Impax Asset Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
Estimated average burden
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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	Common Stock	88579Y101	38,538	222,326	SH		DFND	1	148,650	0	73,676
8X8 INC	Common Stock	282914100	2,673	110,900	SH		DFND	3	110,900	0	0
Abbott Laboratories	Common Stock	002824100	2,628	31,247	SH		DFND	4	31,247	0	0
Accenture PLC	Common Stock	G1151C101	2,098	11,353	SH		DFND	4	11,353	0	0
Advanced Drainage Systems Inc	Common Stock	00790R104	117,735	3,590,575	SH		DFND	01, 02	2,938,841	0	651,734
AGCO Corp	Common Stock	001084102	31,168	401,806	SH		DFND	1	368,656	0	33,150
Agilent Technologies Inc	Common Stock	00846U101	236,455	3,166,667	SH		DFND	1	2,748,927	0	417,740
Alleghany Corp	Common Stock	017175100	204	300	SH		DFND	3	300	0	0
Allegion PLC	Common Stock	G0176J109	245	2,219	SH		DFND	03, 04	2,219	0	0
Alliant Energy Corp	Common Stock	018802108	211	4,295	SH		DFND	4	4,295	0	0
Allstate Corp/The	Common Stock	020002101	603	5,927	SH		DFND	4	5,927	0	0
Ally Financial Inc	Common Stock	02005N100	223	7,208	SH		DFND	4	7,208	0	0
Alphabet Inc	Common Stock	02079K107	16,619	15,375	SH		DFND	3	15,375	0	0
Alphabet Inc	Common Stock	02079K305	16,483	15,223	SH		DFND	3	15,223	0	0
Amazon.com Inc	Common Stock	023135106	31,684	16,732	SH		DFND	3	16,732	0	0
AMC NETWORKS-A	Common Stock	00164V103	5,457	100,139	SH		DFND	3	100,139	0	0
American Electric Power Co Inc	Common Stock	025537101	773	8,786	SH		DFND	4	8,786	0	0
AMERICAN INTERNA	Common Stock	026874784	828	15,549	SH		DFND	4	15,549	0	0
American Water Works Co Inc	Common Stock	030420103	254,435	2,193,408	SH		DFND	01, 02, 03, 04	1,830,576	0	362,832
Antero Resources Corp	Common Stock	03674X106	3,283	593,595	SH		DFND	3	593,595	0	0
Anthem Inc	Common Stock	036752103	1,304	4,620	SH		DFND	4	4,620	0	0
AO Smith Corp	Common Stock	831865209	180,066	3,818,189	SH		DFND	01, 02	3,037,577	0	780,612
Aon PLC	Common Stock	G0408V102	843	4,367	SH		DFND	4	4,367	0	0
APPIAN CORP	Common Stock	03782L101	4,948	137,189	SH		DFND	3	137,189	0	0
Apple Inc	Common Stock	037833100	34,378	173,695	SH		DFND	3	173,695	0	0
Applied Materials Inc	Common Stock	038222105	12,487	278,042	SH		DFND	3	278,042	0	0
Aptiv PLC	Common Stock	G6095L109	113,280	1,401,462	SH		DFND	01, 03	1,050,401	0	351,061
Aqua America Inc	Common Stock	03836W103	100,986	2,441,042	SH		DFND	1	2,428,728	0	12,314
Aramark	Common Stock	03852U106	234	6,500	SH		DFND	3	6,500	0	0
AT&T Inc	Common Stock	00206R102	17,660	527,000	SH		DFND	3	527,000	0	0
Autodesk Inc	Common Stock	052769106	66,754	409,783	SH		DFND	01, 04	207,356	0	202,427
Badger Meter Inc	Common Stock	056525108	80,099	1,341,918	SH		DFND	01, 02	1,209,077	0	132,841
Bank of America Corp	Common Stock	060505104	16,840	580,696	SH		DFND	03, 04	580,696	0	0
Beacon Roofing Supply Inc	Common Stock	073685109	4,413	120,191	SH		DFND	3	120,191	0	0
Becton Dickinson and Co	Common Stock	075887109	18,234	72,355	SH		DFND	01, 03, 04	72,355	0	0
Best Buy Co Inc	Common Stock	086516101	7,783	111,613	SH		DFND	03, 04	111,613	0	0
Biogen Inc	Common Stock	09062X103	7,511	32,117	SH		DFND	03, 04	32,117	0	0
BlackRock Inc	Common Stock	09247X101	12,718	27,100	SH		DFND	3	27,100	0	0
Bristol-Myers Squibb Co	Common Stock	110122108	12,481	275,212	SH		DFND	3	275,212	0	0
CABOT MICROELEC	Common Stock	12709P103	3,633	33,000	SH		DFND	3	33,000	0	0
Cadence Design Systems Inc	Common Stock	127387108	14,151	199,848	SH		DFND	1	199,848	0	0
CAPRI HOLDINGS L	Common Stock	G1890L107	2,803	80,836	SH		DFND	4	80,836	0	0
Cardinal Health Inc	Common Stock	14149Y108	253	5,381	SH		DFND	4	5,381	0	0
Carter's Inc	Common Stock	146229109	6,223	63,804	SH		DFND	3	63,804	0	0
CatchMark Timber Trust Inc	REIT	14912Y202	9,418	901,215	SH		DFND	3	901,215	0	0
CDW Corp/DE	Common Stock	12514G108	299	2,690	SH		DFND	4	2,690	0	0
Celgene Corp	Common Stock	151020104	6,579	71,168	SH		DFND	3	71,168	0	0
CenturyLink Inc	Common Stock	156700106	204	17,386	SH		DFND	4	17,386	0	0
CHAPARRAL ENER-A	Common Stock	15942R208	157	33,306	SH		DFND	3	33,306	0	0
Cia de Saneamento Basico do Es	ADR	20441A102	83,423	6,854,806	SH		DFND	01, 02	6,282,658	0	572,148
Ciena Corp	Common Stock	171779309	5,291	128,629	SH		DFND	3	128,629	0	0
CIGNA CORP	Common Stock	125523100	8,003	50,794	SH		DFND	3	50,794	0	0
Cisco Systems Inc	Common Stock	17275R102	5,109	93,348	SH		DFND	03, 04	93,348	0	0
Citizens Financial Group Inc	Common Stock	174610105	14,498	410,025	SH		DFND	03, 04	410,025	0	0
Clarivate Analytics PLC	Common Stock	G21810109	2,219	144,275	SH		DFND	3	144,275	0	0
Clean Harbors Inc	Common Stock	184496107	56,636	796,575	SH		DFND	01, 02	570,273	0	226,302
Clorox Co/The	Common Stock	189054109	349	2,282	SH		DFND	4	2,282	0	0
CMS Energy Corp	Common Stock	125896100	295	5,094	SH		DFND	4	5,094	0	0
Coca-Cola Co/The	Common Stock	191216100	3,680	72,271	SH		DFND	4	72,271	0	0
Cognizant Technology Solutions	Common Stock	192446102	7,938	125,231	SH		DFND	1	125,231	0	0
Colgate-Palmolive Co	Common Stock	194162103	1,047	14,602	SH		DFND	4	14,602	0	0
COLUMBIA SPORTSW	Common Stock	198516106	5,601	55,921	SH		DFND	3	55,921	0	0
COMERICA INC	Common Stock	200340107	208	2,859	SH		DFND	4	2,859	0	0
Comfort Systems USA Inc	Common Stock	199908104	9,447	185,274	SH		DFND	3	185,274	0	0
ConocoPhillips	Common Stock	20825C104	13,554	222,190	SH		DFND	03, 04	222,190	0	0
Consolidated Edison Inc	Common Stock	209115104	508	5,790	SH		DFND	4	5,790	0	0
CROCS INC	Common Stock	227046109	4,444	225,000	SH		DFND	3	225,000	0	0
CUBESMART	REIT	229663109	9,196	275,000	SH		DFND	3	275,000	0	0
Cummins Inc	Common Stock	231021106	472	2,755	SH		DFND	4	2,755	0	0
CVS Health Corp	Common Stock	126650100	1,261	23,134	SH		DFND	4	23,134	0	0
CYPRESS SEMICON	Common Stock	232806109	245	11,000	SH		DFND	3	11,000	0	0
Danaher Corp	Common Stock	235851102	235,396	1,647,046	SH		DFND	1	1,412,714	0	234,332
Darling Ingredients Inc	Common Stock	237266101	46,086	2,317,038	SH		DFND	1	2,317,038	0	0
Delphi Technologies PLC	Common Stock	G2709G107	32,960	1,647,999	SH		DFND	1	1,141,389	0	506,610
Discover Financial Services	Common Stock	254709108	457	5,895	SH		DFND	4	5,895	0	0
Dollar General Corp	Common Stock	256677105	633	4,683	SH		DFND	4	4,683	0	0
Dominion Energy Inc	Common Stock	25746U109	1,105	14,289	SH		DFND	4	14,289	0	0
Donaldson Co Inc	Common Stock	257651109	42,893	843,350	SH		DFND	01, 02	596,084	0	247,266
Dover Corp	Common Stock	260003108	397	3,966	SH		DFND	1	3,966	0	0
Dunkin' Brands Group Inc	Common Stock	265504100	5,576	70,000	SH		DFND	3	70,000	0	0
DuPont de Nemours Inc	Common Stock	26614N102	8,128	108,266	SH		DFND	3	108,266	0	0
Eaton Corp PLC	Common Stock	G29183103	13,797	165,671	SH		DFND	3	165,671	0	0
eBay Inc	Common Stock	278642103	615	15,563	SH		DFND	4	15,563	0	0
Ecolab Inc	Common Stock	278865100	208,855	1,057,817	SH		DFND	01, 03, 04	914,673	0	143,144
Edison International	Common Stock	281020107	397	5,891	SH		DFND	4	5,891	0	0
ELANCO ANIMAL HE	Common Stock	28414H103	12,615	373,227	SH		DFND	3	373,227	0	0
Element Solutions Inc	Common Stock	28618M106	6,193	598,942	SH		DFND	3	598,942	0	0
Eli Lilly & Co	Common Stock	532457108	1,761	15,892	SH		DFND	4	15,892	0	0
EMCOR Group Inc	Common Stock	29084Q100	12,598	143,002	SH		DFND	3	143,002	0	0
Entergy Corp	Common Stock	29364G103	350	3,397	SH		DFND	4	3,397	0	0
EQUINIX INC	REIT	29444U700	16,793	33,300	SH		DFND	3	33,300	0	0
Estee Lauder Cos Inc/The	Common Stock	518439104	7,750	42,325	SH		DFND	4	42,325	0	0
EVERBRIDGE INC	Common Stock	29978A104	600	6,709	SH		DFND	3	6,709	0	0
EVERGY INC	Common Stock	30034W106	278	4,629	SH		DFND	4	4,629	0	0
Federal Signal Corp	Common Stock	313855108	4,203	157,132	SH		DFND	3	157,132	0	0
First Republic Bank/CA	Common Stock	33616C100	296	3,033	SH		DFND	4	3,033	0	0
Flowserve Corp	Common Stock	34354P105	53,929	1,023,513	SH		DFND	1	1,017,880	0	5,633
Fortive Corp	Common Stock	34959J108	24,355	298,765	SH		DFND	1	183,088	0	115,677
FOUR CORNERS PRO	REIT	35086T109	1,533	56,100	SH		DFND	3	56,100	0	0
Franklin Electric Co Inc	Common Stock	353514102	136,461	2,872,860	SH		DFND	01, 02	2,561,535	0	311,325
Generac Holdings Inc	Common Stock	368736104	93,862	1,352,289	SH		DFND	01, 02	1,095,592	0	256,697
General Mills Inc	Common Stock	370334104	560	10,670	SH		DFND	4	10,670	0	0
Genpact Ltd	Common Stock	G3922B107	9,770	256,500	SH		DFND	3	256,500	0	0
Grand Canyon Education Inc	Common Stock	38526M106	2,048	17,500	SH		DFND	3	17,500	0	0
Great Lakes Dredge & Dock Corp	Common Stock	390607109	1,988	180,071	SH		DFND	3	180,071	0	0
Grifols SA	ADR	398438408	11,879	563,002	SH		DFND	1	563,002	0	0
Hannon Armstrong Sustainable I	REIT	41068X100	8,535	302,883	SH		DFND	1	0	0	302,883
HANOVER INSURANC	Common Stock	410867105	6,910	53,861	SH		DFND	3	53,861	0	0
Hartford Financial Services Gr	Common Stock	416515104	359	6,434	SH		DFND	4	6,434	0	0
Hasbro Inc	Common Stock	418056107	226	2,136	SH		DFND	4	2,136	0	0
HDFC Bank Ltd	ADR	40415F101	21,697	166,849	SH		DFND	1	166,849	0	0
Hershey Co/The	Common Stock	427866108	5,586	41,678	SH		DFND	4	41,678	0	0
Hewlett Packard Enterprise Co	Common Stock	42824C109	367	24,523	SH		DFND	4	24,523	0	0
Hilton Worldwide Holdings Inc	Common Stock	43300A203	492	5,031	SH		DFND	4	5,031	0	0
Hollysys Automation Technologi	Common Stock	G45667105	39,753	2,092,280	SH		DFND	01, 02	1,718,268	0	374,012
Hologic Inc	Common Stock	436440101	228	4,756	SH		DFND	4	4,756	0	0
HomeTrust Bancshares Inc	Common Stock	437872104	23,027	915,936	SH	��	DFND	3	915,936	0	0
Host Hotels & Resorts Inc	REIT	44107P104	241	13,207	SH		DFND	4	13,207	0	0
HP Inc	Common Stock	40434L105	568	27,327	SH		DFND	4	27,327	0	0
Hubbell Inc	Common Stock	443510607	87,822	673,481	SH		DFND	1	457,382	0	216,099
Humana Inc	Common Stock	444859102	9,356	35,264	SH		DFND	3	35,264	0	0
HUNTINGTON BANC	Common Stock	446150104	258	18,669	SH		DFND	4	18,669	0	0
Ichor Holdings Ltd	Common Stock	G4740B105	19,165	810,694	SH		DFND	01, 02	568,706	0	241,988
IDEX Corp	Common Stock	45167R104	234,159	1,360,284	SH		DFND	1	1,189,909	0	170,375
IDEXX Laboratories Inc	Common Stock	45168D104	507	1,840	SH		DFND	03, 04	1,840	0	0
Ingersoll-Rand PLC	Common Stock	G47791101	123,812	977,440	SH		DFND	01, 03, 04	723,193	0	254,247
International Business Machine	Common Stock	459200101	2,196	15,926	SH		DFND	4	15,926	0	0
International Flavors & Fragra	Common Stock	459506101	273	1,884	SH		DFND	4	1,884	0	0
Intuit Inc	Common Stock	461202103	7,954	30,436	SH		DFND	03, 04	30,436	0	0
IQVIA Holdings Inc	Common Stock	46266C105	27,613	171,619	SH		DFND	01, 03	171,619	0	0
iShares Core MSCI EAFE ETF	ETP	46432F842	1,839	29,943	SH		DFND	03, 04	29,943	0	0
iShares Core S&P 500 ETF	ETP	464287200	2,543	8,627	SH		DFND	4	8,627	0	0
ISHARES CORE U.S	ETP	464287226	7,238	65,000	SH		DFND	3	65,000	0	0
ISHARES RUSSELL	ETP	464287630	12,653	105,000	SH		DFND	3	105,000	0	0
Itron Inc	Common Stock	465741106	146,197	2,336,543	SH		DFND	01, 02	1,839,179	0	497,364
JM Smucker Co/The	Common Stock	832696405	3,731	32,394	SH		DFND	4	32,394	0	0
Johnson & Johnson	Common Stock	478160104	6,603	47,408	SH		DFND	4	47,408	0	0
Johnson Controls International	Common Stock	G51502105	3,607	87,322	SH		DFND	1	23,201	0	64,121
JPMorgan Chase & Co	Common Stock	46625H100	19,656	175,818	SH		DFND	3	175,818	0	0
Kellogg Co	Common Stock	487836108	4,589	85,670	SH		DFND	4	85,670	0	0
KeyCorp	Common Stock	493267108	4,647	261,783	SH		DFND	4	261,783	0	0
Kimberly-Clark Corp	Common Stock	494368103	828	6,209	SH		DFND	4	6,209	0	0
Kroger Co/The	Common Stock	501044101	310	14,288	SH		DFND	4	14,288	0	0
Lennox International Inc	Common Stock	526107107	55,793	202,883	SH		DFND	01, 02	163,537	0	39,346
Ligand Pharmaceuticals Inc	Common Stock	53220K504	8,253	72,303	SH		DFND	3	72,303	0	0
Lincoln National Corp	Common Stock	534187109	239	3,706	SH		DFND	4	3,706	0	0
Linde PLC	Common Stock	G5494J103	145,252	723,369	SH		DFND	1	519,180	0	204,189
Lindsay Corp	Common Stock	535555106	71,965	875,379	SH		DFND	1	715,113	0	160,266
Littelfuse Inc	Common Stock	537008104	36,380	205,643	SH		DFND	01, 02	108,177	0	97,466
Lowe's Cos Inc	Common Stock	548661107	14,790	146,562	SH		DFND	3	146,562	0	0
Lululemon Athletica Inc	Common Stock	550021109	7,439	41,277	SH		DFND	4	41,277	0	0
Macy's Inc	Common Stock	55616P104	542	25,256	SH		DFND	4	25,256	0	0
Marriott International Inc/MD	Common Stock	571903202	734	5,234	SH		DFND	4	5,234	0	0
Masco Corp	Common Stock	574599106	220	5,597	SH		DFND	3	5,597	0	0
MasTec Inc	Common Stock	576323109	8,136	157,889	SH		DFND	3	157,889	0	0
Mastercard Inc	Common Stock	57636Q104	11,447	43,272	SH		DFND	1	43,272	0	0
McCormick & Co Inc/MD	Common Stock	579780206	353	2,275	SH		DFND	4	2,275	0	0
McKesson Corp	Common Stock	58155Q103	520	3,871	SH		DFND	4	3,871	0	0
Medtronic PLC	Common Stock	G5960L103	2,332	23,943	SH		DFND	4	23,943	0	0
Merck & Co Inc	Common Stock	58933Y105	21,293	253,937	SH		DFND	3	253,937	0	0
Meridian Bancorp Inc	Common Stock	58958U103	23,650	1,321,986	SH		DFND	3	1,321,986	0	0
MERIT MEDICAL	Common Stock	589889104	9,163	153,850	SH		DFND	3	153,850	0	0
Microsoft Corp	Common Stock	594918104	77,275	576,852	SH		DFND	01, 03, 04	576,852	0	0
Middlesex Water Co	Common Stock	596680108	7,788	131,449	SH		DFND	1	0	0	131,449
Mondelez International Inc	Common Stock	609207105	17,523	325,100	SH		DFND	3	325,100	0	0
MRC Global Inc	Common Stock	55345K103	10,549	616,170	SH		DFND	3	616,170	0	0
MSCI Inc	Common Stock	55354G100	364	1,524	SH		DFND	4	1,524	0	0
Mueller Water Products Inc	Common Stock	624758108	110,189	11,220,838	SH		DFND	1	11,164,497	0	56,341
NATIONAL VISION	Common Stock	63845R107	4,079	132,724	SH		DFND	3	132,724	0	0
Natus Medical Inc	Common Stock	639050103	15,546	605,122	SH		DFND	3	605,122	0	0
Newmont Goldcorp Corp	Common Stock	651639106	1,392	36,188	SH		DFND	03, 04	36,188	0	0
nLight Inc	Common Stock	65487K100	1,632	85,000	SH		DFND	3	85,000	0	0
Occidental Petroleum Corp	Common Stock	674599105	671	13,340	SH		DFND	4	13,340	0	0
Omnicom Group Inc	Common Stock	681919106	330	4,030	SH		DFND	4	4,030	0	0
ONE Gas Inc	Common Stock	68235P108	8,642	95,706	SH		DFND	3	95,706	0	0
ORBCOMM Inc	Common Stock	68555P100	4,214	581,213	SH		DFND	3	581,213	0	0
Ormat Technologies Inc	Common Stock	686688102	92,546	1,459,952	SH		DFND	01, 02	945,888	0	514,064
Parsley Energy Inc	Common Stock	701877102	14,387	756,814	SH		DFND	3	756,814	0	0
Pentair PLC	Common Stock	G7S00T104	259,091	6,964,821	SH		DFND	01, 02	5,720,397	0	1,244,424
PepsiCo Inc	Common Stock	713448108	3,280	25,015	SH		DFND	4	25,015	0	0
Performance Food Group Co	Common Stock	71377A103	6,027	150,559	SH		DFND	3	150,559	0	0
PerkinElmer Inc	Common Stock	714046109	53,818	558,628	SH		DFND	1	555,535	0	3,093
Phillips 66	Common Stock	718546104	768	8,213	SH		DFND	4	8,213	0	0
Pioneer Natural Resources Co	Common Stock	723787107	7,575	49,231	SH		DFND	3	49,231	0	0
PNC Financial Services Group I	Common Stock	693475105	1,120	8,157	SH		DFND	4	8,157	0	0
Pool Corp	Common Stock	73278L105	76,603	401,065	SH		DFND	1	399,016	0	2,049
Power Integrations Inc	Common Stock	739276103	78,155	974,745	SH		DFND	01, 02	612,774	0	361,971
Principal Financial Group Inc	Common Stock	74251V102	7,514	129,734	SH		DFND	4	129,734	0	0
Procter & Gamble Co/The	Common Stock	742718109	25,580	233,289	SH		DFND	03, 04	233,289	0	0
Progressive Corp/The	Common Stock	743315103	833	10,424	SH		DFND	4	10,424	0	0
Prologis Inc	REIT	74340W103	12,480	155,800	SH		DFND	3	155,800	0	0
Proofpoint Inc	Common Stock	743424103	2,943	24,470	SH		DFND	3	24,470	0	0
Prudential Financial Inc	Common Stock	744320102	12,231	121,100	SH		DFND	3	121,100	0	0
PTC Inc	Common Stock	69370C100	149,538	1,665,973	SH		DFND	01, 02	1,242,064	0	423,909
PVH Corp	Common Stock	693656100	9,298	98,242	SH		DFND	03, 04	98,242	0	0
Quest Diagnostics Inc	Common Stock	74834L100	252	2,473	SH		DFND	4	2,473	0	0
Rayonier Inc	REIT	754907103	101,511	3,350,211	SH		DFND	01, 02	2,826,852	0	523,359
REALPAGE INC	Common Stock	75606N109	3,531	60,000	SH		DFND	3	60,000	0	0
Realty Income Corp	REIT	756109104	375	5,433	SH		DFND	4	5,433	0	0
Republic Services Inc	Common Stock	760759100	4,033	46,545	SH		DFND	1	3,189	0	43,356
Rexnord Corp	Common Stock	76169B102	129,644	4,290,017	SH		DFND	1	4,270,531	0	19,486
RLJ LODGING TR	Convertible Bond	74965L200	1,531	58,500	SH		DFND	3	58,500	0	0
Rockwell Automation Inc	Common Stock	773903109	6,657	40,631	SH		DFND	1	28,287	0	12,344
Ryman Hospitality Properties I	REIT	78377T107	5,029	62,012	SH		DFND	3	62,012	0	0
S&P Global Inc	Common Stock	78409V104	1,016	4,460	SH		DFND	4	4,460	0	0
salesforce.com Inc	Common Stock	79466L302	15,518	102,272	SH		DFND	03, 04	102,272	0	0
Schlumberger Ltd	Common Stock	806857108	7,482	188,277	SH		DFND	3	188,277	0	0
Sealed Air Corp	Common Stock	81211K100	115,108	2,690,688	SH		DFND	1	2,088,928	0	601,760
Sempra Energy	Common Stock	816851109	6,487	47,200	SH		DFND	4	47,200	0	0
Sensata Technologies Holding P	Common Stock	G8060N102	69,822	1,424,936	SH		DFND	01, 02	1,122,356	0	302,580
SERVICENOW INC	Common Stock	81762P102	206	750	SH		DFND	3	750	0	0
Sonoco Products Co	Common Stock	835495102	31,998	489,710	SH		DFND	1	489,710	0	0
Sprouts Farmers Market Inc	Common Stock	85208M102	34,742	1,839,150	SH		DFND	1	1,839,150	0	0
SPX FLOW Inc	Common Stock	78469X107	77,595	1,853,675	SH		DFND	1	1,845,065	0	8,610
SQUARE INC - A	Common Stock	852234103	430	5,930	SH		DFND	4	5,930	0	0
Stanley Black & Decker Inc	Common Stock	854502101	394	2,725	SH		DFND	4	2,725	0	0
Starbucks Corp	Common Stock	855244109	25,109	299,523	SH		DFND	01, 03, 04	299,523	0	0
STATE ST CORP	Common Stock	857477103	378	6,740	SH		DFND	4	6,740	0	0
Stryker Corp	Common Stock	863667101	1,240	6,033	SH		DFND	4	6,033	0	0
SunPower Corp	Common Stock	867652406	38,596	3,610,502	SH		DFND	01, 02	2,321,085	0	1,289,417
Symantec Corp	Common Stock	871503108	8,856	406,994	SH		DFND	3	406,994	0	0
Synchrony Financial	Common Stock	87165B103	396	11,424	SH		DFND	4	11,424	0	0
T-Mobile US Inc	Common Stock	872590104	11,306	152,500	SH		DFND	3	152,500	0	0
Taiwan Semiconductor Manufactu	ADR	874039100	16,092	410,816	SH		DFND	1	410,816	0	0
TAKE-TWO INTERAC	Common Stock	874054109	236	2,076	SH		DFND	4	2,076	0	0
TALEND SA - ADR	ADR	874224207	4,174	108,158	SH		DFND	3	108,158	0	0
Tapestry Inc	Common Stock	876030107	7,512	236,751	SH		DFND	4	236,751	0	0
Target Corp	Common Stock	87612E106	17,593	203,130	SH		DFND	03, 04	203,130	0	0
TD AMERITRADE HO	Common Stock	87236Y108	250	5,008	SH		DFND	4	5,008	0	0
TE Connectivity Ltd	Common Stock	H84989104	126,906	1,324,970	SH		DFND	01, 03	984,660	0	340,310
Texas Instruments Inc	Common Stock	882508104	6,273	54,658	SH		DFND	03, 04	54,658	0	0
Thermo Fisher Scientific Inc	Common Stock	883556102	29,781	101,405	SH		DFND	01, 03	101,405	0	0
Thermon Group Holdings Inc	Common Stock	88362T103	9,227	359,712	SH		DFND	3	359,712	0	0
TheStreet Inc	Common Stock	88368Q202	1,381	225,277	SH		DFND	3	225,277	0	0
TJX Cos Inc/The	Common Stock	872540109	1,161	21,952	SH		DFND	4	21,952	0	0
Toro Co/The	Common Stock	891092108	107,769	1,610,894	SH		DFND	1	1,602,799	0	8,095
Travelers Cos Inc/The	Common Stock	89417E109	705	4,717	SH		DFND	4	4,717	0	0
Trimble Inc	Common Stock	896239100	265,780	5,891,811	SH		DFND	01, 02	4,929,948	0	961,863
Twitter Inc	Common Stock	90184L102	1,008	28,874	SH		DFND	4	28,874	0	0
Tyson Foods Inc	Common Stock	902494103	428	5,299	SH		DFND	4	5,299	0	0
UDR Inc	REIT	902653104	224	4,995	SH		DFND	4	4,995	0	0
Ulta Beauty Inc	Common Stock	90384S303	7,316	21,089	SH		DFND	4	21,089	0	0
United Parcel Service Inc	Common Stock	911312106	1,282	12,412	SH		DFND	4	12,412	0	0
Unitil Corp	Common Stock	913259107	21,808	364,129	SH		DFND	3	364,129	0	0
UNIVEST FINANCIA	Common Stock	915271100	3,071	116,944	SH		DFND	3	116,944	0	0
US Bancorp	Common Stock	902973304	1,418	27,060	SH		DFND	4	27,060	0	0
Valero Energy Corp	Common Stock	91913Y100	645	7,530	SH		DFND	4	7,530	0	0
Valmont Industries Inc	Common Stock	920253101	112,304	885,612	SH		DFND	1	881,911	0	3,701
VANGUARD S/C V E	ETP	922908611	10,443	80,000	SH		DFND	3	80,000	0	0
Varian Medical Systems Inc	Common Stock	92220P105	226	1,662	SH		DFND	4	1,662	0	0
Verizon Communications Inc	Common Stock	92343V104	4,198	73,487	SH		DFND	4	73,487	0	0
Vertex Pharmaceuticals Inc	Common Stock	92532F100	846	4,614	SH		DFND	4	4,614	0	0
Viacom Inc	Common Stock	92553P201	7,211	241,417	SH		DFND	4	241,417	0	0
Victory Capital Holdings Inc	Common Stock	92645B103	24,398	1,420,153	SH		DFND	3	1,420,153	0	0
Visa Inc	Common Stock	92826C839	48,837	281,398	SH		DFND	01, 03, 04	281,398	0	0
Voya Financial Inc	Common Stock	929089100	21,106	381,656	SH		DFND	03, 04	381,656	0	0
Vulcan Materials Co	Common Stock	929160109	13,429	97,800	SH		DFND	3	97,800	0	0
Walgreens Boots Alliance Inc	Common Stock	931427108	780	14,276	SH		DFND	4	14,276	0	0
Walt Disney Co/The	Common Stock	254687106	19,194	137,452	SH		DFND	03, 04	137,452	0	0
Waste Management Inc	Common Stock	94106L109	132,252	1,146,326	SH		DFND	01, 03	826,614	0	319,712
Waters Corp	Common Stock	941848103	80,658	374,737	SH		DFND	1	253,067	0	121,670
Watts Water Technologies Inc	Common Stock	942749102	180,447	1,936,538	SH		DFND	01, 02, 03	1,508,561	0	427,977
Welbilt Inc	Common Stock	949090104	142,440	8,529,334	SH		DFND	01, 02	6,122,365	0	2,406,969
Wendy's Co/The	Common Stock	95058W100	8,634	440,944	SH		DFND	3	440,944	0	0
WESCO International Inc	Common Stock	95082P105	3,670	72,453	SH		DFND	3	72,453	0	0
Westrock Co	Common Stock	96145D105	106,922	2,931,787	SH		DFND	1	2,189,151	0	742,636
Weyerhaeuser Co	REIT	962166104	351	13,319	SH		DFND	4	13,319	0	0
White Mountains Insurance Grou	Common Stock	G9618E107	16,151	15,812	SH		DFND	3	15,812	0	0
Willis Towers Watson PLC	Common Stock	G96629103	443	2,314	SH		DFND	4	2,314	0	0
Wright Medical Group NV	Common Stock	N96617118	10,974	368,000	SH		DFND	3	368,000	0	0
WYNDHAM HOTELS &	Common Stock	98311A105	9,000	161,470	SH		DFND	3	161,470	0	0
Xylem Inc/NY	Common Stock	98419M100	352,426	4,213,604	SH		DFND	01, 02, 03	3,628,314	0	585,290
ZUORA INC -CL A	Common Stock	98983V106	1,532	100,000	SH		DFND	3	100,000	0	0