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 |
| AMN HEALTHCARE SERVICES I | COMMON | 001744101 | 9,411 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| ADOBE SYS INC | COMMON | 00724F101 | 8,911 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| ALPHABET INC. | COMMON | 02079K107 | 49,912 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| BANK OF AMERICA CORPORATI | COMMON | 060505104 | 108,971 | 8,060,000 | SH | SOLE | 8,060,000 | 0 | 0 | ||
| CARNIVAL CORP | COMMON | 143658300 | 15,831 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CENTURY CMNTYS INC | COMMON | 156504300 | 4,950 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| CITIGROUP INC | COMMON | 172967424 | 142,785 | 3,420,000 | SH | SOLE | 3,420,000 | 0 | 0 | ||
| CORESITE RLTY CORP | COMMON | 21870Q105 | 51,457 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
| CRAY INC | COMMON | 225223304 | 1,257 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CUBESMART | COMMON | 229663109 | 50,616 | 1,520,000 | SH | SOLE | 1,520,000 | 0 | 0 | ||
| CYRUSONE INC | COMMON | 23283R100 | 52,041 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
| D R HORTON INC | COMMON | 23331A109 | 229,836 | 7,602,900 | SH | SOLE | 7,602,900 | 0 | 0 | ||
| DIGITAL RLTY TR INC | COMMON | 253868103 | 48,670 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| DUPONT FABROS TECHNOLOGY | COMMON | 26613Q106 | 50,257 | 1,240,000 | SH | SOLE | 1,240,000 | 0 | 0 | ||
| ESSEX PPTY TR INC | COMMON | 297178105 | 20,814 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| EXTRA SPACE STORAGE INC | COMMON | 30225T102 | 59,814 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
| FEDEX CORP | COMMON | 31428X106 | 10,577 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COMMON | 40416M105 | 3,307 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| JP MORGAN CHASE & CO | COMMON | 46625H100 | 47,672 | 805,000 | SH | SOLE | 805,000 | 0 | 0 | ||
| JONES LANG LASALLE INC | COMMON | 48020Q107 | 51,973 | 443,000 | SH | SOLE | 443,000 | 0 | 0 | ||
| LGI HOMES INC | COMMON | 50187T106 | 20,215 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 283,873 | 5,870,000 | SH | SOLE | 5,870,000 | 0 | 0 | ||
| LYON WILLIAM HOMES | COMMON | 552074700 | 15,229 | 1,051,000 | SH | SOLE | 1,051,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COMMON | 573284106 | 53,436 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| MAXLINEAR INC | COMMON | 57776J100 | 740 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MORGAN STANLEY | COMMON | 617446448 | 101,040 | 4,040,000 | SH | SOLE | 4,040,000 | 0 | 0 | ||
| NVR INC | COMMON | 62944T105 | 12,127 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COMMON | 69007J106 | 7,490 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| PVH CORP | COMMON | 693656100 | 27,142 | 274,000 | SH | SOLE | 274,000 | 0 | 0 | ||
| PUBLIC STORAGE INC | COMMON | 74460D109 | 50,615 | 183,500 | SH | SOLE | 183,500 | 0 | 0 | ||
| SL GREEN RLTY CORP | COMMON | 78440X101 | 15,985 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| SIGNATURE BK NEW YORK N Y | COMMON | 82669G104 | 44,239 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COMMON | 83088M102 | 42,066 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| SOVRAN SELF STORAGE INC | COMMON | 84610H108 | 23,000 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| STAMPS COM INC | COMMON | 852857200 | 10,628 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRI POINTE GROUP INC | COMMON | 87265H109 | 23,501 | 1,995,000 | SH | SOLE | 1,995,000 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COMMON | 87724P106 | 2,118 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| THOR INDS INC | COMMON | 885160101 | 1,913 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COMMON | 889478103 | 158,764 | 5,380,000 | SH | SOLE | 5,380,000 | 0 | 0 | ||
| VALE S A | COMMON | 91912E105 | 13,051 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| VULCAN MATLS CO | COMMON | 929160109 | 56,480 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| WEYERHAEUSER CO | COMMON | 962166104 | 23,235 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| WHIRLPOOL CORP | COMMON | 963320106 | 141,567 | 785,000 | SH | SOLE | 785,000 | 0 | 0 | ||
| HORIZON PHARMA PLC | COMMON | G4617B105 | 5,468 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| LAZARD LTD | MLP | G54050102 | 8,536 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | COMMON | G5785G107 | 68,940 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLD | COMMON | G66721104 | 13,822 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | COMMON | G81276100 | 65,736 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES L | COMMON | V7780T103 | 28,752 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||