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 17,363 510,064 SH   SOLE   510,064 0 0
HOWARD HUGHES CORP COM 44267D107 8,298 164,250 SH   SOLE   164,250 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 18,326 1,365,571 SH   SOLE   1,365,571 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 7,516 323,967 SH   SOLE   323,967 0 0
INVITATION HOMES INC COM 46187W107 6,556 306,800 SH   SOLE   306,800 0 0