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
AGREE RLTY CORP COM 008492100   28,233,891 386,448 SH   SOLE   386,448 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   67,172,771 1,828,328 SH   SOLE   1,828,328 0 0
CARETRUST REIT INC COM 14174T107   26,495,775 865,875 SH   SOLE   865,875 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   52,517,474 1,867,620 SH   SOLE   1,867,620 0 0
CROWN CASTLE INC COM 22822V101   63,916,346 622,178 SH   SOLE   622,178 0 0
CUBESMART COM 229663109   2,386,503 56,153 SH   SOLE   56,153 0 0
CURBLINE PPTYS CORP COM 23128Q101   54,124,839 2,370,777 SH   SOLE   2,370,777 0 0
DIGITAL RLTY TR INC COM 253868103   34,726,885 199,202 SH   SOLE   199,202 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   18,805,070 1,816,915 SH   SOLE   1,816,915 0 0
EQUINIX INC COM 29444U700   64,490,344 81,072 SH   SOLE   81,072 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   70,580,907 1,045,798 SH   SOLE   1,045,798 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   47,516,563 500,227 SH   SOLE   500,227 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   2,188,592 46,885 SH   SOLE   46,885 0 0
HIGHWOODS PPTYS INC COM 431284108   38,783,842 1,247,470 SH   SOLE   1,247,470 0 0
HYATT HOTELS CORP COM CL A 448579102   74,263,915 531,786 SH   SOLE   531,786 0 0
LINEAGE INC COM 53566V106   36,045,527 828,252 SH   SOLE   828,252 0 0
MERITAGE HOMES CORP COM 59001A102   1,757,025 26,236 SH   SOLE   26,236 0 0
OUTFRONT MEDIA INC COM NEW 69007J304   35,722,946 2,188,906 SH   SOLE   2,188,906 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   39,170,806 396,988 SH   SOLE   396,988 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   36,254,364 154,379 SH   SOLE   154,379 0 0
TANGER INC COM 875465106   57,768,586 1,889,097 SH   SOLE   1,889,097 0 0
UDR INC COM 902653104   2,082,983 51,016 SH   SOLE   51,016 0 0
VAIL RESORTS INC COM 91879Q109   71,753,257 456,649 SH   SOLE   456,649 0 0
VENTAS INC COM 92276F100   37,752,838 597,828 SH   SOLE   597,828 0 0
WELLTOWER INC COM 95040Q104   37,853,092 246,231 SH   SOLE   246,231 0 0
WP CAREY INC COM 92936U109   37,694,363 604,270 SH   SOLE   604,270 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   409,786 5,046 SH   SOLE   5,046 0 0