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 |
| AMERICOLD RLTY TR | COM | 03064D108 | 26,886 | 1,074,590 | SH | SOLE | 1,074,590 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 27,537 | 624,000 | SH | SOLE | 624,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 31,982 | 944,829 | SH | SOLE | 944,829 | 0 | 0 | ||
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 5,362 | 341,120 | SH | SOLE | 341,120 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 7,770 | 790,400 | SH | SOLE | 790,400 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 2,254 | 35,344 | SH | SOLE | 35,344 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 16,343 | 691,338 | SH | SOLE | 691,338 | 0 | 0 | ||
| COUSINS PPTYS INC | COM | 222795106 | 9,985 | 1,123,200 | SH | SOLE | 1,123,200 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 6,900 | 163,592 | SH | SOLE | 163,592 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 19,671 | 404,760 | SH | SOLE | 404,760 | 0 | 0 | ||
| EMPIRE ST RLTY TR INC | CL A | 292104106 | 16,791 | 1,010,880 | SH | SOLE | 1,010,880 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 12,831 | 29,640 | SH | SOLE | 29,640 | 0 | 0 | ||
| FEDERAL REALTY INVT TR | SH BEN INT NEW | 313747206 | 8,023 | 63,440 | SH | SOLE | 63,440 | 0 | 0 | ||
| FIRST INDUSTRIAL REALTY TRUS | COM | 32054K103 | 34,908 | 1,111,720 | SH | SOLE | 1,111,720 | 0 | 0 | ||
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | 9,390 | 365,507 | SH | SOLE | 365,507 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 31,168 | 884,200 | SH | SOLE | 884,200 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 3,325 | 94,640 | SH | SOLE | 94,640 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 4,541 | 80,496 | SH | SOLE | 80,496 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 13,588 | 516,254 | SH | SOLE | 516,254 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 16,503 | 618,800 | SH | SOLE | 618,800 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 10,353 | 128,159 | SH | SOLE | 128,159 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 11,804 | 56,982 | SH | SOLE | 56,982 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 36,605 | 1,118,720 | SH | SOLE | 1,118,720 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 24,497 | 364,000 | SH | SOLE | 364,000 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 26,199 | 711,339 | SH | SOLE | 711,339 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 23,121 | 547,241 | SH | SOLE | 547,241 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 5,091 | 53,503 | SH | SOLE | 53,503 | 0 | 0 | ||
| M D C HLDGS INC | COM | 552676108 | 7,386 | 249,682 | SH | SOLE | 249,682 | 0 | 0 | ||
| MACK CALI RLTY CORP | COM | 554489104 | 4,588 | 215,803 | SH | SOLE | 215,803 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 27,708 | 600,644 | SH | SOLE | 600,644 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 19,706 | 62,494 | SH | SOLE | 62,494 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 7,898 | 529,688 | SH | SOLE | 529,688 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 5,506 | 260,320 | SH | SOLE | 260,320 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,373 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 10,919 | 190,120 | SH | SOLE | 190,120 | 0 | 0 | ||
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | 5,521 | 168,480 | SH | SOLE | 168,480 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 16,281 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 28,515 | 866,177 | SH | SOLE | 866,177 | 0 | 0 | ||
| PROLOGIS INC | COM | 74340W103 | 8,759 | 129,205 | SH | SOLE | 129,205 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 36,852 | 863,641 | SH | SOLE | 863,641 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 11,568 | 178,880 | SH | SOLE | 178,880 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 9,103 | 746,720 | SH | SOLE | 746,720 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 300 | 5,280 | SH | SOLE | 5,280 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 8,617 | 400,400 | SH | SOLE | 400,400 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 25,567 | 251,792 | SH | SOLE | 251,792 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 816 | 7,280 | SH | SOLE | 7,280 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 7,503 | 82,559 | SH | SOLE | 82,559 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 15,018 | 195,090 | SH | SOLE | 195,090 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 11,262 | 68,840 | SH | SOLE | 68,840 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 3,295 | 45,136 | SH | SOLE | 45,136 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 6,252 | 210,080 | SH | SOLE | 210,080 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 15,346 | 442,000 | SH | SOLE | 442,000 | 0 | 0 | ||