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

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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
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 447 24,784 SH   SOLE   24,784 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 2,414 133,906 SH   DFND 1 0 133,906 0
ATLANTICA YIELD PLC SHS G0751N103 11,742 517,964 SH   DFND 1 0 517,964 0
ATLANTICA YIELD PLC SHS G0751N103 2,557 112,807 SH   SOLE   112,807 0 0
AVANGRID INC COM 05351W103 27,409 542,747 SH   DFND 1 0 542,747 0
AVANGRID INC COM 05351W103 3,730 73,859 SH   SOLE   73,859 0 0
COMMERCIAL METALS CO COM 201723103 5,025 281,507 SH   DFND 1 0 281,507 0
COMMERCIAL METALS CO COM 201723103 698 39,113 SH   SOLE   39,113 0 0
CONOCOPHILLIPS COM 20825C104 893 14,639 SH   SOLE   14,639 0 0
CONOCOPHILLIPS COM 20825C104 6,427 105,361 SH   DFND 1 0 105,361 0
EVERGY INC COM 30034W106 470 7,814 SH   SOLE   7,814 0 0
EVERGY INC COM 30034W106 3,380 56,186 SH   DFND 1 0 56,186 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,213 65,617 SH   DFND 1 0 65,617 0
GOLAR LNG LTD BERMUDA SHS G9456A100 266 14,383 SH   SOLE   14,383 0 0
KOSMOS ENERGY LTD COM 500688106 1,972 314,499 SH   DFND 1 0 314,499 0
KOSMOS ENERGY LTD COM 500688106 100 15,926 SH   SOLE   15,926 0 0
PPL CORP COM 69351T106 63,342 2,042,618 SH   DFND 1 0 2,042,618 0
PPL CORP COM 69351T106 8,801 283,809 SH   SOLE   283,809 0 0
PROSHARES TR ULTRAPRO SHORT S 74347B268 753 27,060 SH   SOLE   27,060 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,496 94,295 SH   DFND 1 0 94,295 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 328 20,705 SH   SOLE   20,705 0 0
SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 3,201 34,941 SH   SOLE   34,941 0 0