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 72,872 1,443,005 SH   DFND 1,2,3 1,443,005 0 0
AQUAVENTURE HLDGS LTD COM G0443N107 154 7,700 SH   DFND 1,2,3 7,700 0 0
CANADIAN SOLAR INC COM 136635109 22,666 1,038,278 SH   DFND 1,2,3 1,038,278 0 0
CHART INDS INC COM PAR $0.01 16115Q308 10,449 135,916 SH   DFND 1,2,3 135,916 0 0
DOMINION ENERGY INC COM 25746U109 49,492 640,089 SH   DFND 1,2,3 640,089 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 20,555 232,949 SH   DFND 1,2,3 232,949 0 0
EL PASO ELEC CO COM NEW 283677854 19,388 296,454 SH   DFND 1,2,3 296,454 0 0
ENPHASE ENERGY INC COM 29355A107 36,886 2,023,394 SH   DFND 1,2,3 2,023,394 0 0
ENTERGY CORP NEW COM 29364G103 32,287 313,676 SH   DFND 1,2,3 313,676 0 0
EXELON CORP COM 30161N101 95,711 1,996,467 SH   DFND 1,2,3 1,996,467 0 0
FIRST SOLAR INC COM 336433107 43,405 660,851 SH   DFND 1,2,3 660,851 0 0
FIRSTENERGY CORP COM 337932107 124,693 2,912,710 SH   DFND 1,2,3 2,912,710 0 0
FORTERRA INC COM 34960W106 14,266 2,870,444 SH   DFND 1,2,3 2,870,444 0 0
GENERAL ELECTRIC CO COM 369604103 11,824 1,126,067 SH   DFND 1,2,3 1,126,067 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 401 12,450 SH   DFND 1,2,3 12,450 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 881 75,302 SH   DFND 1,2,3 75,302 0 0
MARTIN MARIETTA MATLS INC COM 573284106 13,447 58,438 SH   DFND 1,2,3 58,438 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 2,671 77,029 SH   DFND 1,2,3 77,029 0 0
PG&E CORP COM 69331C108 32,583 1,421,579 SH   DFND 1,2,3 1,421,579 0 0
SEMPRA ENERGY COM 816851109 76,306 555,194 SH   DFND 1,2,3 555,194 0 0
TELLURIAN INC NEW COM 87968A104 29,521 3,760,638 SH   DFND 1,2,3 3,760,638 0 0
VULCAN MATLS CO COM 929160109 21,940 159,782 SH   DFND 1,2,3 159,782 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,834 155,647 SH   DFND 1,2,3 155,647 0 0