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 TOWER CORP NEW | COM | 03027X100 | 21,750 | 149,647 | SH | SOLE | 149,647 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 13,230 | 693,381 | SH | SOLE | 693,381 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 23,904 | 586,608 | SH | SOLE | 586,608 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 5,021 | 89,186 | SH | SOLE | 89,186 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 14,668 | 460,375 | SH | SOLE | 460,375 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 2,684 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 14,680 | 174,387 | SH | SOLE | 174,387 | 0 | 0 | ||
| CHOICE HOTELS INTL INC | COM | 169905106 | 15,272 | 190,538 | SH | SOLE | 190,538 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 20,327 | 993,523 | SH | SOLE | 993,523 | 0 | 0 | ||
| CORPORATE OFFICE PPTYS TR | SH BEN INT | 22002T108 | 14,282 | 552,937 | SH | SOLE | 552,937 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 22,811 | 520,313 | SH | SOLE | 520,313 | 0 | 0 | ||
| DDR CORP | COM | 23317H102 | 5,787 | 789,494 | SH | SOLE | 789,494 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 18,497 | 698,519 | SH | SOLE | 698,519 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 20,370 | 617,286 | SH | SOLE | 617,286 | 0 | 0 | ||
| EMPIRE ST RLTY TR INC | CL A | 292104106 | 9,678 | 576,439 | SH | SOLE | 576,439 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 22,381 | 53,525 | SH | SOLE | 53,525 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 9,825 | 159,447 | SH | SOLE | 159,447 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 9,346 | 84,647 | SH | SOLE | 84,647 | 0 | 0 | ||
| FEDERAL REALTY INVT TR | SH BEN INT NEW | 313747206 | 13,796 | 118,821 | SH | SOLE | 118,821 | 0 | 0 | ||
| FIRST INDUSTRIAL REALTY TRUS | COM | 32054K103 | 26,736 | 914,678 | SH | SOLE | 914,678 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 25,094 | 1,238,599 | SH | SOLE | 1,238,599 | 0 | 0 | ||
| GRAMERCY PPTY TR | COM NEW | 385002308 | 23,970 | 1,103,063 | SH | SOLE | 1,103,063 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 14,024 | 603,692 | SH | SOLE | 603,692 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 21,639 | 818,092 | SH | SOLE | 818,092 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 22,326 | 518,961 | SH | SOLE | 518,961 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 22,009 | 279,438 | SH | SOLE | 279,438 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 7,964 | 44,684 | SH | SOLE | 44,684 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 19,610 | 602,817 | SH | SOLE | 602,817 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 6,148 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 27,711 | 446,162 | SH | SOLE | 446,162 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 14,505 | 635,352 | SH | SOLE | 635,352 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 29,070 | 862,341 | SH | SOLE | 862,341 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 15,409 | 74,332 | SH | SOLE | 74,332 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 10,059 | 64,322 | SH | SOLE | 64,322 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 10,409 | 800,704 | SH | SOLE | 800,704 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 9,045 | 340,801 | SH | SOLE | 340,801 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 9,066 | 3,238 | SH | SOLE | 3,238 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 18,810 | 233,953 | SH | SOLE | 233,953 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 21,474 | 817,757 | SH | SOLE | 817,757 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 16,013 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| PROLOGIS INC | COM | 74340W103 | 13,264 | 210,570 | SH | SOLE | 210,570 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 19,318 | 533,353 | SH | SOLE | 533,353 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 15,939 | 270,236 | SH | SOLE | 270,236 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 14,505 | 1,243,971 | SH | SOLE | 1,243,971 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 16,611 | 792,898 | SH | SOLE | 792,898 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 16,821 | 184,094 | SH | SOLE | 184,094 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 5,473 | 96,175 | SH | SOLE | 96,175 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 1,053 | 12,909 | SH | SOLE | 12,909 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 22,262 | 128,881 | SH | SOLE | 128,881 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 16,552 | 2,378,171 | SH | SOLE | 2,378,171 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 13,182 | 376,633 | SH | SOLE | 376,633 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 20,344 | 111,561 | SH | SOLE | 111,561 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 9,140 | 267,577 | SH | SOLE | 267,577 | 0 | 0 | ||