The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
APARTMENT INVT & MGMT CO | CL A | 03748R754 | 123,735 | 3,520,204 | SH | SOLE | 3,520,204 | 0 | 0 | ||
AVALONBAY CMNTYS INC | COM | 053484101 | 33,168 | 225,375 | SH | SOLE | 225,375 | 0 | 0 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 19,322 | 243,841 | SH | SOLE | 243,841 | 0 | 0 | ||
COUSINS PPTYS INC | COM NEW | 222795502 | 17,827 | 609,051 | SH | SOLE | 609,051 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 114,641 | 3,371,784 | SH | SOLE | 3,371,784 | 0 | 0 | ||
ESSEX PPTY TR INC | COM | 297178105 | 17,725 | 80,480 | SH | SOLE | 80,480 | 0 | 0 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 89,997 | 12,311,506 | SH | SOLE | 12,311,506 | 0 | 0 | ||
FIRST INDL RLTY TR INC | COM | 32054K103 | 75,712 | 2,278,419 | SH | SOLE | 2,278,419 | 0 | 0 | ||
FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | 31,874 | 6,286,780 | SH | SOLE | 6,286,780 | 0 | 0 | ||
FORESTAR GROUP INC | COM | 346232101 | 48,457 | 4,681,873 | SH | SOLE | 4,681,873 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 74,708 | 4,737,350 | SH | SOLE | 4,737,350 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 105,338 | 1,543,642 | SH | SOLE | 1,543,642 | 0 | 0 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 70,030 | 2,761,436 | SH | SOLE | 2,761,436 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 119,596 | 2,496,794 | SH | SOLE | 2,496,794 | 0 | 0 | ||
JBG SMITH PPTYS | COM | 46590V100 | 110,841 | 3,482,287 | SH | SOLE | 3,482,287 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 25,272 | 250,267 | SH | SOLE | 250,267 | 0 | 0 | ||
KILROY RLTY CORP | COM | 49427F108 | 53,974 | 847,312 | SH | SOLE | 847,312 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 165,067 | 780,792 | SH | SOLE | 780,792 | 0 | 0 | ||
MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 31,908 | 574,100 | SH | SOLE | 574,100 | 0 | 0 | ||
MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 12,400 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 41,144 | 3,486,800 | SH | SOLE | 3,486,800 | 0 | 0 | ||
MID AMER APT CMNTYS INC | COM | 59522J103 | 4,636 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
PARAMOUNT GROUP INC | COM | 69924R108 | 42,474 | 4,826,545 | SH | SOLE | 4,826,545 | 0 | 0 | ||
PEBBLEBROOK HOTEL TR | COM | 70509V100 | 97,014 | 8,908,508 | SH | SOLE | 8,908,508 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 4,103 | 2,344,296 | SH | SOLE | 2,344,296 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 27,525 | 3,219,355 | SH | SOLE | 3,219,355 | 0 | 0 | ||
RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 42,442 | 1,183,879 | SH | SOLE | 1,183,879 | 0 | 0 | ||
SABRA HEALTH CARE REIT INC | COM | 78573L106 | 89,802 | 8,223,606 | SH | SOLE | 8,223,606 | 0 | 0 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 100,365 | 2,771,750 | SH | SOLE | 2,771,750 | 0 | 0 | ||
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 159,676 | 5,067,483 | SH | SOLE | 5,067,483 | 0 | 0 |