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 58,845 3,449,322 SH   SOLE 3,449,322 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 22,180 1,000,000 SH   SOLE 1,000,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 18,021 125,000 SH   SOLE 125,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 59,766 700,000 SH   SOLE 700,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 21,150 500,000 SH   SOLE 500,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 5,146 442,900 SH   SOLE 442,900 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 2,426 69,011 SH   SOLE 69,011 0 0
CACTUS INC CL A 127203107 34,466 1,020,000 SH   SOLE 1,020,000 0 0
CALLON PETE CO DEL COM 13123X102 14,365 1,337,500 SH   SOLE 1,337,500 0 0
CARBON BLACK INC COM 14081R103 598 23,000 SH   SOLE 23,000 0 0
CHARAH SOLUTIONS INC COM 15957P105 10,940 1,000,000 SH   SOLE 1,000,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,995 37,500 SH   SOLE 37,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 375,099 5,753,927 SH   SOLE 5,753,927 0 0
CMS ENERGY CORP COM 125896100 49,237 1,041,400 SH   SOLE 1,041,400 0 0
COMCAST CORP NEW CL A 20030N101 34,451 1,050,000 SH   SOLE 1,050,000 0 0
COMCAST CORP NEW CL A 20030N101 4,922 150,000 SH Call SOLE 150,000 0 0
DOCUSIGN INC COM 256163106 3,707 70,000 SH   SOLE 70,000 0 0
DOMINION ENERGY INC COM 25746U109 11,972 175,591 SH   SOLE 175,591 0 0
DROPBOX INC CL A 26210C104 3,339 103,000 SH   SOLE 103,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 488,865 6,181,900 SH   SOLE 6,181,900 0 0
DUKE REALTY CORP COM NEW 264411505 8,346 287,500 SH   SOLE 287,500 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 93,860 4,750,000 SH   SOLE 4,750,000 0 0
EDISON INTL COM 281020107 22,145 350,000 SH   SOLE 350,000 0 0
EIDOS THERAPEUTICS INC COM 28249H104 509 25,000 SH   SOLE 25,000 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 51,876 5,056,105 SH   SOLE 5,056,105 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 7,128 652,171 SH   SOLE 652,171 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 26,833 1,555,557 SH   SOLE 1,555,557 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 82,513 4,333,676 SH   SOLE 4,333,676 0 0
ENTERGY CORP NEW COM 29364G103 18,043 223,330 SH   SOLE 223,330 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 83,746 3,026,584 SH   SOLE 3,026,584 0 0
EQT GP HLDGS LP COM UNIT REP 26885J103 23,385 994,670 SH   SOLE 994,670 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 25,523 494,737 SH   SOLE 494,737 0 0
EQUINIX INC COM PAR $0.001 29444U700 107,473 250,000 SH   SOLE 250,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 40,959 3,025,000 SH   SOLE 3,025,000 0 0
EVERGY INC COM 30034W106 196,520 3,499,907 SH   SOLE 3,499,907 0 0
EVERSOURCE ENERGY COM 30040W108 37,364 637,500 SH   SOLE 637,500 0 0
EVO PMTS INC CL A COM 26927E104 412 20,000 SH   SOLE 20,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 10,455 510,000 SH   SOLE 510,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 4,991 50,000 SH   SOLE 50,000 0 0
FIRSTENERGY CORP COM 337932107 1,081,878 30,127,482 SH   SOLE 30,127,482 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 13,116 575,000 SH   SOLE 575,000 0 0
FORTY SEVEN INC COM 34983P104 160 10,000 SH   SOLE 10,000 0 0
FTS INTERNATIONAL INC COM 30283W104 12,967 910,600 SH   SOLE 910,600 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 5,800 162,010 SH   SOLE 162,010 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 39,752 991,560 SH   SOLE 991,560 0 0
GREENSKY INC CL A 39572G100 1,058 50,000 SH   SOLE 50,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 58,745 3,100,000 SH   SOLE 3,100,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 113,323 4,203,359 SH   SOLE 4,203,359 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 161,661 2,042,200 SH   SOLE 2,042,200 0 0
I3 VERTICALS INC COM CL A 46571Y107 198 13,000 SH   SOLE 13,000 0 0
INSPIRE MED SYS INC COM 457730109 535 15,000 SH   SOLE 15,000 0 0
INTERXION HOLDING N.V SHS N47279109 15,605 250,000 SH   SOLE 250,000 0 0
INVITATION HOMES INC COM 46187W107 151,237 6,558,419 SH   SOLE 6,558,419 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 3,248 85,000 SH   SOLE 85,000 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 102,998 3,009,000 SH   SOLE 3,009,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,028 1,015,704 SH   SOLE 1,015,704 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,904 522,500 SH Call SOLE 522,500 0 0
LIBERTY PPTY TR SH BEN INT 531172104 11,083 250,000 SH   SOLE 250,000 0 0
MACERICH CO COM 554382101 11,366 200,000 SH   SOLE 200,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 94,954 2,781,298 SH   SOLE 2,781,298 0 0
NABORS INDUSTRIES LTD SHS G6359F103 26,281 4,100,000 SH   SOLE 4,100,000 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 7,453 816,300 SH   SOLE 816,300 0 0
NEXTERA ENERGY INC COM 65339F101 12,193 73,000 SH   SOLE 73,000 0 0
NISOURCE INC COM 65473P105 351,591 13,378,651 SH   SOLE 13,378,651 0 0
NRG ENERGY INC COM NEW 629377508 13,048 425,000 SH   SOLE 425,000 0 0
ONEOK INC NEW COM 682680103 68,308 978,200 SH   SOLE 978,200 0 0
PARAMOUNT GROUP INC COM 69924R108 22,753 1,477,440 SH   SOLE 1,477,440 0 0
PARK HOTELS RESORTS INC COM 700517105 116,054 3,788,888 SH   SOLE 3,788,888 0 0
PARSLEY ENERGY INC CL A 701877102 11,749 388,000 SH   SOLE 388,000 0 0
PG&E CORP COM 69331C108 88,912 2,089,100 SH   SOLE 2,089,100 0 0
PINNACLE WEST CAP CORP COM 723484101 54,330 674,400 SH   SOLE 674,400 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 1,214 50,000 SH   SOLE 50,000 0 0
PLURALSIGHT INC COM CL A 72941B106 1,956 80,000 SH   SOLE 80,000 0 0
PPL CORP COM 69351T106 642,805 22,515,050 SH   SOLE 22,515,050 0 0
PQ GROUP HLDGS INC COM 73943T103 69,193 3,844,031 SH   SOLE 3,844,031 0 0
QTS RLTY TR INC COM CL A 74736A103 95,358 2,414,130 SH   SOLE 2,414,130 0 0
REALPAGE INC COM 75606N109 4,684 85,000 SH   SOLE 85,000 0 0
RETAIL PPTYS AMER INC CL A 76131V202 46,647 3,650,000 SH   SOLE 3,650,000 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 19,864 1,167,079 SH   SOLE 1,167,079 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 35,620 750,000 SH   SOLE 750,000 0 0
SCANA CORP NEW COM 80589M102 19,879 516,069 SH   SOLE 516,069 0 0
SEMPRA ENERGY COM 816851109 598,640 5,155,804 SH   SOLE 5,155,804 0 0
SEMPRA ENERGY 6% PFD CONV A 816851406 41,284 400,000 SH   SOLE 400,000 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 12,867 580,115 SH   SOLE 580,115 0 0
SMARTSHEET INC COM CL A 83200N103 1,039 40,000 SH   SOLE 40,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 8,030 1,000,000 SH   SOLE 1,000,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 33,648 200,000 SH   SOLE 200,000 0 0
SWITCH INC CL A 87105L104 11,513 946,000 SH   SOLE 946,000 0 0
T MOBILE US INC COM 872590104 107,550 1,800,000 SH   SOLE 1,800,000 0 0
TARGA RES CORP COM 87612G101 314,677 6,358,400 SH   SOLE 6,358,400 0 0
TRINSEO S A SHS L9340P101 37,227 524,700 SH   SOLE 524,700 0 0
UNIVAR INC COM 91336L107 53,978 2,057,083 SH   SOLE 2,057,083 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 32,097 2,120,000 SH   SOLE 2,120,000 0 0
VENATOR MATLS PLC SHS G9329Z100 75,837 4,635,521 SH   SOLE 4,635,521 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 45,788 1,280,794 SH   SOLE 1,280,794 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 69,470 1,435,625 SH   SOLE 1,435,625 0 0
ZAYO GROUP HLDGS INC COM 98919V105 146,496 4,015,777 SH   SOLE 4,015,777 0 0