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 |
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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 | 3,875 | 179,048 | SH | SOLE | 179,048 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 2,656 | 23,435 | SH | SOLE | 23,435 | 0 | 0 | ||
APARTMENT INVT & MGMT CO | CL A | 03748R101 | 10,054 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | 3,102 | 167,600 | SH | SOLE | 167,600 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 1,773 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 5,419 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 4,056 | 43,050 | SH | SOLE | 43,050 | 0 | 0 | ||
CUBESMART | COM | 229663109 | 8,895 | 326,316 | SH | SOLE | 326,316 | 0 | 0 | ||
DUKE REALTY CORP | COM NEW | 264411505 | 2,719 | 99,500 | SH | SOLE | 99,500 | 0 | 0 | ||
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 2,674 | 88,500 | SH | SOLE | 88,500 | 0 | 0 | ||
EQUITY ONE | COM | 294752100 | 5,309 | 173,425 | SH | SOLE | 173,425 | 0 | 0 | ||
ESSEX PPTY TR INC | COM | 297178105 | 4,521 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | ||
FELCOR LODGING TR INC | COM | 31430F101 | 2,251 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
FOUR CORNERS PPTY TR INC | COM | 35086T109 | 12,189 | 571,439 | SH | SOLE | 571,439 | 0 | 0 | ||
GENERAL GROWTH PPTYS INC NEW | COM | 370023103 | 9,425 | 341,468 | SH | SOLE | 341,468 | 0 | 0 | ||
GMS INC | COM | 36251C103 | 2,527 | 113,691 | SH | SOLE | 113,691 | 0 | 0 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 3,649 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
ISTAR INC | COM | 45031U101 | 9,058 | 844,196 | SH | SOLE | 844,196 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 3,243 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
KILROY RLTY CORP | COM | 49427F108 | 5,340 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
LASALLE HOTEL PPTYS | COM SH BEN INT | 517942108 | 2,148 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 8,481 | 200,300 | SH | SOLE | 200,300 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 2,708 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
PARAMOUNT GROUP INC | COM | 69924R108 | 6,022 | 367,400 | SH | SOLE | 367,400 | 0 | 0 | ||
REXFORD INDL RLTY INC | COM | 76169C100 | 7,177 | 313,529 | SH | SOLE | 313,529 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 2,692 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
SL GREEN RLTY CORP | COM | 78440X101 | 6,140 | 56,795 | SH | SOLE | 56,795 | 0 | 0 | ||
SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 11,237 | 842,960 | SH | SOLE | 842,960 | 0 | 0 | ||
STAG INDL INC | COM | 85254J102 | 7,784 | 317,600 | SH | SOLE | 317,600 | 0 | 0 | ||
SUN CMNTYS INC | COM | 866674104 | 17,619 | 224,500 | SH | SOLE | 224,500 | 0 | 0 | ||
TOPBUILD CORP | COM | 89055F103 | 1,826 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 3,668 | 32,250 | SH | SOLE | 32,250 | 0 | 0 |