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 69,288 3,749,361 SH   SOLE 3,749,361 0 0
AMEREN CORP COM 023608102 31,515 556,500 SH   SOLE 556,500 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 20,080 1,000,000 SH   SOLE 1,000,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 52,359 360,250 SH   SOLE 360,250 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 65,704 800,000 SH   SOLE 800,000 0 0
AMERICOLD RLTY TR COM 03064D108 49,608 2,600,000 SH   SOLE 2,600,000 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 17,450 674,023 SH   SOLE 674,023 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 10,188 250,000 SH   SOLE 250,000 0 0
ARCUS BIOSCIENCES INC COM 03969F109 154 10,000 SH   SOLE 10,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 202 19,867 SH   SOLE 19,867 0 0
CACTUS INC CL A 127203107 27,469 1,020,000 SH   SOLE 1,020,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,342 75,000 SH   SOLE 75,000 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 355,640 12,880,845 SH   SOLE 12,880,845 0 0
CMS ENERGY CORP COM 125896100 91,554 2,021,500 SH   SOLE 2,021,500 0 0
COMCAST CORP NEW CL A 20030N101 29,899 875,000 SH   SOLE 875,000 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 6,458 250,000 SH   SOLE 250,000 0 0
DROPBOX INC CL A 26210C104 3,219 103,000 SH   SOLE 103,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 550,858 7,110,600 SH   SOLE 7,110,600 0 0
EDISON INTL COM 281020107 6,366 100,000 SH   SOLE 100,000 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 12,963 1,418,313 SH   SOLE 1,418,313 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 2,693 279,371 SH   SOLE 279,371 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 49,725 3,499,298 SH   SOLE 3,499,298 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 66,228 4,083,093 SH   SOLE 4,083,093 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 69,683 2,846,525 SH   SOLE 2,846,525 0 0
EQT GP HLDGS LP COM UNIT REP 26885J103 22,624 980,241 SH   SOLE 980,241 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 20,441 346,278 SH   SOLE 346,278 0 0
EQUINIX INC COM PAR $0.001 29444U700 119,662 286,176 SH   SOLE 286,176 0 0
EVERSOURCE ENERGY COM 30040W108 24,305 412,500 SH   SOLE 412,500 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 13,040 612,500 SH   SOLE 612,500 0 0
FIRSTENERGY CORP COM 337932107 1,024,636 30,127,482 SH   SOLE 30,127,482 0 0
FTS INTERNATIONAL INC COM 30283W104 16,746 910,600 SH   SOLE 910,600 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 26,623 969,857 SH   SOLE 969,857 0 0
GREAT PLAINS ENERGY INC COM 391164100 21,524 677,079 SH   SOLE 677,079 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 73,017 4,575,000 SH   SOLE 4,575,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 114,105 4,314,000 SH   SOLE 4,314,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 35,502 1,904,600 SH   SOLE 1,904,600 0 0
HUDSON LTD COM CL A G46408103 8,993 565,235 SH   SOLE 565,235 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 38,727 1,903,971 SH   SOLE 1,903,971 0 0
INTERXION HOLDING N.V SHS N47279109 15,528 250,000 SH   SOLE 250,000 0 0
INVITATION HOMES INC COM 46187W107 146,624 6,422,419 SH   SOLE 6,422,419 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 82,940 2,859,000 SH   SOLE 2,859,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 10,895 274,218 SH   SOLE 274,218 0 0
MONGODB INC CL A 60937P106 6,727 155,000 SH   SOLE 155,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 65,219 1,973,934 SH   SOLE 1,973,934 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 14,530 1,357,962 SH   SOLE 1,357,962 0 0
NEXTERA ENERGY INC COM 65339F101 11,923 73,000 SH   SOLE 73,000 0 0
NISOURCE INC COM 65473P105 149,247 6,242,053 SH   SOLE 6,242,053 0 0
NRG ENERGY INC COM NEW 629377508 12,975 425,000 SH   SOLE 425,000 0 0
OGE ENERGY CORP COM 670837103 38,996 1,190,000 SH   SOLE 1,190,000 0 0
ONEOK INC NEW COM 682680103 55,679 978,200 SH   SOLE 978,200 0 0
PARAMOUNT GROUP INC COM 69924R108 18,156 1,275,000 SH   SOLE 1,275,000 0 0
PARK HOTELS RESORTS INC COM 700517105 108,455 4,013,888 SH   SOLE 4,013,888 0 0
PARSLEY ENERGY INC CL A 701877102 55,458 1,913,000 SH   SOLE 1,913,000 0 0
PG&E CORP COM 69331C108 85,431 1,944,700 SH   SOLE 1,944,700 0 0
PINNACLE WEST CAP CORP COM 723484101 29,877 374,400 SH   SOLE 374,400 0 0
PPL CORP COM 69351T106 9,704 343,030 SH   SOLE 343,030 0 0
PQ GROUP HLDGS INC COM 73943T103 64,527 4,618,992 SH   SOLE 4,618,992 0 0
QTS RLTY TR INC COM CL A 74736A103 24,901 687,500 SH   SOLE 687,500 0 0
RETAIL PPTYS AMER INC CL A 76131V202 30,316 2,600,000 SH   SOLE 2,600,000 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 20,165 1,114,087 SH   SOLE 1,114,087 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 22,308 500,000 SH   SOLE 500,000 0 0
SCANA CORP NEW COM 80589M102 19,714 525,000 SH   SOLE 525,000 0 0
SEMPRA ENERGY COM 816851109 570,648 5,130,804 SH   SOLE 5,130,804 0 0
SEMPRA ENERGY 6% PFD CONV A 816851406 46,067 450,000 SH   SOLE 450,000 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 7,066 335,699 SH   SOLE 335,699 0 0
SWITCH INC CL A 87105L104 15,051 946,000 SH   SOLE 946,000 0 0
T MOBILE US INC COM 872590104 6,104 100,000 SH   SOLE 100,000 0 0
TARGA RES CORP COM 87612G101 199,197 4,527,200 SH   SOLE 4,527,200 0 0
TIME WARNER INC COM NEW 887317303 39,709 419,850 SH   SOLE 419,850 0 0
TRINSEO S A SHS L9340P101 94,925 1,281,900 SH   SOLE 1,281,900 0 0
UNIVAR INC COM 91336L107 10,946 394,453 SH   SOLE 394,453 0 0
VENATOR MATLS PLC SHS G9329Z100 49,499 2,736,263 SH   SOLE 2,736,263 0 0
VICI PPTYS INC COM 925652109 28,121 1,535,000 SH   SOLE 1,535,000 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 27,530 831,221 SH   SOLE 831,221 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 57,743 1,353,255 SH   SOLE 1,353,255 0 0
ZAYO GROUP HLDGS INC COM 98919V105 111,020 3,250,000 SH   SOLE 3,250,000 0 0
ZSCALER INC COM 98980G102 561 20,000 SH   SOLE 20,000 0 0