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
ATMOS ENERGY CORP COM 049560105 9,652 174,543 SH   SOLE   174,543 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,023 55,766 SH   SOLE   55,766 0 0
BAIDU INC SPON ADR REP A 056752108 19,230 92,274 SH   SOLE   80,322 0 11,952
CROWN CASTLE INTL CORP NEW COM 22822V101 18,414 223,093 SH   SOLE   223,093 0 0
CMS ENERGY CORP COM 125896100 11,107 318,163 SH   SOLE   318,163 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 12,420 341,404 SH   SOLE   341,404 0 0
INFOSYS LTD SPONSORED ADR 456788108 21,535 613,874 SH   SOLE 1 334,412 0 279,462
ITC HLDGS CORP COM 465685105 12,810 342,228 SH   SOLE   342,228 0 0
51JOB INC SP ADR REP COM 316827104 7,351 227,838 SH   SOLE   129,545 0 98,293
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 16,281 595,283 SH   SOLE 1 373,115 0 222,168
NETEASE INC SPONSORED ADR 64110W102 12,671 120,330 SH   SOLE   120,330 0 0
ONE GAS INC COM 68235P108 13,025 301,306 SH   SOLE   301,306 0 0
SPECTRA ENERGY CORP COM 847560109 14,808 409,395 SH   SOLE   409,395 0 0
SJW CORP COM 784305104 7,409 239,701 SH   SOLE   239,701 0 0
QUESTAR CORP COM 748356102 3,189 133,650 SH   SOLE   133,650 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 11,398 485,442 SH   SOLE   371,046 0 114,396
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 6,941 431,100 SH   SOLE   431,100 0 0
ISHARES TR MSCI INDIA ETF 46429B598 22,362 699,151 SH   SOLE   699,151 0 0