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
21VIANET GROUP INC SPONSORED ADS A 90138A103 8,034 350,000 SH Call DFND 2 350,000 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 15,491 675,000 SH   DFND 1 675,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 342,594 17,425,946 SH   DFND 3 17,425,946 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 5,056 276,000 SH   DFND 2 276,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,214 230,000 SH   DFND 3 230,000 0 0
ALEXANDERS INC COM 014752109 1,500 5,600 SH   DFND 2 5,600 0 0
ALEXANDERS INC COM 014752109 2,546 9,500 SH   DFND 3 9,500 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,820 10,000 SH   DFND 2 10,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,183 12,000 SH   DFND 3 12,000 0 0
ALTICE USA INC CL A 02156K103 1,482 43,408 SH   DFND 2 43,408 0 0
AMDOCS LTD SHS G02602103 3,638 47,031 SH   DFND 2 47,031 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 7,500 500,000 SH   DFND 2 500,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 55,379 205,000 SH   DFND 1 205,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 10,684 39,550 SH   DFND 2 39,550 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,186 26,600 SH   DFND 3 26,600 0 0
ARISTA NETWORKS INC COM 040413106 1,505 4,154 SH   DFND 2 4,154 0 0
BROADCOM INC COM 11135F101 2,408 5,050 SH   DFND 2 5,050 0 0
CIENA CORP COM NEW 171779309 2,076 36,500 SH   DFND 2 36,500 0 0
COLONY STARWOOD HOMES NOTE 3.500% 1/1 19625XAB8 3,271 2,000,000 PRN   DFND 3 2,000,000 0 0
COMCAST CORP NEW CL A 20030N101 2,690 47,168 SH   DFND 2 47,168 0 0
CORESITE RLTY CORP COM 21870Q105 23,555 175,000 SH   DFND 1 175,000 0 0
CORESITE RLTY CORP COM 21870Q105 5,182 38,500 SH   DFND 2 38,500 0 0
CORESITE RLTY CORP COM 21870Q105 2,692 20,000 SH   DFND 3 20,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,926 35,500 SH   DFND 3 35,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 53,848 276,000 SH   DFND 1 276,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,706 39,500 SH   DFND 2 39,500 0 0
CYRUSONE INC COM 23283R100 1,502 21,008 SH   DFND 2 21,008 0 0
DISH NETWORK CORPORATION CL A 25470M109 937 22,419 SH   DFND 2 22,419 0 0
EQUINIX INC COM 29444U700 50,965 63,500 SH   DFND 1 63,500 0 0
EQUINIX INC COM 29444U700 9,511 11,850 SH   DFND 2 11,850 0 0
EQUINIX INC COM 29444U700 8,026 10,000 SH   DFND 3 10,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,242 84,000 SH   DFND 2 84,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,499 74,000 SH   DFND 3 74,000 0 0
ERICSSON ADR B SEK 10 294821608 2,483 197,384 SH   DFND 2 197,384 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,420 27,000 SH   DFND 2 27,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,668 21,250 SH   DFND 2 21,250 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 14,717 187,500 SH   DFND 1 187,500 0 0
GRANITE PT MTG TR INC NOTE 6.375%10/0 38741LAC1 988 1,000,000 PRN   DFND 3 1,000,000 0 0
INDUS REALTY TRUST INC COM 45580R103 5,616 85,544 SH   DFND 2 85,544 0 0
INDUS REALTY TRUST INC COM 45580R103 4,520 68,856 SH   DFND 3 68,856 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 5,325 51,000 SH   DFND 2 51,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 5,430 52,000 SH   DFND 3 52,000 0 0
LEXINGTON REALTY TRUST COM 529043101 3,645 305,000 SH   DFND 2 305,000 0 0
LEXINGTON REALTY TRUST COM 529043101 3,585 300,000 SH   DFND 3 300,000 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,551 110,000 SH   DFND 2 110,000 0 0
LUMEN TECHNOLOGIES INC COM 550241103 272 20,000 SH   DFND 2 20,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,031 192,000 SH   DFND 2 192,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 6,482 177,000 SH   DFND 3 177,000 0 0
NETFLIX INC COM 64110L106 1,822 3,450 SH   DFND 2 3,450 0 0
OMNICOM GROUP INC COM 681919106 1,600 20,000 SH   DFND 2 20,000 0 0
OUTFRONT MEDIA INC COM 69007J106 1,562 65,000 SH   DFND 2 65,000 0 0
PROLOGIS INC. COM 74340W103 2,271 19,000 SH   DFND 2 19,000 0 0
PROLOGIS INC. COM 74340W103 3,072 25,700 SH   DFND 3 25,700 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 1,999 13,500 SH   DFND 3 13,500 0 0
SUN CMNTYS INC COM 866674104 2,657 15,500 SH   DFND 3 15,500 0 0
SWITCH INC CL A 87105L104 47,498 2,250,000 SH   DFND 1 2,250,000 0 0
SWITCH INC CL A 87105L104 11,209 531,000 SH   DFND 2 531,000 0 0
TERRENO RLTY CORP COM 88146M101 3,245 50,300 SH   DFND 2 50,300 0 0
TERRENO RLTY CORP COM 88146M101 3,742 58,000 SH   DFND 3 58,000 0 0
T-MOBILE US INC COM 872590104 1,248 8,616 SH   DFND 2 8,616 0 0
TPG RE FIN TR INC COM 87266M107 1,540 114,500 SH   DFND 2 114,500 0 0
TPG RE FIN TR INC COM 87266M107 2,085 155,000 SH   DFND 3 155,000 0 0
TWILIO INC CL A 90138F102 394 1,000 SH   DFND 2 1,000 0 0
UNITI GROUP INC COM 91325V108 4,792 452,500 SH   DFND 1 452,500 0 0
UNITI GROUP INC COM 91325V108 3,320 313,500 SH   DFND 2 313,500 0 0
UNITI GROUP INC COM 91325V108 3,061 289,000 SH   DFND 3 289,000 0 0
URSTADT BIDDLE PPTYS INC CL A 917286205 2,384 123,000 SH   DFND 2 123,000 0 0
URSTADT BIDDLE PPTYS INC CL A 917286205 2,171 112,000 SH   DFND 3 112,000 0 0
VIAVI SOLUTIONS INC COM 925550105 1,291 73,077 SH   DFND 2 73,077 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 6,852 400,000 SH   DFND 2 400,000 0 0