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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACELYRIN INC COM 00445A100   250,800 12,000 SH   SOLE   12,000 0 0
AES CORP COM 00130H105   3,368,625 162,500 SH   SOLE   162,500 0 0
AGREE RLTY CORP COM 008492100   49,042,500 750,000 SH   SOLE   750,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   826,000 100,000 SH   SOLE   100,000 0 0
ALGONQUIN PWR UTILS CORP UNIT 06/15/2024 015857873   1,133,798 38,679 SH   SOLE   38,679 0 0
ALKERMES PLC SHS G01767105   3,411,700 109,000 SH   SOLE   109,000 0 0
ALLETE INC COM NEW 018522300   35,376,193 610,250 SH   SOLE   610,250 0 0
AMAZON COM INC COM 023135106   6,518,000 50,000 SH   SOLE   50,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101   93,852,351 1,114,636 SH   SOLE   1,114,636 0 0
AMERICAN TOWER CORP NEW COM 03027X100   10,666,700 55,000 SH   SOLE   55,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   198,917,557 1,393,468 SH   SOLE   1,393,468 0 0
APARTMENT INCOME REIT CORP COM 03750L109   1,804,500 50,000 SH   SOLE   50,000 0 0
ARGENX SE SPONSORED ADR 04016X101   1,870,704 4,800 SH   SOLE   4,800 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   3,206,336 44,800 SH   SOLE   44,800 0 0
ATS CORPORATION COM 00217Y104   9,218,000 200,000 SH   SOLE   200,000 0 0
BIOGEN INC COM 09062X103   5,583,060 19,600 SH   SOLE   19,600 0 0
BLACK HILLS CORP COM 092113109   39,325,676 652,600 SH   SOLE   652,600 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   1,794,880 28,400 SH   SOLE   28,400 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113   229,230 4,245,000 SH   SOLE   4,245,000 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   55,000,000 2,500,000 SH   SOLE   2,500,000 0 0
CAMECO CORP COM 13321L108   97,279,713 3,105,002 SH   SOLE   3,105,002 0 0
CANADIAN NATL RY CO COM 136375102   2,663,540 22,000 SH   SOLE   22,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   605,798 7,500 SH   SOLE   7,500 0 0
CANNAE HLDGS INC COM 13765N107   3,536,750 175,000 SH   SOLE   175,000 0 0
CASELLA WASTE SYS INC CL A 147448104   13,567,500 150,000 SH   SOLE   150,000 0 0
CAVA GROUP INC COM 148929102   409,500 10,000 SH   SOLE   10,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   52,747,032 346,200 SH   SOLE   346,200 0 0
CMS ENERGY CORP COM 125896100   4,156,563 70,750 SH   SOLE   70,750 0 0
CONSOLIDATED EDISON INC COM 209115104   4,068,000 45,000 SH   SOLE   45,000 0 0
COREBRIDGE FINL INC COM 21871X109   93,679,537 5,304,617 SH   SOLE   5,304,617 0 0
CSX CORP COM 126408103   2,100,560 61,600 SH   SOLE   61,600 0 0
CYTOKINETICS INC COM NEW 23282W605   1,631,000 50,000 SH   SOLE   50,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   23,569,255 593,684 SH   SOLE   593,684 0 0
DOMINION ENERGY INC COM 25746U109   4,143,200 80,000 SH   SOLE   80,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   76,313,065 1,539,501 SH   SOLE   1,539,501 0 0
DTE ENERGY CO COM 233331107   94,980,266 863,300 SH   SOLE   863,300 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   101,677,843 1,133,027 SH   SOLE   1,133,027 0 0
EASTGROUP PPTYS INC COM 277276101   40,987,828 236,105 SH   SOLE   236,105 0 0
EDISON INTL COM 281020107   6,257,445 90,100 SH   SOLE   90,100 0 0
EDISON INTL COM 281020107   104,175,000 1,500,000 SH Put SOLE   1,500,000 0 0
ENBRIDGE INC COM 29250N105   14,850,155 400,000 SH   SOLE   400,000 0 0
ENTERGY CORP NEW COM 29364G103   128,473,483 1,319,436 SH   SOLE   1,319,436 0 0
EQUINIX INC COM 29444U700   9,799,250 12,500 SH   SOLE   12,500 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   107,072,000 11,200,000 SH   SOLE   11,200,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   19,230,875 287,500 SH   SOLE   287,500 0 0
ESSENTIAL UTILS INC COM 29670G102   83,662,455 2,096,278 SH   SOLE   2,096,278 0 0
EVEREST RE GROUP LTD COM G3223R108   81,191,750 237,500 SH   SOLE   237,500 0 0
EVERGY INC COM 30034W106   101,124,027 1,730,983 SH   SOLE   1,730,983 0 0
EVERSOURCE ENERGY COM 30040W108   12,269,160 173,000 SH   SOLE   173,000 0 0
FERGUSON PLC NEW SHS G3421J106   6,087,897 38,700 SH   SOLE   38,700 0 0
FIRSTENERGY CORP COM 337932107   38,027,790 978,081 SH   SOLE   978,081 0 0
GENERAL MTRS CO COM 37045V100   52,538,000 1,362,500 SH   SOLE   1,362,500 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   21,014,000 200,000 SH   SOLE   200,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,507,500 75,000 SH   SOLE   75,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   12,701,520 414,000 SH   SOLE   414,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   21,104,750 145,000 SH   SOLE   145,000 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   2,134,576 35,600 SH   SOLE   35,600 0 0
INCYTE CORP COM 45337C102   958,650 15,400 SH   SOLE   15,400 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   90,349,875 1,237,500 SH   SOLE   1,237,500 0 0
INTEL CORP COM 458140100   5,016,000 150,000 SH   SOLE   150,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   6,690,500 50,000 SH   SOLE   50,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   3,124,044 25,200 SH   SOLE   25,200 0 0
KENVUE INC COM 49177J102   7,926,000 300,000 SH   SOLE   300,000 0 0
KODIAK GAS SVCS INC COM 50012A108   21,112,000 1,300,000 SH   SOLE   1,300,000 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   20,358,360 1,533,009 SH   SOLE   1,533,009 0 0
MICROSOFT CORP COM 594918104   3,405,400 10,000 SH   SOLE   10,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103   28,473,750 187,500 SH   SOLE   187,500 0 0
NCL CORP LTD NOTE 1.125% 2/1 62886HBD2   9,097,100 10,000,000 SH   SOLE   10,000,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   1,716,260 18,200 SH   SOLE   18,200 0 0
NISOURCE INC COM 65473P105   134,348,588 4,912,197 SH   SOLE   4,912,197 0 0
NORFOLK SOUTHN CORP COM 655844108   53,288,600 235,000 SH   SOLE   235,000 0 0
NRG ENERGY INC COM NEW 629377508   34,113,290 912,364 SH   SOLE   912,364 0 0
NXG NEXTGEN INFRASTR INCM FD COM 231647207   2,980,337 77,512 SH   SOLE   77,512 0 0
ONEOK INC NEW COM 682680103   5,246,200 85,000 SH   SOLE   85,000 0 0
OPAL FUELS INC CLASS A COM 68347P103   13,540,766 1,815,116 SH   SOLE   1,815,116 0 0
ORACLE CORP COM 68389X105   47,636,000 400,000 SH   SOLE   400,000 0 0
PG&E CORP COM 69331C108   200,672,294 11,612,980 SH   SOLE   11,612,980 0 0
PG&E CORP COM 69331C108   60,480,000 3,500,000 SH Call SOLE   3,500,000 0 0
PINNACLE WEST CAP CORP COM 723484101   7,412,860 91,000 SH   SOLE   91,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   186,966,480 3,992,451 SH   SOLE   3,992,451 0 0
PPL CORP COM 69351T106   157,447,716 5,950,405 SH   SOLE   5,950,405 0 0
PROLOGIS INC. COM 74340W103   33,723,250 275,000 SH   SOLE   275,000 0 0
PUBLIC STORAGE COM 74460D109   9,486,100 32,500 SH   SOLE   32,500 0 0
REALTY INCOME CORP COM 756109104   19,431,750 325,000 SH   SOLE   325,000 0 0
REGENCY CTRS CORP COM 758849103   23,163,750 375,000 SH   SOLE   375,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   75,540,600 405,000 SH   SOLE   405,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   17,636,016 3,218,251 SH   SOLE   3,218,251 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   1,044,823 22,900 SH   SOLE   22,900 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   216,190,509 4,816,006 SH   SOLE   4,816,006 0 0
SANOFI SPONSORED ADR 80105N105   8,617,532 159,880 SH   SOLE   159,880 0 0
SAVERS VALUE VLG INC COM 80517M109   1,185,000 50,000 SH   SOLE   50,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,897,000 12,500 SH   SOLE   12,500 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   78,528,000 1,200,000 SH Call SOLE   1,200,000 0 0
SEMPRA COM 816851109   54,669,045 375,500 SH   SOLE   375,500 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102   16,510,000 650,000 SH   SOLE   650,000 0 0
SOUTHERN CO COM 842587107   106,750,846 1,519,585 SH   SOLE   1,519,585 0 0
SPIRE INC COM 84857L101   3,044,232 47,986 SH   SOLE   47,986 0 0
TARGA RES CORP COM 87612G101   240,095,500 3,155,000 SH   SOLE   3,155,000 0 0
T-MOBILE US INC COM 872590104   68,755,500 495,000 SH   SOLE   495,000 0 0
TORTOISE ENERGY INDEPENDENC COM 89148K200   244,490 8,504 SH   SOLE   8,504 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886   1,966,860 67,706 SH   SOLE   67,706 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B200   704,971 20,369 SH   SOLE   20,369 0 0
TORTOISE PIPELINE & ENERGY F COM 89148H207   292,032 10,662 SH   SOLE   10,662 0 0
TORTOISE PWR & ENERGY INFRAS COM 89147X104   198,309 15,012 SH   SOLE   15,012 0 0
UNION PAC CORP COM 907818108   3,703,622 18,100 SH   SOLE   18,100 0 0
VENTAS INC COM 92276F100   42,543,000 900,000 SH   SOLE   900,000 0 0
VISTRA CORP COM 92840M102   36,093,750 1,375,000 SH   SOLE   1,375,000 0 0
WELLTOWER INC COM 95040Q104   40,445,000 500,000 SH   SOLE   500,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   34,766,625 1,037,500 SH   SOLE   1,037,500 0 0
XCEL ENERGY INC COM 98389B100   12,434,000 200,000 SH   SOLE   200,000 0 0
YORK WTR CO COM 987184108   29,352,174 711,223 SH   SOLE   711,223 0 0