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 14,708 67,000 SH   DFND   67,000 0 0
AETNA INC NEW COM 00817Y108 459 2,718 SH   DFND   2,718 0 0
AGCO CORP COM 001084102 885 13,651 SH   DFND   13,651 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 40,264 601,847 SH   DFND   601,847 0 0
AIR PRODS & CHEMS INC COM 009158106 6,361 40,000 SH   DFND   40,000 0 0
ALBEMARLE CORP COM 012653101 36,169 390,000 SH   DFND   390,000 0 0
ALLSTATE CORP COM 020002101 142 1,500 SH   DFND   1,500 0 0
ALPHABET INC CAP STK CL A 02079K305 5,930 5,718 SH   DFND   5,718 0 0
AMAZON COM INC COM 023135106 463 320 SH   DFND   320 0 0
AMDOCS LTD SHS G02602103 103 1,550 SH   DFND   1,550 0 0
AMERICAN EXPRESS CO COM 025816109 6,767 72,541 SH   DFND   72,541 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 10,882 132,501 SH   DFND   132,501 0 0
ANALOG DEVICES INC COM 032654105 45,565 500,000 SH   DFND   500,000 0 0
ANDEAVOR COM 03349M105 211 2,100 SH   DFND   2,100 0 0
ANSYS INC COM 03662Q105 23,766 151,676 SH   DFND   151,676 0 0
AON PLC SHS CL A G0408V102 5,831 41,551 SH   DFND   41,551 0 0
APPLE INC COM 037833100 3,393 20,225 SH   DFND   20,225 0 0
APTIV PLC SHS G6095L109 49,283 580,000 SH   DFND   580,000 0 0
AQUA AMERICA INC COM 03836W103 7,487 219,819 SH   DFND   219,819 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,526 35,195 SH   DFND   35,195 0 0
ARCONIC INC COM 03965L100 31,680 1,375,000 SH   DFND   1,375,000 0 0
AVANGRID INC COM 05351W103 10,908 213,376 SH   DFND   213,376 0 0
BORGWARNER INC COM 099724106 14,647 291,600 SH   DFND   291,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,749 503,267 SH   DFND   503,267 0 0
BUNGE LIMITED COM G16962105 1,250 16,905 SH   DFND   16,905 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,863 202,812 SH   DFND   202,812 0 0
CAMPBELL SOUP CO COM 134429109 4,823 111,363 SH   DFND   111,363 0 0
CERNER CORP COM 156782104 13,285 229,053 SH   DFND   229,053 0 0
CF INDS HLDGS INC COM 125269100 539 14,291 SH   DFND   14,291 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,217 22,319 SH   DFND   22,319 0 0
CINTAS CORP COM 172908105 54 319 SH   DFND   319 0 0
CISCO SYS INC COM 17275R102 13,097 305,374 SH   DFND   305,374 0 0
CITRIX SYS INC COM 177376100 66 712 SH   DFND   712 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,067 137,482 SH   DFND   137,482 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 7,628 99,800 SH   DFND   99,800 0 0
COMCAST CORP NEW CL A 20030N101 267 7,800 SH   DFND   7,800 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 216 7,400 SH   DFND   7,400 0 0
CONSTELLIUM NV CL A N22035104 16,004 1,475,000 SH   DFND   1,475,000 0 0
COOPER COS INC COM NEW 216648402 240 1,050 SH   DFND   1,050 0 0
CORNING INC COM 219350105 18,680 670,000 SH   DFND   670,000 0 0
CRANE CO COM 224399105 9,083 97,944 SH   DFND   97,944 0 0
CREE INC COM 225447101 56,688 1,406,300 SH   DFND   1,406,300 0 0
CSX CORP COM 126408103 33 593 SH   DFND   593 0 0
CVS HEALTH CORP COM 126650100 7,513 120,769 SH   DFND   120,769 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 39,856 2,350,000 SH   DFND   2,350,000 0 0
DANAHER CORP DEL COM 235851102 37,657 384,605 SH   DFND   384,605 0 0
DECKERS OUTDOOR CORP COM 243537107 6,414 71,238 SH   DFND   71,238 0 0
DEERE & CO COM 244199105 6,296 40,534 SH   DFND   40,534 0 0
DENTSPLY SIRONA INC COM 24906P109 12,507 248,600 SH   DFND   248,600 0 0
DISCOVER FINL SVCS COM 254709108 11,392 158,382 SH   DFND   158,382 0 0
DOWDUPONT INC COM 26078J100 11,970 187,877 SH   DFND   187,877 0 0
ECOLAB INC COM 278865100 24,615 179,583 SH   DFND   179,583 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 44 312 SH   DFND   312 0 0
EMERSON ELEC CO COM 291011104 342 5,000 SH   DFND   5,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 298 4,844 SH   DFND   4,844 0 0
EVEREST RE GROUP LTD COM G3223R108 131 511 SH   DFND   511 0 0
EXXON MOBIL CORP COM 30231G102 216 2,900 SH   DFND   2,900 0 0
F M C CORP COM NEW 302491303 25,062 327,305 SH   DFND   327,305 0 0
FIFTH THIRD BANCORP COM 316773100 214 6,750 SH   DFND   6,750 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,607 60,543 SH   DFND   60,543 0 0
FLOWSERVE CORP COM 34354P105 4,477 103,317 SH   DFND   103,317 0 0
FORTIVE CORP COM 34959J108 853 11,000 SH   DFND   11,000 0 0
FUELCELL ENERGY INC COM NEW 35952H502 2,076 1,200,000 SH   DFND   1,200,000 0 0
GENERAL MLS INC COM 370334104 355 7,875 SH   DFND   7,875 0 0
GENTEX CORP COM 371901109 8,057 350,000 SH   DFND   350,000 0 0
GILEAD SCIENCES INC COM 375558103 9,781 129,735 SH   DFND   129,735 0 0
HANESBRANDS INC COM 410345102 1,669 90,627 SH   DFND   90,627 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 665 12,900 SH   DFND   12,900 0 0
HD SUPPLY HLDGS INC COM 40416M105 67 1,753 SH   DFND   1,753 0 0
HEXCEL CORP NEW COM 428291108 24,027 372,000 SH   DFND   372,000 0 0
HORMEL FOODS CORP COM 440452100 8,942 260,545 SH   DFND   260,545 0 0
HP INC COM 40434L105 528 24,102 SH   DFND   24,102 0 0
HUBBELL INC COM 443510607 31 258 SH   DFND   258 0 0
IDEX CORP COM 45167R104 18,406 129,159 SH   DFND   129,159 0 0
II VI INC COM 902104108 26,994 660,000 SH   DFND   660,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,363 21,465 SH   DFND   21,465 0 0
INGREDION INC COM 457187102 1,636 12,688 SH   DFND   12,688 0 0
INNOPHOS HOLDINGS INC COM 45774N108 337 8,386 SH   DFND   8,386 0 0
INOVALON HLDGS INC COM CL A 45781D101 73 6,843 SH   DFND   6,843 0 0
INTEL CORP COM 458140100 30,293 581,657 SH   DFND   581,657 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,400 10,225 SH   DFND   10,225 0 0
IPG PHOTONICS CORP COM 44980X109 37,539 160,850 SH   DFND   160,850 0 0
ITRON INC COM 465741106 24,685 345,000 SH   DFND   345,000 0 0
JONES LANG LASALLE INC COM 48020Q107 140 800 SH   DFND   800 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 29,261 290,000 SH   DFND   290,000 0 0
L BRANDS INC COM 501797104 2,954 77,300 SH   DFND   77,300 0 0
LAUDER ESTEE COS INC CL A 518439104 11,338 75,730 SH   DFND   75,730 0 0
LINDSAY CORP COM 535555106 1,120 12,246 SH   DFND   12,246 0 0
LOWES COS INC COM 548661107 6,225 70,940 SH   DFND   70,940 0 0
LUXFER HOLDINGS PLC SHS G5698W116 7,040 550,000 SH   DFND   550,000 0 0
MANPOWERGROUP INC COM 56418H100 622 5,402 SH   DFND   5,402 0 0
MARSH & MCLENNAN COS INC COM 571748102 256 3,100 SH   DFND   3,100 0 0
MASCO CORP COM 574599106 18,773 464,217 SH   DFND   464,217 0 0
MASIMO CORP COM 574795100 54 614 SH   DFND   614 0 0
MASTEC INC COM 576323109 235 5,000 SH   DFND   5,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,335 76,130 SH   DFND   76,130 0 0
MATERION CORP COM 576690101 8,117 159,000 SH   DFND   159,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 62,629 1,040,000 SH   DFND   1,040,000 0 0
MAXIMUS INC COM 577933104 8,030 120,316 SH   DFND   120,316 0 0
MEDTRONIC PLC SHS G5960L103 351 4,374 SH   DFND   4,374 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 32 2,259 SH   DFND   2,259 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,265 2,200 SH   DFND   2,200 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,482 60,000 SH   DFND   60,000 0 0
MICROSOFT CORP COM 594918104 14,222 155,819 SH   DFND   155,819 0 0
MKS INSTRUMENT INC COM 55306N104 272 2,350 SH   DFND   2,350 0 0
MONDELEZ INTL INC CL A 609207105 1,053 25,222 SH   DFND   25,222 0 0
MONOLITHIC PWR SYS INC COM 609839105 64,831 560,000 SH   DFND   560,000 0 0
MOSAIC CO NEW COM 61945C103 230 9,481 SH   DFND   9,481 0 0
MUELLER WTR PRODS INC COM SER A 624758108 5,029 462,655 SH   DFND   462,655 0 0
MYRIAD GENETICS INC COM 62855J104 89 3,000 SH   DFND   3,000 0 0
NEW JERSEY RES COM 646025106 6,929 172,785 SH   DFND   172,785 0 0
NIKE INC CL B 654106103 4,834 72,760 SH   DFND   72,760 0 0
NORTHWEST NAT GAS CO COM 667655104 5,765 100,000 SH   DFND   100,000 0 0
NVIDIA CORP COM 67066G104 46,318 200,000 SH   DFND   200,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 4,473 68,854 SH   DFND   68,854 0 0
ON SEMICONDUCTOR CORP COM 682189105 67,179 2,746,500 SH   DFND   2,746,500 0 0
ONEOK INC NEW COM 682680103 1,947 34,200 SH   DFND   34,200 0 0
OWENS CORNING NEW COM 690742101 261 3,250 SH   DFND   3,250 0 0
PACKAGING CORP AMER COM 695156109 23 205 SH   DFND   205 0 0
PARK HOTELS RESORTS INC COM 700517105 95 3,500 SH   DFND   3,500 0 0
PARKER HANNIFIN CORP COM 701094104 20,891 122,147 SH   DFND   122,147 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 19,884 1,150,000 SH   DFND   1,150,000 0 0
PENTAIR PLC SHS G7S00T104 14,171 208,006 SH   DFND   208,006 0 0
PEPSICO INC COM 713448108 4,409 40,392 SH   DFND   40,392 0 0
PERKINELMER INC COM 714046109 31,607 417,415 SH   DFND   417,415 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,527 69,603 SH   DFND   69,603 0 0
POWER INTEGRATIONS INC COM 739276103 25,290 370,000 SH   DFND   370,000 0 0
PPG INDS INC COM 693506107 246 2,200 SH   DFND   2,200 0 0
PRAXAIR INC COM 74005P104 7,100 49,200 SH   DFND   49,200 0 0
PROCTER AND GAMBLE CO COM 742718109 324 4,086 SH   DFND   4,086 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 68 600 SH   DFND   600 0 0
PTC INC COM 69370C100 36,665 470,000 SH   DFND   470,000 0 0
PVH CORP COM 693656100 250 1,650 SH   DFND   1,650 0 0
QORVO INC COM 74736K101 56,360 800,000 SH   DFND   800,000 0 0
QUALCOMM INC COM 747525103 41,003 740,000 SH   DFND   740,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 148 1,650 SH   DFND   1,650 0 0
RAYONIER INC COM 754907103 29 812 SH   DFND   812 0 0
REPUBLIC SVCS INC COM 760759100 9,272 140,000 SH   DFND   140,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 16,375 94,000 SH   DFND   94,000 0 0
ROGERS CORP COM 775133101 209 1,750 SH   DFND   1,750 0 0
S&P GLOBAL INC COM 78409V104 826 4,322 SH   DFND   4,322 0 0
SEALED AIR CORP NEW COM 81211K100 49 1,144 SH   DFND   1,144 0 0
SILICON LABORATORIES INC COM 826919102 23,824 265,000 SH   DFND   265,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 17,546 175,000 SH   DFND   175,000 0 0
SMITH A O COM 831865209 21,244 334,072 SH   DFND   334,072 0 0
SNAP ON INC COM 833034101 332 2,250 SH   DFND   2,250 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 10,076 205,000 SH   DFND   205,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 49,181 935,000 SH   DFND   935,000 0 0
SOUTH JERSEY INDS INC COM 838518108 5,632 200,000 SH   DFND   200,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 892 38,017 SH   DFND   38,017 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,243 40,751 SH   DFND   40,751 0 0
SYNOPSYS INC COM 871607107 204 2,450 SH   DFND   2,450 0 0
TE CONNECTIVITY LTD REG SHS H84989104 10,701 107,117 SH   DFND   107,117 0 0
TENNECO INC COM 880349105 181 3,300 SH   DFND   3,300 0 0
TETRA TECH INC NEW COM 88162G103 12,798 261,441 SH   DFND   261,441 0 0
TEXAS INSTRS INC COM 882508104 27,531 265,000 SH   DFND   265,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 97,961 474,477 SH   DFND   474,477 0 0
TJX COS INC NEW COM 872540109 966 11,838 SH   DFND   11,838 0 0
TRIMBLE INC COM 896239100 16,200 451,496 SH   DFND   451,496 0 0
TYSON FOODS INC CL A 902494103 1,613 22,040 SH   DFND   22,040 0 0
UGI CORP NEW COM 902681105 8,884 200,000 SH   DFND   200,000 0 0
ULTA BEAUTY INC COM 90384S303 470 2,303 SH   DFND   2,303 0 0
UNIFIRST CORP MASS COM 904708104 74 457 SH   DFND   457 0 0
UNION PAC CORP COM 907818108 938 6,980 SH   DFND   6,980 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,684 73,290 SH   DFND   73,290 0 0
USANA HEALTH SCIENCES INC COM 90328M107 126 1,466 SH   DFND   1,466 0 0
V F CORP COM 918204108 7,162 96,633 SH   DFND   96,633 0 0
VALMONT INDS INC COM 920253101 21,050 143,880 SH   DFND   143,880 0 0
VARIAN MED SYS INC COM 92220P105 196 1,600 SH   DFND   1,600 0 0
VISA INC COM CL A 92826C839 1,240 10,362 SH   DFND   10,362 0 0
VISTEON CORP COM NEW 92839U206 27,560 250,000 SH   DFND   250,000 0 0
WASTE MGMT INC DEL COM 94106L109 23,387 278,016 SH   DFND   278,016 0 0
WATERS CORP COM 941848103 49,926 251,328 SH   DFND   251,328 0 0
WHIRLPOOL CORP COM 963320106 13,009 84,968 SH   DFND   84,968 0 0
WORLDPAY INC CL A 981558109 123 1,500 SH   DFND   1,500 0 0
XILINX INC COM 983919101 60,320 835,000 SH   DFND   835,000 0 0
XYLEM INC COM 98419M100 34,920 453,982 SH   DFND   453,982 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 905 6,505 SH   DFND   6,505 0 0
ZOETIS INC CL A 98978V103 1,367 16,374 SH   DFND   16,374 0 0