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
ALPHA NATURAL RESOURCES INC COM 02076X102 315 74,000 SH   DFND 1,2 74,000 0 0
AMERESCO INC CL A 02361E108 1,293 171,078 SH   DFND 1,2 171,078 0 0
BUNGE LIMITED COM G16962105 6,532 82,154 SH   DFND 1,2 82,154 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 2,534 200,601 SH   DFND 1,2 200,601 0 0
CHART INDS INC COM PAR $0.01 16115Q308 2,062 25,950 SH   DFND 1,2 25,950 0 0
CHESAPEAKE ENERGY CORP COM 165167107 251 9,800 SH   DFND 1,2 9,800 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 2,880 311,053 SH   DFND 1,2 311,053 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 3,311 486,603 SH   DFND 1,2 486,603 0 0
CREE INC COM 225447101 1,594 28,185 SH   DFND 1,2 28,185 0 0
DOMINION RES INC VA NEW COM 25746U109 11,518 162,251 SH   DFND 1,2 162,251 0 0
DYNEGY INC NEW DEL COM 26817R108 1,307 52,415 SH   DFND 1,2 52,415 0 0
EDISON INTL COM 281020107 5,095 89,995 SH   DFND 1,2 89,995 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 2,227 300,938 SH   DFND 1,2 300,938 0 0
EXELON CORP COM 30161N101 8,412 250,668 SH   DFND 1,2 250,668 0 0
ITC HLDGS CORP COM 465685105 20,489 548,567 SH   DFND 1,2 548,567 0 0
LIHUA INTL INC COM 532352101 751 153,017 SH   DFND 1,2 153,017 0 0
MARKET VECTORS ETF TR VIETNAM ETF 57060U761 2,363 108,945 SH   DFND 1,2 108,945 0 0
NCR CORP NEW COM 62886E108 336 9,200 SH   DFND 1,2 9,200 0 0
NEXTERA ENERGY INC COM 65339F101 7,860 82,202 SH   DFND 1,2 82,202 0 0
NISOURCE INC COM 65473P105 9,814 276,210 SH   DFND 1,2 276,210 0 0
NRG ENERGY INC COM NEW 629377508 16,959 533,290 SH   DFND 1,2 533,290 0 0
NRG YIELD INC COM CL A 62942X108 21,929 554,747 SH   DFND 1,2 554,747 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,736 297,836 SH   DFND 1,2 297,836 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 6,413 236,372 SH   DFND 1,2 236,372 0 0
PEABODY ENERGY CORP COM 704549104 278 17,000 SH   DFND 1,2 17,000 0 0
REAL GOODS SOLAR INC CL A 75601N104 3,578 879,143 SH   DFND 1,2 879,143 0 0
RENESOLA LTD SPONS ADS 75971T103 148 46,000 SH   DFND 1,2 46,000 0 0
SEMPRA ENERGY COM 816851109 11,483 118,673 SH   DFND 1,2 118,673 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 4,231 243,425 SH   DFND 1,2 243,425 0 0
SUNCOKE ENERGY INC COM 86722A103 6,142 268,907 SH   DFND 1,2 268,907 0 0
SUNEDISON INC COM 86732Y109 4,505 239,139 SH   DFND 1,2 239,139 0 0
URS CORP NEW COM 903236107 1,460 31,024 SH   DFND 1,2 31,024 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 235 16,200 SH   DFND 1,2 16,200 0 0