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
AECOM COM 00766T100 5,926 215,417 SH   DFND 1,2 215,417 0 0
AMEREN CORP COM 023608102 10,422 246,550 SH   DFND 1,2 246,550 0 0
AMERESCO INC CL A 02361E108 1,571 267,211 SH   DFND 1,2 267,211 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 1,689 100,544 SH   DFND 1,2 100,544 0 0
BWX TECHNOLOGIES INC COM 05605H100 5,346 202,794 SH   DFND 1,2 202,794 0 0
COSAN LTD SHS A G25343107 3,365 1,164,383 SH   DFND 1,2 1,164,383 0 0
DOMINION RES INC VA NEW COM 25746U109 9,674 137,454 SH   DFND 1,2 137,454 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,890 26,272 SH   DFND 1,2 26,272 0 0
DYNEGY INC NEW DEL COM 26817R108 201 9,717 SH   DFND 1,2 9,717 0 0
EDISON INTL COM 281020107 7,316 115,997 SH   DFND 1,2 115,997 0 0
ENTERGY CORP NEW COM 29364G103 11,091 170,370 SH   DFND 1,2 170,370 0 0
EXELON CORP COM 30161N101 8,911 300,037 SH   DFND 1,2 300,037 0 0
GENERAC HLDGS INC COM 368736104 21,063 700,000 SH Put DFND 1,2 700,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 6,326 220,490 SH   DFND 1,2 220,490 0 0
IDEAL PWR INC COM 451622104 948 143,476 SH   DFND 1,2 143,476 0 0
ITC HLDGS CORP COM 465685105 6,950 208,473 SH   DFND 1,2 208,473 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 8,724 96,000 SH   DFND 1,2 96,000 0 0
NEXTERA ENERGY INC COM 65339F101 8,761 89,813 SH   DFND 1,2 89,813 0 0
NISOURCE INC COM 65473P105 8,066 434,801 SH   DFND 1,2 434,801 0 0
NRG ENERGY INC COM NEW 629377508 191 12,840 SH   DFND 1,2 12,840 0 0
NRG YIELD INC CL A NEW 62942X306 2,528 226,738 SH   DFND 1,2 226,738 0 0
NRG YIELD INC CL C 62942X405 909 78,268 SH   DFND 1,2 78,268 0 0
OPOWER INC COM 68375Y109 5,431 609,567 SH   DFND 1,2 609,567 0 0
PEPCO HOLDINGS INC COM 713291102 21,022 867,960 SH   DFND 1,2 867,960 0 0
PG&E CORP COM 69331C108 8,288 156,965 SH   DFND 1,2 156,965 0 0
PINNACLE WEST CAP CORP COM 723484101 3,349 52,210 SH   DFND 1,2 52,210 0 0
SEMPRA ENERGY COM 816851109 266 2,753 SH   DFND 1,2 2,753 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 2,247 174,467 SH   DFND 1,2 174,467 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,670 160,109 SH   DFND 1,2 160,109 0 0
TERRAFORM PWR INC CL A COM 88104R100 833 58,616 SH   DFND 1,2 58,616 0 0