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 | 6,388 | 296,293 | SH | SOLE | 296,293 | 0 | 0 | ||
| Apartment Investment & Managem | CL A | 03748R101 | 5,829 | 180,633 | SH | SOLE | 180,633 | 0 | 0 | ||
| Apollo Commercial Real Estate | COM | 03762U105 | 1,649 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Ashford Hospitality Trust Inc | COM SHS | 044103109 | 8,024 | 695,314 | SH | SOLE | 695,314 | 0 | 0 | ||
| Boston Properties Inc | COM | 101121101 | 1,737 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
| Camden Property Trust | SH BEN INT | 133131102 | 2,661 | 37,400 | SH | SOLE | 37,400 | 0 | 0 | ||
| Capital Senior Living Corp | COM | 140475104 | 7,375 | 309,365 | SH | SOLE | 309,365 | 0 | 0 | ||
| Douglas Emmett Inc | COM | 25960P109 | 2,822 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Education Realty Trust Inc | COM | 28140H104 | 3,492 | 325,137 | SH | SOLE | 325,137 | 0 | 0 | ||
| FelCor Lodging Trust Inc | COM | 31430F101 | 872 | 82,939 | SH | SOLE | 82,939 | 0 | 0 | ||
| First NBC Bank Holding Company | COM | 32115D106 | 6,607 | 197,172 | SH | SOLE | 197,172 | 0 | 0 | ||
| Gramercy Property Trust Inc | COM | 38489R100 | 3,478 | 574,910 | SH | SOLE | 574,910 | 0 | 0 | ||
| Howard Hughes Corp/The | COM | 44267D107 | 6,427 | 40,721 | SH | SOLE | 40,721 | 0 | 0 | ||
| Hudson Pacific Properties Inc | COM | 444097109 | 4,056 | 160,065 | SH | SOLE | 160,065 | 0 | 0 | ||
| Independent Bank Group Inc | COM | 45384B106 | 5,103 | 91,659 | SH | SOLE | 91,659 | 0 | 0 | ||
| La Quinta Holdings Inc. | COM | 50420D108 | 266 | 13,900 | SH | SOLE | 13,900 | 0 | 0 | ||
| La-Z-Boy Inc | COM | 505336107 | 514 | 22,200 | SH | SOLE | 22,200 | 0 | 0 | ||
| NorthStar Realty Finance Corp | COM | 66704R100 | 9,009 | 518,350 | SH | SOLE | 518,350 | 0 | 0 | ||
| RLJ Lodging Trust | COM | 74965L101 | 1,965 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| SeaWorld Entertainment Inc | COM | 81282V100 | 7,959 | 280,925 | SH | SOLE | 280,925 | 0 | 0 | ||
| Spirit Realty Capital Inc | COM | 84860W102 | 7,447 | 655,509 | SH | SOLE | 655,509 | 0 | 0 | ||
| Vail Resorts Inc | COM | 91879Q109 | 6,893 | 89,306 | SH | SOLE | 89,306 | 0 | 0 | ||
| Vector Group Ltd | COM | 92240M108 | 7,122 | 344,402 | SH | SOLE | 344,402 | 0 | 0 | ||