The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMERICOLD RLTY TR COM 03064D108 18,405 603,256 SH   SOLE   603,256 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,072 20,417 SH   SOLE   20,417 0 0
HOWARD HUGHES CORP COM 44267D107 19,458 176,891 SH   SOLE   176,891 0 0
ESSENTIAL PROPERTIES REALTY COM 29670E107 1,366 70,000 SH   SOLE   70,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 9,887 462,215 SH   SOLE   462,215 0 0
LIBERTY PPTY TR SH BEN INT 531172104 25,278 522,050 SH   SOLE   522,050 0 0
PROLOGIS INC COM 74340W103 18,987 263,896 SH   SOLE   263,896 0 0
RETAIL OPPORTUNITY INVTS CORP COM 76131N101 13,626 785,786 SH   SOLE   785,786 0 0
SUN CMNTYS INC COM 866674104 18,032 152,139 SH   SOLE   152,139 0 0
UDR INC COM 902653104 2,032 44,703 SH   SOLE   44,703 0 0