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 6,744 90,810 SH   SOLE   90,810 0 0
BAIDU INC SPON ADR REP A 056752108 39,281 205,790 SH   SOLE   177,466 0 28,324
CROWN CASTLE INTL CORP NEW COM 22822V101 27,140 313,758 SH   SOLE   313,758 0 0
CMS ENERGY CORP COM 125896100 11,069 260,816 SH   SOLE   260,816 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 24,889 1,386,575 SH   SOLE   1,386,575 0 0
INFOSYS LTD SPONSORED ADR 456788108 16,778 882,124 SH   SOLE 1 501,847 0 380,277
ITC HLDGS CORP COM 465685105 11,816 271,193 SH   SOLE   271,193 0 0
51JOB INC SP ADR REP COM 316827104 14,012 451,697 SH   SOLE   331,421 0 120,276
NETEASE INC SPONSORED ADR 64110W102 19,677 137,046 SH   SOLE   137,046 0 0
SPECTRA ENERGY CORP COM 847560109 15,753 514,800 SH   SOLE   514,800 0 0
SJW CORP COM 784305104 11,555 317,885 SH   SOLE   317,885 0 0
QUESTAR CORP COM 748356102 6,855 276,397 SH   SOLE   276,397 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 16,030 611,838 SH   SOLE 1 429,204 0 182,634
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 23,525 1,595,983 SH   SOLE   1,595,983 0 0
ISHARES TR MSCI INDIA ETF 46429B598 18,961 699,151 SH   SOLE   699,151 0 0
AMEREN CORP COM 023608102 8,816 175,965 SH   SOLE   175,965 0 0
PG&E CORP COM 69331C108 21,094 353,212 SH   SOLE   353,212 0 0
SEMPRA ENERGY COM 816851109 6,899 66,300 SH   SOLE   66,300 0 0