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 |
| Ameris Bancorp | COM | 03076K108 | 1,130 | 48,500 | SH | SOLE | 48,500 | 0 | 0 | ||
| Ashford Hospitality Trust Inc | COM SHS | 044103109 | 6,165 | 547,039 | SH | SOLE | 547,039 | 0 | 0 | ||
| CBL & Associates Properties In | COM | 124830100 | 2,423 | 136,498 | SH | SOLE | 136,498 | 0 | 0 | ||
| Cedar Fair LP | DEPOSITRY UNIT | 150185106 | 6,104 | 119,852 | SH | SOLE | 119,852 | 0 | 0 | ||
| Coresite Realty Corp | COM | 21870Q105 | 3,323 | 107,195 | SH | SOLE | 107,195 | 0 | 0 | ||
| FelCor Lodging Trust Inc | COM | 31430F101 | 4,635 | 512,775 | SH | SOLE | 512,775 | 0 | 0 | ||
| First NBC Bank Holding Company | COM | 32115D106 | 11,443 | 328,262 | SH | SOLE | 328,262 | 0 | 0 | ||
| Forestar Group Inc | COM | 346233109 | 7,588 | 426,267 | SH | SOLE | 426,267 | 0 | 0 | ||
| Geo Group Inc/The | COM | 36159R103 | 6,532 | 202,606 | SH | SOLE | 202,606 | 0 | 0 | ||
| Gramercy Property Trust Inc | COM | 38489R100 | 3,721 | 721,096 | SH | SOLE | 721,096 | 0 | 0 | ||
| Howard Hughes Corp/The | COM | 44267D107 | 5,880 | 41,200 | SH | SOLE | 41,200 | 0 | 0 | ||
| Independent Bank Group Inc | COM | 45384B106 | 12,837 | 218,499 | SH | SOLE | 218,499 | 0 | 0 | ||
| Kite Realty Group Trust | COM | 49803T102 | 3,013 | 502,228 | SH | SOLE | 502,228 | 0 | 0 | ||
| Oil States International | COM | 678026105 | 8,381 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| OmniAmerican Bancorp Inc | COM | 68216R107 | 8,440 | 370,349 | SH | SOLE | 370,349 | 0 | 0 | ||
| Sotheby's | COM | 835898107 | 5,666 | 130,100 | SH | SOLE | 130,100 | 0 | 0 | ||
| Spirit Realty Capital Inc | COM | 84860W102 | 5,684 | 517,700 | SH | SOLE | 517,700 | 0 | 0 | ||
| Universal Health Services Inc | CL B | 913903100 | 4,612 | 56,200 | SH | SOLE | 56,200 | 0 | 0 | ||
| Vail Resorts Inc | COM | 91879Q109 | 7,441 | 106,755 | SH | SOLE | 106,755 | 0 | 0 | ||
| Vector Group Ltd | COM | 92240M108 | 5,875 | 272,751 | SH | SOLE | 272,751 | 0 | 0 | ||