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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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
ADVANCED MICRO DEVICES INC COM 007903107   430,922 3,783 SH   SOLE   3,783 0 0
AGREE REALTY CORP COM 008492100   125,941 1,926 SH   SOLE   1,926 0 0
ALPHABET INC CLASS C COM 02079K107   594,084 4,911 SH   SOLE   4,911 0 0
AMERICAN TOWER CORP COM 03027X100   1,851,351 9,546 SH   SOLE   9,546 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   128,877 3,990 SH   SOLE   3,990 0 0
APPLE INC COM 037833100   1,077,697 5,556 SH   SOLE   5,556 0 0
BAYTEX ENERGY CORP COM 07317Q105   130,400,000 40,000,000 SH   SOLE   40,000,000 0 0
BLACKROCK INC COM 09247X101   624,099 903 SH   SOLE   903 0 0
BLOCK INC CLASS A COM 852234103   765,222 11,495 SH   SOLE   11,495 0 0
BROADCOM INC COM 11135F101   902,995 1,041 SH   SOLE   1,041 0 0
CANADIAN NATURAL RESOURCES LTD COM 136385101   99,071,216 1,760,953 SH   SOLE   1,760,953 0 0
CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108   1,821,202 22,548 SH   SOLE   22,548 0 0
CENOVUS ENERGY INC COM 15135U109   156,216,000 9,200,000 SH   SOLE   9,200,000 0 0
CHENIERE ENERGY INC COM 16411R208   1,205,472 7,912 SH   SOLE   7,912 0 0
CHORD ENERGY CORP COM 674215207   104,741,030 681,021 SH   SOLE   681,021 0 0
CME GROUP INC CLASS A COM 12572Q105   392,815 2,120 SH   SOLE   2,120 0 0
COCA-COLA COM 191216100   625,746 10,391 SH   SOLE   10,391 0 0
COINBASE GLOBAL INC CLASS A COM 19260Q107   1,599,071 22,349 SH   SOLE   22,349 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,321,890 14,439 SH   SOLE   14,439 0 0
COSTCO WHOLESALE CORP COM 22160K105   658,977 1,224 SH   SOLE   1,224 0 0
CRESCENT POINT ENERGY CORP COM 22576C101   53,840,000 8,000,000 SH   SOLE   8,000,000 0 0
CROWN CASTLE INC COM 22822V101   1,560,636 13,697 SH   SOLE   13,697 0 0
CSX CORP COM 126408103   1,274,078 37,363 SH   SOLE   37,363 0 0
CUBESMART COM 229663109   156,310 3,500 SH   SOLE   3,500 0 0
DEVON ENERGY CORP COM 25179M103   19,336,000 400,000 SH   SOLE   400,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   21,017,600 160,000 SH   SOLE   160,000 0 0
DIGITAL REALTY TRUST COM 253868103   1,306,203 11,471 SH   SOLE   11,471 0 0
ENBRIDGE INC COM S24661498   1,101,980 29,663 SH   SOLE   29,663 0 0
ENERGY TRANSFER COM 29273V100   1,135,952 89,445 SH   SOLE   89,445 0 0
EOG RESOURCES INC COM 26875P101   17,738,200 155,000 SH   SOLE   155,000 0 0
EQUINIX INC COM 29444U700   1,505,165 1,920 SH   SOLE   1,920 0 0
EXELON CORP COM 30161N101   1,127,887 27,685 SH   SOLE   27,685 0 0
EXXON MOBIL CORP COM 30231G102   601,136 5,605 SH   SOLE   5,605 0 0
FIRST INDUSTRIAL REALTY TRUST INC COM 32054K103   126,704 2,407 SH   SOLE   2,407 0 0
GAMING AND LEISURE PROPERTIES COM 36467J108   145,332 2,999 SH   SOLE   2,999 0 0
GRANITE REAL ESTATE INVESTMENT TR COM 387437114   131,371 2,227 SH   SOLE   2,227 0 0
HUT 8 MINING CORP COM 44812T102   1,346,453 408,016 SH   SOLE   408,016 0 0
IRON MOUNTAIN INC COM 46284V101   150,743 2,653 SH   SOLE   2,653 0 0
ISHARES 20 YR TR BD ETF CALL 464287902   58,675,800 570,000 SH Call SOLE   570,000 0 0
ISHARES 20 YR TR BD ETF PUT 464287952   54,558,200 530,000 SH Put SOLE   530,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,138,491 9,576 SH   SOLE   9,576 0 0
JPMORGAN CHASE COM 46625H100   628,883 4,324 SH   SOLE   4,324 0 0
LIFE STORAGE INC COM 53223X107   240,791 1,811 SH   SOLE   1,811 0 0
MASTERCARD INC CLASS A COM 57636Q104   1,147,256 2,917 SH   SOLE   2,917 0 0
MCDONALDS CORP COM 580135101   679,181 2,276 SH   SOLE   2,276 0 0
MERCK & CO INC COM 58933Y105   663,262 5,748 SH   SOLE   5,748 0 0
MICROSOFT CORP COM 594918104   2,830,909 8,313 SH   SOLE   8,313 0 0
MID AMERICA APARTMENT COMMUNITIES COM 59522J103   125,133 824 SH   SOLE   824 0 0
NEXTERA ENERGY INC COM 65339F101   1,135,631 15,305 SH   SOLE   15,305 0 0
NIKE INC CLASS B COM 654106103   556,927 5,046 SH   SOLE   5,046 0 0
NISOURCE INC COM 65473P105   1,114,294 40,742 SH   SOLE   40,742 0 0
NORTHERN OIL AND GAS INC COM 665531307   14,586,000 425,000 SH   SOLE   425,000 0 0
NVIDIA CORP COM 67066G104   1,360,009 3,215 SH   SOLE   3,215 0 0
OVINTIV INC COM 69047Q102   7,614,000 200,000 SH   SOLE   200,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103   959,978 14,386 SH   SOLE   14,386 0 0
PEMBINA PIPELINE CORP COM 706327103   1,085,277 34,519 SH   SOLE   34,519 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   14,796,000 1,350,000 SH   SOLE   1,350,000 0 0
PIONEER NATURAL RESOURCE COM 723787107   20,718,000 100,000 SH   SOLE   100,000 0 0
PLAINS GP HOLDINGS CLASS A COM 72651A207   1,264,198 85,246 SH   SOLE   85,246 0 0
PROLOGIS INC COM 74340W103   831,064 6,777 SH   SOLE   6,777 0 0
QUANTA SERVICES INC COM 74762E102   1,488,895 7,579 SH   SOLE   7,579 0 0
REALTY INCOME CORP COM 756109104   124,961 2,090 SH   SOLE   2,090 0 0
REPUBLIC SERVICES INC COM 760759100   1,339,318 8,744 SH   SOLE   8,744 0 0
ROBINHOOD MARKETS INC CLASS A COM 770700102   391,775 39,256 SH   SOLE   39,256 0 0
ROBLOX CORP CLASS A COM 771049103   377,047 9,356 SH   SOLE   9,356 0 0
S&P GLOBAL INC COM 78409V104   656,257 1,637 SH   SOLE   1,637 0 0
SBA COMMUNICATIONS COM 78410G104   1,410,723 6,087 SH   SOLE   6,087 0 0
SCHLUMBERGER NV COM 806857108   635,957 12,947 SH   SOLE   12,947 0 0
SEMPRA COM 816851109   1,067,466 7,332 SH   SOLE   7,332 0 0
SHOPIFY COM 82509L107   667,835 10,338 SH   SOLE   10,338 0 0
SIMON PROPERTY GROUP INC COM 828806109   130,954 1,134 SH   SOLE   1,134 0 0
SPDR S&P 500 ETF COM 78462F103   37,944,768 85,600 SH   SOLE   85,600 0 0
SPDR S&P 500 ETF PUT 78462F953   37,944,768 85,600 SH Put SOLE   85,600 0 0
STAG INDUSTRIAL INC COM 85254J102   147,431 4,109 SH   SOLE   4,109 0 0
TARGA RESOURCES CORP COM 87612G101   1,161,134 15,258 SH   SOLE   15,258 0 0
TERRENO REALTY CORP COM 88146M101   130,177 2,166 SH   SOLE   2,166 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   631,318 1,210 SH   SOLE   1,210 0 0
TORONTO DOMINION COM 891160509   319,650 10,167 SH   SOLE   10,167 0 0
TRANSDIGM GROUP INC COM 893641100   683,146 764 SH   SOLE   764 0 0
TRICON RESIDENTIAL INC COM 89612W102   157,452 17,872 SH   SOLE   17,872 0 0
UDR INC COM 902653104   126,517 2,945 SH   SOLE   2,945 0 0
UNITEDHEALTH GROUP INC COM 91324P102   610,893 1,271 SH   SOLE   1,271 0 0
VICI PPTYS INC COM 925652109   144,892 4,610 SH   SOLE   4,610 0 0
VIPER ENERGY PARTNERS COM 92763M105   13,415,000 500,000 SH   SOLE   500,000 0 0
VISA INC CLASS A COM 92826C839   647,608 2,727 SH   SOLE   2,727 0 0
WALMART INC COM 931142103   632,650 4,025 SH   SOLE   4,025 0 0
WASTE CONNECTIONS INC COM 94106B101   1,910,831 13,369 SH   SOLE   13,369 0 0
WELLTOWER INC COM 95040Q104   150,213 1,857 SH   SOLE   1,857 0 0
WEYERHAEUSER COM 962166104   132,398 3,951 SH   SOLE   3,951 0 0