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 |
| ACADIA RLTY TR | COM SH BEN INT | 004239109 | 3,056 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 4,794 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 5,872 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| APARTMENT INCOME REIT CORP | COM | 03750L109 | 4,784 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R747 | 1,930 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 9,851 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 6,911 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| BRIXMOR PPTY GROUP INC | COM | 11120U105 | 10,545 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 1,628 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CUSHMAN WAKEFIELD PLC | SHS | G2717B108 | 1,890 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 | 4,084 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| DOUGLAS EMMETT INC | COM | 25960P109 | 2,345 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| EASTGROUP PPTYS INC | COM | 277276101 | 2,734 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 1,692 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 3,726 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| ESSEX PPTY TR INC | COM | 297178105 | 3,522 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GETTY RLTY CORP NEW | COM | 374297109 | 5,776 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 3,744 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 988 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 4,761 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 3,655 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| KIMCO RLTY CORP | COM | 49446R109 | 8,751 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 7,086 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 6,893 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LTC PPTYS INC | COM | 502175102 | 2,134 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| LXP INDUSTRIAL TRUST | COM | 529043101 | 2,890 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 1,487 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 4,962 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 3,540 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 4,902 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| NATIONAL HEALTH INVS INC | COM | 63633D104 | 1,724 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NETSTREIT CORP | COM | 64119V303 | 8,015 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | 2,908 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| PREFERRED APT CMNTYS INC | COM | 74039L103 | 722 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 6,180 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| REALTY INCOME CORP | COM | 756109104 | 7,875 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 2,637 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 6,894 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| RPT REALTY | SH BEN INT | 74971D101 | 1,204 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | 1,760 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 3,355 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| SITE CTRS CORP | COM | 82981J109 | 1,741 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 8,313 | 172,500 | SH | SOLE | 172,500 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 11,630 | 242,500 | SH | SOLE | 242,500 | 0 | 0 | ||
| SUMMIT HOTEL PPTYS INC | COM | 866082100 | 5,368 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 3,067 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 2,930 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 2,241 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| XENIA HOTELS & RESORTS INC | COM | 984017103 | 3,079 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||