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 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 31,097 | 261,387 | SH | SOLE | 261,387 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 19,685 | 448,818 | SH | SOLE | 448,818 | 0 | 0 | ||
| DOUGLAS EMMETT INC | COM | 25960P109 | 9,293 | 235,750 | SH | SOLE | 235,750 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 7,910 | 274,472 | SH | SOLE | 274,472 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 51,749 | 2,028,591 | SH | SOLE | 2,028,591 | 0 | 0 | ||
| GENESIS HEALTHCARE INC | CL A COM | 37185X106 | 2,572 | 2,217,399 | SH | SOLE | 2,217,399 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 22,901 | 669,418 | SH | SOLE | 669,418 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 32,835 | 401,357 | SH | SOLE | 401,357 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 72,560 | 1,320,000 | SH | Call | SOLE | 1,320,000 | 0 | 0 | |
| MACERICH CO | COM | 554382101 | 84,857 | 1,543,695 | SH | SOLE | 1,543,695 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 25,944 | 1,975,959 | SH | SOLE | 1,975,959 | 0 | 0 | ||
| SAFETY INCOME & GROWTH INC | COM | 78649D104 | 8,920 | 478,550 | SH | SOLE | 478,550 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 81,148 | 9,468,885 | SH | SOLE | 9,468,885 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 57,717 | 750,745 | SH | SOLE | 750,745 | 0 | 0 | ||