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
AGREE RLTY CORP COM 008492100 6,636 100,000 SH   SOLE 100,000 0 0
ALASKA AIR GROUP INC COM 011659109 13,342 230,000 SH   SOLE 230,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 27,672 137,500 SH   SOLE 137,500 0 0
ALLEGIANT TRAVEL CO COM 01748X102 22,329 137,500 SH   SOLE 137,500 0 0
ALPHABET INC CAP STK CL C 02079K107 4,189 1,500 SH   SOLE 1,500 0 0
ALPHABET INC CAP STK CL A 02079K305 30,039 10,800 SH   SOLE 10,800 0 0
ALTICE USA INC CL A 02156K103 18,720 1,500,000 SH   SOLE 1,500,000 0 0
AMAZON COM INC COM 023135106 12,062 3,700 SH   SOLE 3,700 0 0
AMC NETWORKS INC CL A 00164V103 5,079 125,000 SH   SOLE 125,000 0 0
AMEREN CORP COM 023608102 45,155 481,600 SH   SOLE 481,600 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 183,053 4,572,900 SH   SOLE 4,572,900 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 19,737 900,000 SH   SOLE 900,000 0 0
AT&T INC COM 00206R102 20,676 875,000 SH   SOLE 875,000 0 0
AVALONBAY CMNTYS INC COM 053484101 45,948 185,000 SH   SOLE 185,000 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 20,528 2,081,906 SH   SOLE 2,081,906 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 1,430 4,245,000 SH   SOLE 4,245,000 0 0
CANADIAN NATL RY CO COM 136375102 805 6,000 SH   SOLE 6,000 0 0
CANADIAN PAC RY LTD COM 13645T100 7,469 90,500 SH   SOLE 90,500 0 0
CBRE GROUP INC CL A 12504L109 139,568 1,525,000 SH   SOLE 1,525,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 55,043 100,900 SH   SOLE 100,900 0 0
CHATHAM LODGING TR COM 16208T102 9,136 662,500 SH   SOLE 662,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,159 22,783 SH   SOLE 22,783 0 0
CMS ENERGY CORP COM 125896100 188,174 2,690,500 SH   SOLE 2,690,500 0 0
COMCAST CORP NEW CL A 20030N101 58,525 1,250,000 SH   SOLE 1,250,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 89,079 1,583,618 SH   SOLE 1,583,618 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 58,507 2,050,000 SH   SOLE 2,050,000 0 0
CSX CORP COM 126408103 5,618 150,000 SH   SOLE 150,000 0 0
CUBESMART COM 229663109 187,308 3,600,000 SH   SOLE 3,600,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,839 375,000 SH   SOLE 375,000 0 0
DIGITAL RLTY TR INC COM 253868103 26,588 187,500 SH   SOLE 187,500 0 0
DISH NETWORK CORPORATION CL A 25470M109 37,980 1,200,000 SH   SOLE 1,200,000 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 5,440 1,700,000 SH   SOLE 1,700,000 0 0
DOMINION ENERGY INC COM 25746U109 181,837 2,140,010 SH   SOLE 2,140,010 0 0
DOUGLAS EMMETT INC COM 25960P109 111,122 3,325,000 SH   SOLE 3,325,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 179,254 3,303,605 SH   SOLE 3,303,605 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 67,300 602,727 SH   SOLE 602,727 0 0
EASTGROUP PPTYS INC COM 277276101 101,640 500,000 SH   SOLE 500,000 0 0
EDISON INTL COM 281020107 142,604 2,034,300 SH   SOLE 2,034,300 0 0
ENBRIDGE INC COM 29250N105 46,394 1,007,500 SH   SOLE 1,007,500 0 0
ENPHASE ENERGY INC COM 29355A107 7,567 37,500 SH Put SOLE 37,500 0 0
ENPHASE ENERGY INC COM 29355A107 7,567 37,500 SH   SOLE 37,500 0 0
ENTERGY CORP NEW COM 29364G103 154,589 1,324,100 SH   SOLE 1,324,100 0 0
EQUINIX INC COM 29444U700 40,047 54,000 SH   SOLE 54,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 157,382 18,647,186 SH   SOLE 18,647,186 0 0
ESSENTIAL UTILS INC COM 29670G102 46,667 912,722 SH   SOLE 912,722 0 0
EVERGY INC COM 30034W106 58,359 853,948 SH   SOLE 853,948 0 0
EVERSOURCE ENERGY COM 30040W108 224,355 2,544,000 SH   SOLE 2,544,000 0 0
EXELON CORP COM 30161N101 34,498 724,300 SH   SOLE 724,300 0 0
EXTRA SPACE STORAGE INC COM 30225T102 10,280 50,000 SH   SOLE 50,000 0 0
FAST RADIUS INC CLASS A COM 31187R100 1,490 1,000,000 SH   SOLE 1,000,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 22,595 225,000 SH   SOLE 225,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 40,903 2,025,908 SH   SOLE 2,025,908 0 0
FIRSTENERGY CORP COM 337932107 41,380 902,301 SH   SOLE 902,301 0 0
FLUENCE ENERGY INC COM CL A 34379V103 13,110 1,000,000 SH   SOLE 1,000,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 159,562 3,400,000 SH   SOLE 3,400,000 0 0
GAN LTD SHS G3728V109 3,254 675,000 SH   SOLE 675,000 0 0
HEALTHCARE RLTY TR COM 421946104 67,326 2,450,000 SH   SOLE 2,450,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 159,185 775,000 SH   SOLE 775,000 0 0
INVITATION HOMES INC COM 46187W107 45,203 1,125,000 SH   SOLE 1,125,000 0 0
JONES LANG LASALLE INC COM 48020Q107 162,833 680,000 SH   SOLE 680,000 0 0
LATHAM GROUP INC COM 51819L107 11,405 861,400 SH   SOLE 861,400 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,563 137,500 SH   SOLE 137,500 0 0
MACERICH CO COM 554382101 37,927 2,425,000 SH   SOLE 2,425,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 141,930 900,000 SH   SOLE 900,000 0 0
MGE ENERGY INC COM 55277P104 10,883 136,400 SH   SOLE 136,400 0 0
MICRON TECHNOLOGY INC COM 595112103 11,099 142,500 SH   SOLE 142,500 0 0
MICROSOFT CORP COM 594918104 23,832 77,300 SH   SOLE 77,300 0 0
MID-AMER APT CMNTYS INC COM 59522J103 128,288 612,500 SH   SOLE 612,500 0 0
NEXTERA ENERGY INC COM 65339F101 59,586 703,409 SH   SOLE 703,409 0 0
NORFOLK SOUTHN CORP COM 655844108 17,826 62,500 SH   SOLE 62,500 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 32,820 1,500,000 SH   SOLE 1,500,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 6,019 417,423 SH   SOLE 417,423 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L109 18,545 3,686,849 SH   SOLE 3,686,849 0 0
OGE ENERGY CORP COM 670837103 125,399 3,075,000 SH   SOLE 3,075,000 0 0
ONE GAS INC COM 68235P108 17,119 194,000 SH   SOLE 194,000 0 0
ONEMAIN HLDGS INC COM 68268W103 14,223 300,000 SH   SOLE 300,000 0 0
ORACLE CORP COM 68389X105 53,775 650,000 SH   SOLE 650,000 0 0
PG&E CORP COM 69331C108 298,740 25,020,072 SH   SOLE 25,020,072 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 1,507 87,500 SH   SOLE 87,500 0 0
PNM RES INC COM 69349H107 95,340 2,000,000 SH   SOLE 2,000,000 0 0
PPL CORP COM 69351T106 193,809 6,786,026 SH   SOLE 6,786,026 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 84,897 1,212,819 SH   SOLE 1,212,819 0 0
REGENCY CTRS CORP COM 758849103 167,649 2,350,000 SH   SOLE 2,350,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 89,273 10,860,519 SH   SOLE 10,860,519 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 4,363 225,000 SH   SOLE 225,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 50,240 1,000,000 SH   SOLE 1,000,000 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 7,867 139,000 SH   SOLE 139,000 0 0
RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 193,950 5,000,000 SH   SOLE 5,000,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,603 25,000 SH   SOLE 25,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 74,460 1,000,000 SH Put SOLE 1,000,000 0 0
SEMPRA COM 816851109 45,090 268,200 SH   SOLE 268,200 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 2,498 80,500 SH   SOLE 80,500 0 0
SJW GROUP COM 784305104 13,916 200,000 SH   SOLE 200,000 0 0
SOUTH JERSEY INDS INC COM 838518108 864 25,000 SH   SOLE 25,000 0 0
SOUTHWEST AIRLS CO COM 844741108 8,015 175,000 SH   SOLE 175,000 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 156,580 2,000,000 SH   SOLE 2,000,000 0 0
SPIRE INC COM 84857L101 17,581 245,000 SH   SOLE 245,000 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 86,288 1,875,000 SH   SOLE 1,875,000 0 0
STAG INDL INC COM 85254J102 169,535 4,100,000 SH   SOLE 4,100,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 7,749 296,000 SH   SOLE 296,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 8,835 750,000 SH   SOLE 750,000 0 0
TARGA RES CORP COM 87612G101 267,919 3,550,000 SH   SOLE 3,550,000 0 0
T-MOBILE US INC COM 872590104 60,966 475,000 SH   SOLE 475,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102 89,807 1,550,000 SH   SOLE 1,550,000 0 0
VERIS RESIDENTIAL INC COM 554489104 4,643 267,000 SH   SOLE 267,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 23,942 470,000 SH   SOLE 470,000 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 3,953 155,000 SH   SOLE 155,000 0 0
WELLTOWER INC COM 95040Q104 338,894 3,525,000 SH   SOLE 3,525,000 0 0
YORK WTR CO COM 987184108 1,686 37,500 SH   SOLE 37,500 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 34,335 3,500,000 SH   SOLE 3,500,000 0 0