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
ADT Inc Common Stock 00090Q103 65,769 7,004,168 SH   DFND   7,004,168 0 0
At Home Group Inc Common Stock 04650Y100 63,608 2,017,385 SH   DFND   2,017,385 0 0
Enbridge Inc Common Stock 29250N105 53,514 1,657,349 SH   DFND   1,657,349 0 0
Union Pacific Corp Common Stock 907818108 46,777 287,278 SH   DFND   287,278 0 0
American Water Works Co Inc Common Stock 030420103 45,102 512,696 SH   DFND   512,696 0 0
Crown Castle International Cor REIT 22822V101 44,135 396,433 SH   DFND   396,433 0 0
KKR & Co Inc Common Stock 48251W104 40,963 1,502,144 SH   DFND   1,502,144 0 0
Atmos Energy Corp Common Stock 049560105 40,352 429,686 SH   DFND   429,686 0 0
Republic Services Inc Common Stock 760759100 39,573 544,633 SH   DFND   544,633 0 0
Canadian National Railway Co Common Stock 136375102 36,613 408,641 SH   DFND   408,641 0 0
Bloom Energy Corp Common Stock 093712107 30,670 899,927 SH   DFND   899,927 0 0
Carlyle Group LP/The MLP 14309L102 29,864 1,324,346 SH   DFND   1,324,346 0 0
Ares Capital Corp Common Stock 04010L103 26,596 1,547,192 SH   DFND   1,547,192 0 0
American Tower Corp REIT 03027X100 25,532 175,720 SH   DFND   175,720 0 0
Brookfield Infrastructure Part Ltd Part G16252101 25,258 633,345 SH   DFND   633,345 0 0
TransCanada Corp Common Stock 89353D107 22,209 549,630 SH   DFND   549,630 0 0
Williams Cos Inc/The Common Stock 969457100 18,407 676,962 SH   DFND   676,962 0 0
Fortis Inc/Canada Common Stock 349553107 18,224 562,778 SH   DFND   562,778 0 0
Kinder Morgan Inc/DE Common Stock 49456B101 18,221 1,027,687 SH   DFND   1,027,687 0 0
Edison International Common Stock 281020107 15,679 231,663 SH   DFND   231,663 0 0
New Mountain Finance Corp Common Stock 647551100 14,931 1,106,030 SH   DFND   1,106,030 0 0
Fidelity National Information Common Stock 31620M106 14,056 128,868 SH   DFND   128,868 0 0
Solar Capital Ltd Common Stock 83413U100 13,550 633,781 SH   DFND   633,781 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 13,291 747,519 SH   DFND   747,519 0 0
Univar Inc Common Stock 91336L107 13,119 427,878 SH   DFND   427,878 0 0
CMS Energy Corp Common Stock 125896100 11,103 226,600 SH   DFND   226,600 0 0
Apollo Global Management LLC MLP 037612306 8,905 257,742 SH   DFND   257,742 0 0
Brookfield Business Partners L Ltd Part G16234109 7,747 169,224 SH   DFND   169,224 0 0
Oaktree Specialty Lending Corp Common Stock 67401P108 7,146 1,440,737 SH   DFND   1,440,737 0 0
Ares Management LP Common Stock 04014Y101 5,602 241,473 SH   DFND   241,473 0 0
Goldman Sachs BDC Inc Common Stock 38147U107 5,279 238,000 SH   DFND   238,000 0 0
Two Harbors Investment Corp REIT 90187B408 4,693 314,307 SH   DFND   314,307 0 0
Mid-America Apartment Communit REIT 59522J103 4,221 42,138 SH   DFND   42,138 0 0
IQVIA Holdings Inc Common Stock 46266C105 4,051 31,225 SH   DFND   31,225 0 0
Enterprise Products Partners L MLP 293792107 2,464 85,758 SH   DFND   85,758 0 0
Senior Housing Properties Trus REIT 81721M109 2,437 138,806 SH   DFND   138,806 0 0
Magellan Midstream Partners LP MLP 559080106 1,661 24,521 SH   DFND   24,521 0 0
Energy Transfer Partners LP MLP 29278N103 1,480 66,472 SH   DFND   66,472 0 0
Zuora Inc Common Stock 98983V106 723 31,270 SH   DFND   31,270 0 0
Cia de Saneamento Basico do Es ADR 20441A102 708 120,000 SH   DFND   120,000 0 0
Plains All American Pipeline L MLP 726503105 702 28,078 SH   DFND   28,078 0 0
STAG Industrial Inc REIT 85254J102 666 24,200 SH   DFND   24,200 0 0
Highwoods Properties Inc REIT 431284108 660 13,958 SH   DFND   13,958 0 0
ONEOK Inc Common Stock 682680103 569 8,400 SH   DFND   8,400 0 0
Stitch Fix Inc Common Stock 860897107 494 11,283 SH   DFND   11,283 0 0
Yext Inc Common Stock 98585N106 417 17,604 SH   DFND   17,604 0 0
TransEnterix Inc Common Stock 89366M201 357 61,538 SH   DFND   61,538 0 0
Macquarie Infrastructure Corp Common Stock 55608B105 351 7,600 SH   DFND   7,600 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 270 15,185 SH   DFND   15,185 0 0