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
908 DEVICES INC COM 65443P102 1,993 35,000 SH   SOLE   0 0 0
AGREE REALTY CORP COM 008492100 103,338 1,552,091 SH   SOLE   0 0 0
AIRBNB INC COM CL A 009066101 5,725 39,000 SH   SOLE   0 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 133,665 750,000 SH   SOLE   0 0 0
ALLIANT ENERGY CORP COM 018802108 57,971 1,125,000 SH   SOLE   0 0 0
ALTICE USA INC CL A 02156K103 267,068 7,052,237 SH   SOLE   0 0 0
AMEREN CORP COM 023608102 105,310 1,349,087 SH   SOLE   0 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,702 425,000 SH   SOLE   0 0 0
AMERICAN NATIONAL GROUP INC COM NEW 02772A109 8,741 90,941 SH   SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100 139,726 622,500 SH   SOLE   0 0 0
AMERICOLD RLTY TR COM 03064D108 240,779 6,450,000 SH   SOLE   0 0 0
APARTMENT INCOME REIT CORP COM 03750L109 12,483 325,000 SH   SOLE   0 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 258,840 6,000,000 SH   SOLE   0 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 9,545 175,000 SH   SOLE   0 0 0
ATMOS ENERGY CORP COM 049560105 47,715 500,000 SH   SOLE   0 0 0
AVANTOR INC COM 05352A100 8,924 317,000 SH   SOLE   0 0 0
AZEK CO INC CL A 05478C105 76,547 1,990,829 SH   SOLE   0 0 0
AZIYO BIOLOGICS INC COM CL A 05479K106 682 50,000 SH   SOLE   0 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 8,490 4,245,000 SH   SOLE   0 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 23,234 2,081,906 SH   SOLE   0 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 417 37,900 SH   SOLE   0 0 0
C3 AI INC CL A 12468P104 5,689 41,000 SH   SOLE   0 0 0
C4 THERAPEUTICS INC COM STK 12529R107 663 20,000 SH   SOLE   0 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,168 146,400 SH   SOLE   0 0 0
CERTARA INC COM 15687V109 5,901 175,000 SH   SOLE   0 0 0
CHENIERE ENERGY INC COM NEW 16411R208 31,728 528,531 SH   SOLE   0 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 15,814 660,000 SH   SOLE   0 0 0
CMS ENERGY CORP COM 125896100 65,457 1,072,890 SH   SOLE   0 0 0
CODIAK BIOSCIENCES INC COM 192010106 418 12,933 SH   SOLE   0 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 30,950 516,961 SH   SOLE   0 0 0
CONTEXTLOGIC INC COM CL A 21077C107 3,648 200,000 SH   SOLE   0 0 0
CORESITE RLTY CORP COM 21870Q105 34,452 275,000 SH   SOLE   0 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 52,533 330,000 SH   SOLE   0 0 0
CUBESMART COM 229663109 69,741 2,075,000 SH   SOLE   0 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 222 15,000 SH   SOLE   0 0 0
CYRUSONE INC COM 23283R100 7,315 100,000 SH   SOLE   0 0 0
DIGITAL RLTY TR INC COM 253868103 83,706 600,000 SH   SOLE   0 0 0
DISCOVERY INC COM SER A 25470F104 22,568 750,000 SH   SOLE   0 0 0
DISH NETWORK CORPORATION CL A 25470M109 77,212 2,387,500 SH   SOLE   0 0 0
DOUGLAS EMMETT INC COM 25960P109 87,540 3,000,000 SH   SOLE   0 0 0
DUKE REALTY CORP COM NEW 264411505 62,953 1,575,000 SH   SOLE   0 0 0
EDISON INTL COM 281020107 468,025 7,450,252 SH   SOLE   0 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 50,577 8,183,946 SH   SOLE   0 0 0
ENTERGY CORP NEW COM 29364G103 48,752 488,300 SH   SOLE   0 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 37,165 1,897,124 SH   SOLE   0 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 77,625 9,654,897 SH   SOLE   0 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 61,776 975,000 SH   SOLE   0 0 0
ESSENTIAL UTILS INC COM 29670G102 20,098 425,000 SH   SOLE   0 0 0
EVERGY INC COM 30034W106 1,109 19,973 SH   SOLE   0 0 0
EVERSOURCE ENERGY COM 30040W108 109,487 1,265,597 SH   SOLE   0 0 0
EXELON CORP COM 30161N101 151,532 3,589,100 SH   SOLE   0 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 70,051 4,730,000 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC COM 30225T102 86,895 750,000 SH   SOLE   0 0 0
FIRSTENERGY CORP COM 337932107 40,398 1,319,764 SH   SOLE   0 0 0
FUBOTV INC COM 35953D104 40,675 1,452,681 SH   SOLE   0 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 134,022 3,160,898 SH   SOLE   0 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 56,680 605,300 SH   SOLE   0 0 0
GUILD HLDGS CO CL A 40172N107 6,533 385,642 SH   SOLE   0 0 0
HIGHWOODS PPTYS INC COM 431284108 1,486 37,500 SH   SOLE   0 0 0
HILTON GRAND VACATIONS INC COM 43283X105 34,870 1,112,290 SH   SOLE   0 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 100,134 900,000 SH   SOLE   0 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,486 375,000 SH   SOLE   0 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 164,817 900,000 SH   SOLE   0 0 0
INVITATION HOMES INC COM 46187W107 210,128 7,075,000 SH   SOLE   0 0 0
IRON MTN INC NEW COM 46284V101 737 25,000 SH   SOLE   0 0 0
JETBLUE AWYS CORP COM 477143101 17,085 1,175,000 SH   SOLE   0 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 10,958 612,500 SH   SOLE   0 0 0
KILROY RLTY CORP COM 49427F108 54,473 949,000 SH   SOLE   0 0 0
KRONOS BIO INC COM 50107A104 373 12,500 SH   SOLE   0 0 0
LESLIES INC COM 527064109 4,163 150,000 SH   SOLE   0 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 898 32,000 SH   SOLE   0 0 0
MCAFEE CORP COM CL A 579063108 33,494 2,006,830 SH   SOLE   0 0 0
MEDIAALPHA INC CL A 58450V104 5,079 130,000 SH   SOLE   0 0 0
MEREDITH CORP COM 589433101 384 20,000 SH   SOLE   0 0 0
MGE ENERGY INC COM 55277P104 36,739 524,611 SH   SOLE   0 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 1,320 50,000 SH   SOLE   0 0 0
MPLX LP COM UNIT REP LTD 55336V100 60,183 2,779,823 SH   SOLE   0 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 5,460 50,000 SH   SOLE   0 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 2,012 30,000 SH   SOLE   0 0 0
NORFOLK SOUTHN CORP COM 655844108 14,851 62,500 SH   SOLE   0 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 5,653 392,308 SH   SOLE   0 0 0
OGE ENERGY CORP COM 670837103 1,274 40,000 SH   SOLE   0 0 0
ONEOK INC NEW COM 682680103 3,838 100,000 SH   SOLE   0 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 6,212 150,000 SH   SOLE   0 0 0
PEMBINA PIPELINE CORP COM 706327103 2,957 125,000 SH   SOLE   0 0 0
PG&E CORP COM 69331C108 687,500 55,176,559 SH   SOLE   0 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 18,964 718,069 SH   SOLE   0 0 0
PINNACLE WEST CAP CORP COM 723484101 66,599 833,004 SH   SOLE   0 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 8,288 1,005,828 SH   SOLE   0 0 0
PNM RES INC COM 69349H107 179,561 3,700,000 SH   SOLE   0 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,805 500,000 SH   SOLE   0 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 121,877 2,090,515 SH   SOLE   0 0 0
PUBMATIC INC COM CL A 74467Q103 4,172 149,200 SH   SOLE   0 0 0
PULMONX CORP COM 745848101 1,380 20,000 SH   SOLE   0 0 0
QTS RLTY TR INC COM CL A 74736A103 214,632 3,468,527 SH   SOLE   0 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 22,153 2,336,799 SH   SOLE   0 0 0
REGENCY CTRS CORP COM 758849103 92,320 2,025,000 SH   SOLE   0 0 0
ROOT INC COM CL A 77664L108 4,254 270,752 SH   SOLE   0 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 77,586 275,000 SH   SOLE   0 0 0
SHATTUCK LABS INC COM 82024L103 2,621 50,000 SH   SOLE   0 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 6,117 606,886 SH   SOLE   0 0 0
SIGILON THERAPEUTICS INC COM 82657L107 720 15,000 SH   SOLE   0 0 0
SILVERBACK THERAPEUTICS INC COM 82835W108 463 10,000 SH   SOLE   0 0 0
SIMON PPTY GROUP INC NEW COM 828806109 60,762 712,500 SH   SOLE   0 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 90,126 14,148,511 SH   SOLE   0 0 0
SOTERA HEALTH CO COM 83601L102 549 20,000 SH   SOLE   0 0 0
SPIRE INC COM 84857L101 9,116 142,345 SH   SOLE   0 0 0
SPLUNK INC COM 848637104 30,155 177,500 SH   SOLE   0 0 0
SPRUCE BIOSCIENCES INC COM 85209E109 486 20,000 SH   SOLE   0 0 0
SUN CMNTYS INC COM 866674104 13,296 87,500 SH   SOLE   0 0 0
TARGA RES CORP COM 87612G101 21,764 825,000 SH   SOLE   0 0 0
T-MOBILE US INC COM 872590104 134,850 1,000,000 SH   SOLE   0 0 0
TRANSMEDICS GROUP INC COM 89377M109 7,463 375,000 SH   SOLE   0 0 0
TREAN INS GROUP INC COM 89457R101 10,666 814,205 SH   SOLE   0 0 0
UDR INC COM 902653104 126,819 3,300,000 SH   SOLE   0 0 0
UNION PAC CORP COM 907818108 20,822 100,000 SH   SOLE   0 0 0
VEREIT INC COM 92339V308 58,575 1,550,000 SH   SOLE   0 0 0
WEC ENERGY GROUP INC COM 92939U106 3,116 33,855 SH   SOLE   0 0 0
WELLTOWER INC COM 95040Q104 218,900 3,387,500 SH   SOLE   0 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 43,312 3,134,033 SH   SOLE   0 0 0
XCEL ENERGY INC COM 98389B100 833 12,500 SH   SOLE   0 0 0
YATSEN HLDG LTD ADS 985194109 680 40,000 SH   SOLE   0 0 0