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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALEXANDERS INC | COM | 014752109 | 384 | 1,028 | SH | SOLE | 1,028 | 0 | 0 | ||
| APOLLO COML REAL EST FIN INC | COM | 03762U105 | 8,641 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 2,685 | 19,050 | SH | SOLE | 19,050 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 25,158 | 928,326 | SH | SOLE | 928,326 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 1,450 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CBS OUTDOOR AMERS INC | COM | 14987J106 | 427 | 14,241 | SH | SOLE | 14,241 | 0 | 0 | ||
| COLONY FINL INC | COM | 19624R106 | 17,289 | 772,500 | SH | SOLE | 772,500 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 1,858 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| ISTAR FINL INC | COM | 45031U101 | 1,486 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| LADDER CAP CORP | CL A | 505743104 | 1,134 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512815101 | 1,862 | 37,800 | SH | SOLE | 37,800 | 0 | 0 | ||
| MFA FINL INC | COM | 55272X102 | 3,890 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM NEW | 66704R704 | 13,429 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
| NORTHSTAR ASSET MGMT GROUP I | COM | 66705Y104 | 2,026 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | 2,092 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 1,562 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 19,215 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| STARWOOD WAYPOINT RESIDENTL | COM SHS | 85571W109 | 1,885 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| TWO HBRS INVT CORP | COM | 90187B101 | 13,538 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||