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 |
| ACADIA RLTY TR | COM SH BEN INT | 004239109 | 989 | 76,159 | SH | SOLE | 76,159 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 14,803 | 550,315 | SH | SOLE | 550,315 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R754 | 13,599 | 361,289 | SH | SOLE | 361,289 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 1,434 | 486,209 | SH | SOLE | 486,209 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 31,544 | 568,868 | SH | SOLE | 568,868 | 0 | 0 | ||
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 | 27,459 | 4,965,545 | SH | SOLE | 4,965,545 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 21,130 | 527,460 | SH | SOLE | 527,460 | 0 | 0 | ||
| EPR PPTYS | COM SH BEN INT | 26884U109 | 21,338 | 644,059 | SH | SOLE | 644,059 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 12,020 | 17,115 | SH | SOLE | 17,115 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 21,068 | 548,063 | SH | SOLE | 548,063 | 0 | 0 | ||
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | 17,754 | 644,203 | SH | SOLE | 644,203 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 31,198 | 1,133,248 | SH | SOLE | 1,133,248 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 14,577 | 236,555 | SH | SOLE | 236,555 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 4,187 | 249,200 | SH | SOLE | 249,200 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 22,954 | 1,619,870 | SH | SOLE | 1,619,870 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 30,305 | 472,851 | SH | SOLE | 472,851 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 8,659 | 206,620 | SH | SOLE | 206,620 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 37,113 | 124,573 | SH | SOLE | 124,573 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 9,497 | 138,882 | SH | SOLE | 138,882 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 26,841 | 4,174,364 | SH | SOLE | 4,174,364 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 25,619 | 1,268,900 | SH | SOLE | 1,268,900 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 14,192 | 749,701 | SH | SOLE | 749,701 | 0 | 0 | ||