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
ADOBE INC COM 00724F101 BBG000BB5159 18,276,348 41,100 SH   SOLE N/A 0 0 41,100
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG000C30026 4,253,900 16,000 SH   SOLE N/A 0 0 16,000
AGREE RLTY CORP COM 008492100 BBG000BC9H21 2,162,125 21,346 SH   SOLE N/A 0 0 21,346
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 BBG000B9WPQ8 8,265,553 155,000 SH   SOLE N/A 0 0 155,000
ALPHABET INC CAP STK CL A 02079K305 BBG00B4Z1SC7 23,264,970 122,900 SH   SOLE N/A 0 0 122,900
AMAZON COM INC COM 023135106 BBG000BWBBQ1 20,403,270 93,000 SH   SOLE N/A 0 0 93,000
AMERESCO INC CL A 02361E108 BBG000BD1SQ7 1,291,400 55,000 SH   SOLE N/A 0 0 55,000
AMERICAN TOWER CORP NEW COM 03027X100 BBG000BFK4T1 1,972,723 7,481 SH   SOLE N/A 0 0 7,481
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000JKVVL8 1,556,125 12,500 SH   SOLE N/A 0 0 12,500
AT&T INC COM 00206R102 BBG000BSJLV4 23,708,124 1,041,200 SH   SOLE N/A 0 0 1,041,200
ATS CORPORATION COM 00217Y104 BBG000BBH3M3 18,732,832 427,300 SH   SOLE N/A 0 0 427,300
AVALONBAY CMNTYS INC COM 053484101 BBG000BLPDS4 3,368,189 10,650 SH   SOLE N/A 0 0 10,650
BCE INC COM NEW 05534B760 BBG000BCXSG5 12,921,496 387,800 SH   SOLE N/A 0 0 387,800
BECTON DICKINSON & CO COM 075887109 BBG000BD00Y0 11,230,065 49,500 SH   SOLE N/A 0 0 49,500
BENCHMARK ELECTRS INC COM 08160H101 BBG000C4K040 6,044,359 92,600 SH   SOLE N/A 0 0 92,600
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 2,443,100 110,000 SH   SOLE N/A 0 0 110,000
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 9,137,436 102,300 SH   SOLE N/A 0 0 102,300
BRINKS CO COM 109696104 BBG000J5FJ27 5,548,611 41,600 SH   SOLE N/A 0 0 41,600
BROADCOM INC COM 11135F101 BBG00KHY5SQ7 25,270,560 109,000 SH   SOLE N/A 0 0 109,000
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BTZW1Q9 17,046,578 218,658 SH   SOLE N/A 0 0 218,658
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG000C40RH9 3,074,178 135,000 SH   SOLE N/A 0 0 135,000
CAMECO CORP COM 13321L108 BBG000H4D3H3 1,850,642 36,000 SH   SOLE N/A 0 0 36,000
CANADIAN NATL RY CO COM 136375102 BBG000NWLNW4 34,974,412 239,600 SH   SOLE N/A 0 0 239,600
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG000BCVP91 12,676,944 121,800 SH   SOLE N/A 0 0 121,800
CARETRUST REIT INC COM 14174T107 BBG006H11H60 953,027 24,505 SH   SOLE N/A 0 0 24,505
CARTERS INC COM 146229109 BBG000CTM6D0 5,539,520 71,100 SH   SOLE N/A 0 0 71,100
CASEYS GEN STORES INC COM 147528103 BBG000BF0GY0 24,605,883 62,100 SH   SOLE N/A 0 0 62,100
CBRE GROUP INC CL A 12504L109 BBG000C043Q6 1,627,885 8,624 SH   SOLE N/A 0 0 8,624
CGI INC CL A SUB VTG 12532H104 BBG000BYYDR7 21,154,160 134,500 SH   SOLE N/A 0 0 134,500
COCA COLA CONS INC COM 191098102 BBG000GM2Z49 9,166,446 5,060 SH   SOLE N/A 0 0 5,060
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRP72 3,131,940 14,000 SH   SOLE N/A 0 0 14,000
CROWN HLDGS INC COM 228368106 BBG000BF68R0 15,959,170 193,000 SH   SOLE N/A 0 0 193,000
CUBESMART COM 229663109 BBG000HF2BJ0 12,383,650 289,000 SH   SOLE N/A 0 0 289,000
DEERE & CO COM 244199105 BBG000BH1QM6 21,735,810 51,300 SH   SOLE N/A 0 0 51,300
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZSC6 4,678,956 18,352 SH   SOLE N/A 0 0 18,352
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXB36 2,866,298 160,000 SH   SOLE N/A 0 0 160,000
EDGEWELL PERS CARE CO COM 28035Q102 BBG000BRW7M2 5,323,586 110,200 SH   SOLE N/A 0 0 110,200
ELECTRONIC ARTS INC COM 285512109 BBG000BP0WH2 21,564,620 147,400 SH   SOLE N/A 0 0 147,400
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP29 2,129,080 31,000 SH   SOLE N/A 0 0 31,000
EQUIFAX INC COM 294429105 BBG000BHPNZ3 15,291,000 60,000 SH   SOLE N/A 0 0 60,000
EQUINIX INC COM 29444U700 BBG000MBDX12 4,827,434 3,561 SH   SOLE N/A 0 0 3,561
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG00QDWD9Y6 2,599,752 25,198 SH   SOLE N/A 0 0 25,198
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LGN2 1,772,694 39,417 SH   SOLE N/A 0 0 39,417
FIRST SOLAR INC COM 336433107 BBG000BFLCG6 2,467,360 14,000 SH   SOLE N/A 0 0 14,000
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDT33 1,191,000 75,000 SH   SOLE N/A 0 0 75,000
FOOT LOCKER INC COM 344849104 BBG000BX8FQ4 2,846,975 91,000 SH   SOLE N/A 0 0 91,000
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 10,672,760 37,600 SH   SOLE N/A 0 0 37,600
GRANITE REAL ESTATE INVT TR TR UNIT NEW 387437205 BBG01Q41FY30 7,708,480 110,500 SH   SOLE N/A 0 0 110,500
HA SUSTAINABLE INFRA CAP INC COM 41068X100 BBG0044K5FQ5 2,683,000 100,000 SH   SOLE N/A 0 0 100,000
HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKZ58 0 163,000 SH   DFND N/A 0 0 163,000
HELMERICH & PAYNE INC COM 423452101 BBG000BLCRT6 1,192,352 25,900 SH   SOLE N/A 0 0 25,900
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 18,288,170 116,500 SH   SOLE N/A 0 0 116,500
INFOSYS LTD SPONSORED ADR 456788108 BBG000BSGRW3 0 559,000 SH   DFND N/A 0 0 559,000
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG00JZDLWP0 5,741,560 11,000 SH   SOLE N/A 0 0 11,000
INVITATION HOMES INC COM 46187W107 BBG00FQH6C07 2,760,098 60,048 SH   SOLE N/A 0 0 60,048
IONIS PHARMACEUTICALS INC COM 462222100 BBG007FJNZY6 4,372,945 87,000 SH   SOLE N/A 0 0 87,000
ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3Q5 33,715,023 978,300 SH   SOLE N/A 0 0 978,300
ITRON INC COM 465741106 BBG000BSF0H0 3,257,400 30,000 SH   SOLE N/A 0 0 30,000
JABIL INC COM 466313103 BBG000BL3JP8 6,930,890 33,500 SH   SOLE N/A 0 0 33,500
KIMCO RLTY CORP COM 49446R109 BBG000CN3V94 589,817 17,509 SH   SOLE N/A 0 0 17,509
KLA CORP COM NEW 482480100 BBG00DJCWST6 13,862,640 22,000 SH   SOLE N/A 0 0 22,000
LAMB WESTON HLDGS INC COM 513272104 BBG00CZN9QJ7 11,180,659 167,300 SH   SOLE N/A 0 0 167,300
LOWES COS INC COM 548661107 BBG00G5CPVT5 6,416,800 26,000 SH   SOLE N/A 0 0 26,000
LULULEMON ATHLETICA INC COM 550021109 BBG000RTY9F3 12,237,120 32,000 SH   SOLE N/A 0 0 32,000
LXP INDUSTRIAL TRUST COM 529043101 BBG000BL34D4 969,348 83,031 SH   SOLE N/A 0 0 83,031
MACERICH CO COM 554382101 BBG000BL9DV8 1,142,277 39,884 SH   SOLE N/A 0 0 39,884
META PLATFORMS INC CL A 30303M102 BBG00GQ6S378 25,469,685 43,500 SH   SOLE N/A 0 0 43,500
MICROSOFT CORP COM 594918104 BBG000BPHG07 29,150,940 69,160 SH   SOLE N/A 0 0 69,160
NABORS INDUSTRIES LTD SHS G6359F137 BBG000BZTXK3 1,906,951 23,200 SH   SOLE N/A 0 0 23,200
NETFLIX INC COM 64110L106 BBG007FJP1F0 15,152,440 17,000 SH   SOLE N/A 0 0 17,000
NEXTERA ENERGY INC COM 65339F101 BBG000J8V9P0 3,297,740 46,000 SH   SOLE N/A 0 0 46,000
NEXTRACKER INC CLASS A COM 65290E101 BBG01DZ9ZJ75 1,753,440 48,000 SH   SOLE N/A 0 0 48,000
ORMAT TECHNOLOGIES INC COM 686688102 BBG00835RH19 2,607,220 38,500 SH   SOLE N/A 0 0 38,500
PATTERSON COS INC COM 703395103 BBG000BQYC69 7,844,433 176,800 SH   SOLE N/A 0 0 176,800
PERRIGO CO PLC SHS G97822103 BBG000CNGTY7 5,877,364 159,000 SH   SOLE N/A 0 0 159,000
PRECISION DRILLING CORP COM NEW 74022D407 BBG000BT0GY0 2,461,760 28,000 SH   SOLE N/A 0 0 28,000
PROLOGIS INC. COM 74340W103 BBG000B9Z339 18,270,438 162,545 SH   SOLE N/A 0 0 162,545
PUBLIC STORAGE OPER CO COM 74460D109 BBG000BPPPX2 3,569,010 8,290 SH   SOLE N/A 0 0 8,290
QUANTA SVCS INC COM 74762E102 BBG000BBLBH6 2,528,400 8,000 SH   SOLE N/A 0 0 8,000
REGENCY CTRS CORP COM 758849103 BBG000BL4H08 2,391,589 22,500 SH   SOLE N/A 0 0 22,500
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28KC4 7,608,976 229,600 SH   SOLE N/A 0 0 229,600
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 1,223,391 22,010 SH   SOLE N/A 0 0 22,010
ROSS STORES INC COM 778296103 BBG000BSC2H9 11,995,711 79,300 SH   SOLE N/A 0 0 79,300
ROYAL BK CDA COM 780087102 BBG000BCJHV8 24,010,886 138,535 SH   SOLE N/A 0 0 138,535
RYMAN HOSPITALITY PPTYS INC COM 78377T107 BBG000FQLB25 1,545,903 10,305 SH   SOLE N/A 0 0 10,305
SANMINA CORPORATION COM 801056102 BBG000BHC504 5,994,579 55,100 SH   SOLE N/A 0 0 55,100
SERVICENOW INC COM 81762P102 BBG002VH3DV7 14,841,680 14,000 SH   SOLE N/A 0 0 14,000
SHOPIFY INC CL A 82509L107 BBG008P8T6V8 36,804,957 240,571 SH   SOLE N/A 0 0 240,571
SILGAN HLDGS INC COM 827048109 BBG000BPDFV9 7,925,015 105,900 SH   SOLE N/A 0 0 105,900
SONIDA SENIOR LIVING INC COM 140475203 BBG000BW7QB9 1,934,120 58,286 SH   SOLE N/A 0 0 58,286
SUN CMNTYS INC COM 866674104 BBG000BLJXH9 1,535,332 8,684 SH   SOLE N/A 0 0 8,684
SUNCOR ENERGY INC NEW COM 867224107 BBG000BRK9W0 24,824,907 483,822 SH   SOLE N/A 0 0 483,822
SUNRUN INC COM 86771W105 BBG009R0DYV7 1,461,500 158,000 SH   SOLE N/A 0 0 158,000
SUNSTONE HOTEL INVS INC NEW COM 867892101 BBG000Q3TTW4 1,564,819 91,924 SH   SOLE N/A 0 0 91,924
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 0 67,000 SH   DFND N/A 0 0 67,000
TC ENERGY CORP COM 87807B107 BBG000BVN3L3 15,554,810 232,196 SH   SOLE N/A 0 0 232,196
TELUS CORPORATION COM 87971M103 BBG000BZYZZ6 21,304,889 1,093,119 SH   SOLE N/A 0 0 1,093,119
TETRA TECH INC NEW COM 88162G103 BBG000BYZCW2 2,589,600 65,000 SH   SOLE N/A 0 0 65,000
TORONTO DOMINION BK ONT COM NEW 891160509 BBG000BVG769 39,030,453 510,002 SH   SOLE N/A 0 0 510,002
UNION PAC CORP COM 907818108 BBG000D80V17 19,337,792 84,800 SH   SOLE N/A 0 0 84,800
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 22,966,044 45,400 SH   SOLE N/A 0 0 45,400
VICI PPTYS INC COM 925652109 BBG00HZQTQG0 2,103,404 50,085 SH   SOLE N/A 0 0 50,085
VISA INC COM CL A 92826C839 BBG00GQ6SBW2 25,915,280 82,000 SH   SOLE N/A 0 0 82,000
WALMART INC COM 931142103 BBG000HVM2F7 25,316,070 280,200 SH   SOLE N/A 0 0 280,200
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 3,387,527 18,695 SH   SOLE N/A 0 0 18,695
WESCO INTL INC COM 95082P105 BBG000D0FQ55 13,626,288 75,300 SH   SOLE N/A 0 0 75,300
XYLEM INC COM 98419M100 BBG00256TDP9 2,320,400 20,000 SH   SOLE N/A 0 0 20,000