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 7,478 251,545 SH   DFND 1,2 251,545 0 0
ALBEMARLE CORP COM 012653101 6,748 78,934 SH   DFND 1,2 78,934 0 0
AVANGRID INC COM 05351W103 39,628 948,490 SH   DFND 1,2 948,490 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 6,471 814,935 SH   DFND 1,2 814,935 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,397 77,918 SH   DFND 1,2 77,918 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 4,398 808,447 SH   DFND 1,2 808,447 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 4,692 506,730 SH   DFND 1,2 506,730 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 3,384 1,306,608 SH   DFND 1,2 1,306,608 0 0
COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 2,095 202,062 SH   DFND 1,2 202,062 0 0
CONSOL ENERGY INC COM 20854P109 13,668 711,884 SH   DFND 1,2 711,884 0 0
COSAN LTD SHS A G25343107 12,888 1,802,554 SH   DFND 1,2 1,802,554 0 0
DOMINION RES INC VA NEW COM 25746U109 12,291 165,491 SH   DFND 1,2 165,491 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 18,506 231,213 SH   DFND 1,2 231,213 0 0
DYCOM INDS INC COM 267475101 493 6,030 SH   DFND 1,2 6,030 0 0
DYNEGY INC NEW DEL COM 26817R108 2,942 237,437 SH   DFND 1,2 237,437 0 0
EAGLE MATERIALS INC COM 26969P108 3,115 40,302 SH   DFND 1,2 40,302 0 0
ECOPETROL S A SPONSORED ADS 279158109 1,311 149,624 SH   DFND 1,2 149,624 0 0
EDISON INTL COM 281020107 349 4,836 SH   DFND 1,2 4,836 0 0
ENTERGY CORP NEW COM 29364G103 16,517 215,265 SH   DFND 1,2 215,265 0 0
EXELON CORP COM 30161N101 17,145 515,026 SH   DFND 1,2 515,026 0 0
GASLOG LTD SHS G37585109 1,813 124,593 SH   DFND 1,2 124,593 0 0
GLOBAL X FDS GLBX MSCI COLUM 37950E200 2,842 299,464 SH   DFND 1,2 299,464 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 10,345 487,956 SH   DFND 1,2 487,956 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 23,059 772,502 SH   DFND 1,2 772,502 0 0
IDEAL PWR INC COM 451622104 139 26,959 SH   DFND 1,2 26,959 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,983 128,403 SH   DFND 1,2 128,403 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,086 17,231 SH   DFND 1,2 17,231 0 0
MUELLER WTR PRODS INC COM SER A 624758108 12,282 978,665 SH   DFND 1,2 978,665 0 0
NETEASE INC SPONSORED ADR 64110W102 6,240 25,915 SH   DFND 1,2 25,915 0 0
NEXTERA ENERGY INC COM 65339F101 17,930 146,583 SH   DFND 1,2 146,583 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 259 9,251 SH   DFND 1,2 9,251 0 0
NRG ENERGY INC COM NEW 629377508 2,793 249,185 SH   DFND 1,2 249,185 0 0
NRG YIELD INC CL A NEW 62942X306 299 18,331 SH   DFND 1,2 18,331 0 0
NRG YIELD INC CL C 62942X405 492 28,995 SH   DFND 1,2 28,995 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 10,918 336,976 SH   DFND 1,2 336,976 0 0
PG&E CORP COM 69331C108 11,566 189,078 SH   DFND 1,2 189,078 0 0
PINNACLE WEST CAP CORP COM 723484101 5,754 75,721 SH   DFND 1,2 75,721 0 0
SCANA CORP NEW COM 80589M102 11,463 158,391 SH   DFND 1,2 158,391 0 0
SEMPRA ENERGY COM 816851109 36,468 340,222 SH   DFND 1,2 340,222 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 6,172 435,294 SH   DFND 1,2 435,294 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 36,511 168,800 SH Put DFND 1,2 168,800 0 0
SUMMIT MATLS INC CL A 86614U100 3,042 164,015 SH   DFND 1,2 164,015 0 0
TALEN ENERGY CORP COM 87422J105 3,639 262,708 SH   DFND 1,2 262,708 0 0
TESLA MTRS INC COM 88160R101 34,481 169,000 SH Put DFND 1,2 169,000 0 0
VULCAN MATLS CO COM 929160109 3,189 28,040 SH   DFND 1,2 28,040 0 0
XYLEM INC COM 98419M100 14,974 285,498 SH   DFND 1,2 285,498 0 0