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 |
| AVALONBAY CMNTYS INC | COM | 053484101 | 51,815 | 292,492 | SH | SOLE | 292,492 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 30,070 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 24,011 | 2,824,804 | SH | SOLE | 2,824,804 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 271,437 | 4,217,484 | SH | SOLE | 4,217,484 | 0 | 0 | ||
| ESSEX PPTY TR INC | COM | 297178105 | 277,912 | 1,195,322 | SH | SOLE | 1,195,322 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 225,718 | 10,831,017 | SH | SOLE | 10,831,017 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 20,672 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 27,200 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| HYATT HOTELS CORP | COM CL A | 448579102 | 125,752 | 2,275,644 | SH | SOLE | 2,275,644 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 21,550 | 614,494 | SH | SOLE | 614,494 | 0 | 0 | ||
| KB HOME | COM | 48666K109 | 14,054 | 888,900 | SH | Put | SOLE | 888,900 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 165,829 | 3,862,767 | SH | SOLE | 3,862,767 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 131,638 | 767,525 | SH | SOLE | 767,525 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 102,114 | 1,235,056 | SH | SOLE | 1,235,056 | 0 | 0 | ||
| PARAMOUNT GROUP INC | COM | 69924R108 | 181,142 | 11,328,479 | SH | SOLE | 11,328,479 | 0 | 0 | ||
| QUALITY CARE PPTYS INC | COM | 747545101 | 92,235 | 5,950,672 | SH | SOLE | 5,950,672 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 64,977 | 4,238,568 | SH | SOLE | 4,238,568 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 65,319 | 243,056 | SH | SOLE | 243,056 | 0 | 0 | ||
| STONEGATE MTG CORP | COM | 86181Q300 | 14,998 | 2,512,225 | SH | SOLE | 2,512,225 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 143,563 | 1,941,878 | SH | SOLE | 1,941,878 | 0 | 0 | ||
| UDR INC | COM | 902653104 | 31,151 | 853,930 | SH | SOLE | 853,930 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 49,323 | 895,000 | SH | SOLE | 895,000 | 0 | 0 | ||