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
AGORA INC ADS 00851L103 442 10,000 SH   SOLE 10,000 0 0
AGREE REALTY CORP COM 008492100 197,130 3,000,000 SH   SOLE 3,000,000 0 0
AKOUOS INC COM 00973J101 563 25,000 SH   SOLE 25,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 55,195 3,500,000 SH   SOLE 3,500,000 0 0
ALLIANT ENERGY CORP COM 018802108 188,213 3,934,224 SH   SOLE 3,934,224 0 0
ALTICE USA INC CL A 02156K103 236,328 10,484,837 SH   SOLE 10,484,837 0 0
AMERICAN ELEC PWR CO INC COM 025537101 142,657 1,791,270 SH   SOLE 1,791,270 0 0
AMERICAN TOWER CORP NEW COM 03027X100 190,027 735,000 SH   SOLE 735,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,231 437,500 SH   SOLE 437,500 0 0
APPLIED MOLECULAR TRANS INC COM 03824M109 251 10,000 SH   SOLE 10,000 0 0
AVIDITY BIOSCIENCES INC COM 05370A108 565 20,000 SH   SOLE 20,000 0 0
AYALA PHARMACEUTICALS INC COM 05465V108 1,263 125,000 SH   SOLE 125,000 0 0
AZEK CO INC CL A 05478C105 50,754 1,593,046 SH   SOLE 1,593,046 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 10,799 874,382 SH   SOLE 874,382 0 0
BURNING ROCK BIOTECH LTD SPONSORED ADS 12233L107 540 20,000 SH   SOLE 20,000 0 0
CANADIAN NATL RY CO COM 136375102 6,635 75,000 SH   SOLE 75,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 57,303 3,069,238 SH   SOLE 3,069,238 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,100 10,000 SH   SOLE 10,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 208,984 4,325,000 SH   SOLE 4,325,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 45,449 587,500 SH   SOLE 587,500 0 0
CONSOLIDATED EDISON INC COM 209115104 28,340 394,000 SH   SOLE 394,000 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 22,173 875,000 SH   SOLE 875,000 0 0
COUSINS PPTYS INC COM NEW 222795502 3,430 115,000 SH   SOLE 115,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 25,073 250,000 SH   SOLE 250,000 0 0
DIGITAL RLTY TR INC COM 253868103 37,375 263,000 SH   SOLE 263,000 0 0
DISCOVERY INC COM SER A 25470F104 11,078 525,000 SH   SOLE 525,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 13,804 400,000 SH   SOLE 400,000 0 0
DOUGLAS EMMETT INC COM 25960P109 197,286 6,434,633 SH   SOLE 6,434,633 0 0
EDISON INTL COM 281020107 541,742 9,975,000 SH   SOLE 9,975,000 0 0
ENBRIDGE INC COM 29250N105 13,028 428,500 SH   SOLE 428,500 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 56,697 7,963,095 SH   SOLE 7,963,095 0 0
ENTERGY CORP NEW COM 29364G103 31,773 338,700 SH   SOLE 338,700 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 68,053 3,745,351 SH   SOLE 3,745,351 0 0
EQUINIX INC COM 29444U700 171,769 244,580 SH   SOLE 244,580 0 0
ESSENTIAL UTILS INC COM 29670G102 360,285 8,529,478 SH   SOLE 8,529,478 0 0
EVERSOURCE ENERGY COM 30040W108 280,386 3,367,196 SH   SOLE 3,367,196 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 61,825 5,525,000 SH   SOLE 5,525,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 25,402 275,000 SH   SOLE 275,000 0 0
FIRSTENERGY CORP COM 337932107 118,125 3,046,032 SH   SOLE 3,046,032 0 0
FORTIS INC COM 349553107 37,513 986,462 SH   SOLE 986,462 0 0
FUSION PHARMACEUTICALS INC COM 36118A100 393 22,500 SH   SOLE 22,500 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 47,820 600,300 SH   SOLE 600,300 0 0
GENERATION BIO CO COM 37148K100 525 25,000 SH   SOLE 25,000 0 0
GENETRON HLDGS LTD ADS 37186H100 785 65,000 SH   SOLE 65,000 0 0
HEALTHCARE RLTY TR COM 421946104 63,340 2,162,500 SH   SOLE 2,162,500 0 0
HIGHWOODS PPTYS INC COM 431284108 29,864 800,000 SH   SOLE 800,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 138,170 7,067,500 SH   SOLE 7,067,500 0 0
INARI MED INC COM 45332Y109 727 15,000 SH   SOLE 15,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 79,218 900,000 SH   SOLE 900,000 0 0
INVITATION HOMES INC COM 46187W107 199,425 7,243,916 SH   SOLE 7,243,916 0 0
ISHARES TR TRANS AVG ETF 464287192 32,528 200,000 SH Call SOLE 200,000 0 0
JAWS ACQUISITION CORP UNIT 99/99/9999 G50744120 13,038 1,250,000 SH   SOLE 1,250,000 0 0
KEROS THERAPEUTICS INC COM 492327101 596 15,889 SH   SOLE 15,889 0 0
KIMCO RLTY CORP COM 49446R109 67,410 5,250,000 SH   SOLE 5,250,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 2,206 70,000 SH   SOLE 70,000 0 0
LIFE STORAGE INC COM 53223X107 18,041 190,000 SH   SOLE 190,000 0 0
MGE ENERGY INC COM 55277P104 46,292 717,590 SH   SOLE 717,590 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 136,050 5,000,000 SH   SOLE 5,000,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 97,470 850,000 SH   SOLE 850,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 83,028 4,804,848 SH   SOLE 4,804,848 0 0
NATIONAL FUEL GAS CO N J COM 636180101 53,244 1,269,822 SH   SOLE 1,269,822 0 0
NEXTERA ENERGY INC COM 65339F101 38,427 160,000 SH Call SOLE 160,000 0 0
NISOURCE INC COM 65473P105 150,330 6,610,809 SH   SOLE 6,610,809 0 0
NORFOLK SOUTHERN CORP COM 655844108 13,168 75,000 SH   SOLE 75,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 17,195 1,204,121 SH   SOLE 1,204,121 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 354 10,500 SH   SOLE 10,500 0 0
PG&E CORP COM 69331C108 635,408 75,000,000 SH   SOLE 75,000,000 0 0
PG&E CORP COM 69331C108 19,958 2,250,000 SH Call SOLE 2,250,000 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 23,686 657,211 SH   SOLE 657,211 0 0
PINNACLE WEST CAP CORP COM 723484101 225,988 3,083,470 SH   SOLE 3,083,470 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 26,609 3,010,094 SH   SOLE 3,010,094 0 0
PLIANT THERAPEUTICS INC COM 729139105 2,783 85,741 SH   SOLE 85,741 0 0
PNM RES INC COM 69349H107 86,490 2,250,000 SH   SOLE 2,250,000 0 0
PPD INC COM 69355F102 8,630 322,000 SH   SOLE 322,000 0 0
PQ GROUP HLDGS INC COM 73943T103 38,688 2,922,053 SH   SOLE 2,922,053 0 0
PROGENITY INC COM 74319F107 900 100,000 SH   SOLE 100,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 112,187 2,282,070 SH   SOLE 2,282,070 0 0
QTS RLTY TR INC COM CL A 74736A103 127,480 1,989,085 SH   SOLE 1,989,085 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 46,510 4,794,832 SH   SOLE 4,794,832 0 0
ROYALTY PHARMA PLC SHS CL A G7709Q104 8,812 181,500 SH   SOLE 181,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 22,344 75,000 SH   SOLE 75,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 307,544 5,450,000 SH Call SOLE 5,450,000 0 0
SELECTQUOTE INC COM 816307300 3,546 140,000 SH   SOLE 140,000 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 4,484 275,000 SH   SOLE 275,000 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 2,952 240,589 SH   SOLE 240,589 0 0
SHIFT4 PMTS INC CL A 82452J109 2,556 72,000 SH   SOLE 72,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 60,461 10,300,000 SH   SOLE 10,300,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 28,815 1,500,000 SH   SOLE 1,500,000 0 0
SOUTH JERSEY INDS INC COM 838518108 18,743 750,000 SH   SOLE 750,000 0 0
SOUTHERN CO COM 842587107 65,751 1,268,100 SH   SOLE 1,268,100 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5,192 16,000 SH Call SOLE 16,000 0 0
STATE STR CORP COM 857477103 3,178 50,000 SH   SOLE 50,000 0 0
TARGA RES CORP COM 87612G101 13,898 692,500 SH   SOLE 692,500 0 0
T-MOBILE US INC COM 872590104 93,735 900,000 SH   SOLE 900,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 15,120 843,725 SH   SOLE 843,725 0 0
UDR INC COM 902653104 99,057 2,650,000 SH   SOLE 2,650,000 0 0
UNUM GROUP COM 91529Y106 6,221 375,000 SH   SOLE 375,000 0 0
VEREIT INC COM 92339V100 38,580 6,000,000 SH   SOLE 6,000,000 0 0
WELLS FARGO CO NEW COM 949746101 5,440 212,500 SH   SOLE 212,500 0 0
WELLTOWER INC COM 95040Q104 216,081 4,175,476 SH   SOLE 4,175,476 0 0
WERNER ENTERPRISES INC COM 950755108 42,400 974,040 SH   SOLE 974,040 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 37,885 3,773,424 SH   SOLE 3,773,424 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 47,728 2,125,000 SH   SOLE 2,125,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 20,245 475,000 SH   SOLE 475,000 0 0
XCEL ENERGY INC COM 98389B100 10,248 163,961 SH   SOLE 163,961 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 2,641 55,000 SH   SOLE 55,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 2,169 42,500 SH   SOLE 42,500 0 0