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 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