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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5BP5 16,478,963 33,700 SH   SOLE N/A 0 0 33,700
AGREE RLTY CORP COM 008492100 BBG000BC9H21 1,693,601 25,900 SH   SOLE N/A 0 0 25,900
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 13,179,320 44,000 SH   SOLE N/A 0 0 44,000
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC3621 653,929 5,762 SH   SOLE N/A 0 0 5,762
ALPHABET INC CAP STK CL A 02079K305 BBG009S4MT03 22,395,870 187,100 SH   SOLE N/A 0 0 187,100
AMAZON COM INC COM 023135106 BBG000BVQ4Z3 6,518,000 50,000 SH   SOLE N/A 0 0 50,000
AMERESCO INC CL A 02361E108 BBG000BD1SQ7 3,890,400 80,000 SH   SOLE N/A 0 0 80,000
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9Y214 1,589,532 8,196 SH   SOLE N/A 0 0 8,196
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ3B9 5,139,000 36,000 SH   SOLE N/A 0 0 36,000
AMERICOLD REALTY TRUST INC COM 03064D108 BBG000QF08N4 519,998 16,099 SH   SOLE N/A 0 0 16,099
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG00XK4JQH0 2,599,000 115,000 SH   SOLE N/A 0 0 115,000
AT&T INC COM 00206R102 BBG000BSJLV4 21,416,065 1,342,700 SH   SOLE N/A 0 0 1,342,700
BALLARD PWR SYS INC NEW COM 058586108 BBG000BBJBD3 2,124,622 485,000 SH   SOLE N/A 0 0 485,000
BANK NOVA SCOTIA HALIFAX COM 064149107 BBG000BXSYK7 125,151,057 2,500,000 SH   SOLE N/A 0 0 2,500,000
BARINGS BDC INC COM 06759L103 BBG000F54HY2 4,813,760 614,000 SH   SOLE N/A 0 0 614,000
BEAM GLOBAL COM 07373B109 BBG000BBJNN6 1,035,000 100,000 SH   SOLE N/A 0 0 100,000
BENCHMARK ELECTRS INC COM 08160H101 BBG000C4K040 2,790,632 81,600 SH   SOLE N/A 0 0 81,600
BLACKROCK INC COM 09247X101 BBG000C2PYL6 19,144,578 27,700 SH   SOLE N/A 0 0 27,700
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 3,024,750 185,000 SH   SOLE N/A 0 0 185,000
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 12,711,150 235,000 SH   SOLE N/A 0 0 235,000
BRINKS CO COM 109696104 BBG000DR5SG1 2,299,057 25,600 SH   SOLE N/A 0 0 25,600
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BTZW1Q9 11,279,468 345,375 SH   SOLE N/A 0 0 345,375
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG000C40RH9 5,015,257 170,000 SH   SOLE N/A 0 0 170,000
CAMDEN PPTY TR SH BEN INT 133131102 BBG000BB0XQ1 7,214,597 66,268 SH   SOLE N/A 0 0 66,268
CANADIAN NAT RES LTD COM 136385101 BBG0014HPGP5 19,469,432 346,100 SH   SOLE N/A 0 0 346,100
CANADIAN NATL RY CO COM 136375102 BBG000GLP4J9 14,273,018 117,800 SH   SOLE N/A 0 0 117,800
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG000DMM5P3 25,497,356 315,500 SH   SOLE N/A 0 0 315,500
CARTERS INC COM 146229109 BBG000CTM6D0 1,835,938 19,100 SH   SOLE N/A 0 0 19,100
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 BBG00Q741Z52 3,340,200 380,000 SH   SOLE N/A 0 0 380,000
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HT52 11,518,416 75,600 SH   SOLE N/A 0 0 75,600
COCA COLA CONS INC COM 191098102 BBG000BG2259 4,260,978 5,060 SH   SOLE N/A 0 0 5,060
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRP72 4,577,500 50,000 SH   SOLE N/A 0 0 50,000
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6HLL1 11,736,684 21,800 SH   SOLE N/A 0 0 21,800
CROWN HLDGS INC COM 228368106 BBG000BF68R0 20,327,580 234,000 SH   SOLE N/A 0 0 234,000
CUBESMART COM 229663109 BBG000HF2BJ0 12,043,016 269,660 SH   SOLE N/A 0 0 269,660
DEERE & CO COM 244199105 BBG000BH1QM6 17,301,613 42,700 SH   SOLE N/A 0 0 42,700
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZSC6 2,298,352 20,184 SH   SOLE N/A 0 0 20,184
EDGEWELL PERS CARE CO COM 28035Q102 BBG000BRW7M2 2,964,439 54,200 SH   SOLE N/A 0 0 54,200
ELECTRONIC ARTS INC COM 285512109 BBG000BP0WH2 22,710,470 175,100 SH   SOLE N/A 0 0 175,100
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 4,019,520 24,000 SH   SOLE N/A 0 0 24,000
EQUINIX INC COM 29444U700 BBG000MBDX12 3,627,290 4,627 SH   SOLE N/A 0 0 4,627
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG000BG8P98 2,680,229 40,628 SH   SOLE N/A 0 0 40,628
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LGN2 1,618,634 68,761 SH   SOLE N/A 0 0 68,761
EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV29R2 1,765,361 11,860 SH   SOLE N/A 0 0 11,860
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDT33 2,930,400 110,000 SH   SOLE N/A 0 0 110,000
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDCQ6 10,632,000 265,800 SH   SOLE N/A 0 0 265,800
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 11,000,457 50,100 SH   SOLE N/A 0 0 50,100
GOLUB CAP BDC INC COM 38173M102 BBG000PXNVF9 2,281,500 169,000 SH   SOLE N/A 0 0 169,000
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 BBG000PY5Y89 4,582,033 77,400 SH   SOLE N/A 0 0 77,400
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5FQ5 4,125,000 165,000 SH   SOLE N/A 0 0 165,000
HELMERICH & PAYNE INC COM 423452101 BBG000BLCRT6 1,215,637 25,900 SH   SOLE N/A 0 0 25,900
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 16,327,650 142,500 SH   SOLE N/A 0 0 142,500
INVITATION HOMES INC COM 46187W107 BBG00FQH6BX3 1,419,791 41,273 SH   SOLE N/A 0 0 41,273
ITRON INC COM 465741106 BBG000BD2CV5 4,109,700 57,000 SH   SOLE N/A 0 0 57,000
JABIL INC COM 466313103 BBG000BJNJ80 4,501,329 31,500 SH   SOLE N/A 0 0 31,500
KITE RLTY GROUP TR COM NEW 49803T300 BBG000BC2MV5 1,344,064 60,164 SH   SOLE N/A 0 0 60,164
KKR REAL ESTATE FIN TR INC COM 48251K100 BBG00GD4L1L2 5,513,010 453,000 SH   SOLE N/A 0 0 453,000
LOWES COS INC COM 548661107 BBG000BNDQS4 6,771,000 30,000 SH   SOLE N/A 0 0 30,000
MAGNA INTL INC COM 559222401 BBG000CZX4L0 7,428,161 131,500 SH   SOLE N/A 0 0 131,500
MICROSOFT CORP COM 594918104 BBG000BPHFS9 20,486,886 60,160 SH   SOLE N/A 0 0 60,160
NABORS INDUSTRIES LTD SHS G6359F137 BBG000BZTXK3 1,010,008 8,200 SH   SOLE N/A 0 0 8,200
NETFLIX INC COM 64110L106 BBG000CLD9D1 3,083,430 7,000 SH   SOLE N/A 0 0 7,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW367 5,277,600 90,000 SH   SOLE N/A 0 0 90,000
NUVEI CORPORATION SUB VTG SHS 67079A102 BBG00X2VHVX3 6,195,970 209,700 SH   SOLE N/A 0 0 209,700
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BNDGF0 16,435,804 80,300 SH   SOLE N/A 0 0 80,300
ORMAT TECHNOLOGIES INC COM 686688102 BBG000Q5BSH7 3,781,620 47,000 SH   SOLE N/A 0 0 47,000
PATTERSON COS INC COM 703395103 BBG000BQYC69 4,570,962 103,800 SH   SOLE N/A 0 0 103,800
PFIZER INC COM 717081103 BBG000BR2F10 11,715,592 319,400 SH   SOLE N/A 0 0 319,400
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 BBG00ST5DTJ7 705,240 54,000 SH   SOLE N/A 0 0 54,000
PLUG POWER INC COM NEW 72919P202 BBG000C1Y014 2,597,500 250,000 SH   SOLE N/A 0 0 250,000
PRECISION DRILLING CORP COM NEW 74022D407 BBG000BT0GY0 1,034,720 16,000 SH   SOLE N/A 0 0 16,000
PROLOGIS INC. COM 74340W103 BBG000B9Z339 18,192,406 148,352 SH   SOLE N/A 0 0 148,352
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28KC4 1,720,903 73,600 SH   SOLE N/A 0 0 73,600
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 1,812,608 34,711 SH   SOLE N/A 0 0 34,711
ROSS STORES INC COM 778296103 BBG000BSC9R3 19,925,501 177,700 SH   SOLE N/A 0 0 177,700
ROYAL BK CDA COM 780087102 BBG000BCJHV8 24,251,896 253,790 SH   SOLE N/A 0 0 253,790
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 12,547,857 31,300 SH   SOLE N/A 0 0 31,300
SANMINA CORPORATION COM 801056102 BBG000BHC504 3,120,081 39,100 SH   SOLE N/A 0 0 39,100
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 8,903,093 143,900 SH   SOLE N/A 0 0 143,900
SHELL PLC SPON ADS 780259305 BBG0147BN6T8 21,133,000 350,000 SH   SOLE N/A 0 0 350,000
SILGAN HLDGS INC COM 827048109 BBG000BPDFV9 3,904,980 62,900 SH   SOLE N/A 0 0 62,900
STANTEC INC COM 85472N109 BBG000BC1Y40 6,963,621 106,600 SH   SOLE N/A 0 0 106,600
STEM INC COM 85859N102 BBG00XP8NQT8 3,146,000 550,000 SH   SOLE N/A 0 0 550,000
SUN CMNTYS INC COM 866674104 BBG000BLJXH9 9,743,275 74,684 SH   SOLE N/A 0 0 74,684
SUNCOR ENERGY INC NEW COM 867224107 BBG000BC1N80 23,841,373 812,300 SH   SOLE N/A 0 0 812,300
SUNRUN INC COM 86771W105 BBG009HT4X01 4,822,200 270,000 SH   SOLE N/A 0 0 270,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 12,211,320 121,000 SH   DFND N/A 0 0 121,000
TC ENERGY CORP COM 87807B107 BBG000D080D1 24,439,554 604,370 SH   SOLE N/A 0 0 604,370
TELUS CORPORATION COM 87971M103 BBG000BZYZZ6 15,162,301 778,700 SH   SOLE N/A 0 0 778,700
TELUS INTL CDA INC SUB VTG SHS 87975H100 BBG00YTSWG83 5,933,484 391,037 SH   SOLE N/A 0 0 391,037
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDPD4 9,652,375 18,500 SH   SOLE N/A 0 0 18,500
TORONTO DOMINION BK ONT COM NEW 891160509 BBG000BCRN55 22,549,242 363,600 SH   SOLE N/A 0 0 363,600
TPI COMPOSITES INC COM 87266J104 BBG00D3JRC73 2,592,500 250,000 SH   SOLE N/A 0 0 250,000
UDR INC COM 902653104 BBG000C412D7 1,275,525 29,691 SH   SOLE N/A 0 0 29,691
UNION PAC CORP COM 907818108 BBG000BW3413 16,737,916 81,800 SH   SOLE N/A 0 0 81,800
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 14,611,456 30,400 SH   SOLE N/A 0 0 30,400
VICI PPTYS INC COM 925652109 BBG00HZQTQG0 1,266,158 40,285 SH   SOLE N/A 0 0 40,285
VISA INC COM CL A 92826C839 BBG000PSL0X0 26,953,980 113,500 SH   SOLE N/A 0 0 113,500
WALMART INC COM 931142103 BBG000BWXCP6 28,826,812 183,400 SH   SOLE N/A 0 0 183,400
WASTE MGMT INC DEL COM 94106L109 BBG000BWVV12 5,462,730 31,500 SH   SOLE N/A 0 0 31,500
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 3,291,819 40,695 SH   SOLE N/A 0 0 40,695
WESCO INTL INC COM 95082P105 BBG000D0FQ55 15,542,408 86,800 SH   SOLE N/A 0 0 86,800
XYLEM INC COM 98419M100 BBG00256TDP9 5,743,620 51,000 SH   SOLE N/A 0 0 51,000