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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,763 36,500 SH   SOLE 36,500 0 0
AKERO THERAPEUTICS INC COM 00973Y108 479 25,000 SH   SOLE 25,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 124,865 885,000 SH   SOLE 885,000 0 0
ALLIANT ENERGY CORP COM 018802108 71,166 1,450,000 SH   SOLE 1,450,000 0 0
ALTICE USA INC CL A 02156K103 189,315 7,774,733 SH   SOLE 7,774,733 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 90,641 3,728,541 SH   SOLE 3,728,541 0 0
AMERICAN TOWER CORP NEW COM 03027X100 113,470 555,000 SH   SOLE 555,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 47,328 408,000 SH   SOLE 408,000 0 0
AMERICOLD RLTY TR COM 03064D108 108,847 3,357,400 SH   SOLE 3,357,400 0 0
ANTERO MIDSTREAM CORP COM 03676B102 74,477 6,498,845 SH   SOLE 6,498,845 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 110,237 2,199,462 SH   SOLE 2,199,462 0 0
AQUA AMERICA INC COM 03836W103 463,972 11,215,179 SH   SOLE 11,215,179 0 0
AT&T INC COM 00206R102 49,694 1,482,950 SH   SOLE 1,482,950 0 0
BEYOND MEAT INC COM 08862E109 1,607 10,000 SH   SOLE 10,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 458 17,000 SH   SOLE 17,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 6,438 300,000 SH   SOLE 300,000 0 0
CANADIAN NATL RY CO COM 136375102 1,851 20,000 SH   SOLE 20,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 138,386 4,833,600 SH   SOLE 4,833,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 106,260 1,552,378 SH   SOLE 1,552,378 0 0
CHEWY INC CL A 16679L109 4,410 126,000 SH   SOLE 126,000 0 0
CONSOLIDATED EDISON INC COM 209115104 57,848 659,758 SH   SOLE 659,758 0 0
DISCOVERY INC COM SER A 25470F104 28,014 912,500 SH   SOLE 912,500 0 0
DOMINION ENERGY INC COM 25746U109 260,162 3,364,742 SH   SOLE 3,364,742 0 0
DOUGLAS EMMETT INC COM 25960P109 259,242 6,507,082 SH   SOLE 6,507,082 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 26,260 297,599 SH   SOLE 297,599 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 16,929 1,234,784 SH   SOLE 1,234,784 0 0
ENBRIDGE INC COM 29250N105 71,491 1,984,000 SH   SOLE 1,984,000 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 11,088 1,250,000 SH   SOLE 1,250,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 143,608 10,199,454 SH   SOLE 10,199,454 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2,018 200,000 SH   SOLE 200,000 0 0
ENTERGY CORP NEW COM 29364G103 75,786 736,290 SH   SOLE 736,290 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 134,507 4,659,065 SH   SOLE 4,659,065 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 42,060 941,368 SH   SOLE 941,368 0 0
EVERGY INC COM 30034W106 17,450 290,100 SH   SOLE 290,100 0 0
EVERSOURCE ENERGY COM 30040W108 325,026 4,290,210 SH   SOLE 4,290,210 0 0
EXELON CORP COM 30161N101 49,968 1,042,300 SH   SOLE 1,042,300 0 0
FASTLY INC CL A 31188V100 1,318 65,000 SH   SOLE 65,000 0 0
FIRSTENERGY CORP COM 337932107 1,110,339 25,936,449 SH   SOLE 25,936,449 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 13,292 353,800 SH   SOLE 353,800 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 2,795 85,000 SH   SOLE 85,000 0 0
HCP INC COM 40414L109 149,883 4,686,762 SH   SOLE 4,686,762 0 0
HEALTHCARE RLTY TR COM 421946104 13,311 425,000 SH   SOLE 425,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 69,209 2,175,000 SH   SOLE 2,175,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,466 300,000 SH   SOLE 300,000 0 0
INTERXION HOLDING N.V SHS N47279109 19,023 250,000 SH   SOLE 250,000 0 0
INVITATION HOMES INC COM 46187W107 186,325 6,970,626 SH   SOLE 6,970,626 0 0
JBG SMITH PPTYS COM 46590V100 64,405 1,637,143 SH   SOLE 1,637,143 0 0
KILROY RLTY CORP COM 49427F108 50,006 677,500 SH   SOLE 677,500 0 0
KOSMOS ENERGY LTD COM 500688106 28,215 4,500,000 SH   SOLE 4,500,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 179,519 3,587,500 SH   SOLE 3,587,500 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 2,495 128,000 SH   SOLE 128,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 46,787 1,526,500 SH   SOLE 1,526,500 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 4,344 160,000 SH   SOLE 160,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 136,368 4,236,358 SH   SOLE 4,236,358 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 53,010 1,000,000 SH   SOLE 1,000,000 0 0
NEXTERA ENERGY INC COM 65339F101 1,823 8,900 SH   SOLE 8,900 0 0
NISOURCE INC COM 65473P105 378,467 13,141,205 SH   SOLE 13,141,205 0 0
NRG ENERGY INC COM NEW 629377508 17,560 500,000 SH   SOLE 500,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 100,989 2,748,000 SH   SOLE 2,748,000 0 0
ONEOK INC NEW COM 682680103 174,605 2,537,500 SH   SOLE 2,537,500 0 0
PAGERDUTY INC COM 69553P100 1,412 30,000 SH   SOLE 30,000 0 0
PALOMAR HLDGS INC COM 69753M105 6,192 257,577 SH   SOLE 257,577 0 0
PARSLEY ENERGY INC CL A 701877102 13,047 686,331 SH   SOLE 686,331 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 28,180 1,000,000 SH   SOLE 1,000,000 0 0
PERSONALIS INC COM 71535D106 5,430 200,000 SH   SOLE 200,000 0 0
PG&E CORP COM 69331C108 46,081 2,010,534 SH   SOLE 2,010,534 0 0
PPL CORP COM 69351T106 532,284 17,164,903 SH   SOLE 17,164,903 0 0
PQ GROUP HLDGS INC COM 73943T103 52,288 3,298,909 SH   SOLE 3,298,909 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 266,209 4,525,827 SH   SOLE 4,525,827 0 0
QTS RLTY TR INC COM CL A 74736A103 131,909 2,856,402 SH   SOLE 2,856,402 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 43,505 2,243,706 SH   SOLE 2,243,706 0 0
REALTY INCOME CORP COM 756109104 68,970 1,000,000 SH   SOLE 1,000,000 0 0
RETAIL PPTYS AMER INC CL A 76131V202 50,862 4,325,000 SH   SOLE 4,325,000 0 0
REVOLVE GROUP INC CL A 76156B107 1,208 35,000 SH   SOLE 35,000 0 0
RMR GROUP INC CL A 74967R106 29,363 625,000 SH   SOLE 625,000 0 0
SEMGROUP CORP CL A 81663A105 7,256 604,691 SH   SOLE 604,691 0 0
SEMPRA ENERGY COM 816851109 830,844 6,045,141 SH   SOLE 6,045,141 0 0
SILK ROAD MEDICAL INC COM 82710M100 485 10,000 SH   SOLE 10,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 184,140 33,000,000 SH   SOLE 33,000,000 0 0
SOUTH PLAINS FINANCIAL INC COM 83946P107 413 25,000 SH   SOLE 25,000 0 0
SOUTHERN CO COM 842587107 66,004 1,194,000 SH   SOLE 1,194,000 0 0
STAG INDL INC COM 85254J102 90,720 3,000,000 SH   SOLE 3,000,000 0 0
STOKE THERAPEUTICS INC COM 86150R107 729 25,000 SH   SOLE 25,000 0 0
T MOBILE US INC COM 872590104 14,828 200,000 SH   SOLE 200,000 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 12,666 600,000 SH   SOLE 600,000 0 0
THE REALREAL INC COM 88339P101 2,225 77,000 SH   SOLE 77,000 0 0
TRADEWEB MKTS INC CL A 892672106 4,819 110,000 SH   SOLE 110,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 15,612 538,525 SH   SOLE 538,525 0 0
UBER TECHNOLOGIES INC COM 90353T100 244,522 5,272,140 SH   SOLE 5,272,140 0 0
UDR INC COM 902653104 99,095 2,207,500 SH   SOLE 2,207,500 0 0
UNION PACIFIC CORP COM 907818108 19,870 117,500 SH   SOLE 117,500 0 0
UNITI GROUP INC COM 91325V108 12,392 1,304,391 SH   SOLE 1,304,391 0 0
UNIVAR INC COM 91336L107 58,406 2,650,000 SH   SOLE 2,650,000 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 14,897 2,898,157 SH   SOLE 2,898,157 0 0
VICI PPTYS INC COM 925652109 90,937 4,126,000 SH   SOLE 4,126,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,009 24,100 SH   SOLE 24,100 0 0
WELLTOWER INC COM 95040Q104 194,554 2,386,287 SH   SOLE 2,386,287 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 109,280 3,551,519 SH   SOLE 3,551,519 0 0
ZAYO GROUP HLDGS INC COM 98919V105 43,606 1,325,000 SH   SOLE 1,325,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 823 25,000 SH Call SOLE 25,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,496 152,000 SH   SOLE 152,000 0 0