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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICOLD RLTY TR COM 03064D108 6,467 174,450 SH   SOLE   174,450 0 0
BROOKDALE SR LIVING INC COM 112463104 52,032 6,864,437 SH   SOLE   6,864,437 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 28,106 1,516,808 SH   SOLE   1,516,808 0 0
ELDORADO RESORTS INC COM 28470R102 20,889 523,940 SH   SOLE   523,940 0 0
EQUINIX INC COM 29444U700 12,834 22,250 SH   SOLE   22,250 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 13,622 157,920 SH   SOLE   157,920 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 28,172 736,704 SH   SOLE   736,704 0 0
HCP INC COM 40414L109 24,356 683,580 SH   SOLE   683,580 0 0
INVITATION HOMES INC COM 46187W107 27,056 913,761 SH   SOLE   913,761 0 0
LIBERTY PPTY TR SH BEN INT 531172104 38,619 752,364 SH   SOLE   752,364 0 0
MACK CALI RLTY CORP COM 554489104 10,764 496,960 SH   SOLE   496,960 0 0
MGM RESORTS INTERNATIONAL COM 552953101 41,666 1,503,104 SH   SOLE   1,503,104 0 0
OUTFRONT MEDIA INC COM 69007J106 27,839 1,002,141 SH   SOLE   1,002,141 0 0
QTS RLTY TR INC COM CL A 74736A103 37,710 733,513 SH   SOLE   733,513 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 12,287 50,952 SH   SOLE   50,952 0 0
TAUBMAN CTRS INC COM 876664103 56,533 1,384,602 SH   SOLE   1,384,602 0 0
VAIL RESORTS INC COM 91879Q109 14,250 62,620 SH   SOLE   62,620 0 0