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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
ALBEMARLE CORP COM 12653101 898 11,321 SH   SOLE   11,321 0 0
ASTEC INDS INC COM 46224101 489 8,708 SH   SOLE   8,708 0 0
HD SUPPLY HLDGS INC COM 40416M105 506 14,523 SH   SOLE   14,523 0 0
NEXTERA ENERGY INC COM 65339F101 392 3,006 SH   SOLE   3,006 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 420 13,839 SH   SOLE   13,839 0 0
NISOURCE INC COM 65473P105 546 20,584 SH   SOLE   20,584 0 0
SEMPRA ENERGY COM 816851109 633 5,555 SH   SOLE   5,555 0 0
VULCAN MATLS CO COM 929160109 604 5,022 SH   SOLE   5,022 0 0