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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   2,098,006 27,407 SH   DFND 2 27,407 0 0
ACTIVISION BLIZZARD INC COM 00507V109   6,322,571 82,594 SH   DFND 4 82,594 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104   2,670,205 142,563 SH   DFND 3 142,563 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104   3,694,530 197,252 SH   DFND 4 197,252 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104   3,651,338 194,946 SH   DFND 2 194,946 0 0
AMDOCS LTD SHS G02602103   11,961,167 131,586 SH   DFND 4 131,586 0 0
AMDOCS LTD SHS G02602103   3,814,346 41,962 SH   DFND 2 41,962 0 0
AMERICAN TOWER CORP NEW COM 03027X100   3,961,146 18,697 SH   DFND 3 18,697 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,228,788 5,800 SH Call DFND 2 5,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100   109,483,528 516,773 SH   DFND 1 516,773 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,207,602 5,700 SH Call DFND 4 5,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100   5,414,717 25,558 SH   DFND 2 25,558 0 0
AMERICAN TOWER CORP NEW COM 03027X100   11,963,947 56,471 SH   DFND 4 56,471 0 0
ARISTA NETWORKS INC COM 040413106   4,917,345 40,522 SH   DFND 4 40,522 0 0
ARISTA NETWORKS INC COM 040413106   1,623,299 13,377 SH   DFND 2 13,377 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   215,934 10,200 SH Put DFND 2 10,200 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   673,206 31,800 SH Put DFND 4 31,800 0 0
BOSTON PROPERTIES INC COM 101121101   74,338 1,100 SH Put DFND 2 1,100 0 0
BOSTON PROPERTIES INC COM 101121101   223,014 3,300 SH Put DFND 4 3,300 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101   75,213 18,300 SH Call DFND 2 18,300 0 0
BROADCOM INC COM 11135F101   8,676,020 15,517 SH   DFND 4 15,517 0 0
BROADCOM INC COM 11135F101   2,740,855 4,902 SH   DFND 2 4,902 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,538,497 4,537 SH   DFND 2 4,537 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   4,892,874 14,429 SH   DFND 4 14,429 0 0
CIENA CORP COM NEW 171779309   2,312,861 45,368 SH   DFND 2 45,368 0 0
CIENA CORP COM NEW 171779309   6,947,350 136,276 SH   DFND 4 136,276 0 0
CROWN CASTLE INC COM 22822V101   22,042,856 162,510 SH   DFND 1 162,510 0 0
DYCOM INDS INC COM 267475101   4,630,486 49,471 SH   DFND 4 49,471 0 0
DYCOM INDS INC COM 267475101   1,530,828 16,355 SH   DFND 2 16,355 0 0
EPR PPTYS COM SH BEN INT 26884U109   192,372 5,100 SH Put DFND 2 5,100 0 0
EPR PPTYS COM SH BEN INT 26884U109   584,660 15,500 SH Put DFND 4 15,500 0 0
EQUINIX INC COM 29444U700   10,540,088 16,091 SH   DFND 3 16,091 0 0
EQUINIX INC COM 29444U700   17,086,459 26,085 SH   DFND 2 26,085 0 0
EQUINIX INC COM 29444U700   22,863,168 34,904 SH   DFND 4 34,904 0 0
EQUINIX INC COM 29444U700   109,979,537 167,900 SH   DFND 1 167,900 0 0
ERICSSON ADR B SEK 10 294821608   5,718,078 979,123 SH   DFND 4 979,123 0 0
ERICSSON ADR B SEK 10 294821608   1,941,216 332,400 SH   DFND 2 332,400 0 0
GLOBAL X FDS DAX GERMANY ETF 37954Y491   79,360 3,100 SH Put DFND 2 3,100 0 0
GLOBAL X FDS DAX GERMANY ETF 37954Y491   235,520 9,200 SH Put DFND 4 9,200 0 0
HARMONIC INC COM 413160102   1,226,081 93,594 SH   DFND 2 93,594 0 0
HARMONIC INC COM 413160102   3,909,132 298,407 SH   DFND 4 298,407 0 0
IMPINJ INC COM 453204109   1,209,278 11,076 SH   DFND 2 11,076 0 0
IMPINJ INC COM 453204109   3,627,615 33,226 SH   DFND 4 33,226 0 0
INDUS REALTY TRUST INC COM 45580R103   2,503,157 39,426 SH   DFND 3 39,426 0 0
INDUS REALTY TRUST INC COM 45580R103   3,583,630 56,444 SH   DFND 4 56,444 0 0
INDUS REALTY TRUST INC COM 45580R103   3,452,332 54,376 SH   DFND 2 54,376 0 0
IRON MTN INC DEL COM 46284V101   902,285 18,100 SH Put DFND 2 18,100 0 0
IRON MTN INC DEL COM 46284V101   2,786,615 55,900 SH Put DFND 4 55,900 0 0
ISHARES TR IBOXX INV CP ETF 464287242   516,607 4,900 SH Put DFND 2 4,900 0 0
ISHARES TR IBOXX INV CP ETF 464287242   1,613,079 15,300 SH Put DFND 4 15,300 0 0
JUNIPER NETWORKS INC COM 48203R104   1,718,937 53,784 SH   DFND 2 53,784 0 0
JUNIPER NETWORKS INC COM 48203R104   5,371,453 168,068 SH   DFND 4 168,068 0 0
KIMCO RLTY CORP COM 49446R109   190,620 9,000 SH Put DFND 2 9,000 0 0
KIMCO RLTY CORP COM 49446R109   593,040 28,000 SH Put DFND 4 28,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   5,512,205 58,392 SH   DFND 3 58,392 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   13,543,946 143,474 SH   DFND 4 143,474 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   9,472,002 100,339 SH   DFND 2 100,339 0 0
LUMENTUM HLDGS INC COM 55024U109   5,199,158 99,658 SH   DFND 4 99,658 0 0
LUMENTUM HLDGS INC COM 55024U109   1,733,453 33,227 SH   DFND 2 33,227 0 0
LXP INDUSTRIAL TRUST COM 529043101   3,567,531 356,041 SH   DFND 3 356,041 0 0
LXP INDUSTRIAL TRUST COM 529043101   4,460,453 445,155 SH   DFND 2 445,155 0 0
LXP INDUSTRIAL TRUST COM 529043101   4,583,378 457,423 SH   DFND 4 457,423 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   3,990,728 63,365 SH   DFND 4 63,365 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,306,079 20,738 SH   DFND 2 20,738 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,493,453 40,320 SH   DFND 2 40,320 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,600,146 124,194 SH   DFND 4 124,194 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   860,008 77,200 SH Put DFND 2 77,200 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   2,686,968 241,200 SH Put DFND 4 241,200 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   919,555 32,900 SH Put DFND 2 32,900 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   2,862,080 102,400 SH Put DFND 4 102,400 0 0
PARK HOTELS & RESORTS INC COM 700517105   2,541,110 215,531 SH   DFND 3 215,531 0 0
PARK HOTELS & RESORTS INC COM 700517105   3,521,425 298,679 SH   DFND 4 298,679 0 0
PARK HOTELS & RESORTS INC COM 700517105   3,497,622 296,660 SH   DFND 2 296,660 0 0
PROLOGIS INC. COM 74340W103   12,852,798 114,014 SH   DFND 3 114,014 0 0
PROLOGIS INC. COM 74340W103   15,074,369 133,721 SH   DFND 2 133,721 0 0
PROLOGIS INC. COM 74340W103   15,814,666 140,288 SH   DFND 4 140,288 0 0
PROLOGIS INC. COM 74340W103   2,829,523 25,100 SH Call DFND 2 25,100 0 0
PROLOGIS INC. COM 74340W103   2,141,870 19,000 SH Call DFND 4 19,000 0 0
PUBLIC STORAGE COM 74460D109   224,152 800 SH Put DFND 2 800 0 0
PUBLIC STORAGE COM 74460D109   784,532 2,800 SH Put DFND 4 2,800 0 0
REALTY INCOME CORP COM 756109104   1,160,769 18,300 SH Put DFND 2 18,300 0 0
REALTY INCOME CORP COM 756109104   3,590,138 56,600 SH Put DFND 4 56,600 0 0
REXFORD INDL RLTY INC COM 76169C100   6,489,374 118,766 SH   DFND 3 118,766 0 0
REXFORD INDL RLTY INC COM 76169C100   9,232,357 168,967 SH   DFND 4 168,967 0 0
REXFORD INDL RLTY INC COM 76169C100   8,969,211 164,151 SH   DFND 2 164,151 0 0
RPT REALTY 7.25 PFD D CONV 74971D200   2,748,900 55,000 SH   DFND 3 55,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   4,047,676 14,440 SH   DFND 4 14,440 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,364,269 4,867 SH   DFND 2 4,867 0 0
STARWOOD PPTY TR INC COM 85571B105   267,618 14,600 SH Put DFND 2 14,600 0 0
STARWOOD PPTY TR INC COM 85571B105   832,182 45,400 SH Put DFND 4 45,400 0 0
SUN CMNTYS INC COM 866674104   5,518,799 38,593 SH   DFND 3 38,593 0 0
SUN CMNTYS INC COM 866674104   7,859,137 54,959 SH   DFND 2 54,959 0 0
SUN CMNTYS INC COM 866674104   8,220,069 57,483 SH   DFND 4 57,483 0 0
TERRENO RLTY CORP COM 88146M101   3,233,116 56,851 SH   DFND 3 56,851 0 0
TERRENO RLTY CORP COM 88146M101   4,463,841 78,492 SH   DFND 4 78,492 0 0
TERRENO RLTY CORP COM 88146M101   4,423,747 77,787 SH   DFND 2 77,787 0 0
T-MOBILE US INC COM 872590104   11,179,420 79,853 SH   DFND 4 79,853 0 0
T-MOBILE US INC COM 872590104   8,284,360 59,174 SH   DFND 2 59,174 0 0
TPG RE FIN TR INC COM 87266M107   1,773,107 261,135 SH   DFND 3 261,135 0 0
TPG RE FIN TR INC COM 87266M107   2,546,923 375,099 SH   DFND 2 375,099 0 0
TPG RE FIN TR INC COM 87266M107   2,725,723 401,432 SH   DFND 4 401,432 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   5,888,193 107,097 SH   DFND 4 107,097 0 0
U HAUL HOLDING COMPANY COM 023586100   1,408,687 23,404 SH   DFND 2 23,404 0 0
U HAUL HOLDING COMPANY COM 023586100   1,440,707 23,936 SH   DFND 4 23,936 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   5,768,007 104,911 SH   DFND 2 104,911 0 0
UNITI GROUP INC COM 91325V108   3,418,967 618,258 SH   DFND 4 618,258 0 0
UNITI GROUP INC COM 91325V108   1,086,258 196,430 SH   DFND 2 196,430 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   816,552 9,900 SH Put DFND 2 9,900 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,548,632 30,900 SH Put DFND 4 30,900 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,458,132 326,364 SH   DFND 4 326,364 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,463,696 107,152 SH   DFND 2 107,152 0 0
VIAVI SOLUTIONS INC COM 925550105   3,543,646 337,169 SH   DFND 4 337,169 0 0
VIAVI SOLUTIONS INC COM 925550105   1,143,330 108,785 SH   DFND 2 108,785 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   10,773,000 1,900,000 SH   DFND 1 1,900,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,486,284 42,441 SH   DFND 2 42,441 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   4,709,735 134,487 SH   DFND 4 134,487 0 0