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 |
| ALEXANDERS INC | COM | 014752109 | 1,588 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| ALTISOURCE RESIDENTIAL CORP | CL B | 02153W100 | 947 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| AMERICAN RESIDENTIAL PPTYS I | COM | 02927E303 | 1,259 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ASSOCIATED ESTATES RLTY CORP | COM | 045604105 | 762 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 13,382 | 465,450 | SH | SOLE | 465,450 | 0 | 0 | ||
| CAMPUS CREST CMNTYS INC | COM | 13466Y105 | 911 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 618 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| COLONY FINL INC | COM | 19624R106 | 12,053 | 549,090 | SH | SOLE | 549,090 | 0 | 0 | ||
| ISTAR FINL INC | COM | 45031U101 | 1,476 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 791 | 13,808 | SH | SOLE | 13,808 | 0 | 0 | ||
| MFA FINL INC | COM | 55272X102 | 6,588 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| NEWCASTLE INVT CORP | COM | 65105M108 | 118 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 1,614 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SILVER BAY RLTY TR CORP | COM | 82735Q102 | 776 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 2,870 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,740 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 1,647 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 13,015 | 551,697 | SH | SOLE | 551,697 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 885 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| TWO HBRS INVT CORP | COM | 90187B101 | 14,863 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||