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
ACUTUS MED INC COM 005111109 298 10,000 SH   SOLE 10,000 0 0
AGREE REALTY CORP COM 008492100 95,460 1,500,000 SH   SOLE 1,500,000 0 0
ALLOVIR INC COM 019818103 688 25,000 SH   SOLE 25,000 0 0
ALTICE USA INC CL A 02156K103 278,781 10,722,337 SH   SOLE 10,722,337 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 377 10,000 SH   SOLE 10,000 0 0
AMEREN CORP COM 023608102 132,742 1,678,584 SH   SOLE 1,678,584 0 0
AMERICAN TOWER CORP NEW COM 03027X100 256,234 1,060,000 SH   SOLE 1,060,000 0 0
AMERICAN WELL CORP CL A 03044L105 593 20,000 SH   SOLE 20,000 0 0
ATHIRA PHARMA INC COM 04746L104 369 20,000 SH   SOLE 20,000 0 0
AZEK CO INC CL A 05478C105 114,687 3,294,645 SH   SOLE 3,294,645 0 0
BENTLEY SYS INC COM CL B 08265T208 1,350 43,000 SH   SOLE 43,000 0 0
BERKELEY LTS INC COM 084310101 382 5,000 SH   SOLE 5,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 3,032 36,400 SH   SOLE 36,400 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 4,505 505,100 SH   SOLE 505,100 0 0
CBRE GROUP INC CL A 12504L109 46,970 1,000,000 SH   SOLE 1,000,000 0 0
CHECKMATE PHARMACEUTICALS IN COM 162818108 288 25,000 SH   SOLE 25,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 182,767 3,950,000 SH   SOLE 3,950,000 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 10,144 625,000 SH   SOLE 625,000 0 0
CMS ENERGY CORP COM 125896100 14,197 231,190 SH   SOLE 231,190 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 32,855 547,124 SH   SOLE 547,124 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 349 10,000 SH   SOLE 10,000 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 51,591 2,175,000 SH   SOLE 2,175,000 0 0
CORSAIR GAMING INC COM 22041X102 2,010 100,000 SH   SOLE 100,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 9,249 880,000 SH   SOLE 880,000 0 0
DIGITAL RLTY TR INC COM 253868103 44,762 305,000 SH   SOLE 305,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 25,256 870,000 SH   SOLE 870,000 0 0
DOMINION ENERGY INC COM 25746U109 203,978 2,584,286 SH   SOLE 2,584,286 0 0
DOUGLAS EMMETT INC COM 25960P109 161,509 6,434,633 SH   SOLE 6,434,633 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 4,543 100,000 SH   SOLE 100,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 81,918 925,000 SH   SOLE 925,000 0 0
DYNE THERAPEUTICS INC COM 26818M108 202 10,000 SH   SOLE 10,000 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 3,922 175,000 SH   SOLE 175,000 0 0
EDISON INTL COM 281020107 386,346 7,599,252 SH   SOLE 7,599,252 0 0
EDISON INTL COM 281020107 25,420 500,000 SH Call SOLE 500,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 36,902 6,808,512 SH   SOLE 6,808,512 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 46,331 2,934,194 SH   SOLE 2,934,194 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 21,212 346,032 SH   SOLE 346,032 0 0
ESSENTIAL UTILS INC COM 29670G102 343,311 8,529,478 SH   SOLE 8,529,478 0 0
ESSEX PPTY TR INC COM 297178105 90,155 449,000 SH   SOLE 449,000 0 0
EVERSOURCE ENERGY COM 30040W108 129,547 1,550,535 SH   SOLE 1,550,535 0 0
EXELON CORP COM 30161N101 91,707 2,564,510 SH   SOLE 2,564,510 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 53,775 4,500,000 SH   SOLE 4,500,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 88,267 825,000 SH   SOLE 825,000 0 0
FIRST INDL RLTY TR INC COM 32054K103 46,765 1,175,000 SH   SOLE 1,175,000 0 0
FIRSTENERGY CORP COM 337932107 161,287 5,617,791 SH   SOLE 5,617,791 0 0
FUELCELL ENERGY INC COM 35952H601 2,675 1,250,000 SH   SOLE 1,250,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 49,123 600,300 SH   SOLE 600,300 0 0
GOODRX HLDGS INC COM CL A 38246G108 3,086 55,500 SH   SOLE 55,500 0 0
HEALTHCARE RLTY TR COM 421946104 67,770 2,250,000 SH   SOLE 2,250,000 0 0
HIGHWOODS PPTYS INC COM 431284108 92,318 2,750,000 SH   SOLE 2,750,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 135,321 6,450,000 SH   SOLE 6,450,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 111,699 900,000 SH   SOLE 900,000 0 0
INOZYME PHARMA INC COM 45790W108 263 10,000 SH   SOLE 10,000 0 0
INVITATION HOMES INC COM 46187W107 176,687 6,312,500 SH   SOLE 6,312,500 0 0
JAMF HLDG CORP COM 47074L105 3,950 105,000 SH   SOLE 105,000 0 0
JFROG LTD ORD SHS M6191J100 1,354 16,000 SH   SOLE 16,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 4,904 80,000 SH   SOLE 80,000 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 3,528 243,000 SH   SOLE 243,000 0 0
KYMERA THERAPEUTICS INC COM 501575104 404 12,500 SH   SOLE 12,500 0 0
LI AUTO INC SPONSORED ADS 50202M102 4,348 250,000 SH   SOLE 250,000 0 0
LIFE STORAGE INC COM 53223X107 36,845 350,000 SH   SOLE 350,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 3,762 25,000 SH   SOLE 25,000 0 0
MGE ENERGY INC COM 55277P104 49,382 788,101 SH   SOLE 788,101 0 0
MID-AMER APT CMNTYS INC COM 59522J103 96,239 830,000 SH   SOLE 830,000 0 0
MIDDLESEX WTR CO COM 596680108 1,398 22,500 SH   SOLE 22,500 0 0
MPLX LP COM UNIT REP LTD 55336V100 47,863 3,040,834 SH   SOLE 3,040,834 0 0
NANO X IMAGING LTD ORD SHS M70700105 1,411 60,000 SH   SOLE 60,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,736 28,952 SH   SOLE 28,952 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 3,912 368,336 SH   SOLE 368,336 0 0
OAK STR HEALTH INC COM 67181A107 2,138 40,000 SH   SOLE 40,000 0 0
ONEOK INC NEW COM 682680103 33,774 1,300,000 SH   SOLE 1,300,000 0 0
OUTSET MED INC COM 690145107 1,225 24,500 SH   SOLE 24,500 0 0
PEMBINA PIPELINE CORP COM 706327103 2,122 100,000 SH   SOLE 100,000 0 0
PG&E CORP COM 69331C108 59,861 6,375,000 SH Call SOLE 6,375,000 0 0
PG&E CORP COM 69331C108 704,250 75,000,000 SH   SOLE 75,000,000 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 7,843 340,403 SH   SOLE 340,403 0 0
PINNACLE WEST CAP CORP COM 723484101 68,586 920,000 SH   SOLE 920,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4,685 783,487 SH   SOLE 783,487 0 0
PLYMOUTH INDL REIT INC COM 729640102 617 50,000 SH   SOLE 50,000 0 0
PNM RES INC COM 69349H107 93,290 2,257,201 SH   SOLE 2,257,201 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 2,229 62,800 SH   SOLE 62,800 0 0
POSEIDA THERAPEUTICS INC COM 73730P108 98 11,000 SH   SOLE 11,000 0 0
PQ GROUP HLDGS INC COM 73943T103 7,367 718,000 SH   SOLE 718,000 0 0
PRELUDE THERAPEUTICS INC COM 74065P101 1,205 40,000 SH   SOLE 40,000 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,692 712,500 SH   SOLE 712,500 0 0
PROLOGIS INC. COM 74340W103 108,167 1,075,000 SH   SOLE 1,075,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 110,396 2,010,496 SH   SOLE 2,010,496 0 0
QTS RLTY TR INC COM CL A 74736A103 120,841 1,917,500 SH   SOLE 1,917,500 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 9,645 500,000 SH   SOLE 500,000 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 28,529 4,794,832 SH   SOLE 4,794,832 0 0
REGENCY CTRS CORP COM 758849103 38,231 1,005,542 SH   SOLE 1,005,542 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 14,989 1,300,000 SH   SOLE 1,300,000 0 0
RELAY THERAPEUTICS INC COM 75943R102 681 16,000 SH   SOLE 16,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 29,690 500,000 SH Call SOLE 500,000 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 5,124 541,616 SH   SOLE 541,616 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 110,014 20,525,000 SH   SOLE 20,525,000 0 0
SNOWFLAKE INC CL A 833445109 13,604 54,200 SH   SOLE 54,200 0 0
SOUTHERN CO COM 842587107 45,478 838,772 SH   SOLE 838,772 0 0
SOUTHWESTERN ENERGY CO COM 845467109 60,438 25,718,227 SH   SOLE 25,718,227 0 0
SPIRE INC COM 84857L101 9,781 183,845 SH   SOLE 183,845 0 0
STATE STR CORP COM 857477103 8,900 150,000 SH   SOLE 150,000 0 0
STEPSTONE GROUP INC COM CL A 85914M107 1,331 50,000 SH   SOLE 50,000 0 0
SUMO LOGIC INC COM 86646P103 436 20,000 SH   SOLE 20,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 8,734 1,100,000 SH   SOLE 1,100,000 0 0
TARGA RES CORP COM 87612G101 5,261 375,000 SH   SOLE 375,000 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106 448 20,000 SH   SOLE 20,000 0 0
T-MOBILE US INC COM 872590104 108,642 950,000 SH   SOLE 950,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 6,835 495,999 SH   SOLE 495,999 0 0
TREAN INS GROUP INC COM 89457R101 10,691 701,063 SH   SOLE 701,063 0 0
UNION PAC CORP COM 907818108 4,922 25,000 SH   SOLE 25,000 0 0
UNUM GROUP COM 91529Y106 14,979 890,000 SH   SOLE 890,000 0 0
VEREIT INC COM 92339V100 91,650 14,100,000 SH   SOLE 14,100,000 0 0
VERTEX INC CL A 92538J106 2,300 100,000 SH   SOLE 100,000 0 0
VITAL FARMS INC COM 92847W103 284 7,000 SH   SOLE 7,000 0 0
WEC ENERGY GROUP INC COM 92939U106 3,281 33,855 SH   SOLE 33,855 0 0
WELLS FARGO CO NEW COM 949746101 29,388 1,250,000 SH   SOLE 1,250,000 0 0
WELLTOWER INC COM 95040Q104 220,360 4,000,000 SH   SOLE 4,000,000 0 0
WELLTOWER INC COM 95040Q104 6,886 125,000 SH Call SOLE 125,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 26,277 3,284,667 SH   SOLE 3,284,667 0 0
XPENG INC ADS 98422D105 2,007 100,000 SH   SOLE 100,000 0 0