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 | 10,439 | 525,876 | SH | SOLE | 525,876 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 9,474 | 370,936 | SH | SOLE | 370,936 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 8,650 | 271,497 | SH | SOLE | 271,497 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 5,253 | 46,674 | SH | SOLE | 46,674 | 0 | 0 | ||
| COREPOINT LODGING INC | COM | 21872L104 | 8,052 | 657,301 | SH | SOLE | 657,301 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 11,857 | 342,085 | SH | SOLE | 342,085 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 6,480 | 232,010 | SH | SOLE | 232,010 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 6,360 | 240,991 | SH | SOLE | 240,991 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,531 | 160,598 | SH | SOLE | 160,598 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 6,589 | 97,477 | SH | SOLE | 97,477 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 8,742 | 139,028 | SH | SOLE | 139,028 | 0 | 0 | ||
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 5,692 | 215,117 | SH | SOLE | 215,117 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 7,451 | 252,818 | SH | SOLE | 252,818 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 12,729 | 78,630 | SH | SOLE | 78,630 | 0 | 0 | ||
| SITE CENTERS CORP | COM | 82981J109 | 6,446 | 582,300 | SH | SOLE | 582,300 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 5,744 | 56,471 | SH | SOLE | 56,471 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 6,209 | 29,450 | SH | SOLE | 29,450 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 3,431 | 55,316 | SH | SOLE | 55,316 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 7,149 | 288,130 | SH | SOLE | 288,130 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 8,766 | 383,802 | SH | SOLE | 383,802 | 0 | 0 | ||