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
ALASKA AIR GROUP INC COM 011659109 11,014 275,000 SH   SOLE 275,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102 565 5,000 SH   SOLE 5,000 0 0
ALLETE INC COM NEW 018522300 1,763 30,000 SH   SOLE 30,000 0 0
ALPHABET INC CAP STK CL C 02079K107 3,281 1,500 SH   SOLE 1,500 0 0
ALPHABET INC CAP STK CL A 02079K305 37,919 17,400 SH   SOLE 17,400 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 159,746 4,507,500 SH   SOLE 4,507,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 158,210 619,000 SH   SOLE 619,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,913 26,300 SH   SOLE 26,300 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 13,977 900,000 SH   SOLE 900,000 0 0
ARCLIGHT CLEAN TRANSITION II CLASS A ORD SHS G0R21B104 2,253 226,457 SH   SOLE 226,457 0 0
ATMOS ENERGY CORP COM 049560105 71,150 634,700 SH   SOLE 634,700 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 20,632 2,081,906 SH   SOLE 2,081,906 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 891 4,245,000 SH   SOLE 4,245,000 0 0
BROWN & BROWN INC COM 115236101 10,210 175,000 SH   SOLE 175,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 47,068 350,000 SH   SOLE 350,000 0 0
CANADIAN NATL RY CO COM 136375102 1,968 17,500 SH   SOLE 17,500 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 16,462 1,855,898 SH   SOLE 1,855,898 0 0
CMS ENERGY CORP COM 125896100 112,537 1,667,210 SH   SOLE 1,667,210 0 0
CONSTELLATION ENERGY CORP COM 21037T109 44,192 771,776 SH   SOLE 771,776 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,419 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 18,163 625,000 SH   SOLE 625,000 0 0
CUBESMART COM 229663109 3,738 87,500 SH   SOLE 87,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,329 287,500 SH   SOLE 287,500 0 0
DIGITAL RLTY TR INC COM 253868103 6,492 50,000 SH   SOLE 50,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 39,446 2,200,000 SH   SOLE 2,200,000 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 6,825 3,750,000 SH   SOLE 3,750,000 0 0
DOMINION ENERGY INC COM 25746U109 106,419 1,333,408 SH   SOLE 1,333,408 0 0
DOUGLAS EMMETT INC COM 25960P109 62,944 2,812,500 SH   SOLE 2,812,500 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 84,141 1,716,471 SH   SOLE 1,716,471 0 0
EASTGROUP PPTYS INC COM 277276101 131,181 850,000 SH   SOLE 850,000 0 0
ENBRIDGE INC COM 29250N105 528 12,500 SH   SOLE 12,500 0 0
EQUINIX INC COM 29444U700 34,494 52,500 SH   SOLE 52,500 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 139,552 21,942,100 SH   SOLE 21,942,100 0 0
ESSENTIAL UTILS INC COM 29670G102 22,160 483,326 SH   SOLE 483,326 0 0
EVERGY INC COM 30034W106 80,793 1,238,202 SH   SOLE 1,238,202 0 0
EVERSOURCE ENERGY COM 30040W108 172,574 2,043,020 SH   SOLE 2,043,020 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 27,390 1,375,000 SH   SOLE 1,375,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 167,994 987,500 SH   SOLE 987,500 0 0
FAST RADIUS INC CLASS A COM 31187R100 630 1,000,000 SH   SOLE 1,000,000 0 0
FERGUSON PLC NEW SHS G3421J106 19,374 175,000 SH   SOLE 175,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 9,503 750,000 SH   SOLE 750,000 0 0
FIRSTENERGY CORP COM 337932107 57,157 1,488,852 SH   SOLE 1,488,852 0 0
HEALTHCARE RLTY TR COM 421946104 10,466 375,000 SH   SOLE 375,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 1,700 62,500 SH   SOLE 62,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 30,646 275,000 SH   SOLE 275,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 171,125 1,557,518 SH   SOLE 1,557,518 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 16,481 150,000 SH Call SOLE 150,000 0 0
INVITATION HOMES INC COM 46187W107 267 7,500 SH   SOLE 7,500 0 0
KIMCO RLTY CORP COM 49446R109 11,121 562,500 SH   SOLE 562,500 0 0
LATHAM GROUP INC COM 51819L107 2,772 400,000 SH   SOLE 400,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 34,860 300,000 SH   SOLE 300,000 0 0
MICRON TECHNOLOGY INC COM 595112103 15,202 275,000 SH   SOLE 275,000 0 0
MICROSOFT CORP COM 594918104 41,350 161,000 SH   SOLE 161,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 161,570 925,000 SH   SOLE 925,000 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 40,056 800,000 SH   SOLE 800,000 0 0
NORFOLK SOUTHN CORP COM 655844108 2,159 9,500 SH   SOLE 9,500 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 5,844 417,423 SH   SOLE 417,423 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L109 1,170 536,510 SH   SOLE 536,510 0 0
OGE ENERGY CORP COM 670837103 110,262 2,859,500 SH   SOLE 2,859,500 0 0
ONE GAS INC COM 68235P108 17,862 220,000 SH   SOLE 220,000 0 0
ORACLE CORP COM 68389X105 34,935 500,000 SH   SOLE 500,000 0 0
PG&E CORP COM 69331C108 376,577 37,733,174 SH   SOLE 37,733,174 0 0
PG&E CORP COM 69331C108 39,920 4,000,000 SH Call SOLE 4,000,000 0 0
PINNACLE WEST CAP CORP COM 723484101 14,624 200,000 SH   SOLE 200,000 0 0
PPL CORP COM 69351T106 42,454 1,564,848 SH   SOLE 1,564,848 0 0
PROLOGIS INC. COM 74340W103 45,589 387,500 SH   SOLE 387,500 0 0
PUBLIC STORAGE COM 74460D109 46,901 150,000 SH   SOLE 150,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 121,208 1,915,420 SH   SOLE 1,915,420 0 0
REALTY INCOME CORP COM 756109104 51,195 750,000 SH   SOLE 750,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 78,756 12,172,439 SH   SOLE 12,172,439 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 9,009 350,000 SH   SOLE 350,000 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 197,557 5,041,000 SH   SOLE 5,041,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 80,013 250,000 SH   SOLE 250,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 70,130 1,000,000 SH Call SOLE 1,000,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 14,238 150,000 SH   SOLE 150,000 0 0
SJW GROUP COM 784305104 1,560 25,000 SH   SOLE 25,000 0 0
SOUTHWEST AIRLS CO COM 844741108 6,321 175,000 SH   SOLE 175,000 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 95,404 1,095,590 SH   SOLE 1,095,590 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 127,508 3,375,000 SH   SOLE 3,375,000 0 0
STAG INDL INC COM 85254J102 150,540 4,875,000 SH   SOLE 4,875,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 2,751 150,000 SH   SOLE 150,000 0 0
TARGA RES CORP COM 87612G101 185,580 3,110,100 SH   SOLE 3,110,100 0 0
TERRENO RLTY CORP COM 88146M101 9,753 175,000 SH   SOLE 175,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102 35,901 924,800 SH   SOLE 924,800 0 0
UDR INC COM 902653104 16,114 350,000 SH   SOLE 350,000 0 0
WELLTOWER INC COM 95040Q104 287,196 3,487,500 SH   SOLE 3,487,500 0 0
YORK WTR CO COM 987184108 25,338 626,713 SH   SOLE 626,713 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 34,195 3,500,000 SH   SOLE 3,500,000 0 0