The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
FIRST INDL RLTY TR INC COM 32054K103   49,978,061 863,925 SH   SOLE   863,925 0 0
INVITATION HOMES INC COM 46187W107   48,871,824 1,966,673 SH   SOLE   1,966,673 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   47,678,854 1,011,002 SH   SOLE   1,011,002 0 0
NATIONAL HEALTH INVS INC COM 63633D104   47,484,792 587,247 SH   SOLE   587,247 0 0
EQUINIX INC COM 29444U700   46,329,083 47,263 SH   SOLE   47,263 0 0
SIMON PPTY GROUP INC NEW COM 828806109   40,563,933 217,466 SH   SOLE   217,466 0 0
SUN CMNTYS INC COM 866674104   34,727,802 275,705 SH   SOLE   275,705 0 0
VENTAS INC COM 92276F100   30,046,544 367,407 SH   SOLE   367,407 0 0
TANGER INC COM 875465106   27,147,132 798,915 SH   SOLE   798,915 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   26,599,319 288,277 SH   SOLE   288,277 0 0
CBRE GROUP INC CL A 12504L109   25,090,579 185,225 SH   SOLE   185,225 0 0
CURBLINE PPTYS CORP COM 23128Q101   23,341,807 905,072 SH   SOLE   905,072 0 0
OUTFRONT MEDIA INC COM NEW 69007J304   22,636,141 854,194 SH   SOLE   854,194 0 0
PROLOGIS INC. COM 74340W103   22,316,742 168,836 SH   SOLE   168,836 0 0
DIGITAL RLTY TR INC COM 253868103   20,555,834 114,066 SH   SOLE   114,066 0 0
GAMING & LEISURE P COM 36467J108   19,727,923 444,623 SH   SOLE   444,623 0 0
MARRIOTT INTL INC NEW CL A 571903202   19,547,666 59,766 SH   SOLE   59,766 0 0
LAMAR ADVERTISING CO CL A 512816109   16,979,533 134,056 SH   SOLE   134,056 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   11,401,464 642,336 SH   SOLE   642,336 0 0
SBA COMMUNICATIONS CORP CL A 78410G104   10,342,778 60,094 SH   SOLE   60,094 0 0