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
ABB LTD SPONSORED ADR 000375204 2,424 114,595 SH   DFND 1,2 114,595 0 0
AMERESCO INC CL A 02361E108 1,769 252,651 SH   DFND 1,2 252,651 0 0
BUNGE LIMITED COM G16962105 1,707 18,780 SH   DFND 1,2 18,780 0 0
CAMECO CORP COM 13321L108 1,294 78,870 SH   DFND 1,2 78,870 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 4,195 411,724 SH   DFND 1,2 411,724 0 0
CONSOLIDATED EDISON INC COM 209115104 6,995 105,967 SH   DFND 1,2 105,967 0 0
COVANTA HLDG CORP COM 22282E102 1,770 80,440 SH   DFND 1,2 80,440 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 1,600 60,730 SH   DFND 1,2 60,730 0 0
DOMINION RES INC VA NEW COM 25746U109 10,942 142,290 SH   DFND 1,2 142,290 0 0
DYNEGY INC NEW DEL COM 26817R108 2,887 95,128 SH   DFND 1,2 95,128 0 0
EDISON INTL COM 281020107 7,275 111,104 SH   DFND 1,2 111,104 0 0
EL PASO ELEC CO COM NEW 283677854 2,692 67,194 SH   DFND 1,2 67,194 0 0
EXELON CORP COM 30161N101 7,919 213,564 SH   DFND 1,2 213,564 0 0
ITC HLDGS CORP COM 465685105 17,888 442,456 SH   DFND 1,2 442,456 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 6,138 311,407 SH   DFND 1,2 311,407 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 2,012 28,304 SH   DFND 1,2 28,304 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 2,421 165,498 SH   DFND 1,2 165,498 0 0
MARKET VECTORS ETF TR VIETNAM ETF 57060U761 1,818 94,603 SH   DFND 1,2 94,603 0 0
MASTEC INC COM 576323109 1,974 87,296 SH   DFND 1,2 87,296 0 0
MUELLER WTR PRODS INC COM SER A 624758108 370 36,144 SH   DFND 1,2 36,144 0 0
NEXTERA ENERGY INC COM 65339F101 8,202 77,165 SH   DFND 1,2 77,165 0 0
NRG YIELD INC COM CL A 62942X108 29,592 627,756 SH   DFND 1,2 627,756 0 0
OPOWER INC COM 68375Y109 1,874 131,698 SH   DFND 1,2 131,698 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 5,837 236,695 SH   DFND 1,2 236,695 0 0
PG&E CORP COM 69331C108 7,811 146,721 SH   DFND 1,2 146,721 0 0
PNM RES INC COM 69349H107 5,438 183,542 SH   DFND 1,2 183,542 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 2,160 57,096 SH   DFND 1,2 57,096 0 0
PPL CORP COM 69351T106 4,846 133,375 SH   DFND 1,2 133,375 0 0
SEMPRA ENERGY COM 816851109 9,901 88,910 SH   DFND 1,2 88,910 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 902 107,047 SH   DFND 1,2 107,047 0 0
SOLARCITY CORP COM 83416T100 2,641 49,383 SH   DFND 1,2 49,383 0 0