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 30,765 7,121,436 SH   DFND   7,121,436 0 0
American Tower Corp REIT 03027X100 24,668 113,288 SH   DFND   113,288 0 0
American Water Works Co Inc Common Stock 030420103 40,835 341,546 SH   DFND   341,546 0 0
Annaly Capital Management Inc REIT 035710409 1,888 372,291 SH   DFND   372,291 0 0
Apollo Global Management Inc Common Stock 03768E105 21,061 628,685 SH   DFND   628,685 0 0
Ares Capital Corp Common Stock 04010L103 13,591 1,260,721 SH   DFND   1,260,721 0 0
Ares Management Corp Common Stock 03990B101 13,527 437,333 SH   DFND   437,333 0 0
At Home Group Inc Common Stock 04650Y100 1,808 895,087 SH   DFND   895,087 0 0
Atmos Energy Corp Common Stock 049560105 46,582 469,432 SH   DFND   469,432 0 0
Bain Capital Specialty Finance Common Stock 05684B107 158 17,002 SH   DFND   17,002 0 0
Blackstone Group Inc/The Common Stock 09260D107 24,259 532,355 SH   DFND   532,355 0 0
Bloom Energy Corp Common Stock 093712107 4,707 899,926 SH   DFND   899,926 0 0
Brookfield Business Partners L Ltd Part G16234109 4,959 196,548 SH   DFND   196,548 0 0
Canadian National Railway Co Common Stock 136375102 46,412 594,952 SH   DFND   594,952 0 0
Carlyle Group Inc/The Common Stock 14316J108 9,247 427,136 SH   DFND   427,136 0 0
Ceridian HCM Holding Inc Common Stock 15677J108 6,232 124,474 SH   DFND   124,474 0 0
Ceridian HCM Holding Inc Common Stock 15677J108 10,571 211,127 SH   DFND   211,127 0 0
Cia de Saneamento Basico do Es ADR 20441A102 241 32,600 SH   DFND   32,600 0 0
Clarivate Analytics PLC Common Stock G21810109 81,294 3,917,772 SH   DFND   3,917,772 0 0
Cloudflare Inc Common Stock 18915M107 2,308 98,288 SH   DFND   98,288 0 0
CMS Energy Corp Common Stock 125896100 24,840 422,813 SH   DFND   422,813 0 0
Crown Castle International Cor REIT 22822V101 54,937 380,452 SH   DFND   380,452 0 0
Edison International Common Stock 281020107 19,499 355,892 SH   DFND   355,892 0 0
Enbridge Inc Common Stock 29250N105 34,038 1,170,116 SH   DFND   1,170,116 0 0
Energy Transfer LP MLP 29273V100 576 125,190 SH   DFND   125,190 0 0
Enterprise Products Partners L MLP 293792107 1,290 90,220 SH   DFND   90,220 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 170 15,185 SH   DFND   15,185 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 8,380 747,519 SH   DFND   747,519 0 0
Fortis Inc/Canada Common Stock 349553107 33,172 862,129 SH   DFND   862,129 0 0
Kinder Morgan Inc/DE Common Stock 49456B101 6,916 496,807 SH   DFND   496,807 0 0
KKR & Co Inc Common Stock 48251W104 22,051 939,534 SH   DFND   939,534 0 0
Magellan Midstream Partners LP MLP 559080106 406 11,114 SH   DFND   11,114 0 0
Mid-America Apartment Communit REIT 59522J103 2,962 28,749 SH   DFND   28,749 0 0
New Mountain Finance Corp Common Stock 647551100 6,847 1,006,960 SH   DFND   1,006,960 0 0
Oaktree Specialty Lending Corp Common Stock 67401P108 3,070 947,436 SH   DFND   947,436 0 0
Plains All American Pipeline L MLP 726503105 148 28,078 SH   DFND   28,078 0 0
Prologis Inc REIT 74340W103 912 11,346 SH   DFND   11,346 0 0
Republic Services Inc Common Stock 760759100 43,813 583,706 SH   DFND   583,706 0 0
Solar Capital Ltd Common Stock 83413U100 11,381 977,791 SH   DFND   977,791 0 0
Spotify Technology SA Common Stock L8681T102 3,010 24,789 SH   DFND   24,789 0 0
STAG Industrial Inc REIT 85254J102 1,537 68,267 SH   DFND   68,267 0 0
TC Energy Corp Common Stock 87807B107 35,715 805,368 SH   DFND   805,368 0 0
Union Pacific Corp Common Stock 907818108 25,960 184,059 SH   DFND   184,059 0 0
Williams Cos Inc/The Common Stock 969457100 30,661 2,166,875 SH   DFND   2,166,875 0 0