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 6,576 49,000 SH   DFND 1 2 49,000 0 0
ABBOTT LABS COM 002824100 5,461 142,537 SH   DFND 1 2 142,537 0 0
ACTAVIS PLC SHS G0083B108 4,483 22,000 SH   DFND 1 2 22,000 0 0
ADECOAGRO S A COM L00849106 1,537 190,000 SH   DFND 1 2 190,000 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 6,932 218,947 SH   DFND 1 2 218,947 0 0
AGCO CORP COM 001084102 2,487 46,000 SH   DFND 1 2 46,000 0 0
AIR PRODS & CHEMS INC COM 009158106 4,692 40,000 SH   DFND 1 2 40,000 0 0
ALCOA INC COM 013817101 2,371 190,000 SH   DFND 1 2 190,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,500 40,000 SH   DFND 1 2 40,000 0 0
ALLSTATE CORP COM 020002101 2,232 40,000 SH   DFND 1 2 40,000 0 0
AMERICAN STS WTR CO COM 029899101 2,420 75,806 SH   DFND 1 2 75,806 0 0
AMERICAN VANGUARD CORP COM 030371108 1,737 82,500 SH   DFND 1 2 82,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 58,856 1,304,142 SH   DFND 1 2 1,304,142 0 0
AMGEN INC COM 031162100 4,406 36,550 SH   DFND 1 2 36,550 0 0
AQUA AMERICA INC COM 03836W103 36,873 1,497,689 SH   DFND 1 2 1,497,689 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,614 60,500 SH   DFND 1 2 60,500 0 0
AUTODESK INC COM 052769106 435 9,000 SH   DFND 1 2 9,000 0 0
BECTON DICKINSON & CO COM 075887109 1,213 10,500 SH   DFND 1 2 10,500 0 0
BOULDER BRANDS INC COM 101405108 4,839 285,000 SH   DFND 1 2 285,000 0 0
BUNGE LIMITED COM G16962105 2,535 32,100 SH   DFND 1 2 32,100 0 0
CALAVO GROWERS INC COM 128246105 664 18,900 SH   DFND 1 2 18,900 0 0
CALGON CARBON CORP COM 129603106 10,222 485,127 SH   DFND 1 2 485,127 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 7,428 315,697 SH   DFND 1 2 315,697 0 0
CATERPILLAR INC DEL COM 149123101 4,095 41,200 SH   DFND 1 2 41,200 0 0
CELANESE CORP DEL COM SER A 150870103 1,801 33,380 SH   DFND 1 2 33,380 0 0
CF INDS HLDGS INC COM 125269100 4,305 16,700 SH   DFND 1 2 16,700 0 0
CHUBB CORP COM 171232101 5,962 67,648 SH   DFND 1 2 67,648 0 0
CISCO SYS INC COM 17275R102 5,272 236,113 SH   DFND 1 2 236,113 0 0
CLEAN ENERGY FUELS CORP COM 184499101 3,161 358,000 SH   DFND 1 2 358,000 0 0
CLEAN HARBORS INC COM 184496107 226 4,100 SH   DFND 1 2 4,100 0 0
COCA COLA CO COM 191216100 2,847 73,100 SH   DFND 1 2 73,100 0 0
COHERENT INC COM 192479103 1,926 30,000 SH   DFND 1 2 30,000 0 0
COLGATE PALMOLIVE CO COM 194162103 2,270 35,412 SH   DFND 1 2 35,412 0 0
CONAGRA FOODS INC COM 205887102 5,386 175,500 SH   DFND 1 2 175,500 0 0
CONSTELLIUM NV CL A N22035104 2,874 100,000 SH   DFND 1 2 100,000 0 0
CONTROL4 CORP COM 21240D107 2,457 122,000 SH   DFND 1 2 122,000 0 0
CORNING INC COM 219350105 3,504 170,000 SH   DFND 1 2 170,000 0 0
COSAN LTD SHS A G25343107 1,679 149,000 SH   DFND 1 2 149,000 0 0
COTT CORP QUE COM 22163N106 2,468 291,750 SH   DFND 1 2 291,750 0 0
CVS CAREMARK CORPORATION COM 126650100 4,931 66,400 SH   DFND 1 2 66,400 0 0
CYTEC INDS INC COM 232820100 7,129 74,000 SH   DFND 1 2 74,000 0 0
DANAHER CORP DEL COM 235851102 57,863 783,304 SH   DFND 1 2 783,304 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 4,689 68,500 SH   DFND 1 2 68,500 0 0
DEAN FOODS CO NEW COM NEW 242370203 4,912 322,300 SH   DFND 1 2 322,300 0 0
DECKERS OUTDOOR CORP COM 243537107 2,259 28,600 SH   DFND 1 2 28,600 0 0
DEERE & CO COM 244199105 4,482 50,500 SH   DFND 1 2 50,500 0 0
DIAMOND FOODS INC COM 252603105 433 12,600 SH   DFND 1 2 12,600 0 0
DICKS SPORTING GOODS INC COM 253393102 1,867 33,579 SH   DFND 1 2 33,579 0 0
DOLLAR GEN CORP NEW COM 256677105 6,227 112,400 SH   DFND 1 2 112,400 0 0
DOLLAR TREE INC COM 256746108 8,292 159,000 SH   DFND 1 2 159,000 0 0
DOW CHEM CO COM 260543103 2,651 55,000 SH   DFND 1 2 55,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 9,093 136,491 SH   DFND 1 2 136,491 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 593 60,000 SH   DFND 1 2 60,000 0 0
EMERSON ELEC CO COM 291011104 15,533 232,673 SH   DFND 1 2 232,673 0 0
ENERNOC INC COM 292764107 2,514 117,000 SH   DFND 1 2 117,000 0 0
ENERSYS COM 29275Y102 12,458 181,000 SH   DFND 1 2 181,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,528 33,476 SH   DFND 1 2 33,476 0 0
F M C CORP COM NEW 302491303 7,668 100,300 SH   DFND 1 2 100,300 0 0
FINISH LINE INC CL A 317923100 3,787 140,000 SH   DFND 1 2 140,000 0 0
FIRST SOLAR INC COM 336433107 17,778 259,000 SH   DFND 1 2 259,000 0 0
FLOWSERVE CORP COM 34354P105 11,341 148,966 SH   DFND 1 2 148,966 0 0
FLUOR CORP NEW COM 343412102 800 10,476 SH   DFND 1 2 10,476 0 0
FOOT LOCKER INC COM 344849104 7,734 167,650 SH   DFND 1 2 167,650 0 0
FRANKLIN ELEC INC COM 353514102 4,394 105,506 SH   DFND 1 2 105,506 0 0
FRANKLIN RES INC COM 354613101 778 14,500 SH   DFND 1 2 14,500 0 0
FRESH MKT INC COM 35804H106 3,565 107,250 SH   DFND 1 2 107,250 0 0
GENERAL MLS INC COM 370334104 5,046 98,370 SH   DFND 1 2 98,370 0 0
GNC HLDGS INC COM CL A 36191G107 7,046 159,668 SH   DFND 1 2 159,668 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 790 46,000 SH   DFND 1 2 46,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,518 272,882 SH   DFND 1 2 272,882 0 0
HERBALIFE LTD COM USD SHS G4412G101 3,488 62,669 SH   DFND 1 2 62,669 0 0
HEXCEL CORP NEW COM 428291108 13,084 306,200 SH   DFND 1 2 306,200 0 0
HONEYWELL INTL INC COM 438516106 7,298 80,300 SH   DFND 1 2 80,300 0 0
HUMANA INC COM 444859102 984 8,700 SH   DFND 1 2 8,700 0 0
IDEX CORP COM 45167R104 12,296 172,051 SH   DFND 1 2 172,051 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,088 38,239 SH   DFND 1 2 38,239 0 0
INGREDION INC COM 457187102 4,597 68,250 SH   DFND 1 2 68,250 0 0
INNOPHOS HOLDINGS INC COM 45774N108 2,189 39,100 SH   DFND 1 2 39,100 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,493 44,597 SH   DFND 1 2 44,597 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,643 38,700 SH   DFND 1 2 38,700 0 0
IPG PHOTONICS CORP COM 44980X109 11,668 169,000 SH   DFND 1 2 169,000 0 0
ITC HLDGS CORP COM 465685105 2,094 57,000 SH   DFND 1 2 57,000 0 0
KBR INC COM 48242W106 5,615 211,000 SH   DFND 1 2 211,000 0 0
KELLOGG CO COM 487836108 7,489 120,531 SH   DFND 1 2 120,531 0 0
KEURIG GREEN MTN INC COM 49271M100 2,812 26,000 SH   DFND 1 2 26,000 0 0
KIMBERLY CLARK CORP COM 494368103 6,879 62,643 SH   DFND 1 2 62,643 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,854 33,279 SH   DFND 1 2 33,279 0 0
L BRANDS INC COM 501797104 7,769 137,379 SH   DFND 1 2 137,379 0 0
LIFE TIME FITNESS INC COM 53217R207 2,274 47,300 SH   DFND 1 2 47,300 0 0
LULULEMON ATHLETICA INC COM 550021109 6,227 120,000 SH   DFND 1 2 120,000 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 1,576 80,000 SH   DFND 1 2 80,000 0 0
MASTEC INC COM 576323109 4,256 99,000 SH   DFND 1 2 99,000 0 0
MASTERCARD INC CL A 57636Q104 4,716 64,412 SH   DFND 1 2 64,412 0 0
MATERION CORP COM 576690101 1,670 50,000 SH   DFND 1 2 50,000 0 0
MCDONALDS CORP COM 580135101 8,503 87,444 SH   DFND 1 2 87,444 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 11,090 133,618 SH   DFND 1 2 133,618 0 0
MEDTRONIC INC COM 585055106 4,471 74,012 SH   DFND 1 2 74,012 0 0
MERCK & CO INC NEW COM 58933Y105 4,430 79,130 SH   DFND 1 2 79,130 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,321 10,000 SH   DFND 1 2 10,000 0 0
MICROSOFT CORP COM 594918104 8,633 214,214 SH   DFND 1 2 214,214 0 0
MONDELEZ INTL INC CL A 609207105 1,913 55,600 SH   DFND 1 2 55,600 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,731 100,500 SH   DFND 1 2 100,500 0 0
MONSTER BEVERAGE CORP COM 611740101 4,889 70,350 SH   DFND 1 2 70,350 0 0
MOSAIC CO NEW COM 61945C103 5,163 105,000 SH   DFND 1 2 105,000 0 0
MTS SYS CORP COM 553777103 1,696 25,000 SH   DFND 1 2 25,000 0 0
MYLAN INC COM 628530107 3,982 81,550 SH   DFND 1 2 81,550 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,742 22,426 SH   DFND 1 2 22,426 0 0
NEW JERSEY RES COM 646025106 3,299 67,000 SH   DFND 1 2 67,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 1,454 17,500 SH   DFND 1 2 17,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 10,766 112,675 SH   DFND 1 2 112,675 0 0
ONE GAS INC COM 68235P108 2,986 85,075 SH   DFND 1 2 85,075 0 0
ONEOK INC NEW COM 682680103 1,278 21,858 SH   DFND 1 2 21,858 0 0
ORACLE CORP COM 68389X105 8,513 215,143 SH   DFND 1 2 215,143 0 0
OWENS CORNING NEW COM 690742101 2,202 51,500 SH   DFND 1 2 51,500 0 0
PARKER HANNIFIN CORP COM 701094104 17,992 150,890 SH   DFND 1 2 150,890 0 0
PENTAIR LTD SHS H6169Q108 40,725 524,397 SH   DFND 1 2 524,397 0 0
PEPSICO INC COM 713448108 2,406 29,000 SH   DFND 1 2 29,000 0 0
PERKINELMER INC COM 714046109 28,701 644,525 SH   DFND 1 2 644,525 0 0
PFIZER INC COM 717081103 16,559 519,430 SH   DFND 1 2 519,430 0 0
POLYPORE INTL INC COM 73179V103 4,958 147,000 SH   DFND 1 2 147,000 0 0
POWER INTEGRATIONS INC COM 739276103 2,507 39,002 SH   DFND 1 2 39,002 0 0
PRAXAIR INC COM 74005P104 9,506 73,500 SH   DFND 1 2 73,500 0 0
PROCTER & GAMBLE CO COM 742718109 8,945 112,143 SH   DFND 1 2 112,143 0 0
PTC INC COM 69370C100 1,394 40,000 SH   DFND 1 2 40,000 0 0
QUANTA SVCS INC COM 74762E102 995 27,000 SH   DFND 1 2 27,000 0 0
REPUBLIC SVCS INC COM 760759100 21,058 625,616 SH   DFND 1 2 625,616 0 0
REXNORD CORP NEW COM 76169B102 5,161 181,204 SH   DFND 1 2 181,204 0 0
REYNOLDS AMERICAN INC COM 761713106 5,196 97,997 SH   DFND 1 2 97,997 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,429 11,500 SH   DFND 1 2 11,500 0 0
ROCKWOOD HLDGS INC COM 774415103 9,557 129,500 SH   DFND 1 2 129,500 0 0
RTI INTL METALS INC COM 74973W107 3,206 120,000 SH   DFND 1 2 120,000 0 0
RUBICON TECHNOLOGY INC COM 78112T107 2,303 201,000 SH   DFND 1 2 201,000 0 0
SANDISK CORP COM 80004C101 7,645 94,843 SH   DFND 1 2 94,843 0 0
SEALED AIR CORP NEW COM 81211K100 20,753 658,191 SH   DFND 1 2 658,191 0 0
SEMGROUP CORP CL A 81663A105 3,620 56,000 SH   DFND 1 2 56,000 0 0
SEMPRA ENERGY COM 816851109 10,054 105,000 SH   DFND 1 2 105,000 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 4,288 246,000 SH   DFND 1 2 246,000 0 0
SMITH A O COM 831865209 5,599 122,000 SH   DFND 1 2 122,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 7,439 240,500 SH   DFND 1 2 240,500 0 0
SPECTRA ENERGY CORP COM 847560109 7,714 209,500 SH   DFND 1 2 209,500 0 0
SPX CORP COM 784635104 7,453 77,007 SH   DFND 1 2 77,007 0 0
STARBUCKS CORP COM 855244109 3,582 48,596 SH   DFND 1 2 48,596 0 0
STATE STR CORP COM 857477103 1,518 22,000 SH   DFND 1 2 22,000 0 0
SUNEDISON INC COM 86732Y109 6,450 342,000 SH   DFND 1 2 342,000 0 0
SUNOPTA INC COM 8676EP108 6,707 570,300 SH   DFND 1 2 570,300 0 0
TETRA TECH INC NEW COM 88162G103 9,635 330,070 SH   DFND 1 2 330,070 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 6,795 137,417 SH   DFND 1 2 137,417 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,568 308,589 SH   DFND 1 2 308,589 0 0
TIMKEN CO COM 887389104 586 10,000 SH   DFND 1 2 10,000 0 0
TITAN INTL INC ILL COM 88830M102 2,784 150,500 SH   DFND 1 2 150,500 0 0
TITAN MACHY INC COM 88830R101 1,890 122,000 SH   DFND 1 2 122,000 0 0
TREEHOUSE FOODS INC COM 89469A104 4,609 64,500 SH   DFND 1 2 64,500 0 0
TRIMBLE NAVIGATION LTD COM 896239100 17,518 459,191 SH   DFND 1 2 459,191 0 0
TRINITY INDS INC COM 896522109 3,061 43,200 SH   DFND 1 2 43,200 0 0
UGI CORP NEW COM 902681105 3,450 77,000 SH   DFND 1 2 77,000 0 0
UNION PAC CORP COM 907818108 2,041 11,050 SH   DFND 1 2 11,050 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,025 98,327 SH   DFND 1 2 98,327 0 0
URS CORP NEW COM 903236107 4,791 101,561 SH   DFND 1 2 101,561 0 0
VALMONT INDS INC COM 920253101 6,739 46,077 SH   DFND 1 2 46,077 0 0
VEECO INSTRS INC DEL COM 922417100 4,723 114,000 SH   DFND 1 2 114,000 0 0
VITAMIN SHOPPE INC COM 92849E101 4,026 87,000 SH   DFND 1 2 87,000 0 0
WALGREEN CO COM 931422109 4,477 68,500 SH   DFND 1 2 68,500 0 0
WASTE MGMT INC DEL COM 94106L109 26,137 635,175 SH   DFND 1 2 635,175 0 0
WATERS CORP COM 941848103 11,185 103,868 SH   DFND 1 2 103,868 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 1,446 70,000 SH   DFND 1 2 70,000 0 0
WELLS FARGO & CO NEW COM 949746101 6,655 135,025 SH   DFND 1 2 135,025 0 0
WHITEWAVE FOODS CO COM CL A 966244105 6,904 248,000 SH   DFND 1 2 248,000 0 0
WHOLE FOODS MKT INC COM 966837106 4,143 81,000 SH   DFND 1 2 81,000 0 0
XYLEM INC COM 98419M100 28,205 783,472 SH   DFND 1 2 783,472 0 0
ZOETIS INC CL A 98978V103 761 26,230 SH   DFND 1 2 26,230 0 0