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
Regency CTRS Corp. Common Stock 758849103 40 1,032 SH   DFND 1 721 0 0
Vornado Realty Trust Common Stock 929042109 21,726 600,000 SH   DFND 1 0 0 0
KRATON CORP COMMON 50077C106 710 87,678 SH   DFND 2 87,678 0 0
NESCO HLDGS INC COMMON 64083J104 3,108 947,597 SH   DFND 2 947,597 0 0
NESCO HLDGS INC WARRANT 64083J112 245 1,361,480 SH   DFND 2 1,361,480 0 0
OI S A SPONSORED ADR 670851500 19,523 44,481,717 SH   DFND 2 0 44,481,717 0
The AES Corporation Common Stock 00130H105 16,399 1,205,800 SH   SOLE 3 0 0 0
TERRAFORM POWER INC Common Stock 88104R100 2,201,991 139,631,666 SH   SOLE 3 0 0 0
Cincinnati Bell Inc Common Stock 171871502 34,245 2,339,118 SH   SOLE 3 0 0 0
MPLX LP Common Stock 55336V100 25,686 2,210,500 SH   SOLE 3 0 0 0
Plains all American Pipeline, LP Common Stock 726503105 3,036 575,000 SH   SOLE 3 0 0 0
Tallgrass Energy, LP Common Stock 874696107 9,070 550,000 SH   SOLE 3 0 0 0
TC Pipelines, LP Common Stock 87233Q108 15,974 581,310 SH   SOLE 3 0 0 0
CenterPoint Energy, Inc. Common Stock 15189T107 15,915 1,030,112 SH   SOLE 3 0 0 0
TRANSALTA CORPORATION Common Stock 89346D107 159,067 30,388,645 SH   SOLE 3 0 0 0
Vistra Energy Corp COM 92840M102 211,155 13,230,251 SH   DFND 3 0 0 0
GrafTech International Ltd COM 384313508 1,617,638 199,216,541 SH   DFND 4 0 0 0
OI S A SPONSORED ADR 670851500 62,418 67,001,316 SH   DFND   0 67,001,316 0
Norbord Inc. COM 65548P403 411,936 34,787,535 SH   DFND   0 0 0
Vistra Energy Corp COM 92840M102 105,737 6,625,154 SH   DFND   0 0 0
Brookfield Property Partners LP LP Units G16249107 702,024 87,099,738 SH   SOLE   0 0 0
Brookfield Property REIT Inc Class A 11282X103 25,778 3,036,315 SH   SOLE   0 0 0
Brookfield Renewable Partners LP LP Units G16258108 2,382,369 56,068,944 SH   SOLE   0 0 0
Brookfield Infrastructure Partners LP LP Units G16252101 8,980 249,645 SH   SOLE   0 0 0
Brookfield Business Partners LP LP Units G16234109 630,263 24,784,250 SH   SOLE   0 0 0