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
AQUAVENTURE HLDGS LTD SHS G0443N107 635 32,700 SH   DFND 1,2,3 32,700 0 0
AVANGRID INC COM 05351W103 78,022 1,493,236 SH   DFND 1,2,3 1,493,236 0 0
CANADIAN SOLAR INC COM 136635109 9,860 522,231 SH   DFND 1,2,3 522,231 0 0
DOMINION ENERGY INC COM 25746U109 79,146 976,631 SH   DFND 1,2,3 976,631 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 72,241 753,611 SH   DFND 1,2,3 753,611 0 0
EDISON INTL COM 281020107 12,190 161,627 SH   DFND 1,2,3 161,627 0 0
ENPHASE ENERGY INC COM 29355A107 27,434 1,234,095 SH   DFND 1,2,3 1,234,095 0 0
EXELON CORP COM 30161N101 58,198 1,204,692 SH   DFND 1,2,3 1,204,692 0 0
FIRST SOLAR INC COM 336433107 21,480 370,280 SH   DFND 1,2,3 370,280 0 0
FIRSTENERGY CORP COM 337932107 142,511 2,954,811 SH   DFND 1,2,3 2,954,811 0 0
FORTERRA INC COM 34960W106 21,759 3,009,547 SH   DFND 1,2,3 3,009,547 0 0
MARTIN MARIETTA MATLS INC COM 573284106 16,441 59,980 SH   DFND 1,2,3 59,980 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106 243 4,606 SH   DFND 1,2,3 4,606 0 0
NRG ENERGY INC COM NEW 629377508 38,392 969,504 SH   DFND 1,2,3 969,504 0 0
QUANTA SVCS INC COM 74762E102 48,850 1,292,341 SH   DFND 1,2,3 1,292,341 0 0
TELLURIAN INC NEW COM 87968A104 30,531 3,671,844 SH   DFND 1,2,3 3,671,844 0 0
VULCAN MATLS CO COM 929160109 25,045 165,595 SH   DFND 1,2,3 165,595 0 0