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 HOMES 4 RENT | CL A | 02665T306 | 64,347 | 1,656,300 | SH | SOLE | 1,656,300 | 0 | 0 | ||
| APARTMENT INCOME REIT CORP | COM | 03750L109 | 63,111 | 1,330,603 | SH | SOLE | 1,330,603 | 0 | 0 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 84,896 | 639,900 | SH | SOLE | 639,900 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 16,683 | 224,500 | SH | SOLE | 224,500 | 0 | 0 | ||
| FIVE STAR SENIOR LIVING INC | COM NEW | 33832D205 | 8,897 | 1,544,580 | SH | SOLE | 1,544,580 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 62,545 | 2,342,500 | SH | SOLE | 2,342,500 | 0 | 0 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 15,798 | 162,100 | SH | SOLE | 162,100 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 64,758 | 1,736,600 | SH | SOLE | 1,736,600 | 0 | 0 | ||
| ISTAR INC | COM | 45031U101 | 3,746 | 180,700 | SH | SOLE | 180,700 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 102,068 | 3,239,241 | SH | SOLE | 3,239,241 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 23,190 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| QTS RLTY TR INC | COM CL A | 74736A103 | 65,426 | 846,394 | SH | SOLE | 846,394 | 0 | 0 | ||
| RETAIL VALUE INC | COM | 76133Q102 | 15,303 | 703,589 | SH | SOLE | 703,589 | 0 | 0 | ||