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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 22,261 | 627,968 | SH | SOLE | 627,968 | 0 | 0 | |||
| DIGITAL RLTY TR INC | COM | 253868103 | 18,387 | 161,474 | SH | SOLE | 161,474 | 0 | 0 | |||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 5,614 | 83,929 | SH | SOLE | 83,929 | 0 | 0 | |||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 53,174 | 1,010,142 | SH | SOLE | 1,010,142 | 0 | 0 | |||
| GRANITE REAL ESTATE INVT TR | UNIT 99/99/9999 | 387437114 | 15,175 | 256,123 | SH | SOLE | 256,123 | 0 | 0 | |||
| ISHARES TR | PUT | 464287959 | 86,540 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | ||
| M/I HOMES INC | COM | 55305B101 | 157 | 1,803 | SH | SOLE | 1,803 | 0 | 0 | |||
| SUN CMNTYS INC | COM | 866674104 | 52,027 | 398,793 | SH | SOLE | 398,793 | 0 | 0 | |||
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 7,608 | 751,757 | SH | SOLE | 751,757 | 0 | 0 | |||