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 24,178 428,617 SH   SOLE   428,617 0 0
BORGWARNER ORD 099724106 5,308 96,595 SH   SOLE   96,595 0 0
CALPINE CORP (UN*) ORD 131347304 26,697 1,206,386 SH   SOLE   1,206,386 0 0
CHENIERE ENERGY INC ORD 16411R208 7,329 104,107 SH   SOLE   104,107 0 0
CONSTELLIUM NV- CLASS A (UN*) ORD N22035104 10,415 633,911 SH   SOLE   633,911 0 0
DAQO NEW ENERGY CORP-ADR (US*) DR 23703Q203 948 35,980 SH   SOLE   35,980 0 0
DELPHI AUTOMOTIVE PLC ORD G27823106 6,775 93,168 SH   SOLE   93,168 0 0
DOMINION RES D SER A UNITS 6.375% 01-JUL-2017 CONVPRF 25746U869 1,560 30,000 SH   SOLE   30,000 0 0
DOMINION RESOURCES INC/VA ORD 25746U109 21,626 281,221 SH   SOLE   281,221 0 0
EXELON CORP ORD 30161N101 22,607 609,685 SH   SOLE   609,685 0 0
EXELON CORP 6.5% 01-JUN-2017 CONVPRF 30161N127 2,100 40,000 SH   SOLE   40,000 0 0
FUELCELL ENERGY INC (UQ*) ORD 35952H106 3,941 2,559,272 SH   SOLE   2,559,272 0 0
GENERAL ELECTRIC ORD 369604103 26,764 1,059,104 SH   SOLE   1,059,104 0 0
GENERAL MOTORS ORD 37045V100 35,525 1,017,616 SH   SOLE   1,017,616 0 0
ITC HOLDINGS CORP ORD 465685105 17,990 444,958 SH   SOLE   444,958 0 0
January 16 Calls on NEE US (125) EQTY_OP 65339F101 201 814 SH   SOLE   814 0 0
JOHNSON CONTROLS INC ORD 478366107 6,092 126,024 SH   SOLE   126,024 0 0
NEXTERA ENERGY INC ORD 65339F101 62,430 587,358 SH   SOLE   587,358 0 0
NEXTERA ENERGY PARTNERS LP (UN*) ORD 65341B106 5,113 151,497 SH   SOLE   151,497 0 0
NORTHEAST UTILITIES ORD 664397106 5,157 96,354 SH   SOLE   96,354 0 0
NRG ENERGY INC ORD 629377508 23,355 866,614 SH   SOLE   866,614 0 0
NRG YIELD INC-CLASS A (UN*) ORD 62942X108 8,573 181,870 SH   SOLE   181,870 0 0
OGE ENERGY CORP ORD 670837103 7,891 222,410 SH   SOLE   222,410 0 0
ONEOK INC ORD 682680103 8,449 169,693 SH   SOLE   169,693 0 0
PATTERN ENERGY GROUP INC (UQ*) ORD 70338P100 18,451 748,202 SH   SOLE   748,202 0 0
PPL CORPORATION ORD 69351T106 4,613 126,988 SH   SOLE   126,988 0 0
QUANTA SERVICES INC ORD 74762E102 19,461 685,477 SH   SOLE   685,477 0 0
ROCKWOOD HOLDINGS INC (UN*) ORD 774415103 17,076 216,702 SH   SOLE   216,702 0 0
RUBICON TECHNOLOGY INC (UQ*) ORD 78112T107 5,751 1,258,389 SH   SOLE   1,258,389 0 0
SEMPRA ENERGY ORD 816851109 28,132 252,622 SH   SOLE   252,622 0 0
SOLARCITY CORP (UQ*) ORD 83416T100 4,378 81,858 SH   SOLE   81,858 0 0
SPECTRA ENERGY CORP ORD 847560109 16,719 460,589 SH   SOLE   460,589 0 0
SUNEDISON INC ORD 86732Y109 10,062 515,729 SH   SOLE   515,729 0 0
SUNEDISON SEMICONDUCTOR LTD (UW*) ORD Y8213L102 13,401 721,671 SH   SOLE   721,671 0 0
TCP INTERNATIONAL HOLDINGS L (UN*) ORD 872375100 3,124 507,918 SH   SOLE   507,918 0 0
TERRAFORM POWER INC - A (UW*) ORD 88104R100 8,003 259,164 SH   SOLE   259,164 0 0
UNION PACIFIC CORP (UN*) ORD 907818108 21,685 182,032 SH   SOLE   182,032 0 0
VIVINT SOLAR INC ORD 92854Q106 3,205 347,628 SH   SOLE   347,628 0 0
WESTPORT INNOVATIONS (US) ORD 960908309 2,836 758,221 SH   SOLE   758,221 0 0
WILLIAMS COS INC ORD 969457100 36,093 803,129 SH   SOLE   803,129 0 0