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 | 5,351 | 79,500 | SH | SOLE | 79,500 | 0 | 0 | ||
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 2,711 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 2,749 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 5,578 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 983 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| DIGITAL RLTY TR INC | COM | 253868103 | 2,465 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 5,409 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 3,761 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 3,663 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FRANKLIN STR PPTYS CORP | COM | 35471R106 | 654 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,591 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| HEALTHCARE RLTY TR | COM | 421946104 | 3,790 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | 5,555 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| HIGHWOODS PPTYS INC | COM | 431284108 | 3,972 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 4,544 | 167,500 | SH | SOLE | 167,500 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 9,277 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 4,496 | 68,500 | SH | SOLE | 68,500 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 2,773 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| NATIONAL HEALTH INVS INC | COM | 63633D104 | 1,446 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PIEDMONT OFFICE REALTY TR IN | COM CL A | 720190206 | 7,650 | 440,394 | SH | SOLE | 440,394 | 0 | 0 | ||
| PLYMOUTH INDL REIT INC | COM | 729640102 | 1,205 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 3,164 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 4,962 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| RETAIL OPPORTUNITY INVTS COR | COM | 76131N101 | 1,190 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| RPT REALTY | SH BEN INT | 74971D101 | 5,084 | 445,534 | SH | SOLE | 445,534 | 0 | 0 | ||
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | 2,170 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 5,026 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| UDR INC | COM | 902653104 | 8,991 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V308 | 5,272 | 136,500 | SH | SOLE | 136,500 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 3,530 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 6,728 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WELLTOWER INC | COM | 95040Q104 | 4,262 | 59,500 | SH | SOLE | 59,500 | 0 | 0 | ||