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 |
|
||||||||||||||||
| 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 |
| ALEXANDRIA REAL ESTATE EQ IN | CL A | 015271109 | 68,217 | 374,940 | SH | SOLE | 374,940 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | COM | 02665T306 | 24,529 | 631,374 | SH | SOLE | 631,374 | 0 | 0 | ||
| APARTMENT INCOME REIT CO | COM | 03750L109 | 12,806 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 192,841 | 450,500 | SH | Put | SOLE | 450,500 | 0 | 0 | |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 23,334 | 546,970 | SH | SOLE | 546,970 | 0 | 0 | ||
| CAMDEN PPTY TR | COM | 133131102 | 9,661 | 72,822 | SH | SOLE | 72,822 | 0 | 0 | ||
| DIAMONDROCK HOSPITALITY CO | CALL | 252784901 | 14,550 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| INVITATION HOMES INC | COM | 46187W107 | 28,932 | 775,877 | SH | SOLE | 775,877 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | CALL | 44107P904 | 16,748 | 980,000 | SH | Call | SOLE | 980,000 | 0 | 0 | |
| SIMON PPTY GROUP INC NEW | CALL | 828806909 | 12,787 | 98,000 | SH | Call | SOLE | 98,000 | 0 | 0 | |
| ISHARES TR | PUT | 464287952 | 179,414 | 1,760,000 | SH | Put | SOLE | 1,760,000 | 0 | 0 | |
| PEBBLEBROOK HOTEL TRUST | CALL | 70509V900 | 23,550 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| M D C HLDGS INC | CALL | 552676908 | 12,650 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| WASHINGTON REAL ESTATE INVT | CALL | 939653901 | 11,500 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |