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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
21VIANET GROUP INCSPONSORED ADS A90138A10344,1861,367,976SH OTR11,367,97600
21VIANET GROUP INCSPONSORED ADS A90138A1036,682206,879SH SOLE0206,87900
ALEXANDRIA REAL ESTATE EQ INCOM01527110918,668113,619SH OTR1113,61900
ALEXANDRIA REAL ESTATE EQ INCOM0152711093,72222,655SH SOLE022,65500
AMERICAN TOWER CORP NEWCOM03027X10053,842225,225SH OTR1225,22500
AMERICAN TOWER CORP NEWCOM03027X1008,09133,843SH SOLE033,84300
AVALONBAY CMNTYS INCCOM0534841016,44034,901SH OTR134,90100
AVALONBAY CMNTYS INCCOM0534841019265,017SH SOLE05,01700
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A11275Q10712,122158,726SH OTR1158,72600
BROOKFIELD RENEWABLE CORPCL A SUB VTG11284V10523,984512,472SH OTR1512,47200
CAESARS ENTERTAINMENT INC NECOM12769G10057,945662,609SH OTR1662,60900
CAESARS ENTERTAINMENT INC NECOM12769G1009,625110,058SH SOLE0110,05800
CAMDEN PPTY TRSH BEN INT1331311026,50759,203SH OTR159,20300
CAMDEN PPTY TRSH BEN INT1331311029358,510SH SOLE08,51000
CHINDATA GROUP HLDGS LTDADS16955F10729,8891,807,065SH OTR11,807,06500
CHINDATA GROUP HLDGS LTDADS16955F1074,517273,095SH SOLE0273,09500
COLONY CAP INC NEWCL A COM19626G10826,0514,020,247SH OTR14,020,24700
COLONY CAP INC NEWCL A COM19626G1083,887599,811SH SOLE0599,81100
COSTAR GROUP INCCOM22160N10923,64228,766SH OTR128,76600
COSTAR GROUP INCCOM22160N1093,5354,301SH SOLE04,30100
CROWN CASTLE INTL CORP NEWCOM22822V10122,110128,448SH OTR1128,44800
CROWN CASTLE INTL CORP NEWCOM22822V1013,41719,849SH SOLE019,84900
DRIVE SHACK INCCOM26207710010,2393,189,868SH OTR13,189,86800
DRIVE SHACK INCCOM2620771002,680834,812SH SOLE0834,81200
EQUINIX INCCOM29444U70019,15528,186SH OTR128,18600
EQUINIX INCCOM29444U7002,9094,280SH SOLE04,28000
EQUITY LIFESTYLE PPTYS INCCOM29472R1086,602103,733SH OTR1103,73300
EQUITY LIFESTYLE PPTYS INCCOM29472R1081,04116,362SH SOLE016,36200
ESSEX PPTY TR INCCOM2971781056,38423,483SH OTR123,48300
ESSEX PPTY TR INCCOM2971781059173,375SH SOLE03,37500
FORTRESS TRANS INFRST INVS LCOM REP LTD LIAB34960P10160,4782,145,386SH OTR12,145,38600
FORTRESS TRANS INFRST INVS LCOM REP LTD LIAB34960P1018,656307,076SH SOLE0307,07600
GDS HLDGS LTDSPONSORED ADS36165L10826,052321,272SH OTR1321,27200
GDS HLDGS LTDSPONSORED ADS36165L1084,01849,546SH SOLE049,54600
HILTON GRAND VACATIONS INCCOM43283X10530,321808,780SH OTR1808,78000
HILTON GRAND VACATIONS INCCOM43283X1054,170111,236SH SOLE0111,23600
INNOVATIVE INDL PPTYS INCCOM45781V10131,278176,962SH OTR1176,96200
INNOVATIVE INDL PPTYS INCCOM45781V1013,47219,646SH SOLE019,64600
INVITATION HOMES INCCOM46187W10724,159749,129SH OTR1749,12900
INVITATION HOMES INCCOM46187W1072,77085,878SH SOLE085,87800
LAS VEGAS SANDS CORPCOM51783410717,315284,972SH OTR1284,97200
LAS VEGAS SANDS CORPCOM5178341071,28921,208SH SOLE021,20800
MARRIOTT VACTINS WORLDWID COCOM57164Y1076,36436,538SH OTR136,53800
MARRIOTT VACTINS WORLDWID COCOM57164Y1079245,307SH SOLE05,30700
MGM RESORTS INTERNATIONALCOM55295310118,084476,030SH OTR1476,03000
MGM RESORTS INTERNATIONALCOM5529531012,67870,496SH SOLE070,49600
PROLOGIS INC.COM74340W1038,03675,811SH OTR175,81100
PROLOGIS INC.COM74340W1031,52014,342SH SOLE014,34200
REXFORD INDL RLTY INCCOM76169C1009,207182,683SH OTR1182,68300
REXFORD INDL RLTY INCCOM76169C1001,51530,068SH SOLE030,06800
SBA COMMUNICATIONS CORP NEWCL A78410G10417,11561,665SH OTR161,66500
SBA COMMUNICATIONS CORP NEWCL A78410G1042,6229,448SH SOLE09,44800
SUN CMNTYS INCCOM8666741047,91452,744SH OTR152,74400
SUN CMNTYS INCCOM8666741041,0066,702SH SOLE06,70200
SWITCH INCCL A87105L10434,3932,115,220SH OTR12,115,22000
SWITCH INCCL A87105L1045,973367,317SH SOLE0367,31700
TERRENO RLTY CORPCOM88146M1019,274160,530SH OTR1160,53000
TERRENO RLTY CORPCOM88146M1011,38824,023SH SOLE024,02300
UDR INCCOM9026531046,492146,211SH OTR1146,21100
UDR INCCOM90265310493321,018SH SOLE021,01800