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 |
| AMERICOLD RLTY TR | COM | 03064D108 | 24,359 | 671,040 | SH | SOLE | 671,040 | 0 | 0 | ||
| SUN COMMUNITIES INC | COM | 866674104 | 6,902 | 50,872 | SH | SOLE | 50,872 | 0 | 0 | ||
| KENNEDY-WILSON HLDGS INC | COM | 489398107 | 19,524 | 1,282,785 | SH | SOLE | 1,282,785 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 16,393 | 609,409 | SH | SOLE | 609,409 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 25,129 | 912,800 | SH | SOLE | 912,800 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 4,547 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 8,200 | 131,249 | SH | SOLE | 131,249 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 9,243 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||