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 5,975 54,200 SH   DFND 1 2 54,200 0 0
ADVANCED ENERGY INDS COM 007973100 4,679 268,000 SH   DFND 1 2 268,000 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 1,238 39,200 SH   DFND 1 2 39,200 0 0
AEGION CORP COM 00770F104 567 25,000 SH   DFND 1 2 25,000 0 0
AGCO CORP COM 001084102 5,095 99,300 SH   DFND 1 2 99,300 0 0
AIR PRODS & CHEMS INC COM 009158106 3,052 32,900 SH   DFND 1 2 32,900 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,923 182,000 SH   DFND 1 2 182,000 0 0
ALLSTATE CORP COM 020002101 971 20,100 SH   DFND 1 2 20,100 0 0
AMERICAN STS WTR CO COM 029899101 6,502 120,772 SH   DFND 1 2 120,772 0 0
AMERICAN VANGUARD CORP COM 030371108 2,471 107,700 SH   DFND 1 2 107,700 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 50,249 1,241,946 SH   DFND 1 2 1,241,946 0 0
AMGEN INC COM 031162100 6,434 65,000 SH   DFND 1 2 65,000 0 0
AQUA AMERICA INC COM 03836W103 21,141 679,353 SH   DFND 1 2 679,353 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,674 79,322 SH   DFND 1 2 79,322 0 0
ASHLAND INC NEW COM 044209104 12,243 144,360 SH   DFND 1 2 144,360 0 0
AUTODESK INC COM 052769106 4,526 129,600 SH   DFND 1 2 129,600 0 0
BECTON DICKINSON & CO COM 075887109 1,136 11,500 SH   DFND 1 2 11,500 0 0
BOULDER BRANDS INC COM 101405108 6,265 500,000 SH   DFND 1 2 500,000 0 0
BUNGE LIMITED COM G16962105 5,475 77,057 SH   DFND 1 2 77,057 0 0
CALAVO GROWERS INC COM 128246105 1,061 40,000 SH   DFND 1 2 40,000 0 0
CALGON CARBON CORP COM 129603106 6,406 379,960 SH   DFND 1 2 379,960 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 6,658 342,512 SH   DFND 1 2 342,512 0 0
CATERPILLAR INC DEL COM 149123101 5,765 69,495 SH   DFND 1 2 69,495 0 0
CDN IMPERIAL BK OF COMMERCE COM 136069101 1,260 17,529 SH   DFND 1 2 17,529 0 0
CF INDS HLDGS INC COM 125269100 8,173 46,600 SH   DFND 1 2 46,600 0 0
CISCO SYS INC COM 17275R102 1,957 79,459 SH   DFND 1 2 79,459 0 0
CLEAN ENERGY FUELS CORP COM 184499101 691 52,000 SH   DFND 1 2 52,000 0 0
CLEAN HARBORS INC COM 184496107 782 15,300 SH   DFND 1 2 15,300 0 0
COCA COLA CO COM 191216100 2,142 53,200 SH   DFND 1 2 53,200 0 0
COGNEX CORP COM 192422103 4,033 87,000 SH   DFND 1 2 87,000 0 0
COLGATE PALMOLIVE CO COM 194162103 1,021 17,794 SH   DFND 1 2 17,794 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 308 33,856 SH   DFND 1 2 33,856 0 0
CONAGRA FOODS INC COM 205887102 8,234 235,000 SH   DFND 1 2 235,000 0 0
CORNING INC COM 219350105 2,722 190,349 SH   DFND 1 2 190,349 0 0
COSAN LTD SHS A G25343107 1,859 113,700 SH   DFND 1 2 113,700 0 0
COTT CORP QUE COM 22163N106 2,909 377,300 SH   DFND 1 2 377,300 0 0
DANAHER CORP DEL COM 235851102 71,801 1,128,234 SH   DFND 1 2 1,128,234 0 0
DEAN FOODS CO NEW COM 242370104 4,675 462,841 SH   DFND 1 2 462,841 0 0
DECKERS OUTDOOR CORP COM 243537107 4,791 97,500 SH   DFND 1 2 97,500 0 0
DEERE & CO COM 244199105 4,874 58,756 SH   DFND 1 2 58,756 0 0
DELL INC COM 24702R101 1,911 143,224 SH   DFND 1 2 143,224 0 0
DIAMOND FOODS INC COM 252603105 1,697 82,750 SH   DFND 1 2 82,750 0 0
DOLLAR GEN CORP NEW COM 256677105 7,736 149,800 SH   DFND 1 2 149,800 0 0
DOLLAR TREE INC COM 256746108 8,174 162,400 SH   DFND 1 2 162,400 0 0
DOW CHEM CO COM 260543103 1,779 55,000 SH   DFND 1 2 55,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,487 158,421 SH   DFND 1 2 158,421 0 0
DYNAMIC MATLS CORP COM 267888105 1,590 95,485 SH   DFND 1 2 95,485 0 0
ECOLAB INC COM 278865100 1,371 16,000 SH   DFND 1 2 16,000 0 0
EMERSON ELEC CO COM 291011104 15,486 279,589 SH   DFND 1 2 279,589 0 0
ENERSYS COM 29275Y102 2,372 48,000 SH   DFND 1 2 48,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,509 56,500 SH   DFND 1 2 56,500 0 0
F M C CORP COM NEW 302491303 5,085 81,500 SH   DFND 1 2 81,500 0 0
FEI CO COM 30241L109 3,919 53,000 SH   DFND 1 2 53,000 0 0
FINISH LINE INC CL A 317923100 5,300 250,000 SH   DFND 1 2 250,000 0 0
FLOWSERVE CORP COM 34354P105 6,774 124,242 SH   DFND 1 2 124,242 0 0
FRANKLIN ELEC INC COM 353514102 6,585 192,643 SH   DFND 1 2 192,643 0 0
FRESH MKT INC COM 35804H106 4,652 91,500 SH   DFND 1 2 91,500 0 0
FUEL SYS SOLUTIONS INC COM 35952W103 185 10,500 SH   DFND 1 2 10,500 0 0
GENERAL MLS INC COM 370334104 7,251 150,000 SH   DFND 1 2 150,000 0 0
GENTEX CORP COM 371901109 1,614 70,000 SH   DFND 1 2 70,000 0 0
GNC HLDGS INC COM CL A 36191G107 7,945 176,000 SH   DFND 1 2 176,000 0 0
GRAFTECH INTL LTD COM 384313102 1,336 190,000 SH   DFND 1 2 190,000 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 5,907 80,000 SH   DFND 1 2 80,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,916 285,496 SH   DFND 1 2 285,496 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 0 10,000 SH   DFND 1 2 10,000 0 0
HERBALIFE LTD COM USD SHS G4412G101 3,427 75,000 SH   DFND 1 2 75,000 0 0
HEXCEL CORP NEW COM 428291108 6,627 190,000 SH   DFND 1 2 190,000 0 0
HONEYWELL INTL INC COM 438516106 11,148 139,000 SH   DFND 1 2 139,000 0 0
HOSPIRA INC COM 441060100 2,169 60,000 SH   DFND 1 2 60,000 0 0
ICF INTL INC COM 44925C103 6,791 219,000 SH   DFND 1 2 219,000 0 0
IDACORP INC COM 451107106 2,157 45,000 SH   DFND 1 2 45,000 0 0
IDEX CORP COM 45167R104 16,812 312,487 SH   DFND 1 2 312,487 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,821 26,086 SH   DFND 1 2 26,086 0 0
INGREDION INC COM 457187102 4,167 63,520 SH   DFND 1 2 63,520 0 0
INNOPHOS HOLDINGS INC COM 45774N108 1,960 41,500 SH   DFND 1 2 41,500 0 0
INTEL CORP COM 458140100 707 29,400 SH   DFND 1 2 29,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,841 45,188 SH   DFND 1 2 45,188 0 0
IPG PHOTONICS CORP COM 44980X109 4,143 69,000 SH   DFND 1 2 69,000 0 0
ITC HLDGS CORP COM 465685105 11,438 126,600 SH   DFND 1 2 126,600 0 0
ITRON INC COM 465741106 977 23,000 SH   DFND 1 2 23,000 0 0
KBR INC COM 48242W106 11,493 352,000 SH   DFND 1 2 352,000 0 0
KELLOGG CO COM 487836108 7,586 117,756 SH   DFND 1 2 117,756 0 0
KIMBERLY CLARK CORP COM 494368103 6,888 70,774 SH   DFND 1 2 70,774 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,493 26,993 SH   DFND 1 2 26,993 0 0
L BRANDS INC COM 501797104 3,123 63,493 SH   DFND 1 2 63,493 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 5,246 70,866 SH   DFND 1 2 70,866 0 0
LIFE TIME FITNESS INC COM 53217R207 1,894 37,900 SH   DFND 1 2 37,900 0 0
LINDSAY CORP COM 535555106 10,389 135,781 SH   DFND 1 2 135,781 0 0
LSB INDS INC COM 502160104 505 16,000 SH   DFND 1 2 16,000 0 0
LULULEMON ATHLETICA INC COM 550021109 7,255 110,545 SH   DFND 1 2 110,545 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 1,133 70,000 SH   DFND 1 2 70,000 0 0
MASTEC INC COM 576323109 2,718 83,500 SH   DFND 1 2 83,500 0 0
MASTERCARD INC CL A 57636Q104 3,200 5,607 SH   DFND 1 2 5,607 0 0
MCDONALDS CORP COM 580135101 5,285 53,039 SH   DFND 1 2 53,039 0 0
MCKESSON CORP COM 58155Q103 3,467 30,000 SH   DFND 1 2 30,000 0 0
MDU RES GROUP INC COM 552690109 857 32,800 SH   DFND 1 2 32,800 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 9,349 118,706 SH   DFND 1 2 118,706 0 0
MEADWESTVACO CORP COM 583334107 882 25,700 SH   DFND 1 2 25,700 0 0
MERCK & CO INC NEW COM 58933Y105 4,492 95,000 SH   DFND 1 2 95,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,254 6,200 SH   DFND 1 2 6,200 0 0
MICROSOFT CORP COM 594918104 10,749 310,496 SH   DFND 1 2 310,496 0 0
MONDELEZ INTL INC CL A 609207105 2,374 81,427 SH   DFND 1 2 81,427 0 0
MONSTER BEVERAGE CORP COM 611740101 9,182 153,932 SH   DFND 1 2 153,932 0 0
MOSAIC CO NEW COM 61945C103 4,794 89,116 SH   DFND 1 2 89,116 0 0
MTS SYS CORP COM 553777103 1,183 20,800 SH   DFND 1 2 20,800 0 0
MYLAN INC COM 628530107 4,326 140,000 SH   DFND 1 2 140,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,842 26,904 SH   DFND 1 2 26,904 0 0
NEW JERSEY RES COM 646025106 4,985 120,000 SH   DFND 1 2 120,000 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 750 19,707 SH   DFND 1 2 19,707 0 0
NORTHEAST UTILS COM 664397106 9,266 222,000 SH   DFND 1 2 222,000 0 0
NORTHERN TR CORP COM 665859104 886 15,200 SH   DFND 1 2 15,200 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 8,705 140,000 SH   DFND 1 2 140,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 7,626 84,439 SH   DFND 1 2 84,439 0 0
ONEOK INC NEW COM 682680103 9,999 239,321 SH   DFND 1 2 239,321 0 0
ORACLE CORP COM 68389X105 6,620 217,421 SH   DFND 1 2 217,421 0 0
OWENS CORNING NEW COM 690742101 699 17,000 SH   DFND 1 2 17,000 0 0
PARKER HANNIFIN CORP COM 701094104 1,855 19,245 SH   DFND 1 2 19,245 0 0
PENTAIR LTD SHS H6169Q108 37,464 640,954 SH   DFND 1 2 640,954 0 0
PEPCO HOLDINGS INC COM 713291102 7,720 382,000 SH   DFND 1 2 382,000 0 0
PEPSICO INC COM 713448108 1,888 23,100 SH   DFND 1 2 23,100 0 0
PERKINELMER INC COM 714046109 20,093 611,283 SH   DFND 1 2 611,283 0 0
PFIZER INC COM 717081103 20,785 737,588 SH   DFND 1 2 737,588 0 0
POLYPORE INTL INC COM 73179V103 3,343 84,600 SH   DFND 1 2 84,600 0 0
PRAXAIR INC COM 74005P104 3,849 33,500 SH   DFND 1 2 33,500 0 0
PROCTER & GAMBLE CO COM 742718109 7,494 96,479 SH   DFND 1 2 96,479 0 0
QUALCOMM INC COM 747525103 733 12,000 SH   DFND 1 2 12,000 0 0
QUANTA SVCS INC COM 74762E102 838 31,400 SH   DFND 1 2 31,400 0 0
REGAL BELOIT CORP COM 758750103 2,492 38,000 SH   DFND 1 2 38,000 0 0
REPUBLIC SVCS INC COM 760759100 21,323 628,075 SH   DFND 1 2 628,075 0 0
REYNOLDS AMERICAN INC COM 761713106 5,968 122,879 SH   DFND 1 2 122,879 0 0
ROCKWELL AUTOMATION INC COM 773903109 733 8,700 SH   DFND 1 2 8,700 0 0
ROPER INDS INC NEW COM 776696106 1,240 10,000 SH   DFND 1 2 10,000 0 0
SANDISK CORP COM 80004C101 5,122 84,708 SH   DFND 1 2 84,708 0 0
SEALED AIR CORP NEW COM 81211K100 6,266 260,660 SH   DFND 1 2 260,660 0 0
SMITH A O COM 831865209 5,387 144,770 SH   DFND 1 2 144,770 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,402 35,000 SH   DFND 1 2 35,000 0 0
SPECTRA ENERGY CORP COM 847560109 9,522 278,000 SH   DFND 1 2 278,000 0 0
STARBUCKS CORP COM 855244109 10,346 157,500 SH   DFND 1 2 157,500 0 0
SUNOPTA INC COM 8676EP108 4,620 600,000 SH   DFND 1 2 600,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 1,323 30,000 SH   DFND 1 2 30,000 0 0
TETRA TECH INC NEW COM 88162G103 25,372 1,071,900 SH   DFND 1 2 1,071,900 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 7,194 185,500 SH   DFND 1 2 185,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 58,301 682,921 SH   DFND 1 2 682,921 0 0
TIMKEN CO COM 887389104 1,108 19,600 SH   DFND 1 2 19,600 0 0
TITAN INTL INC ILL COM 88830M102 3,410 200,000 SH   DFND 1 2 200,000 0 0
TITAN MACHY INC COM 88830R101 2,724 138,000 SH   DFND 1 2 138,000 0 0
TREEHOUSE FOODS INC COM 89469A104 8,906 135,000 SH   DFND 1 2 135,000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,124 120,254 SH   DFND 1 2 120,254 0 0
TRINITY INDS INC COM 896522109 2,344 60,493 SH   DFND 1 2 60,493 0 0
ULTRATECH INC COM 904034105 5,869 160,000 SH   DFND 1 2 160,000 0 0
UNION PAC CORP COM 907818108 2,128 13,700 SH   DFND 1 2 13,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,109 92,442 SH   DFND 1 2 92,442 0 0
URS CORP NEW COM 903236107 14,449 304,253 SH   DFND 1 2 304,253 0 0
VITAMIN SHOPPE INC COM 92849E101 9,204 202,500 SH   DFND 1 2 202,500 0 0
WASTE MGMT INC DEL COM 94106L109 24,327 605,000 SH   DFND 1 2 605,000 0 0
WATERS CORP COM 941848103 6,687 66,616 SH   DFND 1 2 66,616 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,931 151,424 SH   DFND 1 2 151,424 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 5,501 120,000 SH   DFND 1 2 120,000 0 0
WELLS FARGO & CO NEW COM 949746101 4,559 109,695 SH   DFND 1 2 109,695 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 451 13,500 SH   DFND 1 2 13,500 0 0
WGL HLDGS INC COM 92924F106 8,829 205,000 SH   DFND 1 2 205,000 0 0
WHITEWAVE FOODS CO COM CL A 966244105 11,487 709,969 SH   DFND 1 2 709,969 0 0
WHITEWAVE FOODS CO COM CL B 966244204 2,735 171,364 SH   DFND 1 2 171,364 0 0
XYLEM INC COM 98419M100 46,652 1,751,860 SH   DFND 1 2 1,751,860 0 0