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 RESIDENTIAL PPTYS I | COM | 02927E303 | 8,671 | 471,225 | SH | SOLE | 471,225 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 6,539 | 40,900 | SH | SOLE | 40,900 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 4,780 | 129,200 | SH | SOLE | 129,200 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 7,249 | 103,300 | SH | SOLE | 103,300 | 0 | 0 | ||
| ESSEX PPTY TR INC | COM | 297178105 | 4,520 | 21,269 | SH | SOLE | 21,269 | 0 | 0 | ||
| FIRST POTOMAC RLTY TR | COM | 33610F109 | 5,625 | 553,444 | SH | SOLE | 553,444 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 7,485 | 271,700 | SH | SOLE | 271,700 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 4,595 | 26,871 | SH | SOLE | 26,871 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 6,265 | 93,296 | SH | SOLE | 93,296 | 0 | 0 | ||
| MACK CALI RLTY CORP | COM | 554489104 | 8,727 | 477,400 | SH | SOLE | 477,400 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 34,292 | 1,879,000 | SH | SOLE | 1,879,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | CALL | 552953901 | 19,710 | 1,080,000 | SH | Call | SOLE | 1,080,000 | 0 | 0 | |
| NEW YORK REIT INC | COM | 64976L109 | 18,922 | 1,916,219 | SH | SOLE | 1,916,219 | 0 | 0 | ||
| PARKWAY PPTYS INC | COM | 70159Q104 | 4,934 | 282,911 | SH | SOLE | 282,911 | 0 | 0 | ||
| PENNSYLVANIA RL ESTATE INVT | SH BEN INT | 709102107 | 6,440 | 301,793 | SH | SOLE | 301,793 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 7,161 | 192,100 | SH | SOLE | 192,100 | 0 | 0 | ||
| PINNACLE ENTMT INC | PUT | 723456959 | 2,237 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 8,497 | 73,905 | SH | SOLE | 73,905 | 0 | 0 | ||
| SILVER BAY RLTY TR CORP | COM | 82735Q102 | 5,007 | 307,341 | SH | SOLE | 307,341 | 0 | 0 | ||
| SL GREEN RLTY CORP | COM | 78440X101 | 4,730 | 43,040 | SH | SOLE | 43,040 | 0 | 0 | ||