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
ADVANCED DISP SVCS INC DEL COM 00790X101 17,796 787,424 SH   DFND 1,2 787,424 0 0
AECOM COM 00766T100 6,727 189,008 SH   DFND 1,2 189,008 0 0
AEGION CORP COM 00770F104 4,190 182,891 SH   DFND 1,2 182,891 0 0
AES CORP COM 00130H105 12,205 1,091,669 SH   DFND 1,2 1,091,669 0 0
ALBEMARLE CORP COM 012653101 8,674 82,107 SH   DFND 1,2 82,107 0 0
ATLANTICA YIELD PLC SHS G0751N103 17,365 828,490 SH   DFND 1,2 828,490 0 0
AVANGRID INC COM 05351W103 31,709 741,901 SH   DFND 1,2 741,901 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 198 60,166 SH   DFND 1,2 60,166 0 0
COSAN LTD SHS A G25343107 5,524 646,806 SH   DFND 1,2 646,806 0 0
DOMINION RES INC VA NEW COM 25746U109 384 4,947 SH   DFND 1,2 4,947 0 0
DYCOM INDS INC COM 267475101 13,772 148,165 SH   DFND 1,2 148,165 0 0
DYNEGY INC NEW DEL COM 26817R108 3,862 491,410 SH   DFND 1,2 491,410 0 0
ENPHASE ENERGY INC COM 29355A107 5,105 3,726,342 SH   DFND 1,2 3,726,342 0 0
EXELON CORP COM 30161N101 20,710 575,597 SH   DFND 1,2 575,597 0 0
FORTERRA INC COM 34960W106 5,922 303,682 SH   DFND 1,2 303,682 0 0
GLOBAL X FDS GLBX MSCI COLUM 37950E200 627 66,059 SH   DFND 1,2 66,059 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 28,183 1,009,075 SH   DFND 1,2 1,009,075 0 0
GREAT PLAINS ENERGY INC COM 391164100 31,068 1,063,257 SH   DFND 1,2 1,063,257 0 0
IDEAL PWR INC COM 451622104 88 26,959 SH   DFND 1,2 26,959 0 0
MUELLER WTR PRODS INC COM SER A 624758108 2,962 250,626 SH   DFND 1,2 250,626 0 0
NEXTERA ENERGY INC COM 65339F101 35,511 276,633 SH   DFND 1,2 276,633 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 379 11,431 SH   DFND 1,2 11,431 0 0
NRG ENERGY INC COM NEW 629377508 336 17,956 SH   DFND 1,2 17,956 0 0
NRG YIELD INC CL A NEW 62942X306 204 11,721 SH   DFND 1,2 11,721 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 15,886 292,991 SH   DFND 1,2 292,991 0 0
PG&E CORP COM 69331C108 232 3,498 SH   DFND 1,2 3,498 0 0
REV GROUP INC COM 749527107 6,418 232,774 SH   DFND 1,2 232,774 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 6,593 583,948 SH   DFND 1,2 583,948 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,717 108,146 SH   DFND 1,2 108,146 0 0
SPARK ENERGY INC CL A COM 846511103 8,301 259,822 SH   DFND 1,2 259,822 0 0
TETRA TECH INC NEW COM 88162G103 5,898 144,391 SH   DFND 1,2 144,391 0 0
TPI COMPOSITES INC COM 87266J104 3,517 184,987 SH   DFND 1,2 184,987 0 0
TRIUMPH GROUP INC NEW COM 896818101 4,494 174,531 SH   DFND 1,2 174,531 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,389 74,203 SH   DFND 1,2 74,203 0 0
XYLEM INC COM 98419M100 6,408 127,601 SH   DFND 1,2 127,601 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 18,966 781,145 SH   DFND 1,2 781,145 0 0