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 | 16,116 | 675,449 | SH | DFND | 1,2,3 | 675,449 | 0 | 0 | |
| AECOM | COM | 00766T100 | 14,369 | 382,353 | SH | DFND | 1,2,3 | 382,353 | 0 | 0 | |
| AES CORP | COM | 00130H105 | 100,569 | 6,940,553 | SH | DFND | 1,2,3 | 6,940,553 | 0 | 0 | |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 43,803 | 15,209,261 | SH | DFND | 1,2,3 | 15,209,261 | 0 | 0 | |
| CLEARWAY ENERGY INC | CL C | 18539C204 | 19,225 | 833,676 | SH | DFND | 1,2,3 | 833,676 | 0 | 0 | |
| COHERENT INC | COM | 192479103 | 19,500 | 148,874 | SH | DFND | 1,2,3 | 148,874 | 0 | 0 | |
| COVANTA HLDG CORP | COM | 22282E102 | 19,940 | 2,079,208 | SH | DFND | 1,2,3 | 2,079,208 | 0 | 0 | |
| DAQO NEW ENERGY CORP | SPNSRD ADR NEW | 23703Q203 | 15,687 | 211,306 | SH | DFND | 1,2,3 | 211,306 | 0 | 0 | |
| DUPONT DE NEMOURS INC | COM | 26614N102 | 16,332 | 307,404 | SH | DFND | 1,2,3 | 307,404 | 0 | 0 | |
| EDISON INTL | COM | 281020107 | 22,593 | 415,993 | SH | DFND | 1,2,3 | 415,993 | 0 | 0 | |
| ENPHASE ENERGY INC | COM | 29355A107 | 74,402 | 1,564,053 | SH | DFND | 1,2,3 | 1,564,053 | 0 | 0 | |
| F M C CORP | COM NEW | 302491303 | 8,444 | 84,759 | SH | DFND | 1,2,3 | 84,759 | 0 | 0 | |
| FLUOR CORP NEW | COM | 343412102 | 12,030 | 995,836 | SH | DFND | 1,2,3 | 995,836 | 0 | 0 | |
| FORTERRA INC | COM | 34960W106 | 37,254 | 3,338,207 | SH | DFND | 1,2,3 | 3,338,207 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 7,723 | 415,640 | SH | DFND | 1,2,3 | 415,640 | 0 | 0 | |
| GOLAR LNG LTD | SHS | G9456A100 | 20,650 | 2,852,198 | SH | DFND | 1,2,3 | 2,852,198 | 0 | 0 | |
| H & E EQUIPMENT SERVICES INC | COM | 404030108 | 3,352 | 181,400 | SH | DFND | 1,2,3 | 181,400 | 0 | 0 | |
| HERC HLDGS INC | COM | 42704L104 | 15,744 | 512,338 | SH | DFND | 1,2,3 | 512,338 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,707 | 119,605 | SH | DFND | 1,2,3 | 119,605 | 0 | 0 | |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 49,999 | 975,023 | SH | DFND | 1,2,3 | 975,023 | 0 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 69,808 | 9,042,528 | SH | DFND | 1,2,3 | 9,042,528 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 58,427 | 6,586,994 | SH | DFND | 1,2,3 | 6,586,994 | 0 | 0 | |
| PINNACLE WEST CAP CORP | COM | 723484101 | 55,107 | 751,909 | SH | DFND | 1,2,3 | 751,909 | 0 | 0 | |
| PPL CORP | COM | 69351T106 | 48,423 | 1,873,945 | SH | DFND | 1,2,3 | 1,873,945 | 0 | 0 | |
| QUANTA SVCS INC | COM | 74762E102 | 27,530 | 701,754 | SH | DFND | 1,2,3 | 701,754 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 9,728 | 604,975 | SH | DFND | 1,2,3 | 604,975 | 0 | 0 | |
| SUNRUN INC | COM | 86771W105 | 10,024 | 508,334 | SH | DFND | 1,2,3 | 508,334 | 0 | 0 | |
| TPI COMPOSITES INC | COM | 87266J104 | 10,861 | 464,753 | SH | DFND | 1,2,3 | 464,753 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 16,029 | 107,547 | SH | DFND | 1,2,3 | 107,547 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 37,371 | 322,582 | SH | DFND | 1,2,3 | 322,582 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 26,841 | 347,462 | SH | DFND | 1,2,3 | 347,462 | 0 | 0 | |