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 12,607 60,000 SH   DFND   0 0 60,000
AETNA INC NEW COM 00817Y108 551 2,718 SH   DFND   0 0 2,718
AGCO CORP COM 001084102 731 12,032 SH   DFND   0 0 12,032
AGILENT TECHNOLOGIES INC COM 00846U101 67,084 947,521 SH   DFND   0 0 947,521
ALBEMARLE CORP COM 012653101 47,346 469,000 SH   DFND   0 0 469,000
ALPHABET INC CAP STK CL A 02079K305 7,039 5,830 SH   DFND   0 0 5,830
AMAZON COM INC COM 023135106 715 355 SH   DFND   0 0 355
AMDOCS LTD SHS G02602103 125 1,900 SH   DFND   0 0 1,900
AMERICAN EXPRESS CO COM 025816109 8,168 75,734 SH   DFND   0 0 75,734
AMERICAN WTR WKS CO INC NEW COM 030420103 7,452 85,695 SH   DFND   0 0 85,695
ANALOG DEVICES INC COM 032654105 34,936 379,000 SH   DFND   0 0 379,000
ANDEAVOR COM 03349M105 325 2,100 SH   DFND   0 0 2,100
ANSYS INC COM 03662Q105 16,030 86,000 SH   DFND   0 0 86,000
AON PLC SHS CL A G0408V102 7,021 45,099 SH   DFND   0 0 45,099
APPLE INC COM 037833100 5,148 22,885 SH   DFND   0 0 22,885
APTIV PLC SHS G6095L109 69,962 831,500 SH   DFND   0 0 831,500
AQUA AMERICA INC COM 03836W103 6,968 190,795 SH   DFND   0 0 190,795
ARCHER DANIELS MIDLAND CO COM 039483102 1,342 27,129 SH   DFND   0 0 27,129
ARCONIC INC COM 03965L100 16,988 775,000 SH   DFND   0 0 775,000
AVANGRID INC COM 05351W103 13,717 290,000 SH   DFND   0 0 290,000
BORGWARNER INC COM 099724106 12,065 282,100 SH   DFND   0 0 282,100
BOSTON SCIENTIFIC CORP COM 101137107 19,926 519,708 SH   DFND   0 0 519,708
BUNGE LIMITED COM G16962105 1,584 23,111 SH   DFND   0 0 23,111
CAL MAINE FOODS INC COM NEW 128030202 9,748 205,005 SH   DFND   0 0 205,005
CAMPBELL SOUP CO COM 134429109 4,105 111,363 SH   DFND   0 0 111,363
CERNER CORP COM 156782104 17,786 277,005 SH   DFND   0 0 277,005
CF INDS HLDGS INC COM 125269100 1,266 23,539 SH   DFND   0 0 23,539
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,968 25,131 SH   DFND   0 0 25,131
CHURCH & DWIGHT INC COM 171340102 161 2,737 SH   DFND   0 0 2,737
CISCO SYS INC COM 17275R102 14,953 309,402 SH   DFND   0 0 309,402
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,510 136,926 SH   DFND   0 0 136,926
COHERENT INC COM 192479103 12,050 70,000 SH   DFND   0 0 70,000
COLUMBIA SPORTSWEAR CO COM 198516106 9,581 103,338 SH   DFND   0 0 103,338
COMCAST CORP NEW CL A 20030N101 324 9,210 SH   DFND   0 0 9,210
CONSTELLIUM NV CL A N22035104 14,820 1,200,000 SH   DFND   0 0 1,200,000
CORNING INC COM 219350105 28,312 800,000 SH   DFND   0 0 800,000
COSTCO WHSL CORP NEW COM 22160K105 840 3,588 SH   DFND   0 0 3,588
CRANE CO COM 224399105 26,252 267,582 SH   DFND   0 0 267,582
CREE INC COM 225447101 56,021 1,495,500 SH   DFND   0 0 1,495,500
CVS HEALTH CORP COM 126650100 15,148 192,325 SH   DFND   0 0 192,325
CYPRESS SEMICONDUCTOR CORP COM 232806109 41,803 2,905,000 SH   DFND   0 0 2,905,000
DANAHER CORP DEL COM 235851102 53,603 495,500 SH   DFND   0 0 495,500
DECKERS OUTDOOR CORP COM 243537107 6,531 56,123 SH   DFND   0 0 56,123
DEERE & CO COM 244199105 7,021 46,431 SH   DFND   0 0 46,431
DENTSPLY SIRONA INC COM 24906P109 13,484 355,300 SH   DFND   0 0 355,300
DISCOVER FINL SVCS COM 254709108 13,262 172,011 SH   DFND   0 0 172,011
DOWDUPONT INC COM 26078J100 11,759 180,000 SH   DFND   0 0 180,000
ECOLAB INC COM 278865100 68,985 439,870 SH   DFND   0 0 439,870
EQUITY RESIDENTIAL SH BEN INT 29476L107 195 3,000 SH   DFND   0 0 3,000
EVEREST RE GROUP LTD COM G3223R108 169 740 SH   DFND   0 0 740
EXXON MOBIL CORP COM 30231G102 249 2,900 SH   DFND   0 0 2,900
F M C CORP COM NEW 302491303 20,457 233,264 SH   DFND   0 0 233,264
FIFTH THIRD BANCORP COM 316773100 165 5,900 SH   DFND   0 0 5,900
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,934 61,828 SH   DFND   0 0 61,828
FIRST SOLAR INC COM 336433107 3,882 80,000 SH   DFND   0 0 80,000
FORTUNE BRANDS HOME & SEC IN COM 34964C106 33,934 637,740 SH   DFND   0 0 637,740
FUELCELL ENERGY INC COM NEW 35952H502 1,540 1,400,000 SH   DFND   0 0 1,400,000
GENTEX CORP COM 371901109 8,037 377,500 SH   DFND   0 0 377,500
GILEAD SCIENCES INC COM 375558103 14,501 189,361 SH   DFND   0 0 189,361
GORMAN RUPP CO COM 383082104 66 1,800 SH   DFND   0 0 1,800
HANESBRANDS INC COM 410345102 1,886 104,020 SH   DFND   0 0 104,020
HEXCEL CORP NEW COM 428291108 24,891 372,000 SH   DFND   0 0 372,000
HORMEL FOODS CORP COM 440452100 868 22,306 SH   DFND   0 0 22,306
HP INC COM 40434L105 888 34,632 SH   DFND   0 0 34,632
IDEX CORP COM 45167R104 17,754 116,644 SH   DFND   0 0 116,644
II VI INC COM 902104108 44,881 959,000 SH   DFND   0 0 959,000
ILLINOIS TOOL WKS INC COM 452308109 3,307 23,289 SH   DFND   0 0 23,289
INGREDION INC COM 457187102 1,325 12,677 SH   DFND   0 0 12,677
INTEL CORP COM 458140100 37,991 828,049 SH   DFND   0 0 828,049
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,711 12,351 SH   DFND   0 0 12,351
IPG PHOTONICS CORP COM 44980X109 31,889 200,800 SH   DFND   0 0 200,800
ITRON INC COM 465741106 27,370 425,000 SH   DFND   0 0 425,000
JONES LANG LASALLE INC COM 48020Q107 129 900 SH   DFND   0 0 900
KAISER ALUMINUM CORP COM PAR $0.01 483007704 28,860 265,600 SH   DFND   0 0 265,600
LAUDER ESTEE COS INC CL A 518439104 13,153 91,267 SH   DFND   0 0 91,267
LINDSAY CORP COM 535555106 1,320 13,381 SH   DFND   0 0 13,381
LOWES COS INC COM 548661107 9,628 84,083 SH   DFND   0 0 84,083
LUXFER HOLDINGS PLC SHS G5698W116 12,705 550,000 SH   DFND   0 0 550,000
MANPOWERGROUP INC COM 56418H100 169 2,000 SH   DFND   0 0 2,000
MARSH & MCLENNAN COS INC COM 571748102 475 5,705 SH   DFND   0 0 5,705
MASCO CORP COM 574599106 27,951 750,367 SH   DFND   0 0 750,367
MASTEC INC COM 576323109 222 5,000 SH   DFND   0 0 5,000
MASTERCARD INCORPORATED CL A 57636Q104 14,370 64,638 SH   DFND   0 0 64,638
MATERION CORP COM 576690101 9,341 159,000 SH   DFND   0 0 159,000
MAXIM INTEGRATED PRODS INC COM 57772K101 79,961 1,419,000 SH   DFND   0 0 1,419,000
MAXIMUS INC COM 577933104 11,081 171,407 SH   DFND   0 0 171,407
MEDNAX INC COM 58502B106 51 1,100 SH   DFND   0 0 1,100
MEDTRONIC PLC SHS G5960L103 512 5,244 SH   DFND   0 0 5,244
MERIDIAN BIOSCIENCE INC COM 589584101 153 10,300 SH   DFND   0 0 10,300
METTLER TOLEDO INTERNATIONAL COM 592688105 19,896 32,616 SH   DFND   0 0 32,616
MICROCHIP TECHNOLOGY INC COM 595017104 11,005 140,000 SH   DFND   0 0 140,000
MICROSOFT CORP COM 594918104 19,349 169,117 SH   DFND   0 0 169,117
MKS INSTRUMENT INC COM 55306N104 185 2,300 SH   DFND   0 0 2,300
MONDELEZ INTL INC CL A 609207105 1,032 23,950 SH   DFND   0 0 23,950
MONOLITHIC PWR SYS INC COM 609839105 81,975 649,000 SH   DFND   0 0 649,000
MOSAIC CO NEW COM 61945C103 1,254 38,864 SH   DFND   0 0 38,864
MUELLER WTR PRODS INC COM SER A 624758108 7,090 617,092 SH   DFND   0 0 617,092
MYRIAD GENETICS INC COM 62855J104 139 3,000 SH   DFND   0 0 3,000
NEW JERSEY RES COM 646025106 8,262 183,000 SH   DFND   0 0 183,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 335 6,950 SH   DFND   0 0 6,950
NIKE INC CL B 654106103 6,854 81,075 SH   DFND   0 0 81,075
NORTHWEST NAT GAS CO COM 667655104 7,980 120,000 SH   DFND   0 0 120,000
NVIDIA CORP COM 67066G104 45,993 172,000 SH   DFND   0 0 172,000
OCCIDENTAL PETE CORP DEL COM 674599105 5,732 70,620 SH   DFND   0 0 70,620
ON SEMICONDUCTOR CORP COM 682189105 68,544 3,757,900 SH   DFND   0 0 3,757,900
ONEOK INC NEW COM 682680103 2,543 37,295 SH   DFND   0 0 37,295
ORBOTECH LTD ORD M75253100 157 2,650 SH   DFND   0 0 2,650
OWENS CORNING NEW COM 690742101 159 2,900 SH   DFND   0 0 2,900
PARK HOTELS RESORTS INC COM 700517105 114 3,500 SH   DFND   0 0 3,500
PARKER HANNIFIN CORP COM 701094104 6,960 37,318 SH   DFND   0 0 37,318
PATTERN ENERGY GROUP INC CL A 70338P100 23,187 1,180,000 SH   DFND   0 0 1,180,000
PENTAIR PLC SHS G7S00T104 15,697 361,022 SH   DFND   0 0 361,022
PEPSICO INC COM 713448108 2,672 24,062 SH   DFND   0 0 24,062
PERKINELMER INC COM 714046109 21,872 225,691 SH   DFND   0 0 225,691
PNC FINL SVCS GROUP INC COM 693475105 9,720 70,775 SH   DFND   0 0 70,775
POWER INTEGRATIONS INC COM 739276103 25,492 404,000 SH   DFND   0 0 404,000
PPG INDS INC COM 693506107 240 2,200 SH   DFND   0 0 2,200
PRAXAIR INC COM 74005P104 1,762 10,857 SH   DFND   0 0 10,857
PROCTER AND GAMBLE CO COM 742718109 415 5,006 SH   DFND   0 0 5,006
PS BUSINESS PKS INC CALIF COM 69360J107 75 600 SH   DFND   0 0 600
PTC INC COM 69370C100 37,680 355,000 SH   DFND   0 0 355,000
PVH CORP COM 693656100 230 1,600 SH   DFND   0 0 1,600
QORVO INC COM 74736K101 57,236 766,000 SH   DFND   0 0 766,000
QUALCOMM INC COM 747525103 50,986 711,000 SH   DFND   0 0 711,000
RAYMOND JAMES FINANCIAL INC COM 754730109 153 1,650 SH   DFND   0 0 1,650
REINSURANCE GROUP AMER INC COM NEW 759351604 143 1,000 SH   DFND   0 0 1,000
RENAISSANCERE HOLDINGS LTD COM G7496G103 83 620 SH   DFND   0 0 620
REPUBLIC SVCS INC COM 760759100 7,734 106,450 SH   DFND   0 0 106,450
REXNORD CORP NEW COM 76169B102 25,787 832,367 SH   DFND   0 0 832,367
ROCKWELL AUTOMATION INC COM 773903109 15,726 83,000 SH   DFND   0 0 83,000
ROGERS CORP COM 775133101 229 1,500 SH   DFND   0 0 1,500
S&P GLOBAL INC COM 78409V104 1,196 5,862 SH   DFND   0 0 5,862
SILICON LABORATORIES INC COM 826919102 28,712 315,000 SH   DFND   0 0 315,000
SKYWORKS SOLUTIONS INC COM 83088M102 21,136 235,000 SH   DFND   0 0 235,000
SMITH A O COM 831865209 22,119 408,863 SH   DFND   0 0 408,863
SNAP ON INC COM 833034101 558 3,030 SH   DFND   0 0 3,030
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 13,381 290,000 SH   DFND   0 0 290,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 37,658 991,000 SH   DFND   0 0 991,000
SOUTH JERSEY INDS INC COM 838518108 8,625 250,000 SH   DFND   0 0 250,000
SPROUTS FMRS MKT INC COM 85208M102 1,902 69,651 SH   DFND   0 0 69,651
SPX FLOW INC COM 78469X107 7,402 142,889 SH   DFND   0 0 142,889
STANLEY BLACK & DECKER INC COM 854502101 6,363 43,151 SH   DFND   0 0 43,151
SYNOPSYS INC COM 871607107 321 3,250 SH   DFND   0 0 3,250
TE CONNECTIVITY LTD REG SHS H84989104 37,094 421,097 SH   DFND   0 0 421,097
TETRA TECH INC NEW COM 88162G103 2,503 36,973 SH   DFND   0 0 36,973
TEXAS INSTRS INC COM 882508104 24,248 226,000 SH   DFND   0 0 226,000
THERMO FISHER SCIENTIFIC INC COM 883556102 106,515 435,964 SH   DFND   0 0 435,964
TJX COS INC NEW COM 872540109 1,396 12,481 SH   DFND   0 0 12,481
TRIMBLE INC COM 896239100 30,287 700,280 SH   DFND   0 0 700,280
TYSON FOODS INC CL A 902494103 1,286 21,509 SH   DFND   0 0 21,509
UGI CORP NEW COM 902681105 10,976 200,000 SH   DFND   0 0 200,000
ULTA BEAUTY INC COM 90384S303 2,086 7,470 SH   DFND   0 0 7,470
UNION PAC CORP COM 907818108 1,321 8,062 SH   DFND   0 0 8,062
UNITEDHEALTH GROUP INC COM 91324P102 22,914 86,583 SH   DFND   0 0 86,583
V F CORP COM 918204108 7,946 85,332 SH   DFND   0 0 85,332
VALMONT INDS INC COM 920253101 13,764 101,279 SH   DFND   0 0 101,279
VARIAN MED SYS INC COM 92220P105 180 1,600 SH   DFND   0 0 1,600
VISA INC COM CL A 92826C839 1,711 11,402 SH   DFND   0 0 11,402
VISTEON CORP COM NEW 92839U206 50,749 543,000 SH   DFND   0 0 543,000
WASTE MGMT INC DEL COM 94106L109 13,478 150,000 SH   DFND   0 0 150,000
WATERS CORP COM 941848103 54,677 279,880 SH   DFND   0 0 279,880
WHIRLPOOL CORP COM 963320106 16,954 142,546 SH   DFND   0 0 142,546
WORLDPAY INC CL A 981558109 151 1,500 SH   DFND   0 0 1,500
XILINX INC COM 983919101 90,047 1,127,000 SH   DFND   0 0 1,127,000
XYLEM INC COM 98419M100 33,401 416,007 SH   DFND   0 0 416,007
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,821 10,216 SH   DFND   0 0 10,216
ZOETIS INC CL A 98978V103 2,245 24,619 SH   DFND   0 0 24,619