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
ALASKA AIR GROUP INC COM 011659109 10,766 275,000 SH   SOLE   275,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,617 90,000 SH   SOLE   90,000 0 0
ALLETE INC COM NEW 018522300 4,379 87,500 SH   SOLE   87,500 0 0
ALPHABET INC CAP STK CL A 02079K305 30,034 314,000 SH   SOLE   314,000 0 0
ALPHABET INC CAP STK CL C 02079K107 962 10,000 SH   SOLE   10,000 0 0
ALTUS POWER INC COM CL A 02217A102 348 31,600 SH   SOLE   31,600 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 246 7,500 SH   SOLE   7,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,294 20,000 SH   SOLE   20,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 2,906 62,500 SH   SOLE   62,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 4,650 100,000 SH Call SOLE   100,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 599 33,258 SH   SOLE   33,258 0 0
ATMOS ENERGY CORP COM 049560105 23,426 230,000 SH   SOLE   230,000 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 596 4,245,000 SH   SOLE   4,245,000 0 0
BOSTON PROPERTIES INC COM 101121101 122,763 1,637,500 SH   SOLE   1,637,500 0 0
BROWN & BROWN INC COM 115236101 10,584 175,000 SH   SOLE   175,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 164,542 1,377,500 SH   SOLE   1,377,500 0 0
CANADIAN NATL RY CO COM 136375102 1,890 17,500 SH   SOLE   17,500 0 0
CANNAE HLDGS INC COM 13765N107 4,390 212,500 SH   SOLE   212,500 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 14,903 1,855,898 SH   SOLE   1,855,898 0 0
CMS ENERGY CORP COM 125896100 232,546 3,992,894 SH   SOLE   3,992,894 0 0
COREBRIDGE FINL INC COM 21871X109 98,450 5,000,000 SH   SOLE   5,000,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 5,388 400,000 SH   SOLE   400,000 0 0
CSX CORP COM 126408103 20,979 787,500 SH   SOLE   787,500 0 0
CUBESMART COM 229663109 28,042 700,000 SH   SOLE   700,000 0 0
DIGITAL RLTY TR INC COM 253868103 60,748 612,500 SH   SOLE   612,500 0 0
DISH NETWORK CORPORATION CL A 25470M109 24,203 1,750,000 SH   SOLE   1,750,000 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 4,951 5,000,000 SH   SOLE   5,000,000 0 0
DOMINION ENERGY INC COM 25746U109 87,061 1,259,746 SH   SOLE   1,259,746 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 27,980 1,000,000 SH   SOLE   1,000,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,038 20,000 SH   SOLE   20,000 0 0
DTE ENERGY CO COM 233331107 15,394 133,800 SH   SOLE   133,800 0 0
EASTGROUP PPTYS INC COM 277276101 129,906 900,000 SH   SOLE   900,000 0 0
ENPHASE ENERGY INC COM 29355A107 6,937 25,000 SH   SOLE   25,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 60,000 8,021,368 SH   SOLE   8,021,368 0 0
ESSENTIAL UTILS INC COM 29670G102 45,725 1,105,000 SH   SOLE   1,105,000 0 0
EVERGY INC COM 30034W106 121,082 2,038,419 SH   SOLE   2,038,419 0 0
EVERSOURCE ENERGY COM 30040W108 53,465 685,794 SH   SOLE   685,794 0 0
EXTRA SPACE STORAGE INC COM 30225T102 12,953 75,000 SH   SOLE   75,000 0 0
FAST RADIUS INC CLASS A COM 31187R100 402 1,000,000 SH   SOLE   1,000,000 0 0
FERGUSON PLC NEW SHS G3421J106 25,733 250,000 SH   SOLE   250,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,391 137,500 SH   SOLE   137,500 0 0
FIRSTENERGY CORP COM 337932107 132,070 3,569,448 SH   SOLE   3,569,448 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 172,575 1,950,000 SH   SOLE   1,950,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 33,188 375,000 SH Call SOLE   375,000 0 0
INTEL CORP COM 458140100 6,443 250,000 SH   SOLE   250,000 0 0
INVITATION HOMES INC COM 46187W107 253 7,500 SH   SOLE   7,500 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 2,789 85,600 SH   SOLE   85,600 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 14,059 1,700,000 SH   SOLE   1,700,000 0 0
LATHAM GROUP INC COM 51819L107 2,782 775,000 SH   SOLE   775,000 0 0
MGE ENERGY INC COM 55277P104 2,041 31,100 SH   SOLE   31,100 0 0
MICROSOFT CORP COM 594918104 41,922 180,000 SH   SOLE   180,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 178,331 1,150,000 SH   SOLE   1,150,000 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 44,699 1,075,000 SH   SOLE   1,075,000 0 0
NETSTREIT CORP COM 64119V303 8,059 452,500 SH   SOLE   452,500 0 0
NORFOLK SOUTHN CORP COM 655844108 996 4,750 SH   SOLE   4,750 0 0
NORTHWESTERN CORP COM NEW 668074305 5,544 112,500 SH   SOLE   112,500 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 3,641 269,700 SH   SOLE   269,700 0 0
OGE ENERGY CORP COM 670837103 79,785 2,188,300 SH   SOLE   2,188,300 0 0
ONE GAS INC COM 68235P108 15,134 215,000 SH   SOLE   215,000 0 0
ORACLE CORP COM 68389X105 43,390 710,500 SH   SOLE   710,500 0 0
PG&E CORP COM 69331C108 290,563 23,245,071 SH   SOLE   23,245,071 0 0
PG&E CORP COM 69331C108 62,500 5,000,000 SH Call SOLE   5,000,000 0 0
PINNACLE WEST CAP CORP COM 723484101 79,186 1,227,500 SH   SOLE   1,227,500 0 0
PNM RES INC COM 69349H107 22,865 500,000 SH   SOLE   500,000 0 0
PROLOGIS INC. COM 74340W103 157,480 1,550,000 SH   SOLE   1,550,000 0 0
PUBLIC STORAGE COM 74460D109 32,941 112,500 SH   SOLE   112,500 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 7,029 125,000 SH   SOLE   125,000 0 0
R1 RCM INC COM 77634L105 55,590 3,000,000 SH   SOLE   3,000,000 0 0
REALTY INCOME CORP COM 756109104 168,926 2,902,500 SH   SOLE   2,902,500 0 0
REGENCY CTRS CORP COM 758849103 162,896 3,025,000 SH   SOLE   3,025,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 24,568 175,000 SH   SOLE   175,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 61,016 10,135,543 SH   SOLE   10,135,543 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 2,064 150,000 SH   SOLE   150,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 14,316 435,000 SH   SOLE   435,000 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 203,100 5,000,000 SH   SOLE   5,000,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 80,414 282,500 SH   SOLE   282,500 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 912 37,500 SH   SOLE   37,500 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 4,749 831,700 SH   SOLE   831,700 0 0
SOUTHERN CO COM 842587107 6,807 100,100 SH   SOLE   100,100 0 0
SOUTHWEST AIRLS CO COM 844741108 9,638 312,500 SH   SOLE   312,500 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 77,562 1,112,000 SH   SOLE   1,112,000 0 0
SPIRE INC COM 84857L101 1,583 25,400 SH   SOLE   25,400 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 5,424 150,000 SH   SOLE   150,000 0 0
STAG INDL INC COM 85254J102 127,935 4,500,000 SH   SOLE   4,500,000 0 0
TARGA RES CORP COM 87612G101 211,944 3,512,500 SH   SOLE   3,512,500 0 0
TRAVEL PLUS LEISURE CO COM 894164102 54,592 1,600,000 SH   SOLE   1,600,000 0 0
UDR INC COM 902653104 82,899 1,987,500 SH   SOLE   1,987,500 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 7,577 47,500 SH   SOLE   47,500 0 0
WELLTOWER INC COM 95040Q104 257,280 4,000,000 SH   SOLE   4,000,000 0 0
YORK WTR CO COM 987184108 22,665 589,781 SH   SOLE   589,781 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 715 25,000 SH   SOLE   25,000 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 34,335 3,500,000 SH   SOLE   3,500,000 0 0