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
AGL RESOURCES INC ORD 001204106 2,136 35,000 SH   SOLE   35,000 0 0
DOMINION RESOURCES INC/VA ORD 25746U109 15,834 224,977 SH   SOLE   224,977 0 0
ITC HOLDINGS CORP ORD 465685105 2,927 87,801 SH   SOLE   87,801 0 0
NISOURCE INC ORD 65473P105 6,156 331,862 SH   SOLE   331,862 0 0
NRG ENERGY INC ORD 629377508 4,637 312,268 SH   SOLE   312,268 0 0
QUANTA SERVICES INC ORD 74762E102 22,909 946,274 SH   SOLE   946,274 0 0
EDISON INTERNATIONAL ORD 281020107 6,293 99,779 SH   SOLE   99,779 0 0
WILLIAMS COS INC ORD 969457100 35,004 949,901 SH   SOLE   949,901 0 0
ORMAT TECHNOLOGIES INC ORD 686688102 1,685 49,516 SH   SOLE   49,516 0 0
SPECTRA ENERGY CORP ORD 847560109 5,912 225,055 SH   SOLE   225,055 0 0
CALPINE CORP (UN*) ORD 131347304 14,525 994,841 SH   SOLE   994,841 0 0
FIRST SOLAR INC ORD 336433107 42,311 989,738 SH   SOLE   989,738 0 0
SEMPRA ENERGY ORD 816851109 18,981 196,247 SH   SOLE   196,247 0 0
FUELCELL ENERGY INC (UQ*) ORD 35952H106 1,696 2,308,312 SH   SOLE   2,308,312 0 0
RUBICON TECHNOLOGY INC (UQ*) ORD 78112T107 1,598 1,551,685 SH   SOLE   1,551,685 0 0
TRINA SOLAR LTD-SPON ADR DR 89628E104 2,543 283,451 SH   SOLE   283,451 0 0
NEXTERA ENERGY INC ORD 65339F101 73,591 754,390 SH   SOLE   754,390 0 0
GENERAL ELECTRIC ORD 369604103 14,752 584,921 SH   SOLE   584,921 0 0
ITRON INC US ORD 465741106 7,017 219,894 SH   SOLE   219,894 0 0
SUNPOWER CORP ORD 867652406 17,225 859,520 SH   SOLE   859,520 0 0
A.O. SMITH ORD 831865209 19,947 305,986 SH   SOLE   305,986 0 0
DELPHI AUTOMOTIVE PLC ORD G27823106 14,380 189,109 SH   SOLE   189,109 0 0
PATTERN ENERGY GROUP INC (UQ*) ORD 70338P100 48,636 2,547,708 SH   SOLE   2,547,708 0 0
CONSTELLIUM NV- CLASS A (UN*) ORD N22035104 3,525 581,758 SH   SOLE   581,758 0 0
SUNEDISON INC ORD 86732Y109 6,464 900,276 SH   SOLE   900,276 0 0
EXELON CORP 6.5% 01-JUN-2017 CONVPRF 30161N127 3,701 84,780 SH   SOLE   84,780 0 0
DOMINION RES D SER A UNITS 6.375% 01-JUL-2017 CONVPRF 25746U869 3,696 74,650 SH   SOLE   74,650 0 0
NEXTERA ENERGY PARTNERS LP (UN*) ORD 65341B106 7,615 349,296 SH   SOLE   349,296 0 0
SOLARCITY CORP (UQ*) ORD 83416T100 8,666 202,901 SH   SOLE   202,901 0 0
ABENGOA YIELD PLC (UW*) ORD G00349103 6,514 393,581 SH   SOLE   393,581 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 17,260 1,637,528 SH   SOLE   1,637,528 0 0
GENERAL CABLE CORP (UN*) ORD 369300108 7,145 600,415 SH   SOLE   600,415 0 0
CHIPMOS TECHNOLOGIES BERMUDA ORD G2110R114 13,035 793,870 SH   SOLE   793,870 0 0
SOLAREDGE TECHNOLOGIES INC (UW*) ORD 83417M104 5,770 251,741 SH   SOLE   251,741 0 0
8POINT3 ENERGY PARTNERS LP (UW*) ORD 282539105 11,880 1,119,738 SH   SOLE   1,119,738 0 0
NRG YIELD INC - CLASS A ORD 62942X306 21,063 1,889,082 SH   SOLE   1,889,082 0 0
December 15 Calls on PEGI US (22.5) EQTY_OP 70338P100 8 150 SH   SOLE   150 0 0
TERRAFORM POWER INC - A ORD 88104R100 23,275 1,636,789 SH   SOLE   1,636,789 0 0
March 16 Calls on TERP US (35) EQTY_OP 88104R100 12 425 SH   SOLE   425 0 0