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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
AMERICAN ELECTRIC POWER ORD 025537101 8,543,314 146,616 SH   SOLE   146,616 0 0
DOMINION RESOURCES INC/VA ORD 25746U109 15,217,444 224,977 SH   SOLE   224,977 0 0
ITC HOLDINGS CORP ORD 465685105 4,834,815 123,180 SH   SOLE   123,180 0 0
NISOURCE INC ORD 65473P105 10,348,631 530,427 SH   SOLE   530,427 0 0
NRG ENERGY INC ORD 629377508 3,567,569 303,107 SH   SOLE   303,107 0 0
EDISON INTERNATIONAL ORD 281020107 11,316,926 191,132 SH   SOLE   191,132 0 0
WILLIAMS COS INC ORD 969457100 29,359,320 1,142,386 SH   SOLE   1,142,386 0 0
ORMAT TECHNOLOGIES INC ORD 686688102 1,686,701 46,249 SH   SOLE   46,249 0 0
SPECTRA ENERGY CORP ORD 847560109 3,051,105 127,448 SH   SOLE   127,448 0 0
CALPINE CORP (UN*) ORD 131347304 20,825,759 1,439,237 SH   SOLE   1,439,237 0 0
FIRST SOLAR INC ORD 336433107 52,565,324 796,565 SH   SOLE   796,565 0 0
SEMPRA ENERGY ORD 816851109 19,903,139 211,713 SH   SOLE   211,713 0 0
COVANTA HOLDING CORP ORD 22282E102 498,886 32,207 SH   SOLE   32,207 0 0
RUBICON TECHNOLOGY INC (UQ*) ORD 78112T107 1,723,356 1,511,716 SH   SOLE   1,511,716 0 0
NEXTERA ENERGY INC ORD 65339F101 80,295,335 772,888 SH   SOLE   772,888 0 0
GENERAL ELECTRIC ORD 369604103 19,838,469 636,869 SH   SOLE   636,869 0 0
ITRON INC US ORD 465741106 9,536,071 263,573 SH   SOLE   263,573 0 0
SUNPOWER CORP ORD 867652406 31,229,907 1,040,650 SH   SOLE   1,040,650 0 0
A.O. SMITH ORD 831865209 26,290,866 343,178 SH   SOLE   343,178 0 0
DELPHI AUTOMOTIVE PLC ORD G27823106 25,680,936 299,556 SH   SOLE   299,556 0 0
ACUITY BRANDS INC (UN*) ORD 00508Y102 18,618,196 79,633 SH   SOLE   79,633 0 0
PATTERN ENERGY GROUP INC (UQ*) ORD 70338P100 55,815,774 2,669,334 SH   SOLE   2,669,334 0 0
CONSTELLIUM NV- CLASS A (UN*) ORD N22035104 767,752 99,708 SH   SOLE   99,708 0 0
EXELON CORP 6.5% 01-JUN-2017 CONVPRF 30161N127 3,431,047 84,780 SH   SOLE   84,780 0 0
DOMINION RES D SER A UNITS 6.375% 01-JUL-2017 CONVPRF 25746U869 3,589,172 74,650 SH   SOLE   74,650 0 0
NEXTERA ENERGY PARTNERS LP (UN*) ORD 65341B106 10,426,486 349,296 SH   SOLE   349,296 0 0
SOLARCITY CORP (UQ*) ORD 83416T100 8,484,984 166,307 SH   SOLE   166,307 0 0
ABENGOA YIELD PLC (UW*) ORD G00349103 10,977,553 569,080 SH   SOLE   569,080 0 0
January 16 Calls on NEE US (125) EQTY_OP 65339F101 0 1,321 SH   SOLE   1,321 0 0
SUNEDISON SEMICONDUCTOR LTD (UW*) ORD Y8213L102 12,077,630 1,540,514 SH   SOLE   1,540,514 0 0
GENERAL CABLE CORP (UN*) ORD 369300108 12,490,424 930,039 SH   SOLE   930,039 0 0
CHIPMOS TECHNOLOGIES BERMUDA ORD G2110R114 13,708,253 692,336 SH   SOLE   692,336 0 0
SOLAREDGE TECHNOLOGIES INC (UW*) ORD 83417M104 23,589,501 837,398 SH   SOLE   837,398 0 0
8POINT3 ENERGY PARTNERS LP (UW*) ORD 282539105 11,603,287 718,915 SH   SOLE   718,915 0 0
NRG YIELD INC - CLASS A ORD 62942X306 25,936,628 1,864,603 SH   SOLE   1,864,603 0 0
SUNRUN INC (UW*) ORD 86771W105 873,640 74,226 SH   SOLE   74,226 0 0
TERRAFORM POWER INC - A ORD 88104R100 4,785,571 380,411 SH   SOLE   380,411 0 0
March 16 Calls on TERP US (35) EQTY_OP 88104R100 0 425 SH   SOLE   425 0 0
FUELCELL ENERGY INC ORD 35952H502 0 0 SH   SOLE   0 0 0
TERRAFORM GLOBAL INC - CL A ORD 88104M101 1,418,518 253,760 SH   SOLE   253,760 0 0
April 16 Calls on JOY US (22) EQTY_OP 481165108 1,650 550 SH   SOLE   550 0 0
January 16 Calls on JOY US (21) EQTY_OP 481165108 1,000 500 SH   SOLE   500 0 0
March 16 Puts on TERP US (7.5) EQTY_OP 88104R100 65,100 2,170 SH   SOLE   2,170 0 0