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 | 43,371 | 1,654,760 | SH | SOLE | 1,654,760 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 31,211 | 4,293,111 | SH | SOLE | 4,293,111 | 0 | 0 | ||
| CUSHMAN WAKEFIELD PLC | SHS | G2717B108 | 17,824 | 872,013 | SH | SOLE | 872,013 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 22,748 | 381,430 | SH | SOLE | 381,430 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 26,300 | 45,057 | SH | SOLE | 45,057 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 11,363 | 140,420 | SH | SOLE | 140,420 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 92,699 | 2,153,284 | SH | SOLE | 2,153,284 | 0 | 0 | ||
| HEALTHPEAK PPTYS INC | COM | 42250P103 | 27,835 | 807,520 | SH | SOLE | 807,520 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 18,805 | 499,460 | SH | SOLE | 499,460 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 9,109 | 303,941 | SH | SOLE | 303,941 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 32,636 | 543,474 | SH | SOLE | 543,474 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 28,502 | 188,220 | SH | SOLE | 188,220 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 28,521 | 857,264 | SH | SOLE | 857,264 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 34,488 | 1,285,911 | SH | SOLE | 1,285,911 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 32,533 | 599,463 | SH | SOLE | 599,463 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 29,712 | 123,292 | SH | SOLE | 123,292 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 46,512 | 1,496,032 | SH | SOLE | 1,496,032 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 7,949 | 860,280 | SH | SOLE | 860,280 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 997 | 7,182 | SH | SOLE | 7,182 | 0 | 0 | ||