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
ADVANCED DISP SVCS INC DEL COM 00790X101 16,350 735,837 SH   DFND 1,2 735,837 0 0
ALBEMARLE CORP COM 012653101 6,629 77,004 SH   DFND 1,2 77,004 0 0
AVANGRID INC COM 05351W103 18,163 479,497 SH   DFND 1,2 479,497 0 0
BAKER HUGHES INC COM 057224107 4,421 68,053 SH   DFND 1,2 68,053 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 2,587 322,207 SH   DFND 1,2 322,207 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,437 372,614 SH   DFND 1,2 372,614 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 8,384 3,677,097 SH   DFND 1,2 3,677,097 0 0
COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 217 25,585 SH   DFND 1,2 25,585 0 0
COSAN LTD SHS A G25343107 4,875 649,194 SH   DFND 1,2 649,194 0 0
DOMINION RES INC VA NEW COM 25746U109 18,135 236,777 SH   DFND 1,2 236,777 0 0
DYCOM INDS INC COM 267475101 6,268 78,071 SH   DFND 1,2 78,071 0 0
DYNEGY INC NEW DEL COM 26817R108 128 15,077 SH   DFND 1,2 15,077 0 0
EDISON INTL COM 281020107 593 8,236 SH   DFND 1,2 8,236 0 0
EVERSOURCE ENERGY COM 30040W108 13,375 242,163 SH   DFND 1,2 242,163 0 0
EXELON CORP COM 30161N101 32,105 904,630 SH   DFND 1,2 904,630 0 0
FORTERRA INC COM 34960W106 2,213 102,191 SH   DFND 1,2 102,191 0 0
GASLOG LTD SHS G37585109 1,950 121,115 SH   DFND 1,2 121,115 0 0
GLOBAL X FDS GLBX MSCI COLUM 37950E200 1,642 180,010 SH   DFND 1,2 180,010 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,247 228,742 SH   DFND 1,2 228,742 0 0
HALLIBURTON CO COM 406216101 4,447 82,210 SH   DFND 1,2 82,210 0 0
IDEAL PWR INC COM 451622104 89 26,959 SH   DFND 1,2 26,959 0 0
MUELLER WTR PRODS INC COM SER A 624758108 11,256 845,685 SH   DFND 1,2 845,685 0 0
NETEASE INC SPONSORED ADR 64110W102 5,516 25,615 SH   DFND 1,2 25,615 0 0
NEXTERA ENERGY INC COM 65339F101 7,288 61,009 SH   DFND 1,2 61,009 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 236 9,251 SH   DFND 1,2 9,251 0 0
NRG ENERGY INC COM NEW 629377508 170 13,840 SH   DFND 1,2 13,840 0 0
NRG YIELD INC CL A NEW 62942X306 282 18,331 SH   DFND 1,2 18,331 0 0
NRG YIELD INC CL C 62942X405 188 11,885 SH   DFND 1,2 11,885 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 12,835 368,703 SH   DFND 1,2 368,703 0 0
PG&E CORP COM 69331C108 221 3,634 SH   DFND 1,2 3,634 0 0
SCHLUMBERGER LTD COM 806857108 4,446 52,961 SH   DFND 1,2 52,961 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 5,701 428,294 SH   DFND 1,2 428,294 0 0
TENARIS S A SPONSORED ADR 88031M109 4,700 131,606 SH   DFND 1,2 131,606 0 0
TESLA MTRS INC COM 88160R101 50,367 235,700 SH Put DFND 1,2 235,700 0 0
TRIUMPH GROUP INC NEW COM 896818101 4,645 175,300 SH   DFND 1,2 175,300 0 0
UNION PAC CORP COM 907818108 17,829 171,960 SH   DFND 1,2 171,960 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 2,931 52,062 SH   DFND 1,2 52,062 0 0
XYLEM INC COM 98419M100 5,387 108,790 SH   DFND 1,2 108,790 0 0