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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,733,817 14,057,059 SH   SOLE 11,844,613 0 2,212,446
ALLETE INC COM NEW 018522300 2,479 40,846 SH   SOLE 40,846 0 0
ALLIANT ENERGY CORP COM 018802108 9,043 187,273 SH   SOLE 187,273 0 0
ALPHABET INC CAP STK CL A 02079K305 282,017 242,710 SH   SOLE 201,543 0 41,167
ALPHABET INC CAP STK CL C 02079K107 2,254,225 1,938,601 SH   SOLE 1,633,641 0 304,960
AMAZON COM INC COM 023135106 78 40 SH   SOLE 40 0 0
AMER STATES WTR CO COM 029899101 2,368 28,967 SH   SOLE 28,967 0 0
AMEREN CORP COM 023608102 13,701 188,120 SH   SOLE 188,120 0 0
AMERICAN ELEC PWR CO INC COM 025537101 20,065 250,871 SH   SOLE 250,871 0 0
AMERICAN EXPRESS CO COM 025816109 38 439 SH   SOLE 439 0 0
AMERICAN TOWER CORP NEW COM 03027X100 21,661 99,476 SH   SOLE 99,476 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 192,832 1,612,846 SH   SOLE 1,612,846 0 0
AON PLC SHS CL A G0408V102 27 161 SH   SOLE 161 0 0
APPLE INC COM 037833100 283 1,113 SH   SOLE 1,113 0 0
ATMOS ENERGY CORP COM 049560105 365,694 3,685,320 SH   SOLE 3,685,320 0 0
AVANGRID INC COM 05351W103 8,603 196,495 SH   SOLE 196,495 0 0
AVISTA CORP COM 05379B107 2,355 55,422 SH   SOLE 55,422 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33 183 SH   SOLE 183 0 0
BLACK HILLS CORP COM 092113109 3,062 47,817 SH   SOLE 47,817 0 0
BOOKING HLDGS INC COM 09857L108 58 43 SH   SOLE 43 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,907 37,905 SH   SOLE 37,905 0 0
CAPITAL ONE FINL CORP COM 14040H105 30 590 SH   SOLE 590 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 611 934 SH   SOLE 934 0 0
CME GROUP INC COM 12572Q105 22,991 132,963 SH   SOLE 132,963 0 0
CMS ENERGY CORP COM 125896100 12,921 219,927 SH   SOLE 219,927 0 0
COCA COLA CO COM 191216100 286 6,474 SH   SOLE 6,474 0 0
CONSOLIDATED EDISON INC COM 209115104 19,556 250,717 SH   SOLE 250,717 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,851,232 12,820,166 SH   SOLE 11,001,446 0 1,818,720
CSX CORP COM 126408103 99,682 1,739,646 SH   SOLE 1,739,646 0 0
DOMINION ENERGY INC COM 25746U109 20,205 279,891 SH   SOLE 279,891 0 0
DTE ENERGY CO COM 233331107 14,054 147,987 SH   SOLE 147,987 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 21,976 271,717 SH   SOLE 271,717 0 0
EL PASO ELEC CO COM NEW 283677854 2,096 30,838 SH   SOLE 30,838 0 0
ENTERGY CORP NEW COM 29364G103 14,635 155,746 SH   SOLE 155,746 0 0
ESSENTIAL UTILS INC COM 29670G102 7,137 175,364 SH   SOLE 175,364 0 0
EVERGY INC COM 30034W106 9,729 176,725 SH   SOLE 176,725 0 0
EVERSOURCE ENERGY COM 30040W108 1,224,409 15,655,404 SH   SOLE 13,611,818 0 2,043,586
FACEBOOK INC CL A 30303M102 2,384,137 14,293,385 SH   SOLE 12,022,826 0 2,270,559
FIRSTENERGY CORP COM 337932107 173,181 4,321,951 SH   SOLE 4,321,951 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 42 1,280 SH   SOLE 1,280 0 0
HCA HEALTHCARE INC COM 40412C101 913,470 10,166,616 SH   SOLE 8,487,752 0 1,678,864
HOME DEPOT INC COM 437076102 37 196 SH   SOLE 196 0 0
IDACORP INC COM 451107106 3,390 38,618 SH   SOLE 38,618 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 82 1,013 SH   SOLE 1,013 0 0
KRAFT HEINZ CO COM 500754106 42 1,707 SH   SOLE 1,707 0 0
LAUDER ESTEE COS INC CL A 518439104 1,168,180 7,331,369 SH   SOLE 6,195,637 0 1,135,732
MASTERCARD INC CL A 57636Q104 1,257,345 5,205,104 SH   SOLE 4,353,338 0 851,766
MCDONALDS CORP COM 580135101 940,974 5,690,799 SH   SOLE 4,758,891 0 931,908
MGE ENERGY INC COM 55277P104 1,742 26,614 SH   SOLE 26,614 0 0
MICROSOFT CORP COM 594918104 3,246,996 20,588,399 SH   SOLE 17,335,319 0 3,253,080
MONDELEZ INTL INC CL A 609207105 412 8,219 SH   SOLE 8,219 0 0
NIKE INC CL B 654106103 125 1,511 SH   SOLE 1,511 0 0
NISOURCE INC COM 65473P105 7,362 294,834 SH   SOLE 294,834 0 0
NORTHWEST NAT HLDG CO COM 66765N105 1,402 22,702 SH   SOLE 22,702 0 0
NORTHWESTERN CORP COM NEW 668074305 2,294 38,347 SH   SOLE 38,347 0 0
ONE GAS INC COM 68235P108 3,457 41,338 SH   SOLE 41,338 0 0
PEPSICO INC COM 713448108 1,059,031 8,817,911 SH   SOLE 7,346,553 0 1,471,358
PINNACLE WEST CAP CORP COM 723484101 6,666 87,960 SH   SOLE 87,960 0 0
PNM RES INC COM 69349H107 2,341 61,614 SH   SOLE 61,614 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 3,395 70,822 SH   SOLE 70,822 0 0
PPL CORP COM 69351T106 14,936 605,169 SH   SOLE 605,169 0 0
PROCTER & GAMBLE CO COM 742718109 29 262 SH   SOLE 262 0 0
S&P GLOBAL INC COM 78409V104 12 49 SH   SOLE 49 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 21,982 81,424 SH   SOLE 81,424 0 0
SEMPRA ENERGY COM 816851109 229,334 2,029,680 SH   SOLE 2,029,680 0 0
SJW GROUP COM 784305104 1,167 20,207 SH   SOLE 20,207 0 0
SOUTH JERSEY INDS INC COM 838518108 1,771 70,856 SH   SOLE 70,856 0 0
SOUTHERN CO COM 842587107 21,197 391,526 SH   SOLE 391,526 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 2,775 39,895 SH   SOLE 39,895 0 0
SPIRE INC COM 84857L101 2,889 38,785 SH   SOLE 38,785 0 0
STARBUCKS CORP COM 855244109 2,070,804 31,499,903 SH   SOLE 26,281,469 0 5,218,434
UNION PAC CORP COM 907818108 147,197 1,043,653 SH   SOLE 1,043,653 0 0
US BANCORP DEL COM NEW 902973304 27 791 SH   SOLE 791 0 0
VISA INC COM CL A 92826C839 1,842,342 11,434,598 SH   SOLE 9,625,713 0 1,808,885
WALMART INC COM 931142103 416 3,664 SH   SOLE 3,664 0 0
WEC ENERGY GROUP INC COM 92939U106 1,231,135 13,969,539 SH   SOLE 11,951,626 0 2,017,913
XCEL ENERGY INC COM 98389B100 1,826,408 30,288,696 SH   SOLE 25,946,608 0 4,342,088
YUM BRANDS INC COM 988498101 1,222,114 17,833,265 SH   SOLE 14,889,509 0 2,943,756