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 7,978 98,110 SH   SOLE   98,110 0 0
BAIDU INC SPON ADR REP A 056752108 37,397 226,445 SH   SOLE   188,983 0 37,462
CROWN CASTLE INTL CORP NEW COM 22822V101 32,556 320,968 SH   SOLE   320,968 0 0
CMS ENERGY CORP COM 125896100 12,869 280,616 SH   SOLE   280,616 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 28,080 1,220,353 SH   SOLE   1,220,353 0 0
INFOSYS LTD SPONSORED ADR 456788108 14,220 796,665 SH   SOLE 1 470,629 0 326,036
ITC HLDGS CORP COM 465685105 6,803 145,311 SH   SOLE   145,311 0 0
51JOB INC SP ADR REP COM 316827104 15,351 523,732 SH   SOLE   403,456 0 120,276
NETEASE INC SPONSORED ADR 64110W102 28,928 149,716 SH   SOLE   149,716 0 0
SPECTRA ENERGY CORP COM 847560109 16,608 453,400 SH   SOLE   453,400 0 0
SJW CORP COM 784305104 16,639 422,526 SH   SOLE   422,526 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 16,434 626,518 SH   SOLE 1 443,884 0 182,634
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 19,149 1,097,383 SH   SOLE   1,097,383 0 0
ISHARES TR MSCI INDIA ETF 46429B598 19,520 699,151 SH   SOLE   699,151 0 0
AMEREN CORP COM 023608102 10,098 188,465 SH   SOLE   188,465 0 0
PG&E CORP COM 69331C108 23,319 364,812 SH   SOLE   364,812 0 0
SEMPRA ENERGY COM 816851109 8,346 73,200 SH   SOLE   73,200 0 0
KINDER MORGAN INC DEL COM 49456B101 9,564 510,891 SH   SOLE   510,891 0 0