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 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 17,031 | 141,369 | SH | SOLE | 141,369 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 8,376 | 63,300 | SH | SOLE | 63,300 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 9,797 | 228,000 | SH | SOLE | 228,000 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 7,840 | 533,000 | SH | SOLE | 533,000 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 5,149 | 350,000 | SH | Call | SOLE | 350,000 | 0 | 0 | |
| CALATLANTIC GROUP INC | COM | 128195104 | 4,928 | 139,397 | SH | SOLE | 139,397 | 0 | 0 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 7,259 | 84,889 | SH | SOLE | 84,889 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 3,752 | 67,297 | SH | SOLE | 67,297 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 8,939 | 20,830 | SH | SOLE | 20,830 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 4,549 | 69,102 | SH | SOLE | 69,102 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 3,819 | 197,241 | SH | SOLE | 197,241 | 0 | 0 | ||
| FIRST INDUSTRIAL REALTY TRUS | COM | 32054K103 | 6,317 | 220,707 | SH | SOLE | 220,707 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 12,131 | 501,890 | SH | SOLE | 501,890 | 0 | 0 | ||
| GGP INC | COM | 36174X101 | 6,361 | 270,000 | SH | Call | SOLE | 270,000 | 0 | 0 | |
| GGP INC | COM | 36174X101 | 7,423 | 315,072 | SH | SOLE | 315,072 | 0 | 0 | ||
| GRAMERCY PPTY TR | COM NEW | 385002308 | 8,943 | 301,000 | SH | SOLE | 301,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 28,184 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| ISTAR INC | COM | 45031U101 | 8,239 | 684,330 | SH | SOLE | 684,330 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 7,334 | 97,596 | SH | SOLE | 97,596 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 5,443 | 54,259 | SH | SOLE | 54,259 | 0 | 0 | ||
| PHYSICIANS RLTY TR | COM | 71943U104 | 10,714 | 532,000 | SH | SOLE | 532,000 | 0 | 0 | ||
| PROLOGIS INC | COM | 74340W103 | 3,694 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| RAMCO-GERSHENSON PPTYS TR | COM SH BEN INT | 751452202 | 4,588 | 355,626 | SH | SOLE | 355,626 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 6,706 | 41,455 | SH | SOLE | 41,455 | 0 | 0 | ||
| SL GREEN RLTY CORP | COM | 78440X101 | 9,104 | 86,045 | SH | SOLE | 86,045 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 24,180 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| STAG INDL INC | COM | 85254J102 | 12,136 | 439,703 | SH | SOLE | 439,703 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 14,962 | 170,627 | SH | SOLE | 170,627 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 7,404 | 187,400 | SH | SOLE | 187,400 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 3,561 | 51,250 | SH | SOLE | 51,250 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 5,194 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||