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
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 6,426 528,876 SH   DFND 1,2 528,876 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 23,236 1,042,926 SH   DFND 1,2 1,042,926 0 0
AES CORP COM 00130H105 43,600 3,834,660 SH   DFND 1,2 3,834,660 0 0
AVANGRID INC COM 05351W103 52,419 1,025,412 SH   DFND 1,2 1,025,412 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 5,689 2,205,193 SH   DFND 1,2 2,205,193 0 0
ENPHASE ENERGY INC COM 29355A107 19,379 4,240,475 SH   DFND 1,2 4,240,475 0 0
EXELON CORP COM 30161N101 53,545 1,372,605 SH   DFND 1,2 1,372,605 0 0
FIRSTENERGY CORP COM 337932107 84,786 2,492,971 SH   DFND 1,2 2,492,971 0 0
FORTERRA INC COM 34960W106 6,682 803,182 SH   DFND 1,2 803,182 0 0
ITRON INC COM 465741106 16,778 234,488 SH   DFND 1,2 234,488 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 19,291 904,848 SH   DFND 1,2 904,848 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 30,586 828,203 SH   DFND 1,2 828,203 0 0
NEXTERA ENERGY INC COM 65339F101 33,686 206,244 SH   DFND 1,2 206,244 0 0
NRG ENERGY INC COM NEW 629377508 22,589 739,890 SH   DFND 1,2 739,890 0 0
PG&E CORP COM 69331C108 46,278 1,053,443 SH   DFND 1,2 1,053,443 0 0
SCANA CORP NEW COM 80589M102 15,811 421,053 SH   DFND 1,2 421,053 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,786 67,188 SH   DFND 1,2 67,188 0 0
VISTRA ENERGY CORP COM 92840M102 17,223 826,833 SH   DFND 1,2 826,833 0 0
WASTE CONNECTIONS INC COM 94106B101 8,303 115,740 SH   DFND 1,2 115,740 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 14,851 686,916 SH   DFND 1,2 686,916 0 0