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

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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
AMERICAN ELEC PWR CO INC COM 025537101 10,469 125,000 SH   SOLE   125,000 0 0
ATMOS ENERGY CORP COM 049560105 7,720 75,000 SH   SOLE   75,000 0 0
AVISTA CORP COM 05379B107 6,093 150,000 SH   SOLE   150,000 0 0
BLACK HILLS CORP COM 092113109 9,259 125,000 SH   SOLE   125,000 0 0
DOMINION ENERGY INC COM 25746U109 9,583 125,000 SH   SOLE   125,000 0 0
ENTERGY CORP NEW COM 29364G103 16,735 175,000 SH   SOLE   175,000 0 0
EVERGY INC COM 30034W106 4,354 75,000 SH   SOLE   75,000 0 0
EXELON CORP COM 30161N101 13,786 275,000 SH   SOLE   275,000 0 0
FIRSTENERGY CORP COM 337932107 14,564 350,000 SH   SOLE   350,000 0 0
FORTIS INC COM 349553107 4,624 125,000 SH   SOLE   125,000 0 0
MDU RES GROUP INC COM 552690109 2,583 100,000 SH   SOLE   100,000 0 0
NEXTERA ENERGY INC COM 65339F101 9,666 50,000 SH   SOLE   50,000 0 0
NISOURCE INC COM 65473P105 4,299 150,000 SH   SOLE   150,000 0 0
OTTER TAIL CORP COM 689648103 3,737 75,000 SH   SOLE   75,000 0 0
PINNACLE WEST CAP CORP COM 723484101 9,558 100,000 SH   SOLE   100,000 0 0
PNM RES INC COM 69349H107 14,202 300,000 SH   SOLE   300,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2,971 50,000 SH   SOLE   50,000 0 0
SEMPRA ENERGY COM 816851109 6,293 50,000 SH   SOLE   50,000 0 0
SJW GROUP COM 784305104 15,435 250,000 SH   SOLE   250,000 0 0
SOUTHERN CO COM 842587107 6,460 125,000 SH   SOLE   125,000 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 4,113 50,000 SH   SOLE   50,000 0 0
SPIRE INC COM 84857L101 4,115 50,000 SH   SOLE   50,000 0 0
SUNRUN INC COM 86771W105 1,758 125,000 SH   SOLE   125,000 0 0
VISTRA ENERGY CORP COM 92840M102 6,508 250,000 SH   SOLE   250,000 0 0
XCEL ENERGY INC COM 98389B100 8,432 150,000 SH   SOLE   150,000 0 0