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 | 12,155 | 548,000 | SH | SOLE | 548,000 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 10,154 | 323,081 | SH | SOLE | 323,081 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 12,700 | 101,260 | SH | SOLE | 101,260 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 9,755 | 309,180 | SH | SOLE | 309,180 | 0 | 0 | ||
| COREPOINT LODGING INC | COM | 21872L104 | 7,862 | 303,570 | SH | SOLE | 303,570 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 6,921 | 214,800 | SH | SOLE | 214,800 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 8,240 | 141,200 | SH | SOLE | 141,200 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 10,464 | 24,340 | SH | SOLE | 24,340 | 0 | 0 | ||
| HERSHA HOSPITALITY TR | PR SHS BEN INT | 427825500 | 6,027 | 281,000 | SH | SOLE | 281,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,718 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 7,343 | 95,174 | SH | SOLE | 95,174 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 8,664 | 375,736 | SH | SOLE | 375,736 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 10,250 | 195,236 | SH | SOLE | 195,236 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 4,776 | 107,744 | SH | SOLE | 107,744 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 8,699 | 277,128 | SH | SOLE | 277,128 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 10,581 | 64,079 | SH | SOLE | 64,079 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 9,382 | 95,850 | SH | SOLE | 95,850 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 4,002 | 14,597 | SH | SOLE | 14,597 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 9,272 | 300,957 | SH | SOLE | 300,957 | 0 | 0 | ||
| XENIA HOTELS & RESORTS INC | COM | 984017103 | 4,303 | 176,653 | SH | SOLE | 176,653 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 3,608 | 98,902 | SH | SOLE | 98,902 | 0 | 0 | ||