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 | 4,013 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R754 | 9,124 | 174,989 | SH | SOLE | 174,989 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 7,860 | 36,500 | SH | SOLE | 36,500 | 0 | 0 | ||
| BRIXMOR PPTY GROUP INC | COM | 11120U105 | 3,246 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| CORESITE RLTY CORP | COM | 21870Q105 | 5,240 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 5,410 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 5,605 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 1,097 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 4,810 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 7,316 | 249,000 | SH | SOLE | 249,000 | 0 | 0 | ||
| HIGHWOODS PPTYS INC | COM | 431284108 | 4,269 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 9,152 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 2,310 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 4,104 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| PARAMOUNT GROUP INC | COM | 69924R108 | 8,678 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| REALTY INCOME CORP | COM | 756109104 | 3,067 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 7,392 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 5,503 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| RLJ LODGING TR | COM | 74965L101 | 2,718 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| RMR GROUP INC | CL A | 74967R106 | 5,972 | 131,302 | SH | SOLE | 131,302 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 3,804 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
| SITE CENTERS CORP | COM | 82981J109 | 7,555 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 9,093 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 3,095 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 5,221 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 5,030 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||