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
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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 26,985 1,110,513 SH   SOLE 1,110,513 0 0
ALASKA AIR GROUP INC COM 011659109 11,983 230,000 SH   SOLE 230,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 5,699 394,452 SH   SOLE 394,452 0 0
ALLBIRDS INC COM CL A 01675A109 317 21,000 SH   SOLE 21,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102 16,366 87,500 SH   SOLE 87,500 0 0
ALPHABET INC CAP STK CL A 02079K305 17,382 6,000 SH   SOLE 6,000 0 0
ALTICE USA INC CL A 02156K103 24,270 1,500,011 SH   SOLE 1,500,011 0 0
AMERICAN ELEC PWR CO INC COM 025537101 36,003 404,670 SH   SOLE 404,670 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 2,742 150,000 SH   SOLE 150,000 0 0
ATMOS ENERGY CORP COM 049560105 68,101 650,000 SH   SOLE 650,000 0 0
AVALONBAY CMNTYS INC COM 053484101 231,751 917,500 SH   SOLE 917,500 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 550 36,500 SH   SOLE 36,500 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 3,575 4,245,000 SH   SOLE 4,245,000 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 21,152 2,081,906 SH   SOLE 2,081,906 0 0
BRAZE INC COM CL A 10576N102 2,315 30,000 SH   SOLE 30,000 0 0
BROOKDALE SR LIVING INC COM 112463104 10,901 2,112,500 SH   SOLE 2,112,500 0 0
CANADIAN PAC RY LTD COM 13645T100 9,893 137,500 SH   SOLE 137,500 0 0
CBRE GROUP INC CL A 12504L109 86,808 800,000 SH   SOLE 800,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 37,488 57,500 SH   SOLE 57,500 0 0
CHATHAM LODGING TR COM 16208T102 2,230 162,500 SH   SOLE 162,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,213 150,000 SH   SOLE 150,000 0 0
CMS ENERGY CORP COM 125896100 175,245 2,694,000 SH   SOLE 2,694,000 0 0
COMCAST CORP NEW CL A 20030N101 62,913 1,250,000 SH   SOLE 1,250,000 0 0
COUSINS PPTYS INC COM NEW 222795502 150,043 3,725,000 SH   SOLE 3,725,000 0 0
CSX CORP COM 126408103 9,400 250,000 SH   SOLE 250,000 0 0
CUBESMART COM 229663109 227,640 4,000,000 SH   SOLE 4,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 18,563 475,000 SH   SOLE 475,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 22,303 687,500 SH   SOLE 687,500 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 11,110 834,720 SH   SOLE 834,720 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 1,545 500,000 SH   SOLE 500,000 0 0
DOMINION ENERGY INC COM 25746U109 215,734 2,746,110 SH   SOLE 2,746,110 0 0
DOUGLAS EMMETT INC COM 25960P109 111,388 3,325,000 SH   SOLE 3,325,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 191,998 4,001,620 SH   SOLE 4,001,620 0 0
DTE ENERGY CO COM 233331107 135,947 1,137,250 SH   SOLE 1,137,250 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 23,469 223,727 SH   SOLE 223,727 0 0
EDISON INTL COM 281020107 89,558 1,312,200 SH   SOLE 1,312,200 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 18,362 2,231,133 SH   SOLE 2,231,133 0 0
ENFUSION INC CL A 292812104 419 20,000 SH   SOLE 20,000 0 0
ENPHASE ENERGY INC COM 29355A107 19,209 105,000 SH   SOLE 105,000 0 0
ENTERGY CORP NEW COM 29364G103 61,958 550,000 SH   SOLE 550,000 0 0
EQUINIX INC COM 29444U700 80,355 95,000 SH   SOLE 95,000 0 0
EQUITABLE HLDGS INC COM 29452E101 24,593 750,000 SH   SOLE 750,000 0 0
ESSENTIAL UTILS INC COM 29670G102 50,416 939,022 SH   SOLE 939,022 0 0
EXELON CORP COM 30161N101 245,676 4,253,396 SH   SOLE 4,253,396 0 0
FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 112,464 825,000 SH   SOLE 825,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 19,647 180,000 SH   SOLE 180,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 54,579 2,866,558 SH   SOLE 2,866,558 0 0
FIRST AMERN FINL CORP COM 31847R102 4,889 62,500 SH   SOLE 62,500 0 0
FIRSTENERGY CORP COM 337932107 70,283 1,689,900 SH   SOLE 1,689,900 0 0
FLUENCE ENERGY INC COM CL A 34379V103 36,402 1,023,681 SH   SOLE 1,023,681 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 13,292 979,484 SH   SOLE 979,484 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 133,815 2,750,000 SH   SOLE 2,750,000 0 0
GAN LTD SHS G3728V109 17,231 1,875,000 SH   SOLE 1,875,000 0 0
GOGO INC COM 38046C109 271 20,000 SH   SOLE 20,000 0 0
HASHICORP INC COM CL A 418100103 4,643 51,000 SH   SOLE 51,000 0 0
HEALTHCARE RLTY TR COM 421946104 8,701 275,000 SH   SOLE 275,000 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107 9,200 575,000 SH   SOLE 575,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 203,755 775,000 SH   SOLE 775,000 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806 7,336 112,500 SH   SOLE 112,500 0 0
JONES LANG LASALLE INC COM 48020Q107 97,636 362,500 SH   SOLE 362,500 0 0
KILROY RLTY CORP COM 49427F108 43,199 650,000 SH   SOLE 650,000 0 0
KIMCO RLTY CORP COM 49446R109 54,230 2,200,000 SH   SOLE 2,200,000 0 0
LATHAM GROUP INC COM 51819L107 38,799 1,550,110 SH   SOLE 1,550,110 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 162,643 962,500 SH   SOLE 962,500 0 0
META PLATFORMS INC CL A 30303M102 9,250 27,500 SH   SOLE 27,500 0 0
MGE ENERGY INC COM 55277P104 9,253 112,500 SH   SOLE 112,500 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 74,509 1,550,000 SH   SOLE 1,550,000 0 0
NETFLIX INC COM 64110L106 7,531 12,500 SH   SOLE 12,500 0 0
NEXTERA ENERGY INC COM 65339F101 26,985 289,045 SH   SOLE 289,045 0 0
NORFOLK SOUTHN CORP COM 655844108 7,443 25,000 SH   SOLE 25,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 33,703 1,625,000 SH   SOLE 1,625,000 0 0
NRG ENERGY INC COM NEW 629377508 3,231 75,000 SH   SOLE 75,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 10,449 657,966 SH   SOLE 657,966 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L109 25,621 4,003,293 SH   SOLE 4,003,293 0 0
OGE ENERGY CORP COM 670837103 71,483 1,862,500 SH   SOLE 1,862,500 0 0
ONE GAS INC COM 68235P108 14,548 187,500 SH   SOLE 187,500 0 0
ONEMAIN HLDGS INC COM 68268W103 37,773 754,850 SH   SOLE 754,850 0 0
ORACLE CORP COM 68389X105 26,294 301,500 SH   SOLE 301,500 0 0
PG&E CORP COM 69331C108 268,103 22,084,257 SH   SOLE 22,084,257 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 9,984 1,068,986 SH   SOLE 1,068,986 0 0
PNM RES INC COM 69349H107 62,624 1,373,030 SH   SOLE 1,373,030 0 0
PORTILLOS INC COM CL A 73642K106 1,126 30,000 SH   SOLE 30,000 0 0
PUBLIC STORAGE COM 74460D109 35,583 95,000 SH   SOLE 95,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 100,095 1,500,000 SH   SOLE 1,500,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 59,339 7,627,067 SH   SOLE 7,627,067 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 12,250 625,000 SH   SOLE 625,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 110,171 1,062,500 SH   SOLE 1,062,500 0 0
RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 201,750 5,000,000 SH   SOLE 5,000,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 143,937 370,000 SH   SOLE 370,000 0 0
SEMPRA COM 816851109 214,014 1,617,889 SH   SOLE 1,617,889 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 4,258 100,000 SH   SOLE 100,000 0 0
SJW GROUP COM 784305104 17,385 237,500 SH   SOLE 237,500 0 0
SOLO BRANDS INC COM CL A 83425V104 1,563 100,000 SH   SOLE 100,000 0 0
SOUTHERN CO COM 842587107 137,160 2,000,000 SH   SOLE 2,000,000 0 0
SOUTHWEST AIRLS CO COM 844741108 4,284 100,000 SH   SOLE 100,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 41,078 8,815,000 SH   SOLE 8,815,000 0 0
STAG INDL INC COM 85254J102 136,686 2,850,000 SH   SOLE 2,850,000 0 0
STEM INC COM 85859N102 18,022 950,000 SH   SOLE 950,000 0 0
STERLING CHECK CORP COM 85917T109 5,024 244,945 SH   SOLE 244,945 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 8,897 326,507 SH   SOLE 326,507 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 4,460 159,754 SH   SOLE 159,754 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 118,766 10,125,000 SH   SOLE 10,125,000 0 0
SWEETGREEN INC COM CL A 87043Q108 320 10,000 SH   SOLE 10,000 0 0
SWITCH INC CL A 87105L104 7,160 250,000 SH   SOLE 250,000 0 0
TARGA RES CORP COM 87612G101 202,373 3,873,900 SH   SOLE 3,873,900 0 0
THESEUS PHARMACEUTICALS INC COM 88369M101 190 15,000 SH   SOLE 15,000 0 0
T-MOBILE US INC COM 872590104 50,741 437,500 SH   SOLE 437,500 0 0
TRAVEL PLUS LEISURE CO COM 894164102 164,428 2,975,000 SH   SOLE 2,975,000 0 0
UDEMY INC COM 902685106 459 23,500 SH   SOLE 23,500 0 0
UDR INC COM 902653104 23,996 400,000 SH   SOLE 400,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 4,378 100,000 SH   SOLE 100,000 0 0
VENTAS INC COM 92276F100 113,742 2,225,000 SH   SOLE 2,225,000 0 0
WELLTOWER INC COM 95040Q104 314,133 3,662,500 SH   SOLE 3,662,500 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 17,729 796,080 SH   SOLE 796,080 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 18,357 287,500 SH   SOLE 287,500 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 34,405 3,500,000 SH   SOLE 3,500,000 0 0