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
A.O. SMITH ORD 831865209 428,617 24,178,285 SH   SOLE   24,178,285 0 0
BORGWARNER ORD 099724106 96,595 5,307,895 SH   SOLE   5,307,895 0 0
CALPINE CORP (UN*) ORD 131347304 1,206,386 26,697,322 SH   SOLE   26,697,322 0 0
CHENIERE ENERGY INC ORD 16411R208 104,107 7,329,133 SH   SOLE   7,329,133 0 0
CONSTELLIUM NV- CLASS A (UN*) ORD N22035104 633,911 10,415,158 SH   SOLE   10,415,158 0 0
DAQO NEW ENERGY CORP-ADR (US*) DR 23703Q203 35,980 947,713 SH   SOLE   947,713 0 0
DELPHI AUTOMOTIVE PLC ORD G27823106 93,168 6,775,177 SH   SOLE   6,775,177 0 0
DOMINION RES D SER A UNITS 6.375% 01-JUL-2017 CONVPRF 25746U869 30,000 1,560,300 SH   SOLE   1,560,300 0 0
DOMINION RESOURCES INC/VA ORD 25746U109 281,221 21,625,895 SH   SOLE   21,625,895 0 0
EXELON CORP ORD 30161N101 609,685 22,607,120 SH   SOLE   22,607,120 0 0
EXELON CORP 6.5% 01-JUN-2017 CONVPRF 30161N127 40,000 2,100,000 SH   SOLE   2,100,000 0 0
FUELCELL ENERGY INC (UQ*) ORD 35952H106 2,559,272 3,941,279 SH   SOLE   3,941,279 0 0
GENERAL ELECTRIC ORD 369604103 1,059,104 26,763,558 SH   SOLE   26,763,558 0 0
GENERAL MOTORS ORD 37045V100 1,017,616 35,524,975 SH   SOLE   35,524,975 0 0
ITC HOLDINGS CORP ORD 465685105 444,958 17,989,652 SH   SOLE   17,989,652 0 0
January 16 Calls on NEE US (125) EQTY_OP 65339F101 814 201,058 SH   SOLE   201,058 0 0
JOHNSON CONTROLS INC ORD 478366107 126,024 6,092,000 SH   SOLE   6,092,000 0 0
NEXTERA ENERGY INC ORD 65339F101 587,358 62,430,282 SH   SOLE   62,430,282 0 0
NEXTERA ENERGY PARTNERS LP (UN*) ORD 65341B106 151,497 5,113,024 SH   SOLE   5,113,024 0 0
NORTHEAST UTILITIES ORD 664397106 96,354 5,156,866 SH   SOLE   5,156,866 0 0
NRG ENERGY INC ORD 629377508 866,614 23,355,247 SH   SOLE   23,355,247 0 0
NRG YIELD INC-CLASS A (UN*) ORD 62942X108 181,870 8,573,352 SH   SOLE   8,573,352 0 0
OGE ENERGY CORP ORD 670837103 222,410 7,891,107 SH   SOLE   7,891,107 0 0
ONEOK INC ORD 682680103 169,693 8,449,014 SH   SOLE   8,449,014 0 0
PATTERN ENERGY GROUP INC (UQ*) ORD 70338P100 748,202 18,450,661 SH   SOLE   18,450,661 0 0
PPL CORPORATION ORD 69351T106 126,988 4,613,474 SH   SOLE   4,613,474 0 0
QUANTA SERVICES INC ORD 74762E102 685,477 19,460,692 SH   SOLE   19,460,692 0 0
ROCKWOOD HOLDINGS INC (UN*) ORD 774415103 216,702 17,076,118 SH   SOLE   17,076,118 0 0
RUBICON TECHNOLOGY INC (UQ*) ORD 78112T107 1,258,389 5,750,838 SH   SOLE   5,750,838 0 0
SEMPRA ENERGY ORD 816851109 252,622 28,131,986 SH   SOLE   28,131,986 0 0
SOLARCITY CORP (UQ*) ORD 83416T100 81,858 4,377,766 SH   SOLE   4,377,766 0 0
SPECTRA ENERGY CORP ORD 847560109 460,589 16,719,381 SH   SOLE   16,719,381 0 0
SUNEDISON INC ORD 86732Y109 515,729 10,061,873 SH   SOLE   10,061,873 0 0
SUNEDISON SEMICONDUCTOR LTD (UW*) ORD Y8213L102 721,671 13,401,430 SH   SOLE   13,401,430 0 0
TCP INTERNATIONAL HOLDINGS L (UN*) ORD 872375100 507,918 3,123,696 SH   SOLE   3,123,696 0 0
TERRAFORM POWER INC - A (UW*) ORD 88104R100 259,164 8,002,984 SH   SOLE   8,002,984 0 0
UNION PACIFIC CORP (UN*) ORD 907818108 182,032 21,685,472 SH   SOLE   21,685,472 0 0
VIVINT SOLAR INC ORD 92854Q106 347,628 3,205,130 SH   SOLE   3,205,130 0 0
WESTPORT INNOVATIONS (US) ORD 960908309 758,221 2,835,747 SH   SOLE   2,835,747 0 0
WILLIAMS COS INC ORD 969457100 803,129 36,092,617 SH   SOLE   36,092,617 0 0