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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADT Inc Common Stock 00090Q103 56,162 7,082,238 SH   DFND   7,082,238 0 0
American Tower Corp REIT 03027X100 32,715 142,349 SH   DFND   142,349 0 0
American Water Works Co Inc Common Stock 030420103 45,788 372,712 SH   DFND   372,712 0 0
Annaly Capital Management Inc REIT 035710409 3,790 402,317 SH   DFND   402,317 0 0
Apollo Global Management Inc Common Stock 03768E105 28,152 590,068 SH   DFND   590,068 0 0
Ares Capital Corp Common Stock 04010L103 22,781 1,221,481 SH   DFND   1,221,481 0 0
Ares Management Corp Common Stock 03990B101 19,733 552,910 SH   DFND   552,910 0 0
At Home Group Inc Common Stock 04650Y100 4,923 895,087 SH   DFND   895,087 0 0
Atmos Energy Corp Common Stock 049560105 55,842 499,216 SH   DFND   499,216 0 0
Bain Capital Specialty Finance Common Stock 05684B107 433 21,895 SH   DFND   21,895 0 0
Blackstone Group Inc/The Common Stock 09260D107 31,320 559,877 SH   DFND   559,877 0 0
Bloom Energy Corp Common Stock 093712107 6,722 899,926 SH   DFND   899,926 0 0
Brookfield Business Partners L Ltd Part G16234109 7,682 185,601 SH   DFND   185,601 0 0
Canadian National Railway Co Common Stock 136375102 52,975 585,455 SH   DFND   585,455 0 0
Cardlytics Inc Common Stock 14161W105 277 4,405 SH   DFND   4,405 0 0
Ceridian HCM Holding Inc Common Stock 15677J108 2,748 40,483 SH   DFND   40,483 0 0
Ceridian HCM Holding Inc Common Stock 15677J108 2,748 40,483 SH   DFND   40,483 0 0
Cia de Saneamento Basico do Es ADR 20441A102 491 32,600 SH   DFND   32,600 0 0
Clarivate Analytics PLC Common Stock G21810109 65,819 3,917,772 SH   DFND   3,917,772 0 0
CMS Energy Corp Common Stock 125896100 27,804 442,455 SH   DFND   442,455 0 0
CrowdStrike Holdings Inc. Common Stock 22788C105 6,915 137,363 SH   DFND   137,363 0 0
Crown Castle International Cor REIT 22822V101 61,022 429,279 SH   DFND   429,279 0 0
Datadog Inc Common Stock 23804L103 2,437 64,516 SH   DFND   64,516 0 0
Edison International Common Stock 281020107 12,104 160,515 SH   DFND   160,515 0 0
Elastic NV Common Stock N14506104 2,760 42,919 SH   DFND   42,919 0 0
Enbridge Inc Common Stock 29250N105 43,126 1,084,395 SH   DFND   1,084,395 0 0
Energy Transfer LP MLP 29273V100 1,719 133,998 SH   DFND   133,998 0 0
Enterprise Products Partners L MLP 293792107 2,541 90,220 SH   DFND   90,220 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 14,165 747,519 SH   DFND   747,519 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 288 15,185 SH   DFND   15,185 0 0
Fortis Inc/Canada Common Stock 349553107 36,519 879,911 SH   DFND   879,911 0 0
Highwoods Properties Inc REIT 431284108 928 18,979 SH   DFND   18,979 0 0
Kinder Morgan Inc/DE Common Stock 49456B101 10,589 500,208 SH   DFND   500,208 0 0
KKR & Co Inc Common Stock 48251W104 33,826 1,159,605 SH   DFND   1,159,605 0 0
Lyft Inc Common Stock 55087P104 807 18,750 SH   DFND   18,750 0 0
Macquarie Infrastructure Corp Common Stock 55608B105 378 8,827 SH   DFND   8,827 0 0
Magellan Midstream Partners LP MLP 559080106 699 11,114 SH   DFND   11,114 0 0
Mid-America Apartment Communit REIT 59522J103 4,799 36,391 SH   DFND   36,391 0 0
New Mountain Finance Corp Common Stock 647551100 14,250 1,037,116 SH   DFND   1,037,116 0 0
Nutanix Inc Common Stock 67059N108 629 20,109 SH   DFND   20,109 0 0
Oaktree Specialty Lending Corp Common Stock 67401P108 4,611 844,574 SH   DFND   844,574 0 0
ONEOK Inc Common Stock 682680103 507 6,700 SH   DFND   6,700 0 0
Plains All American Pipeline L MLP 726503105 516 28,078 SH   DFND   28,078 0 0
Pure Storage, Inc. Common Stock 74624M102 274 15,981 SH   DFND   15,981 0 0
Republic Services Inc Common Stock 760759100 53,929 601,688 SH   DFND   601,688 0 0
Solar Capital Ltd Common Stock 83413U100 18,402 892,438 SH   DFND   892,438 0 0
Spotify Technology SA Common Stock L8681T102 3,707 24,789 SH   DFND   24,789 0 0
STAG Industrial Inc REIT 85254J102 3,149 99,747 SH   DFND   99,747 0 0
TC Energy Corp Common Stock 87807B107 38,681 726,095 SH   DFND   726,095 0 0
Uber Technologies Inc Common Stock 90353T100 8,745 294,057 SH   DFND   294,057 0 0
Union Pacific Corp Common Stock 907818108 31,156 172,334 SH   DFND   172,334 0 0
Williams Cos Inc/The Common Stock 969457100 36,842 1,553,220 SH   DFND   1,553,220 0 0