The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
BOYD GAMING CORP | COM | 103304101 | 8,319 | 398,049 | SH | SOLE | 398,049 | 0 | 0 | ||
BROADMARK RLTY CAP INC | *W EXP 11/15/202 | 11135B118 | 70 | 221,664 | SH | SOLE | 221,664 | 0 | 0 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 8,456 | 92,700 | SH | SOLE | 92,700 | 0 | 0 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 26,689 | 2,385,056 | SH | SOLE | 2,385,056 | 0 | 0 | ||
FIRST INDL RLTY TR INC | COM | 32054K103 | 8,857 | 230,400 | SH | SOLE | 230,400 | 0 | 0 | ||
GRANITE PT MTG TR INC | COM STK | 38741L107 | 2,379 | 331,334 | SH | SOLE | 331,334 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 10,092 | 516,236 | SH | SOLE | 516,236 | 0 | 0 | ||
HOST HOTELS & RESORTS INC | COM | 44107P104 | 26,692 | 2,473,818 | SH | SOLE | 2,473,818 | 0 | 0 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 11,942 | 474,623 | SH | SOLE | 474,623 | 0 | 0 | ||
MACK CALI RLTY CORP | COM | 554489104 | 9,267 | 606,058 | SH | SOLE | 606,058 | 0 | 0 | ||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 1,755 | 15,301 | SH | SOLE | 15,301 | 0 | 0 | ||
NEW SR INVT GROUP INC | COM | 648691103 | 535 | 147,783 | SH | SOLE | 147,783 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 4,324 | 1,194,360 | SH | SOLE | 1,194,360 | 0 | 0 | ||
RETAIL OPPORTUNITY INVTS COR | COM | 76131N101 | 19,800 | 1,747,587 | SH | SOLE | 1,747,587 | 0 | 0 | ||
RETAIL VALUE INC | COM | 76133Q102 | 2,943 | 238,072 | SH | SOLE | 238,072 | 0 | 0 | ||
VEREIT INC | COM | 92339V100 | 13,159 | 2,046,534 | SH | SOLE | 2,046,534 | 0 | 0 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 17,407 | 455,557 | SH | SOLE | 455,557 | 0 | 0 | ||
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 19,884 | 466,552 | SH | SOLE | 466,552 | 0 | 0 |