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 |
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 11,088 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 37,604 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| CAPITAL SR LIVING CORP | COM | 140475104 | 2,840 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 9,445 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 9,059 | 348,963 | SH | SOLE | 348,963 | 0 | 0 | ||
| DDR CORP | COM | 23317H102 | 20,048 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 11,435 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| FOUNDATION BLDG MATLS INC | COM | 350392106 | 5,099 | 319,292 | SH | SOLE | 319,292 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 20,756 | 252,748 | SH | SOLE | 252,748 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 20,286 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| NORTHSTAR REALTY EUROPE CORP | COM | 66706L101 | 10,875 | 938,274 | SH | SOLE | 938,274 | 0 | 0 | ||
| PARKWAY INC | COM | 70156Q107 | 12,929 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| PENNSYLVANIA RL ESTATE INVT | SH BEN INT | 709102107 | 24,224 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 10,203 | 209,300 | SH | SOLE | 209,300 | 0 | 0 | ||
| RAMCO-GERSHENSON PPTYS TR | COM SH BEN INT | 751452202 | 11,229 | 800,900 | SH | SOLE | 800,900 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 8,428 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | 15,010 | 475,000 | SH | Put | SOLE | 475,000 | 0 | 0 | |
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 24,059 | 2,375,000 | SH | SOLE | 2,375,000 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 23,107 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| WASHINGTON PRIME GROUP NEW | COM | 93964W108 | 15,817 | 1,820,159 | SH | SOLE | 1,820,159 | 0 | 0 | ||