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
ADOBE INC COM 00724F101 39 79 SH   SOLE   79 0 0
ALCON AG ORD SHS H01301128 20 359 SH   SOLE   359 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 4,641,637 15,788,955 SH   SOLE   13,290,972 0 2,497,983
ALLETE INC COM NEW 018522300 2,150 41,547 SH   SOLE   41,547 0 0
ALLIANT ENERGY CORP COM 018802108 119,031 2,304,567 SH   SOLE   2,304,567 0 0
ALPHABET INC CAP STK CL A 02079K305 370,540 252,825 SH   SOLE   210,912 0 41,913
ALPHABET INC CAP STK CL C 02079K107 2,866,972 1,950,852 SH   SOLE   1,640,425 0 310,427
AMAZON COM INC COM 023135106 113 36 SH   SOLE   36 0 0
AMEREN CORP COM 023608102 18,238 230,621 SH   SOLE   230,621 0 0
AMERICAN ELECTRIC POWER CO COM 025537101 29,563 361,710 SH   SOLE   361,710 0 0
AMERICAN EXPRESS CO COM 025816109 50 498 SH   SOLE   498 0 0
AMERICAN STATES WATER CO COM 029899101 2,200 29,358 SH   SOLE   29,358 0 0
AMERICAN TOWER CORP COM 03027X100 168,606 697,497 SH   SOLE   697,497 0 0
AMERICAN WATER WORKS CO INC COM 030420103 264,576 1,826,170 SH   SOLE   1,826,170 0 0
ANALOG DEVICES INC COM 032654105 19 164 SH   SOLE   164 0 0
AON PLC SHS CL A G0403H108 55 269 SH   SOLE   269 0 0
APPLE INC COM 037833100 22 188 SH   SOLE   188 0 0
ATMOS ENERGY CORP COM 049560105 333,655 3,490,478 SH   SOLE   3,490,478 0 0
AUTODESK INC COM 052769106 19 84 SH   SOLE   84 0 0
AUTOMATIC DATA PROCESSING COM 053015103 17 124 SH   SOLE   124 0 0
AVANGRID INC COM 05351W103 11,854 234,910 SH   SOLE   234,910 0 0
AVISTA CORP COM 05379B107 1,917 56,190 SH   SOLE   56,190 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702 39 183 SH   SOLE   183 0 0
BLACK HILLS CORP COM 092113109 2,595 48,521 SH   SOLE   48,521 0 0
BOOKINGS HOLDINGS INC COM 09857L108 82 48 SH   SOLE   48 0 0
CALIFORNIA WATER SERVICES GROUP COM 130788102 1,647 37,905 SH   SOLE   37,905 0 0
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 55 766 SH   SOLE   766 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,167 938 SH   SOLE   938 0 0
CME GROUP INC COM 12572Q105 542 3,240 SH   SOLE   3,240 0 0
CMS ENERGY CORP COM 125896100 16,038 261,166 SH   SOLE   261,166 0 0
COCA-COLA COMPANY COM 191216100 72 1,466 SH   SOLE   1,466 0 0
COLGATE-PALMOLIVE CO COM 194162103 22 283 SH   SOLE   283 0 0
CONSOLIDATED EDISON INC COM 209115104 24,341 312,862 SH   SOLE   312,862 0 0
COSTCO WHOLESALE CORP COM 22160K105 24 67 SH   SOLE   67 0 0
CROWN CASTLE INTERNATIONAL CORP COM 22822V101 2,273,206 13,652,891 SH   SOLE   11,688,735 0 1,964,156
CSX CORP COM 126408103 219,282 2,823,247 SH   SOLE   2,823,247 0 0
DOMINION ENERGY INC COM 25746U109 29,597 374,980 SH   SOLE   374,980 0 0
DTE ENERGY CO COM 233331107 20,387 177,219 SH   SOLE   177,219 0 0
DUKE ENERGY CORP COM NEW 26441C204 30,713 346,802 SH   SOLE   346,802 0 0
ECOLAB INC COM 278865100 22 110 SH   SOLE   110 0 0
ENTERGY CORP COM 29364G103 17,875 181,412 SH   SOLE   181,412 0 0
ESSENTIAL UTILITIES INC COM 29670G102 8,770 217,894 SH   SOLE   217,894 0 0
ESTEE LAUDER CO CLASS A CL A 518439104 831,386 3,809,329 SH   SOLE   3,220,363 0 588,966
EVERGY INC COM 30034W106 127,200 2,502,954 SH   SOLE   2,502,954 0 0
EVERSOURCE ENERGY COM 30040W108 2,054,831 24,594,030 SH   SOLE   21,157,171 0 3,436,859
FACEBOOK INC-A CL A 30303M102 3,037,841 11,599,239 SH   SOLE   9,740,029 0 1,859,210
FIRSTENERGY CORP COM 337932107 14,397 501,475 SH   SOLE   501,475 0 0
HCA HEALTHCARE INC COM 40412C101 92 735 SH   SOLE   735 0 0
HOME DEPOT INC COM 437076102 81 291 SH   SOLE   291 0 0
IDACORP INC COM 451107106 3,545 44,373 SH   SOLE   44,373 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 1,176,057 11,754,690 SH   SOLE   9,809,012 0 1,945,678
INTUITIVE SURGICAL INC COM NEW 46120E602 24 34 SH   SOLE   34 0 0
MARSH & MCLENNAN COS INC COM 571748102 18 159 SH   SOLE   159 0 0
MASTERCARD INC CL A 57636Q104 1,356,404 4,011,013 SH   SOLE   3,347,578 0 663,435
MCDONALDS CORP COM 580135101 1,261,716 5,748,397 SH   SOLE   4,799,501 0 948,896
MGE ENERGY INC COM 55277P104 1,668 26,614 SH   SOLE   26,614 0 0
MICROSOFT CORP COM 594918104 3,852,503 18,316,470 SH   SOLE   15,396,755 0 2,919,715
MONDELEZ INTL CL A 609207105 35 604 SH   SOLE   604 0 0
MOODY'S CORP COM 615369105 38 131 SH   SOLE   131 0 0
MSCI INC COM 55354G100 26 72 SH   SOLE   72 0 0
NETFLIX INC COM 64110L106 1,654,518 3,308,837 SH   SOLE   2,786,323 0 522,514
NIKE INC CL B 654106103 157 1,251 SH   SOLE   1,251 0 0
NISOURCE INC COM 65473P105 7,654 347,922 SH   SOLE   347,922 0 0
NORFOLK SOUTHERN CORP COM 655844108 20 95 SH   SOLE   95 0 0
NORTHWEST NATURAL HOLDING CO COM 66765N105 1,030 22,702 SH   SOLE   22,702 0 0
NORTHWESTERN CORP COM NEW 668074305 1,889 38,834 SH   SOLE   38,834 0 0
ONE GAS INC COM 68235P108 2,897 41,973 SH   SOLE   41,973 0 0
PAYPAL HOLDINGS INC COM 70450Y103 18 93 SH   SOLE   93 0 0
PEPSICO INC COM 713448108 1,467,411 10,587,378 SH   SOLE   8,818,464 0 1,768,914
PINNACLE WEST CAPITAL CORP COM 723484101 7,547 101,229 SH   SOLE   101,229 0 0
PNM RESOURCES INC COM 69349H107 2,587 62,593 SH   SOLE   62,593 0 0
PORTLAND GENERAL ELECTRIC CO COM NEW 736508847 2,553 71,928 SH   SOLE   71,928 0 0
PPL CORPORATION COM 69351T106 19,024 699,147 SH   SOLE   699,147 0 0
PROCTER & GAMBLE COM 742718109 78 559 SH   SOLE   559 0 0
ROCKWELL AUTOMATION INC COM 773903109 27 122 SH   SOLE   122 0 0
S&P GLOBAL INC COM 78409V104 52 145 SH   SOLE   145 0 0
SALESFORCE.COM INC COM 79466L302 103 409 SH   SOLE   409 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 30,559 95,954 SH   SOLE   95,954 0 0
SEMPRA ENERGY COM 816851109 303,985 2,568,309 SH   SOLE   2,568,309 0 0
SERVICENOW INC COM 81762P102 22 46 SH   SOLE   46 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 23 33 SH   SOLE   33 0 0
SJW GROUP COM 784305104 1,230 20,207 SH   SOLE   20,207 0 0
SOUTH JERSEY INDUSTRIES INC COM 838518108 1,365 70,856 SH   SOLE   70,856 0 0
SOUTHERN CO COM 842587107 28,362 523,096 SH   SOLE   523,096 0 0
SPIRE INCORPORATION COM 84857L101 2,096 39,402 SH   SOLE   39,402 0 0
STARBUCKS CORP COM 855244109 2,543,789 29,606,483 SH   SOLE   24,813,416 0 4,793,067
STRYKER CORP COM 863667101 19 93 SH   SOLE   93 0 0
TEXAS INSTRUMENTS INC COM 882508104 25 172 SH   SOLE   172 0 0
UNION PACIFIC CORP COM 907818108 158,075 802,940 SH   SOLE   802,940 0 0
US BANCORP COM NEW 902973304 69 1,934 SH   SOLE   1,934 0 0
VAIL RESORTS INC COM 91879Q109 20 94 SH   SOLE   94 0 0
VERISK ANALYTICS INC COM 92345Y106 24 130 SH   SOLE   130 0 0
VISA INC COM CL A 92826C839 1,895,273 9,477,786 SH   SOLE   7,957,348 0 1,520,438
WAL-MART STORES INC COM 931142103 733 5,241 SH   SOLE   5,241 0 0
WEC ENERGY GROUP INC COM 92939U106 2,124,976 21,929,574 SH   SOLE   18,675,196 0 3,254,378
XCEL ENERGY INC COM 98389B100 2,263,997 32,806,800 SH   SOLE   28,051,678 0 4,755,122
YUM BRANDS INC COM 988498101 1,479,374 16,203,435 SH   SOLE   13,533,506 0 2,669,929
YUM CHINA HOLDING INC COM 98850P109 27 509 SH   SOLE   509 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 35 256 SH   SOLE   256 0 0