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
ADT Inc Common Stock 00090Q103 42,866 7,004,168 SH   DFND   7,004,168 0 0
American Tower Corp REIT 03027X100 29,309 143,355 SH   DFND   143,355 0 0
Apollo Global Management LLC MLP 037612306 18,083 527,189 SH   DFND   527,189 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 216 15,185 SH   DFND   15,185 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 10,645 747,519 SH   DFND   747,519 0 0
Antero Resources Corp Common Stock 03674X106 1,985 358,979 SH   DFND   358,979 0 0
Ares Capital Corp Common Stock 04010L103 22,553 1,257,110 SH   DFND   1,257,110 0 0
Ares Management Corp Common Stock 03990B101 15,208 581,105 SH   DFND   581,105 0 0
Atmos Energy Corp Common Stock 049560105 41,923 397,146 SH   DFND   397,146 0 0
American Water Works Co Inc Common Stock 030420103 39,750 342,674 SH   DFND   342,674 0 0
Brookfield Business Partners L Ltd Part G16234109 5,493 141,214 SH   DFND   141,214 0 0
Bain Capital Specialty Finance Common Stock 05684B107 2,112 113,412 SH   DFND   113,412 0 0
Bloom Energy Corp Common Stock 093712107 11,042 899,926 SH   DFND   899,926 0 0
Clarivate Analytics PLC Common Stock G21810109 101,601 6,606,031 SH   DFND   6,606,031 0 0
Crown Castle International Cor REIT 22822V101 40,111 307,717 SH   DFND   307,717 0 0
Ceridian HCM Holding Inc Common Stock 15677J108 55,867 1,112,889 SH   DFND   1,112,889 0 0
Carlyle Group LP/The MLP 14309L102 4,624 204,497 SH   DFND   204,497 0 0
CMS Energy Corp Common Stock 125896100 18,940 327,053 SH   DFND   327,053 0 0
Canadian National Railway Co Common Stock 136375102 39,006 421,844 SH   DFND   421,844 0 0
Edison International Common Stock 281020107 18,250 270,733 SH   DFND   270,733 0 0
Enbridge Inc Common Stock 29250N105 39,882 1,107,766 SH   DFND   1,107,766 0 0
Enterprise Products Partners L MLP 293792107 2,815 97,504 SH   DFND   97,504 0 0
Elastic NV Common Stock N14506104 941 12,598 SH   DFND   12,598 0 0
Energy Transfer LP MLP 29273V100 1,713 121,635 SH   DFND   121,635 0 0
Fortis Inc/Canada Common Stock 349553107 24,186 613,078 SH   DFND   613,078 0 0
Highwoods Properties Inc REIT 431284108 983 23,795 SH   DFND   23,795 0 0
At Home Group Inc Common Stock 04650Y100 5,961 895,087 SH   DFND   895,087 0 0
KKR & Co Inc Common Stock 48251W104 28,031 1,109,256 SH   DFND   1,109,256 0 0
Kinder Morgan Inc/DE Common Stock 49456B101 8,894 425,957 SH   DFND   425,957 0 0
Mid-America Apartment Communit REIT 59522J103 2,891 24,550 SH   DFND   24,550 0 0
Macquarie Infrastructure Corp Common Stock 55608B105 295 7,282 SH   DFND   7,282 0 0
Magellan Midstream Partners LP MLP 559080106 711 11,114 SH   DFND   11,114 0 0
Annaly Capital Management Inc REIT 035710409 2,433 266,450 SH   DFND   266,450 0 0
New Mountain Finance Corp Common Stock 647551100 11,058 791,543 SH   DFND   791,543 0 0
Nutanix Inc Common Stock 67059N108 1,296 49,964 SH   DFND   49,964 0 0
Oaktree Specialty Lending Corp Common Stock 67401P108 3,596 663,480 SH   DFND   663,480 0 0
ONEOK Inc Common Stock 682680103 461 6,700 SH   DFND   6,700 0 0
Plains All American Pipeline L MLP 726503105 684 28,078 SH   DFND   28,078 0 0
Republic Services Inc Common Stock 760759100 41,597 480,109 SH   DFND   480,109 0 0
Cia de Saneamento Basico do Es ADR 20441A102 540 44,400 SH   DFND   44,400 0 0
Solar Capital Ltd Common Stock 83413U100 12,966 631,567 SH   DFND   631,567 0 0
Senior Housing Properties Trus REIT 81721M109 1,018 123,083 SH   DFND   123,083 0 0
Spotify Technology SA Common Stock L8681T102 3,625 24,789 SH   DFND   24,789 0 0
STAG Industrial Inc REIT 85254J102 2,310 76,384 SH   DFND   76,384 0 0
TC Energy Corp Common Stock 87807B107 17,181 346,891 SH   DFND   346,891 0 0
Union Pacific Corp Common Stock 907818108 43,019 254,384 SH   DFND   254,384 0 0
Univar Inc Common Stock 91336L107 9,430 427,878 SH   DFND   427,878 0 0
Williams Cos Inc/The Common Stock 969457100 27,576 983,439 SH   DFND   983,439 0 0