The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 4,769 | 13,689 | SH | SOLE | 13,689 | 0 | 0 | ||
APARTMENT INVT & MGMT CO | CL A | 03748R754 | 54,905 | 1,053,032 | SH | SOLE | 1,053,032 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 27,550 | 1,150,332 | SH | SOLE | 1,150,332 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 477,928 | 9,067,128 | SH | SOLE | 9,067,128 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 79,726 | 885,746 | SH | SOLE | 885,746 | 0 | 0 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 129,700 | 8,859,268 | SH | SOLE | 8,859,268 | 0 | 0 | ||
FIRST INDUSTRIAL REALTY TRUS | COM | 32054K103 | 13,471 | 340,533 | SH | SOLE | 340,533 | 0 | 0 | ||
FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | 48,463 | 6,461,780 | SH | SOLE | 6,461,780 | 0 | 0 | ||
FORESTAR GROUP INC | COM | 346232101 | 85,585 | 4,681,873 | SH | SOLE | 4,681,873 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 251,747 | 7,867,092 | SH | SOLE | 7,867,092 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 135,744 | 1,457,888 | SH | SOLE | 1,457,888 | 0 | 0 | ||
HOST HOTELS & RESORTS INC | COM | 44107P104 | 88,594 | 5,123,976 | SH | SOLE | 5,123,976 | 0 | 0 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 89,723 | 2,681,496 | SH | SOLE | 2,681,496 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 218,882 | 2,971,119 | SH | SOLE | 2,971,119 | 0 | 0 | ||
JBG SMITH PPTYS | COM | 46590V100 | 45,214 | 1,153,127 | SH | SOLE | 1,153,127 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 44,439 | 319,566 | SH | SOLE | 319,566 | 0 | 0 | ||
KILROY RLTY CORP | COM | 49427F108 | 53,736 | 689,901 | SH | SOLE | 689,901 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 77,398 | 1,340,000 | SH | SOLE | 1,340,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 151,624 | 2,714,845 | SH | SOLE | 2,714,845 | 0 | 0 | ||
LIBERTY PPTY TR | SH BEN INT | 531172104 | 98,861 | 1,925,997 | SH | SOLE | 1,925,997 | 0 | 0 | ||
LYON WILLIAM HOMES | CL A NEW | 552074700 | 64,907 | 3,187,943 | SH | SOLE | 3,187,943 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 155,998 | 591,977 | SH | SOLE | 591,977 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 25,225 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
OMEGA HEALTHCARE INVS INC | COM | 681936100 | 13,791 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 204,350 | 3,233,385 | SH | SOLE | 3,233,385 | 0 | 0 | ||
PARAMOUNT GROUP INC | COM | 69924R108 | 120,125 | 8,998,096 | SH | SOLE | 8,998,096 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 18,356 | 2,344,296 | SH | SOLE | 2,344,296 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 61,159 | 3,012,040 | SH | SOLE | 3,012,040 | 0 | 0 | ||
SABRA HEALTH CARE REIT INC | COM | 78573L106 | 73,357 | 3,194,989 | SH | SOLE | 3,194,989 | 0 | 0 | ||
SL GREEN RLTY CORP | COM | 78440X101 | 95,390 | 1,166,853 | SH | SOLE | 1,166,853 | 0 | 0 | ||
SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 78467X109 | 169,815 | 630,859 | SH | SOLE | 630,859 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 237,416 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
VEREIT INC | COM | 92339V100 | 51,345 | 5,250,000 | SH | SOLE | 5,250,000 | 0 | 0 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 335,021 | 5,261,838 | SH | SOLE | 5,261,838 | 0 | 0 | ||
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 27,435 | 530,245 | SH | SOLE | 530,245 | 0 | 0 |