The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 132,600 | 7,935,386 | SH | SOLE | 7,935,386 | 0 | 0 | ||
| AMERICAN RESIDENTIAL PPTYS I | COM | 02927E303 | 35,237 | 1,959,775 | SH | SOLE | 1,959,775 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 51,496 | 629,000 | SH | SOLE | 629,000 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 32,054 | 1,060,700 | SH | SOLE | 1,060,700 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 30,278 | 568,600 | SH | SOLE | 568,600 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 106,207 | 3,694,151 | SH | SOLE | 3,694,151 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 40,953 | 3,102,522 | SH | SOLE | 3,102,522 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 55,655 | 2,028,968 | SH | SOLE | 2,028,968 | 0 | 0 | ||
| COMMONWEALTH REIT | COM SH BEN INT | 203233101 | 50 | 500,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 17,855 | 242,000 | SH | SOLE | 242,000 | 0 | 0 | ||
| EMERITUS CORP | COM | 291005106 | 50,274 | 1,599,040 | SH | SOLE | 1,599,040 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 22,853 | 1,196,482 | SH | SOLE | 1,196,482 | 0 | 0 | ||
| GLIMCHER RLTY TR | SH BEN INT | 379302102 | 38,705 | 3,858,932 | SH | SOLE | 3,858,932 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 33,360 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 61,244 | 1,138,151 | SH | SOLE | 1,138,151 | 0 | 0 | ||
| MACK CALI RLTY CORP | COM | 554489104 | 3,232 | 155,476 | SH | SOLE | 155,476 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 33,315 | 586,747 | SH | SOLE | 586,747 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 3,865 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 39,434 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 4,535 | 140,522 | SH | SOLE | 140,522 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 494 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| PHH CORP | COM NEW | 693320202 | 15,354 | 594,193 | SH | SOLE | 594,193 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 38,641 | 1,630,442 | SH | SOLE | 1,630,442 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 3,301 | 261,370 | SH | SOLE | 261,370 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 15,240 | 1,110,000 | SH | SOLE | 1,110,000 | 0 | 0 | ||
| STARWOOD WAYPOINT RESIDENTL | COM SHS | 85571W109 | 87,674 | 3,045,296 | SH | SOLE | 3,045,296 | 0 | 0 | ||
| STONEGATE MTG CORP | COM | 86181Q300 | 27,391 | 1,843,262 | SH | SOLE | 1,843,262 | 0 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 24,312 | 332,000 | SH | SOLE | 332,000 | 0 | 0 | ||