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 6,516 54,200 SH   DFND 1 2 54,200 0 0
ABBOTT LABS COM 002824100 1,777 53,611 SH   DFND 1 2 53,611 0 0
ADVANCED ENERGY INDS COM 007973100 3,133 178,000 SH   DFND 1 2 178,000 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 10,574 338,691 SH   DFND 1 2 338,691 0 0
AGCO CORP COM 001084102 3,912 63,900 SH   DFND 1 2 63,900 0 0
AGRIUM INC COM 008916108 381 4,482 SH   DFND 1 2 4,482 0 0
AIR PRODS & CHEMS INC COM 009158106 3,520 32,900 SH   DFND 1 2 32,900 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,780 125,000 SH   DFND 1 2 125,000 0 0
ALLSTATE CORP COM 020002101 1,021 20,000 SH   DFND 1 2 20,000 0 0
AMERICAN VANGUARD CORP COM 030371108 2,381 87,900 SH   DFND 1 2 87,900 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 35,525 869,016 SH   DFND 1 2 869,016 0 0
AMGEN INC COM 031162100 7,357 65,000 SH   DFND 1 2 65,000 0 0
AQUA AMERICA INC COM 03836W103 27,000 1,106,545 SH   DFND 1 2 1,106,545 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,380 64,122 SH   DFND 1 2 64,122 0 0
ASHLAND INC NEW COM 044209104 13,187 144,360 SH   DFND 1 2 144,360 0 0
AUTODESK INC COM 052769106 4,346 104,000 SH   DFND 1 2 104,000 0 0
BECTON DICKINSON & CO COM 075887109 1,149 11,500 SH   DFND 1 2 11,500 0 0
BOULDER BRANDS INC COM 101405108 3,761 229,300 SH   DFND 1 2 229,300 0 0
BRF SA SPONSORED ADR 10552T107 258 10,500 SH   DFND 1 2 10,500 0 0
BUNGE LIMITED COM G16962105 4,497 59,007 SH   DFND 1 2 59,007 0 0
CALAVO GROWERS INC COM 128246105 1,174 38,195 SH   DFND 1 2 38,195 0 0
CALGON CARBON CORP COM 129603106 7,223 379,960 SH   DFND 1 2 379,960 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 6,902 342,512 SH   DFND 1 2 342,512 0 0
CATERPILLAR INC DEL COM 149123101 6,323 75,456 SH   DFND 1 2 75,456 0 0
CDN IMPERIAL BK OF COMMERCE COM 136069101 1,404 17,529 SH   DFND 1 2 17,529 0 0
CF INDS HLDGS INC COM 125269100 7,356 34,950 SH   DFND 1 2 34,950 0 0
CISCO SYS INC COM 17275R102 4,038 172,932 SH   DFND 1 2 172,932 0 0
CLEAN ENERGY FUELS CORP COM 184499101 543 42,000 SH   DFND 1 2 42,000 0 0
CLEAN HARBORS INC COM 184496107 880 15,300 SH   DFND 1 2 15,300 0 0
COCA COLA CO COM 191216100 1,937 50,450 SH   DFND 1 2 50,450 0 0
COGNEX CORP COM 192422103 2,827 90,000 SH   DFND 1 2 90,000 0 0
COLGATE PALMOLIVE CO COM 194162103 1,751 29,211 SH   DFND 1 2 29,211 0 0
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 174 4,500 SH   DFND 1 2 4,500 0 0
CONAGRA FOODS INC COM 205887102 7,113 235,000 SH   DFND 1 2 235,000 0 0
CORNING INC COM 219350105 3,046 206,819 SH   DFND 1 2 206,819 0 0
COSAN LTD SHS A G25343107 2,254 148,000 SH   DFND 1 2 148,000 0 0
COTT CORP QUE COM 22163N106 2,969 377,300 SH   DFND 1 2 377,300 0 0
DANAHER CORP DEL COM 235851102 68,382 978,700 SH   DFND 1 2 978,700 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 4,217 74,000 SH   DFND 1 2 74,000 0 0
DEAN FOODS CO NEW COM NEW 242370203 7,442 389,000 SH   DFND 1 2 389,000 0 0
DECKERS OUTDOOR CORP COM 243537107 9,128 140,000 SH   DFND 1 2 140,000 0 0
DEERE & CO COM 244199105 4,041 49,056 SH   DFND 1 2 49,056 0 0
DELL INC COM 24702R101 675 48,955 SH   DFND 1 2 48,955 0 0
DIAMOND FOODS INC COM 252603105 792 32,750 SH   DFND 1 2 32,750 0 0
DOLLAR GEN CORP NEW COM 256677105 8,036 142,000 SH   DFND 1 2 142,000 0 0
DOLLAR TREE INC COM 256746108 6,261 108,850 SH   DFND 1 2 108,850 0 0
DOW CHEM CO COM 260543103 2,146 55,000 SH   DFND 1 2 55,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,872 150,347 SH   DFND 1 2 150,347 0 0
DYNAMIC MATLS CORP COM 267888105 1,394 60,000 SH   DFND 1 2 60,000 0 0
EMERSON ELEC CO COM 291011104 17,982 277,079 SH   DFND 1 2 277,079 0 0
ENERSYS COM 29275Y102 11,141 184,000 SH   DFND 1 2 184,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,499 56,500 SH   DFND 1 2 56,500 0 0
F M C CORP COM NEW 302491303 6,208 86,800 SH   DFND 1 2 86,800 0 0
FEI CO COM 30241L109 3,813 43,000 SH   DFND 1 2 43,000 0 0
FINISH LINE INC CL A 317923100 7,323 300,000 SH   DFND 1 2 300,000 0 0
FLOWSERVE CORP COM 34354P105 7,723 124,242 SH   DFND 1 2 124,242 0 0
FOOT LOCKER INC COM 344849104 8,014 235,000 SH   DFND 1 2 235,000 0 0
FRANKLIN ELEC INC COM 353514102 7,496 192,643 SH   DFND 1 2 192,643 0 0
FRESH MKT INC COM 35804H106 6,425 135,000 SH   DFND 1 2 135,000 0 0
FUEL SYS SOLUTIONS INC COM 35952W103 203 10,500 SH   DFND 1 2 10,500 0 0
GENERAL MLS INC COM 370334104 7,212 150,000 SH   DFND 1 2 150,000 0 0
GNC HLDGS INC COM CL A 36191G107 9,124 168,000 SH   DFND 1 2 168,000 0 0
GRAFTECH INTL LTD COM 384313102 1,796 210,000 SH   DFND 1 2 210,000 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 5,530 73,850 SH   DFND 1 2 73,850 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,286 296,951 SH   DFND 1 2 296,951 0 0
HERBALIFE LTD COM USD SHS G4412G101 4,979 73,000 SH   DFND 1 2 73,000 0 0
HEXCEL CORP NEW COM 428291108 13,153 339,000 SH   DFND 1 2 339,000 0 0
HONEYWELL INTL INC COM 438516106 14,794 177,000 SH   DFND 1 2 177,000 0 0
ICF INTL INC COM 44925C103 4,668 132,193 SH   DFND 1 2 132,193 0 0
IDACORP INC COM 451107106 2,177 45,000 SH   DFND 1 2 45,000 0 0
IDEX CORP COM 45167R104 16,882 260,600 SH   DFND 1 2 260,600 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,230 29,062 SH   DFND 1 2 29,062 0 0
INGREDION INC COM 457187102 5,178 77,220 SH   DFND 1 2 77,220 0 0
INNOPHOS HOLDINGS INC COM 45774N108 2,037 39,400 SH   DFND 1 2 39,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,973 48,003 SH   DFND 1 2 48,003 0 0
IPG PHOTONICS CORP COM 44980X109 7,969 139,000 SH   DFND 1 2 139,000 0 0
ITC HLDGS CORP COM 465685105 6,452 69,000 SH   DFND 1 2 69,000 0 0
ITRON INC COM 465741106 7,967 185,226 SH   DFND 1 2 185,226 0 0
KBR INC COM 48242W106 15,980 486,000 SH   DFND 1 2 486,000 0 0
KELLOGG CO COM 487836108 7,561 128,106 SH   DFND 1 2 128,106 0 0
KIMBERLY CLARK CORP COM 494368103 6,835 72,110 SH   DFND 1 2 72,110 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,244 23,517 SH   DFND 1 2 23,517 0 0
L BRANDS INC COM 501797104 2,962 48,473 SH   DFND 1 2 48,473 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 3,843 51,299 SH   DFND 1 2 51,299 0 0
LIFE TIME FITNESS INC COM 53217R207 1,942 37,900 SH   DFND 1 2 37,900 0 0
LINDSAY CORP COM 535555106 12,998 157,710 SH   DFND 1 2 157,710 0 0
LULULEMON ATHLETICA INC COM 550021109 7,922 110,000 SH   DFND 1 2 110,000 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 1,119 70,000 SH   DFND 1 2 70,000 0 0
MASTEC INC COM 576323109 2,543 83,500 SH   DFND 1 2 83,500 0 0
MASTERCARD INC CL A 57636Q104 4,011 5,882 SH   DFND 1 2 5,882 0 0
MCDONALDS CORP COM 580135101 6,160 63,429 SH   DFND 1 2 63,429 0 0
MCKESSON CORP COM 58155Q103 3,426 26,500 SH   DFND 1 2 26,500 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 10,432 138,656 SH   DFND 1 2 138,656 0 0
MERCK & CO INC NEW COM 58933Y105 4,540 95,000 SH   DFND 1 2 95,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,402 10,000 SH   DFND 1 2 10,000 0 0
MICROSOFT CORP COM 594918104 6,392 192,006 SH   DFND 1 2 192,006 0 0
MONDELEZ INTL INC CL A 609207105 2,455 77,177 SH   DFND 1 2 77,177 0 0
MONSTER BEVERAGE CORP COM 611740101 6,415 120,882 SH   DFND 1 2 120,882 0 0
MOSAIC CO NEW COM 61945C103 5,512 126,916 SH   DFND 1 2 126,916 0 0
MTS SYS CORP COM 553777103 1,591 25,000 SH   DFND 1 2 25,000 0 0
MYLAN INC COM 628530107 4,850 126,500 SH   DFND 1 2 126,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,603 33,367 SH   DFND 1 2 33,367 0 0
NEW JERSEY RES COM 646025106 1,668 38,000 SH   DFND 1 2 38,000 0 0
NORTHEAST UTILS COM 664397106 1,450 35,000 SH   DFND 1 2 35,000 0 0
NORTHERN TR CORP COM 665859104 548 10,000 SH   DFND 1 2 10,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,407 34,500 SH   DFND 1 2 34,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 9,943 105,260 SH   DFND 1 2 105,260 0 0
ONEOK INC NEW COM 682680103 7,046 132,838 SH   DFND 1 2 132,838 0 0
ORACLE CORP COM 68389X105 7,062 209,068 SH   DFND 1 2 209,068 0 0
OWENS CORNING NEW COM 690742101 649 17,000 SH   DFND 1 2 17,000 0 0
PARKER HANNIFIN CORP COM 701094104 1,560 14,318 SH   DFND 1 2 14,318 0 0
PENTAIR LTD SHS H6169Q108 36,973 564,301 SH   DFND 1 2 564,301 0 0
PEPSICO INC COM 713448108 1,588 19,800 SH   DFND 1 2 19,800 0 0
PERKINELMER INC COM 714046109 37,288 978,428 SH   DFND 1 2 978,428 0 0
PFIZER INC COM 717081103 18,959 656,488 SH   DFND 1 2 656,488 0 0
POLYPORE INTL INC COM 73179V103 8,099 198,500 SH   DFND 1 2 198,500 0 0
POTASH CORP SASK INC COM 73755L107 1,223 38,700 SH   DFND 1 2 38,700 0 0
POWER INTEGRATIONS INC COM 739276103 1,303 23,762 SH   DFND 1 2 23,762 0 0
PRAXAIR INC COM 74005P104 4,015 33,500 SH   DFND 1 2 33,500 0 0
PROCTER & GAMBLE CO COM 742718109 8,354 108,203 SH   DFND 1 2 108,203 0 0
QUANTA SVCS INC COM 74762E102 868 31,400 SH   DFND 1 2 31,400 0 0
REGAL BELOIT CORP COM 758750103 10,793 159,000 SH   DFND 1 2 159,000 0 0
REPUBLIC SVCS INC COM 760759100 15,626 463,005 SH   DFND 1 2 463,005 0 0
REYNOLDS AMERICAN INC COM 761713106 6,637 134,506 SH   DFND 1 2 134,506 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,393 13,000 SH   DFND 1 2 13,000 0 0
SANDISK CORP COM 80004C101 5,224 87,152 SH   DFND 1 2 87,152 0 0
SEALED AIR CORP NEW COM 81211K100 16,090 585,302 SH   DFND 1 2 585,302 0 0
SEMGROUP CORP CL A 81663A105 10,784 189,000 SH   DFND 1 2 189,000 0 0
SMITH A O COM 831865209 6,497 144,770 SH   DFND 1 2 144,770 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 5,117 165,000 SH   DFND 1 2 165,000 0 0
SPECTRA ENERGY CORP COM 847560109 14,761 432,000 SH   DFND 1 2 432,000 0 0
STARBUCKS CORP COM 855244109 7,616 98,500 SH   DFND 1 2 98,500 0 0
STATE STR CORP COM 857477103 993 15,000 SH   DFND 1 2 15,000 0 0
SUNEDISON INC COM 86732Y109 21,843 2,710,000 SH   DFND 1 2 2,710,000 0 0
SUNOPTA INC COM 8676EP108 4,620 470,000 SH   DFND 1 2 470,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,974 45,000 SH   DFND 1 2 45,000 0 0
TETRA TECH INC NEW COM 88162G103 34,481 1,327,198 SH   DFND 1 2 1,327,198 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 8,574 225,500 SH   DFND 1 2 225,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 49,718 534,550 SH   DFND 1 2 534,550 0 0
TIMKEN CO COM 887389104 1,179 19,600 SH   DFND 1 2 19,600 0 0
TITAN INTL INC ILL COM 88830M102 2,725 190,000 SH   DFND 1 2 190,000 0 0
TITAN MACHY INC COM 88830R101 2,073 130,700 SH   DFND 1 2 130,700 0 0
TREEHOUSE FOODS INC COM 89469A104 8,284 121,200 SH   DFND 1 2 121,200 0 0
TRIMBLE NAVIGATION LTD COM 896239100 10,321 344,824 SH   DFND 1 2 344,824 0 0
TRINITY INDS INC COM 896522109 2,595 57,393 SH   DFND 1 2 57,393 0 0
TYSON FOODS INC CL A 902494103 114 4,000 SH   DFND 1 2 4,000 0 0
ULTRATECH INC COM 904034105 6,851 227,000 SH   DFND 1 2 227,000 0 0
UNION PAC CORP COM 907818108 1,848 11,800 SH   DFND 1 2 11,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,074 84,366 SH   DFND 1 2 84,366 0 0
URS CORP NEW COM 903236107 23,660 438,804 SH   DFND 1 2 438,804 0 0
VALE S A ADR 91912E105 1,404 90,000 SH   DFND 1 2 90,000 0 0
VITAMIN SHOPPE INC COM 92849E101 11,090 255,000 SH   DFND 1 2 255,000 0 0
WASTE MGMT INC DEL COM 94106L109 3,601 87,000 SH   DFND 1 2 87,000 0 0
WATERS CORP COM 941848103 9,618 89,653 SH   DFND 1 2 89,653 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 11,501 204,358 SH   DFND 1 2 204,358 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 5,263 139,200 SH   DFND 1 2 139,200 0 0
WELLS FARGO & CO NEW COM 949746101 4,822 115,942 SH   DFND 1 2 115,942 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 6,344 255,500 SH   DFND 1 2 255,500 0 0
WGL HLDGS INC COM 92924F106 4,388 103,000 SH   DFND 1 2 103,000 0 0
WHITEWAVE FOODS CO COM CL A 966244105 11,359 566,544 SH   DFND 1 2 566,544 0 0
XYLEM INC COM 98419M100 30,904 1,104,124 SH   DFND 1 2 1,104,124 0 0
ZOETIS INC CL A 98978V103 867 27,821 SH   DFND 1 2 27,821 0 0