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 5,463,000 30,000 SH   SOLE N/A 0 0 30,000
ADOBE INC COM 00724F101 BBG00BH8WZV2 19,174,800 38,000 SH   SOLE N/A 0 0 38,000
AGREE RLTY CORP COM 008492100 BBG000BC9H21 1,245,366 16,100 SH   SOLE N/A 0 0 16,100
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC3D80 1,686,695 9,662 SH   SOLE N/A 0 0 9,662
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 BBG000B9WPQ8 4,186,997 89,000 SH   SOLE N/A 0 0 89,000
ALPHABET INC CAP STK CL A 02079K305 BBG00B4YZBC0 18,549,297 122,900 SH   SOLE N/A 0 0 122,900
AMAZON COM INC COM 023135106 BBG000BVQ4Z3 9,740,520 54,000 SH   SOLE N/A 0 0 54,000
AMERESCO INC CL A 02361E108 BBG000BD1SQ7 1,737,360 72,000 SH   SOLE N/A 0 0 72,000
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 BBG01L820D37 1,498,084 75,000 SH   SOLE N/A 0 0 75,000
AMERICAN TOWER CORP NEW COM 03027X100 BBG000BFK4T1 1,203,023 4,496 SH   SOLE N/A 0 0 4,496
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG00JRY9P72 3,421,880 28,000 SH   SOLE N/A 0 0 28,000
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG00XK4JQH0 2,982,000 200,000 SH   SOLE N/A 0 0 200,000
AT&T INC COM 00206R102 BBG000BSJLV4 25,849,120 1,468,700 SH   SOLE N/A 0 0 1,468,700
AVALONBAY CMNTYS INC COM 053484101 BBG000BLPDS4 1,947,461 7,750 SH   SOLE N/A 0 0 7,750
BANK NOVA SCOTIA HALIFAX COM 064149107 BBG000C2RWG4 105,105,000 1,500,000 SH   SOLE N/A 0 0 1,500,000
BARINGS BDC INC COM 06759L103 BBG000F54HY2 7,732,753 614,000 SH   SOLE N/A 0 0 614,000
BECTON DICKINSON & CO COM 075887109 BBG000BD00Y0 12,867,400 52,000 SH   SOLE N/A 0 0 52,000
BENCHMARK ELECTRS INC COM 08160H101 BBG000C4K040 4,250,896 104,600 SH   SOLE N/A 0 0 104,600
BIOGEN INC COM 09062X103 BBG000K21XV4 8,517,385 39,500 SH   SOLE N/A 0 0 39,500
BLOOM ENERGY CORP COM CL A 093712107 BBG00LGLCP64 1,629,800 145,000 SH   SOLE N/A 0 0 145,000
BOSTON SCIENTIFIC CORP COM 101137107 BBG000F9XMB6 8,698,230 127,000 SH   SOLE N/A 0 0 127,000
BRINKS CO COM 109696104 BBG000J5FJ27 3,202,586 25,600 SH   SOLE N/A 0 0 25,600
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BTZW1Q9 15,906,850 279,558 SH   SOLE N/A 0 0 279,558
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG000C40RH9 4,554,497 195,800 SH   SOLE N/A 0 0 195,800
CAMECO CORP COM 13321L108 BBG000BXYNN1 995,953 23,000 SH   SOLE N/A 0 0 23,000
CANADIAN NAT RES LTD COM 136385101 BBG0014HPGP5 18,802,237 181,963 SH   SOLE N/A 0 0 181,963
CANADIAN NATL RY CO COM 136375102 BBG000GLP4J9 19,335,308 108,400 SH   SOLE N/A 0 0 108,400
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG000BCVP91 14,924,689 124,966 SH   SOLE N/A 0 0 124,966
CARETRUST REIT INC COM 14174T107 BBG006H11H60 1,663,458 50,405 SH   SOLE N/A 0 0 50,405
CARLISLE COS INC COM 142339100 BBG000BGGG80 4,310,350 11,000 SH   SOLE N/A 0 0 11,000
CARTERS INC COM 146229109 BBG000CTM6D0 4,254,393 37,100 SH   SOLE N/A 0 0 37,100
CASEYS GEN STORES INC COM 147528103 BBG000BF0GY0 17,514,750 55,000 SH   SOLE N/A 0 0 55,000
CGI INC CL A SUB VTG 12532H104 BBG000FWZPB6 9,982,592 66,800 SH   SOLE N/A 0 0 66,800
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 BBG00Q741Z52 475,000 250,000 SH   SOLE N/A 0 0 250,000
COCA COLA CONS INC COM 191098102 BBG000GM2Z49 5,799,815 5,060 SH   SOLE N/A 0 0 5,060
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNT3 5,268,225 28,500 SH   SOLE N/A 0 0 28,500
CROWN HLDGS INC COM 228368106 BBG000BF68R0 17,516,460 221,000 SH   SOLE N/A 0 0 221,000
CUBESMART COM 229663109 BBG000HF2BJ0 17,092,570 371,713 SH   SOLE N/A 0 0 371,713
DEERE & CO COM 244199105 BBG000BH1RC5 17,990,412 43,800 SH   SOLE N/A 0 0 43,800
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZSC6 3,384,663 17,352 SH   SOLE N/A 0 0 17,352
EDGEWELL PERS CARE CO COM 28035Q102 BBG000BRW7M2 3,882,611 74,200 SH   SOLE N/A 0 0 74,200
ELECTRONIC ARTS INC COM 285512109 BBG000BP0WH2 21,545,608 162,400 SH   SOLE N/A 0 0 162,400
ENPHASE ENERGY INC COM 29355A107 BBG002VN77C4 3,024,500 25,000 SH   SOLE N/A 0 0 25,000
EQUIFAX INC COM 294429105 BBG000BHPNZ3 3,210,240 12,000 SH   SOLE N/A 0 0 12,000
EQUINIX INC COM 29444U700 BBG000MBDK92 3,232,278 2,892 SH   SOLE N/A 0 0 2,892
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG000BG8P98 1,668,932 19,528 SH   SOLE N/A 0 0 19,528
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LGN2 1,847,064 51,161 SH   SOLE N/A 0 0 51,161
ESSEX PPTY TR INC COM 297178105 BBG000CGJP77 1,425,543 4,300 SH   SOLE N/A 0 0 4,300
EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV29R2 2,341,033 11,760 SH   SOLE N/A 0 0 11,760
FIRST SOLAR INC COM 336433107 BBG000QCY3X4 4,051,200 24,000 SH   SOLE N/A 0 0 24,000
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDT33 1,647,300 95,000 SH   SOLE N/A 0 0 95,000
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 10,276,644 41,100 SH   SOLE N/A 0 0 41,100
GILEAD SCIENCES INC COM 375558103 BBG000CKHQT4 11,427,000 156,000 SH   SOLE N/A 0 0 156,000
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 BBG000PXQR56 9,849,294 127,400 SH   SOLE N/A 0 0 127,400
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5FQ5 3,124,000 110,000 SH   SOLE N/A 0 0 110,000
HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKZ58 5,229,826 69,000 SH   DFND N/A 0 0 69,000
HELMERICH & PAYNE INC COM 423452101 BBG000JWZ161 1,475,203 25,900 SH   SOLE N/A 0 0 25,900
HUDSON PAC PPTYS INC COM 444097109 BBG000QC4VR2 705,833 80,809 SH   SOLE N/A 0 0 80,809
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 24,342,050 152,500 SH   SOLE N/A 0 0 152,500
ILLUMINA INC COM 452327109 BBG000DSQ5M9 2,883,720 21,000 SH   SOLE N/A 0 0 21,000
INFOSYS LTD SPONSORED ADR 456788108 BBG000JZ29B7 13,572,971 559,000 SH   DFND N/A 0 0 559,000
INVITATION HOMES INC COM 46187W107 BBG00FQH6BX3 2,442,402 50,648 SH   SOLE N/A 0 0 50,648
IONIS PHARMACEUTICALS INC COM 462222100 BBG000JH7N58 3,287,456 56,000 SH   SOLE N/A 0 0 56,000
ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3Q5 3,953,917 123,300 SH   SOLE N/A 0 0 123,300
ITRON INC COM 465741106 BBG000BSF0H0 4,070,880 44,000 SH   SOLE N/A 0 0 44,000
JABIL INC COM 466313103 BBG000BJNJ80 4,081,390 22,500 SH   SOLE N/A 0 0 22,500
KIMCO RLTY CORP COM 49446R109 BBG000CN3V94 902,899 34,000 SH   SOLE N/A 0 0 34,000
KITE RLTY GROUP TR COM NEW 49803T300 BBG000BC2MV5 706,496 24,064 SH   SOLE N/A 0 0 24,064
KKR REAL ESTATE FIN TR INC COM 48251K100 BBG00RNZBY64 6,171,333 453,000 SH   SOLE N/A 0 0 453,000
LOWES COS INC COM 548661107 BBG000BNDQS4 6,622,980 26,000 SH   SOLE N/A 0 0 26,000
LXP INDUSTRIAL TRUST COM 529043101 BBG000BQ87S5 871,300 71,331 SH   SOLE N/A 0 0 71,331
META PLATFORMS INC CL A 30303M102 BBG002GPKKZ7 14,081,820 29,000 SH   SOLE N/A 0 0 29,000
MICROSOFT CORP COM 594918104 BBG000HSSV64 24,469,075 58,160 SH   SOLE N/A 0 0 58,160
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 1,896,850 59,000 SH   SOLE N/A 0 0 59,000
NABORS INDUSTRIES LTD SHS G6359F137 BBG000BZTXK3 956,425 8,200 SH   SOLE N/A 0 0 8,200
NETFLIX INC COM 64110L106 BBG002S0Q880 4,251,310 7,000 SH   SOLE N/A 0 0 7,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW367 3,970,560 132,000 SH   SOLE N/A 0 0 132,000
ORMAT TECHNOLOGIES INC COM 686688102 BBG00835RH19 3,044,740 46,000 SH   SOLE N/A 0 0 46,000
PARK HOTELS & RESORTS INC COM 700517105 BBG00FGXCK17 1,563,207 66,000 SH   SOLE N/A 0 0 66,000
PATTERSON COS INC COM 703395103 BBG000BQYC69 3,886,649 103,800 SH   SOLE N/A 0 0 103,800
PERRIGO CO PLC SHS G97822103 BBG000CNGTY7 3,923,253 90,000 SH   SOLE N/A 0 0 90,000
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 BBG00ST5DTJ7 963,080 54,000 SH   SOLE N/A 0 0 54,000
PRECISION DRILLING CORP COM NEW 74022D407 BBG000BT0GY0 1,458,080 16,000 SH   SOLE N/A 0 0 16,000
PROLOGIS INC. COM 74340W103 BBG000B9Z339 23,111,040 167,413 SH   SOLE N/A 0 0 167,413
QUANTA SVCS INC COM 74762E102 BBG000FDBZH6 1,039,200 4,000 SH   SOLE N/A 0 0 4,000
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28KC4 4,633,114 152,600 SH   SOLE N/A 0 0 152,600
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 1,533,297 22,510 SH   SOLE N/A 0 0 22,510
ROSS STORES INC COM 778296103 BBG004PYG699 11,638,068 79,300 SH   SOLE N/A 0 0 79,300
ROYAL BK CDA COM 780087102 BBG000BCJHV8 27,178,500 198,935 SH   SOLE N/A 0 0 198,935
SANMINA CORPORATION COM 801056102 BBG000BHC504 4,555,445 54,100 SH   SOLE N/A 0 0 54,100
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG000D2MBW6 1,056,439 3,600 SH   SOLE N/A 0 0 3,600
SERVICENOW INC COM 81762P102 BBG002VH3DV7 8,386,400 11,000 SH   SOLE N/A 0 0 11,000
SHELL PLC SPON ADS 780259305 BBG0147BN6T8 23,933,280 357,000 SH   SOLE N/A 0 0 357,000
SILGAN HLDGS INC COM 827048109 BBG000BPDFV9 5,122,700 77,900 SH   SOLE N/A 0 0 77,900
STANTEC INC COM 85472N109 BBG000BNHSV2 7,477,915 66,494 SH   SOLE N/A 0 0 66,494
STEM INC COM 85859N102 BBG00XP8NQT8 876,000 400,000 SH   SOLE N/A 0 0 400,000
SUN CMNTYS INC COM 866674104 BBG000BLJXH9 12,679,797 95,184 SH   SOLE N/A 0 0 95,184
SUNCOR ENERGY INC NEW COM 867224107 BBG000BRK9W0 30,579,983 611,722 SH   SOLE N/A 0 0 611,722
SUNRUN INC COM 86771W105 BBG00YMWB258 2,372,400 180,000 SH   SOLE N/A 0 0 180,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 18,055,413 98,000 SH   DFND N/A 0 0 98,000
TC ENERGY CORP COM 87807B107 BBG000BVN3L3 30,845,486 566,596 SH   SOLE N/A 0 0 566,596
TECK RESOURCES LTD CL B 878742204 BBG000BSJXH4 5,133,600 82,800 SH   SOLE N/A 0 0 82,800
TELUS CORPORATION COM 87971M103 BBG000BZYZZ6 16,942,018 781,819 SH   SOLE N/A 0 0 781,819
TORONTO DOMINION BK ONT COM NEW 891160509 BBG000BVG769 27,958,664 342,002 SH   SOLE N/A 0 0 342,002
UNION PAC CORP COM 907818108 BBG000BW3413 20,117,074 81,800 SH   SOLE N/A 0 0 81,800
UNITEDHEALTH GROUP INC COM 91324P102 BBG003LQM4W4 13,802,130 27,900 SH   SOLE N/A 0 0 27,900
VICI PPTYS INC COM 925652109 BBG00HZQTQG0 2,371,482 58,785 SH   SOLE N/A 0 0 58,785
VISA INC COM CL A 92826C839 BBG000VK3SW0 26,791,680 96,000 SH   SOLE N/A 0 0 96,000
WALMART INC COM 931142103 BBG000BWXCP6 16,859,634 280,200 SH   SOLE N/A 0 0 280,200
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 2,239,062 17,695 SH   SOLE N/A 0 0 17,695
WESCO INTL INC COM 95082P105 BBG000D0FQ55 17,436,304 101,800 SH   SOLE N/A 0 0 101,800
WEST FRASER TIMBER CO LTD COM 952845105 BBG000D6PG44 4,877,232 41,700 SH   SOLE N/A 0 0 41,700
XYLEM INC COM 98419M100 BBG00256TDP9 3,489,480 27,000 SH   SOLE N/A 0 0 27,000