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
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 8,019 527,193 SH   DFND 1,2 527,193 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 24,919 1,040,894 SH   DFND 1,2 1,040,894 0 0
AECOM COM 00766T100 19,106 514,303 SH   DFND 1,2 514,303 0 0
AES CORP COM 00130H105 6,788 626,740 SH   DFND 1,2 626,740 0 0
AVANGRID INC COM 05351W103 34,471 681,513 SH   DFND 1,2 681,513 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 4,528 2,198,220 SH   DFND 1,2 2,198,220 0 0
ENPHASE ENERGY INC COM 29355A107 10,215 4,238,621 SH   DFND 1,2 4,238,621 0 0
EXELON CORP COM 30161N101 63,078 1,600,564 SH   DFND 1,2 1,600,564 0 0
FIRSTENERGY CORP COM 337932107 61,802 2,018,362 SH   DFND 1,2 2,018,362 0 0
FORTERRA INC COM 34960W106 12,021 1,083,005 SH   DFND 1,2 1,083,005 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 28,320 950,002 SH   DFND 1,2 950,002 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 64,790 1,375,000 SH Put DFND 1,2 1,375,000 0 0
ITRON INC COM 465741106 15,988 234,421 SH   DFND 1,2 234,421 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 16,199 703,080 SH   DFND 1,2 703,080 0 0
NEXTERA ENERGY INC COM 65339F101 31,672 202,776 SH   DFND 1,2 202,776 0 0
NISOURCE INC COM 65473P105 36,258 1,412,472 SH   DFND 1,2 1,412,472 0 0
NRG ENERGY INC COM NEW 629377508 36,768 1,291,008 SH   DFND 1,2 1,291,008 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,453 21,600 SH   DFND 1,2 21,600 0 0
PG&E CORP COM 69331C108 30,556 681,586 SH   DFND 1,2 681,586 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 46,603 299,200 SH Put DFND 1,2 299,200 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,328 197,094 SH   DFND 1,2 197,094 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 7,605 44,051 SH   DFND 1,2 44,051 0 0
XYLEM INC COM 98419M100 8,834 129,528 SH   DFND 1,2 129,528 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 15,735 686,803 SH   DFND 1,2 686,803 0 0