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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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
ALLIANT ENERGY CORP COM 018802108 51,843 1,100,000 SH   SOLE 1,100,000 0 0
ALTICE USA INC CL A 02156K103 158,171 7,363,635 SH   SOLE 7,363,635 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 45,440 2,000,000 SH   SOLE 2,000,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 72,912 370,000 SH   SOLE 370,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 58,646 562,500 SH   SOLE 562,500 0 0
AMERICOLD RLTY TR COM 03064D108 126,537 4,147,400 SH   SOLE 4,147,400 0 0
ANTERO MIDSTREAM CORP COM 03676B102 65,282 4,737,458 SH   SOLE 4,737,458 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 121,024 2,406,515 SH   SOLE 2,406,515 0 0
AT&T INC COM 00206R102 20,384 650,000 SH   SOLE 650,000 0 0
CALLON PETE CO DEL COM 13123X102 1,133 150,000 SH   SOLE 150,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 176,172 2,577,124 SH   SOLE 2,577,124 0 0
COMCAST CORP NEW CL A 20030N101 129,935 3,250,000 SH   SOLE 3,250,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 15,575 875,000 SH   SOLE 875,000 0 0
DISCOVERY INC COM SER A 25470F104 17,563 650,000 SH   SOLE 650,000 0 0
DOMINION ENERGY INC COM 25746U109 139,905 1,825,000 SH   SOLE 1,825,000 0 0
DOUGLAS EMMETT INC COM 25960P109 46,988 1,162,500 SH   SOLE 1,162,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 26,033 289,255 SH   SOLE 289,255 0 0
EDISON INTL COM 281020107 92,880 1,500,000 SH   SOLE 1,500,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 17,349 1,211,529 SH   SOLE 1,211,529 0 0
ENBRIDGE INC COM 29250N105 28,873 797,200 SH   SOLE 797,200 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 10,450 1,170,229 SH   SOLE 1,170,229 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 141,281 9,192,015 SH   SOLE 9,192,015 0 0
ENTERGY CORP NEW COM 29364G103 45,634 477,190 SH   SOLE 477,190 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 136,571 4,693,165 SH   SOLE 4,693,165 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 44,585 965,664 SH   SOLE 965,664 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 16,607 762,500 SH   SOLE 762,500 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 66,939 888,723 SH   SOLE 888,723 0 0
EVERSOURCE ENERGY COM 30040W108 44,344 625,000 SH   SOLE 625,000 0 0
FIRSTENERGY CORP COM 337932107 1,228,436 29,522,612 SH   SOLE 29,522,612 0 0
HCP INC COM 40414L109 194,849 6,225,194 SH   SOLE 6,225,194 0 0
HEALTHCARE RLTY TR COM 421946104 13,647 425,000 SH   SOLE 425,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 49,235 2,605,000 SH   SOLE 2,605,000 0 0
INVITATION HOMES INC COM 46187W107 97,320 4,000,000 SH   SOLE 4,000,000 0 0
KILROY RLTY CORP COM 49427F108 94,950 1,250,000 SH   SOLE 1,250,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 121,050 2,500,000 SH   SOLE 2,500,000 0 0
LYFT INC CL A COM 55087P104 7,946 101,500 SH   SOLE 101,500 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 103,248 3,201,500 SH   SOLE 3,201,500 0 0
MPLX LP COM UNIT REP LTD 55336V100 125,942 3,829,189 SH   SOLE 3,829,189 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 34,619 625,000 SH   SOLE 625,000 0 0
NEXTERA ENERGY INC COM 65339F101 34,013 175,940 SH   SOLE 175,940 0 0
NISOURCE INC COM 65473P105 502,605 17,536,814 SH   SOLE 17,536,814 0 0
NRG ENERGY INC COM NEW 629377508 14,868 350,000 SH   SOLE 350,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 111,398 2,920,000 SH   SOLE 2,920,000 0 0
ONEOK INC NEW COM 682680103 205,705 2,945,381 SH   SOLE 2,945,381 0 0
PARSLEY ENERGY INC CL A 701877102 40,204 2,083,100 SH   SOLE 2,083,100 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 52,274 1,683,000 SH   SOLE 1,683,000 0 0
PG&E CORP COM 69331C108 96,107 5,399,243 SH   SOLE 5,399,243 0 0
PPL CORP COM 69351T106 671,569 21,158,428 SH   SOLE 21,158,428 0 0
PQ GROUP HLDGS INC COM 73943T103 53,099 3,500,237 SH   SOLE 3,500,237 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 240,297 4,044,720 SH   SOLE 4,044,720 0 0
QTS RLTY TR INC COM CL A 74736A103 114,113 2,536,402 SH   SOLE 2,536,402 0 0
REALTY INCOME CORP COM 756109104 73,560 1,000,000 SH   SOLE 1,000,000 0 0
RETAIL PPTYS AMER INC CL A 76131V202 3,657 300,000 SH   SOLE 300,000 0 0
SEMPRA ENERGY COM 816851109 1,030,131 8,184,740 SH   SOLE 8,184,740 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 4,515 220,800 SH   SOLE 220,800 0 0
SIRIUS XM HLDGS INC COM 82968B103 251,692 44,390,065 SH   SOLE 44,390,065 0 0
STAG INDL INC COM 85254J102 133,425 4,500,000 SH   SOLE 4,500,000 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 14,707 585,000 SH   SOLE 585,000 0 0
TARGA RES CORP COM 87612G101 59,948 1,442,800 SH   SOLE 1,442,800 0 0
UDR INC COM 902653104 100,353 2,207,500 SH   SOLE 2,207,500 0 0
UNIVAR INC COM 91336L107 18,701 843,900 SH   SOLE 843,900 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 18,263 2,762,968 SH   SOLE 2,762,968 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 13,249 451,117 SH   SOLE 451,117 0 0
WELLTOWER INC COM 95040Q104 313,116 4,034,999 SH   SOLE 4,034,999 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 105,627 3,368,212 SH   SOLE 3,368,212 0 0
ZAYO GROUP HLDGS INC COM 98919V105 95,918 3,375,004 SH   SOLE 3,375,004 0 0