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 | 60,640 | 6,168,921 | SH | SOLE | 6,168,921 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 16,315 | 386,800 | SH | SOLE | 386,800 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 8,202 | 359,832 | SH | SOLE | 359,832 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 28,518 | 610,800 | SH | SOLE | 610,800 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 36,645 | 867,330 | SH | SOLE | 867,330 | 0 | 0 | ||
| MACK CALI RLTY CORP | COM | 554489104 | 42,600 | 2,003,780 | SH | SOLE | 2,003,780 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 24,280 | 183,900 | SH | SOLE | 183,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 63,877 | 2,288,682 | SH | SOLE | 2,288,682 | 0 | 0 | ||
| PROLOGIS INC | COM | 74340W103 | 12,472 | 183,987 | SH | SOLE | 183,987 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 58,376 | 1,368,087 | SH | SOLE | 1,368,087 | 0 | 0 | ||
| RETAIL VALUE INC | COM | 76133Q102 | 14,005 | 428,415 | SH | SOLE | 428,415 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 19,209 | 119,585 | SH | SOLE | 119,585 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 66,707 | 1,114,947 | SH | SOLE | 1,114,947 | 0 | 0 | ||
| TIER REIT INC | COM NEW | 88650V208 | 11,840 | 491,300 | SH | SOLE | 491,300 | 0 | 0 | ||