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 8,674 61,000 SH   DFND 1 2 61,000 0 0
ABBOTT LABS COM 002824100 6,233 148,757 SH   DFND 1 2 148,757 0 0
ACTAVIS PLC SHS G0083B108 7,332 30,001 SH   DFND 1 2 30,001 0 0
AGCO CORP COM 001084102 2,575 56,000 SH   DFND 1 2 56,000 0 0
AIR PRODS & CHEMS INC COM 009158106 7,189 54,000 SH   DFND 1 2 54,000 0 0
ALCOA INC COM 013817101 3,744 235,000 SH   DFND 1 2 235,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,911 50,000 SH   DFND 1 2 50,000 0 0
ALLSTATE CORP COM 020002101 2,452 40,000 SH   DFND 1 2 40,000 0 0
AMERICAN STS WTR CO COM 029899101 7,093 230,599 SH   DFND 1 2 230,599 0 0
AMERICAN VANGUARD CORP COM 030371108 1,673 150,000 SH   DFND 1 2 150,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 45,706 946,486 SH   DFND 1 2 946,486 0 0
AMGEN INC COM 031162100 6,933 49,495 SH   DFND 1 2 49,495 0 0
ANSYS INC COM 03662Q105 5,035 66,500 SH   DFND 1 2 66,500 0 0
AQUA AMERICA INC COM 03836W103 27,309 1,155,677 SH   DFND 1 2 1,155,677 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,565 69,500 SH   DFND 1 2 69,500 0 0
AUTODESK INC COM 052769106 4,786 86,950 SH   DFND 1 2 86,950 0 0
BOULDER BRANDS INC COM 101405108 9,511 699,560 SH   DFND 1 2 699,560 0 0
BUNGE LIMITED COM G16962105 4,290 51,000 SH   DFND 1 2 51,000 0 0
CALGON CARBON CORP COM 129603106 8,335 419,459 SH   DFND 1 2 419,459 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 8,393 367,461 SH   DFND 1 2 367,461 0 0
CANADIAN SOLAR INC COM 136635109 7,479 201,000 SH   DFND 1 2 201,000 0 0
CATERPILLAR INC DEL COM 149123101 2,995 30,000 SH   DFND 1 2 30,000 0 0
CELANESE CORP DEL COM SER A 150870103 4,908 82,093 SH   DFND 1 2 82,093 0 0
CF INDS HLDGS INC COM 125269100 5,391 19,350 SH   DFND 1 2 19,350 0 0
CHUBB CORP COM 171232101 8,548 93,964 SH   DFND 1 2 93,964 0 0
CISCO SYS INC COM 17275R102 8,366 333,058 SH   DFND 1 2 333,058 0 0
CLEAN ENERGY FUELS CORP COM 184499101 4,262 508,000 SH   DFND 1 2 508,000 0 0
COCA COLA CO COM 191216100 5,211 123,341 SH   DFND 1 2 123,341 0 0
COHERENT INC COM 192479103 3,594 58,000 SH   DFND 1 2 58,000 0 0
COLGATE PALMOLIVE CO COM 194162103 2,584 39,374 SH   DFND 1 2 39,374 0 0
CONAGRA FOODS INC COM 205887102 6,295 190,862 SH   DFND 1 2 190,862 0 0
CONSOLIDATED WATER CO INC ORD G23773107 4,411 370,950 SH   DFND 1 2 370,950 0 0
CONTROL4 CORP COM 21240D107 1,679 131,000 SH   DFND 1 2 131,000 0 0
CORNING INC COM 219350105 4,888 250,000 SH   DFND 1 2 250,000 0 0
COSAN LTD SHS A G25343107 2,327 213,500 SH   DFND 1 2 213,500 0 0
COTT CORP QUE COM 22163N106 2,282 327,818 SH   DFND 1 2 327,818 0 0
CVS HEALTH CORP COM 126650100 4,430 55,356 SH   DFND 1 2 55,356 0 0
CYTEC INDS INC COM 232820100 6,464 136,000 SH   DFND 1 2 136,000 0 0
DANAHER CORP DEL COM 235851102 55,070 726,617 SH   DFND 1 2 726,617 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 5,275 71,793 SH   DFND 1 2 71,793 0 0
DEAN FOODS CO NEW COM NEW 242370203 4,775 362,564 SH   DFND 1 2 362,564 0 0
DECKERS OUTDOOR CORP COM 243537107 3,399 34,500 SH   DFND 1 2 34,500 0 0
DEERE & CO COM 244199105 3,458 42,000 SH   DFND 1 2 42,000 0 0
DICKS SPORTING GOODS INC COM 253393102 4,743 107,000 SH   DFND 1 2 107,000 0 0
DOLLAR GEN CORP NEW COM 256677105 7,928 129,271 SH   DFND 1 2 129,271 0 0
DOLLAR TREE INC COM 256746108 13,139 234,377 SH   DFND 1 2 234,377 0 0
DONALDSON INC COM 257651109 287 7,000 SH   DFND 1 2 7,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 7,791 108,133 SH   DFND 1 2 108,133 0 0
EMERSON ELEC CO COM 291011104 8,848 141,186 SH   DFND 1 2 141,186 0 0
ENERNOC INC COM 292764107 1,362 79,000 SH   DFND 1 2 79,000 0 0
ENERSYS COM 29275Y102 5,421 91,000 SH   DFND 1 2 91,000 0 0
ENPHASE ENERGY INC COM 29355A107 3,501 230,000 SH   DFND 1 2 230,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 4,466 62,551 SH   DFND 1 2 62,551 0 0
F M C CORP COM NEW 302491303 9,996 174,000 SH   DFND 1 2 174,000 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 7,355 462,000 SH   DFND 1 2 462,000 0 0
FEI CO COM 30241L109 2,706 35,000 SH   DFND 1 2 35,000 0 0
FINISH LINE INC CL A 317923100 6,375 250,000 SH   DFND 1 2 250,000 0 0
FIRST SOLAR INC COM 336433107 14,313 212,000 SH   DFND 1 2 212,000 0 0
FLOWSERVE CORP COM 34354P105 19,176 270,842 SH   DFND 1 2 270,842 0 0
FLUOR CORP NEW COM 343412102 2,285 33,918 SH   DFND 1 2 33,918 0 0
FOOT LOCKER INC COM 344849104 7,636 135,000 SH   DFND 1 2 135,000 0 0
FOSSIL GROUP INC COM 34988V106 9,170 95,585 SH   DFND 1 2 95,585 0 0
FRANKLIN ELEC INC COM 353514102 7,419 209,277 SH   DFND 1 2 209,277 0 0
FRANKLIN RES INC COM 354613101 2,745 50,098 SH   DFND 1 2 50,098 0 0
FRESH MKT INC COM 35804H106 4,911 140,000 SH   DFND 1 2 140,000 0 0
FUELCELL ENERGY INC COM 35952H106 2,386 1,120,000 SH   DFND 1 2 1,120,000 0 0
GENERAL MLS INC COM 370334104 5,089 100,523 SH   DFND 1 2 100,523 0 0
GNC HLDGS INC COM CL A 36191G107 7,357 190,442 SH   DFND 1 2 190,442 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,380 13,500 SH   DFND 1 2 13,500 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,983 239,685 SH   DFND 1 2 239,685 0 0
HEXCEL CORP NEW COM 428291108 18,280 460,000 SH   DFND 1 2 460,000 0 0
HONEYWELL INTL INC COM 438516106 1,684 18,000 SH   DFND 1 2 18,000 0 0
HUMANA INC COM 444859102 1,319 10,000 SH   DFND 1 2 10,000 0 0
HYDROGENICS CORP NEW COM NEW 448883207 2,269 133,000 SH   DFND 1 2 133,000 0 0
IDEX CORP COM 45167R104 10,378 141,289 SH   DFND 1 2 141,289 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,789 44,431 SH   DFND 1 2 44,431 0 0
INGREDION INC COM 457187102 2,439 32,000 SH   DFND 1 2 32,000 0 0
INNOPHOS HOLDINGS INC COM 45774N108 2,539 44,000 SH   DFND 1 2 44,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,231 43,402 SH   DFND 1 2 43,402 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,703 48,600 SH   DFND 1 2 48,600 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105 5,265 134,000 SH   DFND 1 2 134,000 0 0
IPG PHOTONICS CORP COM 44980X109 16,644 246,000 SH   DFND 1 2 246,000 0 0
ITC HLDGS CORP COM 465685105 713 20,000 SH   DFND 1 2 20,000 0 0
KELLOGG CO COM 487836108 5,904 95,524 SH   DFND 1 2 95,524 0 0
KEURIG GREEN MTN INC COM 49271M100 9,389 72,000 SH   DFND 1 2 72,000 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,958 34,779 SH   DFND 1 2 34,779 0 0
L BRANDS INC COM 501797104 9,021 133,114 SH   DFND 1 2 133,114 0 0
LIFE TIME FITNESS INC COM 53217R207 2,844 55,900 SH   DFND 1 2 55,900 0 0
LULULEMON ATHLETICA INC COM 550021109 5,918 140,000 SH   DFND 1 2 140,000 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 2,979 175,000 SH   DFND 1 2 175,000 0 0
MASTEC INC COM 576323109 2,020 65,000 SH   DFND 1 2 65,000 0 0
MASTERCARD INC CL A 57636Q104 5,289 70,974 SH   DFND 1 2 70,974 0 0
MATERION CORP COM 576690101 2,980 95,000 SH   DFND 1 2 95,000 0 0
MCDONALDS CORP COM 580135101 4,501 46,781 SH   DFND 1 2 46,781 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 11,011 113,743 SH   DFND 1 2 113,743 0 0
MEDTRONIC INC COM 585055106 4,233 67,681 SH   DFND 1 2 67,681 0 0
MERCK & CO INC NEW COM 58933Y105 5,617 94,546 SH   DFND 1 2 94,546 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,423 13,300 SH   DFND 1 2 13,300 0 0
MICROSOFT CORP COM 594918104 10,967 236,149 SH   DFND 1 2 236,149 0 0
MONOLITHIC PWR SYS INC COM 609839105 4,818 108,000 SH   DFND 1 2 108,000 0 0
MONSTER BEVERAGE CORP COM 611740101 4,469 48,934 SH   DFND 1 2 48,934 0 0
MOSAIC CO NEW COM 61945C103 6,472 142,500 SH   DFND 1 2 142,500 0 0
MTS SYS CORP COM 553777103 2,877 42,000 SH   DFND 1 2 42,000 0 0
MYLAN INC COM 628530107 5,838 127,500 SH   DFND 1 2 127,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,973 50,870 SH   DFND 1 2 50,870 0 0
NEW JERSEY RES COM 646025106 5,827 115,000 SH   DFND 1 2 115,000 0 0
NIKE INC CL B 654106103 5,080 57,000 SH   DFND 1 2 57,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 774 17,500 SH   DFND 1 2 17,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 8,225 84,596 SH   DFND 1 2 84,596 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,130 770,000 SH   DFND 1 2 770,000 0 0
ONEOK INC NEW COM 682680103 3,097 46,868 SH   DFND 1 2 46,868 0 0
ORACLE CORP COM 68389X105 8,530 221,906 SH   DFND 1 2 221,906 0 0
PALL CORP COM 696429307 1,003 12,000 SH   DFND 1 2 12,000 0 0
PARKER HANNIFIN CORP COM 701094104 15,448 135,474 SH   DFND 1 2 135,474 0 0
PENTAIR PLC SHS G7S00T104 21,984 332,241 SH   DFND 1 2 332,241 0 0
PEPSICO INC COM 713448108 8,247 88,535 SH   DFND 1 2 88,535 0 0
PERKINELMER INC COM 714046109 25,378 576,901 SH   DFND 1 2 576,901 0 0
PFIZER INC COM 717081103 17,109 574,698 SH   DFND 1 2 574,698 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,970 58,000 SH   DFND 1 2 58,000 0 0
POLYPORE INTL INC COM 73179V103 284 7,000 SH   DFND 1 2 7,000 0 0
POWER INTEGRATIONS INC COM 739276103 3,886 70,000 SH   DFND 1 2 70,000 0 0
PRAXAIR INC COM 74005P104 11,125 85,000 SH   DFND 1 2 85,000 0 0
PTC INC COM 69370C100 4,570 125,000 SH   DFND 1 2 125,000 0 0
REPUBLIC SVCS INC COM 760759100 23,574 607,575 SH   DFND 1 2 607,575 0 0
REXNORD CORP NEW COM 76169B102 7,655 269,258 SH   DFND 1 2 269,258 0 0
ROCKWELL AUTOMATION INC COM 773903109 669 6,000 SH   DFND 1 2 6,000 0 0
ROCKWOOD HLDGS INC COM 774415103 12,989 166,800 SH   DFND 1 2 166,800 0 0
RTI INTL METALS INC COM 74973W107 4,453 180,000 SH   DFND 1 2 180,000 0 0
SANDISK CORP COM 80004C101 1,296 13,000 SH   DFND 1 2 13,000 0 0
SEALED AIR CORP NEW COM 81211K100 21,229 600,041 SH   DFND 1 2 600,041 0 0
SEMGROUP CORP CL A 81663A105 3,033 36,000 SH   DFND 1 2 36,000 0 0
SEMPRA ENERGY COM 816851109 3,774 36,000 SH   DFND 1 2 36,000 0 0
SMITH A O COM 831865209 24,206 503,775 SH   DFND 1 2 503,775 0 0
SMUCKER J M CO COM NEW 832696405 3,347 34,000 SH   DFND 1 2 34,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 8,473 325,500 SH   DFND 1 2 325,500 0 0
SPECTRA ENERGY CORP COM 847560109 7,199 183,500 SH   DFND 1 2 183,500 0 0
SPX CORP COM 784635104 9,210 96,743 SH   DFND 1 2 96,743 0 0
STARBUCKS CORP COM 855244109 7,226 96,000 SH   DFND 1 2 96,000 0 0
SUNEDISON INC COM 86732Y109 2,039 103,000 SH   DFND 1 2 103,000 0 0
SUNOPTA INC COM 8676EP108 11,787 569,960 SH   DFND 1 2 569,960 0 0
TETRA TECH INC NEW COM 88162G103 7,511 299,706 SH   DFND 1 2 299,706 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 5,416 101,125 SH   DFND 1 2 101,125 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 60,039 492,120 SH   DFND 1 2 492,120 0 0
TITAN INTL INC ILL COM 88830M102 1,757 140,000 SH   DFND 1 2 140,000 0 0
TITAN MACHY INC COM 88830R101 1,655 127,000 SH   DFND 1 2 127,000 0 0
TREEHOUSE FOODS INC COM 89469A104 7,771 97,102 SH   DFND 1 2 97,102 0 0
TRIMBLE NAVIGATION LTD COM 896239100 18,678 613,403 SH   DFND 1 2 613,403 0 0
TRINITY INDS INC COM 896522109 2,034 43,000 SH   DFND 1 2 43,000 0 0
UGI CORP NEW COM 902681105 3,438 100,500 SH   DFND 1 2 100,500 0 0
UIL HLDG CORP COM 902748102 3,817 107,000 SH   DFND 1 2 107,000 0 0
UNION PAC CORP COM 907818108 2,724 25,100 SH   DFND 1 2 25,100 0 0
UNITED NAT FOODS INC COM 911163103 2,906 47,000 SH   DFND 1 2 47,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,637 111,400 SH   DFND 1 2 111,400 0 0
VALMONT INDS INC COM 920253101 5,678 41,994 SH   DFND 1 2 41,994 0 0
VARIAN MED SYS INC COM 92220P105 974 12,000 SH   DFND 1 2 12,000 0 0
VITAMIN SHOPPE INC COM 92849E101 2,296 50,562 SH   DFND 1 2 50,562 0 0
VMWARE INC CL A COM 928563402 6,258 66,500 SH   DFND 1 2 66,500 0 0
WALGREEN CO COM 931422109 4,917 82,500 SH   DFND 1 2 82,500 0 0
WASTE MGMT INC DEL COM 94106L109 20,202 426,197 SH   DFND 1 2 426,197 0 0
WATERS CORP COM 941848103 21,611 216,004 SH   DFND 1 2 216,004 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 1,983 70,000 SH   DFND 1 2 70,000 0 0
WELLS FARGO & CO NEW COM 949746101 8,101 156,727 SH   DFND 1 2 156,727 0 0
WHITEWAVE FOODS CO COM 966244105 7,208 203,856 SH   DFND 1 2 203,856 0 0
WHOLE FOODS MKT INC COM 966837106 4,326 115,171 SH   DFND 1 2 115,171 0 0
XYLEM INC COM 98419M100 31,304 863,565 SH   DFND 1 2 863,565 0 0
ZOETIS INC CL A 98978V103 2,207 60,000 SH   DFND 1 2 60,000 0 0