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 100,867 5,560,488 SH   SOLE 0 5,560,488 0 0
AMERICAN TOWER CORP NEW COM 03027X100 16,346 112,500 SH   SOLE 0 112,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 68,573 779,500 SH   SOLE 0 779,500 0 0
AMERICOLD RLTY TR COM 03064D108 62,550 2,500,000 SH   SOLE 0 2,500,000 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 6,655 232,207 SH   SOLE 0 232,207 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 12,136 275,000 SH   SOLE 0 275,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 4,353 300,000 SH   SOLE 0 300,000 0 0
AT&T INC COM 00206R102 45,993 1,369,650 SH   SOLE 0 1,369,650 0 0
AXALTA COATING SYS LTD COM G0750C108 18,654 639,700 SH   SOLE 0 639,700 0 0
CALLON PETE CO DEL COM 13123X102 17,176 1,432,500 SH   SOLE 0 1,432,500 0 0
CARRIZO OIL & GAS INC COM 144577103 76,860 3,050,000 SH   SOLE 0 3,050,000 0 0
CHARAH SOLUTIONS INC COM 15957P105 1,465 185,500 SH   SOLE 0 185,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 348,805 5,019,501 SH   SOLE 0 5,019,501 0 0
CMS ENERGY CORP COM 125896100 387 7,890 SH   SOLE 0 7,890 0 0
COMCAST CORP NEW CL A 20030N101 61,578 1,739,000 SH   SOLE 0 1,739,000 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 287 10,000 SH   SOLE 0 10,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,899 125,000 SH   SOLE 0 125,000 0 0
DOMINION ENERGY INC COM 25746U109 49,238 700,591 SH   SOLE 0 700,591 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 285,697 3,570,316 SH   SOLE 0 3,570,316 0 0
DUKE REALTY CORP COM NEW 264411505 10,639 375,000 SH   SOLE 0 375,000 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 90,983 4,697,086 SH   SOLE 0 4,697,086 0 0
EDISON INTL COM 281020107 16,920 250,000 SH   SOLE 0 250,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 349 10,000 SH   SOLE 0 10,000 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 50,252 4,601,807 SH   SOLE 0 4,601,807 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 4,161 378,600 SH   SOLE 0 378,600 0 0
ENDAVA PLC ADS 29260V105 856 30,000 SH   SOLE 0 30,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 11,376 652,684 SH   SOLE 0 652,684 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 88,530 3,977,078 SH   SOLE 0 3,977,078 0 0
ENTERGY CORP NEW COM 29364G103 41,757 514,690 SH   SOLE 0 514,690 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 112,275 3,907,936 SH   SOLE 0 3,907,936 0 0
EQT GP HLDGS LP COM UNIT REP 26885J103 21,376 1,026,208 SH   SOLE 0 1,026,208 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 49,255 933,210 SH   SOLE 0 933,210 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,233 37,500 SH   SOLE 0 37,500 0 0
EQUINIX INC COM PAR $0.001 29444U700 10,822 25,000 SH Call SOLE 0 25,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 13,005 916,501 SH   SOLE 0 916,501 0 0
EVENTBRITE INC COM CL A 29975E109 1,139 30,000 SH   SOLE 0 30,000 0 0
EVERGY INC COM 30034W106 300,445 5,470,601 SH   SOLE 0 5,470,601 0 0
EVERSOURCE ENERGY COM 30040W108 46,080 750,000 SH   SOLE 0 750,000 0 0
EXELON CORP COM 30161N101 69,507 1,592,000 SH   SOLE 0 1,592,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 10,397 120,000 SH   SOLE 0 120,000 0 0
FIRSTENERGY CORP COM 337932107 1,119,839 30,127,482 SH   SOLE 0 30,127,482 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 12,715 360,717 SH   SOLE 0 360,717 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 2,635 75,000 SH   SOLE 0 75,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 59,873 3,375,000 SH   SOLE 0 3,375,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 52,507 650,000 SH   SOLE 0 650,000 0 0
INTERXION HOLDING N.V SHS N47279109 16,825 250,000 SH   SOLE 0 250,000 0 0
INVITATION HOMES INC COM 46187W107 114,046 4,977,997 SH   SOLE 0 4,977,997 0 0
KILROY RLTY CORP COM 49427F108 111,786 1,559,302 SH   SOLE 0 1,559,302 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 10,377 300,000 SH   SOLE 0 300,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 28,160 1,000,000 SH   SOLE 0 1,000,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 20,597 487,500 SH   SOLE 0 487,500 0 0
MACERICH CO COM 554382101 7,602 137,500 SH   SOLE 0 137,500 0 0
MPLX LP COM UNIT REP LTD 55336V100 102,244 2,948,198 SH   SOLE 0 2,948,198 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 1,373 112,110 SH   SOLE 0 112,110 0 0
NEXTERA ENERGY INC COM 65339F101 104,455 623,239 SH   SOLE 0 623,239 0 0
NISOURCE INC COM 65473P105 338,412 13,579,951 SH   SOLE 0 13,579,951 0 0
NRG ENERGY INC COM NEW 629377508 15,895 425,000 SH   SOLE 0 425,000 0 0
ONEOK INC NEW COM 682680103 66,312 978,200 SH   SOLE 0 978,200 0 0
OPERA LTD SPONSORED ADS 68373M107 135 15,000 SH   SOLE 0 15,000 0 0
PARAMOUNT GROUP INC COM 69924R108 6,791 450,000 SH   SOLE 0 450,000 0 0
PARSLEY ENERGY INC CL A 701877102 14,625 500,000 SH   SOLE 0 500,000 0 0
PG&E CORP COM 69331C108 65,144 1,415,858 SH   SOLE 0 1,415,858 0 0
PINDUODUO INC SPONSORED ADS 722304102 5,258 200,000 SH   SOLE 0 200,000 0 0
PINNACLE WEST CAP CORP COM 723484101 9,850 124,400 SH   SOLE 0 124,400 0 0
PPL CORP COM 69351T106 659,340 22,533,818 SH   SOLE 0 22,533,818 0 0
PQ GROUP HLDGS INC COM 73943T103 64,185 3,674,000 SH   SOLE 0 3,674,000 0 0
PRAXAIR INC COM 74005P104 16,073 100,000 SH   SOLE 0 100,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 51,559 976,689 SH   SOLE 0 976,689 0 0
QTS RLTY TR INC 6.50% CON PFD B 74736A301 10,224 96,807 SH   SOLE 0 96,807 0 0
QTS RLTY TR INC COM CL A 74736A103 103,475 2,425,000 SH   SOLE 0 2,425,000 0 0
REALTY INCOME CORP COM 756109104 76,090 1,337,500 SH   SOLE 0 1,337,500 0 0
REPLIMUNE GROUP INC COM 76029N106 322 20,000 SH   SOLE 0 20,000 0 0
RETAIL PPTYS AMER INC CL A 76131V202 44,494 3,650,000 SH   SOLE 0 3,650,000 0 0
RUBIUS THERAPEUTICS INC COM 78116T103 360 15,000 SH   SOLE 0 15,000 0 0
SCANA CORP NEW COM 80589M102 15,070 387,500 SH   SOLE 0 387,500 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 52,650 1,000,000 SH Call SOLE 0 1,000,000 0 0
SEMPRA ENERGY 6% PFD CONV A 816851406 3,159 31,330 SH   SOLE 0 31,330 0 0
SEMPRA ENERGY COM 816851109 928,945 8,166,549 SH   SOLE 0 8,166,549 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 10,667 498,925 SH   SOLE 0 498,925 0 0
SOUTHERN CO COM 842587107 63,220 1,450,000 SH   SOLE 0 1,450,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 28,933 160,000 SH   SOLE 0 160,000 0 0
SUN CMNTYS INC COM 866674104 58,386 575,000 SH   SOLE 0 575,000 0 0
SVMK INC COM 78489X103 321 20,000 SH   SOLE 0 20,000 0 0
SWITCH INC CL A 87105L104 10,991 1,017,705 SH   SOLE 0 1,017,705 0 0
T MOBILE US INC COM 872590104 82,136 1,170,358 SH   SOLE 0 1,170,358 0 0
TARGA RES CORP COM 87612G101 371,997 6,606,236 SH   SOLE 0 6,606,236 0 0
TENABLE HLDGS INC COM 88025T102 778 20,000 SH   SOLE 0 20,000 0 0
TILRAY INC COM CL 2 88688T100 3,591 25,000 SH   SOLE 0 25,000 0 0
UNITI GROUP INC COM 91325V108 2,015 100,000 SH Call SOLE 0 100,000 0 0
UNIVAR INC COM 91336L107 33,760 1,101,124 SH   SOLE 0 1,101,124 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 34,757 2,518,618 SH   SOLE 0 2,518,618 0 0
VENATOR MATLS PLC SHS G9329Z100 35,550 3,950,000 SH   SOLE 0 3,950,000 0 0
VIOMI TECHNOLOGY CO LTD SPONSORED ADS 92762J103 5,400 600,000 SH   SOLE 0 600,000 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 41,752 1,394,532 SH   SOLE 0 1,394,532 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 15,082 345,279 SH   SOLE 0 345,279 0 0
ZAYO GROUP HLDGS INC COM 98919V105 279,170 8,040,619 SH   SOLE 0 8,040,619 0 0