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 | 10,680 | 56,400 | SH | DFND | 56,400 | 0 | 0 | ||
AGCO CORP | COM | 001084102 | 927 | 16,957 | SH | DFND | 16,957 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 66,334 | 1,005,677 | SH | DFND | 1,005,677 | 0 | 0 | ||
ALBEMARLE CORP | COM | 012653101 | 58,783 | 766,000 | SH | DFND | 766,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,579 | 5,330 | SH | DFND | 5,330 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,648 | 1,115 | SH | DFND | 1,115 | 0 | 0 | ||
AMDOCS LTD | SHS | G02602103 | 110 | 1,900 | SH | DFND | 1,900 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 5,938 | 62,885 | SH | DFND | 62,885 | 0 | 0 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 6,393 | 71,022 | SH | DFND | 71,022 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 10,255 | 120,000 | SH | DFND | 120,000 | 0 | 0 | ||
ANSYS INC | COM | 03662Q105 | 23,249 | 162,592 | SH | DFND | 162,592 | 0 | 0 | ||
AON PLC | SHS CL A | G0408V102 | 6,876 | 47,848 | SH | DFND | 47,848 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 3,593 | 23,000 | SH | DFND | 23,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 47,140 | 768,000 | SH | DFND | 768,000 | 0 | 0 | ||
AQUA AMERICA INC | COM | 03836W103 | 5,392 | 159,427 | SH | DFND | 159,427 | 0 | 0 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 1,129 | 27,696 | SH | DFND | 27,696 | 0 | 0 | ||
ARCONIC INC | COM | 03965L100 | 12,235 | 730,000 | SH | DFND | 730,000 | 0 | 0 | ||
AVANGRID INC | COM | 05351W103 | 15,447 | 310,000 | SH | DFND | 310,000 | 0 | 0 | ||
BORGWARNER INC | COM | 099724106 | 83 | 2,400 | SH | DFND | 2,400 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 10,154 | 292,868 | SH | DFND | 292,868 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 1,267 | 23,906 | SH | DFND | 23,906 | 0 | 0 | ||
CAL MAINE FOODS INC | COM NEW | 128030202 | 8,278 | 197,568 | SH | DFND | 197,568 | 0 | 0 | ||
CAMPBELL SOUP CO | COM | 134429109 | 3,724 | 111,363 | SH | DFND | 111,363 | 0 | 0 | ||
CERNER CORP | COM | 156782104 | 14,845 | 285,426 | SH | DFND | 285,426 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 1,027 | 24,239 | SH | DFND | 24,239 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 1,647 | 16,000 | SH | DFND | 16,000 | 0 | 0 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 1,118 | 17,000 | SH | DFND | 17,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 13,410 | 313,529 | SH | DFND | 313,529 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 7,559 | 120,111 | SH | DFND | 120,111 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 7,177 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 7,145 | 84,623 | SH | DFND | 84,623 | 0 | 0 | ||
CONSTELLIUM NV | CL A | N22035104 | 8,256 | 1,200,000 | SH | DFND | 1,200,000 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 23,800 | 800,000 | SH | DFND | 800,000 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 674 | 3,337 | SH | DFND | 3,337 | 0 | 0 | ||
CRANE CO | COM | 224399105 | 6,921 | 97,565 | SH | DFND | 97,565 | 0 | 0 | ||
CREE INC | COM | 225447101 | 64,920 | 1,568,500 | SH | DFND | 1,568,500 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 14,116 | 216,530 | SH | DFND | 216,530 | 0 | 0 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 50,410 | 3,985,000 | SH | DFND | 3,985,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 49,393 | 485,049 | SH | DFND | 485,049 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 7,185 | 55,873 | SH | DFND | 55,873 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 5,215 | 35,895 | SH | DFND | 35,895 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 20,763 | 559,652 | SH | DFND | 559,652 | 0 | 0 | ||
DISCOVER FINL SVCS | COM | 254709108 | 10,144 | 173,972 | SH | DFND | 173,972 | 0 | 0 | ||
DOWDUPONT INC | COM | 26078J100 | 9,544 | 180,000 | SH | DFND | 180,000 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 63,736 | 441,476 | SH | DFND | 441,476 | 0 | 0 | ||
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 1,656 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
EVEREST RE GROUP LTD | COM | G3223R108 | 1,113 | 5,150 | SH | DFND | 5,150 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 13,246 | 180,888 | SH | DFND | 180,888 | 0 | 0 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 138 | 5,900 | SH | DFND | 5,900 | 0 | 0 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 5,648 | 64,223 | SH | DFND | 64,223 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 20,771 | 490,000 | SH | DFND | 490,000 | 0 | 0 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 21,622 | 574,740 | SH | DFND | 574,740 | 0 | 0 | ||
FUELCELL ENERGY INC | COM NEW | 35952H502 | 854 | 1,400,000 | SH | DFND | 1,400,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 12,022 | 194,273 | SH | DFND | 194,273 | 0 | 0 | ||
HEXCEL CORP NEW | COM | 428291108 | 21,048 | 372,000 | SH | DFND | 372,000 | 0 | 0 | ||
HORMEL FOODS CORP | COM | 440452100 | 481 | 11,349 | SH | DFND | 11,349 | 0 | 0 | ||
HP INC | COM | 40434L105 | 1,117 | 54,912 | SH | DFND | 54,912 | 0 | 0 | ||
IDEX CORP | COM | 45167R104 | 16,359 | 131,756 | SH | DFND | 131,756 | 0 | 0 | ||
II VI INC | COM | 902104108 | 35,638 | 1,120,000 | SH | DFND | 1,120,000 | 0 | 0 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 1,534 | 12,297 | SH | DFND | 12,297 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 872 | 9,579 | SH | DFND | 9,579 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 41,830 | 894,770 | SH | DFND | 894,770 | 0 | 0 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 2,424 | 18,334 | SH | DFND | 18,334 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 24,242 | 210,800 | SH | DFND | 210,800 | 0 | 0 | ||
ITRON INC | COM | 465741106 | 17,307 | 368,000 | SH | DFND | 368,000 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 116 | 900 | SH | DFND | 900 | 0 | 0 | ||
KAISER ALUMINUM CORP | COM PAR $0.01 | 483007704 | 15,205 | 170,000 | SH | DFND | 170,000 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 13,011 | 101,203 | SH | DFND | 101,203 | 0 | 0 | ||
LINDE PLC | COM | G5494J103 | 6,338 | 40,548 | SH | DFND | 40,548 | 0 | 0 | ||
LINDSAY CORP | COM | 535555106 | 945 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
LIVENT CORP | COM | 53814L108 | 7,045 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 7,054 | 76,777 | SH | DFND | 76,777 | 0 | 0 | ||
LUXFER HOLDINGS PLC | SHS | G5698W116 | 7,995 | 469,457 | SH | DFND | 469,457 | 0 | 0 | ||
MANPOWERGROUP INC | COM | 56418H100 | 129 | 2,000 | SH | DFND | 2,000 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 21,674 | 749,960 | SH | DFND | 749,960 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 161 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 10,695 | 57,450 | SH | DFND | 57,450 | 0 | 0 | ||
MATERION CORP | COM | 576690101 | 7,101 | 159,000 | SH | DFND | 159,000 | 0 | 0 | ||
MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 73,541 | 1,467,000 | SH | DFND | 1,467,000 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 10,136 | 156,451 | SH | DFND | 156,451 | 0 | 0 | ||
MEDNAX INC | COM | 58502B106 | 444 | 13,533 | SH | DFND | 13,533 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 1,201 | 13,450 | SH | DFND | 13,450 | 0 | 0 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 435 | 25,400 | SH | DFND | 25,400 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 13,757 | 24,675 | SH | DFND | 24,675 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 20,684 | 206,034 | SH | DFND | 206,034 | 0 | 0 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 96 | 1,500 | SH | DFND | 1,500 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 911 | 22,826 | SH | DFND | 22,826 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 76,705 | 667,000 | SH | DFND | 667,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 1,042 | 36,158 | SH | DFND | 36,158 | 0 | 0 | ||
MUELLER WTR PRODS INC | COM SER A | 624758108 | 4,863 | 533,271 | SH | DFND | 533,271 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 352 | 12,300 | SH | DFND | 12,300 | 0 | 0 | ||
NEW JERSEY RES | COM | 646025106 | 9,977 | 220,000 | SH | DFND | 220,000 | 0 | 0 | ||
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 644 | 15,500 | SH | DFND | 15,500 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 5,946 | 81,075 | SH | DFND | 81,075 | 0 | 0 | ||
NORTHWEST NAT HLDG CO | COM | 66765N105 | 7,218 | 120,000 | SH | DFND | 120,000 | 0 | 0 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 3,414 | 56,459 | SH | DFND | 56,459 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 86,876 | 5,320,000 | SH | DFND | 5,320,000 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 2,168 | 40,930 | SH | DFND | 40,930 | 0 | 0 | ||
ORBOTECH LTD | ORD | M75253100 | 669 | 12,000 | SH | DFND | 12,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 127 | 2,900 | SH | DFND | 2,900 | 0 | 0 | ||
PARK HOTELS RESORTS INC | COM | 700517105 | 116 | 4,500 | SH | DFND | 4,500 | 0 | 0 | ||
PATTERN ENERGY GROUP INC | CL A | 70338P100 | 25,676 | 1,400,000 | SH | DFND | 1,400,000 | 0 | 0 | ||
PENTAIR PLC | SHS | G7S00T104 | 14,133 | 378,795 | SH | DFND | 378,795 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 3,355 | 30,404 | SH | DFND | 30,404 | 0 | 0 | ||
PERKINELMER INC | COM | 714046109 | 13,244 | 171,352 | SH | DFND | 171,352 | 0 | 0 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 8,092 | 70,143 | SH | DFND | 70,143 | 0 | 0 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 25,389 | 420,000 | SH | DFND | 420,000 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,374 | 15,073 | SH | DFND | 15,073 | 0 | 0 | ||
PS BUSINESS PKS INC CALIF | COM | 69360J107 | 99 | 750 | SH | DFND | 750 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 24,702 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 148 | 1,600 | SH | DFND | 1,600 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 34,772 | 572,000 | SH | DFND | 572,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 34,143 | 601,000 | SH | DFND | 601,000 | 0 | 0 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 122 | 1,650 | SH | DFND | 1,650 | 0 | 0 | ||
REINSURANCE GROUP AMER INC | COM NEW | 759351604 | 138 | 1,000 | SH | DFND | 1,000 | 0 | 0 | ||
RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 581 | 4,400 | SH | DFND | 4,400 | 0 | 0 | ||
REPUBLIC SVCS INC | COM | 760759100 | 6,391 | 88,850 | SH | DFND | 88,850 | 0 | 0 | ||
REXNORD CORP NEW | COM | 76169B102 | 21,264 | 935,494 | SH | DFND | 935,494 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 7,446 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 148 | 1,500 | SH | DFND | 1,500 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 1,378 | 8,190 | SH | DFND | 8,190 | 0 | 0 | ||
SEMPRA ENERGY | COM | 816851109 | 890 | 8,300 | SH | DFND | 8,300 | 0 | 0 | ||
SILICON LABORATORIES INC | COM | 826919102 | 28,653 | 365,000 | SH | DFND | 365,000 | 0 | 0 | ||
SMITH A O | COM | 831865209 | 37,131 | 869,584 | SH | DFND | 869,584 | 0 | 0 | ||
SNAP ON INC | COM | 833034101 | 144 | 1,000 | SH | DFND | 1,000 | 0 | 0 | ||
SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 11,066 | 290,000 | SH | DFND | 290,000 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 1,046 | 30,000 | SH | DFND | 30,000 | 0 | 0 | ||
SOUTH JERSEY INDS INC | COM | 838518108 | 11,812 | 430,000 | SH | DFND | 430,000 | 0 | 0 | ||
SPROUTS FMRS MKT INC | COM | 85208M102 | 1,952 | 84,153 | SH | DFND | 84,153 | 0 | 0 | ||
SPX FLOW INC | COM | 78469X107 | 5,980 | 197,752 | SH | DFND | 197,752 | 0 | 0 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 5,607 | 47,188 | SH | DFND | 47,188 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 272 | 3,250 | SH | DFND | 3,250 | 0 | 0 | ||
TE CONNECTIVITY LTD | REG SHS | H84989104 | 42,797 | 572,538 | SH | DFND | 572,538 | 0 | 0 | ||
TETRA TECH INC NEW | COM | 88162G103 | 6,345 | 123,826 | SH | DFND | 123,826 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 11,285 | 120,300 | SH | DFND | 120,300 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 96,399 | 433,353 | SH | DFND | 433,353 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 1,880 | 42,914 | SH | DFND | 42,914 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 27,667 | 866,208 | SH | DFND | 866,208 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 1,236 | 23,607 | SH | DFND | 23,607 | 0 | 0 | ||
UGI CORP NEW | COM | 902681105 | 16,003 | 305,000 | SH | DFND | 305,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 3,683 | 15,381 | SH | DFND | 15,381 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 998 | 7,293 | SH | DFND | 7,293 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 21,042 | 85,452 | SH | DFND | 85,452 | 0 | 0 | ||
V F CORP | COM | 918204108 | 6,022 | 85,332 | SH | DFND | 85,332 | 0 | 0 | ||
VALMONT INDS INC | COM | 920253101 | 14,739 | 135,490 | SH | DFND | 135,490 | 0 | 0 | ||
VARIAN MED SYS INC | COM | 92220P105 | 179 | 1,600 | SH | DFND | 1,600 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 2,590 | 19,780 | SH | DFND | 19,780 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 25,294 | 415,000 | SH | DFND | 415,000 | 0 | 0 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 9,675 | 110,000 | SH | DFND | 110,000 | 0 | 0 | ||
WATERS CORP | COM | 941848103 | 42,886 | 232,118 | SH | DFND | 232,118 | 0 | 0 | ||
WHIRLPOOL CORP | COM | 963320106 | 18,029 | 168,070 | SH | DFND | 168,070 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 115 | 1,500 | SH | DFND | 1,500 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 95,895 | 1,137,000 | SH | DFND | 1,137,000 | 0 | 0 | ||
XYLEM INC | COM | 98419M100 | 33,793 | 517,508 | SH | DFND | 517,508 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 1,719 | 11,022 | SH | DFND | 11,022 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 1,849 | 21,880 | SH | DFND | 21,880 | 0 | 0 |