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
FIRSTENERGY CORP COM 337932107 111,961 3,012,133 SH   DFND 1,2 3,012,133 0 0
EXELON CORP COM 30161N101 92,142 2,110,440 SH   DFND 1,2 2,110,440 0 0
PG&E CORP COM 69331C108 66,095 1,436,542 SH   DFND 1,2 1,436,542 0 0
AVANGRID INC COM 05351W103 61,155 1,275,930 SH   DFND 1,2 1,275,930 0 0
NRG ENERGY INC COM NEW 629377508 53,658 1,434,698 SH   DFND 1,2 1,434,698 0 0
EL PASO ELEC CO COM NEW 283677854 42,171 737,252 SH   DFND 1,2 737,252 0 0
AES CORP COM 00130H105 31,944 2,281,711 SH   DFND 1,2 2,281,711 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 30,383 1,121,964 SH   DFND 1,2 1,121,964 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 28,755 671,528 SH   DFND 1,2 671,528 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 26,640 351,736 SH   DFND 1,2 351,736 0 0
SEMPRA ENERGY COM 816851109 25,480 223,996 SH   DFND 1,2 223,996 0 0
EDISON INTL COM 281020107 25,235 372,863 SH   DFND 1,2 372,863 0 0
TELLURIAN INC NEW COM 87968A104 22,501 2,508,461 SH   DFND 1,2 2,508,461 0 0
WASTE CONNECTIONS INC COM 94106B101 20,390 255,611 SH   DFND 1,2 255,611 0 0
BLOOM ENERGY CORP COM CL A 093712107 14,243 417,943 SH   DFND 1,2 417,943 0 0
FORTERRA INC COM 34960W106 13,179 1,766,685 SH   DFND 1,2 1,766,685 0 0
ENPHASE ENERGY INC COM 29355A107 9,739 2,007,987 SH   DFND 1,2 2,007,987 0 0
QUANTA SVCS INC COM 74762E102 9,603 287,688 SH   DFND 1,2 287,688 0 0
CHART INDS INC COM PAR $0.01 16115Q308 9,168 117,044 SH   DFND 1,2 117,044 0 0