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 9,279 56,400 SH   DFND   56,400 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 4,133 127,732 SH   DFND   127,732 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 95,143 1,245,486 SH   DFND   1,245,486 0 0
ALBEMARLE CORP COM 012653101 23,985 352,000 SH   DFND   352,000 0 0
ALPHABET INC CAP STK CL A 02079K305 13,394 10,925 SH   DFND   10,925 0 0
AMAZON COM INC COM 023135106 1,924 1,115 SH   DFND   1,115 0 0
AMDOCS LTD SHS G02602103 151 2,300 SH   DFND   2,300 0 0
AMERICAN EXPRESS CO COM 025816109 6,776 57,142 SH   DFND   57,142 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 10,184 81,970 SH   DFND   81,970 0 0
ANALOG DEVICES INC COM 032654105 50,967 459,000 SH   DFND   459,000 0 0
ANSYS INC COM 03662Q105 27,170 125,156 SH   DFND   125,156 0 0
AON PLC SHS CL A G0408V102 9,817 50,740 SH   DFND   50,740 0 0
APPLE INC COM 037833100 1,969 9,000 SH   DFND   9,000 0 0
APTIV PLC SHS G6095L109 50,999 587,000 SH   DFND   587,000 0 0
AQUA AMERICA INC COM 03836W103 8,174 182,989 SH   DFND   182,989 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 288 7,034 SH   DFND   7,034 0 0
ARCONIC INC COM 03965L100 17,494 670,000 SH   DFND   670,000 0 0
AVANGRID INC COM 05351W103 24,292 465,000 SH   DFND   465,000 0 0
BORGWARNER INC COM 099724106 116 3,200 SH   DFND   3,200 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,166 425,845 SH   DFND   425,845 0 0
BUNGE LIMITED COM G16962105 591 10,447 SH   DFND   10,447 0 0
CAL MAINE FOODS INC COM NEW 128030202 91 2,000 SH   DFND   2,000 0 0
CAMPBELL SOUP CO COM 134429109 5,746 122,590 SH   DFND   122,590 0 0
CERNER CORP COM 156782104 23,689 346,483 SH   DFND   346,483 0 0
CF INDS HLDGS INC COM 125269100 835 17,164 SH   DFND   17,164 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,731 16,000 SH   DFND   16,000 0 0
CHURCH & DWIGHT INC COM 171340102 1,671 22,080 SH   DFND   22,080 0 0
CISCO SYS INC COM 17275R102 16,816 344,299 SH   DFND   344,299 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,659 113,340 SH   DFND   113,340 0 0
COHERENT INC COM 192479103 19,700 130,000 SH   DFND   130,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 12,982 134,400 SH   DFND   134,400 0 0
CONSTELLIUM SE CL A N22035104 18,158 1,400,000 SH   DFND   1,400,000 0 0
CORNING INC COM 219350105 22,704 800,000 SH   DFND   800,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 828 2,894 SH   DFND   2,894 0 0
CVS HEALTH CORP COM 126650100 14,552 234,403 SH   DFND   234,403 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 83,556 3,600,000 SH   DFND   3,600,000 0 0
DANAHER CORPORATION COM 235851102 44,654 315,440 SH   DFND   315,440 0 0
DAVITA INC COM 23918K108 177 3,150 SH   DFND   3,150 0 0
DECKERS OUTDOOR CORP COM 243537107 8,832 61,704 SH   DFND   61,704 0 0
DEERE & CO COM 244199105 5,538 33,310 SH   DFND   33,310 0 0
DENTSPLY SIRONA INC COM 24906P109 21,836 412,937 SH   DFND   412,937 0 0
DISCOVER FINL SVCS COM 254709108 13,063 160,266 SH   DFND   160,266 0 0
DUPONT DE NEMOURS INC COM 26614N102 12,645 180,000 SH   DFND   180,000 0 0
ECOLAB INC COM 278865100 65,031 328,788 SH   DFND   328,788 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,245 26,030 SH   DFND   26,030 0 0
EVEREST RE GROUP LTD COM G3223R108 931 3,500 SH   DFND   3,500 0 0
F M C CORP COM NEW 302491303 540 6,271 SH   DFND   6,271 0 0
FIFTH THIRD BANCORP COM 316773100 162 5,900 SH   DFND   5,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,796 69,648 SH   DFND   69,648 0 0
FIRST SOLAR INC COM 336433107 12,569 215,000 SH   DFND   215,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 34,666 636,300 SH   DFND   636,300 0 0
GILEAD SCIENCES INC COM 375558103 15,497 246,369 SH   DFND   246,369 0 0
HCP INC COM 40414L109 433 12,200 SH   DFND   12,200 0 0
HEXCEL CORP NEW COM 428291108 30,099 372,000 SH   DFND   372,000 0 0
HORMEL FOODS CORP COM 440452100 408 9,382 SH   DFND   9,382 0 0
HP INC COM 40434L105 1,140 61,514 SH   DFND   61,514 0 0
IDEX CORP COM 45167R104 16,278 98,930 SH   DFND   98,930 0 0
IDEXX LABS INC COM 45168D104 786 2,883 SH   DFND   2,883 0 0
II VI INC COM 902104108 45,896 1,264,000 SH   DFND   1,264,000 0 0
INGREDION INC COM 457187102 280 3,476 SH   DFND   3,476 0 0
INTEL CORP COM 458140100 3,722 73,300 SH   DFND   73,300 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,012 16,657 SH   DFND   16,657 0 0
IPG PHOTONICS CORP COM 44980X109 30,923 232,800 SH   DFND   232,800 0 0
ITRON INC COM 465741106 16,464 225,500 SH   DFND   225,500 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 465 4,609 SH   DFND   4,609 0 0
JONES LANG LASALLE INC COM 48020Q107 189 1,360 SH   DFND   1,360 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 18,802 190,000 SH   DFND   190,000 0 0
KONTOOR BRANDS INC COM 50050N103 713 20,646 SH   DFND   20,646 0 0
KROGER CO COM 501044101 828 32,178 SH   DFND   32,178 0 0
LAMB WESTON HLDGS INC COM 513272104 733 9,998 SH   DFND   9,998 0 0
LAUDER ESTEE COS INC CL A 518439104 7,968 40,583 SH   DFND   40,583 0 0
LINDE PLC SHS G5494J103 8,383 43,766 SH   DFND   43,766 0 0
LINDSAY CORP COM 535555106 389 4,189 SH   DFND   4,189 0 0
LIVENT CORP COM 53814L108 11,585 1,750,000 SH   DFND   1,750,000 0 0
LOWES COS INC COM 548661107 8,930 81,525 SH   DFND   81,525 0 0
LUMENTUM HLDGS INC COM 55024U109 11,614 220,000 SH   DFND   220,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 7,394 469,457 SH   DFND   469,457 0 0
MANPOWERGROUP INC COM 56418H100 187 2,250 SH   DFND   2,250 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 18,570 750,000 SH   DFND   750,000 0 0
MASCO CORP COM 574599106 21,361 512,500 SH   DFND   512,500 0 0
MASTEC INC COM 576323109 229 3,550 SH   DFND   3,550 0 0
MASTERCARD INC CL A 57636Q104 13,739 51,048 SH   DFND   51,048 0 0
MATERION CORP COM 576690101 9,809 159,000 SH   DFND   159,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 83,198 1,454,000 SH   DFND   1,454,000 0 0
MAXIMUS INC COM 577933104 12,483 161,528 SH   DFND   161,528 0 0
MEDTRONIC PLC SHS G5960L103 7,061 65,791 SH   DFND   65,791 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 24,757 35,404 SH   DFND   35,404 0 0
MICROSOFT CORP COM 594918104 31,733 230,399 SH   DFND   230,399 0 0
MKS INSTRUMENT INC COM 55306N104 91 1,000 SH   DFND   1,000 0 0
MONDELEZ INTL INC CL A 609207105 839 15,142 SH   DFND   15,142 0 0
MONOLITHIC PWR SYS INC COM 609839105 20,674 132,000 SH   DFND   132,000 0 0
MOSAIC CO NEW COM 61945C103 242 11,964 SH   DFND   11,964 0 0
MUELLER WTR PRODS INC COM SER A 624758108 6,135 546,300 SH   DFND   546,300 0 0
NEW JERSEY RES COM 646025106 8,102 180,000 SH   DFND   180,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 236 4,500 SH   DFND   4,500 0 0
NIKE INC CL B 654106103 10,016 108,500 SH   DFND   108,500 0 0
NORTHWEST NAT HLDG CO COM 66765N105 8,560 120,000 SH   DFND   120,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 44,157 414,500 SH   DFND   414,500 0 0
ON SEMICONDUCTOR CORP COM 682189105 65,169 3,488,700 SH   DFND   3,488,700 0 0
ONEOK INC NEW COM 682680103 1,590 21,697 SH   DFND   21,697 0 0
OWENS CORNING NEW COM 690742101 203 3,250 SH   DFND   3,250 0 0
PACKAGING CORP AMER COM 695156109 1,032 9,770 SH   DFND   9,770 0 0
PARK HOTELS RESORTS INC COM 700517105 157 6,300 SH   DFND   6,300 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 13,877 518,778 SH   DFND   518,778 0 0
PENTAIR PLC SHS G7S00T104 26,937 715,261 SH   DFND   715,261 0 0
PEPSICO INC COM 713448108 2,023 14,918 SH   DFND   14,918 0 0
PERKINELMER INC COM 714046109 42,865 503,341 SH   DFND   503,341 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,973 71,038 SH   DFND   71,038 0 0
POWER INTEGRATIONS INC COM 739276103 46,713 516,000 SH   DFND   516,000 0 0
PROCTER & GAMBLE CO COM 742718109 10,166 81,609 SH   DFND   81,609 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 147 805 SH   DFND   805 0 0
PTC INC COM 69370C100 20,891 310,000 SH   DFND   310,000 0 0
PVH CORP COM 693656100 211 2,400 SH   DFND   2,400 0 0
QORVO INC COM 74736K101 27,974 382,000 SH   DFND   382,000 0 0
QUALCOMM INC COM 747525103 30,959 404,000 SH   DFND   404,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 138 1,650 SH   DFND   1,650 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 185 1,150 SH   DFND   1,150 0 0
REPUBLIC SVCS INC COM 760759100 10,477 121,520 SH   DFND   121,520 0 0
REXNORD CORP NEW COM 76169B102 27,787 1,035,300 SH   DFND   1,035,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 8,313 50,000 SH   DFND   50,000 0 0
ROGERS CORP COM 775133101 134 1,000 SH   DFND   1,000 0 0
S&P GLOBAL INC COM 78409V104 2,134 8,661 SH   DFND   8,661 0 0
SEMPRA ENERGY COM 816851109 1,690 11,700 SH   DFND   11,700 0 0
SILICON LABORATORIES INC COM 826919102 23,728 215,000 SH   DFND   215,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 50,433 651,000 SH   DFND   651,000 0 0
SMITH A O CORP COM 831865209 18,683 392,000 SH   DFND   392,000 0 0
SNAP ON INC COM 833034101 155 1,000 SH   DFND   1,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 8,088 290,000 SH   DFND   290,000 0 0
SOUTH JERSEY INDS INC COM 838518108 12,350 380,000 SH   DFND   380,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,491 77,637 SH   DFND   77,637 0 0
SPX FLOW INC COM 78469X107 30,615 766,910 SH   DFND   766,910 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,878 41,078 SH   DFND   41,078 0 0
SYNOPSYS INC COM 871607107 252 1,850 SH   DFND   1,850 0 0
TE CONNECTIVITY LTD REG SHS H84989104 45,367 489,345 SH   DFND   489,345 0 0
TEXAS INSTRS INC COM 882508104 4,958 39,000 SH   DFND   39,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 100,122 348,372 SH   DFND   348,372 0 0
TJX COS INC NEW COM 872540109 2,488 45,380 SH   DFND   45,380 0 0
TREX CO INC COM 89531P105 571 6,345 SH   DFND   6,345 0 0
TRIMBLE INC COM 896239100 28,059 734,140 SH   DFND   734,140 0 0
TYSON FOODS INC CL A 902494103 877 10,291 SH   DFND   10,291 0 0
UGI CORP NEW COM 902681105 22,198 440,000 SH   DFND   440,000 0 0
ULTA BEAUTY INC COM 90384S303 2,909 11,902 SH   DFND   11,902 0 0
UNION PACIFIC CORP COM 907818108 852 5,234 SH   DFND   5,234 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,874 83,034 SH   DFND   83,034 0 0
V F CORP COM 918204108 13,748 154,833 SH   DFND   154,833 0 0
VALMONT INDS INC COM 920253101 22,353 161,473 SH   DFND   161,473 0 0
VARIAN MED SYS INC COM 92220P105 178 1,510 SH   DFND   1,510 0 0
VENTAS INC COM 92276F100 994 13,500 SH   DFND   13,500 0 0
VERISK ANALYTICS INC COM 92345Y106 2,488 15,991 SH   DFND   15,991 0 0
VISA INC COM CL A 92826C839 3,555 20,433 SH   DFND   20,433 0 0
VISTEON CORP COM NEW 92839U206 30,876 381,000 SH   DFND   381,000 0 0
WASTE MGMT INC DEL COM 94106L109 12,949 114,000 SH   DFND   114,000 0 0
WATERS CORP COM 941848103 36,896 165,801 SH   DFND   165,801 0 0
WHIRLPOOL CORP COM 963320106 12,163 78,217 SH   DFND   78,217 0 0
XILINX INC COM 983919101 23,220 242,000 SH   DFND   242,000 0 0
XYLEM INC COM 98419M100 39,279 490,193 SH   DFND   490,193 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,286 6,359 SH   DFND   6,359 0 0
ZOETIS INC CL A 98978V103 1,473 11,887 SH   DFND   11,887 0 0