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 CAMPUS CMNTYS INC | COM | 024835100 | 5,234 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 6,524 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 5,154 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
| CARETRUST REIT INC | COM | 14174T107 | 3,754 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| CORPORATE OFFICE PPTYS TR | SH BEN INT | 22002T108 | 4,095 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 3,520 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 4,165 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 3,146 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| DOUGLAS EMMETT INC | COM | 25960P109 | 4,648 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 9,174 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| EMPIRE ST RLTY TR INC | CL A | 292104106 | 427 | 27,000 | SH | Call | SOLE | 27,000 | 0 | 0 | |
| EMPIRE ST RLTY TR INC | CL A | 292104106 | 4,345 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 4,286 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 6,260 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 11,436 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 1,040 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 3,442 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 9,124 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 218 | 2,500 | SH | Put | SOLE | 2,500 | 0 | 0 | |
| JBG SMITH PPTYS | COM | 46590V100 | 1,861 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 6,077 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 4,912 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 2,493 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| MID AMER APT CMNTYS INC | COM | 59522J103 | 4,373 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NATIONAL RETAIL PPTYS INC | COM | 637417106 | 3,600 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 1,568 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | 2,098 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| PHYSICIANS RLTY TR | COM | 71943U104 | 752 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| QTS RLTY TR INC | COM CL A | 74736A103 | 8,548 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 8,200 | 121,500 | SH | SOLE | 121,500 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 7,009 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 1,970 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 4,992 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 3,490 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SPIRIT MTA REIT | COM SHS BEN IN | 84861U105 | 974 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 3,141 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||