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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
4D MOLECULAR THERAPEUTICS IN COM 35104E100   2,913,412 138,800 SH   SOLE   138,800 0 0
ABACUS LIFE INC CL A 00258Y104   5,190,000 600,000 SH   SOLE   600,000 0 0
AES CORP COM 00130H105   351,400 20,000 SH   SOLE   20,000 0 0
ALLY FINL INC COM 02005N100   14,876,250 375,000 SH   SOLE   375,000 0 0
AMBAC FINL GROUP INC COM NEW 023139884   961,500 75,000 SH   SOLE   75,000 0 0
AMEREN CORP COM 023608102   290,798,372 4,089,416 SH   SOLE   4,089,416 0 0
AMERICAN ELEC PWR CO INC COM 025537101   582,330 6,637 SH   SOLE   6,637 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   3,901,800 105,000 SH   SOLE   105,000 0 0
API GROUP CORP COM STK 00187Y100   36,068,129 958,494 SH   SOLE   958,494 0 0
ARCBEST CORP COM 03937C105   8,031,000 75,000 SH   SOLE   75,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   15,675,990 201,000 SH   SOLE   201,000 0 0
AT&T INC COM 00206R102   24,451,245 1,279,500 SH   SOLE   1,279,500 0 0
AUTOZONE INC COM 053332102   11,856,400 4,000 SH   SOLE   4,000 0 0
AVERY DENNISON CORP COM 053611109   6,085,030 27,830 SH   SOLE   27,830 0 0
AZZ INC COM 002474104   19,505,625 252,500 SH   SOLE   252,500 0 0
BBB FOODS INC CL A COM G0896C103   1,193,000 50,000 SH   SOLE   50,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109   13,122,500 145,000 SH   SOLE   145,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   13,675,013 166,100 SH   SOLE   166,100 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102   5,448,100 215,000 SH   SOLE   215,000 0 0
CABLE ONE INC COM 12685J105   9,398,700 26,550 SH   SOLE   26,550 0 0
CANADIAN NATL RY CO COM 136375102   1,299,430 11,000 SH   SOLE   11,000 0 0
CARETRUST REIT INC COM 14174T107   81,715,234 3,255,587 SH   SOLE   3,255,587 0 0
CATERPILLAR INC COM 149123101   13,324,000 40,000 SH   SOLE   40,000 0 0
CELANESE CORP DEL COM 150870103   6,744,500 50,000 SH   SOLE   50,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   24,030,691 775,684 SH   SOLE   775,684 0 0
CENTURI HOLDINGS INC COM SHS 155923105   17,637,426 905,412 SH   SOLE   905,412 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   37,956,261 126,961 SH   SOLE   126,961 0 0
CHENIERE ENERGY INC COM NEW 16411R208   240,660,139 1,376,538 SH   SOLE   1,376,538 0 0
CHENIERE ENERGY INC COM NEW 16411R208   43,707,500 250,000 SH Call SOLE   250,000 0 0
CHESAPEAKE UTILS CORP COM 165303108   46,608,100 438,871 SH   SOLE   438,871 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,541,925 577,500 SH   SOLE   577,500 0 0
CMS ENERGY CORP COM 125896100   12,555,115 210,904 SH   SOLE   210,904 0 0
CONSTELLATION ENERGY CORP COM 21037T109   10,008,293 49,974 SH   SOLE   49,974 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301   932,150 20,600 SH   SOLE   20,600 0 0
CORE & MAIN INC CL A 21874C102   10,032,700 205,000 SH   SOLE   205,000 0 0
CORPAY INC COM SHS 219948106   37,963,425 142,500 SH   SOLE   142,500 0 0
CRH PLC ORD G25508105   17,995,200 240,000 SH   SOLE   240,000 0 0
CROWN CASTLE INC COM 22822V101   15,338,900 157,000 SH   SOLE   157,000 0 0
CSX CORP COM 126408103   2,578,995 77,100 SH   SOLE   77,100 0 0
CYTOKINETICS INC COM NEW 23282W605   4,995,396 92,200 SH   SOLE   92,200 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   3,615,625 312,500 SH   SOLE   312,500 0 0
DIGITAL RLTY TR INC COM 253868103   19,157,388 125,994 SH   SOLE   125,994 0 0
DISC MEDICINE INC COM 254604101   1,550,408 34,400 SH   SOLE   34,400 0 0
EASTGROUP PPTYS INC COM 277276101   34,020,000 200,000 SH   SOLE   200,000 0 0
EATON CORP PLC SHS G29183103   21,948,500 70,000 SH   SOLE   70,000 0 0
ELEDON PHARMACEUTICALS INC COM 28617K101   5,569,619 2,109,704 SH   SOLE   2,109,704 0 0
ELI LILLY & CO COM 532457108   27,351,530 30,210 SH   SOLE   30,210 0 0
ENBRIDGE INC COM 29250N105   113,453,067 3,189,600 SH   SOLE   3,189,600 0 0
ENCORE CAP GROUP INC COM 292554102   2,503,800 60,000 SH   SOLE   60,000 0 0
ENTERGY CORP NEW COM 29364G103   970,811 9,073 SH   SOLE   9,073 0 0
EQUINIX INC COM 29444U700   7,217,964 9,540 SH   SOLE   9,540 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   29,205,000 2,250,000 SH   SOLE   2,250,000 0 0
EVEREST GROUP LTD COM G3223R108   38,102,000 100,000 SH   SOLE   100,000 0 0
EVERGY INC COM 30034W106   309,923,497 5,850,925 SH   SOLE   5,850,925 0 0
EVERSOURCE ENERGY COM 30040W108   303,369,181 5,349,483 SH   SOLE   5,349,483 0 0
EVOLUS INC COM 30052C107   5,442,675 501,629 SH   SOLE   501,629 0 0
EXELON CORP COM 30161N101   52,780,250 1,525,000 SH   SOLE   1,525,000 0 0
FIRSTENERGY CORP COM 337932107   214,617,892 5,607,993 SH   SOLE   5,607,993 0 0
GALLAGHER ARTHUR J & CO COM 363576109   6,923,577 26,700 SH   SOLE   26,700 0 0
GATES INDL CORP PLC ORD SHS G39108108   27,618,631 1,746,909 SH   SOLE   1,746,909 0 0
GAUZY LTD SHS M4757U106   7,185,123 597,764 SH   SOLE   597,764 0 0
GE VERNOVA INC COM 36828A101   7,289,175 42,500 SH   SOLE   42,500 0 0
GMS INC COM 36251C103   9,270,150 115,000 SH   SOLE   115,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   51,471,500 1,412,500 SH   SOLE   1,412,500 0 0
HUDBAY MINERALS INC COM 443628102   5,430,000 600,000 SH   SOLE   600,000 0 0
IBOTTA INC CLASS A COM SHS 451051106   751,600 10,000 SH   SOLE   10,000 0 0
IMMATICS N.V SHS N44445109   4,183,200 360,000 SH   SOLE   360,000 0 0
IMMUNOME INC COM 45257U108   907,500 75,000 SH   SOLE   75,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   59,930,543 548,714 SH   SOLE   548,714 0 0
INVITATION HOMES INC COM 46187W107   6,460,200 180,000 SH   SOLE   180,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100   9,532,000 200,000 SH   SOLE   200,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   3,809,500 475,000 SH   SOLE   475,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   41,543,750 625,000 SH   SOLE   625,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   738,653 62,704 SH   SOLE   62,704 0 0
KIMCO RLTY CORP COM 49446R109   4,865,000 250,000 SH   SOLE   250,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   52,847,313 1,275,273 SH   SOLE   1,275,273 0 0
KODIAK GAS SVCS INC COM 50012A108   11,747,752 430,952 SH   SOLE   430,952 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   70,357,071 2,674,157 SH   SOLE   2,674,157 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   6,945,000 300,000 SH   SOLE   300,000 0 0
MAREX GROUP PLC ORD G5S37H101   12,000,000 600,000 SH   SOLE   600,000 0 0
MERCK & CO INC COM 58933Y105   18,582,380 150,100 SH   SOLE   150,100 0 0
MICROSOFT CORP COM 594918104   5,050,535 11,300 SH   SOLE   11,300 0 0
MID-AMER APT CMNTYS INC COM 59522J103   5,675,878 39,800 SH   SOLE   39,800 0 0
MIDDLESEX WTR CO COM 596680108   1,972,188 37,738 SH   SOLE   37,738 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   2,673,600 60,000 SH   SOLE   60,000 0 0
NCL CORP LTD NOTE 1.125% 2/1 62886HBD2   9,256,950 10,000,000 SH   SOLE   10,000,000 0 0
NEXTERA ENERGY INC COM 65339F101   23,367,300 330,000 SH   SOLE   330,000 0 0
NISOURCE INC COM 65473P105   229,430,538 7,963,573 SH   SOLE   7,963,573 0 0
NORFOLK SOUTHN CORP COM 655844108   21,297,248 99,200 SH   SOLE   99,200 0 0
NRG ENERGY INC COM NEW 629377508   1,868,640 24,000 SH   SOLE   24,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   17,237,250 225,000 SH   SOLE   225,000 0 0
OGE ENERGY CORP COM 670837103   838,629 23,491 SH   SOLE   23,491 0 0
ONEMAIN HLDGS INC COM 68268W103   9,698,000 200,000 SH   SOLE   200,000 0 0
OPAL FUELS INC CLASS A COM 68347P103   8,269,710 2,021,934 SH   SOLE   2,021,934 0 0
OTTER TAIL CORP COM 689648103   875,900 10,000 SH   SOLE   10,000 0 0
PACS GROUP INC COM SHS 69380Q107   23,600,000 800,000 SH   SOLE   800,000 0 0
PARKER-HANNIFIN CORP COM 701094104   20,232,400 40,000 SH   SOLE   40,000 0 0
PENTAIR PLC SHS G7S00T104   10,350,450 135,000 SH   SOLE   135,000 0 0
PFIZER INC COM 717081103   12,246,846 437,700 SH   SOLE   437,700 0 0
PG&E CORP COM 69331C108   37,426,645 2,143,565 SH   SOLE   2,143,565 0 0
PG&E CORP COM 69331C108   78,570,000 4,500,000 SH Call SOLE   4,500,000 0 0
PG&E CORP COM 69331C108   17,460,000 1,000,000 SH Put SOLE   1,000,000 0 0
PINNACLE WEST CAP CORP COM 723484101   209,602,760 2,744,210 SH   SOLE   2,744,210 0 0
PNM RES INC COM 69349H107   132,138,727 3,575,182 SH   SOLE   3,575,182 0 0
PNM RES INC COM 69349H107   3,696,000 100,000 SH Call SOLE   100,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   38,497,783 890,328 SH   SOLE   890,328 0 0
PROFICIENT AUTO LOGISTICS IN COM 74317M104   8,592,100 535,000 SH   SOLE   535,000 0 0
PROLOGIS INC. COM 74340W103   50,539,500 450,000 SH   SOLE   450,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   18,404,364 249,720 SH   SOLE   249,720 0 0
QUANTA SVCS INC COM 74762E102   12,704,500 50,000 SH   SOLE   50,000 0 0
R1 RCM INC COM 77634L105   6,280,000 500,000 SH   SOLE   500,000 0 0
REALTY INCOME CORP COM 756109104   4,621,750 87,500 SH   SOLE   87,500 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102   1,239,978 43,800 SH   SOLE   43,800 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   10,872,177 294,000 SH   SOLE   294,000 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   263,548,642 4,551,004 SH   SOLE   4,551,004 0 0
SANA BIOTECHNOLOGY INC COM 799566104   2,013,102 368,700 SH   SOLE   368,700 0 0
SANOFI SPONSORED ADR 80105N105   10,993,662 226,580 SH   SOLE   226,580 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   6,890,130 35,100 SH   SOLE   35,100 0 0
SEMPRA COM 816851109   144,879,240 1,904,802 SH   SOLE   1,904,802 0 0
SILVACO GROUP INC COM 82728C102   449,500 25,000 SH   SOLE   25,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   9,487,500 62,500 SH   SOLE   62,500 0 0
STAG INDL INC COM 85254J102   2,704,500 75,000 SH   SOLE   75,000 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   6,954,717 177,100 SH   SOLE   177,100 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   3,182,150 155,000 SH   SOLE   155,000 0 0
TARGA RES CORP COM 87612G101   228,996,596 1,778,200 SH   SOLE   1,778,200 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829   2,591,250 125,000 SH   SOLE   125,000 0 0
TEREX CORP NEW COM 880779103   8,774,400 160,000 SH   SOLE   160,000 0 0
TERNS PHARMACEUTICALS INC COM 880881107   95,626 14,042 SH   SOLE   14,042 0 0
T-MOBILE US INC COM 872590104   34,707,460 197,000 SH Put SOLE   197,000 0 0
TORTOISE ENERGY INDEPENDENC COM 89148K200   281,052 7,766 SH   SOLE   7,766 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886   2,108,170 60,458 SH   SOLE   60,458 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B200   793,072 18,465 SH   SOLE   18,465 0 0
TORTOISE PIPELINE & ENERGY F COM 89148H207   347,726 9,611 SH   SOLE   9,611 0 0
TORTOISE PWR & ENERGY INFRAS COM 89147X104   214,728 13,599 SH   SOLE   13,599 0 0
TRANSDIGM GROUP INC COM 893641100   12,776,100 10,000 SH   SOLE   10,000 0 0
TURNSTONE BIOLOGICS CORP COM 90042W100   566,282 216,138 SH   SOLE   216,138 0 0
UDR INC COM 902653104   4,629,375 112,500 SH   SOLE   112,500 0 0
UGI CORP NEW COM 902681105   121,699,004 5,314,367 SH   SOLE   5,314,367 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   12,657,000 300,000 SH   SOLE   300,000 0 0
UNION PAC CORP COM 907818108   4,095,306 18,100 SH   SOLE   18,100 0 0
UNITED STATES CELLULAR CORP COM 911684108   2,232,800 40,000 SH   SOLE   40,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,657,000 100,000 SH   SOLE   100,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   21,212,500 625,000 SH   SOLE   625,000 0 0
VIPER ENERGY INC CL A 927959106   2,747,196 73,200 SH   SOLE   73,200 0 0
VISTRA CORP COM 92840M102   23,691,187 275,543 SH   SOLE   275,543 0 0
VSE CORP COM 918284100   15,449,000 175,000 SH   SOLE   175,000 0 0
WASTE MGMT INC DEL COM 94106L109   13,867,100 65,000 SH   SOLE   65,000 0 0
WAYSTAR HLDG CORP COM 946784105   20,547,894 955,716 SH   SOLE   955,716 0 0
WEBTOON ENTMT INC COM 94845U105   228,300 10,000 SH   SOLE   10,000 0 0
WEC ENERGY GROUP INC COM 92939U106   93,979,859 1,197,806 SH   SOLE   1,197,806 0 0
WELLTOWER INC COM 95040Q104   345,771,188 3,316,750 SH   SOLE   3,316,750 0 0
WESCO INTL INC COM 95082P105   43,593,000 275,000 SH   SOLE   275,000 0 0
XCEL ENERGY INC COM 98389B100   161,625,336 3,026,125 SH   SOLE   3,026,125 0 0
YORK WTR CO COM 987184108   26,066,259 702,784 SH   SOLE   702,784 0 0