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
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 9,513 1,146,110 SH   SOLE   1,146,110 0 0
CONCHO RES INC COM 20605P101 321 7,284 SH   SOLE   7,284 0 0
EDISON INTL COM 281020107 37,577 739,124 SH   SOLE   739,124 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 11,358 1,758,177 SH   SOLE   1,758,177 0 0
EVERGY INC COM 30034W106 47,157 927,931 SH   SOLE   927,931 0 0
FIRSTENERGY CORP COM 337932107 17,117 596,193 SH   SOLE   596,193 0 0
ISHARES TR IBOXX HI YD ETF 464288513 5,603 66,782 SH   SOLE   66,782 0 0
MOSAIC CO NEW COM 61945C103 2,563 140,297 SH   SOLE   140,297 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 7,583 131,210 SH   SOLE   131,210 0 0
NUTRIEN LTD COM 67077M108 2,388 60,862 SH   SOLE   60,862 0 0
PG&E CORP COM 69331C108 42,964 4,575,529 SH   SOLE   4,575,529 0 0
PNM RES INC COM 69349H107 5,642 136,507 SH   SOLE   136,507 0 0
PPL CORP COM 69351T106 8,577 315,208 SH   SOLE   315,208 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 20,188 833,525 SH   SOLE   833,525 0 0
TELLURIAN INC NEW COM 87968A104 306 384,122 SH   SOLE   384,122 0 0
UGI CORP NEW COM 902681105 1,167 35,376 SH   SOLE   35,376 0 0
VALE S A SPONSORED ADS 91912E105 7,081 669,264 PRN   SOLE   669,264 0 0
WHIRLPOOL CORP COM 963320106 8,237 44,795 SH   SOLE   44,795 0 0