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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

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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
RAMACO RES INC COM 75134P303 16,218 5,631,349 SH   DFND   5,631,349 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 763,223 16,911,664 SH   DFND 1,2 16,911,664 0 0
NESCO HLDGS INC COM 64083J104 189,696 25,738,988 SH   DFND 1,2 25,738,988 0 0
FIRSTENERGY CORP COM 337932107 114,021 3,724,971 SH   DFND 3,4 3,724,971 0 0
VISTRA ENERGY CORP COM 92840M102 156,049 7,937,400 SH   DFND 3,4 7,937,400 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 57,446 2,932,398 SH   DFND 3,4 2,932,398 0 0