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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   646,118 1,083 SH   SOLE   1,083 0 0
ADVANCED MICRO DEVICES INC COM 007903107   557,652 3,783 SH   SOLE   3,783 0 0
AGREE REALTY CORP COM 008492100   121,242 1,926 SH   SOLE   1,926 0 0
ALEXANDRIA REAL ESTATE EQUITIES COM 015271109   137,926 1,088 SH   SOLE   1,088 0 0
ALPHABET INC CLASS C COM 02079K107   874,753 6,207 SH   SOLE   6,207 0 0
AMAZON INC COM 023135106   1,107,035 7,286 SH   SOLE   7,286 0 0
AMERICAN HOMES 4 RENT CLASS A COM 02665T306   108,779 3,025 SH   SOLE   3,025 0 0
AMERICAN TOWER CORP COM 03027X100   2,102,024 9,737 SH   SOLE   9,737 0 0
APPLE INC COM 037833100   1,069,119 5,553 SH   SOLE   5,553 0 0
AVALONBAY COMMUNITIES INC COM 053484101   121,880 651 SH   SOLE   651 0 0
BAYTEX ENERGY CORP COM 07317Q105   132,800,000 40,000,000 SH   SOLE   40,000,000 0 0
BLOCK INC CLASS A COM 852234103   1,059,308 13,695 SH   SOLE   13,695 0 0
BROADCOM INC COM 11135F101   834,955 748 SH   SOLE   748 0 0
CANADIAN NATURAL RESOURCES LTD COM 136385101   717,641 10,953 SH   SOLE   10,953 0 0
CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108   1,724,220 21,809 SH   SOLE   21,809 0 0
CARETRUST INC COM 14174T107   116,197 5,192 SH   SOLE   5,192 0 0
CENOVUS ENERGY INC COM 15135U109   153,180,000 9,200,000 SH   SOLE   9,200,000 0 0
CHENIERE ENERGY INC COM 16411R208   1,184,386 6,938 SH   SOLE   6,938 0 0
CHORD ENERGY CORP COM 674215207   16,623,000 100,000 SH   SOLE   100,000 0 0
CME GROUP INC CLASS A COM 12572Q105   446,472 2,120 SH   SOLE   2,120 0 0
COINBASE GLOBAL INC CLASS A COM 19260Q107   2,801,851 16,110 SH   SOLE   16,110 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,307,882 11,189 SH   SOLE   11,189 0 0
COSTCO WHOLESALE CORP COM 22160K105   807,938 1,224 SH   SOLE   1,224 0 0
CRESCENT POINT ENERGY CORP COM 22576C101   131,670,000 19,000,000 SH   SOLE   19,000,000 0 0
CSX CORP COM 126408103   1,102,679 31,805 SH   SOLE   31,805 0 0
DIAMONDBACK ENERGY INC COM 25278X109   13,181,800 85,000 SH   SOLE   85,000 0 0
DIGITAL REALTY TRUST INC COM 253868103   153,421 1,140 SH   SOLE   1,140 0 0
ENBRIDGE INC COM 29250N105   9,725,400 270,000 SH   SOLE   270,000 0 0
ENERGY TRANSFER COM 29273V100   1,051,767 76,215 SH   SOLE   76,215 0 0
EQUINIX INC COM 29444U700   1,625,277 2,018 SH   SOLE   2,018 0 0
EXXON MOBIL CORP COM 30231G102   643,271 6,434 SH   SOLE   6,434 0 0
FIRST SOLAR INC COM 336433107   1,055,215 6,125 SH   SOLE   6,125 0 0
GAMING AND LEISURE PROPERTIES COM 36467J108   126,435 2,562 SH   SOLE   2,562 0 0
GRANITE REAL ESTATE INVESTMENT TR COM 387437114   128,520 2,227 SH   SOLE   2,227 0 0
HOST HOTELS & RESORTS INC COM 44107P104   117,190 6,019 SH   SOLE   6,019 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   677,982 5,279 SH   SOLE   5,279 0 0
INVITATION HOMES INC COM 46187W107   108,606 3,184 SH   SOLE   3,184 0 0
IRON MOUNTAIN INC COM 46284V101   117,147 1,674 SH   SOLE   1,674 0 0
ISHARES 20 YR TR BD ETF CALL 464287902   85,333,440 863,000 SH Call SOLE   863,000 0 0
ISHARES 20 YR TR BD ETF PUT 464287952   100,847,712 1,019,900 SH Put SOLE   1,019,900 0 0
MARATHON DIGITAL HOLDINGS INC COM 565788106   793,492 33,780 SH   SOLE   33,780 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106   1,113,068 2,231 SH   SOLE   2,231 0 0
MASTERCARD INC CLASS A COM 57636Q104   1,307,680 3,066 SH   SOLE   3,066 0 0
MCDONALDS CORP COM 580135101   704,508 2,376 SH   SOLE   2,376 0 0
MICROSOFT CORP COM 594918104   3,044,044 8,095 SH   SOLE   8,095 0 0
NEXTERA ENERGY INC COM 65339F101   1,236,788 20,362 SH   SOLE   20,362 0 0
NIKE INC CLASS B COM 654106103   547,844 5,046 SH   SOLE   5,046 0 0
NISOURCE INC COM 65473P105   1,032,822 38,901 SH   SOLE   38,901 0 0
NORTHERN OIL AND GAS INC COM 665531307   16,681,500 450,000 SH   SOLE   450,000 0 0
NVIDIA CORP COM 67066G104   1,094,436 2,210 SH   SOLE   2,210 0 0
ORACLE CORP COM 68389X105   663,155 6,290 SH   SOLE   6,290 0 0
PAYPAL HOLDINGS INC COM 70450Y103   1,027,758 16,736 SH   SOLE   16,736 0 0
PEMBINA PIPELINE CORP COM 706327103   1,060,205 30,802 SH   SOLE   30,802 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   16,320,000 1,200,000 SH   SOLE   1,200,000 0 0
PPL CORP COM 69351T106   1,094,569 40,390 SH   SOLE   40,390 0 0
PRECISION DRILLING CORP COM 74022D407   74,648,750 1,375,000 SH   SOLE   1,375,000 0 0
PROLOGIS INC COM 74340W103   253,937 1,905 SH   SOLE   1,905 0 0
QUANTA SERVICES INC COM 74762E102   2,164,690 10,031 SH   SOLE   10,031 0 0
REALTY INCOME CORP COM 756109104   120,008 2,090 SH   SOLE   2,090 0 0
REXFORD INDUSTRIAL REALTY INC COM 76169C100   114,388 2,039 SH   SOLE   2,039 0 0
ROBLOX CORP CLASS A COM 771049103   427,756 9,356 SH   SOLE   9,356 0 0
S&P GLOBAL INC COM 78409V104   782,804 1,777 SH   SOLE   1,777 0 0
SBA COMMUNICATIONS COM 78410G104   1,405,950 5,542 SH   SOLE   5,542 0 0
SEMPRA COM 816851109   1,095,841 14,664 SH   SOLE   14,664 0 0
SHOPIFY INC CLA COM 82509L107   805,330 10,338 SH   SOLE   10,338 0 0
SIMON PROPERTY GROUP INC COM 828806109   124,525 873 SH   SOLE   873 0 0
SPDR S&P 500 ETF COM 78462F103   36,836,525 77,500 SH   SOLE   77,500 0 0
SPDR S&P 500 ETF PUT 78462F953   35,410,595 74,500 SH Put SOLE   74,500 0 0
STAG INDUSTRIAL INC COM 85254J102   114,993 2,929 SH   SOLE   2,929 0 0
SUNCOR ENERGY INC COM 867224107   32,040,000 1,000,000 SH   SOLE   1,000,000 0 0
T MOBILE US INC COM 872590104   669,698 4,177 SH   SOLE   4,177 0 0
TARGA RESOURCES CORP COM 87612G101   1,042,266 11,998 SH   SOLE   11,998 0 0
TERRENO REALTY CORP COM 88146M101   113,683 1,814 SH   SOLE   1,814 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   704,358 1,327 SH   SOLE   1,327 0 0
TJX INC COM 872540109   682,749 7,278 SH   SOLE   7,278 0 0
TORONTO DOMINION COM 891160509   682,193 10,557 SH   SOLE   10,557 0 0
TRANSDIGM GROUP INC COM 893641100   772,862 764 SH   SOLE   764 0 0
TRICON RESIDENTIAL INC COM 89612W102   119,447 13,126 SH   SOLE   13,126 0 0
UNION PACIFIC CORP COM 907818108   1,572,705 6,403 SH   SOLE   6,403 0 0
UNITEDHEALTH GROUP INC COM 91324P102   669,143 1,271 SH   SOLE   1,271 0 0
VICI PPTYS INC COM 925652109   130,995 4,109 SH   SOLE   4,109 0 0
VIPER ENERGY INC CLASS A COM 927959106   20,397,000 650,000 SH   SOLE   650,000 0 0
VISA INC CLASS A COM 92826C839   754,755 2,899 SH   SOLE   2,899 0 0
WALMART INC COM 931142103   665,283 4,220 SH   SOLE   4,220 0 0
WASTE CONNECTIONS INC COM 94106B101   1,888,863 12,654 SH   SOLE   12,654 0 0
WELLTOWER INC COM 95040Q104   163,749 1,816 SH   SOLE   1,816 0 0
WEYERHAEUSER COM 962166104   115,297 3,316 SH   SOLE   3,316 0 0
WILLIAMS INC COM 969457100   988,928 28,393 SH   SOLE   28,393 0 0
ZOETIS INC CLASS A COM 98978V103   720,401 3,650 SH   SOLE   3,650 0 0