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 11,719 56,400 SH   DFND   56,400 0 0
AGCO CORP COM 001084102 793 11,409 SH   DFND   11,409 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 83,604 1,040,108 SH   DFND   1,040,108 0 0
ALBEMARLE CORP COM 012653101 55,541 677,500 SH   DFND   677,500 0 0
ALPHABET INC CAP STK CL A 02079K305 8,156 6,930 SH   DFND   6,930 0 0
AMAZON COM INC COM 023135106 1,986 1,115 SH   DFND   1,115 0 0
AMDOCS LTD SHS G02602103 103 1,900 SH   DFND   1,900 0 0
AMERICAN EXPRESS CO COM 025816109 6,163 56,385 SH   DFND   56,385 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 15,243 146,200 SH   DFND   146,200 0 0
ANALOG DEVICES INC COM 032654105 20,949 199,000 SH   DFND   199,000 0 0
ANSYS INC COM 03662Q105 27,733 151,788 SH   DFND   151,788 0 0
AON PLC SHS CL A G0408V102 8,168 47,848 SH   DFND   47,848 0 0
APPLE INC COM 037833100 2,279 12,000 SH   DFND   12,000 0 0
APTIV PLC SHS G6095L109 62,797 790,000 SH   DFND   790,000 0 0
AQUA AMERICA INC COM 03836W103 8,713 239,100 SH   DFND   239,100 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 891 20,656 SH   DFND   20,656 0 0
ARCONIC INC COM 03965L100 13,950 730,000 SH   DFND   730,000 0 0
AVANGRID INC COM 05351W103 23,430 465,350 SH   DFND   465,350 0 0
BORGWARNER INC COM 099724106 111 2,900 SH   DFND   2,900 0 0
BOSTON SCIENTIFIC CORP COM 101137107 9,530 248,296 SH   DFND   248,296 0 0
BUNGE LIMITED COM G16962105 1,182 22,266 SH   DFND   22,266 0 0
CAL MAINE FOODS INC COM NEW 128030202 6,835 153,146 SH   DFND   153,146 0 0
CAMPBELL SOUP CO COM 134429109 3,355 88,000 SH   DFND   88,000 0 0
CERNER CORP COM 156782104 16,329 285,426 SH   DFND   285,426 0 0
CF INDS HLDGS INC COM 125269100 991 24,239 SH   DFND   24,239 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,024 16,000 SH   DFND   16,000 0 0
CHURCH & DWIGHT INC COM 171340102 1,467 20,600 SH   DFND   20,600 0 0
CISCO SYS INC COM 17275R102 17,095 316,629 SH   DFND   316,629 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,702 120,111 SH   DFND   120,111 0 0
COHERENT INC COM 192479103 11,338 80,000 SH   DFND   80,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 10,105 97,000 SH   DFND   97,000 0 0
CONSTELLIUM NV CL A N22035104 9,576 1,200,000 SH   DFND   1,200,000 0 0
CORNING INC COM 219350105 26,480 800,000 SH   DFND   800,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 847 3,499 SH   DFND   3,499 0 0
CRANE CO COM 224399105 9,161 108,266 SH   DFND   108,266 0 0
CREE INC COM 225447101 40,712 711,500 SH   DFND   711,500 0 0
CVS HEALTH CORP COM 126650100 10,115 187,556 SH   DFND   187,556 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 65,350 4,380,000 SH   DFND   4,380,000 0 0
DANAHER CORPORATION COM 235851102 48,828 369,850 SH   DFND   369,850 0 0
DECKERS OUTDOOR CORP COM 243537107 8,139 55,373 SH   DFND   55,373 0 0
DEERE & CO COM 244199105 5,737 35,895 SH   DFND   35,895 0 0
DENTSPLY SIRONA INC COM 24906P109 21,569 434,950 SH   DFND   434,950 0 0
DISCOVER FINL SVCS COM 254709108 12,470 175,232 SH   DFND   175,232 0 0
DOWDUPONT INC COM 26078J100 9,596 180,000 SH   DFND   180,000 0 0
ECOLAB INC COM 278865100 74,461 421,779 SH   DFND   421,779 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,958 26,000 SH   DFND   26,000 0 0
EVEREST RE GROUP LTD COM G3223R108 931 4,310 SH   DFND   4,310 0 0
F M C CORP COM NEW 302491303 8,518 110,888 SH   DFND   110,888 0 0
FIFTH THIRD BANCORP COM 316773100 149 5,900 SH   DFND   5,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,452 64,223 SH   DFND   64,223 0 0
FIRST SOLAR INC COM 336433107 23,250 440,000 SH   DFND   440,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 29,330 616,055 SH   DFND   616,055 0 0
GILEAD SCIENCES INC COM 375558103 12,970 199,513 SH   DFND   199,513 0 0
HEXCEL CORP NEW COM 428291108 25,728 372,000 SH   DFND   372,000 0 0
HORMEL FOODS CORP COM 440452100 508 11,349 SH   DFND   11,349 0 0
HP INC COM 40434L105 1,067 54,912 SH   DFND   54,912 0 0
IDEX CORP COM 45167R104 13,893 91,556 SH   DFND   91,556 0 0
II VI INC COM 902104108 43,943 1,180,000 SH   DFND   1,180,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 887 6,182 SH   DFND   6,182 0 0
INGREDION INC COM 457187102 694 7,324 SH   DFND   7,324 0 0
INTEL CORP COM 458140100 42,865 798,230 SH   DFND   798,230 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,626 20,390 SH   DFND   20,390 0 0
IPG PHOTONICS CORP COM 44980X109 34,272 225,800 SH   DFND   225,800 0 0
ITRON INC COM 465741106 13,342 286,000 SH   DFND   286,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 890 9,689 SH   DFND   9,689 0 0
JONES LANG LASALLE INC COM 48020Q107 154 1,000 SH   DFND   1,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 17,804 170,000 SH   DFND   170,000 0 0
KLA-TENCOR CORP COM 482480100 292 2,445 SH   DFND   2,445 0 0
KROGER CO COM 501044101 1,016 41,310 SH   DFND   41,310 0 0
LAMB WESTON HLDGS INC COM 513272104 760 10,138 SH   DFND   10,138 0 0
LAUDER ESTEE COS INC CL A 518439104 10,067 60,812 SH   DFND   60,812 0 0
LINDE PLC COM G5494J103 7,134 40,548 SH   DFND   40,548 0 0
LINDSAY CORP COM 535555106 793 8,192 SH   DFND   8,192 0 0
LIVENT CORP COM 53814L108 11,712 953,713 SH   DFND   953,713 0 0
LOWES COS INC COM 548661107 8,514 77,777 SH   DFND   77,777 0 0
LUXFER HOLDINGS PLC SHS G5698W116 11,727 469,457 SH   DFND   469,457 0 0
MANPOWERGROUP INC COM 56418H100 165 2,000 SH   DFND   2,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 18,299 920,000 SH   DFND   920,000 0 0
MASCO CORP COM 574599106 13,405 341,000 SH   DFND   341,000 0 0
MASTEC INC COM 576323109 164 3,400 SH   DFND   3,400 0 0
MASTERCARD INC CL A 57636Q104 12,547 53,290 SH   DFND   53,290 0 0
MATERION CORP COM 576690101 9,073 159,000 SH   DFND   159,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 91,027 1,712,000 SH   DFND   1,712,000 0 0
MAXIMUS INC COM 577933104 11,173 157,416 SH   DFND   157,416 0 0
MEDNAX INC COM 58502B106 447 16,435 SH   DFND   16,435 0 0
MEDTRONIC PLC SHS G5960L103 1,225 13,450 SH   DFND   13,450 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,056 22,208 SH   DFND   22,208 0 0
MICROSOFT CORP COM 594918104 25,879 219,424 SH   DFND   219,424 0 0
MKS INSTRUMENT INC COM 55306N104 121 1,300 SH   DFND   1,300 0 0
MONDELEZ INTL INC CL A 609207105 1,139 22,826 SH   DFND   22,826 0 0
MONOLITHIC PWR SYS INC COM 609839105 39,834 294,000 SH   DFND   294,000 0 0
MOSAIC CO NEW COM 61945C103 802 29,349 SH   DFND   29,349 0 0
MUELLER WTR PRODS INC COM SER A 624758108 3,936 392,000 SH   DFND   392,000 0 0
MYRIAD GENETICS INC COM 62855J104 502 15,120 SH   DFND   15,120 0 0
NEW JERSEY RES COM 646025106 11,452 230,000 SH   DFND   230,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 233 5,000 SH   DFND   5,000 0 0
NIKE INC CL B 654106103 5,990 71,137 SH   DFND   71,137 0 0
NORTHWEST NAT HLDG CO COM 66765N105 7,876 120,000 SH   DFND   120,000 0 0
OCCIDENTAL PETE CORP COM 674599105 2,648 40,000 SH   DFND   40,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 100,264 4,874,300 SH   DFND   4,874,300 0 0
ONEOK INC NEW COM 682680103 2,859 40,930 SH   DFND   40,930 0 0
OWENS CORNING NEW COM 690742101 137 2,900 SH   DFND   2,900 0 0
PACKAGING CORP AMER COM 695156109 910 9,160 SH   DFND   9,160 0 0
PARK HOTELS RESORTS INC COM 700517105 168 5,400 SH   DFND   5,400 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 25,300 1,150,000 SH   DFND   1,150,000 0 0
PENTAIR PLC SHS G7S00T104 47,328 1,063,314 SH   DFND   1,063,314 0 0
PEPSICO INC COM 713448108 1,336 10,904 SH   DFND   10,904 0 0
PERKINELMER INC COM 714046109 9,099 94,427 SH   DFND   94,427 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,604 70,143 SH   DFND   70,143 0 0
POWER INTEGRATIONS INC COM 739276103 30,214 432,000 SH   DFND   432,000 0 0
PROCTER AND GAMBLE CO COM 742718109 8,089 77,743 SH   DFND   77,743 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 118 750 SH   DFND   750 0 0
PTC INC COM 69370C100 27,654 300,000 SH   DFND   300,000 0 0
PVH CORP COM 693656100 232 1,900 SH   DFND   1,900 0 0
QORVO INC COM 74736K101 63,553 886,000 SH   DFND   886,000 0 0
QUALCOMM INC COM 747525103 29,085 510,000 SH   DFND   510,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 133 1,650 SH   DFND   1,650 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 156 1,100 SH   DFND   1,100 0 0
REPUBLIC SVCS INC COM 760759100 7,327 91,150 SH   DFND   91,150 0 0
REXNORD CORP NEW COM 76169B102 24,298 966,500 SH   DFND   966,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 8,773 50,000 SH   DFND   50,000 0 0
ROGERS CORP COM 775133101 175 1,100 SH   DFND   1,100 0 0
S&P GLOBAL INC COM 78409V104 1,724 8,190 SH   DFND   8,190 0 0
SEMPRA ENERGY COM 816851109 1,323 10,510 SH   DFND   10,510 0 0
SILICON LABORATORIES INC COM 826919102 26,280 325,000 SH   DFND   325,000 0 0
SMITH A O CORP COM 831865209 32,392 607,500 SH   DFND   607,500 0 0
SNAP ON INC COM 833034101 157 1,000 SH   DFND   1,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 11,148 290,000 SH   DFND   290,000 0 0
SOUTH JERSEY INDS INC COM 838518108 14,111 440,000 SH   DFND   440,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,967 91,311 SH   DFND   91,311 0 0
SPX FLOW INC COM 78469X107 8,619 270,200 SH   DFND   270,200 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,535 47,988 SH   DFND   47,988 0 0
SYNOPSYS INC COM 871607107 311 2,700 SH   DFND   2,700 0 0
TE CONNECTIVITY LTD REG SHS H84989104 46,596 577,038 SH   DFND   577,038 0 0
TEXAS INSTRS INC COM 882508104 12,760 120,300 SH   DFND   120,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 101,555 371,017 SH   DFND   371,017 0 0
TJX COS INC NEW COM 872540109 2,283 42,914 SH   DFND   42,914 0 0
TRIMBLE INC COM 896239100 36,445 902,110 SH   DFND   902,110 0 0
TYSON FOODS INC CL A 902494103 1,336 19,241 SH   DFND   19,241 0 0
UGI CORP NEW COM 902681105 20,228 365,000 SH   DFND   365,000 0 0
ULTA BEAUTY INC COM 90384S303 4,593 13,171 SH   DFND   13,171 0 0
UNION PACIFIC CORP COM 907818108 1,059 6,331 SH   DFND   6,331 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,789 75,987 SH   DFND   75,987 0 0
V F CORP COM 918204108 10,064 115,800 SH   DFND   115,800 0 0
VALMONT INDS INC COM 920253101 18,766 144,244 SH   DFND   144,244 0 0
VARIAN MED SYS INC COM 92220P105 227 1,600 SH   DFND   1,600 0 0
VENTAS INC COM 92276F100 602 9,430 SH   DFND   9,430 0 0
VERISK ANALYTICS INC COM 92345Y106 1,520 11,430 SH   DFND   11,430 0 0
VISA INC COM CL A 92826C839 3,089 19,780 SH   DFND   19,780 0 0
VISTEON CORP COM NEW 92839U206 29,095 432,000 SH   DFND   432,000 0 0
WASTE MGMT INC DEL COM 94106L109 11,430 110,000 SH   DFND   110,000 0 0
WATERS CORP COM 941848103 51,122 203,097 SH   DFND   203,097 0 0
WHIRLPOOL CORP COM 963320106 21,794 164,000 SH   DFND   164,000 0 0
XILINX INC COM 983919101 87,865 693,000 SH   DFND   693,000 0 0
XYLEM INC COM 98419M100 39,591 500,903 SH   DFND   500,903 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,793 8,555 SH   DFND   8,555 0 0
ZOETIS INC CL A 98978V103 2,145 21,304 SH   DFND   21,304 0 0