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
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,156 60,404 SH   SOLE   60,404 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 5,693 142,207 SH   SOLE   142,207 0 0
API GROUP CORP COM STK 00187Y100 8,293 394,357 SH   SOLE   394,357 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,310 103,332 SH   SOLE   103,332 0 0
D R HORTON INC COM 23331A109 2,422 32,506 SH   SOLE   32,506 0 0
DECKERS OUTDOOR CORP COM 243537107 10,569 38,604 SH   SOLE   38,604 0 0
DOUGLAS EMMETT INC COM 25960P109 5,775 172,800 SH   SOLE   172,800 0 0
FIVE BELOW INC COM 33829M101 10,387 65,590 SH   SOLE   65,590 0 0
HYATT HOTELS CORP COM CL A 448579102 5,867 61,471 SH   SOLE   61,471 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,356 199,100 SH   SOLE   199,100 0 0
PARK HOTELS & RESORTS INC COM 700517105 7,623 390,300 SH   SOLE   390,300 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,027 79,100 SH   SOLE   79,100 0 0
PULTE GROUP INC COM 745867101 2,059 49,132 SH   SOLE   49,132 0 0
ROSS STORES INC COM 778296103 4,921 54,400 SH   SOLE   54,400 0 0
VORNADO RLTY TR SH BEN INT 929042109 10,292 227,099 SH   SOLE   227,099 0 0
YUM BRANDS INC COM 988498101 6,423 54,189 SH   SOLE   54,189 0 0