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 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 17,931 | 597,694 | SH | SOLE | 597,694 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 37,260 | 998,122 | SH | SOLE | 998,122 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | COM | 03750L109 | 19,991 | 520,470 | SH | SOLE | 520,470 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | CALL | 44107P904 | 14,337 | 980,000 | SH | Call | SOLE | 980,000 | 0 | 0 | |
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 19,448 | 306,939 | SH | SOLE | 306,939 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 15,221 | 512,502 | SH | SOLE | 512,502 | 0 | 0 | ||
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 22,586 | 126,733 | SH | SOLE | 126,733 | 0 | 0 | ||
| M D C HLDGS INC | COM | 552676108 | 22,671 | 466,479 | SH | SOLE | 466,479 | 0 | 0 | ||
| SUN COMMUNITIES INC | COM | 866674104 | 13,464 | 88,606 | SH | SOLE | 88,606 | 0 | 0 | ||
| LENNAR CORP | CALL | 526057904 | 14,865 | 195,000 | SH | Call | SOLE | 195,000 | 0 | 0 | |
| SUNSTONE HOTEL INVS INC NEW | CALL | 867892101 | 11,043 | 974,700 | SH | Call | SOLE | 974,700 | 0 | 0 | |
| SPDR S&P 500 ETF TR | PUT | 78462F103 | 205,671 | 550,100 | SH | Put | SOLE | 550,100 | 0 | 0 | |