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
10X GENOMICS INC CL A COM 88025U109 504 10,000 SH   SOLE 10,000 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,128 36,500 SH   SOLE 36,500 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 129,394 840,000 SH   SOLE 840,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 289 21,100 SH   SOLE 21,100 0 0
ALLIANT ENERGY CORP COM 018802108 154,162 2,858,560 SH   SOLE 2,858,560 0 0
ALTICE USA INC CL A 02156K103 223,836 7,804,587 SH   SOLE 7,804,587 0 0
AMERICAN ELEC PWR CO INC COM 025537101 61,911 660,811 SH   SOLE 660,811 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 133,220 5,145,629 SH   SOLE 5,145,629 0 0
AMERICAN TOWER CORP NEW COM 03027X100 256,422 1,159,600 SH   SOLE 1,159,600 0 0
ANTERO MIDSTREAM CORP COM 03676B102 3,353 453,172 SH   SOLE 453,172 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 23,463 450,000 SH   SOLE 450,000 0 0
AQUA AMERICA INC COM 03836W103 506,449 11,297,094 SH   SOLE 11,297,094 0 0
ASSETMARK FINL HLDGS INC COM 04546L106 808 31,000 SH   SOLE 31,000 0 0
AT&T INC COM 00206R102 19,866 525,000 SH   SOLE 525,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 365 17,000 SH   SOLE 17,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 5,970 300,000 SH   SOLE 300,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 4,494 109,372 SH   SOLE 109,372 0 0
CASTLE BIOSCIENCES INC COM 14843C105 923 51,000 SH   SOLE 51,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 143,767 2,279,840 SH   SOLE 2,279,840 0 0
CLOUDFLARE INC CL A COM 18915M107 186 10,000 SH   SOLE 10,000 0 0
COUSINS PPTYS INC COM NEW 222795502 116,292 3,093,700 SH   SOLE 3,093,700 0 0
DATADOG INC CL A COM 23804L103 3,391 100,000 SH   SOLE 100,000 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 1,486 145,000 SH   SOLE 145,000 0 0
DIGITAL RLTY TR INC COM 253868103 38,943 300,000 SH   SOLE 300,000 0 0
DISCOVERY INC COM SER A 25470F104 46,845 1,759,100 SH   SOLE 1,759,100 0 0
DOMINION ENERGY INC COM 25746U109 171,805 2,120,000 SH   SOLE 2,120,000 0 0
DOUGLAS EMMETT INC COM 25960P109 273,680 6,389,909 SH   SOLE 6,389,909 0 0
DTE ENERGY CO COM 233331107 74,008 556,620 SH   SOLE 556,620 0 0
DYNATRACE INC COM 268150109 523 28,000 SH   SOLE 28,000 0 0
EDISON INTL COM 281020107 175,352 2,325,000 SH   SOLE 2,325,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 7,681 638,525 SH   SOLE 638,525 0 0
ENBRIDGE INC COM 29250N105 292,269 8,327,790 SH   SOLE 8,327,790 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 145,393 11,115,648 SH   SOLE 11,115,648 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 8,500 1,000,000 SH   SOLE 1,000,000 0 0
ENTERGY CORP NEW COM 29364G103 43,658 372,000 SH   SOLE 372,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 130,905 4,580,299 SH   SOLE 4,580,299 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 21,365 653,360 SH   SOLE 653,360 0 0
EQUINIX INC COM 29444U700 21,630 37,500 SH   SOLE 37,500 0 0
EVERSOURCE ENERGY COM 30040W108 355,488 4,159,210 SH   SOLE 4,159,210 0 0
EXELON CORP COM 30161N101 41,923 867,800 SH   SOLE 867,800 0 0
EXTRA SPACE STORAGE INC COM 30225T102 11,682 100,000 SH   SOLE 100,000 0 0
FASTLY INC CL A 31188V100 1,560 65,000 SH   SOLE 65,000 0 0
FIRSTENERGY CORP COM 337932107 1,043,330 21,632,391 SH   SOLE 21,632,391 0 0
GENMAB A S SPONSORED ADS 372303206 15,195 750,000 SH   SOLE 750,000 0 0
HCP INC COM 40414L109 166,989 4,686,762 SH   SOLE 4,686,762 0 0
HILTON GRAND VACATIONS INC COM 43283X105 193,609 6,050,266 SH   SOLE 6,050,266 0 0
INTELSAT S A COM L5140P101 7,470 327,645 SH   SOLE 327,645 0 0
INTERXION HOLDING N.V SHS N47279109 20,660 253,623 SH   SOLE 253,623 0 0
INVITATION HOMES INC COM 46187W107 399,433 13,489,800 SH   SOLE 13,489,800 0 0
JBG SMITH PPTYS COM 46590V100 17,096 436,011 SH   SOLE 436,011 0 0
KILROY RLTY CORP COM 49427F108 28,430 365,000 SH   SOLE 365,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 218,283 4,252,534 SH   SOLE 4,252,534 0 0
LIVONGO HEALTH INC COM 539183103 715 41,000 SH   SOLE 41,000 0 0
MEDALLIA INC COM 584021109 3,401 124,000 SH   SOLE 124,000 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 2,984 160,000 SH   SOLE 160,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 116,503 4,159,320 SH   SOLE 4,159,320 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 113,285 2,008,600 SH   SOLE 2,008,600 0 0
NEXTERA ENERGY INC COM 65339F101 10,443 44,820 SH   SOLE 44,820 0 0
NISOURCE INC COM 65473P105 440,599 14,725,914 SH   SOLE 14,725,914 0 0
NORFOLK SOUTHERN CORP COM 655844108 22,458 125,000 SH   SOLE 125,000 0 0
NRG ENERGY INC COM NEW 629377508 17,089 431,540 SH   SOLE 431,540 0 0
ONEOK INC NEW COM 682680103 111,810 1,517,300 SH   SOLE 1,517,300 0 0
PALOMAR HLDGS INC COM 69753M105 9,382 238,000 SH   SOLE 238,000 0 0
PERSONALIS INC COM 71535D106 2,935 200,000 SH   SOLE 200,000 0 0
PG&E CORP COM 69331C108 20,355 2,035,450 SH   SOLE 2,035,450 0 0
PHREESIA INC COM 71944F106 606 25,000 SH   SOLE 25,000 0 0
PING IDENTITY HLDG CORP COM 72341T103 173 10,000 SH   SOLE 10,000 0 0
PINNACLE WEST CAP CORP COM 723484101 4,058 41,800 SH   SOLE 41,800 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 49,724 2,396,349 SH   SOLE 2,396,349 0 0
PNM RES INC COM 69349H107 23,436 450,000 SH   SOLE 450,000 0 0
PPL CORP COM 69351T106 132,736 4,215,186 SH   SOLE 4,215,186 0 0
PQ GROUP HLDGS INC COM 73943T103 51,787 3,248,888 SH   SOLE 3,248,888 0 0
PUBLIC STORAGE COM 74460D109 42,922 175,000 SH   SOLE 175,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 284,870 4,588,756 SH   SOLE 4,588,756 0 0
QTS RLTY TR INC COM CL A 74736A103 133,666 2,600,000 SH   SOLE 2,600,000 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 40,460 2,270,477 SH   SOLE 2,270,477 0 0
REALTY INCOME CORP COM 756109104 76,680 1,000,000 SH   SOLE 1,000,000 0 0
RED ROCK RESORTS INC CL A 75700L108 16,716 823,234 SH   SOLE 823,234 0 0
RETAIL PPTYS AMER INC CL A 76131V202 24,640 2,000,000 SH   SOLE 2,000,000 0 0
RMR GROUP INC CL A 74967R106 33,786 742,880 SH   SOLE 742,880 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 1,501 100,000 SH   SOLE 100,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 21,704 90,000 SH   SOLE 90,000 0 0
SEMGROUP CORP CL A 81663A105 8,170 500,000 SH   SOLE 500,000 0 0
SEMPRA ENERGY COM 816851109 717,909 4,863,551 SH   SOLE 4,863,551 0 0
SILK ROAD MEDICAL INC COM 82710M100 325 10,000 SH   SOLE 10,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 56,912 9,098,639 SH   SOLE 9,098,639 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 3,470 250,000 SH   SOLE 250,000 0 0
SOUTH PLAINS FINANCIAL INC COM 83946P107 408 25,000 SH   SOLE 25,000 0 0
SOUTHERN CO COM 842587107 167,047 2,704,340 SH   SOLE 2,704,340 0 0
STAG INDL INC COM 85254J102 44,249 1,501,000 SH   SOLE 1,501,000 0 0
STOKE THERAPEUTICS INC COM 86150R107 537 25,000 SH   SOLE 25,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,700 37,500 SH   SOLE 37,500 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 12,285 610,000 SH   SOLE 610,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 13,093 551,284 SH   SOLE 551,284 0 0
UBER TECHNOLOGIES INC COM 90353T100 161,404 5,297,140 SH   SOLE 5,297,140 0 0
UNION PACIFIC CORP COM 907818108 18,628 115,000 SH   SOLE 115,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 25,950 1,250,000 SH   SOLE 1,250,000 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 10,845 2,250,000 SH   SOLE 2,250,000 0 0
VEREIT INC COM 92339V100 19,560 2,000,000 SH   SOLE 2,000,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,292 24,100 SH   SOLE 24,100 0 0
WELLTOWER INC COM 95040Q104 216,317 2,386,287 SH   SOLE 2,386,287 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 74,620 2,997,988 SH   SOLE 2,997,988 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 30,699 667,070 SH   SOLE 667,070 0 0
XCEL ENERGY INC COM 98389B100 13,471 207,593 SH   SOLE 207,593 0 0
ZAYO GROUP HLDGS INC COM 98919V105 848 25,000 SH Call SOLE 25,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 11,582 152,000 SH   SOLE 152,000 0 0