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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN TOWER CORP NEW COM 03027X100   35,427,796 182,674 SH   SOLE   182,674 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   79,187,875 2,451,637 SH   SOLE   2,451,637 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   13,438,349 1,577,271 SH   SOLE   1,577,271 0 0
BOSTON PROPERTIES INC COM 101121101   30,257,325 525,392 SH   SOLE   525,392 0 0
BROOKDALE SR LIVING INC COM 112463104   7,806,219 1,849,815 SH   SOLE   1,849,815 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   11,965,008 87,978 SH   SOLE   87,978 0 0
CBRE GROUP INC CL A 12504L109   20,507,685 254,091 SH   SOLE   254,091 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108   27,409,875 1,154,100 SH   SOLE   1,154,100 0 0
DENBURY INC COM 24790A101   3,768,268 43,685 SH   SOLE   43,685 0 0
DIGITAL RLTY TR INC COM 253868103   57,505,147 505,007 SH   SOLE   505,007 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,649,750 175,000 SH   SOLE   175,000 0 0
EPR PPTYS COM SH BEN INT 26884U109   56,871,454 1,215,202 SH   SOLE   1,215,202 0 0
EQUINIX INC COM 29444U700   61,808,965 78,844 SH   SOLE   78,844 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   27,254,197 407,448 SH   SOLE   407,448 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   76,244,432 1,155,744 SH   SOLE   1,155,744 0 0
ESSEX PPTY TR INC COM 297178105   51,883,861 221,442 SH   SOLE   221,442 0 0
EXTRA SPACE STORAGE INC COM 30225T102   65,310,766 438,769 SH   SOLE   438,769 0 0
FIRST INDL RLTY TR INC COM 32054K103   47,524,603 902,823 SH   SOLE   902,823 0 0
GENERAC HLDGS INC COM 368736104   5,592,375 37,500 SH   SOLE   37,500 0 0
HIGHWOODS PPTYS INC COM 431284108   15,470,105 647,014 SH   SOLE   647,014 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,277,500 50,000 SH   SOLE   50,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   54,462,769 2,989,175 SH   SOLE   2,989,175 0 0
INSPIRED ENTMT INC COM 45782N108   7,246,131 492,599 SH   SOLE   492,599 0 0
KILROY RLTY CORP COM 49427F108   15,235,319 506,325 SH   SOLE   506,325 0 0
KITE RLTY GROUP TR COM NEW 49803T300   47,793,481 2,139,368 SH   SOLE   2,139,368 0 0
MGM RESORTS INTERNATIONAL COM 552953101   9,003,600 205,000 SH   SOLE   205,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   30,815,277 1,004,082 SH   SOLE   1,004,082 0 0
REGENCY CTRS CORP COM 758849103   53,225,974 861,680 SH   SOLE   861,680 0 0
REXFORD INDL RLTY INC COM 76169C100   27,500,358 526,625 SH   SOLE   526,625 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   27,982,393 301,145 SH   SOLE   301,145 0 0
SMARTRENT INC COM CL A 83193G107   3,128,038 816,720 SH   SOLE   816,720 0 0
STAG INDL INC COM 85254J102   47,125,223 1,313,412 SH   SOLE   1,313,412 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101   8,459,612 835,930 SH   SOLE   835,930 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   25,180,016 1,140,916 SH   SOLE   1,140,916 0 0
UNITED RENTALS INC COM 911363109   10,466,195 23,500 SH   SOLE   23,500 0 0
VESTA REAL ESTATE CORPORATIO ADS 92540K109   11,035,350 342,500 SH   SOLE   342,500 0 0
VICI PPTYS INC COM 925652109   10,444,629 332,314 SH   SOLE   332,314 0 0
VORNADO RLTY TR SH BEN INT 929042109   26,852,152 1,480,273 SH   SOLE   1,480,273 0 0
WELLTOWER INC COM 95040Q104   53,326,733 659,250 SH   SOLE   659,250 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   15,935,098 333,440 SH   SOLE   333,440 0 0