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
AGCO Corp COM 001084102 BBG000DCCZW2 640,438 5,275 SH   SOLE   5,275 0 0
Ameren Corp COM 023608102 BBG000B9X8C0 7,947,923 109,869 SH   SOLE   109,869 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 16,014,626 74,183 SH   SOLE   74,183 0 0
American Water Works Co Inc COM 030420103 BBG000TRJ294 3,906,244 29,595 SH   SOLE   29,595 0 0
APA Corp COM 03743Q108 BBG00YTS96G2 1,506,960 42,000 SH   SOLE   42,000 0 0
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 2,268,801 13,138 SH   SOLE   13,138 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 3,258,080 20,363 SH   SOLE   20,363 0 0
Bank OZK COM 06417N103 BBG000QFJJW0 1,508,753 30,278 SH   SOLE   30,278 0 0
CCC Intelligent Solutions Hold COM 12510Q100 BBG00WNSJM49 184,142 16,167 SH   SOLE   16,167 0 0
CenterPoint Energy Inc COM 15189T107 BBG000FDBX90 5,265,222 184,292 SH   SOLE   184,292 0 0
Chemed Corp COM 16359R103 BBG000C19QW1 557,852 954 SH   SOLE   954 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 12,142,773 71,131 SH   SOLE   71,131 0 0
Crown Castle Inc COM 22822V101 BBG000FV1Z23 5,723,330 49,686 SH   SOLE   49,686 0 0
Eagle Materials Inc COM 26969P108 BBG000BJW241 1,880,530 9,271 SH   SOLE   9,271 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 1,945,891 10,602 SH   SOLE   10,602 0 0
Edison International COM 281020107 BBG000D7RKJ5 9,658,228 135,099 SH   SOLE   135,099 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 2,011,901 9,339 SH   SOLE   9,339 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 1,862,563 10,889 SH   SOLE   10,889 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 6,401,221 178,307 SH   SOLE   178,307 0 0
Fabrinet SHS G3323L100 BBG000HBFQP5 199,656 1,049 SH   SOLE   1,049 0 0
FormFactor Inc COM 346375108 BBG000D1Y3P1 207,591 4,977 SH   SOLE   4,977 0 0
Freeport-McMoRan Inc CL B 35671D857 BBG000BJDB15 1,660,230 39,000 SH   SOLE   39,000 0 0
Hess Corp COM 42809H107 BBG000BBD070 648,720 4,500 SH   SOLE   4,500 0 0
Installed Building Products In COM 45780R101 BBG005TJKDZ6 1,062,915 5,814 SH   SOLE   5,814 0 0
Kinder Morgan Inc COM 49456B101 BBG0019JZ882 4,442,193 251,825 SH   SOLE   251,825 0 0
LeMaitre Vascular Inc COM 525558201 BBG000LY1HS2 966,339 17,025 SH   SOLE   17,025 0 0
LXP Industrial Trust COM 529043101 BBG000BL3355 301,052 30,348 SH   SOLE   30,348 0 0
Marten Transport Ltd COM 573075108 BBG000BPDJM1 500,457 23,854 SH   SOLE   23,854 0 0
Medpace Holdings Inc COM 58506Q109 BBG0065B7K59 1,676,719 5,470 SH   SOLE   5,470 0 0
Methanex Corp COM 59151K108 BBG000D0FMX3 195,417 4,111 SH   SOLE   4,111 0 0
Moelis & Co CL A 60786M105 BBG000RNBH63 799,965 14,252 SH   SOLE   14,252 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 1,628,278 34,534 SH   SOLE   34,534 0 0
NexGen Energy Ltd COM 65340P106 BBG004WG63P0 1,470,000 210,000 SH   SOLE   210,000 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 17,048,989 280,688 SH   SOLE   280,688 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 1,522,605 25,500 SH   SOLE   25,500 0 0
Onto Innovation Inc COM 683344105 BBG000BPRN29 547,229 3,579 SH   SOLE   3,579 0 0
Pinnacle Financial Partners In COM 72346Q104 BBG000C1XKF6 2,045,222 23,449 SH   SOLE   23,449 0 0
Primerica Inc COM 74164M108 BBG000T8ZF80 619,338 3,010 SH   SOLE   3,010 0 0
RLI Corp COM 749607107 BBG000BS7ZF4 1,159,475 8,710 SH   SOLE   8,710 0 0
SBA Communications Corp CL A 78410G104 BBG000D2M0Z7 13,236,276 52,175 SH   SOLE   52,175 0 0
Schlumberger NV COM STK 806857108 BBG000BT41Q8 1,509,160 29,000 SH   SOLE   29,000 0 0
Selective Insurance Group Inc COM 816300107 BBG000BSZ738 1,830,830 18,404 SH   SOLE   18,404 0 0
Sempra COM 816851109 BBG000C2ZCH8 12,863,200 172,129 SH   SOLE   172,129 0 0
Sprouts Farmers Market Inc COM 85208M102 BBG001KFKQM7 859,629 17,868 SH   SOLE   17,868 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 2,354,853 26,781 SH   SOLE   26,781 0 0
TC Energy Corp COM 87807B107 BBG000D07ZQ1 7,236,744 184,358 SH   SOLE   184,358 0 0
TopBuild Corp COM 89055F103 BBG0077VS2C0 2,052,442 5,484 SH   SOLE   5,484 0 0
TriNet Group Inc COM 896288107 BBG000BR2040 635,562 5,344 SH   SOLE   5,344 0 0
Uranium Energy Corp COM 916896103 BBG000LCK3Q2 1,408,000 220,000 SH   SOLE   220,000 0 0
Vertiv Holdings Co COM CL A 92537N108 BBG00L2B8KW8 3,132,949 65,229 SH   SOLE   65,229 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 8,558,079 245,710 SH   SOLE   245,710 0 0
Xcel Energy Inc COM 98389B100 BBG000BCTQ65 5,525,096 89,244 SH   SOLE   89,244 0 0