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 14,110 72,000 SH   DFND   72,000 0 0
AETNA INC NEW COM 00817Y108 504 2,718 SH   DFND   2,718 0 0
AGCO CORP COM 001084102 786 12,996 SH   DFND   12,996 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 45,193 737,369 SH   DFND   737,369 0 0
AIR PRODS & CHEMS INC COM 009158106 6,241 40,000 SH   DFND   40,000 0 0
ALBEMARLE CORP COM 012653101 28,560 305,000 SH   DFND   305,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,799 6,034 SH   DFND   6,034 0 0
AMAZON COM INC COM 023135106 544 320 SH   DFND   320 0 0
AMDOCS LTD SHS G02602103 103 1,550 SH   DFND   1,550 0 0
AMERICAN EXPRESS CO COM 025816109 7,376 76,061 SH   DFND   76,061 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 7,102 83,059 SH   DFND   83,059 0 0
ANALOG DEVICES INC COM 032654105 41,738 435,000 SH   DFND   435,000 0 0
ANDEAVOR COM 03349M105 274 2,100 SH   DFND   2,100 0 0
ANSYS INC COM 03662Q105 14,872 86,000 SH   DFND   86,000 0 0
AON PLC SHS CL A G0408V102 5,838 42,869 SH   DFND   42,869 0 0
APPLE INC COM 037833100 3,948 21,285 SH   DFND   21,285 0 0
APTIV PLC SHS G6095L109 64,351 700,000 SH   DFND   700,000 0 0
AQUA AMERICA INC COM 03836W103 6,522 184,926 SH   DFND   184,926 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,363 29,498 SH   DFND   29,498 0 0
ARCONIC INC COM 03965L100 13,167 775,000 SH   DFND   775,000 0 0
AVANGRID INC COM 05351W103 13,673 260,000 SH   DFND   260,000 0 0
BIO TECHNE CORP COM 09073M104 144 980 SH   DFND   980 0 0
BORGWARNER INC COM 099724106 12,817 293,100 SH   DFND   293,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 16,586 510,334 SH   DFND   510,334 0 0
BUNGE LIMITED COM G16962105 1,397 20,073 SH   DFND   20,073 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,672 186,485 SH   DFND   186,485 0 0
CAMPBELL SOUP CO COM 134429109 4,538 111,363 SH   DFND   111,363 0 0
CERNER CORP COM 156782104 13,897 232,550 SH   DFND   232,550 0 0
CF INDS HLDGS INC COM 125269100 747 16,859 SH   DFND   16,859 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,479 25,131 SH   DFND   25,131 0 0
CHURCH & DWIGHT INC COM 171340102 157 2,950 SH   DFND   2,950 0 0
CISCO SYS INC COM 17275R102 13,350 310,896 SH   DFND   310,896 0 0
CITRIX SYS INC COM 177376100 74 712 SH   DFND   712 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,098 140,441 SH   DFND   140,441 0 0
COHERENT INC COM 192479103 6,005 40,000 SH   DFND   40,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 8,415 92,495 SH   DFND   92,495 0 0
COMCAST CORP NEW CL A 20030N101 255 7,800 SH   DFND   7,800 0 0
CONSTELLIUM NV CL A N22035104 15,119 1,475,000 SH   DFND   1,475,000 0 0
COOPER COS INC COM NEW 216648402 99 420 SH   DFND   420 0 0
CORNING INC COM 219350105 21,997 815,000 SH   DFND   815,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 924 4,429 SH   DFND   4,429 0 0
CRANE CO COM 224399105 19,021 237,759 SH   DFND   237,759 0 0
CREE INC COM 225447101 63,020 1,485,280 SH   DFND   1,485,280 0 0
CVS HEALTH CORP COM 126650100 10,816 164,429 SH   DFND   164,429 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 47,310 3,000,000 SH   DFND   3,000,000 0 0
DANAHER CORP DEL COM 235851102 36,479 369,894 SH   DFND   369,894 0 0
DECKERS OUTDOOR CORP COM 243537107 8,282 71,388 SH   DFND   71,388 0 0
DEERE & CO COM 244199105 6,022 43,194 SH   DFND   43,194 0 0
DENTSPLY SIRONA INC COM 24906P109 13,158 301,517 SH   DFND   301,517 0 0
DISCOVER FINL SVCS COM 254709108 11,943 170,224 SH   DFND   170,224 0 0
DOWDUPONT INC COM 26078J100 11,907 180,000 SH   DFND   180,000 0 0
ECOLAB INC COM 278865100 38,972 278,215 SH   DFND   278,215 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 171 2,701 SH   DFND   2,701 0 0
EVEREST RE GROUP LTD COM G3223R108 167 720 SH   DFND   720 0 0
EXXON MOBIL CORP COM 30231G102 238 2,900 SH   DFND   2,900 0 0
F M C CORP COM NEW 302491303 28,771 325,795 SH   DFND   325,795 0 0
FIFTH THIRD BANCORP COM 316773100 170 5,900 SH   DFND   5,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,997 61,428 SH   DFND   61,428 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 23,231 435,125 SH   DFND   435,125 0 0
FUELCELL ENERGY INC COM NEW 35952H502 1,608 1,200,000 SH   DFND   1,200,000 0 0
GENERAL MLS INC COM 370334104 161 3,597 SH   DFND   3,597 0 0
GENTEX CORP COM 371901109 8,099 350,000 SH   DFND   350,000 0 0
GILEAD SCIENCES INC COM 375558103 9,279 131,934 SH   DFND   131,934 0 0
HANESBRANDS INC COM 410345102 2,206 100,020 SH   DFND   100,020 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 99 1,950 SH   DFND   1,950 0 0
HEXCEL CORP NEW COM 428291108 24,567 372,000 SH   DFND   372,000 0 0
HORMEL FOODS CORP COM 440452100 1,055 28,328 SH   DFND   28,328 0 0
HP INC COM 40434L105 546 24,102 SH   DFND   24,102 0 0
IDEX CORP COM 45167R104 15,370 113,417 SH   DFND   113,417 0 0
II VI INC COM 902104108 37,457 860,100 SH   DFND   860,100 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,086 22,269 SH   DFND   22,269 0 0
INGREDION INC COM 457187102 1,521 13,625 SH   DFND   13,625 0 0
INNOPHOS HOLDINGS INC COM 45774N108 217 4,569 SH   DFND   4,569 0 0
INTEL CORP COM 458140100 36,696 745,099 SH   DFND   745,099 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,461 11,808 SH   DFND   11,808 0 0
IPG PHOTONICS CORP COM 44980X109 36,517 170,800 SH   DFND   170,800 0 0
ITRON INC COM 465741106 28,955 485,000 SH   DFND   485,000 0 0
JONES LANG LASALLE INC COM 48020Q107 132 800 SH   DFND   800 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 26,710 260,000 SH   DFND   260,000 0 0
L BRANDS INC COM 501797104 3,096 82,990 SH   DFND   82,990 0 0
LAUDER ESTEE COS INC CL A 518439104 10,832 75,990 SH   DFND   75,990 0 0
LINDSAY CORP COM 535555106 1,237 12,600 SH   DFND   12,600 0 0
LOWES COS INC COM 548661107 7,530 78,435 SH   DFND   78,435 0 0
LUMINEX CORP DEL COM 55027E102 65 2,234 SH   DFND   2,234 0 0
LUXFER HOLDINGS PLC SHS G5698W116 9,515 550,000 SH   DFND   550,000 0 0
MANPOWERGROUP INC COM 56418H100 385 4,502 SH   DFND   4,502 0 0
MARSH & MCLENNAN COS INC COM 571748102 251 3,100 SH   DFND   3,100 0 0
MASCO CORP COM 574599106 24,705 665,181 SH   DFND   665,181 0 0
MASTEC INC COM 576323109 251 5,000 SH   DFND   5,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,374 78,002 SH   DFND   78,002 0 0
MATERION CORP COM 576690101 8,594 159,000 SH   DFND   159,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 78,651 1,350,000 SH   DFND   1,350,000 0 0
MAXIMUS INC COM 577933104 9,083 144,635 SH   DFND   144,635 0 0
MEDNAX INC COM 58502B106 76 1,756 SH   DFND   1,756 0 0
MEDTRONIC PLC SHS G5960L103 313 3,624 SH   DFND   3,624 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 56 3,500 SH   DFND   3,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 18,783 32,799 SH   DFND   32,799 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,357 15,000 SH   DFND   15,000 0 0
MICROSOFT CORP COM 594918104 15,911 161,323 SH   DFND   161,323 0 0
MKS INSTRUMENT INC COM 55306N104 216 2,300 SH   DFND   2,300 0 0
MONDELEZ INTL INC CL A 609207105 980 23,950 SH   DFND   23,950 0 0
MONOLITHIC PWR SYS INC COM 609839105 80,742 600,000 SH   DFND   600,000 0 0
MOSAIC CO NEW COM 61945C103 531 18,752 SH   DFND   18,752 0 0
MUELLER WTR PRODS INC COM SER A 624758108 8,048 692,616 SH   DFND   692,616 0 0
MYRIAD GENETICS INC COM 62855J104 156 4,193 SH   DFND   4,193 0 0
NEW JERSEY RES COM 646025106 8,641 192,022 SH   DFND   192,022 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 82 1,800 SH   DFND   1,800 0 0
NIKE INC CL B 654106103 5,217 72,760 SH   DFND   72,760 0 0
NORTHWEST NAT GAS CO COM 667655104 7,764 120,000 SH   DFND   120,000 0 0
NVIDIA CORP COM 67066G104 48,172 200,000 SH   DFND   200,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 6,001 71,951 SH   DFND   71,951 0 0
ON SEMICONDUCTOR CORP COM 682189105 79,250 3,557,000 SH   DFND   3,557,000 0 0
ONEOK INC NEW COM 682680103 2,488 35,585 SH   DFND   35,585 0 0
OWENS CORNING NEW COM 690742101 205 3,250 SH   DFND   3,250 0 0
PARK HOTELS RESORTS INC COM 700517105 105 3,500 SH   DFND   3,500 0 0
PARKER HANNIFIN CORP COM 701094104 17,304 111,763 SH   DFND   111,763 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 22,272 1,200,000 SH   DFND   1,200,000 0 0
PENTAIR PLC SHS G7S00T104 7,809 187,075 SH   DFND   187,075 0 0
PEPSICO INC COM 713448108 4,303 39,592 SH   DFND   39,592 0 0
PERKINELMER INC COM 714046109 28,622 395,391 SH   DFND   395,391 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,678 71,390 SH   DFND   71,390 0 0
POWER INTEGRATIONS INC COM 739276103 25,126 340,000 SH   DFND   340,000 0 0
PPG INDS INC COM 693506107 233 2,200 SH   DFND   2,200 0 0
PRAXAIR INC COM 74005P104 1,670 10,657 SH   DFND   10,657 0 0
PROCTER AND GAMBLE CO COM 742718109 319 4,086 SH   DFND   4,086 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 77 600 SH   DFND   600 0 0
PTC INC COM 69370C100 38,819 415,000 SH   DFND   415,000 0 0
PVH CORP COM 693656100 242 1,600 SH   DFND   1,600 0 0
QORVO INC COM 74736K101 56,336 700,000 SH   DFND   700,000 0 0
QUALCOMM INC COM 747525103 43,043 770,000 SH   DFND   770,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 149 1,650 SH   DFND   1,650 0 0
RAYONIER INC COM 754907103 31 812 SH   DFND   812 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 133 1,000 SH   DFND   1,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 52 430 SH   DFND   430 0 0
REPUBLIC SVCS INC COM 760759100 9,639 140,000 SH   DFND   140,000 0 0
REXNORD CORP NEW COM 76169B102 11,057 381,938 SH   DFND   381,938 0 0
ROCKWELL AUTOMATION INC COM 773903109 12,513 76,000 SH   DFND   76,000 0 0
ROGERS CORP COM 775133101 165 1,500 SH   DFND   1,500 0 0
S&P GLOBAL INC COM 78409V104 1,031 5,062 SH   DFND   5,062 0 0
SILICON LABORATORIES INC COM 826919102 27,514 275,000 SH   DFND   275,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 17,864 185,000 SH   DFND   185,000 0 0
SMITH A O COM 831865209 17,896 305,697 SH   DFND   305,697 0 0
SNAP ON INC COM 833034101 381 2,350 SH   DFND   2,350 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 9,817 205,000 SH   DFND   205,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 42,570 860,000 SH   DFND   860,000 0 0
SOUTH JERSEY INDS INC COM 838518108 8,450 250,000 SH   DFND   250,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,866 83,387 SH   DFND   83,387 0 0
SPX FLOW INC COM 78469X107 5,788 133,340 SH   DFND   133,340 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,583 41,572 SH   DFND   41,572 0 0
SYNOPSYS INC COM 871607107 255 3,000 SH   DFND   3,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 20,831 232,877 SH   DFND   232,877 0 0
TETRA TECH INC NEW COM 88162G103 12,697 221,017 SH   DFND   221,017 0 0
TEXAS INSTRS INC COM 882508104 22,911 210,000 SH   DFND   210,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 94,132 457,820 SH   DFND   457,820 0 0
TJX COS INC NEW COM 872540109 1,129 11,838 SH   DFND   11,838 0 0
TRIMBLE INC COM 896239100 24,102 736,161 SH   DFND   736,161 0 0
TYSON FOODS INC CL A 902494103 1,666 24,050 SH   DFND   24,050 0 0
UGI CORP NEW COM 902681105 11,455 220,000 SH   DFND   220,000 0 0
ULTA BEAUTY INC COM 90384S303 491 2,050 SH   DFND   2,050 0 0
UNION PAC CORP COM 907818108 1,123 7,979 SH   DFND   7,979 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,178 74,226 SH   DFND   74,226 0 0
V F CORP COM 918204108 7,884 96,633 SH   DFND   96,633 0 0
VALMONT INDS INC COM 920253101 22,127 147,268 SH   DFND   147,268 0 0
VARIAN MED SYS INC COM 92220P105 183 1,600 SH   DFND   1,600 0 0
VENTAS INC COM 92276F100 60 1,038 SH   DFND   1,038 0 0
VISA INC COM CL A 92826C839 1,402 10,562 SH   DFND   10,562 0 0
VISTEON CORP COM NEW 92839U206 50,138 390,000 SH   DFND   390,000 0 0
WASTE MGMT INC DEL COM 94106L109 13,477 166,862 SH   DFND   166,862 0 0
WATERS CORP COM 941848103 55,061 284,114 SH   DFND   284,114 0 0
WHIRLPOOL CORP COM 963320106 18,761 128,889 SH   DFND   128,889 0 0
WORLDPAY INC CL A 981558109 122 1,500 SH   DFND   1,500 0 0
XILINX INC COM 983919101 69,689 1,070,000 SH   DFND   1,070,000 0 0
XYLEM INC COM 98419M100 28,888 435,526 SH   DFND   435,526 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,154 8,055 SH   DFND   8,055 0 0
ZOETIS INC CL A 98978V103 1,491 17,582 SH   DFND   17,582 0 0