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 | 8,796 | 383,085 | SH | SOLE | 383,085 | 0 | 0 | ||
| COLONY STARWOOD HOMES | COM | 19625X102 | 5,778 | 170,194 | SH | SOLE | 170,194 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 6,508 | 250,708 | SH | SOLE | 250,708 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 4,615 | 138,535 | SH | SOLE | 138,535 | 0 | 0 | ||
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 9,207 | 294,903 | SH | SOLE | 294,903 | 0 | 0 | ||
| GGP INC | COM | 36174X101 | 13,778 | 594,396 | SH | SOLE | 594,396 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 8,682 | 148,509 | SH | SOLE | 148,509 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 12,100 | 349,299 | SH | SOLE | 349,299 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 15,193 | 281,453 | SH | SOLE | 281,453 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 9,335 | 235,978 | SH | SOLE | 235,978 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 7,624 | 92,744 | SH | SOLE | 92,744 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 10,200 | 44,447 | SH | SOLE | 44,447 | 0 | 0 | ||
| PARAMOUNT GROUP INC | COM | 69924R108 | 8,763 | 540,582 | SH | SOLE | 540,582 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 4,664 | 70,245 | SH | SOLE | 70,245 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 10,659 | 739,168 | SH | SOLE | 739,168 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 9,301 | 413,012 | SH | SOLE | 413,012 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 10,539 | 87,557 | SH | SOLE | 87,557 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 6,321 | 624,001 | SH | SOLE | 624,001 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 14,133 | 391,375 | SH | SOLE | 391,375 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 7,885 | 41,089 | SH | SOLE | 41,089 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 7,084 | 215,326 | SH | SOLE | 215,326 | 0 | 0 | ||