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 |
| BROOKDALE SR LIVING INC | COM | 112463104 | 65,190 | 7,171,671 | SH | SOLE | 7,171,671 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 17,208 | 419,700 | SH | SOLE | 419,700 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 20,067 | 253,493 | SH | SOLE | 253,493 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 27,375 | 1,187,132 | SH | SOLE | 1,187,132 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 38,147 | 726,600 | SH | SOLE | 726,600 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 37,806 | 388,511 | SH | SOLE | 388,511 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 24,153 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| MACK CALI RLTY CORP | COM | 554489104 | 33,919 | 1,672,517 | SH | SOLE | 1,672,517 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 36,567 | 1,259,616 | SH | SOLE | 1,259,616 | 0 | 0 | ||
| PROLOGIS INC | COM | 74340W103 | 25,950 | 395,037 | SH | SOLE | 395,037 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 56,285 | 1,424,930 | SH | SOLE | 1,424,930 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 32,832 | 198,835 | SH | SOLE | 198,835 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 65,514 | 1,114,947 | SH | SOLE | 1,114,947 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 18,922 | 113,076 | SH | SOLE | 113,076 | 0 | 0 | ||