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 CAMPUS CMNTYS INC | COM | 024835100 | 48,233 | 1,381,248 | SH | SOLE | 1,381,248 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 41,491 | 1,456,845 | SH | SOLE | 1,456,845 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 30,048 | 840,504 | SH | SOLE | 840,504 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R754 | 69,682 | 2,066,474 | SH | SOLE | 2,066,474 | 0 | 0 | ||
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | 15,150 | 1,576,476 | SH | SOLE | 1,576,476 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 1,235 | 486,209 | SH | SOLE | 486,209 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 26,167 | 157,160 | SH | SOLE | 157,160 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 36,344 | 480,549 | SH | SOLE | 480,549 | 0 | 0 | ||
| EPR PPTYS | COM SH BEN INT | 26884U109 | 4,052 | 147,339 | SH | SOLE | 147,339 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 18,163 | 23,895 | SH | SOLE | 23,895 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 27,665 | 695,103 | SH | SOLE | 695,103 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 21,708 | 775,578 | SH | SOLE | 775,578 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 5,420 | 249,200 | SH | SOLE | 249,200 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 24,689 | 1,696,820 | SH | SOLE | 1,696,820 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 37,441 | 594,111 | SH | SOLE | 594,111 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 14,173 | 283,860 | SH | SOLE | 283,860 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 44,709 | 140,383 | SH | SOLE | 140,383 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 19,299 | 459,940 | SH | SOLE | 459,940 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 32,854 | 5,054,504 | SH | SOLE | 5,054,504 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 26,497 | 1,133,810 | SH | SOLE | 1,133,810 | 0 | 0 | ||