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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 79,454 3,047,735 SH   SOLE 3,047,735 0 0
AFFIRM HLDGS INC COM CL A 00827B106 2,526 37,500 SH   SOLE 37,500 0 0
AGILON HEALTH INC COM 00857U107 4,057 100,000 SH   SOLE 100,000 0 0
AGREE RLTY CORP COM 008492100 105,735 1,500,000 SH   SOLE 1,500,000 0 0
AKOYA BIOSCIENCES INC COM 00974H104 387 20,000 SH   SOLE 20,000 0 0
ALASKA AIR GROUP INC COM 011659109 12,062 200,000 SH   SOLE 200,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 241,489 1,327,300 SH   SOLE 1,327,300 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 18,194 100,000 SH Call SOLE 100,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 8,956 601,142 SH   SOLE 601,142 0 0
ALLEGIANT TRAVEL CO COM 01748X102 36,375 187,500 SH   SOLE 187,500 0 0
ALTICE USA INC CL A 02156K103 236,458 6,926,137 SH   SOLE 6,926,137 0 0
AMERICAN ELEC PWR CO INC COM 025537101 112,316 1,327,770 SH   SOLE 1,327,770 0 0
AMERICAN NATIONAL GROUP INC COM NEW 02772A109 15,540 104,613 SH   SOLE 104,613 0 0
AMERICAN TOWER CORP NEW COM 03027X100 125,615 465,000 SH   SOLE 465,000 0 0
APARTMENT INCOME REIT CORP COM 03750L109 241,089 5,083,049 SH   SOLE 5,083,049 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 23,570 1,510,918 SH   SOLE 1,510,918 0 0
AT&T INC COM 00206R102 21,585 750,000 SH   SOLE 750,000 0 0
ATMOS ENERGY CORP COM 049560105 12,494 130,000 SH   SOLE 130,000 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 19,160 1,548,908 SH   SOLE 1,548,908 0 0
AZEK CO INC CL A 05478C105 124,217 2,925,500 SH   SOLE 2,925,500 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,842 75,000 SH   SOLE 75,000 0 0
BIOMEA FUSION INC COM 09077A106 156 10,000 SH   SOLE 10,000 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 5,730 4,245,000 SH   SOLE 4,245,000 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 21,756 2,081,906 SH   SOLE 2,081,906 0 0
CANADIAN NATL RY CO COM 136375102 3,956 37,500 SH   SOLE 37,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 39,898 459,977 SH   SOLE 459,977 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 9,959 660,000 SH   SOLE 660,000 0 0
CLOOPEN GROUP HOLDING LIMITE ADS 18900M104 424 50,000 SH   SOLE 50,000 0 0
CMS ENERGY CORP COM 125896100 144,764 2,450,300 SH   SOLE 2,450,300 0 0
CODEX DNA INC COM 192003101 330 15,000 SH   SOLE 15,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 6,304 362,500 SH   SOLE 362,500 0 0
COMCAST CORP NEW CL A 20030N101 44,191 775,000 SH   SOLE 775,000 0 0
COMCAST CORP NEW CL A 20030N101 9,123 160,000 SH Call SOLE 160,000 0 0
COMPASS INC CL A 20464U100 30,879 2,350,000 SH   SOLE 2,350,000 0 0
CONFLUENT INC CLASS A COM 20717M103 950 20,000 SH   SOLE 20,000 0 0
CONSOLIDATED EDISON INC COM 209115104 234,692 3,272,330 SH   SOLE 3,272,330 0 0
CONVEY HLDG PARENT INC COM 21258C108 1,992 175,000 SH   SOLE 175,000 0 0
CORESITE RLTY CORP COM 21870Q105 85,808 637,500 SH   SOLE 637,500 0 0
COURSERA INC COM 22266M104 3,956 100,000 SH   SOLE 100,000 0 0
COUSINS PPTYS INC COM NEW 222795502 133,328 3,625,000 SH   SOLE 3,625,000 0 0
CSX CORP COM 126408103 11,169 348,156 SH   SOLE 348,156 0 0
CUBESMART COM 229663109 57,900 1,250,000 SH   SOLE 1,250,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 15,307 876,174 SH   SOLE 876,174 0 0
CVRX INC COM 126638105 280 10,000 SH   SOLE 10,000 0 0
CYRUSONE INC COM 23283R100 50,958 712,500 SH   SOLE 712,500 0 0
DECIBEL THERAPEUTICS INC COM 24343R106 430 50,000 SH   SOLE 50,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 27,578 637,500 SH   SOLE 637,500 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 3,535 250,000 SH   SOLE 250,000 0 0
DIGITAL RLTY TR INC COM 253868103 88,395 587,500 SH   SOLE 587,500 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 6,949 125,000 SH   SOLE 125,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 10,450 250,000 SH   SOLE 250,000 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 4,254 237,500 SH   SOLE 237,500 0 0
DOMINION ENERGY INC COM 25746U109 52,007 706,900 SH   SOLE 706,900 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 2,710 64,000 SH   SOLE 64,000 0 0
DOUGLAS EMMETT INC COM 25960P109 100,860 3,000,000 SH   SOLE 3,000,000 0 0
DOXIMITY INC CL A 26622P107 1,746 30,000 SH   SOLE 30,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 8,428 218,000 SH   SOLE 218,000 0 0
DTE ENERGY CO COM 233331107 2,307 17,800 SH   SOLE 17,800 0 0
DUCKHORN PORTFOLIO INC COM 26414D106 1,655 75,000 SH   SOLE 75,000 0 0
EASTGROUP PPTYS INC COM 277276101 76,058 462,500 SH   SOLE 462,500 0 0
EDISON INTL COM 281020107 260,190 4,500,000 SH   SOLE 4,500,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 71,283 6,705,817 SH   SOLE 6,705,817 0 0
ENPHASE ENERGY INC COM 29355A107 45,908 250,000 SH   SOLE 250,000 0 0
ENTERGY CORP NEW COM 29364G103 19,940 200,000 SH   SOLE 200,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 59,798 2,478,174 SH   SOLE 2,478,174 0 0
EQUITABLE HLDGS INC COM 29452E101 8,374 275,000 SH   SOLE 275,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 110,205 12,950,000 SH   SOLE 12,950,000 0 0
ESSENTIAL UTILS INC COM 29670G102 9,921 217,091 SH   SOLE 217,091 0 0
EVERSOURCE ENERGY COM 30040W108 105,949 1,320,400 SH   SOLE 1,320,400 0 0
EXELON CORP COM 30161N101 244,813 5,525,000 SH   SOLE 5,525,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 22,897 1,150,000 SH   SOLE 1,150,000 0 0
FIRSTENERGY CORP COM 337932107 71,845 1,930,791 SH   SOLE 1,930,791 0 0
FLYWIRE CORPORATION COM VTG 302492103 2,756 75,000 SH   SOLE 75,000 0 0
FORTIS INC COM 349553107 840 18,979 SH   SOLE 18,979 0 0
FOX CORP CL A COM 35137L105 25,063 675,000 SH   SOLE 675,000 0 0
FOX CORP CL A COM 35137L105 4,456 120,000 SH Call SOLE 120,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 37,584 2,205,632 SH   SOLE 2,205,632 0 0
FTC SOLAR INC COM 30320C103 46,938 3,526,548 SH   SOLE 3,526,548 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 1,019 50,000 SH   SOLE 50,000 0 0
GAN LTD SHS G3728V109 28,359 1,725,000 SH   SOLE 1,725,000 0 0
GRACELL BIOTECHNOLOGIES INC SPONSORED ADS 38406L103 910 70,000 SH   SOLE 70,000 0 0
GUILD HLDGS CO CL A 40172N107 5,731 373,599 SH   SOLE 373,599 0 0
HAYWARD HLDGS INC COM 421298100 12,513 480,907 SH   SOLE 480,907 0 0
HOME PT CAPITAL INCORPORATED COM 43734L106 3,672 619,277 SH   SOLE 619,277 0 0
HOST HOTELS & RESORTS INC COM 44107P104 156,374 9,150,000 SH   SOLE 9,150,000 0 0
IMPEL NEUROPHARMA INC COM 45258K109 221 25,000 SH   SOLE 25,000 0 0
INNOVAGE HLDG CORP COM 45784A104 2,131 100,000 SH   SOLE 100,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 176,686 924,962 SH   SOLE 924,962 0 0
INSTIL BIO INC COM 45783C101 251 13,000 SH   SOLE 13,000 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 823 40,000 SH   SOLE 40,000 0 0
INVITATION HOMES INC COM 46187W107 56,867 1,525,000 SH   SOLE 1,525,000 0 0
IRON MTN INC NEW COM 46284V101 4,761 112,500 SH   SOLE 112,500 0 0
JAMES RIV GROUP LTD COM G5005R107 14,010 373,403 SH   SOLE 373,403 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 991 25,000 SH   SOLE 25,000 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 2,484 125,000 SH   SOLE 125,000 0 0
LATHAM GROUP INC COM 51819L107 108,430 3,392,680 SH   SOLE 3,392,680 0 0
LEGALZOOM COM INC COM 52466B103 3,785 100,000 SH   SOLE 100,000 0 0
LINCOLN NATL CORP IND COM 534187109 5,813 92,500 SH   SOLE 92,500 0 0
MARQETA INC CLASS A COM 57142B104 1,544 55,000 SH   SOLE 55,000 0 0
MGE ENERGY INC COM 55277P104 31,206 419,208 SH   SOLE 419,208 0 0
MICRON TECHNOLOGY INC COM 595112103 39,303 462,500 SH   SOLE 462,500 0 0
MID-AMER APT CMNTYS INC COM 59522J103 5,474 32,500 SH   SOLE 32,500 0 0
MPLX LP COM UNIT REP LTD 55336V100 51,212 1,729,554 SH   SOLE 1,729,554 0 0
NETFLIX INC COM 64110L106 52,821 100,000 SH   SOLE 100,000 0 0
NEW SR INVT GROUP INC COM 648691103 3,951 450,000 SH   SOLE 450,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 11,978 81,000 SH   SOLE 81,000 0 0
NISOURCE INC COM 65473P105 82,287 3,358,633 SH   SOLE 3,358,633 0 0
NORFOLK SOUTHN CORP COM 655844108 10,896 41,052 SH   SOLE 41,052 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,017 204,601 SH   SOLE 204,601 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 20,978 1,162,202 SH   SOLE 1,162,202 0 0
OGE ENERGY CORP COM 670837103 16,825 500,000 SH   SOLE 500,000 0 0
ON24 INC COM 68339B104 2,537 71,500 SH   SOLE 71,500 0 0
ONEOK INC NEW COM 682680103 6,955 125,000 SH   SOLE 125,000 0 0
ORACLE CORP COM 68389X105 54,842 704,550 SH   SOLE 704,550 0 0
OSCAR HEALTH INC CL A 687793109 7,525 350,000 SH   SOLE 350,000 0 0
PARAMOUNT GROUP INC COM 69924R108 2,769 275,000 SH   SOLE 275,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 2,130 60,000 SH   SOLE 60,000 0 0
PEMBINA PIPELINE CORP COM 706327103 2,383 75,000 SH   SOLE 75,000 0 0
PG&E CORP COM 69331C108 471,017 46,314,313 SH   SOLE 46,314,313 0 0
PG&E CORP COM 69331C108 25,425 2,500,000 SH Call SOLE 2,500,000 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 29,510 747,838 SH   SOLE 747,838 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 9,869 868,786 SH   SOLE 868,786 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 1,679 226,000 SH   SOLE 226,000 0 0
PLAYSTUDIOS INC CLASS A COM 72815G108 8,446 1,138,323 SH   SOLE 1,138,323 0 0
PLAYTIKA HLDG CORP COM 72815L107 24,674 1,035,000 SH   SOLE 1,035,000 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,058 175,000 SH   SOLE 175,000 0 0
PUBLIC STORAGE COM 74460D109 1,018 3,386 SH   SOLE 3,386 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 120,855 2,023,015 SH   SOLE 2,023,015 0 0
RAIN THERAPEUTICS INC COM 75082Q105 155 10,000 SH   SOLE 10,000 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 365 10,000 SH   SOLE 10,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,860 12,500 SH   SOLE 12,500 0 0
RMG ACQUISITION CORP II CL A SHS G76083107 8,679 872,212 SH   SOLE 872,212 0 0
ROBLOX CORP CL A 771049103 3,374 37,500 SH   SOLE 37,500 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 47,970 562,500 SH   SOLE 562,500 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 189,690 3,000,000 SH Call SOLE 3,000,000 0 0
SENSEI BIOTHERAPEUTICS INC COM 81728A108 449 46,000 SH   SOLE 46,000 0 0
SENTINELONE INC CL A 81730H109 6,163 145,000 SH   SOLE 145,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 73,286 2,064,397 SH   SOLE 2,064,397 0 0
SIGNIFY HEALTH INC CL A COM 82671G100 1,522 50,000 SH   SOLE 50,000 0 0
SIMILARWEB LTD SHS M84137104 1,970 100,000 SH   SOLE 100,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 91,336 700,000 SH   SOLE 700,000 0 0
SINGULAR GENOMICS SYSTEMS IN COM 82933R100 275 10,000 SH   SOLE 10,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 31,065 4,750,000 SH   SOLE 4,750,000 0 0
SJW GROUP COM 784305104 14,084 222,500 SH   SOLE 222,500 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 573 20,000 SH   SOLE 20,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,073 7,500 SH   SOLE 7,500 0 0
SOUTHERN CO COM 842587107 133,143 2,200,351 SH   SOLE 2,200,351 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 41,339 150,000 SH   SOLE 150,000 0 0
STAG INDL INC COM 85254J102 63,070 1,685,000 SH   SOLE 1,685,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 17,918 484,150 SH   SOLE 484,150 0 0
TALARIS THERAPEUTICS INC COM 87410C104 343 23,331 SH   SOLE 23,331 0 0
TARGA RES CORP COM 87612G101 143,196 3,221,510 SH   SOLE 3,221,510 0 0
TERRENO RLTY CORP COM 88146M101 2,116 32,800 SH   SOLE 32,800 0 0
THREDUP INC CL A 88556E102 2,326 80,000 SH   SOLE 80,000 0 0
T-MOBILE US INC COM 872590104 108,623 750,000 SH   SOLE 750,000 0 0
TUSIMPLE HLDGS INC CL A 90089L108 2,850 40,000 SH   SOLE 40,000 0 0
UDR INC COM 902653104 110,918 2,264,549 SH   SOLE 2,264,549 0 0
UIPATH INC CL A 90364P105 2,853 42,000 SH   SOLE 42,000 0 0
UNION PAC CORP COM 907818108 10,997 50,000 SH   SOLE 50,000 0 0
VENTAS INC COM 92276F100 196,281 3,437,500 SH   SOLE 3,437,500 0 0
VEREIT INC COM 92339V308 28,132 612,500 SH   SOLE 612,500 0 0
VINE ENERGY INC CL A 92735P103 12,932 829,481 SH   SOLE 829,481 0 0
VISTRA CORP COM 92840M102 74,200 4,000,000 SH   SOLE 4,000,000 0 0
WATERDROP INC ADS 94132V105 810 125,000 SH   SOLE 125,000 0 0
WEC ENERGY GROUP INC COM 92939U106 8,664 97,400 SH   SOLE 97,400 0 0
WELLTOWER INC COM 95040Q104 227,486 2,737,500 SH   SOLE 2,737,500 0 0
WESTERN DIGITAL CORP. COM 958102105 23,130 325,000 SH   SOLE 325,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 50,803 2,371,775 SH   SOLE 2,371,775 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 59,719 1,735,000 SH   SOLE 1,735,000 0 0
XOMETRY INC CLASS A COM 98423F109 1,748 20,000 SH   SOLE 20,000 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 35,525 3,500,000 SH   SOLE 3,500,000 0 0
ZYMERGEN INC COM 98985X100 800 20,000 SH   SOLE 20,000 0 0