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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,728 80,181 SH   SOLE   80,181 0 0
ALLERGAN PLC SHS G0177J108 29,447 108,338 SH   SOLE   108,338 0 0
ALLERGAN PLC SHS G0177J108 88,746 326,500 SH Call SOLE   326,500 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 17,664 370,000 SH   SOLE   370,000 0 0
AUTONATION INC COM 05329W102 23,563 404,997 SH   SOLE   404,997 0 0
AVALONBAY CMNTYS INC COM 053484101 4,996 28,576 SH   SOLE   28,576 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 1,453 52,934 SH   SOLE   52,934 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 222,009 10,735,443 SH   SOLE   10,735,443 0 0
CARMAX INC COM 143130102 1,318 22,217 SH   SOLE   22,217 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 203,218 8,759,396 SH   SOLE   8,759,396 0 0
CONSOL ENERGY INC COM 20854P109 1,803 184,000 SH Call SOLE   184,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,890 31,064 SH   SOLE   31,064 0 0
COOPER COS INC COM NEW 216648402 15,481 104,000 SH   SOLE   104,000 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 11,333 336,680 SH   SOLE   336,680 0 0
DOLLAR TREE INC COM 256746108 2,121 31,820 SH   SOLE   31,820 0 0
DOUGLAS EMMETT INC COM 25960P109 6,727 234,223 SH   SOLE   234,223 0 0
ENPRO INDS INC COM 29355X107 323 8,254 SH   SOLE   8,254 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,344 108,321 SH   SOLE   108,321 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 639 8,511 SH   SOLE   8,511 0 0
ESSEX PPTY TR INC COM 297178105 11,383 50,948 SH   SOLE   50,948 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,349 69,328 SH   SOLE   69,328 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,389 83,465 SH   SOLE   83,465 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 13,535 672,377 SH   SOLE   672,377 0 0
GRACE W R & CO DEL NEW COM 38388F108 231,099 2,483,596 SH   SOLE   2,483,596 0 0
GRACE W R & CO DEL NEW COM 38388F108 12,562 135,000 SH Call SOLE   135,000 0 0
HOWARD HUGHES CORP COM 44267D107 6,944 60,519 SH   SOLE   60,519 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 101,115 2,421,345 SH   SOLE   2,421,345 0 0
MCKESSON CORP COM 58155Q103 29,383 158,800 SH   SOLE   158,800 0 0
MCKESSON CORP COM 58155Q103 18,503 100,000 SH Call SOLE   100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,997 400,319 SH   SOLE   400,319 0 0
MICRON TECHNOLOGY INC COM 595112103 36,304 2,423,500 SH Call SOLE   2,423,500 0 0
MYLAN N V SHS EURO N59465109 2,517 62,500 SH Call SOLE   62,500 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 29,181 710,000 SH   SOLE   710,000 0 0
PARAMOUNT GROUP INC COM 69924R108 2,465 146,737 SH   SOLE   146,737 0 0
PERRIGO CO PLC SHS G97822103 2,537 16,129 SH   SOLE   16,129 0 0
PERRIGO CO PLC SHS G97822103 9,829 62,500 SH Call SOLE   62,500 0 0
PFIZER INC COM 717081103 21,626 688,495 SH   SOLE   688,495 0 0
PTC INC COM 69370C100 11,839 373,000 SH   SOLE   373,000 0 0
PUBLIC STORAGE COM 74460D109 11,311 53,445 SH   SOLE   53,445 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 3,231 34,629 SH   SOLE   34,629 0 0
RUBICON PROJ INC COM 78112V102 16,345 1,124,903 SH   SOLE   1,124,903 0 0
SABRE CORP COM 78573M104 20,188 742,765 SH   SOLE   742,765 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 50,174 1,131,579 SH   SOLE   1,131,579 0 0
SIGNET JEWELERS LIMITED SHS G81276100 21,999 161,600 SH   SOLE   161,600 0 0
SIMON PPTY GROUP INC NEW COM 828806109 6,854 37,306 SH   SOLE   37,306 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 24,729 1,037,727 SH   SOLE   1,037,727 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 3,233 244,380 SH   SOLE   244,380 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 9,173 278,229 SH   SOLE   278,229 0 0
URBAN EDGE PPTYS COM 91704F104 1,418 65,671 SH   SOLE   65,671 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 37,103 208,000 SH   SOLE   208,000 0 0