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 |
| AGREE REALTY CORP | COM | 008492100 | 6,658 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,928 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 4,670 | 125,100 | SH | SOLE | 125,100 | 0 | 0 | ||
| CORPORATE OFFICE PPTYS TR | SH BEN INT | 22002T108 | 2,608 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DIGITAL RLTY TR INC | COM | 253868103 | 2,441 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 7,920 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 4,387 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 4,240 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 4,213 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FRANKLIN STR PPTYS CORP | COM | 35471R106 | 1,967 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,272 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| HEALTHCARE RLTY TR | COM | 421946104 | 2,220 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 2,066 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | 7,558 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| HIGHWOODS PPTYS INC | COM | 431284108 | 4,954 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 3,123 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 7,425 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 4,305 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| KIMCO RLTY CORP | COM | 49446R109 | 3,377 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 1,252 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NATIONAL RETAIL PROPERTIES I | COM | 637417106 | 818 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PIEDMONT OFFICE REALTY TR IN | COM CL A | 720190206 | 4,869 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PLYMOUTH INDL REIT INC | COM | 729640102 | 1,508 | 100,500 | SH | SOLE | 100,500 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 3,094 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RPT REALTY | SH BEN INT | 74971D101 | 4,758 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 2,279 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UDR INC | COM | 902653104 | 6,725 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 616 | 16,500 | SH | Call | SOLE | 16,500 | 0 | 0 | |
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 9,752 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| WELLTOWER INC | COM | 95040Q104 | 3,231 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||