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
ALTICE USA INC CL A 02156K103 73,670 3,470,100 SH   SOLE 3,470,100 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 16,380 750,000 SH   SOLE 750,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 64,915 455,000 SH   SOLE 455,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 85,314 932,500 SH   SOLE 932,500 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 26,965 1,367,400 SH   SOLE 1,367,400 0 0
ATMOS ENERGY CORP COM 049560105 173,927 2,025,000 SH   SOLE 2,025,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 14,889 525,000 SH   SOLE 525,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 48,647 144,800 SH   SOLE 144,800 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 395,918 14,298,227 SH   SOLE 14,298,227 0 0
CMS ENERGY CORP COM 125896100 64,565 1,365,000 SH   SOLE 1,365,000 0 0
COMCAST CORP NEW CL A 20030N101 62,578 1,562,500 SH   SOLE 1,562,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 108,891 862,500 SH   SOLE 862,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 57,548 684,200 SH   SOLE 684,200 0 0
EDISON INTL COM 281020107 118,335 1,871,200 SH   SOLE 1,871,200 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,191 706,326 SH   SOLE 706,326 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 11,701 652,981 SH   SOLE 652,981 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 3,335 125,796 SH   SOLE 125,796 0 0
EQT GP HLDGS LP COM UNIT REP 26885J103 27,060 1,005,940 SH   SOLE 1,005,940 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 12,208 167,004 SH   SOLE 167,004 0 0
EQUINIX INC COM PAR $0.001 29444U700 178,417 393,665 SH   SOLE 393,665 0 0
EXELON CORP COM 30161N101 36,454 925,000 SH   SOLE 925,000 0 0
FIRSTENERGY CORP COM 337932107 6,236 203,651 SH   SOLE 203,651 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 2,232 70,000 SH   SOLE 70,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 30,715 952,692 SH   SOLE 952,692 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 106,392 5,698,563 SH   SOLE 5,698,563 0 0
HCP INC COM 40414L109 29,992 1,150,000 SH   SOLE 1,150,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 228,707 7,613,400 SH   SOLE 7,613,400 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 1,486 75,026 SH   SOLE 75,026 0 0
HOST HOTELS & RESORTS INC COM 44107P104 590 29,700 SH   SOLE 29,700 0 0
INTERXION HOLDING N.V SHS N47279109 44,316 752,008 SH   SOLE 752,008 0 0
INVITATION HOMES INC COM 46187W107 252,609 10,717,398 SH   SOLE 10,717,398 0 0
IRON MTN INC NEW COM 46284V101 95,378 2,527,900 SH   SOLE 2,527,900 0 0
ISHARES INC MSCI MEXICO ETF 464286822 7,517 152,500 SH   SOLE 152,500 0 0
KILROY RLTY CORP COM 49427F108 14,930 200,000 SH   SOLE 200,000 0 0
KITE RLTY GROUP TR COM NEW 49803T300 3,920 200,000 SH   SOLE 200,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 2,548 59,238 SH   SOLE 59,238 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 13,824 600,000 SH   SOLE 600,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 15,304 525,000 SH   SOLE 525,000 0 0
MONGODB INC CL A 60937P106 4,600 155,000 SH   SOLE 155,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 66,856 1,884,849 SH   SOLE 1,884,849 0 0
NEWMARK GROUP INC CL A 65158N102 25,440 1,600,000 SH   SOLE 1,600,000 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 18,610 2,045,000 SH   SOLE 2,045,000 0 0
NEXTERA ENERGY INC COM 65339F101 11,402 73,000 SH   SOLE 73,000 0 0
NISOURCE INC COM 65473P105 218,123 8,497,200 SH   SOLE 8,497,200 0 0
NRG ENERGY INC COM NEW 629377508 28,480 1,000,000 SH   SOLE 1,000,000 0 0
OGE ENERGY CORP COM 670837103 20,569 625,000 SH   SOLE 625,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 58,240 2,275,000 SH   SOLE 2,275,000 0 0
PARK HOTELS RESORTS INC COM 700517105 180,234 6,269,005 SH   SOLE 6,269,005 0 0
PARSLEY ENERGY INC CL A 701877102 136,067 4,621,852 SH   SOLE 4,621,852 0 0
PG&E CORP COM 69331C108 41,692 930,000 SH   SOLE 930,000 0 0
PINNACLE WEST CAP CORP COM 723484101 26,619 312,500 SH   SOLE 312,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,266 109,800 SH   SOLE 109,800 0 0
PPL CORP COM 69351T106 12,762 412,330 SH   SOLE 412,330 0 0
PQ GROUP HLDGS INC COM 73943T103 81,517 4,955,470 SH   SOLE 4,955,470 0 0
QTS RLTY TR INC COM CL A 74736A103 42,651 787,500 SH   SOLE 787,500 0 0
RETAIL PPTYS AMER INC CL A 76131V202 17,808 1,325,000 SH   SOLE 1,325,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 1,017 35,000 SH   SOLE 35,000 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 23,582 1,098,351 SH   SOLE 1,098,351 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 31,847 625,000 SH   SOLE 625,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 2,465 170,000 SH   SOLE 170,000 0 0
SEA LTD ADR 81141R100 3,666 275,000 SH   SOLE 275,000 0 0
SEMPRA ENERGY COM 816851109 9,265 86,650 SH   SOLE 86,650 0 0
SENDGRID INC COM 816883102 1,534 64,000 SH   SOLE 64,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 32,682 190,300 SH   SOLE 190,300 0 0
SOGOU INC ADR REPSTG A 83409V104 1,157 100,000 SH   SOLE 100,000 0 0
SOUTHERN CO COM 842587107 18,233 379,135 SH   SOLE 379,135 0 0
SWITCH INC CL A 87105L104 17,208 946,000 SH   SOLE 946,000 0 0
T MOBILE US INC COM 872590104 5,748 90,500 SH   SOLE 90,500 0 0
TARGA RES CORP COM 87612G101 192,891 3,983,700 SH   SOLE 3,983,700 0 0
TPG RE FIN TR INC COM 87266M107 16,801 881,936 SH   SOLE 881,936 0 0
TRINSEO S A SHS L9340P101 103,626 1,427,361 SH   SOLE 1,427,361 0 0
VENATOR MATLS PLC SHS G9329Z100 91,333 4,129,000 SH   SOLE 4,129,000 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 7,369 198,313 SH   SOLE 198,313 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 1,147 23,852 SH   SOLE 23,852 0 0
ZAYO GROUP HLDGS INC COM 98919V105 99,058 2,691,800 SH   SOLE 2,691,800 0 0