The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 7,644 | 53,200 | SH | DFND | 1 2 | 53,200 | 0 | 0 | |
ABBOTT LABS | COM | 002824100 | 5,841 | 144,068 | SH | DFND | 1 2 | 144,068 | 0 | 0 | |
ACTAVIS PLC | SHS | G0083B108 | 5,571 | 24,950 | SH | DFND | 1 2 | 24,950 | 0 | 0 | |
AECOM TECHNOLOGY CORP DELAWA | COM | 00766T100 | 10,800 | 342,195 | SH | DFND | 1 2 | 342,195 | 0 | 0 | |
AGCO CORP | COM | 001084102 | 3,141 | 56,000 | SH | DFND | 1 2 | 56,000 | 0 | 0 | |
AIR PRODS & CHEMS INC | COM | 009158106 | 6,173 | 48,000 | SH | DFND | 1 2 | 48,000 | 0 | 0 | |
ALCOA INC | COM | 013817101 | 3,434 | 230,000 | SH | DFND | 1 2 | 230,000 | 0 | 0 | |
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 2,229 | 50,000 | SH | DFND | 1 2 | 50,000 | 0 | 0 | |
ALLSTATE CORP | COM | 020002101 | 2,348 | 40,000 | SH | DFND | 1 2 | 40,000 | 0 | 0 | |
AMERICAN STS WTR CO | COM | 029899101 | 6,890 | 208,984 | SH | DFND | 1 2 | 208,984 | 0 | 0 | |
AMERICAN VANGUARD CORP | COM | 030371108 | 1,914 | 150,000 | SH | DFND | 1 2 | 150,000 | 0 | 0 | |
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 56,672 | 1,155,861 | SH | DFND | 1 2 | 1,155,861 | 0 | 0 | |
AMGEN INC | COM | 031162100 | 5,224 | 44,050 | SH | DFND | 1 2 | 44,050 | 0 | 0 | |
ANSYS INC | COM | 03662Q105 | 2,297 | 30,500 | SH | DFND | 1 2 | 30,500 | 0 | 0 | |
AQUA AMERICA INC | COM | 03836W103 | 32,982 | 1,275,905 | SH | DFND | 1 2 | 1,275,905 | 0 | 0 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 3,199 | 73,000 | SH | DFND | 1 2 | 73,000 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 448 | 7,950 | SH | DFND | 1 2 | 7,950 | 0 | 0 | |
BADGER METER INC | COM | 056525108 | 193 | 3,633 | SH | DFND | 1 2 | 3,633 | 0 | 0 | |
BOULDER BRANDS INC | COM | 101405108 | 7,478 | 520,762 | SH | DFND | 1 2 | 520,762 | 0 | 0 | |
BUNGE LIMITED | COM | G16962105 | 3,430 | 45,000 | SH | DFND | 1 2 | 45,000 | 0 | 0 | |
CALAVO GROWERS INC | COM | 128246105 | 638 | 18,900 | SH | DFND | 1 2 | 18,900 | 0 | 0 | |
CALGON CARBON CORP | COM | 129603106 | 9,661 | 430,144 | SH | DFND | 1 2 | 430,144 | 0 | 0 | |
CALIFORNIA WTR SVC GROUP | COM | 130788102 | 8,918 | 367,461 | SH | DFND | 1 2 | 367,461 | 0 | 0 | |
CATERPILLAR INC DEL | COM | 149123101 | 3,775 | 34,700 | SH | DFND | 1 2 | 34,700 | 0 | 0 | |
CELANESE CORP DEL | COM SER A | 150870103 | 3,537 | 55,215 | SH | DFND | 1 2 | 55,215 | 0 | 0 | |
CF INDS HLDGS INC | COM | 125269100 | 4,565 | 19,000 | SH | DFND | 1 2 | 19,000 | 0 | 0 | |
CHUBB CORP | COM | 171232101 | 7,582 | 82,219 | SH | DFND | 1 2 | 82,219 | 0 | 0 | |
CISCO SYS INC | COM | 17275R102 | 8,008 | 324,208 | SH | DFND | 1 2 | 324,208 | 0 | 0 | |
CLEAN ENERGY FUELS CORP | COM | 184499101 | 4,543 | 392,000 | SH | DFND | 1 2 | 392,000 | 0 | 0 | |
CLEAN HARBORS INC | COM | 184496107 | 230 | 3,600 | SH | DFND | 1 2 | 3,600 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 4,935 | 116,965 | SH | DFND | 1 2 | 116,965 | 0 | 0 | |
COHERENT INC | COM | 192479103 | 3,286 | 50,000 | SH | DFND | 1 2 | 50,000 | 0 | 0 | |
COLGATE PALMOLIVE CO | COM | 194162103 | 2,480 | 36,242 | SH | DFND | 1 2 | 36,242 | 0 | 0 | |
CONAGRA FOODS INC | COM | 205887102 | 5,289 | 178,500 | SH | DFND | 1 2 | 178,500 | 0 | 0 | |
CONSOLIDATED WATER CO INC | ORD | G23773107 | 3,553 | 305,520 | SH | DFND | 1 2 | 305,520 | 0 | 0 | |
CONTROL4 CORP | COM | 21240D107 | 5,211 | 269,000 | SH | DFND | 1 2 | 269,000 | 0 | 0 | |
CORNING INC | COM | 219350105 | 4,510 | 205,000 | SH | DFND | 1 2 | 205,000 | 0 | 0 | |
COSAN LTD | SHS A | G25343107 | 2,491 | 181,000 | SH | DFND | 1 2 | 181,000 | 0 | 0 | |
COTT CORP QUE | COM | 22163N106 | 2,022 | 291,750 | SH | DFND | 1 2 | 291,750 | 0 | 0 | |
CVS CAREMARK CORPORATION | COM | 126650100 | 3,457 | 45,650 | SH | DFND | 1 2 | 45,650 | 0 | 0 | |
CYTEC INDS INC | COM | 232820100 | 8,019 | 76,800 | SH | DFND | 1 2 | 76,800 | 0 | 0 | |
DANAHER CORP DEL | COM | 235851102 | 58,529 | 739,101 | SH | DFND | 1 2 | 739,101 | 0 | 0 | |
DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 5,508 | 75,500 | SH | DFND | 1 2 | 75,500 | 0 | 0 | |
DEAN FOODS CO NEW | COM NEW | 242370203 | 5,951 | 334,700 | SH | DFND | 1 2 | 334,700 | 0 | 0 | |
DECKERS OUTDOOR CORP | COM | 243537107 | 2,460 | 28,600 | SH | DFND | 1 2 | 28,600 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 3,656 | 40,250 | SH | DFND | 1 2 | 40,250 | 0 | 0 | |
DIAMOND FOODS INC | COM | 252603105 | 353 | 12,600 | SH | DFND | 1 2 | 12,600 | 0 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 2,234 | 48,579 | SH | DFND | 1 2 | 48,579 | 0 | 0 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 5,891 | 103,000 | SH | DFND | 1 2 | 103,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 11,172 | 209,407 | SH | DFND | 1 2 | 209,407 | 0 | 0 | |
DOW CHEM CO | COM | 260543103 | 1,806 | 35,000 | SH | DFND | 1 2 | 35,000 | 0 | 0 | |
DU PONT E I DE NEMOURS & CO | COM | 263534109 | 6,833 | 104,419 | SH | DFND | 1 2 | 104,419 | 0 | 0 | |
ELECTRO SCIENTIFIC INDS | COM | 285229100 | 406 | 60,000 | SH | DFND | 1 2 | 60,000 | 0 | 0 | |
EMERSON ELEC CO | COM | 291011104 | 11,792 | 176,206 | SH | DFND | 1 2 | 176,206 | 0 | 0 | |
ENERNOC INC | COM | 292764107 | 4,131 | 224,000 | SH | DFND | 1 2 | 224,000 | 0 | 0 | |
ENERSYS | COM | 29275Y102 | 7,360 | 106,800 | SH | DFND | 1 2 | 106,800 | 0 | 0 | |
EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 3,513 | 50,476 | SH | DFND | 1 2 | 50,476 | 0 | 0 | |
F M C CORP | COM NEW | 302491303 | 8,258 | 116,600 | SH | DFND | 1 2 | 116,600 | 0 | 0 | |
FEI CO | COM | 30241L109 | 2,737 | 30,000 | SH | DFND | 1 2 | 30,000 | 0 | 0 | |
FINISH LINE INC | CL A | 317923100 | 5,412 | 183,096 | SH | DFND | 1 2 | 183,096 | 0 | 0 | |
FIRST SOLAR INC | COM | 336433107 | 14,530 | 203,500 | SH | DFND | 1 2 | 203,500 | 0 | 0 | |
FLOWSERVE CORP | COM | 34354P105 | 10,938 | 148,229 | SH | DFND | 1 2 | 148,229 | 0 | 0 | |
FLUOR CORP NEW | COM | 343412102 | 1,265 | 16,456 | SH | DFND | 1 2 | 16,456 | 0 | 0 | |
FOOT LOCKER INC | COM | 344849104 | 6,581 | 130,000 | SH | DFND | 1 2 | 130,000 | 0 | 0 | |
FOSSIL GROUP INC | COM | 34988V106 | 4,360 | 41,445 | SH | DFND | 1 2 | 41,445 | 0 | 0 | |
FRANKLIN ELEC INC | COM | 353514102 | 6,211 | 153,635 | SH | DFND | 1 2 | 153,635 | 0 | 0 | |
FRANKLIN RES INC | COM | 354613101 | 3,719 | 64,560 | SH | DFND | 1 2 | 64,560 | 0 | 0 | |
FRESH MKT INC | COM | 35804H106 | 4,539 | 135,000 | SH | DFND | 1 2 | 135,000 | 0 | 0 | |
FUELCELL ENERGY INC | COM | 35952H106 | 1,379 | 570,000 | SH | DFND | 1 2 | 570,000 | 0 | 0 | |
GENERAL MLS INC | COM | 370334104 | 4,178 | 79,870 | SH | DFND | 1 2 | 79,870 | 0 | 0 | |
GNC HLDGS INC | COM CL A | 36191G107 | 6,607 | 195,115 | SH | DFND | 1 2 | 195,115 | 0 | 0 | |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 9,787 | 274,460 | SH | DFND | 1 2 | 274,460 | 0 | 0 | |
HERBALIFE LTD | COM USD SHS | G4412G101 | 3,366 | 51,669 | SH | DFND | 1 2 | 51,669 | 0 | 0 | |
HEXCEL CORP NEW | COM | 428291108 | 15,888 | 386,200 | SH | DFND | 1 2 | 386,200 | 0 | 0 | |
HONEYWELL INTL INC | COM | 438516106 | 4,383 | 47,000 | SH | DFND | 1 2 | 47,000 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 1,274 | 10,000 | SH | DFND | 1 2 | 10,000 | 0 | 0 | |
HYDROGENICS CORP NEW | COM NEW | 448883207 | 1,960 | 114,000 | SH | DFND | 1 2 | 114,000 | 0 | 0 | |
IDEX CORP | COM | 45167R104 | 13,256 | 164,728 | SH | DFND | 1 2 | 164,728 | 0 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,701 | 41,790 | SH | DFND | 1 2 | 41,790 | 0 | 0 | |
INGREDION INC | COM | 457187102 | 3,971 | 52,750 | SH | DFND | 1 2 | 52,750 | 0 | 0 | |
INNOPHOS HOLDINGS INC | COM | 45774N108 | 2,868 | 49,600 | SH | DFND | 1 2 | 49,600 | 0 | 0 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 7,822 | 43,044 | SH | DFND | 1 2 | 43,044 | 0 | 0 | |
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 4,039 | 38,700 | SH | DFND | 1 2 | 38,700 | 0 | 0 | |
IPG PHOTONICS CORP | COM | 44980X109 | 14,478 | 213,600 | SH | DFND | 1 2 | 213,600 | 0 | 0 | |
ITC HLDGS CORP | COM | 465685105 | 638 | 17,600 | SH | DFND | 1 2 | 17,600 | 0 | 0 | |
KBR INC | COM | 48242W106 | 3,314 | 139,000 | SH | DFND | 1 2 | 139,000 | 0 | 0 | |
KELLOGG CO | COM | 487836108 | 5,816 | 89,531 | SH | DFND | 1 2 | 89,531 | 0 | 0 | |
KEURIG GREEN MTN INC | COM | 49271M100 | 12,588 | 100,500 | SH | DFND | 1 2 | 100,500 | 0 | 0 | |
KIMBERLY CLARK CORP | COM | 494368103 | 2,025 | 18,184 | SH | DFND | 1 2 | 18,184 | 0 | 0 | |
KRAFT FOODS GROUP INC | COM | 50076Q106 | 3,208 | 53,778 | SH | DFND | 1 2 | 53,778 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 7,256 | 124,101 | SH | DFND | 1 2 | 124,101 | 0 | 0 | |
LIFE TIME FITNESS INC | COM | 53217R207 | 2,176 | 44,800 | SH | DFND | 1 2 | 44,800 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 5,861 | 145,000 | SH | DFND | 1 2 | 145,000 | 0 | 0 | |
LUXFER HLDGS PLC | SPONSORED ADR | 550678106 | 2,356 | 124,408 | SH | DFND | 1 2 | 124,408 | 0 | 0 | |
MASTEC INC | COM | 576323109 | 2,244 | 75,000 | SH | DFND | 1 2 | 75,000 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 5,030 | 68,524 | SH | DFND | 1 2 | 68,524 | 0 | 0 | |
MATERION CORP | COM | 576690101 | 2,187 | 60,000 | SH | DFND | 1 2 | 60,000 | 0 | 0 | |
MCDONALDS CORP | COM | 580135101 | 8,968 | 88,392 | SH | DFND | 1 2 | 88,392 | 0 | 0 | |
MEAD JOHNSON NUTRITION CO | COM | 582839106 | 11,270 | 121,619 | SH | DFND | 1 2 | 121,619 | 0 | 0 | |
MEDTRONIC INC | COM | 585055106 | 3,624 | 56,512 | SH | DFND | 1 2 | 56,512 | 0 | 0 | |
MERCK & CO INC NEW | COM | 58933Y105 | 4,552 | 79,130 | SH | DFND | 1 2 | 79,130 | 0 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 3,016 | 12,000 | SH | DFND | 1 2 | 12,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 9,888 | 234,031 | SH | DFND | 1 2 | 234,031 | 0 | 0 | |
MONOLITHIC PWR SYS INC | COM | 609839105 | 7,246 | 172,000 | SH | DFND | 1 2 | 172,000 | 0 | 0 | |
MONSTER BEVERAGE CORP | COM | 611740101 | 6,316 | 91,200 | SH | DFND | 1 2 | 91,200 | 0 | 0 | |
MOSAIC CO NEW | COM | 61945C103 | 6,155 | 123,850 | SH | DFND | 1 2 | 123,850 | 0 | 0 | |
MTS SYS CORP | COM | 553777103 | 2,503 | 37,000 | SH | DFND | 1 2 | 37,000 | 0 | 0 | |
MYLAN INC | COM | 628530107 | 4,845 | 94,050 | SH | DFND | 1 2 | 94,050 | 0 | 0 | |
NATIONAL OILWELL VARCO INC | COM | 637071101 | 2,264 | 27,400 | SH | DFND | 1 2 | 27,400 | 0 | 0 | |
NEW JERSEY RES | COM | 646025106 | 3,840 | 67,000 | SH | DFND | 1 2 | 67,000 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 1,243 | 16,000 | SH | DFND | 1 2 | 16,000 | 0 | 0 | |
NU SKIN ENTERPRISES INC | CL A | 67018T105 | 1,292 | 17,500 | SH | DFND | 1 2 | 17,500 | 0 | 0 | |
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 8,752 | 85,632 | SH | DFND | 1 2 | 85,632 | 0 | 0 | |
ON SEMICONDUCTOR CORP | COM | 682189105 | 8,999 | 990,000 | SH | DFND | 1 2 | 990,000 | 0 | 0 | |
ONE GAS INC | COM | 68235P108 | 2,985 | 79,050 | SH | DFND | 1 2 | 79,050 | 0 | 0 | |
ONEOK INC NEW | COM | 682680103 | 3,137 | 46,458 | SH | DFND | 1 2 | 46,458 | 0 | 0 | |
ORACLE CORP | COM | 68389X105 | 8,796 | 217,017 | SH | DFND | 1 2 | 217,017 | 0 | 0 | |
OWENS CORNING NEW | COM | 690742101 | 2,153 | 55,300 | SH | DFND | 1 2 | 55,300 | 0 | 0 | |
PARKER HANNIFIN CORP | COM | 701094104 | 15,455 | 123,019 | SH | DFND | 1 2 | 123,019 | 0 | 0 | |
PENTAIR PLC | SHS | G7S00T104 | 35,663 | 490,146 | SH | DFND | 1 2 | 490,146 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 3,089 | 34,800 | SH | DFND | 1 2 | 34,800 | 0 | 0 | |
PERKINELMER INC | COM | 714046109 | 28,249 | 603,750 | SH | DFND | 1 2 | 603,750 | 0 | 0 | |
PFIZER INC | COM | 717081103 | 15,384 | 518,488 | SH | DFND | 1 2 | 518,488 | 0 | 0 | |
POLYPORE INTL INC | COM | 73179V103 | 466 | 9,700 | SH | DFND | 1 2 | 9,700 | 0 | 0 | |
POWER INTEGRATIONS INC | COM | 739276103 | 5,200 | 91,000 | SH | DFND | 1 2 | 91,000 | 0 | 0 | |
PRAXAIR INC | COM | 74005P104 | 11,198 | 84,900 | SH | DFND | 1 2 | 84,900 | 0 | 0 | |
PTC INC | COM | 69370C100 | 3,266 | 85,000 | SH | DFND | 1 2 | 85,000 | 0 | 0 | |
REPUBLIC SVCS INC | COM | 760759100 | 23,422 | 614,278 | SH | DFND | 1 2 | 614,278 | 0 | 0 | |
REXNORD CORP NEW | COM | 76169B102 | 7,716 | 271,579 | SH | DFND | 1 2 | 271,579 | 0 | 0 | |
ROCKWELL AUTOMATION INC | COM | 773903109 | 1,170 | 9,300 | SH | DFND | 1 2 | 9,300 | 0 | 0 | |
ROCKWOOD HLDGS INC | COM | 774415103 | 10,890 | 142,800 | SH | DFND | 1 2 | 142,800 | 0 | 0 | |
RTI INTL METALS INC | COM | 74973W107 | 3,808 | 145,000 | SH | DFND | 1 2 | 145,000 | 0 | 0 | |
RUBICON TECHNOLOGY INC | COM | 78112T107 | 2,829 | 320,000 | SH | DFND | 1 2 | 320,000 | 0 | 0 | |
SANDISK CORP | COM | 80004C101 | 1,027 | 10,000 | SH | DFND | 1 2 | 10,000 | 0 | 0 | |
SEALED AIR CORP NEW | COM | 81211K100 | 21,414 | 617,114 | SH | DFND | 1 2 | 617,114 | 0 | 0 | |
SEMGROUP CORP | CL A | 81663A105 | 4,369 | 56,000 | SH | DFND | 1 2 | 56,000 | 0 | 0 | |
SEMPRA ENERGY | COM | 816851109 | 9,207 | 88,500 | SH | DFND | 1 2 | 88,500 | 0 | 0 | |
SILVER SPRING NETWORKS INC | COM | 82817Q103 | 587 | 45,000 | SH | DFND | 1 2 | 45,000 | 0 | 0 | |
SMITH A O | COM | 831865209 | 9,725 | 196,952 | SH | DFND | 1 2 | 196,952 | 0 | 0 | |
SMUCKER J M CO | COM NEW | 832696405 | 2,174 | 20,500 | SH | DFND | 1 2 | 20,500 | 0 | 0 | |
SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 8,337 | 285,500 | SH | DFND | 1 2 | 285,500 | 0 | 0 | |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 5,802 | 129,000 | SH | DFND | 1 2 | 129,000 | 0 | 0 | |
SPECTRA ENERGY CORP | COM | 847560109 | 10,030 | 236,000 | SH | DFND | 1 2 | 236,000 | 0 | 0 | |
SPX CORP | COM | 784635104 | 14,487 | 135,960 | SH | DFND | 1 2 | 135,960 | 0 | 0 | |
STARBUCKS CORP | COM | 855244109 | 7,178 | 92,096 | SH | DFND | 1 2 | 92,096 | 0 | 0 | |
STATE STR CORP | COM | 857477103 | 1,470 | 22,000 | SH | DFND | 1 2 | 22,000 | 0 | 0 | |
SUNEDISON INC | COM | 86732Y109 | 13,265 | 580,000 | SH | DFND | 1 2 | 580,000 | 0 | 0 | |
SUNOPTA INC | COM | 8676EP108 | 5,087 | 376,850 | SH | DFND | 1 2 | 376,850 | 0 | 0 | |
TETRA TECH INC NEW | COM | 88162G103 | 10,674 | 391,547 | SH | DFND | 1 2 | 391,547 | 0 | 0 | |
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 6,630 | 125,500 | SH | DFND | 1 2 | 125,500 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 45,103 | 381,259 | SH | DFND | 1 2 | 381,259 | 0 | 0 | |
TIMKEN CO | COM | 887389104 | 592 | 8,800 | SH | DFND | 1 2 | 8,800 | 0 | 0 | |
TITAN INTL INC ILL | COM | 88830M102 | 2,577 | 156,000 | SH | DFND | 1 2 | 156,000 | 0 | 0 | |
TITAN MACHY INC | COM | 88830R101 | 2,099 | 127,000 | SH | DFND | 1 2 | 127,000 | 0 | 0 | |
TREEHOUSE FOODS INC | COM | 89469A104 | 5,153 | 64,500 | SH | DFND | 1 2 | 64,500 | 0 | 0 | |
TRIMBLE NAVIGATION LTD | COM | 896239100 | 11,775 | 317,386 | SH | DFND | 1 2 | 317,386 | 0 | 0 | |
TRINITY INDS INC | COM | 896522109 | 2,580 | 59,900 | SH | DFND | 1 2 | 59,900 | 0 | 0 | |
UGI CORP NEW | COM | 902681105 | 3,858 | 77,000 | SH | DFND | 1 2 | 77,000 | 0 | 0 | |
UIL HLDG CORP | COM | 902748102 | 1,536 | 40,000 | SH | DFND | 1 2 | 40,000 | 0 | 0 | |
UNION PAC CORP | COM | 907818108 | 2,501 | 25,100 | SH | DFND | 1 2 | 25,100 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 8,367 | 102,042 | SH | DFND | 1 2 | 102,042 | 0 | 0 | |
VALMONT INDS INC | COM | 920253101 | 6,960 | 45,824 | SH | DFND | 1 2 | 45,824 | 0 | 0 | |
VARIAN MED SYS INC | COM | 92220P105 | 1,006 | 12,000 | SH | DFND | 1 2 | 12,000 | 0 | 0 | |
VEECO INSTRS INC DEL | COM | 922417100 | 1,031 | 28,000 | SH | DFND | 1 2 | 28,000 | 0 | 0 | |
VITAMIN SHOPPE INC | COM | 92849E101 | 1,928 | 45,000 | SH | DFND | 1 2 | 45,000 | 0 | 0 | |
VMWARE INC | CL A COM | 928563402 | 5,239 | 54,000 | SH | DFND | 1 2 | 54,000 | 0 | 0 | |
WALGREEN CO | COM | 931422109 | 4,076 | 55,000 | SH | DFND | 1 2 | 55,000 | 0 | 0 | |
WASTE MGMT INC DEL | COM | 94106L109 | 15,759 | 351,453 | SH | DFND | 1 2 | 351,453 | 0 | 0 | |
WATERS CORP | COM | 941848103 | 18,388 | 174,524 | SH | DFND | 1 2 | 174,524 | 0 | 0 | |
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 1,438 | 70,000 | SH | DFND | 1 2 | 70,000 | 0 | 0 | |
WELLS FARGO & CO NEW | COM | 949746101 | 7,091 | 134,054 | SH | DFND | 1 2 | 134,054 | 0 | 0 | |
WHITEWAVE FOODS CO | COM CL A | 966244105 | 6,175 | 191,000 | SH | DFND | 1 2 | 191,000 | 0 | 0 | |
WHOLE FOODS MKT INC | COM | 966837106 | 3,715 | 96,000 | SH | DFND | 1 2 | 96,000 | 0 | 0 | |
XYLEM INC | COM | 98419M100 | 36,647 | 933,680 | SH | DFND | 1 2 | 933,680 | 0 | 0 | |
ZOETIS INC | CL A | 98978V103 | 1,943 | 60,000 | SH | DFND | 1 2 | 60,000 | 0 | 0 |