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 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 2,018 | 68,800 | SH | SOLE | 68,800 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 21,457 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| APOGEE ENTERPRISES INC | COM | 037598109 | 3,737 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| BLACK KNIGHT FINL SVCS INC | CL A | 09214X100 | 15,254 | 494,151 | SH | SOLE | 494,151 | 0 | 0 | ||
| CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 15,079 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 10,619 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 15,170 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| CHATHAM LODGING TR | COM | 16208T102 | 8,020 | 302,990 | SH | SOLE | 302,990 | 0 | 0 | ||
| COLONY CAP INC | CL A | 19624R106 | 6,229 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| COUSINS PPTYS INC | COM | 222795106 | 8,564 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 10,884 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 24,130 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 22,751 | 886,281 | SH | SOLE | 886,281 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 7,583 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 21,393 | 968,000 | SH | SOLE | 968,000 | 0 | 0 | ||
| FORTRESS TRANS INFRST INVS L | COM REP LTD LIAB | 34960P101 | 10,066 | 555,200 | SH | SOLE | 555,200 | 0 | 0 | ||
| HEADWATERS INC | COM | 42210P102 | 14,019 | 769,443 | SH | SOLE | 769,443 | 0 | 0 | ||
| HEALTHCARE RLTY TR | COM | 421946104 | 8,257 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 18,336 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| INTERFACE INC | COM | 458665304 | 17,218 | 687,344 | SH | SOLE | 687,344 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 11,886 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| ISLE OF CAPRI CASINOS INC | COM | 464592104 | 3,151 | 173,600 | SH | SOLE | 173,600 | 0 | 0 | ||
| KIMCO RLTY CORP | COM | 49446R109 | 9,016 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 16,338 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| LASALLE HOTEL PPTYS | COM SH BEN INT | 517942108 | 5,780 | 163,000 | SH | SOLE | 163,000 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 10,769 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LEXINGTON REALTY TRUST | COM | 529043101 | 4,995 | 589,000 | SH | SOLE | 589,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 15,531 | 187,955 | SH | SOLE | 187,955 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 14,169 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 17,880 | 265,000 | SH | Call | SOLE | 265,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 16,981 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 14,260 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 7,300 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,674 | 475,300 | SH | SOLE | 475,300 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 12,599 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| NEW YORK REIT INC | COM | 64976L109 | 5,075 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| NORTHSTAR ASSET MGMT GROUP I | COM | 66705Y104 | 9,985 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 11,010 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 2,223 | 59,640 | SH | SOLE | 59,640 | 0 | 0 | ||
| POST PPTYS INC | COM | 737464107 | 10,874 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PROLOGIS INC | COM | 74340W103 | 10,574 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| RLJ LODGING TR | COM | 74965L101 | 10,572 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 24,415 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 8,938 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 13,842 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SMITH A O | COM | 831865209 | 18,859 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 19,906 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 10,154 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 13,136 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 6,859 | 318,000 | SH | SOLE | 318,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 9,886 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 7,407 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 3,067 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 14,240 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||