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 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 5,591 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R754 | 2,631 | 52,489 | SH | SOLE | 52,489 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 7,924 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,432 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BRIXMOR PPTY GROUP INC | COM | 11120U105 | 4,381 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 7,190 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 6,480 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 3,883 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 7,212 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 507 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 7,543 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 5,247 | 288,000 | SH | SOLE | 288,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 6,643 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 4,754 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| PARAMOUNT GROUP INC | COM | 69924R108 | 7,285 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| REALTY INCOME CORP | COM | 756109104 | 6,138 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 4,469 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 2,220 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| RLJ LODGING TR | COM | 74965L101 | 3,992 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| RMR GROUP INC | CL A | 74967R106 | 1,175 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 3,041 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| SITE CENTERS CORP | COM | 82981J109 | 3,575 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| SPIRIT MTA REIT | COM SHS BEN IN | 84861U105 | 3,295 | 395,033 | SH | SOLE | 395,033 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 7,593 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 1,645 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| URBAN EDGE PPTYS | COM | 91704F104 | 7,279 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||