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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
AMEREN CORP COM 023608102 2,019 34,900 SH   SOLE 2 & 3 34,900 0 0
ATMOS ENERGY CORP COM 049560105 22,354 266,627 SH   SOLE 2 & 3 185,020 0 81,607
BAIDU INC SPON ADR REP A 056752108 101,002 407,777 SH   SOLE 1 364,753 0 43,024
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 76,337 5,193,027 SH   SOLE 2 & 3 3,445,648 0 1,747,379
CROWN CASTLE INTL CORP NEW COM 22822V101 114,898 1,149,209 SH   SOLE 2 & 3 800,110 0 349,099
CMS ENERGY CORP COM 125896100 62,064 1,339,902 SH   SOLE 2 & 3 931,779 0 408,123
Enbridge Energy Partners COM 29250R106 27,357 1,711,931 SH   SOLE 3 0 0 1,711,931
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 54,336 3,514,600 SH   SOLE 2 3,514,600 0 0
ISHARES TR MSCI INDIA ETF 46429B598 56,797 1,728,981 SH   SOLE   1,728,981 0 0
INFOSYS LTD SPONSORED ADR 456788108 34,973 2,397,066 SH   SOLE 1 1,774,919 0 622,147
51JOB INC SP ADR REP COM 316827104 25,548 421,516 SH   SOLE   369,236 0 52,280
KINDER MORGAN INC DEL COM 49456B101 88,571 4,617,876 SH   SOLE 2 & 3 3,247,834 0 1,370,042
NISOURCE INC COM 65473P105 64,510 2,520,904 SH   SOLE 3 1,727,903 0 793,001
NETEASE INC SPONSORED ADR 64110W102 28,770 109,055 SH   SOLE   109,055 0 0
PG&E CORP COM 69331C108 75,990 1,116,017 SH   SOLE 2 & 3 784,664 0 331,353
SEMPRA ENERGY COM 816851109 76,372 669,165 SH   SOLE 2 & 3 475,620 0 193,545
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 20,067 534,399 SH   SOLE   466,786 0 67,613
ISHARES INC MSCI TAIWAN ETF 46434G772 65,698 1,819,881 SH   SOLE   1,819,881 0 0
WILLIAMS COS INC DEL COM 969457100 8,052 268,300 SH   SOLE   268,300 0 0