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
ALLETE INC COM NEW 018522300 12,482 150,000 SH   SOLE   150,000 0 0
ALLIANT ENERGY CORP COM 018802108 11,043 225,000 SH   SOLE   225,000 0 0
BLACK HILLS CORP COM 092113109 5,863 75,000 SH   SOLE   75,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,158 250,000 SH   SOLE   250,000 0 0
CMS ENERGY CORP COM 125896100 10,134 175,000 SH   SOLE   175,000 0 0
DOMINION ENERGY INC COM 25746U109 13,531 175,000 SH   SOLE   175,000 0 0
ENTERGY CORP NEW COM 29364G103 20,586 200,000 SH   SOLE   200,000 0 0
EVERSOURCE ENERGY COM 30040W108 22,728 300,000 SH   SOLE   300,000 0 0
IDACORP INC COM 451107106 2,511 25,000 SH   SOLE   25,000 0 0
NEXTERA ENERGY INC COM 65339F101 25,608 125,000 SH   SOLE   125,000 0 0
NISOURCE INC COM 65473P105 5,760 200,000 SH   SOLE   200,000 0 0
NORTHWESTERN CORP COM NEW 668074305 5,411 75,000 SH   SOLE   75,000 0 0
PNM RES INC COM 69349H107 8,909 175,000 SH   SOLE   175,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 4,063 75,000 SH   SOLE   75,000 0 0
SEMPRA ENERGY COM 816851109 4,123 30,000 SH   SOLE   30,000 0 0
SJW GROUP COM 784305104 16,712 275,000 SH   SOLE   275,000 0 0
SOUTHERN CO COM 842587107 11,056 200,000 SH   SOLE   200,000 0 0
SUNRUN INC COM 86771W105 4,221 225,000 SH   SOLE   225,000 0 0
XCEL ENERGY INC COM 98389B100 7,436 125,000 SH   SOLE   125,000 0 0