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

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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
AES CORP COM 00130H105 8,123 750,000 SH   OTR 1 750,000 0 0
ALLIANT ENERGY CORP COM 018802108 7,943 186,404 SH   OTR 1 186,404 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 18,995 207,622 SH   OTR 1 207,622 0 0
BLACK HILLS CORP COM 092113109 9,336 155,307 SH   OTR 1 155,307 0 0
CHESAPEAKE UTILS CORP COM 165303108 2,710 34,502 SH   OTR 1 34,502 0 0
CMS ENERGY CORP COM 125896100 7,939 167,845 SH   OTR 1 167,845 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 10,405 123,702 SH   OTR 1 123,702 0 0
DYNEGY INC NEW DEL COM 26817R108 6,022 508,174 SH   OTR 1 508,174 0 0
ENTERGY CORP NEW COM 29364G103 15,430 189,587 SH   OTR 1 189,587 0 0
EQT CORP COM 26884L109 5,135 90,215 SH   OTR 1 90,215 0 0
EXELON CORP COM 30161N101 12,713 322,592 SH   OTR 1 322,592 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 3,202 107,409 SH   OTR 1 107,409 0 0
GREAT PLAINS ENERGY INC COM 391164100 13,586 421,409 SH   OTR 1 421,409 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 2,600 71,920 SH   OTR 1 71,920 0 0
INFRAREIT INC COM 45685L100 2,531 136,245 SH   OTR 1 136,245 0 0
NEW JERSEY RES COM 646025106 11,868 295,213 SH   OTR 1 295,213 0 0
NISOURCE INC COM 65473P105 7,701 300,000 SH   OTR 1 300,000 0 0
NRG ENERGY INC COM NEW 629377508 26,756 939,477 SH   OTR 1 939,477 0 0
NRG YIELD INC CL C 62942X405 7,885 417,209 SH   OTR 1 417,209 0 0
PG&E CORP COM 69331C108 6,407 142,927 SH   OTR 1 142,927 0 0
PINNACLE WEST CAP CORP COM 723484101 7,719 90,625 SH   OTR 1 90,625 0 0
PPL CORP COM 69351T106 9,749 315,000 SH   OTR 1 315,000 0 0
SCANA CORP NEW COM 80589M102 5,681 142,821 SH   OTR 1 142,821 0 0
SEMGROUP CORP CL A 81663A105 3,020 100,000 SH   OTR 1 100,000 0 0
SOUTHERN CO COM 842587107 7,710 160,320 SH   OTR 1 160,320 0 0
SPARK ENERGY INC CL A COM 846511103 291 23,446 SH   OTR 1 23,446 0 0
TPI COMPOSITES INC COM 87266J104 4,668 228,136 SH   OTR 1 228,136 0 0
UGI CORP NEW COM 902681105 11,527 245,516 SH   OTR 1 245,516 0 0
VECTREN CORP COM 92240G101 13,317 204,820 SH   OTR 1 204,820 0 0