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
ACIES ACQUISITION CORP CL A G0103T105 248 25,000 SH   SOLE 25,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 2,596 75,000 SH   SOLE 75,000 0 0
AES CORP COM 00130H105 44,196 1,648,500 SH   SOLE 1,648,500 0 0
AFFIRM HLDGS INC COM CL A 00827B106 10,254 145,000 SH   SOLE 145,000 0 0
AGREE REALTY CORP COM 008492100 100,965 1,500,000 SH   SOLE 1,500,000 0 0
ALASKA AIR GROUP INC COM 011659109 13,842 200,000 SH   SOLE 200,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 214,380 1,304,809 SH   SOLE 1,304,809 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 601 27,400 SH   SOLE 27,400 0 0
ALTICE USA INC CL A 02156K103 232,467 7,146,237 SH   SOLE 7,146,237 0 0
AMEREN CORP COM 023608102 57,529 707,089 SH   SOLE 707,089 0 0
AMERICAN NATIONAL GROUP INC COM NEW 02772A109 14,674 136,035 SH   SOLE 136,035 0 0
AMERICAN TOWER CORP NEW COM 03027X100 89,648 375,000 SH Call SOLE 375,000 0 0
AMERICOLD RLTY TR COM 03064D108 203,891 5,300,000 SH   SOLE 5,300,000 0 0
ANGION BIOMEDICA CORP COM 03476J107 395 21,875 SH   SOLE 21,875 0 0
APRIA INC COM 03836A101 559 20,000 SH   SOLE 20,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 153,775 5,156,779 SH   SOLE 5,156,779 0 0
ATMOS ENERGY CORP COM 049560105 41,270 417,500 SH   SOLE 417,500 0 0
AZEK CO INC CL A 05478C105 72,068 1,713,865 SH   SOLE 1,713,865 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 6,410 4,245,000 SH   SOLE 4,245,000 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 22,193 2,081,906 SH   SOLE 2,081,906 0 0
BOLT BIOTHERAPEUTICS INC COM 097702104 823 25,000 SH   SOLE 25,000 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 8,330 178,000 SH   SOLE 178,000 0 0
BUMBLE INC COM CL A 12047B105 4,639 74,360 SH   SOLE 74,360 0 0
C4 THERAPEUTICS INC COM STK 12529R107 740 20,000 SH   SOLE 20,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,178 316,900 SH   SOLE 316,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 49,552 688,123 SH   SOLE 688,123 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 10,916 660,000 SH   SOLE 660,000 0 0
CHURCHILL CAPITAL CORP IV CL A 171439102 1,739 75,000 SH   SOLE 75,000 0 0
CLOOPEN GROUP HOLDING LIMITE ADS 18900M104 687 50,000 SH   SOLE 50,000 0 0
CMS ENERGY CORP COM 125896100 36,946 603,500 SH   SOLE 603,500 0 0
CODIAK BIOSCIENCES INC COM 192010106 195 12,933 SH   SOLE 12,933 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 11,174 162,500 SH   SOLE 162,500 0 0
COMCAST CORP NEW CL A 20030N101 2,273 42,000 SH   SOLE 42,000 0 0
CONNECT BIOPHARMA HLDGS LTD ADS 207523101 185 10,000 SH   SOLE 10,000 0 0
CONSOLIDATED EDISON INC COM 209115104 7,480 100,000 SH   SOLE 100,000 0 0
CORESITE RLTY CORP COM 21870Q105 38,951 325,000 SH   SOLE 325,000 0 0
COURSERA INC COM 22266M104 4,500 100,000 SH   SOLE 100,000 0 0
COUSINS PPTYS INC COM NEW 222795502 46,839 1,325,000 SH   SOLE 1,325,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 94,672 550,000 SH   SOLE 550,000 0 0
CSX CORP COM 126408103 18,079 187,500 SH   SOLE 187,500 0 0
CUBESMART COM 229663109 91,265 2,412,500 SH   SOLE 2,412,500 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 18,489 1,132,900 SH   SOLE 1,132,900 0 0
DECARBONIZATION PLUS ACQU CO COM CL A 242797108 787 75,000 SH   SOLE 75,000 0 0
DECIBEL THERAPEUTICS INC COM 24343R106 568 50,000 SH   SOLE 50,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,691 325,000 SH   SOLE 325,000 0 0
DIGITAL RLTY TR INC COM 253868103 70,420 500,000 SH   SOLE 500,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 13,692 325,000 SH   SOLE 325,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 45,250 1,250,000 SH   SOLE 1,250,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 44,153 3,001,550 SH   SOLE 3,001,550 0 0
DOMINION ENERGY INC COM 25746U109 74,221 977,100 SH   SOLE 977,100 0 0
DOUGLAS EMMETT INC COM 25960P109 94,200 3,000,000 SH   SOLE 3,000,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 3,178 125,000 SH   SOLE 125,000 0 0
DUCKHORN PORTFOLIO INC COM 26414D106 1,259 75,000 SH   SOLE 75,000 0 0
DUKE REALTY CORP COM NEW 264411505 165,624 3,950,000 SH   SOLE 3,950,000 0 0
EDISON INTL COM 281020107 443,324 7,565,252 SH   SOLE 7,565,252 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 66,004 8,594,255 SH   SOLE 8,594,255 0 0
ENPHASE ENERGY INC COM 29355A107 39,729 245,000 SH   SOLE 245,000 0 0
ENTERGY CORP NEW COM 29364G103 142,979 1,437,405 SH   SOLE 1,437,405 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 42,234 1,917,974 SH   SOLE 1,917,974 0 0
EQUINIX INC COM 29444U700 101,429 149,250 SH   SOLE 149,250 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 87,582 10,733,087 SH   SOLE 10,733,087 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 30,229 475,000 SH   SOLE 475,000 0 0
ESSENTIAL UTILS INC COM 29670G102 17,596 393,197 SH   SOLE 393,197 0 0
EVERSOURCE ENERGY COM 30040W108 88,322 1,020,000 SH   SOLE 1,020,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 24,328 925,000 SH   SOLE 925,000 0 0
EXELON CORP COM 30161N101 183,087 4,185,800 SH   SOLE 4,185,800 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 136,581 6,915,500 SH   SOLE 6,915,500 0 0
EXTRA SPACE STORAGE INC COM 30225T102 29,161 220,000 SH   SOLE 220,000 0 0
FIRSTENERGY CORP COM 337932107 66,979 1,930,791 SH   SOLE 1,930,791 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 42,430 1,000,000 SH   SOLE 1,000,000 0 0
GAN LTD ORD SHS G3728V109 20,020 1,099,991 SH   SOLE 1,099,991 0 0
GRACELL BIOTECHNOLOGIES INC SPONSORED ADS 38406L103 1,078 70,000 SH   SOLE 70,000 0 0
GREENSKY INC CL A 39572G100 543 87,780 SH   SOLE 87,780 0 0
GUILD HLDGS CO CL A 40172N107 5,039 354,844 SH   SOLE 354,844 0 0
HAYWARD HLDGS INC COM 421298100 29,559 1,751,104 SH   SOLE 1,751,104 0 0
HILTON GRAND VACATIONS INC COM 43283X105 28,403 757,608 SH   SOLE 757,608 0 0
HOME PT CAPITAL INCORPORATED COM 43734L106 5,694 612,208 SH   SOLE 612,208 0 0
HOST HOTELS & RESORTS INC COM 44107P104 44,224 2,624,590 SH   SOLE 2,624,590 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 426 10,000 SH   SOLE 10,000 0 0
INNOVAGE HLDG CORP COM 45784A104 2,579 100,000 SH   SOLE 100,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 162,144 900,000 SH   SOLE 900,000 0 0
INSTIL BIO INC COM 45783C101 326 13,000 SH   SOLE 13,000 0 0
INVITATION HOMES INC COM 46187W107 271,915 8,500,000 SH   SOLE 8,500,000 0 0
IRON MTN INC NEW COM 46284V101 4,164 112,500 SH   SOLE 112,500 0 0
JETBLUE AWYS CORP COM 477143101 25,425 1,250,000 SH   SOLE 1,250,000 0 0
JONES LANG LASALLE INC COM 48020Q107 49,995 279,239 SH   SOLE 279,239 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 7,918 30,000 SH   SOLE 30,000 0 0
KILROY RLTY CORP COM 49427F108 127,979 1,950,000 SH   SOLE 1,950,000 0 0
KRONOS BIO INC COM 50107A104 366 12,500 SH   SOLE 12,500 0 0
LANDOS BIOPHARMA INC COM 515069102 868 90,100 SH   SOLE 90,100 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 1,140 32,000 SH   SOLE 32,000 0 0
MEDIAALPHA INC CL A 58450V104 4,606 130,000 SH   SOLE 130,000 0 0
MGE ENERGY INC COM 55277P104 32,725 458,402 SH   SOLE 458,402 0 0
MICRON TECHNOLOGY INC COM 595112103 16,539 187,500 SH   SOLE 187,500 0 0
MICROSOFT CORP COM 594918104 17,683 75,000 SH   SOLE 75,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 25,624 177,500 SH   SOLE 177,500 0 0
MOTORSPORT GAMES INC COM CL A 62011B102 407 17,500 SH   SOLE 17,500 0 0
MPLX LP COM UNIT REP LTD 55336V100 63,743 2,487,054 SH   SOLE 2,487,054 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103 565 20,000 SH   SOLE 20,000 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 26,993 612,500 SH   SOLE 612,500 0 0
NETFLIX INC COM 64110L106 41,733 80,000 SH   SOLE 80,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 24,575 175,000 SH   SOLE 175,000 0 0
NEXTGEN ACQUISITION CORP CL A G65305107 2,232 225,000 SH   SOLE 225,000 0 0
NORFOLK SOUTHN CORP COM 655844108 13,426 50,000 SH   SOLE 50,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 130,481 4,729,300 SH   SOLE 4,729,300 0 0
NRG ENERGY INC COM NEW 629377508 3,026 80,200 SH   SOLE 80,200 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 12,561 734,997 SH   SOLE 734,997 0 0
OLO INC CL A 68134L109 1,346 51,000 SH   SOLE 51,000 0 0
ON24 INC COM 68339B104 3,468 71,500 SH   SOLE 71,500 0 0
ONEOK INC NEW COM 682680103 3,800 75,000 SH   SOLE 75,000 0 0
ORACLE CORP COM 68389X105 38,594 550,000 SH   SOLE 550,000 0 0
OSCAR HEALTH INC CL A 687793109 13,104 487,500 SH   SOLE 487,500 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105 1,132 65,000 SH   SOLE 65,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 2,216 100,000 SH   SOLE 100,000 0 0
PG&E CORP COM 69331C108 549,035 46,886,031 SH   SOLE 46,886,031 0 0
PG&E CORP COM 69331C108 58,550 5,000,000 SH Call SOLE 5,000,000 0 0
PHARVARIS N V COM N69605108 420 15,000 SH   SOLE 15,000 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 28,520 900,526 SH   SOLE 900,526 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 9,304 1,022,386 SH   SOLE 1,022,386 0 0
PLAYTIKA HLDG CORP COM 72815L107 27,890 1,025,000 SH   SOLE 1,025,000 0 0
PNM RES INC COM 69349H107 49,050 1,000,000 SH   SOLE 1,000,000 0 0
POSHMARK INC COM CL A 73739W104 609 15,000 SH   SOLE 15,000 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,988 300,000 SH   SOLE 300,000 0 0
PROLOGIS INC. COM 74340W103 82,150 775,000 SH   SOLE 775,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 121,806 2,023,015 SH   SOLE 2,023,015 0 0
PULMONX CORP COM 745848101 915 20,000 SH   SOLE 20,000 0 0
QTS RLTY TR INC COM CL A 74736A103 182,708 2,945,005 SH   SOLE 2,945,005 0 0
QUALTRICS INTL INC COM CL A 747601201 1,909 58,000 SH   SOLE 58,000 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103 2,590 250,000 SH   SOLE 250,000 0 0
ROBLOX CORP CL A 771049103 21,070 325,000 SH   SOLE 325,000 0 0
SENSEI BIOTHERAPEUTICS INC COM 81728A108 668 46,000 SH   SOLE 46,000 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 8,651 648,491 SH   SOLE 648,491 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 71,817 2,064,900 SH   SOLE 2,064,900 0 0
SIGILON THERAPEUTICS INC COM 82657L107 335 15,000 SH   SOLE 15,000 0 0
SIGNIFY HEALTH INC CL A COM 82671G100 1,463 50,000 SH   SOLE 50,000 0 0
SILVERBACK THERAPEUTICS INC COM 82835W108 436 10,000 SH   SOLE 10,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 14,221 125,000 SH   SOLE 125,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 64,554 10,600,000 SH   SOLE 10,600,000 0 0
SJW GROUP COM 784305104 11,023 175,000 SH   SOLE 175,000 0 0
SOTERA HEALTH CO COM 83601L102 499 20,000 SH   SOLE 20,000 0 0
SOUTH JERSEY INDS INC COM 838518108 51,011 2,259,113 SH   SOLE 2,259,113 0 0
SOUTHERN CO COM 842587107 83,148 1,337,651 SH   SOLE 1,337,651 0 0
SOUTHWEST AIRLS CO COM 844741108 22,134 362,500 SH   SOLE 362,500 0 0
SPIRE INC COM 84857L101 4,433 60,000 SH   SOLE 60,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 41,532 155,000 SH   SOLE 155,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 17,140 500,000 SH   SOLE 500,000 0 0
SUNRUN INC COM 86771W105 5,292 87,500 SH   SOLE 87,500 0 0
SUPERNOVA PARTNERS ACQUISITI COM CL A 86846V108 1,896 187,500 SH   SOLE 187,500 0 0
TARGA RES CORP COM 87612G101 124,701 3,927,600 SH   SOLE 3,927,600 0 0
TELUS INTL CDA INC SUB VTG SHS 87975H100 1,119 40,000 SH   SOLE 40,000 0 0
TERNS PHARMACEUTICALS INC COM 880881107 495 22,500 SH   SOLE 22,500 0 0
TERRENO RLTY CORP COM 88146M101 1,895 32,800 SH   SOLE 32,800 0 0
THREDUP INC CL A 88556E102 1,866 80,000 SH   SOLE 80,000 0 0
T-MOBILE US INC COM 872590104 125,290 1,000,000 SH   SOLE 1,000,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 12,447 300,000 SH   SOLE 300,000 0 0
TREAN INS GROUP INC COM 89457R101 11,659 721,948 SH   SOLE 721,948 0 0
TUYA INC SPONSERED ADS 90114C107 1,691 80,000 SH   SOLE 80,000 0 0
TWO COM CL A G9152V101 13,181 1,324,712 SH   SOLE 1,324,712 0 0
UDR INC COM 902653104 63,321 1,443,700 SH   SOLE 1,443,700 0 0
UNION PAC CORP COM 907818108 7,163 32,500 SH   SOLE 32,500 0 0
VEREIT INC COM 92339V308 42,648 1,104,305 SH   SOLE 1,104,305 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101 6,611 125,000 SH   SOLE 125,000 0 0
VINE ENERGY INC CL A 92735P103 20,610 1,500,000 SH   SOLE 1,500,000 0 0
VISTRA CORP COM 92840M102 66,300 3,750,000 SH   SOLE 3,750,000 0 0
WELLTOWER INC COM 95040Q104 78,793 1,100,000 SH   SOLE 1,100,000 0 0
WESTERN DIGITAL CORP. COM 958102105 13,350 200,000 SH   SOLE 200,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 47,151 2,536,359 SH   SOLE 2,536,359 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 94,340 2,650,000 SH   SOLE 2,650,000 0 0