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
Algonquin Power & Utilities ORD 015857105 10,220 621,457 SH   SOLE   621,457 0 0
American Electric Power ORD 025537101 3,966 47,634 SH   SOLE   47,634 0 0
American Water Works Co Inc ORD 030420103 3,181 20,725 SH   SOLE   20,725 0 0
Brookfield Renewable Partner ORD G16258108 5,418 125,604 SH   SOLE   125,604 0 0
Brookfield Renewable Partner ORD G16258108 6,668 154,531 SH   SOLE   154,531 0 0
Covanta Holding Corp ORD 22282E102 22,354 1,702,504 SH   SOLE   1,702,504 0 0
Dte Energy Company ORD 233331107 3,618 29,801 SH   SOLE   29,801 0 0
Nextera Energy Inc ORD 65339F101 28,789 373,154 SH   SOLE   373,154 0 0
Nextera Energy Inc CONVPRF 65339F796 5,666 95,716 SH   SOLE   95,716 0 0
Nextera Energy Partners Lp ORD 65341B106 10,394 155,016 SH   SOLE   155,016 0 0
Public Service Enterprise Gp ORD 744573106 9,317 159,805 SH   SOLE   159,805 0 0
Te Connectivity Ltd ORD H84989104 7,252 59,903 SH   SOLE   59,903 0 0
Williams Cos Inc ORD 969457100 3,614 180,263 SH   SOLE   180,263 0 0
Exelon Corp ORD 30161N101 19,714 466,938 SH   SOLE   466,938 0 0
Evergy Inc ORD 30034W106 5,067 91,284 SH   SOLE   91,284 0 0
Lyft Inc-A ORD 55087P104 6,561 133,535 SH   SOLE   133,535 0 0
Waste Connections Inc ORD 94106B101 3,333 32,491 SH   SOLE   32,491 0 0
Edison International ORD 281020107 25,339 403,359 SH   SOLE   403,359 0 0
Dominion Energy Inc ORD 25746U109 5,991 79,669 SH   SOLE   79,669 0 0
Sunrun Inc ORD 86771W105 13,097 188,769 SH   SOLE   188,769 0 0
Essential Utilities Inc CONVPRF 29670G201 5,872 94,679 SH   SOLE   94,679 0 0
Trane Technologies Plc ORD G8994E103 4,069 28,034 SH   SOLE   28,034 0 0
Autodesk Inc ORD 052769106 4,702 15,398 SH   SOLE   15,398 0 0
Atlantica Sustainable Infras ORD G0751N103 6,500 171,133 SH   SOLE   171,133 0 0
Firstenergy Corp ORD 337932107 2,234 72,968 SH   SOLE   72,968 0 0
Brookfield Renewable Cor-A ORD 11284V105 11,351 194,726 SH   SOLE   194,726 0 0
Brookfield Renewable Cor-A ORD 11284V105 2,319 39,791 SH   SOLE   39,791 0 0
Quantumscape Corp ORD 74767V109 2,082 24,648 SH   SOLE   24,648 0 0