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 HOMES 4 RENT | CL A | 02665T306 | 11,683 | 533,695 | SH | SOLE | 533,695 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 6,015 | 240,419 | SH | SOLE | 240,419 | 0 | 0 | ||
| AV HOMES INC | COM | 00234P102 | 4,065 | 203,240 | SH | SOLE | 203,240 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 10,525 | 314,097 | SH | SOLE | 314,097 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 10,875 | 88,352 | SH | SOLE | 88,352 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 8,313 | 316,677 | SH | SOLE | 316,677 | 0 | 0 | ||
| COREPOINT LODGING INC | COM | 21872L104 | 3,313 | 170,339 | SH | SOLE | 170,339 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 6,425 | 66,614 | SH | SOLE | 66,614 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 3,939 | 149,643 | SH | SOLE | 149,643 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 9,136 | 113,098 | SH | SOLE | 113,098 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 7,758 | 97,477 | SH | SOLE | 97,477 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 6,305 | 93,679 | SH | SOLE | 93,679 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 9,221 | 128,628 | SH | SOLE | 128,628 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 9,338 | 200,004 | SH | SOLE | 200,004 | 0 | 0 | ||
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 5,109 | 200,817 | SH | SOLE | 200,817 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 4,260 | 65,868 | SH | SOLE | 65,868 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 10,221 | 319,818 | SH | SOLE | 319,818 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 12,630 | 78,630 | SH | SOLE | 78,630 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 5,734 | 56,471 | SH | SOLE | 56,471 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 4,103 | 14,950 | SH | SOLE | 14,950 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 9,173 | 308,230 | SH | SOLE | 308,230 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 6,382 | 183,802 | SH | SOLE | 183,802 | 0 | 0 | ||