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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,331 44,300 SH   DFND   44,300 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 9,879 252,983 SH   DFND   252,983 0 0
AGCO CORP COM 001084102 248 3,196 SH   DFND   3,196 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 113,064 1,331,733 SH   DFND   1,331,733 0 0
ALBEMARLE CORP COM 012653101 26,758 372,000 SH   DFND   372,000 0 0
ALPHABET INC CAP STK CL A 02079K305 16,144 12,050 SH   DFND   12,050 0 0
AMAZON COM INC COM 023135106 2,401 1,300 SH   DFND   1,300 0 0
AMERICAN EXPRESS CO COM 025816109 7,371 59,300 SH   DFND   59,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 12,031 97,777 SH   DFND   97,777 0 0
ANALOG DEVICES INC COM 032654105 72,089 606,500 SH   DFND   606,500 0 0
ANSYS INC COM 03662Q105 31,169 121,374 SH   DFND   121,374 0 0
AON PLC SHS CL A G0408V102 10,527 50,700 SH   DFND   50,700 0 0
APPLE INC COM 037833100 2,653 9,100 SH   DFND   9,100 0 0
APTIV PLC SHS G6095L109 43,148 453,000 SH   DFND   453,000 0 0
AQUA AMERICA INC COM 03836W103 10,143 215,440 SH   DFND   215,440 0 0
ARCONIC INC COM 03965L100 21,918 710,000 SH   DFND   710,000 0 0
AVANGRID INC COM 05351W103 24,213 475,800 SH   DFND   475,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 21,744 483,313 SH   DFND   483,313 0 0
BUNGE LIMITED COM G16962105 597 10,447 SH   DFND   10,447 0 0
CAMPBELL SOUP CO COM 134429109 6,038 122,590 SH   DFND   122,590 0 0
CERNER CORP COM 156782104 25,297 346,015 SH   DFND   346,015 0 0
CF INDS HLDGS INC COM 125269100 927 19,573 SH   DFND   19,573 0 0
CHURCH & DWIGHT INC COM 171340102 1,882 26,750 SH   DFND   26,750 0 0
CISCO SYS INC COM 17275R102 17,033 357,920 SH   DFND   357,920 0 0
COHERENT INC COM 192479103 24,839 150,000 SH   DFND   150,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 13,725 137,400 SH   DFND   137,400 0 0
CONSTELLIUM SE CL A SHS F21107101 20,265 1,500,000 SH   DFND   1,500,000 0 0
CORNING INC COM 219350105 24,659 850,000 SH   DFND   850,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 854 2,894 SH   DFND   2,894 0 0
CVS HEALTH CORP COM 126650100 17,569 238,387 SH   DFND   238,387 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 34,280 1,470,000 SH   DFND   1,470,000 0 0
DANAHER CORPORATION COM 235851102 62,268 407,405 SH   DFND   407,405 0 0
DECKERS OUTDOOR CORP COM 243537107 15,232 90,204 SH   DFND   90,204 0 0
DEERE & CO COM 244199105 5,279 30,310 SH   DFND   30,310 0 0
DENTSPLY SIRONA INC COM 24906P109 18,247 323,537 SH   DFND   323,537 0 0
DISCOVER FINL SVCS COM 254709108 13,513 159,860 SH   DFND   159,860 0 0
DUPONT DE NEMOURS INC COM 26614N102 16,818 270,000 SH   DFND   270,000 0 0
ECOLAB INC COM 278865100 73,719 384,713 SH   DFND   384,713 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,127 26,350 SH   DFND   26,350 0 0
EVEREST RE GROUP LTD COM G3223R108 977 3,520 SH   DFND   3,520 0 0
F M C CORP COM NEW 302491303 622 6,271 SH   DFND   6,271 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,969 67,900 SH   DFND   67,900 0 0
FIRST SOLAR INC COM 336433107 30,943 550,000 SH   DFND   550,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 19,777 302,500 SH   DFND   302,500 0 0
GILEAD SCIENCES INC COM 375558103 16,190 249,349 SH   DFND   249,349 0 0
HEALTHPEAK PPTYS INC COM 42250P103 855 25,100 SH   DFND   25,100 0 0
HEXCEL CORP NEW COM 428291108 29,159 395,000 SH   DFND   395,000 0 0
HOME DEPOT INC COM 437076102 1,195 5,500 SH   DFND   5,500 0 0
HORMEL FOODS CORP COM 440452100 529 11,747 SH   DFND   11,747 0 0
HP INC COM 40434L105 1,664 81,200 SH   DFND   81,200 0 0
IDEX CORP COM 45167R104 18,725 108,656 SH   DFND   108,656 0 0
IDEXX LABS INC COM 45168D104 754 2,883 SH   DFND   2,883 0 0
II VI INC COM 902104108 58,119 1,720,000 SH   DFND   1,720,000 0 0
INGREDION INC COM 457187102 324 3,476 SH   DFND   3,476 0 0
INTEL CORP COM 458140100 5,247 88,000 SH   DFND   88,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 420 3,309 SH   DFND   3,309 0 0
IPG PHOTONICS CORP COM 44980X109 38,723 270,000 SH   DFND   270,000 0 0
ITRON INC COM 465741106 19,390 231,500 SH   DFND   231,500 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 528 4,609 SH   DFND   4,609 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 22,380 200,000 SH   DFND   200,000 0 0
KONTOOR BRANDS INC COM 50050N103 872 20,646 SH   DFND   20,646 0 0
KROGER CO COM 501044101 935 32,178 SH   DFND   32,178 0 0
LAMB WESTON HLDGS INC COM 513272104 854 9,998 SH   DFND   9,998 0 0
LAUDER ESTEE COS INC CL A 518439104 9,856 47,750 SH   DFND   47,750 0 0
LINDE PLC SHS G5494J103 9,729 46,000 SH   DFND   46,000 0 0
LINDSAY CORP COM 535555106 287 2,948 SH   DFND   2,948 0 0
LIVENT CORP COM 53814L108 15,818 1,850,000 SH   DFND   1,850,000 0 0
LOWES COS INC COM 548661107 9,544 79,500 SH   DFND   79,500 0 0
LUMENTUM HLDGS INC COM 55024U109 23,880 300,000 SH   DFND   300,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 9,269 497,000 SH   DFND   497,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 28,259 1,070,000 SH   DFND   1,070,000 0 0
MASCO CORP COM 574599106 45,679 949,874 SH   DFND   949,874 0 0
MASTERCARD INC CL A 57636Q104 15,071 50,620 SH   DFND   50,620 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 99,532 1,615,000 SH   DFND   1,615,000 0 0
MAXIMUS INC COM 577933104 10,982 146,778 SH   DFND   146,778 0 0
MEDTRONIC PLC SHS G5960L103 15,637 138,468 SH   DFND   138,468 0 0
MERCK & CO INC COM 58933Y105 3,095 34,000 SH   DFND   34,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 33,263 42,003 SH   DFND   42,003 0 0
MICROSOFT CORP COM 594918104 35,746 226,830 SH   DFND   226,830 0 0
MONDELEZ INTL INC CL A 609207105 833 15,142 SH   DFND   15,142 0 0
MONOLITHIC PWR SYS INC COM 609839105 39,424 221,000 SH   DFND   221,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 7,233 606,300 SH   DFND   606,300 0 0
NEW JERSEY RES COM 646025106 7,949 180,000 SH   DFND   180,000 0 0
NIKE INC CL B 654106103 11,239 111,500 SH   DFND   111,500 0 0
NORTHWEST NAT HLDG CO COM 66765N105 8,771 120,000 SH   DFND   120,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 79,081 620,000 SH   DFND   620,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 100,252 4,127,300 SH   DFND   4,127,300 0 0
ONEOK INC NEW COM 682680103 1,810 24,000 SH   DFND   24,000 0 0
PACKAGING CORP AMER COM 695156109 1,178 10,541 SH   DFND   10,541 0 0
PENTAIR PLC SHS G7S00T104 27,838 607,551 SH   DFND   607,551 0 0
PEPSICO INC COM 713448108 2,818 20,600 SH   DFND   20,600 0 0
PERKINELMER INC COM 714046109 46,857 484,766 SH   DFND   484,766 0 0
PNC FINL SVCS GROUP INC COM 693475105 12,150 75,930 SH   DFND   75,930 0 0
POWER INTEGRATIONS INC COM 739276103 55,977 566,000 SH   DFND   566,000 0 0
PROCTER & GAMBLE CO COM 742718109 10,290 82,670 SH   DFND   82,670 0 0
PTC INC COM 69370C100 27,104 360,000 SH   DFND   360,000 0 0
QORVO INC COM 74736K101 22,429 193,000 SH   DFND   193,000 0 0
QUALCOMM INC COM 747525103 25,114 284,000 SH   DFND   284,000 0 0
REPUBLIC SVCS INC COM 760759100 13,639 151,540 SH   DFND   151,540 0 0
REXNORD CORP NEW COM 76169B102 34,207 1,044,500 SH   DFND   1,044,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,161 55,000 SH   DFND   55,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 17,262 48,547 SH   DFND   48,547 0 0
S&P GLOBAL INC COM 78409V104 3,046 11,200 SH   DFND   11,200 0 0
SEMPRA ENERGY COM 816851109 1,979 13,100 SH   DFND   13,100 0 0
SILICON LABORATORIES INC COM 826919102 25,895 223,000 SH   DFND   223,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 46,899 387,500 SH   DFND   387,500 0 0
SMITH A O CORP COM 831865209 13,538 284,600 SH   DFND   284,600 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 8,165 310,000 SH   DFND   310,000 0 0
SOUTH JERSEY INDS INC COM 838518108 12,411 380,000 SH   DFND   380,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,756 89,887 SH   DFND   89,887 0 0
SPX FLOW INC COM 78469X107 31,513 644,310 SH   DFND   644,310 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,677 40,300 SH   DFND   40,300 0 0
TE CONNECTIVITY LTD REG SHS H84989104 31,494 329,500 SH   DFND   329,500 0 0
TEXAS INSTRS INC COM 882508104 21,766 170,500 SH   DFND   170,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 128,987 396,834 SH   DFND   396,834 0 0
TJX COS INC NEW COM 872540109 3,034 49,600 SH   DFND   49,600 0 0
TREX CO INC COM 89531P105 615 6,844 SH   DFND   6,844 0 0
TRIMBLE INC COM 896239100 33,517 804,140 SH   DFND   804,140 0 0
TYSON FOODS INC CL A 902494103 930 10,291 SH   DFND   10,291 0 0
UGI CORP NEW COM 902681105 20,795 465,000 SH   DFND   465,000 0 0
ULTA BEAUTY INC COM 90384S303 3,031 12,060 SH   DFND   12,060 0 0
UNION PACIFIC CORP COM 907818108 943 5,234 SH   DFND   5,234 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,139 82,147 SH   DFND   82,147 0 0
V F CORP COM 918204108 15,813 158,833 SH   DFND   158,833 0 0
VERISK ANALYTICS INC COM 92345Y106 3,010 20,400 SH   DFND   20,400 0 0
VISA INC COM CL A 92826C839 4,189 22,300 SH   DFND   22,300 0 0
VISTEON CORP COM NEW 92839U206 16,573 192,000 SH   DFND   192,000 0 0
WASTE MGMT INC DEL COM 94106L109 16,497 145,000 SH   DFND   145,000 0 0
WATERS CORP COM 941848103 33,824 145,051 SH   DFND   145,051 0 0
WELLTOWER INC COM 95040Q104 721 8,900 SH   DFND   8,900 0 0
XILINX INC COM 983919101 73,944 757,000 SH   DFND   757,000 0 0
XYLEM INC COM 98419M100 55,960 710,694 SH   DFND   710,694 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,423 5,601 SH   DFND   5,601 0 0
ZOETIS INC CL A 98978V103 1,712 12,951 SH   DFND   12,951 0 0