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
ACROPOLIS INFRASTRUCTURE ACQ UNIT 99/99/9999 005029202 8,982 900,000 SH   SOLE 900,000 0 0
AES CORP COM 00130H105 140,288 6,144,900 SH   SOLE 6,144,900 0 0
AGREE RLTY CORP COM 008492100 66,230 1,000,000 SH   SOLE 1,000,000 0 0
ALASKA AIR GROUP INC COM 011659109 11,720 200,000 SH   SOLE 200,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 126,584 662,500 SH   SOLE 662,500 0 0
ALLEGIANT TRAVEL CO COM 01748X102 36,653 187,500 SH   SOLE 187,500 0 0
ALPHABET INC CAP STK CL A 02079K305 13,368 5,000 SH Call SOLE 5,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 101,562 1,251,070 SH   SOLE 1,251,070 0 0
AMERICAN TOWER CORP NEW COM 03027X100 25,214 95,000 SH   SOLE 95,000 0 0
APARTMENT INCOME REIT CORP COM 03750L109 27,570 564,850 SH   SOLE 564,850 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 5,287 333,333 SH   SOLE 333,333 0 0
ATMOS ENERGY CORP COM 049560105 8,820 100,000 SH   SOLE 100,000 0 0
AVALONBAY CMNTYS INC COM 053484101 11,082 50,000 SH   SOLE 50,000 0 0
AZEK CO INC CL A 05478C105 95,891 2,625,000 SH   SOLE 2,625,000 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 4,287 4,245,000 SH   SOLE 4,245,000 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 21,381 2,081,906 SH   SOLE 2,081,906 0 0
BRIGHTHOUSE FINL INC COM 10922N103 5,654 125,000 SH   SOLE 125,000 0 0
BROOKDALE SR LIVING INC COM 112463104 7,954 1,262,500 SH   SOLE 1,262,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 40,817 417,911 SH   SOLE 417,911 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 640 25,000 SH   SOLE 25,000 0 0
CMS ENERGY CORP COM 125896100 166,193 2,782,400 SH   SOLE 2,782,400 0 0
COMCAST CORP NEW CL A 20030N101 41,948 750,000 SH   SOLE 750,000 0 0
CONSOLIDATED EDISON INC COM 209115104 26,183 360,700 SH   SOLE 360,700 0 0
CORESITE RLTY CORP COM 21870Q105 32,903 237,500 SH   SOLE 237,500 0 0
COUSINS PPTYS INC COM NEW 222795502 114,667 3,075,000 SH   SOLE 3,075,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 41,857 241,500 SH   SOLE 241,500 0 0
CS DISCO INC COM 126327105 1,438 30,000 SH   SOLE 30,000 0 0
CSX CORP COM 126408103 9,666 325,000 SH   SOLE 325,000 0 0
CUBESMART COM 229663109 11,507 237,500 SH   SOLE 237,500 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 17,680 950,000 SH   SOLE 950,000 0 0
CYRUSONE INC COM 23283R100 6,773 87,500 SH   SOLE 87,500 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 1,071 25,000 SH   SOLE 25,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 31,958 750,000 SH   SOLE 750,000 0 0
DIGITAL RLTY TR INC COM 253868103 4,550 31,500 SH   SOLE 31,500 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 17,661 227,500 SH   SOLE 227,500 0 0
DISH NETWORK CORPORATION CL A 25470M109 11,952 275,000 SH   SOLE 275,000 0 0
DOMINION ENERGY INC COM 25746U109 14,699 201,300 SH   SOLE 201,300 0 0
DOUGLAS EMMETT INC COM 25960P109 94,830 3,000,000 SH   SOLE 3,000,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 144,484 3,124,653 SH   SOLE 3,124,653 0 0
DUOLINGO INC CL A COM 26603R106 915 5,500 SH   SOLE 5,500 0 0
DUTCH BROS INC CL A 26701L100 2,296 53,000 SH   SOLE 53,000 0 0
EASTGROUP PPTYS INC COM 277276101 89,570 537,540 SH   SOLE 537,540 0 0
EDISON INTL COM 281020107 240,403 4,333,933 SH   SOLE 4,333,933 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 51,580 5,384,110 SH   SOLE 5,384,110 0 0
ENGAGESMART INC COMMON STOCK 29283F103 715 21,000 SH   SOLE 21,000 0 0
ENPHASE ENERGY INC COM 29355A107 28,044 187,000 SH   SOLE 187,000 0 0
ENTERGY CORP NEW COM 29364G103 64,869 653,200 SH   SOLE 653,200 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 35,974 1,662,375 SH   SOLE 1,662,375 0 0
EQUITABLE HLDGS INC COM 29452E101 19,118 645,000 SH   SOLE 645,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 39,250 3,870,779 SH   SOLE 3,870,779 0 0
ESSENTIAL UTILS INC COM 29670G102 33,224 721,013 SH   SOLE 721,013 0 0
EVERSOURCE ENERGY COM 30040W108 6,132 75,000 SH   SOLE 75,000 0 0
EXELON CORP COM 30161N101 211,811 4,381,700 SH   SOLE 4,381,700 0 0
FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 5,900 50,000 SH   SOLE 50,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 19,050 1,000,000 SH   SOLE 1,000,000 0 0
FIRSTENERGY CORP COM 337932107 40,696 1,142,498 SH   SOLE 1,142,498 0 0
FLYWIRE CORPORATION COM VTG 302492103 3,288 75,000 SH   SOLE 75,000 0 0
FORGEROCK INC CL A 34631B101 1,557 40,000 SH   SOLE 40,000 0 0
FORTIS INC COM 349553107 842 18,979 SH   SOLE 18,979 0 0
FRESHWORKS INC CLASS A COM 358054104 2,988 70,000 SH   SOLE 70,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 33,493 2,121,153 SH   SOLE 2,121,153 0 0
FTC SOLAR INC COM 30320C103 14,801 1,900,000 SH   SOLE 1,900,000 0 0
GAN LTD SHS G3728V109 28,111 1,890,419 SH   SOLE 1,890,419 0 0
GUILD HLDGS CO CL A 40172N107 2,014 146,368 SH   SOLE 146,368 0 0
HAYWARD HLDGS INC COM 421298100 4,336 194,956 SH   SOLE 194,956 0 0
HOME PT CAPITAL INCORPORATED COM 43734L106 711 172,497 SH   SOLE 172,497 0 0
HYZON MOTORS INC COM CL A 44951Y102 996 143,450 SH   SOLE 143,450 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 208,053 900,000 SH   SOLE 900,000 0 0
INVITATION HOMES INC COM 46187W107 31,143 812,500 SH   SOLE 812,500 0 0
IRON MTN INC NEW COM 46284V101 12,492 287,500 SH   SOLE 287,500 0 0
JAMES RIV GROUP LTD COM G5005R107 14,088 373,403 SH   SOLE 373,403 0 0
KILROY RLTY CORP COM 49427F108 122,489 1,850,000 SH   SOLE 1,850,000 0 0
KIMCO RLTY CORP COM 49446R109 22,825 1,100,000 SH   SOLE 1,100,000 0 0
LATHAM GROUP INC COM 51819L107 51,391 3,133,625 SH   SOLE 3,133,625 0 0
LUCID GROUP INC COM 549498103 26,015 1,025,000 SH   SOLE 1,025,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 91,734 583,068 SH   SOLE 583,068 0 0
MGE ENERGY INC COM 55277P104 22,050 300,000 SH   SOLE 300,000 0 0
MICRON TECHNOLOGY INC COM 595112103 40,814 575,000 SH   SOLE 575,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 65,363 350,000 SH   SOLE 350,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 46,456 1,631,770 SH   SOLE 1,631,770 0 0
NISOURCE INC COM 65473P105 29,158 1,203,400 SH   SOLE 1,203,400 0 0
NORFOLK SOUTHN CORP COM 655844108 20,934 87,500 SH   SOLE 87,500 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 26,710 1,000,000 SH   SOLE 1,000,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 18,183 1,155,235 SH   SOLE 1,155,235 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L109 27,210 3,120,361 SH   SOLE 3,120,361 0 0
OGE ENERGY CORP COM 670837103 32,960 1,000,000 SH   SOLE 1,000,000 0 0
OLAPLEX HLDGS INC COM 679369108 4,288 175,000 SH   SOLE 175,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,507 50,000 SH   SOLE 50,000 0 0
ONEMAIN HLDGS INC COM 68268W103 58,132 1,050,640 SH   SOLE 1,050,640 0 0
ORACLE CORP COM 68389X105 29,406 337,500 SH   SOLE 337,500 0 0
PARAMOUNT GROUP INC COM 69924R108 7,821 870,000 SH   SOLE 870,000 0 0
PAYCOR HCM INC COM 70435P102 703 20,000 SH   SOLE 20,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 1,478 60,000 SH   SOLE 60,000 0 0
PG&E CORP COM 69331C108 9,600 1,000,000 SH Put SOLE 1,000,000 0 0
PG&E CORP COM 69331C108 355,807 37,063,267 SH   SOLE 37,063,267 0 0
PG&E CORP COM 69331C108 24,000 2,500,000 SH Call SOLE 2,500,000 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 30,068 838,717 SH   SOLE 838,717 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 6,754 387,500 SH   SOLE 387,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 13,762 1,353,186 SH   SOLE 1,353,186 0 0
PLAYSTUDIOS INC CLASS A COM 72815G108 5,191 1,138,323 SH   SOLE 1,138,323 0 0
PUBLIC STORAGE COM 74460D109 100,271 337,500 SH   SOLE 337,500 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 121,800 2,000,000 SH   SOLE 2,000,000 0 0
REMITLY GLOBAL INC COM 75960P104 734 20,000 SH   SOLE 20,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 30,701 3,009,861 SH   SOLE 3,009,861 0 0
RISKIFIED LTD SHS CL A M8216R109 525 23,000 SH   SOLE 23,000 0 0
ROBLOX CORP CL A 771049103 5,523 73,100 SH   SOLE 73,100 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 22,179 475,000 SH   SOLE 475,000 0 0
RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 204,456 6,036,501 SH   SOLE 6,036,501 0 0
SEMPRA COM 816851109 52,778 417,214 SH   SOLE 417,214 0 0
SENTINELONE INC CL A 81730H109 7,768 145,000 SH   SOLE 145,000 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 1,453 50,000 SH   SOLE 50,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 10,156 364,285 SH   SOLE 364,285 0 0
SIMON PPTY GROUP INC NEW COM 828806109 68,767 529,100 SH   SOLE 529,100 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 4,865 797,500 SH   SOLE 797,500 0 0
SJW GROUP COM 784305104 15,960 241,600 SH   SOLE 241,600 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,652 10,000 SH   SOLE 10,000 0 0
SOUTHERN CO COM 842587107 203,383 3,281,951 SH   SOLE 3,281,951 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 679 30,000 SH   SOLE 30,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,520 60,000 SH   SOLE 60,000 0 0
STATE STR CORP COM 857477103 16,944 200,000 SH   SOLE 200,000 0 0
STEM INC COM 85859N102 14,931 625,000 SH   SOLE 625,000 0 0
STERLING CHECK CORP COM 85917T109 7,840 302,000 SH   SOLE 302,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 14,338 427,499 SH   SOLE 427,499 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 25,671 2,150,000 SH   SOLE 2,150,000 0 0
TARGA RES CORP COM 87612G101 192,471 3,911,223 SH   SOLE 3,911,223 0 0
TERRENO RLTY CORP COM 88146M101 5,488 86,800 SH   SOLE 86,800 0 0
T-MOBILE US INC COM 872590104 57,492 450,000 SH   SOLE 450,000 0 0
TOAST INC CL A 888787108 1,149 23,000 SH   SOLE 23,000 0 0
TRAEGER INC COMMON STOCK 89269P103 419 20,000 SH   SOLE 20,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102 104,970 1,925,000 SH   SOLE 1,925,000 0 0
UDR INC COM 902653104 194,702 3,675,000 SH   SOLE 3,675,000 0 0
VENTAS INC COM 92276F100 203,587 3,687,500 SH   SOLE 3,687,500 0 0
VEREIT INC COM 92339V308 21,933 484,929 SH   SOLE 484,929 0 0
VICI PPTYS INC COM 925652109 172,165 6,060,000 SH   SOLE 6,060,000 0 0
VISTRA CORP COM 92840M102 38,475 2,250,000 SH   SOLE 2,250,000 0 0
WEC ENERGY GROUP INC COM 92939U106 27,937 316,750 SH   SOLE 316,750 0 0
WELLTOWER INC COM 95040Q104 290,928 3,530,677 SH   SOLE 3,530,677 0 0
WESTERN DIGITAL CORP. COM 958102105 12,699 225,000 SH   SOLE 225,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 48,677 2,322,361 SH   SOLE 2,322,361 0 0
XOS INC COMMON STOCK 98423B108 5,446 1,176,306 SH   SOLE 1,176,306 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 34,865 3,500,000 SH   SOLE 3,500,000 0 0