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 | 61,431 | 1,314,886 | SH | SOLE | 1,314,886 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 34,945 | 899,479 | SH | SOLE | 899,479 | 0 | 0 | ||
| APARTMENT INCOME REIT CORP | COM | 03750L109 | 65,853 | 1,388,427 | SH | SOLE | 1,388,427 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 28,361 | 135,900 | SH | SOLE | 135,900 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 27,021 | 439,437 | SH | SOLE | 439,437 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 23,904 | 264,517 | SH | SOLE | 264,517 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 62,330 | 1,193,379 | SH | SOLE | 1,193,379 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 18,573 | 448,725 | SH | SOLE | 448,725 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 12,857 | 65,780 | SH | SOLE | 65,780 | 0 | 0 | ||
| LEXINGTON REALTY TRUST | COM | 529043101 | 22,090 | 1,848,570 | SH | SOLE | 1,848,570 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 4,316 | 260,500 | SH | SOLE | 260,500 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 12,608 | 344,291 | SH | SOLE | 344,291 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 10,673 | 250,240 | SH | SOLE | 250,240 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 22,023 | 916,460 | SH | SOLE | 916,460 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 34,186 | 113,692 | SH | SOLE | 113,692 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 32,496 | 101,964 | SH | SOLE | 101,964 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 3,900 | 90,104 | SH | SOLE | 90,104 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 11,192 | 35,360 | SH | SOLE | 35,360 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 28,093 | 492,005 | SH | SOLE | 492,005 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 16,725 | 539,177 | SH | SOLE | 539,177 | 0 | 0 | ||