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 | 8,424 | 370,755 | SH | SOLE | 370,755 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 12,553 | 411,440 | SH | SOLE | 411,440 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 12,859 | 372,071 | SH | SOLE | 372,071 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 2,815 | 21,024 | SH | SOLE | 21,024 | 0 | 0 | ||
| CARETRUST REIT INC | COM | 14174T107 | 2,677 | 114,093 | SH | SOLE | 114,093 | 0 | 0 | ||
| COREPOINT LODGING INC | COM | 21872L104 | 2,285 | 204,541 | SH | SOLE | 204,541 | 0 | 0 | ||
| COUSINS PPTYS INC | COM | 222795106 | 5,120 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 5,139 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 7,982 | 192,896 | SH | SOLE | 192,896 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 5,529 | 12,200 | SH | SOLE | 12,200 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 7,447 | 241,409 | SH | SOLE | 241,409 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 7,713 | 92,804 | SH | SOLE | 92,804 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 3,598 | 190,360 | SH | SOLE | 190,360 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 7,003 | 96,497 | SH | SOLE | 96,497 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 9,002 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 10,574 | 139,205 | SH | SOLE | 139,205 | 0 | 0 | ||
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 10,028 | 351,724 | SH | SOLE | 351,724 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 8,533 | 126,435 | SH | SOLE | 126,435 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 9,064 | 253,113 | SH | SOLE | 253,113 | 0 | 0 | ||
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | 3,388 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 9,629 | 48,227 | SH | SOLE | 48,227 | 0 | 0 | ||
| SITE CENTERS CORP | COM | 82981J109 | 10,882 | 798,972 | SH | SOLE | 798,972 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 8,203 | 288,631 | SH | SOLE | 288,631 | 0 | 0 | ||