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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
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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
AGREE RLTY CORP COM 008492100   4,999,220 90,500 SH   SOLE   90,500 0 0
AUTOZONE INC COM 053332102   2,539,990 1,000 SH   SOLE   1,000 0 0
BURLINGTON STORES INC COM 122017106   3,463,680 25,600 SH   SOLE   25,600 0 0
CAMDEN PPTY TR SH BEN INT 133131102   6,336,860 67,000 SH   SOLE   67,000 0 0
CBRE GROUP INC CL A 12504L109   4,564,548 61,800 SH   SOLE   61,800 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   6,552,036 111,600 SH   SOLE   111,600 0 0
EXTRA SPACE STORAGE INC COM 30225T102   1,904,430 15,664 SH   SOLE   15,664 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   13,924,937 153,646 SH   SOLE   153,646 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,655,775 57,636 SH   SOLE   57,636 0 0
LOUISIANA PAC CORP COM 546347105   2,922,402 52,875 SH   SOLE   52,875 0 0
MCDONALDS CORP COM 580135101   3,846,224 14,600 SH   SOLE   14,600 0 0
MID-AMER APT CMNTYS INC COM 59522J103   7,448,835 57,900 SH   SOLE   57,900 0 0
NNN REIT INC COM 637417106   11,517,306 325,900 SH   SOLE   325,900 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   8,761,253 148,849 SH   SOLE   148,849 0 0
YUM BRANDS INC COM 988498101   11,334,307 90,718 SH   SOLE   90,718 0 0