The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
21VIANET GROUP INC SPONSORED ADS A 90138A103 8,447 261,500 SH   DFND 2 261,500 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 11,951 370,000 SH   DFND 1 370,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 332,313 17,425,946 SH   DFND 3 17,425,946 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,869 290,000 SH   DFND 2 290,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,198 250,000 SH   DFND 3 250,000 0 0
ALEXANDERS INC COM 014752109 0 0 SH   DFND 2 0 0 0
ALEXANDERS INC COM 014752109 1,941 7,000 SH   DFND 3 7,000 0 0
ALTICE USA INC CL A 02156K103 1,493 45,908 SH   DFND 2 45,908 0 0
AMDOCS LTD SHS G02602103 2,457 35,031 SH   DFND 2 35,031 0 0
AMERCO COM 023586100 1,899 3,100 SH   DFND 2 3,100 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 4,101 302,000 SH   DFND 2 302,000 0 0
AMERICAN ASSETS TR INC COM 024013104 1,395 43,000 SH   DFND 3 43,000 0 0
AMERICAN ASSETS TR INC COM 024013104 1,005 31,000 SH   DFND 2 31,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 55,223 231,000 SH   DFND 1 231,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,478 52,200 SH   DFND 2 52,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,515 39,800 SH   DFND 3 39,800 0 0
ARISTA NETWORKS INC COM 040413106 1,283 4,249 SH   DFND 2 4,249 0 0
BROADCOM INC COM 11135F101 1,692 3,650 SH   DFND 2 3,650 0 0
CIENA CORP COM NEW 171779309 1,477 27,000 SH   DFND 2 27,000 0 0
COLONY STARWOOD HOMES NOTE 3.500% 1/1 19625XAB8 2,121 1,500,000 PRN   DFND 3 1,500,000 0 0
COMCAST CORP NEW CL A 20030N101 1,741 32,168 SH   DFND 2 32,168 0 0
CORESITE RLTY CORP COM 21870Q105 9,588 80,000 SH   DFND 1 80,000 0 0
CORESITE RLTY CORP COM 21870Q105 3,176 26,500 SH   DFND 2 26,500 0 0
CORESITE RLTY CORP COM 21870Q105 2,157 18,000 SH   DFND 3 18,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 60,762 353,000 SH   DFND 1 353,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 11,068 64,300 SH   DFND 2 64,300 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 9,984 58,000 SH   DFND 3 58,000 0 0
CYRUSONE INC COM 23283R100 1,592 23,508 SH   DFND 2 23,508 0 0
CYRUSONE INC COM 23283R100 0 0 SH   DFND 3 0 0 0
DISH NETWORK CORPORATION CL A 25470M109 1,083 29,919 SH   DFND 2 29,919 0 0
EQUINIX INC COM 29444U700 8,835 13,000 SH   DFND 3 13,000 0 0
EQUINIX INC COM 29444U700 54,707 80,500 SH   DFND 1 80,500 0 0
EQUINIX INC COM 29444U700 10,840 15,950 SH   DFND 2 15,950 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,301 99,000 SH   DFND 2 99,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,791 91,000 SH   DFND 3 91,000 0 0
ERICSSON ADR B SEK 10 294821608 1,773 134,384 SH   DFND 2 134,384 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,641 21,150 SH   DFND 2 21,150 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,514 68,000 SH   DFND 1 68,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,318 16,250 SH   DFND 2 16,250 0 0
GRANITE PT MTG TR INC NOTE 6.375%10/0 38741LAC1 950 1,000,000 PRN   DFND 3 1,000,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 961 108,495 SH   DFND 2 108,495 0 0
INDUS REALTY TRUST INC COM 45580R103 2,896 48,127 SH   DFND 2 48,127 0 0
INDUS REALTY TRUST INC COM 45580R103 2,054 34,144 SH   DFND 3 34,144 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 8,702 92,652 SH   DFND 2 92,652 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 7,936 84,500 SH   DFND 3 84,500 0 0
LEXINGTON REALTY TRUST COM 529043101 978 88,000 SH   DFND 2 88,000 0 0
LEXINGTON REALTY TRUST COM 529043101 2,555 230,000 SH   DFND 3 230,000 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,298 100,000 SH   DFND 2 100,000 0 0
LUMEN TECHNOLOGIES INC COM 550241103 854 64,000 SH   DFND 2 64,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,164 97,000 SH   DFND 2 97,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,588 110,000 SH   DFND 3 110,000 0 0
OMNICOM GROUP INC COM 681919106 1,168 15,750 SH   DFND 2 15,750 0 0
OUTFRONT MEDIA INC COM 69007J106 2,510 115,000 SH   DFND 3 115,000 0 0
OUTFRONT MEDIA INC COM 69007J106 1,222 56,000 SH   DFND 2 56,000 0 0
PROLOGIS INC. COM 74340W103 2,756 26,000 SH   DFND 3 26,000 0 0
PROLOGIS INC. COM 74340W103 2,041 19,250 SH   DFND 2 19,250 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,628 17,000 SH   DFND 3 17,000 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 1,932 12,500 SH   DFND 2 12,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 472 1,700 SH   DFND 2 1,700 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,735 6,250 SH   DFND 3 6,250 0 0
SUN CMNTYS INC COM 866674104 0 0 SH   DFND 2 0 0 0
SUN CMNTYS INC COM 866674104 2,581 17,200 SH   DFND 3 17,200 0 0
SWITCH INC CL A 87105L104 11,220 690,000 SH   DFND 2 690,000 0 0
SWITCH INC CL A 87105L104 27,236 1,675,000 SH   DFND 1 1,675,000 0 0
TERRENO RLTY CORP COM 88146M101 3,640 63,000 SH   DFND 3 63,000 0 0
TERRENO RLTY CORP COM 88146M101 2,414 41,800 SH   DFND 2 41,800 0 0
T-MOBILE US INC COM 872590104 1,330 10,616 SH   DFND 2 10,616 0 0
TPG RE FIN TR INC COM 87266M107 1,453 129,766 SH   DFND 2 129,766 0 0
TPG RE FIN TR INC COM 87266M107 1,546 138,000 SH   DFND 3 138,000 0 0
UNITI GROUP INC COM 91325V108 4,804 435,500 SH   DFND 2 435,500 0 0
UNITI GROUP INC COM 91325V108 4,191 380,000 SH   DFND 3 380,000 0 0
VIAVI SOLUTIONS INC COM 925550105 1,226 78,077 SH   DFND 2 78,077 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 10,137 550,000 SH   DFND 2 550,000 0 0