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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CUSHMAN WAKEFIELD PLC SHS G2717B108   30,802,108 2,852,047 SH   SOLE   2,852,047 0 0
D R HORTON INC COM 23331A109   99,106,158 652,100 SH Put SOLE   652,100 0 0
DOUGLAS EMMETT INC COM 25960P109   40,829,173 2,815,805 SH   SOLE   2,815,805 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   76,105,207 738,527 SH   SOLE   738,527 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   208,775,290 12,116,964 SH   SOLE   12,116,964 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201   13,770,744 543,439 SH   SOLE   543,439 0 0
NNN REIT INC COM 637417106   194,815,664 4,520,085 SH   SOLE   4,520,085 0 0
PARK HOTELS & RESORTS INC COM 700517105   41,727,185 2,727,267 SH   SOLE   2,727,267 0 0
PROLOGIS INC. COM 74340W103   107,586,430 807,100 SH Put SOLE   807,100 0 0
REALTY INCOME CORP COM 756109104   192,032,462 3,344,348 SH   SOLE   3,344,348 0 0
SITE CTRS CORP COM 82981J109   19,398,652 1,423,232 SH   SOLE   1,423,232 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   62,045,939 2,473,921 SH   SOLE   2,473,921 0 0
SUN CMNTYS INC COM 866674104   57,992,472 433,913 SH   SOLE   433,913 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101   98,052,124 9,138,129 SH   SOLE   9,138,129 0 0
VENTAS INC COM 92276F100   50,562,979 1,014,506 SH   SOLE   1,014,506 0 0
WP CAREY INC COM 92936U109   13,720,601 211,705 SH   SOLE   211,705 0 0