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 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 10,188 | 466,477 | SH | SOLE | 466,477 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 11,318 | 351,720 | SH | SOLE | 351,720 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 4,800 | 189,741 | SH | SOLE | 189,741 | 0 | 0 | ||
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 6,059 | 198,587 | SH | SOLE | 198,587 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 5,348 | 178,026 | SH | SOLE | 178,026 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 8,080 | 101,173 | SH | SOLE | 101,173 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 10,379 | 303,042 | SH | SOLE | 303,042 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 10,635 | 144,613 | SH | SOLE | 144,613 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 8,856 | 375,736 | SH | SOLE | 375,736 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 13,933 | 754,740 | SH | SOLE | 754,740 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 7,728 | 122,198 | SH | SOLE | 122,198 | 0 | 0 | ||
| LYON WILLIAM HOMES | CL A NEW | 552074700 | 5,177 | 178,019 | SH | SOLE | 178,019 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 7,037 | 160,139 | SH | SOLE | 160,139 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 5,676 | 194,704 | SH | SOLE | 194,704 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 10,010 | 343,273 | SH | SOLE | 343,273 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 5,765 | 35,289 | SH | SOLE | 35,289 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 11,142 | 120,090 | SH | SOLE | 120,090 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 13,074 | 199,818 | SH | SOLE | 199,818 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 5,779 | 27,197 | SH | SOLE | 27,197 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 4,472 | 136,057 | SH | SOLE | 136,057 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 7,516 | 204,252 | SH | SOLE | 204,252 | 0 | 0 | ||