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 26,077 1,052,332 SH   DFND 1,2 1,052,332 0 0
AES CORP COM 00130H105 43,307 3,229,483 SH   DFND 1,2 3,229,483 0 0
AVANGRID INC COM 05351W103 53,502 1,010,805 SH   DFND 1,2 1,010,805 0 0
CHART INDS INC COM PAR $0.01 16115Q308 16,423 266,254 SH   DFND 1,2 266,254 0 0
EDISON INTL COM 281020107 46,510 735,100 SH   DFND 1,2 735,100 0 0
ENPHASE ENERGY INC COM 29355A107 26,896 3,996,499 SH   DFND 1,2 3,996,499 0 0
EXELON CORP COM 30161N101 80,716 1,894,741 SH   DFND 1,2 1,894,741 0 0
FIRSTENERGY CORP COM 337932107 96,863 2,697,372 SH   DFND 1,2 2,697,372 0 0
FORTERRA INC COM 34960W106 13,195 1,356,097 SH   DFND 1,2 1,356,097 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 6,396 623,366 SH   DFND 1,2 623,366 0 0
PG&E CORP COM 69331C108 27,724 651,419 SH   DFND 1,2 651,419 0 0
TELLURIAN INC NEW COM 87968A104 11,999 1,442,156 SH   DFND 1,2 1,442,156 0 0
VISTRA ENERGY CORP COM 92840M102 28,450 1,202,431 SH   DFND 1,2 1,202,431 0 0
WASTE CONNECTIONS INC COM 94106B101 17,375 230,800 SH   DFND 1,2 230,800 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 6,633 488,403 SH   DFND 1,2 488,403 0 0