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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 23,914 148,000 SH   OTR 1 148,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,293 8,000 SH   SOLE 0 8,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 29,647 129,000 SH   OTR 1 129,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,816 7,900 SH   SOLE 0 7,900 0 0
AMERICOLD RLTY TR COM 03064D108 16,380 467,196 SH   OTR 1 467,196 0 0
AMERICOLD RLTY TR COM 03064D108 1,220 34,804 SH   SOLE 0 34,804 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 10,928 218,611 SH   OTR 1 218,611 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 13,397 287,300 SH   OTR 1 287,300 0 0
COSTAR GROUP INC COM 22160N109 11,966 20,000 SH   OTR 1 20,000 0 0
COSTAR GROUP INC COM 22160N109 658 1,100 SH   SOLE 0 1,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 20,470 144,000 SH   OTR 1 144,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,429 10,050 SH   SOLE 0 10,050 0 0
CYRUSONE INC COM 23283R100 24,981 381,800 SH   OTR 1 381,800 0 0
CYRUSONE INC COM 23283R100 1,322 20,200 SH   SOLE 0 20,200 0 0
DRIVE SHACK INC COM 262077100 12,239 3,344,000 SH   OTR 1 3,344,000 0 0
DRIVE SHACK INC COM 262077100 2,209 603,628 SH   SOLE 0 603,628 0 0
EQUINIX INC COM 29444U700 10,857 18,600 SH   OTR 1 18,600 0 0
EQUINIX INC COM 29444U700 1,068 1,830 SH   SOLE 0 1,830 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 14,965 212,600 SH   OTR 1 212,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,295 18,400 SH   SOLE 0 18,400 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 24,796 1,269,004 SH   OTR 1 1,269,004 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2,800 143,570 SH   SOLE 0 143,570 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 25,358 491,621 SH   OTR 1 491,621 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,878 36,405 SH   SOLE 0 36,405 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 12,801 168,725 SH   OTR 1 168,725 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 4 48 SH   SOLE 0 48 0 0
INVITATION HOMES INC COM 46187W107 11,178 372,964 SH   OTR 1 372,964 0 0
LAS VEGAS SANDS CORP COM 517834107 9,757 141,328 SH   OTR 1 141,328 0 0
LAS VEGAS SANDS CORP COM 517834107 330 4,778 SH   SOLE 0 4,778 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 17,242 512,861 SH   OTR 1 512,861 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,199 35,651 SH   SOLE 0 35,651 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 594 36,857 SH   SOLE 0 36,857 0 0
PROLOGIS INC COM 74340W103 6,613 74,182 SH   OTR 1 74,182 0 0
PROLOGIS INC COM 74340W103 519 5,818 SH   SOLE 0 5,818 0 0
REXFORD INDL RLTY INC COM 76169C100 5,948 130,247 SH   OTR 1 130,247 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 16,990 70,500 SH   OTR 1 70,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,157 4,800 SH   SOLE 0 4,800 0 0
SUN CMNTYS INC COM 866674104 11,633 77,500 SH   OTR 1 77,500 0 0
SUN CMNTYS INC COM 866674104 1,261 8,400 SH   SOLE 0 8,400 0 0
SWITCH INC CL A 87105L104 31,329 2,113,934 SH   OTR 1 2,113,934 0 0
SWITCH INC CL A 87105L104 2,347 158,376 SH   SOLE 0 158,376 0 0
WYNN RESORTS LTD COM 983134107 12,304 88,600 SH   OTR 1 88,600 0 0
WYNN RESORTS LTD COM 983134107 323 2,325 SH   SOLE 0 2,325 0 0