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
ABBVIE INC COM 00287Y109 BBG003P7K0B5 8,943,600 60,000 SH   SOLE N/A 0 0 60,000
ADOBE INC COM 00724F101 BBG000BB5BP5 10,198,000 20,000 SH   SOLE N/A 0 0 20,000
AGREE RLTY CORP COM 008492100 BBG000BC9H21 1,904,454 25,500 SH   SOLE N/A 0 0 25,500
AIR PRODS & CHEMS INC COM 009158106 BBG000H0CZV5 11,336,000 40,000 SH   SOLE N/A 0 0 40,000
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC3621 1,375,276 10,162 SH   SOLE N/A 0 0 10,162
ALPHABET INC CAP STK CL A 02079K305 BBG00GQ6RYQ0 17,940,906 137,100 SH   SOLE N/A 0 0 137,100
AMERESCO INC CL A 02361E108 BBG000BD1SQ7 2,236,480 58,000 SH   SOLE N/A 0 0 58,000
AMERICAN TOWER CORP NEW COM 03027X100 BBG000BFK4T1 1,977,905 8,896 SH   SOLE N/A 0 0 8,896
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG00JRY9P72 4,210,220 34,000 SH   SOLE N/A 0 0 34,000
AMERICOLD REALTY TRUST INC COM 03064D108 BBG000QF08N4 1,813,100 44,099 SH   SOLE N/A 0 0 44,099
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG00XK4JQH0 2,440,900 110,000 SH   SOLE N/A 0 0 110,000
AT&T INC COM 00206R102 BBG000BSJLV4 22,059,874 1,468,700 SH   SOLE N/A 0 0 1,468,700
AVALONBAY CMNTYS INC COM 053484101 BBG000BLPDS4 2,043,294 8,800 SH   SOLE N/A 0 0 8,800
BALLARD PWR SYS INC NEW COM 058586108 BBG000BBJBD3 1,571,746 425,000 SH   SOLE N/A 0 0 425,000
BARINGS BDC INC COM 06759L103 BBG000F54HY2 7,396,440 614,000 SH   SOLE N/A 0 0 614,000
BEAM GLOBAL COM 07373B109 BBG000BBJNN6 590,400 80,000 SH   SOLE N/A 0 0 80,000
BENCHMARK ELECTRS INC COM 08160H101 BBG000C4K040 2,676,441 81,600 SH   SOLE N/A 0 0 81,600
BIOGEN INC COM 09062X103 BBG000C18861 5,654,220 22,000 SH   SOLE N/A 0 0 22,000
BLACKROCK INC COM 09247X101 BBG00259Q6C5 6,723,496 10,400 SH   SOLE N/A 0 0 10,400
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 2,652,000 200,000 SH   SOLE N/A 0 0 200,000
BOSTON SCIENTIFIC CORP COM 101137107 BBG000F9XNC3 11,352,000 215,000 SH   SOLE N/A 0 0 215,000
BRINKS CO COM 109696104 BBG000J5FJ27 2,514,158 25,600 SH   SOLE N/A 0 0 25,600
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BTZW1Q9 18,410,637 406,775 SH   SOLE N/A 0 0 406,775
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG000DJKF89 3,928,846 180,000 SH   SOLE N/A 0 0 180,000
CAMDEN PPTY TR SH BEN INT 133131102 BBG000BB0XQ1 4,729,000 50,000 SH   SOLE N/A 0 0 50,000
CANADIAN NAT RES LTD COM 136385101 BBG000HW5K64 29,997,360 341,500 SH   SOLE N/A 0 0 341,500
CANADIAN NATL RY CO COM 136375102 BBG000NWLNW4 17,327,202 117,800 SH   SOLE N/A 0 0 117,800
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG000DMM5P3 31,428,848 311,300 SH   SOLE N/A 0 0 311,300
CARLISLE COS INC COM 142339100 BBG000BGGG80 2,851,860 11,000 SH   SOLE N/A 0 0 11,000
CARTERS INC COM 146229109 BBG000CTM6D0 1,785,674 19,100 SH   SOLE N/A 0 0 19,100
CGI INC CL A SUB VTG 12532H104 BBG000FWZPB6 8,943,184 66,800 SH   SOLE N/A 0 0 66,800
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 BBG00Q741Z52 1,888,600 380,000 SH   SOLE N/A 0 0 380,000
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 12,546,576 75,600 SH   SOLE N/A 0 0 75,600
COCA COLA CONS INC COM 191098102 BBG000BG2259 4,353,141 5,060 SH   SOLE N/A 0 0 5,060
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRP72 4,363,200 40,000 SH   SOLE N/A 0 0 40,000
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6HLL1 6,214,560 11,000 SH   SOLE N/A 0 0 11,000
CROWN HLDGS INC COM 228368106 BBG000BF68R0 16,811,200 190,000 SH   SOLE N/A 0 0 190,000
CUBESMART COM 229663109 BBG000HF2BJ0 12,277,829 317,313 SH   SOLE N/A 0 0 317,313
DEERE & CO COM 244199105 BBG00L3F0FP5 14,642,344 38,800 SH   SOLE N/A 0 0 38,800
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZSC6 3,237,039 19,784 SH   SOLE N/A 0 0 19,784
EDGEWELL PERS CARE CO COM 28035Q102 BBG000BRW7M2 2,708,370 54,200 SH   SOLE N/A 0 0 54,200
ELECTRONIC ARTS INC COM 285512109 BBG000K1X3S1 19,552,960 162,400 SH   SOLE N/A 0 0 162,400
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 3,724,650 31,000 SH   SOLE N/A 0 0 31,000
EQUINIX INC COM 29444U700 BBG000MBDX12 2,731,656 2,782 SH   SOLE N/A 0 0 2,782
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG000BG8P98 2,383,500 30,028 SH   SOLE N/A 0 0 30,028
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LGN2 1,803,199 61,661 SH   SOLE N/A 0 0 61,661
EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV29R2 2,557,693 15,560 SH   SOLE N/A 0 0 15,560
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDT33 2,643,850 115,000 SH   SOLE N/A 0 0 115,000
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 9,367,923 41,100 SH   SOLE N/A 0 0 41,100
GILEAD SCIENCES INC COM 375558103 BBG000CKHQT4 14,313,540 191,000 SH   SOLE N/A 0 0 191,000
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 BBG000PY5Y89 8,462,192 117,400 SH   SOLE N/A 0 0 117,400
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5FQ5 3,710,000 175,000 SH   SOLE N/A 0 0 175,000
HEALTHCARE RLTY TR CL A COM 42226K105 BBG002ZSJC99 1,365,773 66,155 SH   SOLE N/A 0 0 66,155
HELMERICH & PAYNE INC COM 423452101 BBG00DJCWF05 1,476,308 25,900 SH   SOLE N/A 0 0 25,900
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 16,177,200 152,500 SH   SOLE N/A 0 0 152,500
INFOSYS LTD SPONSORED ADR 456788108 BBG000JZ29B7 4,672,809 202,000 SH   DFND N/A 0 0 202,000
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG00M4FN1Y8 9,312,022 136,600 SH   SOLE N/A 0 0 136,600
INVITATION HOMES INC COM 46187W107 BBG00FQH6BX3 2,012,553 46,973 SH   SOLE N/A 0 0 46,973
IONIS PHARMACEUTICALS INC COM 462222100 BBG000JH7N58 1,839,802 30,000 SH   SOLE N/A 0 0 30,000
ITRON INC COM 465741106 BBG000BSF0H0 3,271,320 54,000 SH   SOLE N/A 0 0 54,000
JABIL INC COM 466313103 BBG000BJNJ80 3,859,994 22,500 SH   SOLE N/A 0 0 22,500
KITE RLTY GROUP TR COM NEW 49803T300 BBG000QSWTY3 2,049,314 70,764 SH   SOLE N/A 0 0 70,764
KKR REAL ESTATE FIN TR INC COM 48251K100 BBG00GD4L1L2 7,269,853 453,000 SH   SOLE N/A 0 0 453,000
LOWES COS INC COM 548661107 BBG000BNDQS4 5,403,840 26,000 SH   SOLE N/A 0 0 26,000
MAGNA INTL INC COM 559222401 BBG000F1Q5G3 8,407,245 115,500 SH   SOLE N/A 0 0 115,500
MICROSOFT CORP COM 594918104 BBG000DMWN19 18,364,020 58,160 SH   SOLE N/A 0 0 58,160
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 1,454,250 35,000 SH   SOLE N/A 0 0 35,000
NABORS INDUSTRIES LTD SHS G6359F137 BBG000BZTXK3 1,365,179 8,200 SH   SOLE N/A 0 0 8,200
NETFLIX INC COM 64110L106 BBG000CLD9D1 2,643,200 7,000 SH   SOLE N/A 0 0 7,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW330 3,059,100 103,000 SH   SOLE N/A 0 0 103,000
NUVEI CORPORATION SUB VTG SHS 67079A102 BBG00X2VHVX3 4,214,553 206,900 SH   SOLE N/A 0 0 206,900
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BNDGF0 16,053,576 80,300 SH   SOLE N/A 0 0 80,300
ORMAT TECHNOLOGIES INC COM 686688102 BBG00835RH19 3,286,240 47,000 SH   SOLE N/A 0 0 47,000
PATTERSON COS INC COM 703395103 BBG000BQYC69 4,159,606 103,800 SH   SOLE N/A 0 0 103,800
PERRIGO CO PLC SHS G97822103 BBG000CNGTY7 1,468,678 34,000 SH   SOLE N/A 0 0 34,000
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 BBG00ST5DTJ7 867,335 54,000 SH   SOLE N/A 0 0 54,000
PLUG POWER INC COM NEW 72919P202 BBG000BCDLH1 1,634,000 215,000 SH   SOLE N/A 0 0 215,000
PRECISION DRILLING CORP COM NEW 74022D407 BBG000BT0GY0 1,456,160 16,000 SH   SOLE N/A 0 0 16,000
PROLOGIS INC. COM 74340W103 BBG000B9Z339 18,962,043 155,452 SH   SOLE N/A 0 0 155,452
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28KC4 1,572,214 73,600 SH   SOLE N/A 0 0 73,600
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 1,828,895 27,411 SH   SOLE N/A 0 0 27,411
ROSS STORES INC COM 778296103 BBG000BSC2H9 19,348,335 171,300 SH   SOLE N/A 0 0 171,300
ROYAL BK CDA COM 780087102 BBG000BCJHV8 29,721,293 250,390 SH   SOLE N/A 0 0 250,390
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 11,437,333 31,300 SH   SOLE N/A 0 0 31,300
SANMINA CORPORATION COM 801056102 BBG000BHC504 2,869,415 39,100 SH   SOLE N/A 0 0 39,100
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 9,028,555 136,900 SH   SOLE N/A 0 0 136,900
SHELL PLC SPON ADS 780259305 BBG0147BN6T8 22,661,760 352,000 SH   SOLE N/A 0 0 352,000
SILGAN HLDGS INC COM 827048109 BBG000BPDFV9 3,666,109 62,900 SH   SOLE N/A 0 0 62,900
STANTEC INC COM 85472N109 BBG000BNHSV2 7,587,993 86,100 SH   SOLE N/A 0 0 86,100
STEM INC COM 85859N102 BBG00XP8NQT8 2,077,600 490,000 SH   SOLE N/A 0 0 490,000
SUN CMNTYS INC COM 866674104 BBG000BLJXH9 8,985,789 71,784 SH   SOLE N/A 0 0 71,784
SUNCOR ENERGY INC NEW COM 867224107 BBG000BC1N80 37,433,394 801,400 SH   SOLE N/A 0 0 801,400
SUNRUN INC COM 86771W105 BBG009HT4X01 2,763,200 220,000 SH   SOLE N/A 0 0 220,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 14,216,145 121,000 SH   DFND N/A 0 0 121,000
TC ENERGY CORP COM 87807B107 BBG000BVN3L3 31,028,052 664,270 SH   SOLE N/A 0 0 664,270
TECK RESOURCES LTD CL B 878742204 BBG000BCS9X4 4,840,488 82,800 SH   SOLE N/A 0 0 82,800
TELUS CORPORATION COM 87971M103 BBG002J1HP17 20,327,970 916,500 SH   SOLE N/A 0 0 916,500
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG006BB8K60 9,364,145 18,500 SH   SOLE N/A 0 0 18,500
TORONTO DOMINION BK ONT COM NEW 891160509 BBG000BXBKG0 33,362,091 407,700 SH   SOLE N/A 0 0 407,700
TPI COMPOSITES INC COM 87266J104 BBG00D3JRC73 742,000 280,000 SH   SOLE N/A 0 0 280,000
UNION PAC CORP COM 907818108 BBG000BW3413 18,489,604 90,800 SH   SOLE N/A 0 0 90,800
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 14,066,901 27,900 SH   SOLE N/A 0 0 27,900
VENTAS INC COM 92276F100 BBG000FRVM00 2,061,943 36,200 SH   SOLE N/A 0 0 36,200
VICI PPTYS INC COM 925652109 BBG00HZQTQG0 2,407,214 61,185 SH   SOLE N/A 0 0 61,185
VISA INC COM CL A 92826C839 BBG000PSL701 24,381,060 106,000 SH   SOLE N/A 0 0 106,000
WALMART INC COM 931142103 BBG000BWXCP6 22,134,312 138,400 SH   SOLE N/A 0 0 138,400
WASTE MGMT INC DEL COM 94106L109 BBG000DPL096 4,496,980 29,500 SH   SOLE N/A 0 0 29,500
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 1,993,051 17,995 SH   SOLE N/A 0 0 17,995
WESCO INTL INC COM 95082P105 BBG000D0FQ55 12,483,576 86,800 SH   SOLE N/A 0 0 86,800
XYLEM INC COM 98419M100 BBG00256TDP9 4,278,410 47,000 SH   SOLE N/A 0 0 47,000