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
AVANGRID INC COM 05351W103 67,425 1,339,135 SH   DFND 1,2,3 1,339,135 0 0
CHART INDS INC COM PAR $0.01 16115Q308 15,486 171,075 SH   DFND 1,2,3 171,075 0 0
DOMINION ENERGY INC COM 25746U109 89,519 1,167,743 SH   DFND 1,2,3 1,167,743 0 0
EL PASO ELEC CO COM NEW 283677854 56,638 962,905 SH   DFND 1,2,3 962,905 0 0
ENPHASE ENERGY INC COM 29355A107 43,057 4,664,880 SH   DFND 1,2,3 4,664,880 0 0
EXELON CORP COM 30161N101 117,229 2,338,502 SH   DFND 1,2,3 2,338,502 0 0
FIRST SOLAR INC COM 336433107 42,756 809,163 SH   DFND 1,2,3 809,163 0 0
FIRSTENERGY CORP COM 337932107 116,470 2,799,091 SH   DFND 1,2,3 2,799,091 0 0
FORTERRA INC COM 34960W106 10,834 2,567,264 SH   DFND 1,2,3 2,567,264 0 0
GENERAL ELECTRIC CO COM 369604103 20,931 2,095,190 SH   DFND 1,2,3 2,095,190 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,625 219,278 SH   DFND 1,2,3 219,278 0 0
MARTIN MARIETTA MATLS INC COM 573284106 11,322 56,279 SH   DFND 1,2,3 56,279 0 0
PG&E CORP COM 69331C108 22,673 1,273,759 SH   DFND 1,2,3 1,273,759 0 0
SEMPRA ENERGY COM 816851109 87,103 692,065 SH   DFND 1,2,3 692,065 0 0
TELLURIAN INC NEW COM 87968A104 34,378 3,069,483 SH   DFND 1,2,3 3,069,483 0 0
VULCAN MATLS CO COM 929160109 23,371 197,392 SH   DFND 1,2,3 197,392 0 0
WABTEC CORP COM 929740108 1,530 20,748 SH   DFND 1,2,3 20,748 0 0
WASTE CONNECTIONS INC COM 94106B101 18,517 209,022 SH   DFND 1,2,3 209,022 0 0