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 |
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | 10,498 | 1,092,400 | SH | SOLE | 1,092,400 | 0 | 0 | ||
| BROADSTONE NET LEASE INC | CL A COM | 11135E104 | 22,905 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 73,150 | 822,100 | SH | SOLE | 822,100 | 0 | 0 | ||
| EASTERLY GOVT PPTYS INC | COM | 27616P103 | 78,053 | 3,482,942 | SH | SOLE | 3,482,942 | 0 | 0 | ||
| FIVE STAR SENIOR LIVING INC | COM NEW | 33832D205 | 7,831 | 1,544,580 | SH | SOLE | 1,544,580 | 0 | 0 | ||
| GENESIS HEALTHCARE INC | CL A COM | 37185X106 | 1,633 | 3,001,623 | SH | SOLE | 3,001,623 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 97,524 | 3,647,115 | SH | SOLE | 3,647,115 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 16,430 | 587,200 | SH | SOLE | 587,200 | 0 | 0 | ||
| NATIONAL RETAIL PROPERTIES I | COM | 637417106 | 28,931 | 838,350 | SH | SOLE | 838,350 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 72,877 | 1,156,410 | SH | SOLE | 1,156,410 | 0 | 0 | ||
| RMR GROUP INC | CL A | 74967R106 | 5,114 | 186,159 | SH | SOLE | 186,159 | 0 | 0 | ||
| SAUL CTRS INC | COM | 804395101 | 8,522 | 320,612 | SH | SOLE | 320,612 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 13,259 | 205,000 | SH | Call | SOLE | 205,000 | 0 | 0 | |