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
ALLERGAN PLC SHS G0177J108 58,281 186,500 SH   SOLE   186,500 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 12,804 280,000 SH   SOLE   280,000 0 0
AUTONATION INC COM 05329W102 24,162 404,997 SH   SOLE   404,997 0 0
BOSTON PROPERTIES INC COM 101121101 6,547 51,332 SH   SOLE   51,332 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 240,792 11,570,993 SH   SOLE   11,570,993 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 198,583 8,457,522 SH   SOLE   8,457,522 0 0
CONSOL ENERGY INC COM 20854P109 1,452 184,000 SH Call SOLE   184,000 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 9,742 260,687 SH   SOLE   260,687 0 0
DOUGLAS EMMETT INC COM 25960P109 6,134 196,731 SH   SOLE   196,731 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 5,840 71,583 SH   SOLE   71,583 0 0
EXTRA SPACE STORAGE INC COM 30225T102 999 11,328 SH   SOLE   11,328 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 3,681 166,326 SH   SOLE   166,326 0 0
GRACE W R & CO DEL NEW COM 38388F108 247,341 2,483,596 SH   SOLE   2,483,596 0 0
GRACE W R & CO DEL NEW COM 38388F108 13,445 135,000 SH Call SOLE   135,000 0 0
HUDSON PAC PPTYS INC COM 444097109 2,909 103,376 SH   SOLE   103,376 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 137,770 3,086,933 SH   SOLE   3,086,933 0 0
MCKESSON CORP COM 58155Q103 19,723 100,000 SH Call SOLE   100,000 0 0
MCKESSON CORP COM 58155Q103 31,320 158,800 SH   SOLE   158,800 0 0
MICRON TECHNOLOGY INC COM 595112103 34,317 2,423,500 SH Call SOLE   2,423,500 0 0
MID-AMER APT CMNTYS INC COM 59522J103 1,381 15,212 SH   SOLE   15,212 0 0
MYLAN N V SHS EURO N59465109 3,379 62,500 SH Call SOLE   62,500 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 56,825 740,000 SH   SOLE   740,000 0 0
PARAMOUNT GROUP INC COM 69924R108 9,125 504,132 SH   SOLE   504,132 0 0
PFIZER INC COM 717081103 22,225 688,495 SH   SOLE   688,495 0 0
PTC INC COM 69370C100 12,917 373,000 SH   SOLE   373,000 0 0
PUBLIC STORAGE COM 74460D109 7,685 31,024 SH   SOLE   31,024 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 4,264 238,194 SH   SOLE   238,194 0 0
RUBICON PROJ INC COM 78112V102 62,235 3,783,279 SH   SOLE   3,783,279 0 0
SABRE CORP COM 78573M104 20,775 742,765 SH   SOLE   742,765 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 52,121 1,131,579 SH   SOLE   1,131,579 0 0
SIGNET JEWELERS LIMITED SHS G81276100 26,303 212,650 SH   SOLE   212,650 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 25,524 1,127,404 SH   SOLE   1,127,404 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 54,332 534,500 SH   SOLE   534,500 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 14,587 143,500 SH Call SOLE   143,500 0 0
WELLTOWER INC COM 95040Q104 3,654 53,707 SH   SOLE   53,707 0 0