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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Ceridian HCM Holding Inc Common Stock 15677J108 62,981 1,826,068 SH   DFND   1,826,068 0 0
ADT Inc Common Stock 00090Q103 42,095 7,004,168 SH   DFND   7,004,168 0 0
Enbridge Inc Common Stock 29250N105 41,080 1,271,680 SH   DFND   1,271,680 0 0
Union Pacific Corp Common Stock 907818108 40,318 291,672 SH   DFND   291,672 0 0
Republic Services Inc Common Stock 760759100 39,732 551,145 SH   DFND   551,145 0 0
Atmos Energy Corp Common Stock 049560105 39,489 425,898 SH   DFND   425,898 0 0
Crown Castle International Cor REIT 22822V101 38,393 353,427 SH   DFND   353,427 0 0
American Water Works Co Inc Common Stock 030420103 35,933 395,874 SH   DFND   395,874 0 0
Canadian National Railway Co Common Stock 136375102 34,136 443,233 SH   DFND   443,233 0 0
KKR & Co Inc Common Stock 48251W104 30,227 1,539,862 SH   DFND   1,539,862 0 0
American Tower Corp REIT 03027X100 24,418 154,356 SH   DFND   154,356 0 0
Fortis Inc/Canada Common Stock 349553107 21,807 629,073 SH   DFND   629,073 0 0
Carlyle Group LP/The MLP 14309L102 21,510 1,365,703 SH   DFND   1,365,703 0 0
Ares Capital Corp Common Stock 04010L103 21,086 1,353,386 SH   DFND   1,353,386 0 0
TransCanada Corp Common Stock 89353D107 19,379 521,889 SH   DFND   521,889 0 0
Edison International Common Stock 281020107 18,809 331,325 SH   DFND   331,325 0 0
Williams Cos Inc/The Common Stock 969457100 18,160 823,584 SH   DFND   823,584 0 0
At Home Group Inc Common Stock 04650Y100 16,702 895,087 SH   DFND   895,087 0 0
Brookfield Infrastructure Part Ltd Part G16252101 16,613 481,107 SH   DFND   481,107 0 0
CMS Energy Corp Common Stock 125896100 13,923 280,415 SH   DFND   280,415 0 0
Solar Capital Ltd Common Stock 83413U100 13,778 718,001 SH   DFND   718,001 0 0
New Mountain Finance Corp Common Stock 647551100 12,277 975,930 SH   DFND   975,930 0 0
Bloom Energy Corp Common Stock 093712107 8,981 899,927 SH   DFND   899,927 0 0
Univar Inc Common Stock 91336L107 7,591 427,878 SH   DFND   427,878 0 0
Apollo Global Management LLC MLP 037612306 7,228 294,551 SH   DFND   294,551 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 7,176 747,519 SH   DFND   747,519 0 0
Kinder Morgan Inc/DE Common Stock 49456B101 6,636 431,459 SH   DFND   431,459 0 0
Brookfield Business Partners L Ltd Part G16234109 5,154 162,724 SH   DFND   162,724 0 0
TPG Specialty Lending Inc Common Stock 87265K102 4,657 257,433 SH   DFND   257,433 0 0
Mid-America Apartment Communit REIT 59522J103 3,857 40,305 SH   DFND   40,305 0 0
Ares Management Corp Common Stock 03990B101 3,633 204,305 SH   DFND   204,305 0 0
Two Harbors Investment Corp REIT 90187B408 3,614 281,461 SH   DFND   281,461 0 0
Oaktree Specialty Lending Corp Common Stock 67401P108 2,929 692,473 SH   DFND   692,473 0 0
Enterprise Products Partners L MLP 293792107 2,072 84,243 SH   DFND   84,243 0 0
STAG Industrial Inc REIT 85254J102 1,657 66,602 SH   DFND   66,602 0 0
Senior Housing Properties Trus REIT 81721M109 1,515 129,265 SH   DFND   129,265 0 0
Magellan Midstream Partners LP MLP 559080106 1,455 25,502 SH   DFND   25,502 0 0
Energy Transfer LP MLP 29273V100 1,314 99,437 SH   DFND   99,437 0 0
nLight Inc Common Stock 65487K100 892 50,166 SH   DFND   50,166 0 0
Highwoods Properties Inc REIT 431284108 756 19,541 SH   DFND   19,541 0 0
Cia de Saneamento Basico do Es ADR 20441A102 755 93,600 SH   DFND   93,600 0 0
Plains All American Pipeline L MLP 726503105 563 28,078 SH   DFND   28,078 0 0
ONEOK Inc Common Stock 682680103 361 6,700 SH   DFND   6,700 0 0
Smartsheet Inc Common Stock 83200N103 270 10,844 SH   DFND   10,844 0 0
Macquarie Infrastructure Corp Common Stock 55608B105 227 6,200 SH   DFND   6,200 0 0
Stitch Fix Inc Common Stock 860897107 193 11,283 SH   DFND   11,283 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 146 15,185 SH   DFND   15,185 0 0
Aerohive Networks Inc Common Stock 007786106 82 25,141 SH   DFND   25,141 0 0