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 | 54,613 | 1,276,896 | SH | SOLE | 1,276,896 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 31,757 | 1,058,559 | SH | SOLE | 1,058,559 | 0 | 0 | ||
| APARTMENT INCOME REIT CORP | COM | 03750L109 | 53,326 | 1,388,327 | SH | SOLE | 1,388,327 | 0 | 0 | ||
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | 10,281 | 796,391 | SH | SOLE | 796,391 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 2,154 | 486,209 | SH | SOLE | 486,209 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 8,959 | 120,625 | SH | SOLE | 120,625 | 0 | 0 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 8,103 | 81,090 | SH | SOLE | 81,090 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 25,403 | 368,592 | SH | SOLE | 368,592 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 11,947 | 16,728 | SH | SOLE | 16,728 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 25,116 | 596,149 | SH | SOLE | 596,149 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 13,098 | 417,790 | SH | SOLE | 417,790 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 7,852 | 249,200 | SH | SOLE | 249,200 | 0 | 0 | ||
| MONMOUTH REAL ESTATE INVT CO | CL A | 609720107 | 11,943 | 689,530 | SH | SOLE | 689,530 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 22,493 | 1,149,930 | SH | SOLE | 1,149,930 | 0 | 0 | ||
| POTLATCHDELTIC CORPORATION | COM | 737630103 | 13,764 | 275,164 | SH | SOLE | 275,164 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 42,868 | 185,632 | SH | SOLE | 185,632 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 12,691 | 205,098 | SH | SOLE | 205,098 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 29,396 | 104,194 | SH | SOLE | 104,194 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 21,772 | 443,959 | SH | SOLE | 443,959 | 0 | 0 | ||
| VEREIT INC | COM | 92339V308 | 22,638 | 599,054 | SH | SOLE | 599,054 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 25,738 | 1,009,327 | SH | SOLE | 1,009,327 | 0 | 0 | ||