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 763 10,000 SH   SOLE 10,000 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,092 36,500 SH   SOLE 36,500 0 0
AGREE REALTY CORP COM 008492100 74,169 1,056,988 SH   SOLE 1,056,988 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 125,225 775,000 SH   SOLE 775,000 0 0
ALLIANT ENERGY CORP COM 018802108 164,160 3,000,000 SH   SOLE 3,000,000 0 0
ALTICE USA INC CL A 02156K103 230,458 8,429,317 SH   SOLE 8,429,317 0 0
AMEREN CORP COM 023608102 178,453 2,323,602 SH   SOLE 2,323,602 0 0
AMERICAN TOWER CORP NEW COM 03027X100 241,311 1,050,000 SH   SOLE 1,050,000 0 0
AQUA AMERICA INC COM 03836W103 469,400 10,000,000 SH   SOLE 10,000,000 0 0
BILL COM HLDGS INC COM 090043100 514 13,500 SH   SOLE 13,500 0 0
BOSTON PROPERTIES INC COM 101121101 12,063 87,500 SH   SOLE 87,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102 596 17,000 SH   SOLE 17,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 16,820 784,514 SH   SOLE 784,514 0 0
CASTLE BIOSCIENCES INC COM 14843C105 1,753 51,000 SH   SOLE 51,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 269,623 9,887,155 SH   SOLE 9,887,155 0 0
CHENIERE ENERGY INC COM NEW 16411R208 152,736 2,501,000 SH   SOLE 2,501,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 14,323 217,640 SH   SOLE 217,640 0 0
COUSINS PPTYS INC COM NEW 222795502 75,190 1,825,000 SH   SOLE 1,825,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 25,376 1,241,500 SH   SOLE 1,241,500 0 0
DISCOVERY INC COM SER A 25470F104 21,117 645,000 SH   SOLE 645,000 0 0
DISH NETWORK CORP CL A 25470M109 26,603 750,000 SH   SOLE 750,000 0 0
DOUGLAS EMMETT INC COM 25960P109 285,438 6,502,000 SH   SOLE 6,502,000 0 0
DTE ENERGY CO COM 233331107 129,870 1,000,000 SH   SOLE 1,000,000 0 0
EDISON INTL COM 281020107 175,328 2,325,000 SH   SOLE 2,325,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 135,682 10,575,341 SH   SOLE 10,575,341 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 127,910 4,542,250 SH   SOLE 4,542,250 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 15,688 524,500 SH   SOLE 524,500 0 0
EQUINIX INC COM 29444U700 30,644 52,500 SH   SOLE 52,500 0 0
EVERGY INC COM 30034W106 147,693 2,269,061 SH   SOLE 2,269,061 0 0
EVERSOURCE ENERGY COM 30040W108 140,366 1,650,000 SH   SOLE 1,650,000 0 0
FIRSTENERGY CORP COM 337932107 117,863 2,425,162 SH   SOLE 2,425,162 0 0
FORTIS INC COM 349553107 405,687 9,776,628 SH   SOLE 9,776,628 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 6,448 125,000 SH   SOLE 125,000 0 0
GENMAB A S SPONSORED ADS 372303206 16,748 750,000 SH   SOLE 750,000 0 0
HEALTHPEAK PPTYS INC COM 42250P103 148,221 4,300,000 SH   SOLE 4,300,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 214,572 6,239,359 SH   SOLE 6,239,359 0 0
HOST HOTELS & RESORTS INC COM 44107P104 60,380 3,255,000 SH   SOLE 3,255,000 0 0
INTELSAT S A COM L5140P101 3,782 538,000 SH   SOLE 538,000 0 0
INTERXION HOLDING N.V SHS N47279109 12,572 150,000 SH   SOLE 150,000 0 0
INVITATION HOMES INC COM 46187W107 419,580 14,000,000 SH   SOLE 14,000,000 0 0
KILROY RLTY CORP COM 49427F108 30,624 365,000 SH   SOLE 365,000 0 0
KIMCO RLTY CORP COM 49446R109 80,831 3,903,000 SH   SOLE 3,903,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 127,366 2,121,000 SH   SOLE 2,121,000 0 0
LIVONGO HEALTH INC COM 539183103 1,027 41,000 SH   SOLE 41,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 206,049 6,653,167 SH   SOLE 6,653,167 0 0
MIDDLESEX WATER CO COM 596680108 1,112 17,500 SH   SOLE 17,500 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 2,562 160,000 SH   SOLE 160,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 110,761 4,350,410 SH   SOLE 4,350,410 0 0
NEXTERA ENERGY INC COM 65339F101 1,085 4,480 SH   SOLE 4,480 0 0
NISOURCE INC COM 65473P105 185,918 6,678,100 SH   SOLE 6,678,100 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 595 23,000 SH   SOLE 23,000 0 0
ONEOK INC NEW COM 682680103 56,753 750,000 SH   SOLE 750,000 0 0
PERSONALIS INC COM 71535D106 2,180 200,000 SH   SOLE 200,000 0 0
PHREESIA INC COM 71944F106 666 25,000 SH   SOLE 25,000 0 0
PINNACLE WEST CAP CORP COM 723484101 78,689 875,000 SH   SOLE 875,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 61,742 3,357,342 SH   SOLE 3,357,342 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 3,790 200,000 SH   SOLE 200,000 0 0
PQ GROUP HLDGS INC COM 73943T103 51,757 3,012,617 SH   SOLE 3,012,617 0 0
PROLOGIS INC COM 74340W103 15,600 175,000 SH   SOLE 175,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 184,531 3,125,000 SH   SOLE 3,125,000 0 0
QTS RLTY TR INC COM CL A 74736A103 113,052 2,083,135 SH   SOLE 2,083,135 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 35,750 2,009,554 SH   SOLE 2,009,554 0 0
REALTY INCOME CORP COM 756109104 191,475 2,600,500 SH   SOLE 2,600,500 0 0
RED ROCK RESORTS INC CL A 75700L108 15,673 654,400 SH   SOLE 654,400 0 0
RETAIL PPTYS AMER INC CL A 76131V202 31,825 2,375,000 SH   SOLE 2,375,000 0 0
RMR GROUP INC CL A 74967R106 9,335 204,541 SH   SOLE 204,541 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 1,968 100,000 SH   SOLE 100,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 60,248 250,000 SH   SOLE 250,000 0 0
SILK ROAD MEDICAL INC COM 82710M100 404 10,000 SH   SOLE 10,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 42,900 6,000,000 SH   SOLE 6,000,000 0 0
SITE CENTERS CORP COM 82981J109 15,773 1,125,000 SH   SOLE 1,125,000 0 0
SOUTHERN CO COM 842587107 223,341 3,506,141 SH   SOLE 3,506,141 0 0
SPROUT SOCIAL INC COM CL A 85209W109 369 23,000 SH   SOLE 23,000 0 0
STOKE THERAPEUTICS INC COM 86150R107 708 25,000 SH   SOLE 25,000 0 0
T MOBILE US INC COM 872590104 47,052 600,000 SH   SOLE 600,000 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 2,882 130,300 SH   SOLE 130,300 0 0
TRANSMEDICS GROUP INC COM 89377M109 9,341 491,377 SH   SOLE 491,377 0 0
VENTAS INC COM 92276F100 14,435 250,000 SH   SOLE 250,000 0 0
WELLTOWER INC COM 95040Q104 403,233 4,930,710 SH   SOLE 4,930,710 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 60,154 3,055,076 SH   SOLE 3,055,076 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 25,027 484,177 SH   SOLE 484,177 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 23,868 380,000 SH   SOLE 380,000 0 0