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
Expires: July 31, 2015
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
AEVEX CORP COM CL A 00835T107 2,089,000 100,000 SH SOLE 100,000 0 0
AGREE RLTY CORP COM 008492100 139,611,542 1,843,300 SH SOLE 1,843,300 0 0
ALLSPRING UTILITIES AND HIGH WF UTILITIES INC 94987E109 1,557,228 128,803 SH SOLE 128,803 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 29,484,150 565,372 SH SOLE 565,372 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 10,430,000 200,000 SH Call SOLE 200,000 0 0
ANTERO RESOURCES CORP COM 03674X106 14,056,000 400,000 SH SOLE 400,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R747 6,021,675 2,027,500 SH SOLE 2,027,500 0 0
ARXIS INC CL A COM 04339D105 11,535,000 250,000 SH SOLE 250,000 0 0
AUTOZONE INC COM 053332102 48,418,491 15,150 SH SOLE 15,150 0 0
AVALYN PHARMACEUTICALS INC COM SHS 05348Y105 2,057,500 62,500 SH SOLE 62,500 0 0
BKV CORP COM 05603J108 45,777,849 1,673,167 SH SOLE 1,673,167 0 0
BLACK HILLS CORP COM 092113109 14,398,930 193,534 SH SOLE 193,534 0 0
BROOKDALE SR LIVING INC COM 112463104 4,022,500 250,000 SH Put SOLE 250,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 23,488,500 262,500 SH SOLE 262,500 0 0
BXP INC COM 101121101 5,802,125 87,500 SH SOLE 87,500 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,576,025 22,500 SH SOLE 22,500 0 0
CARDINAL INFRASTRUCTURE GROU CL A 14154A102 3,768,000 40,000 SH SOLE 40,000 0 0
CARETRUST REIT INC COM 14174T107 59,361,104 1,471,155 SH SOLE 1,471,155 0 0
CHENIERE ENERGY INC COM NEW 16411R208 112,095,690 469,000 SH SOLE 469,000 0 0
CHIRON REAL ESTATE INC COM NEW 37954A303 3,283,000 87,500 SH SOLE 87,500 0 0
CORE & MAIN INC CL A 21874C102 45,034,475 933,357 SH SOLE 933,357 0 0
CORE & MAIN INC CL A 21874C102 4,825,000 100,000 SH Call SOLE 100,000 0 0
CORPAY INC COM SHS 219948106 16,896,789 50,700 SH SOLE 50,700 0 0
CRANE COMPANY COMMON STOCK 224408104 11,153,500 50,000 SH SOLE 50,000 0 0
CRH PLC ORD G25508105 35,310,000 330,000 SH SOLE 330,000 0 0
CUBESMART COM 229663109 2,684,475 67,500 SH SOLE 67,500 0 0
CUMMINS INC COM 231021106 24,320,461 34,100 SH SOLE 34,100 0 0
DEVON ENERGY CORP NEW COM 25179M103 36,398,788 880,900 SH SOLE 880,900 0 0
DIGITAL RLTY TR INC COM 253868103 42,650,250 237,500 SH SOLE 237,500 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 12,265,000 250,000 SH SOLE 250,000 0 0
DUFF & PHELPS UTLITY AND INF COM 26433C105 1,598,268 107,700 SH SOLE 107,700 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,746,750 37,500 SH SOLE 37,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,746,750 37,500 SH Call SOLE 37,500 0 0
EATON CORP PLC SHS G29183103 14,914,200 35,000 SH SOLE 35,000 0 0
ELEDON PHARMACEUTICALS INC COM 28617K101 6,290,600 1,596,599 SH SOLE 1,596,599 0 0
EMCOR GROUP INC COM 29084Q100 22,821,700 27,500 SH SOLE 27,500 0 0
ENTERGY CORP NEW COM 29364G103 51,687,000 450,000 SH SOLE 450,000 0 0
EROCK INC CL A COM 296013105 27,430,303 1,891,745 SH SOLE 1,891,745 0 0
EVERSOURCE ENERGY COM 30040W108 194,529,231 2,691,701 SH SOLE 2,691,701 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,230,800 36,000 SH SOLE 36,000 0 0
FERVO ENERGY CO CL A COM 31556C106 24,699,350 845,000 SH SOLE 845,000 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 126,870,182 2,271,217 SH SOLE 2,271,217 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 4,544,009 185,092 SH SOLE 185,092 0 0
FOX CORP CL A COM 35137L105 6,389,600 122,500 SH SOLE 122,500 0 0
FREEPORT MCMORAN INC CL B 35671D857 9,433,500 150,000 SH SOLE 150,000 0 0
GE AEROSPACE COM NEW 369604301 13,080,550 35,000 SH SOLE 35,000 0 0
GE VERNOVA INC COM 36828A101 51,693,840 44,000 SH SOLE 44,000 0 0
GENERAC HLDGS INC COM 368736104 25,269,503 86,300 SH SOLE 86,300 0 0
GENUINE PARTS CO COM 372460105 26,545,500 225,000 SH SOLE 225,000 0 0
GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 1,080,000 60,000 SH SOLE 60,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 12,897,200 76,000 SH SOLE 76,000 0 0
H2O AMERICA COM 784305104 31,205,395 513,500 SH SOLE 513,500 0 0
HAWKEYE 360 INC COM SHS 420201105 303,300 15,000 SH SOLE 15,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 2,675,000 125,000 SH SOLE 125,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105 37,511,377 997,643 SH SOLE 997,643 0 0
HUT 8 CORP COM 44812J104 14,015,023 121,400 SH SOLE 121,400 0 0
IDACORP INC COM 451107106 69,683,031 460,562 SH SOLE 460,562 0 0
IDACORP INC COM 451107106 11,347,500 75,000 SH Call SOLE 75,000 0 0
ITT INC COM 45073V108 25,708,800 130,000 SH SOLE 130,000 0 0
JAMES RIV GROUP HOLDINGS INC COM SHS 46990A102 20,344,214 4,623,685 SH SOLE 4,623,685 0 0
JANUS LIVING INC CL A-1 471024109 61,791,000 2,150,000 SH SOLE 2,150,000 0 0
KAYNE ANDERSON ENERGY INFRST COM 486606106 9,024,075 652,500 SH SOLE 652,500 0 0
KINDER MORGAN INC DEL COM 49456B101 142,109,847 4,445,100 SH SOLE 4,445,100 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 40,511,337 838,050 SH SOLE 838,050 0 0
KODIAK GAS SVCS INC COM 50012A108 190,141,859 2,530,838 SH SOLE 2,530,838 0 0
LEGENCE CORP CL A 52476L109 21,094,425 247,500 SH SOLE 247,500 0 0
LEGENCE CORP CL A 52476L109 10,653,750 125,000 SH Put SOLE 125,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105 16,122,000 200,000 SH SOLE 200,000 0 0
MADISON AIR SOLUTIONS CORP COM SHS CL A 55658T105 161,881,590 4,150,810 SH SOLE 4,150,810 0 0
MASTEC INC COM 576323109 35,365,100 85,000 SH SOLE 85,000 0 0
MGE ENERGY INC COM 55277P104 81,540,000 1,000,000 SH SOLE 1,000,000 0 0
MICROSOFT CORP COM 594918104 8,019,930 21,500 SH SOLE 21,500 0 0
MIDDLESEX WTR CO COM 596680108 9,934,872 176,903 SH SOLE 176,903 0 0
MODINE MFG CO COM 607828100 42,410,787 158,830 SH SOLE 158,830 0 0
NATIONAL HEALTHCARE PPTYS IN COM CLASS A 42226B501 44,426,286 3,032,511 SH SOLE 3,032,511 0 0
NETSTREIT CORP COM 64119V303 6,666,515 315,500 SH SOLE 315,500 0 0
NEXTDECADE CORP COM 65342K105 1,722,890 228,500 SH SOLE 228,500 0 0
NEXTERA ENERGY INC COM 65339F101 9,627,491 109,690 SH SOLE 109,690 0 0
NISOURCE INC COM 65473P105 203,383,665 4,277,259 SH SOLE 4,277,259 0 0
ONEOK INC NEW COM 682680103 4,347,000 50,000 SH Put SOLE 50,000 0 0
PARKER-HANNIFIN CORP COM 701094104 60,154,380 61,500 SH SOLE 61,500 0 0
PENTAIR PLC SHS G7S00T104 28,747,500 375,000 SH SOLE 375,000 0 0
PG&E CORP COM 69331C108 166,250,814 9,884,115 SH SOLE 9,884,115 0 0
PG&E CORP COM 69331C108 16,820,000 1,000,000 SH Call SOLE 1,000,000 0 0
PG&E CORP COM 69331C108 37,845,000 2,250,000 SH Call SOLE 2,250,000 0 0
PINNACLE WEST CAP CORP COM 723484101 23,278,385 217,555 SH SOLE 217,555 0 0
PPL CORP COM 69351T106 142,593,780 3,922,800 SH SOLE 3,922,800 0 0
PPL CORP COM 69351T106 9,087,500 250,000 SH Call SOLE 250,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 14,053,000 575,000 SH SOLE 575,000 0 0
PRIMORIS SVCS CORP COM 74164F103 15,809,640 159,500 SH SOLE 159,500 0 0
QUANTINUUM INC CL A COM 74768A104 4,740,920 58,000 SH SOLE 58,000 0 0
QXO INC COM NEW 82846H405 9,158,054 529,980 SH SOLE 529,980 0 0
RBC BEARINGS INC COM 75524B104 19,321,800 30,000 SH SOLE 30,000 0 0
RIOT PLATFORMS INC COM 767292105 1,875,530 68,500 SH SOLE 68,500 0 0
ROLLINS INC COM 775711104 29,218,000 700,000 SH SOLE 700,000 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 27,376,000 725,000 SH SOLE 725,000 0 0
SEAPORT THERAPEUTICS INC COMMON STOCK 81221K108 217,200 10,000 SH SOLE 10,000 0 0
SEMPRA COM 816851109 85,181,948 918,800 SH SOLE 918,800 0 0
SMARTSTOP SELF STORAG REIT I COMMON STOCK 83192D402 14,218,750 437,500 SH SOLE 437,500 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 9,591,540 108,159 SH SOLE 108,159 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 5,980,100 35,000 SH SOLE 35,000 0 0
STANDARDAERO INC COM 85423L103 27,822,282 930,200 SH SOLE 930,200 0 0
STEWART INFORMATION SVCS COR COM 860372101 7,235,792 109,600 SH SOLE 109,600 0 0
SUN CMNTYS INC COM 866674104 2,458,155 20,500 SH SOLE 20,500 0 0
SYSCO CORP COM 871829107 20,895,000 250,000 SH SOLE 250,000 0 0
TARGA RES CORP COM 87612G101 175,497,630 654,500 SH SOLE 654,500 0 0
TERAWULF INC COM 88080T104 19,488,300 789,000 SH SOLE 789,000 0 0
TRANSDIGM GROUP INC COM 893641100 7,932,298 5,955 SH SOLE 5,955 0 0
USA RARE EARTH INC COM 91733P107 24,433,308 1,132,220 SH SOLE 1,132,220 0 0
VENTURE GLOBAL INC COM CL A 92333F101 14,635,950 1,315,000 SH SOLE 1,315,000 0 0
VERADERMICS INC COMMON STOCK 922967104 1,094,166 8,900 SH SOLE 8,900 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,066,900 45,000 SH SOLE 45,000 0 0
VIPER ENERGY INC CL A 64361Q101 12,720,000 300,000 SH SOLE 300,000 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 7,276,598 50,708 SH SOLE 50,708 0 0
VORNADO RLTY TR SH BEN INT 929042109 2,161,500 55,000 SH SOLE 55,000 0 0
WASTE MGMT INC DEL COM 94106L109 50,148,000 225,000 SH SOLE 225,000 0 0
WELLTOWER INC COM 95040Q104 255,097,257 1,123,925 SH SOLE 1,123,925 0 0
WHIRLPOOL CORP 8.5 DEP SR A CNV 963320205 1,753,300 50,000 SH SOLE 50,000 0 0
WHIRLPOOL CORP COM 963320106 1,281,150 32,500 SH SOLE 32,500 0 0
XCEL ENERGY INC COM 98389B100 186,585,883 2,323,610 SH SOLE 2,323,610 0 0
X-ENERGY INC COM CL A 98386P102 22,852,215 1,244,674 SH SOLE 1,244,674 0 0
YORK WTR CO COM 987184108 43,519,230 1,419,877 SH SOLE 1,419,877 0 0