The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 170,245 | 9,585,839 | SH | SOLE | 9,585,839 | 0 | 0 | ||
| AMERICAN RESIDENTIAL PPTYS I | COM | 02927E303 | 47,406 | 2,528,308 | SH | SOLE | 2,528,308 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 53,358 | 593,000 | SH | SOLE | 593,000 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 34,229 | 1,060,700 | SH | SOLE | 1,060,700 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 32,655 | 568,600 | SH | SOLE | 568,600 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 124,530 | 4,294,151 | SH | SOLE | 4,294,151 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 26,852 | 2,213,722 | SH | SOLE | 2,213,722 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 13,003 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 22,086 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 38,904 | 1,214,236 | SH | SOLE | 1,214,236 | 0 | 0 | ||
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 23,813 | 1,799,900 | SH | SOLE | 1,799,900 | 0 | 0 | ||
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 209 | 2,608,700 | SH | Call | SOLE | 0 | 0 | 0 | |
| COLONY FINL INC | COM | 19624R106 | 6,512 | 280,436 | SH | SOLE | 280,436 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 44,927 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| DIAMOND RESORTS INTL INC | COM | 25272T104 | 29,337 | 1,260,737 | SH | SOLE | 1,260,737 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 6,776 | 217,666 | SH | SOLE | 217,666 | 0 | 0 | ||
| EMERITUS CORP | COM | 291005106 | 26,530 | 838,243 | SH | SOLE | 838,243 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 93,200 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| ISTAR FINL INC | COM | 45031U101 | 11,610 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 75,843 | 3,962,526 | SH | SOLE | 3,962,526 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 96,274 | 1,541,610 | SH | SOLE | 1,541,610 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 14,348 | 543,500 | SH | SOLE | 543,500 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 66,472 | 480,500 | SH | SOLE | 480,500 | 0 | 0 | ||
| PHH CORP | COM NEW | 693320202 | 12,504 | 544,138 | SH | SOLE | 544,138 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 34,115 | 1,354,855 | SH | SOLE | 1,354,855 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 24,511 | 2,204,255 | SH | SOLE | 2,204,255 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 114,766 | 10,102,600 | SH | SOLE | 10,102,600 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 67,226 | 831,800 | SH | SOLE | 831,800 | 0 | 0 | ||
| STARWOOD WAYPOINT RESIDENTL | COM SHS | 85571W109 | 76,757 | 2,928,550 | SH | SOLE | 2,928,550 | 0 | 0 | ||
| STONEGATE MTG CORP | COM | 86181Q300 | 25,714 | 1,843,262 | SH | SOLE | 1,843,262 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 24,928 | 417,551 | SH | SOLE | 417,551 | 0 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 18,930 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||