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
ATMOS ENERGY CORP COM 049560105 4,499 80,706 SH   SOLE   80,706 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,052 57,255 SH   SOLE   57,255 0 0
BAIDU INC SPON ADR REP A 056752108 10,650 46,718 SH   SOLE   32,374 0 14,344
CROWN CASTLE INTL CORP NEW COM 22822V101 16,597 210,893 SH   SOLE   210,893 0 0
CMS ENERGY CORP COM 125896100 8,990 258,701 SH   SOLE   258,701 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 13,015 335,516 SH   SOLE   335,516 0 0
INFOSYS LTD SPONSORED ADR 456788108 17,875 568,185 SH   SOLE   216,561 0 351,624
ITC HLDGS CORP COM 465685105 10,602 262,228 SH   SOLE   262,228 0 0
51JOB INC SP ADR REP COM 316827104 6,222 173,552 SH   SOLE   98,849 0 74,703
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 2,466 93,424 SH   SOLE   93,424 0 0
NETEASE INC SPONSORED ADR 64110W102 6,870 69,299 SH   SOLE   69,299 0 0
ONE GAS INC COM 68235P108 10,172 246,764 SH   SOLE   246,764 0 0
SPECTRA ENERGY CORP COM 847560109 14,550 400,820 SH   SOLE 1 400,820 0 0
SJW CORP COM 784305104 11,037 343,611 SH   SOLE   343,611 0 0
QUESTAR CORP COM 748356102 3,065 121,250 SH   SOLE   121,250 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 11,177 499,411 SH   SOLE   385,015 0 114,396