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 8,321 43,500 SH   DFND   43,500 0 0
AETNA INC NEW COM 00817Y108 246 1,940 SH   DFND   1,940 0 0
AGCO CORP COM 001084102 2,729 45,208 SH   DFND   45,208 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 28,491 534,338 SH   DFND   534,338 0 0
AIR PRODS & CHEMS INC COM 009158106 8,611 63,500 SH   DFND   63,500 0 0
ALBEMARLE CORP COM 012653101 17,348 165,000 SH   DFND   165,000 0 0
ALLSTATE CORP COM 020002101 216 2,650 SH   DFND   2,650 0 0
ALPHABET INC CAP STK CL A 02079K305 5,482 6,453 SH   DFND   6,453 0 0
AMDOCS LTD SHS G02602103 114 1,850 SH   DFND   1,850 0 0
AMERICAN EXPRESS CO COM 025816109 5,700 71,963 SH   DFND   71,963 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 12,105 157,211 SH   DFND   157,211 0 0
ANSYS INC COM 03662Q105 18,776 175,855 SH   DFND   175,855 0 0
AON PLC SHS CL A G0408V102 4,082 34,450 SH   DFND   34,450 0 0
APPLE INC COM 037833100 7,243 50,320 SH   DFND   50,320 0 0
AQUA AMERICA INC COM 03836W103 3,910 122,180 SH   DFND   122,180 0 0
AQUA METALS INC COM 03837J101 6,242 321,100 SH   DFND   321,100 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,298 71,519 SH   DFND   71,519 0 0
ARCONIC INC COM 03965L100 11,155 420,000 SH   DFND   420,000 0 0
AVANGRID INC COM 05351W103 4,269 100,000 SH   DFND   100,000 0 0
BIOAMBER INC COM 09072Q106 1,898 825,000 SH   DFND   825,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 9,809 401,177 SH   DFND   401,177 0 0
BUNGE LIMITED COM G16962105 2,793 35,097 SH   DFND   35,097 0 0
CALGON CARBON CORP COM 129603106 6,163 430,959 SH   DFND   430,959 0 0
CAMPBELL SOUP CO COM 134429109 4,683 81,994 SH   DFND   81,994 0 0
CENTERPOINT ENERGY INC COM 15189T107 220 8,000 SH   DFND   8,000 0 0
CERNER CORP COM 156782104 11,996 202,741 SH   DFND   202,741 0 0
CF INDS HLDGS INC COM 125269100 958 32,274 SH   DFND   32,274 0 0
CIGNA CORPORATION COM 125509109 94 640 SH   DFND   640 0 0
CINTAS CORP COM 172908105 16,007 126,057 SH   DFND   126,057 0 0
CISCO SYS INC COM 17275R102 10,273 304,474 SH   DFND   304,474 0 0
COCA COLA CO COM 191216100 1,480 34,738 SH   DFND   34,738 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,479 126,250 SH   DFND   126,250 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,465 41,866 SH   DFND   41,866 0 0
COMCAST CORP NEW CL A 20030N101 326 8,700 SH   DFND   8,700 0 0
CONAGRA BRANDS INC COM 205887102 2,351 58,372 SH   DFND   58,372 0 0
CONSOLIDATED WATER CO INC ORD G23773107 995 86,905 SH   DFND   86,905 0 0
CONSTELLIUM NV CL A N22035104 7,260 1,100,000 SH   DFND   1,100,000 0 0
COOPER COS INC COM NEW 216648402 327 1,650 SH   DFND   1,650 0 0
CORNING INC COM 219350105 13,091 475,000 SH   DFND   475,000 0 0
CRANE CO COM 224399105 6,385 85,741 SH   DFND   85,741 0 0
CREE INC COM 225447101 7,355 270,000 SH   DFND   270,000 0 0
CVS HEALTH CORP COM 126650100 9,381 118,978 SH   DFND   118,978 0 0
DANAHER CORP DEL COM 235851102 48,256 562,950 SH   DFND   562,950 0 0
DDR CORP COM 23317H102 50 4,000 SH   DFND   4,000 0 0
DEAN FOODS CO NEW COM NEW 242370203 4,063 207,612 SH   DFND   207,612 0 0
DECKERS OUTDOOR CORP COM 243537107 2,743 45,970 SH   DFND   45,970 0 0
DEERE & CO COM 244199105 5,564 50,968 SH   DFND   50,968 0 0
DICKS SPORTING GOODS INC COM 253393102 2,193 44,650 SH   DFND   44,650 0 0
DISCOVER FINL SVCS COM 254709108 9,177 133,652 SH   DFND   133,652 0 0
DOLLAR GEN CORP NEW COM 256677105 3,168 44,713 SH   DFND   44,713 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,946 109,576 SH   DFND   109,576 0 0
ENPHASE ENERGY INC COM 29355A107 1,215 900,000 SH   DFND   900,000 0 0
EXXON MOBIL CORP COM 30231G102 171 2,040 SH   DFND   2,040 0 0
F M C CORP COM NEW 302491303 19,563 318,099 SH   DFND   318,099 0 0
FIFTH THIRD BANCORP COM 316773100 219 8,500 SH   DFND   8,500 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,658 70,393 SH   DFND   70,393 0 0
FLOWSERVE CORP COM 34354P105 7,666 159,706 SH   DFND   159,706 0 0
FOOT LOCKER INC COM 344849104 9,449 125,372 SH   DFND   125,372 0 0
FORTIVE CORP COM 34959J108 1,968 33,008 SH   DFND   33,008 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 16,028 262,887 SH   DFND   262,887 0 0
FRANKLIN RES INC COM 354613101 110 2,600 SH   DFND   2,600 0 0
FUELCELL ENERGY INC COM NEW 35952H502 998 700,000 SH   DFND   700,000 0 0
GENERAL ELECTRIC CO COM 369604103 161 5,400 SH   DFND   5,400 0 0
GENERAL MLS INC COM 370334104 5,654 95,721 SH   DFND   95,721 0 0
GILEAD SCIENCES INC COM 375558103 9,928 147,013 SH   DFND   147,013 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,062 55,529 SH   DFND   55,529 0 0
HANESBRANDS INC COM 410345102 294 14,209 SH   DFND   14,209 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 908 19,000 SH   DFND   19,000 0 0
HEXCEL CORP NEW COM 428291108 18,237 335,000 SH   DFND   335,000 0 0
HIGHWOODS PPTYS INC COM 431284108 66 1,350 SH   DFND   1,350 0 0
HP INC COM 40434L105 385 21,800 SH   DFND   21,800 0 0
IDEX CORP COM 45167R104 13,284 142,978 SH   DFND   142,978 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,779 20,955 SH   DFND   20,955 0 0
INGREDION INC COM 457187102 4,003 33,236 SH   DFND   33,236 0 0
INNOPHOS HOLDINGS INC COM 45774N108 657 12,126 SH   DFND   12,126 0 0
INTEL CORP COM 458140100 284 7,950 SH   DFND   7,950 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 810 4,660 SH   DFND   4,660 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 5,046 38,124 SH   DFND   38,124 0 0
INTERPUBLIC GROUP COS INC COM 460690100 216 8,800 SH   DFND   8,800 0 0
IPG PHOTONICS CORP COM 44980X109 21,214 176,900 SH   DFND   176,900 0 0
ITRON INC COM 465741106 8,794 145,000 SH   DFND   145,000 0 0
JOHNSON & JOHNSON COM 478160104 327 2,621 SH   DFND   2,621 0 0
JONES LANG LASALLE INC COM 48020Q107 138 1,250 SH   DFND   1,250 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 9,900 125,000 SH   DFND   125,000 0 0
KELLOGG CO COM 487836108 4,706 64,870 SH   DFND   64,870 0 0
KROGER CO COM 501044101 3,830 131,152 SH   DFND   131,152 0 0
L BRANDS INC COM 501797104 4,835 101,778 SH   DFND   101,778 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 302 2,100 SH   DFND   2,100 0 0
LAUDER ESTEE COS INC CL A 518439104 3,927 46,012 SH   DFND   46,012 0 0
LIBERTY PPTY TR SH BEN INT 531172104 103 2,700 SH   DFND   2,700 0 0
LINDSAY CORP COM 535555106 1,869 21,283 SH   DFND   21,283 0 0
LOWES COS INC COM 548661107 2,690 32,685 SH   DFND   32,685 0 0
LULULEMON ATHLETICA INC COM 550021109 1,419 27,947 SH   DFND   27,947 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 4,957 410,000 SH   DFND   410,000 0 0
MANPOWERGROUP INC COM 56418H100 726 7,048 SH   DFND   7,048 0 0
MARSH & MCLENNAN COS INC COM 571748102 141 1,900 SH   DFND   1,900 0 0
MASCO CORP COM 574599106 13,922 411,638 SH   DFND   411,638 0 0
MASTEC INC COM 576323109 236 6,000 SH   DFND   6,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,140 72,250 SH   DFND   72,250 0 0
MATERION CORP COM 576690101 4,898 150,000 SH   DFND   150,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 1,777 19,968 SH   DFND   19,968 0 0
MEDTRONIC PLC SHS G5960L103 5,983 73,874 SH   DFND   73,874 0 0
MERCK & CO INC COM 58933Y105 4,573 72,072 SH   DFND   72,072 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 12,183 25,450 SH   DFND   25,450 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 10,343 140,000 SH   DFND   140,000 0 0
MICROSEMI CORP COM 595137100 10,813 210,000 SH   DFND   210,000 0 0
MICROSOFT CORP COM 594918104 11,202 170,475 SH   DFND   170,475 0 0
MKS INSTRUMENT INC COM 55306N104 289 4,200 SH   DFND   4,200 0 0
MONDELEZ INTL INC CL A 609207105 596 13,760 SH   DFND   13,760 0 0
MONOLITHIC PWR SYS INC COM 609839105 11,491 125,000 SH   DFND   125,000 0 0
MOSAIC CO NEW COM 61945C103 1,000 34,061 SH   DFND   34,061 0 0
MTS SYS CORP COM 553777103 2,700 49,400 SH   DFND   49,400 0 0
MYRIAD GENETICS INC COM 62855J104 57 3,000 SH   DFND   3,000 0 0
NAUTILUS INC COM 63910B102 3,673 205,797 SH   DFND   205,797 0 0
NEW JERSEY RES COM 646025106 5,925 150,000 SH   DFND   150,000 0 0
NIKE INC CL B 654106103 4,077 72,760 SH   DFND   72,760 0 0
NORTHWEST NAT GAS CO COM 667655104 5,619 95,000 SH   DFND   95,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,624 56,390 SH   DFND   56,390 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,146 204,000 SH   DFND   204,000 0 0
ONEOK INC NEW COM 682680103 1,584 28,847 SH   DFND   28,847 0 0
OWENS CORNING NEW COM 690742101 338 5,550 SH   DFND   5,550 0 0
PACKAGING CORP AMER COM 695156109 228 2,500 SH   DFND   2,500 0 0
PARKER HANNIFIN CORP COM 701094104 14,783 92,368 SH   DFND   92,368 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 2,200 110,000 SH   DFND   110,000 0 0
PENTAIR PLC SHS G7S00T104 17,541 278,921 SH   DFND   278,921 0 0
PEPSICO INC COM 713448108 7,859 70,054 SH   DFND   70,054 0 0
PERKINELMER INC COM 714046109 10,515 181,582 SH   DFND   181,582 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,696 71,553 SH   DFND   71,553 0 0
POWER INTEGRATIONS INC COM 739276103 12,704 195,000 SH   DFND   195,000 0 0
PPG INDS INC COM 693506107 158 1,500 SH   DFND   1,500 0 0
PRAXAIR INC COM 74005P104 8,775 73,987 SH   DFND   73,987 0 0
PROCTER AND GAMBLE CO COM 742718109 241 2,670 SH   DFND   2,670 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 68 600 SH   DFND   600 0 0
PTC INC COM 69370C100 20,831 397,000 SH   DFND   397,000 0 0
PVH CORP COM 693656100 321 3,100 SH   DFND   3,100 0 0
QORVO INC COM 74736K101 9,671 140,000 SH   DFND   140,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 152 2,000 SH   DFND   2,000 0 0
REGENCY CTRS CORP COM 758849103 57 850 SH   DFND   850 0 0
REPUBLIC SVCS INC COM 760759100 20,238 322,163 SH   DFND   322,163 0 0
ROCKWELL AUTOMATION INC COM 773903109 24,941 160,513 SH   DFND   160,513 0 0
ROGERS CORP COM 775133101 258 3,000 SH   DFND   3,000 0 0
S&P GLOBAL INC COM 78409V104 142 1,100 SH   DFND   1,100 0 0
SEMPRA ENERGY COM 816851109 4,409 40,000 SH   DFND   40,000 0 0
SILICON LABORATORIES INC COM 826919102 15,435 210,000 SH   DFND   210,000 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 6,822 600,000 SH   DFND   600,000 0 0
SKECHERS U S A INC CL A 830566105 2,781 100,163 SH   DFND   100,163 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,361 75,000 SH   DFND   75,000 0 0
SMITH A O COM 831865209 21,774 425,778 SH   DFND   425,778 0 0
SMUCKER J M CO COM NEW 832696405 1,815 13,824 SH   DFND   13,824 0 0
SNAP ON INC COM 833034101 205 1,219 SH   DFND   1,219 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,992 116,500 SH   DFND   116,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,425 350,000 SH   DFND   350,000 0 0
SOUTH JERSEY INDS INC COM 838518108 4,618 130,000 SH   DFND   130,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,484 41,344 SH   DFND   41,344 0 0
SUNPOWER CORP COM 867652406 186 30,500 SH   DFND   30,500 0 0
SYNOPSYS INC COM 871607107 159 2,200 SH   DFND   2,200 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 46 1,400 SH   DFND   1,400 0 0
TENNECO INC COM 880349105 277 4,400 SH   DFND   4,400 0 0
TESORO CORP COM 881609101 81 1,000 SH   DFND   1,000 0 0
TETRA TECH INC NEW COM 88162G103 8,753 216,400 SH   DFND   216,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 54,064 351,271 SH   DFND   351,271 0 0
TIMKEN CO COM 887389104 158 3,500 SH   DFND   3,500 0 0
TJX COS INC NEW COM 872540109 566 7,100 SH   DFND   7,100 0 0
TREEHOUSE FOODS INC COM 89469A104 1,706 20,189 SH   DFND   20,189 0 0
TRIMBLE INC COM 896239100 8,283 257,239 SH   DFND   257,239 0 0
TYSON FOODS INC CL A 902494103 3,008 48,807 SH   DFND   48,807 0 0
UGI CORP NEW COM 902681105 4,213 85,000 SH   DFND   85,000 0 0
ULTA BEAUTY INC COM 90384S303 198 695 SH   DFND   695 0 0
UNION PAC CORP COM 907818108 1,682 15,728 SH   DFND   15,728 0 0
UNITED NAT FOODS INC COM 911163103 1,467 34,376 SH   DFND   34,376 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,183 79,903 SH   DFND   79,903 0 0
URBAN OUTFITTERS INC COM 917047102 149 6,100 SH   DFND   6,100 0 0
V F CORP COM 918204108 3,358 62,044 SH   DFND   62,044 0 0
VALMONT INDS INC COM 920253101 18,200 118,222 SH   DFND   118,222 0 0
VANTIV INC CL A 92210H105 231 3,600 SH   DFND   3,600 0 0
VARIAN MED SYS INC COM 92220P105 246 2,700 SH   DFND   2,700 0 0
VICOR CORP COM 925815102 1,605 100,000 SH   DFND   100,000 0 0
VISA INC COM CL A 92826C839 258 2,900 SH   DFND   2,900 0 0
WASTE MGMT INC DEL COM 94106L109 25,951 355,829 SH   DFND   355,829 0 0
WATERS CORP COM 941848103 33,168 212,237 SH   DFND   212,237 0 0
WGL HLDGS INC COM 92924F106 6,621 80,000 SH   DFND   80,000 0 0
WHITING PETE CORP NEW COM 966387102 138 15,000 SH   DFND   15,000 0 0
WHOLE FOODS MKT INC COM 966837106 5,990 204,650 SH   DFND   204,650 0 0
XILINX INC COM 983919101 15,049 260,000 SH   DFND   260,000 0 0
XYLEM INC COM 98419M100 39,140 784,373 SH   DFND   784,373 0 0
ZOETIS INC CL A 98978V103 971 18,158 SH   DFND   18,158 0 0