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 | 1,263 | 3,418 | SH | SOLE | 3,418 | 0 | 0 | ||
| AMERICAN RESIDENTIAL PPTYS I | COM | 02927E303 | 1,407 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| APOLLO COML REAL EST FIN INC | COM | 03762U105 | 2,301 | 410,600 | SH | SOLE | 410,600 | 0 | 0 | ||
| APOLLO RESIDENTIAL MTG INC | COM | 03763V102 | 5,836 | 81,673 | SH | SOLE | 81,673 | 0 | 0 | ||
| ASHFORD HOSPITALITY TR INC | COM SHS | 044103109 | 288 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AVIV REIT INC MD | COM | 05381L101 | 648 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 16,380 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 1,501 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| COLONY FINL INC | COM | 19624R106 | 10,217 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| HERSHA HOSPITALITY TR | SH BEN INT A | 427825104 | 671 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 641 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| ISTAR FINL INC | COM | 45031U101 | 1,498 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512815101 | 1,829 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
| MFA FINANCIAL INC CMN | COM | 55272X102 | 2,872 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| NEWCASTLE INVT CORP | COM | 65105M108 | 422 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 1,999 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | 1,909 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| SILVER BAY RLTY TR CORP | COM | 82735Q102 | 816 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 3,159 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 12,237 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 1,818 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| TWO HBRS INVT CORP | COM | 90187B101 | 14,147 | 1,349,917 | SH | SOLE | 1,349,917 | 0 | 0 | ||