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 63,860 2,338,350 SH   SOLE 0 2,338,350 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 51,019 2,350,000 SH   SOLE 0 2,350,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 35,879 262,500 SH   SOLE 0 262,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 19,621 242,500 SH   SOLE 0 242,500 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 21,772 690,516 SH   SOLE 0 690,516 0 0
AVALONBAY CMNTYS INC COM 053484101 2,230 12,500 SH   SOLE 0 12,500 0 0
AXALTA COATING SYS LTD COM G0750C108 24,548 848,822 SH   SOLE 0 848,822 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 9,079 617,587 SH   SOLE 0 617,587 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 11,829 629,200 SH   SOLE 0 629,200 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,900 133,500 SH   SOLE 0 133,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 92,672 255,000 SH   SOLE 0 255,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,126 25,000 SH   SOLE 0 25,000 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 343,019 13,676,974 SH   SOLE 0 13,676,974 0 0
CMS ENERGY CORP COM 125896100 22,118 477,500 SH   SOLE 0 477,500 0 0
COMCAST CORP NEW CL A 20030N101 77,922 2,025,000 SH   SOLE 0 2,025,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 96,867 988,840 SH   SOLE 0 988,840 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 55,035 655,800 SH   SOLE 0 655,800 0 0
EDISON INTL COM 281020107 46,302 600,000 SH   SOLE 0 600,000 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 7,867 492,303 SH   SOLE 0 492,303 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 61,551 3,541,495 SH   SOLE 0 3,541,495 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 66,794 3,651,949 SH   SOLE 0 3,651,949 0 0
ENTERGY CORP NEW COM 29364G103 1,909 25,000 SH   SOLE 0 25,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 89,949 3,450,285 SH   SOLE 0 3,450,285 0 0
EQT GP HLDGS LP COM UNIT REP 26885J103 29,132 1,005,940 SH   SOLE 0 1,005,940 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 42,493 566,800 SH   SOLE 0 566,800 0 0
EQUINIX INC COM PAR $0.001 29444U700 212,483 476,100 SH   SOLE 0 476,100 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 91,274 4,563,703 SH   SOLE 0 4,563,703 0 0
FIRSTENERGY CORP COM 337932107 18,066 586,000 SH   SOLE 0 586,000 0 0
GGP INC COM 36174X101 7,270 350,000 SH   SOLE 0 350,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 18,422 608,981 SH   SOLE 0 608,981 0 0
GREAT PLAINS ENERGY INC COM 391164100 66,208 2,185,074 SH   SOLE 0 2,185,074 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 91,896 3,725,000 SH   SOLE 0 3,725,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 256,665 8,612,912 SH   SOLE 0 8,612,912 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 1,592 72,450 SH   SOLE 0 72,450 0 0
HILTON GRAND VACATIONS INC COM 43283X105 88,270 2,285,000 SH   SOLE 0 2,285,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 30,509 1,650,000 SH   SOLE 0 1,650,000 0 0
INTERXION HOLDING N.V SHS N47279109 42,654 837,500 SH   SOLE 0 837,500 0 0
ISHARES INC MSCI BRZ CAP ETF 464286400 10,423 250,000 SH Call SOLE 0 250,000 0 0
KILROY RLTY CORP COM 49427F108 14,935 210,000 SH   SOLE 0 210,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 15,860 525,000 SH   SOLE 0 525,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 49,941 1,426,474 SH   SOLE 0 1,426,474 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 20,135 2,758,231 SH   SOLE 0 2,758,231 0 0
NEXTERA ENERGY INC COM 65339F101 44,219 301,736 SH   SOLE 0 301,736 0 0
NISOURCE INC COM 65473P105 268,621 10,497,100 SH   SOLE 0 10,497,100 0 0
NRG ENERGY INC COM NEW 629377508 19,832 775,000 SH   SOLE 0 775,000 0 0
NRG ENERGY INC COM NEW 629377508 6,398 250,000 SH Call SOLE 0 250,000 0 0
OGE ENERGY CORP COM 670837103 6,305 175,000 SH   SOLE 0 175,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 8,387 373,576 SH   SOLE 0 373,576 0 0
PARSLEY ENERGY INC CL A 701877102 173,761 6,596,852 SH   SOLE 0 6,596,852 0 0
PG&E CORP COM 69331C108 71,495 1,050,000 SH   SOLE 0 1,050,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4,742 223,800 SH   SOLE 0 223,800 0 0
PPL CORP COM 69351T106 23,537 620,213 SH   SOLE 0 620,213 0 0
PQ GROUP HLDGS INC COM 73943T103 100,669 5,835,886 SH   SOLE 0 5,835,886 0 0
QTS RLTY TR INC COM CL A 74736A103 41,234 787,500 SH   SOLE 0 787,500 0 0
REALTY INCOME CORP COM 756109104 78,327 1,369,587 SH   SOLE 0 1,369,587 0 0
REGAL ENTMT GROUP CL A 758766109 16,022 1,001,400 SH   SOLE 0 1,001,400 0 0
REGENCY CTRS CORP COM 758849103 17,061 275,000 SH   SOLE 0 275,000 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 34,024 1,624,851 SH   SOLE 0 1,624,851 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 36,612 710,000 SH   SOLE 0 710,000 0 0
ROKU INC COM CL A 77543R102 11,943 450,000 SH   SOLE 0 450,000 0 0
SCANA CORP NEW COM 80589M102 9,334 192,500 SH   SOLE 0 192,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 40,253 250,000 SH   SOLE 0 250,000 0 0
SL GREEN RLTY CORP COM 78440X101 25,330 250,000 SH   SOLE 0 250,000 0 0
SOUTHERN CO COM 842587107 32,606 663,535 SH   SOLE 0 663,535 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 25,431 2,967,500 SH   SOLE 0 2,967,500 0 0
SRC ENERGY INC COM 78470V108 56,026 5,793,782 SH   SOLE 0 5,793,782 0 0
STARWOOD WAYPOINT HOMES COM 85572F105 355,889 9,785,229 SH   SOLE 0 9,785,229 0 0
TARGA RES CORP COM 87612G101 280,571 5,931,738 SH   SOLE 0 5,931,738 0 0
TPG RE FIN TR INC COM 87266M107 17,206 870,300 SH   SOLE 0 870,300 0 0
TRINSEO S A SHS L9340P101 84,785 1,263,559 SH   SOLE 0 1,263,559 0 0
UNITI GROUP INC COM 91325V108 20,030 1,366,300 SH   SOLE 0 1,366,300 0 0
VENATOR MATLS PLC SHS G9329Z100 45,583 2,016,940 SH   SOLE 0 2,016,940 0 0
WEC ENERGY GROUP INC COM 92939U106 2,984 47,528 SH   SOLE 0 47,528 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 34,411 835,621 SH   SOLE 0 835,621 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 64,776 1,263,186 SH   SOLE 0 1,263,186 0 0
WESTERN REFNG LOGISTICS LP COM UNIT REP LTP 95931Q205 21,347 827,388 SH   SOLE 0 827,388 0 0
ZAYO GROUP HLDGS INC COM 98919V105 103,312 3,001,500 SH   SOLE 0 3,001,500 0 0