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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   12,986,969 33,700 SH   SOLE N/A 0 0 33,700
AGREE RLTY CORP COM 008492100   1,530,795 22,300 SH   SOLE N/A 0 0 22,300
AIR PRODS & CHEMS INC COM 009158106   12,637,240 44,000 SH   SOLE N/A 0 0 44,000
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,064,800 8,474 SH   SOLE N/A 0 0 8,474
ALPHABET INC CAP STK CL A 02079K305   19,407,883 187,100 SH   SOLE N/A 0 0 187,100
AMAZON COM INC COM 023135106   9,285,771 89,900 SH   SOLE N/A 0 0 89,900
AMERESCO INC CL A 02361E108   3,937,600 80,000 SH   SOLE N/A 0 0 80,000
AMERICAN TOWER CORP NEW COM 03027X100   1,656,011 8,100 SH   SOLE N/A 0 0 8,100
AMERICAN WTR WKS CO INC NEW COM 030420103   5,127,150 35,000 SH   SOLE N/A 0 0 35,000
APTIV PLC SHS G6095L109   560,950 5,000 SH   SOLE N/A 0 0 5,000
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,844,400 130,000 SH   SOLE N/A 0 0 130,000
AT&T INC COM 00206R102   22,940,225 1,191,700 SH   SOLE N/A 0 0 1,191,700
BALLARD PWR SYS INC NEW COM 058586108   2,785,783 500,000 SH   SOLE N/A 0 0 500,000
BANK AMERICA CORP COM 060505104   8,605,740 300,900 SH   SOLE N/A 0 0 300,900
BANK NOVA SCOTIA HALIFAX COM 064149107   75,495,823 1,500,000 SH   SOLE N/A 0 0 1,500,000
BARINGS BDC INC COM 06759L103   4,877,683 614,000 SH   SOLE N/A 0 0 614,000
BEAM GLOBAL COM 07373B109   1,591,000 100,000 SH   SOLE N/A 0 0 100,000
BENCHMARK ELECTRS INC COM 08160H101   2,616,070 81,600 SH   SOLE N/A 0 0 81,600
BLACKROCK INC COM 09247X101   18,534,624 27,700 SH   SOLE N/A 0 0 27,700
BLOOM ENERGY CORP COM CL A 093712107   2,590,900 130,000 SH   SOLE N/A 0 0 130,000
BOSTON SCIENTIFIC CORP COM 101137107   11,757,050 235,000 SH   SOLE N/A 0 0 235,000
BRINKS CO COM 109696104   2,314,251 25,600 SH   SOLE N/A 0 0 25,600
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   9,539,848 291,475 SH   SOLE N/A 0 0 291,475
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   8,395,568 248,650 SH   SOLE N/A 0 0 248,650
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   5,036,577 160,000 SH   SOLE N/A 0 0 160,000
CAMDEN PPTY TR SH BEN INT 133131102   6,521,710 62,200 SH   SOLE N/A 0 0 62,200
CANADIAN NAT RES LTD COM 136385101   19,137,083 346,100 SH   SOLE N/A 0 0 346,100
CANADIAN NATL RY CO COM 136375102   14,949,576 126,800 SH   SOLE N/A 0 0 126,800
CANADIAN PAC RY LTD COM 13645T100   19,396,752 252,100 SH   SOLE N/A 0 0 252,100
CARTERS INC COM 146229109   1,858,990 19,100 SH   SOLE N/A 0 0 19,100
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   3,141,000 300,000 SH   SOLE N/A 0 0 300,000
CHENIERE ENERGY INC COM NEW 16411R208   11,914,560 75,600 SH   SOLE N/A 0 0 75,600
COCA COLA CONS INC COM 191098102   2,215,819 3,060 SH   SOLE N/A 0 0 3,060
CONSTELLATION ENERGY CORP COM 21037T109   3,532,500 45,000 SH   SOLE N/A 0 0 45,000
COSTCO WHSL CORP NEW COM 22160K105   10,831,766 21,800 SH   SOLE N/A 0 0 21,800
CROWN HLDGS INC COM 228368106   19,354,140 234,000 SH   SOLE N/A 0 0 234,000
CUBESMART COM 229663109   13,409,525 290,100 SH   SOLE N/A 0 0 290,100
DEERE & CO COM 244199105   19,694,376 47,700 SH   SOLE N/A 0 0 47,700
DIGITAL RLTY TR INC COM 253868103   1,868,857 19,000 SH   SOLE N/A 0 0 19,000
EDGEWELL PERS CARE CO COM 28035Q102   2,020,726 35,200 SH   SOLE N/A 0 0 35,200
ELECTRONIC ARTS INC COM 285512109   21,090,795 175,100 SH   SOLE N/A 0 0 175,100
ENPHASE ENERGY INC COM 29355A107   3,890,180 18,500 SH   SOLE N/A 0 0 18,500
ENVIVA INC COM 29415B103   3,465,600 120,000 SH   SOLE N/A 0 0 120,000
EQUINIX INC COM 29444U700   3,669,829 5,087 SH   SOLE N/A 0 0 5,087
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,993,031 33,200 SH   SOLE N/A 0 0 33,200
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   2,006,259 80,693 SH   SOLE N/A 0 0 80,693
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   3,579,840 72,000 SH   SOLE N/A 0 0 72,000
EXTRA SPACE STORAGE INC COM 30225T102   2,249,598 13,800 SH   SOLE N/A 0 0 13,800
FLUENCE ENERGY INC COM CL A 34379V103   2,531,250 125,000 SH   SOLE N/A 0 0 125,000
FREEPORT-MCMORAN INC CL B 35671D857   10,873,878 265,800 SH   SOLE N/A 0 0 265,800
GALLAGHER ARTHUR J & CO COM 363576109   9,584,631 50,100 SH   SOLE N/A 0 0 50,100
GOLUB CAP BDC INC COM 38173M102   2,292,826 169,000 SH   SOLE N/A 0 0 169,000
HAMILTON LANE INC CL A 407497106   222,055 3,000 SH   SOLE N/A 0 0 3,000
HANNON ARMSTRONG SUST INFR C COM 41068X100   4,290,000 150,000 SH   SOLE N/A 0 0 150,000
HELMERICH & PAYNE INC COM 423452101   1,253,054 25,900 SH   SOLE N/A 0 0 25,900
HYATT HOTELS CORP COM CL A 448579102   15,930,075 142,500 SH   SOLE N/A 0 0 142,500
INVITATION HOMES INC COM 46187W107   1,246,378 39,889 SH   SOLE N/A 0 0 39,889
ISHARES TR USD GRN BOND ETF 46435U440   941,812 20,000 SH   SOLE N/A 0 0 20,000
ITRON INC COM 465741106   3,604,250 65,000 SH   SOLE N/A 0 0 65,000
JABIL INC COM 466313103   3,758,168 31,500 SH   SOLE N/A 0 0 31,500
KITE RLTY GROUP TR COM NEW 49803T300   1,084,217 51,800 SH   SOLE N/A 0 0 51,800
KKR & CO INC COM 48251W104   210,189 4,000 SH   SOLE N/A 0 0 4,000
KKR REAL ESTATE FIN TR INC COM 48251K100   4,045,543 355,000 SH   SOLE N/A 0 0 355,000
LOWES COS INC COM 548661107   5,999,100 30,000 SH   SOLE N/A 0 0 30,000
MAGNA INTL INC COM 559222401   7,037,768 131,500 SH   SOLE N/A 0 0 131,500
MICROSOFT CORP COM 594918104   25,993,128 90,160 SH   SOLE N/A 0 0 90,160
NABORS INDUSTRIES LTD SHS G6359F137   1,352,843 8,200 SH   SOLE N/A 0 0 8,200
NETFLIX INC COM 64110L106   5,873,160 17,000 SH   SOLE N/A 0 0 17,000
NEXTERA ENERGY INC COM 65339F101   5,010,200 65,000 SH   SOLE N/A 0 0 65,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   4,556,250 75,000 SH   SOLE N/A 0 0 75,000
NUVEI CORPORATION SUB VTG SHS 67079A102   6,599,296 151,600 SH   SOLE N/A 0 0 151,600
NXP SEMICONDUCTORS N V COM N6596X109   12,176,818 65,300 SH   SOLE N/A 0 0 65,300
ORMAT TECHNOLOGIES INC COM 686688102   4,408,040 52,000 SH   SOLE N/A 0 0 52,000
PATTERSON COS INC COM 703395103   1,804,146 49,800 SH   SOLE N/A 0 0 49,800
PFIZER INC COM 717081103   13,031,520 319,400 SH   SOLE N/A 0 0 319,400
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107   669,947 54,000 SH   SOLE N/A 0 0 54,000
PLUG POWER INC COM NEW 72919P202   3,340,200 285,000 SH   SOLE N/A 0 0 285,000
PRECISION DRILLING CORP COM NEW 74022D407   1,111,200 16,000 SH   SOLE N/A 0 0 16,000
PROLOGIS INC. COM 74340W103   20,433,857 163,748 SH   SOLE N/A 0 0 163,748
RESIDEO TECHNOLOGIES INC COM 76118Y104   1,820,741 73,600 SH   SOLE N/A 0 0 73,600
REXFORD INDL RLTY INC COM 76169C100   2,680,805 44,919 SH   SOLE N/A 0 0 44,919
ROSS STORES INC COM 778296103   20,132,861 189,700 SH   SOLE N/A 0 0 189,700
ROYAL BK CDA SUSTAINABL COM 780087102   26,382,251 276,090 SH   SOLE N/A 0 0 276,090
S&P GLOBAL INC COM 78409V104   10,791,301 31,300 SH   SOLE N/A 0 0 31,300
SANMINA CORPORATION COM 801056102   3,227,227 39,100 SH   SOLE N/A 0 0 39,100
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,514,668 143,900 SH   SOLE N/A 0 0 143,900
SHELL PLC SPON ADS 780259305   24,604,104 427,600 SH   SOLE N/A 0 0 427,600
SILGAN HLDGS INC COM 827048109   3,261,159 44,900 SH   SOLE N/A 0 0 44,900
STANTEC INC COM 85472N109   6,226,871 106,600 SH   SOLE N/A 0 0 106,600
STEM INC COM 85859N102   2,835,000 500,000 SH   SOLE N/A 0 0 500,000
SUN CMNTYS INC COM 866674104   11,133,161 79,016 SH   SOLE N/A 0 0 79,016
SUNCOR ENERGY INC NEW COM 867224107   25,198,956 812,300 SH   SOLE N/A 0 0 812,300
SUNRUN INC COM 86771W105   4,735,250 235,000 SH   SOLE N/A 0 0 235,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,261,245 121,000 SH   DFND N/A 0 0 121,000
TC ENERGY CORP COM 87807B107   61,733,410 1,588,370 SH   SOLE N/A 0 0 1,588,370
TELUS CORPORATION COM 87971M103   13,944,618 703,000 SH   SOLE N/A 0 0 703,000
TELUS INTL CDA INC SUB VTG SHS 87975H100   6,584,949 326,137 SH   SOLE N/A 0 0 326,137
THERMO FISHER SCIENTIFIC INC COM 883556102   10,662,845 18,500 SH   SOLE N/A 0 0 18,500
TORONTO DOMINION BK ONT COM NEW 891160509   18,133,853 303,000 SH   SOLE N/A 0 0 303,000
TPI COMPOSITES INC COM 87266J104   3,784,500 290,000 SH   SOLE N/A 0 0 290,000
UDR INC COM 902653104   2,389,080 58,155 SH   SOLE N/A 0 0 58,155
UNION PAC CORP COM 907818108   16,463,068 81,800 SH   SOLE N/A 0 0 81,800
UNITEDHEALTH GROUP INC COM 91324P102   15,311,916 32,400 SH   SOLE N/A 0 0 32,400
VICI PPTYS INC COM 925652109   646,635 19,813 SH   SOLE N/A 0 0 19,813
VISA INC COM CL A 92826C839   27,844,310 123,500 SH   SOLE N/A 0 0 123,500
WALMART INC COM 931142103   28,369,380 192,400 SH   SOLE N/A 0 0 192,400
WASTE MGMT INC DEL COM 94106L109   5,139,855 31,500 SH   SOLE N/A 0 0 31,500
WELLTOWER INC COM 95040Q104   3,423,893 47,735 SH   SOLE N/A 0 0 47,735
WESCO INTL INC COM 95082P105   10,632,352 68,800 SH   SOLE N/A 0 0 68,800
XYLEM INC COM 98419M100   3,455,100 33,000 SH   SOLE N/A 0 0 33,000