The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 4,692 | 338,558 | SH | DFND | 1,2,3 | 338,558 | 0 | 0 | |
| AECOM | COM | 00766T100 | 3,568 | 119,525 | SH | DFND | 1,2,3 | 119,525 | 0 | 0 | |
| AES CORP | COM | 00130H105 | 40,448 | 2,974,127 | SH | DFND | 1,2,3 | 2,974,127 | 0 | 0 | |
| AVANGRID INC | COM | 05351W103 | 14,415 | 329,268 | SH | DFND | 1,2,3 | 329,268 | 0 | 0 | |
| CATERPILLAR INC DEL | COM | 149123101 | 10,177 | 87,700 | SH | DFND | 1,2,3 | 87,700 | 0 | 0 | |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 59,145 | 731,267 | SH | DFND | 1,2,3 | 731,267 | 0 | 0 | |
| ENPHASE ENERGY INC | COM | 29355A107 | 16,357 | 506,577 | SH | DFND | 1,2,3 | 506,577 | 0 | 0 | |
| F M C CORP | COM NEW | 302491303 | 10,873 | 133,105 | SH | DFND | 1,2,3 | 133,105 | 0 | 0 | |
| FIRSTENERGY CORP | COM | 337932107 | 13,314 | 332,261 | SH | DFND | 1,2,3 | 332,261 | 0 | 0 | |
| FORTERRA INC | COM | 34960W106 | 16,316 | 2,728,415 | SH | DFND | 1,2,3 | 2,728,415 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 20,250 | 3,000,000 | SH | Call | DFND | 1,2,3 | 3,000,000 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 10,190 | 53,851 | SH | DFND | 1,2,3 | 53,851 | 0 | 0 | |
| MASTEC INC | COM | 576323109 | 1,731 | 52,874 | SH | DFND | 1,2,3 | 52,874 | 0 | 0 | |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 29,368 | 682,987 | SH | DFND | 1,2,3 | 682,987 | 0 | 0 | |
| PINNACLE WEST CAP CORP | COM | 723484101 | 38,406 | 506,741 | SH | DFND | 1,2,3 | 506,741 | 0 | 0 | |
| PPL CORP | COM | 69351T106 | 29,266 | 1,185,826 | SH | DFND | 1,2,3 | 1,185,826 | 0 | 0 | |
| QUANTA SVCS INC | COM | 74762E102 | 19,754 | 622,579 | SH | DFND | 1,2,3 | 622,579 | 0 | 0 | |
| TETRA TECH INC NEW | COM | 88162G103 | 2,271 | 32,157 | SH | DFND | 1,2,3 | 32,157 | 0 | 0 | |
| TPI COMPOSITES INC | COM | 87266J104 | 4,374 | 295,947 | SH | DFND | 1,2,3 | 295,947 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 20,655 | 200,733 | SH | DFND | 1,2,3 | 200,733 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 16,348 | 151,276 | SH | DFND | 1,2,3 | 151,276 | 0 | 0 | |