769106 1,686 34,000 SH   DFND 1 2 34,000 0 0
BECTON DICKINSON & CO COM 075887109 1,051 9,500 SH   DFND 1 2 9,500 0 0
BOULDER BRANDS INC COM 101405108 3,490 220,300 SH   DFND 1 2 220,300 0 0
BUNGE LIMITED COM G16962105 1,229 15,000 SH   DFND 1 2 15,000 0 0
CALAVO GROWERS INC COM 128246105 561 18,900 SH   DFND 1 2 18,900 0 0
CALGON CARBON CORP COM 129603106 10,420 503,138 SH   DFND 1 2 503,138 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 8,874 384,326 SH   DFND 1 2 384,326 0 0
CATERPILLAR INC DEL COM 149123101 2,122 23,350 SH   DFND 1 2 23,350 0 0
CF INDS HLDGS INC COM 125269100 2,898 12,500 SH   DFND 1 2 12,500 0 0
CHUBB CORP COM 171232101 3,336 34,702 SH   DFND 1 2 34,702 0 0
CISCO SYS INC COM 17275R102 3,816 171,517 SH   DFND 1 2 171,517 0 0
CLEAN HARBORS INC COM 184496107 31,189 525,858 SH   DFND 1 2 525,858 0 0
COCA COLA CO COM 191216100 996 24,250 SH   DFND 1 2 24,250 0 0
COLGATE PALMOLIVE CO COM 194162103 2,217 33,884 SH   DFND 1 2 33,884 0 0
CONAGRA FOODS INC COM 205887102 3,368 100,000 SH   DFND 1 2 100,000 0 0
CORNING INC COM 219350105 3,023 170,000 SH   DFND 1 2 170,000 0 0
COSAN LTD SHS A G25343107 1,069 78,000 SH   DFND 1 2 78,000 0 0
COTT CORP QUE COM 22163N106 1,796 221,750 SH   DFND 1 2 221,750 0 0
CVS CAREMARK CORPORATION COM 126650100 4,366 61,000 SH   DFND 1 2 61,000 0 0
CYTEC INDS INC COM 232820100 5,167 55,500 SH   DFND 1 2 55,500 0 0
DANAHER CORP DEL COM 235851102 64,838 844,024 SH   DFND 1 2 844,024 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 3,943 62,300 SH   DFND 1 2 62,300 0 0
DEAN FOODS CO NEW COM NEW 242370203 4,693 271,900 SH   DFND 1 2 271,900 0 0
DECKERS OUTDOOR CORP COM 243537107 2,278 27,050 SH   DFND 1 2 27,050 0 0
DEERE & CO COM 244199105 2,116 23,300 SH   DFND 1 2 23,300 0 0
DIAMOND FOODS INC COM 252603105 449 17,250 SH   DFND 1 2 17,250 0 0
DOLLAR GEN CORP NEW COM 256677105 5,229 86,150 SH   DFND 1 2 86,150 0 0
DOLLAR TREE INC COM 256746108 5,618 99,700 SH   DFND 1 2 99,700 0 0
DOW CHEM CO COM 260543103 2,453 55,000 SH   DFND 1 2 55,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 9,471 146,491 SH   DFND 1 2 146,491 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 613 60,000 SH   DFND 1 2 60,000 0 0
EMERSON ELEC CO COM 291011104 14,965 212,993 SH   DFND 1 2 212,993 0 0
ENERSYS COM 29275Y102 11,811 169,000 SH   DFND 1 2 169,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,351 33,500 SH   DFND 1 2 33,500 0 0
F M C CORP COM NEW 302491303 6,344 84,300 SH   DFND 1 2 84,300 0 0
FEI CO COM 30241L109 1,340 15,000 SH   DFND 1 2 15,000 0 0
FINISH LINE INC CL A 317923100 3,941 140,000 SH   DFND 1 2 140,000 0 0
FIRST SOLAR INC COM 336433107 7,339 132,000 SH   DFND 1 2 132,000 0 0
FLOWSERVE CORP COM 34354P105 8,962 115,335 SH   DFND 1 2 115,335 0 0
FLUOR CORP NEW COM 343412102 819 10,250 SH   DFND 1 2 10,250 0 0
FOOT LOCKER INC COM 344849104 6,300 152,650 SH   DFND 1 2 152,650 0 0
FRANKLIN ELEC INC COM 353514102 6,082 133,895 SH   DFND 1 2 133,895 0 0
FRANKLIN RES INC COM 354613101 629 11,000 SH   DFND 1 2 11,000 0 0
FRESH MKT INC COM 35804H106 4,393 107,250 SH   DFND 1 2 107,250 0 0
FUEL SYS SOLUTIONS INC COM 35952W103 141 10,500 SH   DFND 1 2 10,500 0 0
GENERAL MLS INC COM 370334104 3,997 80,000 SH   DFND 1 2 80,000 0 0
GNC HLDGS INC COM CL A 36191G107 4,838 82,950 SH   DFND 1 2 82,950 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 12,823 170,000 SH   DFND 1 2 170,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 11,963 330,014 SH   DFND 1 2 330,014 0 0
HERBALIFE LTD COM USD SHS G4412G101 6,471 83,050 SH   DFND 1 2 83,050 0 0
HEXCEL CORP NEW COM 428291108 14,515 325,000 SH   DFND 1 2 325,000 0 0
HONEYWELL INTL INC COM 438516106 8,281 91,000 SH   DFND 1 2 91,000 0 0
HUMANA INC COM 444859102 820 8,000 SH   DFND 1 2 8,000 0 0
IDEX CORP COM 45167R104 13,022 177,393 SH   DFND 1 2 177,393 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,085 36,977 SH   DFND 1 2 36,977 0 0
INGREDION INC COM 457187102 3,196 47,000 SH   DFND 1 2 47,000 0 0
INNOPHOS HOLDINGS INC COM 45774N108 911 18,900 SH   DFND 1 2 18,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 10,875 58,339 SH   DFND 1 2 58,339 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,150 25,000 SH   DFND 1 2 25,000 0 0
IPG PHOTONICS CORP COM 44980X109 11,081 144,000 SH   DFND 1 2 144,000 0 0
ITC HLDGS CORP COM 465685105 2,473 26,000 SH   DFND 1 2 26,000 0 0
ITRON INC COM 465741106 8,017 193,407 SH   DFND 1 2 193,407 0 0
KBR INC COM 48242W106 5,627 181,000 SH   DFND 1 2 181,000 0 0
KELLOGG CO COM 487836108 5,633 91,950 SH   DFND 1 2 91,950 0 0
KIMBERLY CLARK CORP COM 494368103 7,233 68,280 SH   DFND 1 2 68,280 0 0
KRAFT FOODS GROUP INC COM 50076Q106 675 12,517 SH   DFND 1 2 12,517 0 0
L BRANDS INC COM 501797104 3,779 61,851 SH   DFND 1 2 61,851 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 1,495 19,734 SH   DFND 1 2 19,734 0 0
LIFE TIME FITNESS INC COM 53217R207 1,026 22,050 SH   DFND 1 2 22,050 0 0
LULULEMON ATHLETICA INC COM 550021109 3,547 60,000 SH   DFND 1 2 60,000 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 1,650 80,000 SH   DFND 1 2 80,000 0 0
MASTEC INC COM 576323109 3,984 123,500 SH   DFND 1 2 123,500 0 0
MASTERCARD INC CL A 57636Q104 5,172 6,207 SH   DFND 1 2 6,207 0 0
MATERION CORP COM 576690101 1,500 50,000 SH   DFND 1 2 50,000 0 0
MCDONALDS CORP COM 580135101 7,451 76,803 SH   DFND 1 2 76,803 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 5,423 65,256 SH   DFND 1 2 65,256 0 0
MERCK & CO INC NEW COM 58933Y105 2,817 56,400 SH   DFND 1 2 56,400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,418 10,000 SH   DFND 1 2 10,000 0 0
MICROSOFT CORP COM 594918104 7,609 204,039 SH   DFND 1 2 204,039 0 0
MONDELEZ INTL INC CL A 609207105 1,054 30,000 SH   DFND 1 2 30,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,791 111,000 SH   DFND 1 2 111,000 0 0
MONSTER BEVERAGE CORP COM 611740101 4,604 67,900 SH   DFND 1 2 67,900 0 0
MOSAIC CO NEW COM 61945C103 2,468 52,500 SH   DFND 1 2 52,500 0 0
MTS SYS CORP COM 553777103 1,777 25,000 SH   DFND 1 2 25,000 0 0
MYLAN INC COM 628530107 3,628 84,550 SH   DFND 1 2 84,550 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,238 28,450 SH   DFND 1 2 28,450 0 0
NORTHERN TR CORP COM 665859104 679 11,000 SH   DFND 1 2 11,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 1,636 11,800 SH   DFND 1 2 11,800 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 9,584 101,360 SH   DFND 1 2 101,360 0 0
ONEOK INC NEW COM 682680103 6,917 112,865 SH   DFND 1 2 112,865 0 0
ORACLE CORP COM 68389X105 8,354 219,905 SH   DFND 1 2 219,905 0 0
OWENS CORNING NEW COM 690742101 1,417 35,000 SH   DFND 1 2 35,000 0 0
PARKER HANNIFIN CORP COM 701094104 17,904 138,922 SH   DFND 1 2 138,922 0 0
PENTAIR LTD SHS H6169Q108 40,763 526,727 SH   DFND 1 2 526,727 0 0
PEPSICO INC COM 713448108 663 8,000 SH   DFND 1 2 8,000 0 0
PERKINELMER INC COM 714046109 40,783 986,278 SH   DFND 1 2 986,278 0 0
PFIZER INC COM 717081103 15,580 507,641 SH   DFND 1 2 507,641 0 0
POLYPORE INTL INC COM 73179V103 14,212 356,000 SH   DFND 1 2 356,000 0 0
POWER INTEGRATIONS INC COM 739276103 1,349 24,502 SH   DFND 1 2 24,502 0 0
PRAXAIR INC COM 74005P104 4,355 33,500 SH   DFND 1 2 33,500 0 0
PROCTER & GAMBLE CO COM 742718109 9,017 109,965 SH   DFND 1 2 109,965 0 0
QUANTA SVCS INC COM 74762E102 980 31,400 SH   DFND 1 2 31,400 0 0
REPUBLIC SVCS INC COM 760759100 24,530 736,868 SH   DFND 1 2 736,868 0 0
REYNOLDS AMERICAN INC COM 761713106 6,207 124,680 SH   DFND 1 2 124,680 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,530 13,000 SH   DFND 1 2 13,000 0 0
SANDISK CORP COM 80004C101 6,310 90,047 SH   DFND 1 2 90,047 0 0
SEALED AIR CORP NEW COM 81211K100 18,603 545,071 SH   DFND 1 2 545,071 0 0
SEMGROUP CORP CL A 81663A105 6,467 100,000 SH   DFND 1 2 100,000 0 0
SEMPRA ENERGY COM 816851109 5,369 60,000 SH   DFND 1 2 60,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,887 152,500 SH   DFND 1 2 152,500 0 0
SPECTRA ENERGY CORP COM 847560109 5,044 143,500 SH   DFND 1 2 143,500 0 0
STARBUCKS CORP COM 855244109 3,805 48,442 SH   DFND 1 2 48,442 0 0
STATE STR CORP COM 857477103 1,453 20,000 SH   DFND 1 2 20,000 0 0
SUNEDISON INC COM 86732Y109 15,504 1,200,000 SH   DFND 1 2 1,200,000 0 0
SUNOPTA INC COM 8676EP108 4,742 480,000 SH   DFND 1 2 480,000 0 0
TETRA TECH INC NEW COM 88162G103 27,371 979,997 SH   DFND 1 2 979,997 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 5,186 129,350 SH   DFND 1 2 129,350 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 48,717 440,518 SH   DFND 1 2 440,518 0 0
TIMKEN CO COM 887389104 1,080 19,600 SH   DFND 1 2 19,600 0 0
TITAN INTL INC ILL COM 88830M102 1,528 85,000 SH   DFND 1 2 85,000 0 0
TITAN MACHY INC COM 88830R101 1,185 66,200 SH   DFND 1 2 66,200 0 0
TREEHOUSE FOODS INC COM 89469A104 3,755 53,700 SH   DFND 1 2 53,700 0 0
TRIMBLE NAVIGATION LTD COM 896239100 14,065 406,869 SH   DFND 1 2 406,869 0 0
TRINITY INDS INC COM 896522109 1,271 23,000 SH   DFND 1 2 23,000 0 0
ULTRATECH INC COM 904034105 6,442 221,000 SH   DFND 1 2 221,000 0 0
UNION PAC CORP COM 907818108 1,046 6,300 SH   DFND 1 2 6,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,516 87,139 SH   DFND 1 2 87,139 0 0
URS CORP NEW COM 903236107 14,916 284,557 SH   DFND 1 2 284,557 0 0
VALE S A ADR 91912E105 1,522 100,000 SH   DFND 1 2 100,000 0 0
VITAMIN SHOPPE INC COM 92849E101 6,232 120,000 SH   DFND 1 2 120,000 0 0
WASTE MGMT INC DEL COM 94106L109 32,841 731,757 SH   DFND 1 2 731,757 0 0
WATERS CORP COM 941848103 10,780 107,478 SH   DFND 1 2 107,478 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 7,540 122,278 SH   DFND 1 2 122,278 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 3,173 95,500 SH   DFND 1 2 95,500 0 0
WELLS FARGO & CO NEW COM 949746101 5,941 130,571 SH   DFND 1 2 130,571 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 2,843 145,000 SH   DFND 1 2 145,000 0 0
WHITEWAVE FOODS CO COM CL A 966244105 7,240 315,476 SH   DFND 1 2 315,476 0 0
WHOLE FOODS MKT INC COM 966837106 2,624 45,500 SH   DFND 1 2 45,500 0 0
XYLEM INC COM 98419M100 35,423 1,024,367 SH   DFND 1 2 1,024,367 0 0
ZOETIS INC CL A 98978V103 413 12,655 SH   DFND 1 2 12,655 0 0