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 |
| Acadia Realty Trust | COM SH BEN INT | 004239109 | 5,268 | 192,469 | SH | SOLE | 192,469 | 0 | 0 | ||
| American Homes 4 Rent | CL A | 02665T306 | 18,965 | 855,069 | SH | SOLE | 855,069 | 0 | 0 | ||
| American Tower Corp | COM | 03027X100 | 25,994 | 180,300 | SH | SOLE | 180,300 | 0 | 0 | ||
| Alexandria Real Estate Equities Inc | COM | 015271109 | 21,502 | 170,424 | SH | SOLE | 170,424 | 0 | 0 | ||
| Brixmor Property Group Inc | COM | 11120U105 | 4,167 | 239,095 | SH | SOLE | 239,095 | 0 | 0 | ||
| Chatham Lodging Trust | COM | 16208T102 | 4,187 | 197,313 | SH | SOLE | 197,313 | 0 | 0 | ||
| Colony Capital Inc | CL A COM | 19626G108 | 26,676 | 4,274,934 | SH | SOLE | 4,274,934 | 0 | 0 | ||
| CyrusOne Inc | COM | 23283R100 | 13,406 | 229,720 | SH | SOLE | 229,720 | 0 | 0 | ||
| CoreSite Realty Corp | COM | 21870Q105 | 16,379 | 147,795 | SH | SOLE | 147,795 | 0 | 0 | ||
| CatchMark Timber Trust Inc | CL A | 14912Y202 | 10,999 | 863,985 | SH | SOLE | 863,985 | 0 | 0 | ||
| CoreCivic Inc | COM | 21871N101 | 15,028 | 629,038 | SH | SOLE | 629,038 | 0 | 0 | ||
| Physicians Realty Trust | COM | 71943U104 | 11,035 | 692,253 | SH | SOLE | 692,253 | 0 | 0 | ||
| Education Realty Trust Inc | COM NEW | 28140H203 | 7,042 | 169,697 | SH | SOLE | 169,697 | 0 | 0 | ||
| Ellington Financial LLC | COM | 288522303 | 9,690 | 620,740 | SH | SOLE | 620,740 | 0 | 0 | ||
| Equinix Inc | COM PAR $0.001 | 29444U700 | 17,651 | 41,060 | SH | SOLE | 41,060 | 0 | 0 | ||
| Hilton Grand Vacations Inc | COM | 43283X105 | 18,858 | 543,447 | SH | SOLE | 543,447 | 0 | 0 | ||
| InterXion Holding NV | SHS | N47279109 | 39,037 | 625,392 | SH | SOLE | 625,392 | 0 | 0 | ||
| Jernigan Capital Inc | COM | 476405105 | 10,337 | 542,339 | SH | SOLE | 542,339 | 0 | 0 | ||
| Kennedy-Wilson Holdings Inc | COM | 489398107 | 24,163 | 1,142,451 | SH | SOLE | 1,142,451 | 0 | 0 | ||
| NorthStar Realty Europe Corp | COM | 66706L101 | 9,092 | 627,476 | SH | SOLE | 627,476 | 0 | 0 | ||
| New York REIT Inc | COM NEW | 64976L208 | 2,600 | 142,543 | SH | SOLE | 142,543 | 0 | 0 | ||
| Corporate Office Properties Trust | SH BEN INT | 22002T108 | 9,415 | 324,760 | SH | SOLE | 324,760 | 0 | 0 | ||
| Outfront Media Inc | COM | 69007J106 | 14,721 | 756,882 | SH | SOLE | 756,882 | 0 | 0 | ||
| Prologis Inc | COM | 74340W103 | 18,930 | 288,179 | SH | SOLE | 288,179 | 0 | 0 | ||
| New Senior Investment Group Inc | COM | 648691103 | 3,915 | 517,155 | SH | SOLE | 517,155 | 0 | 0 | ||
| Uniti Group Inc | COM | 91325V108 | 10,015 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Wyndham Destinations Inc | COM | 98310W108 | 17,383 | 392,650 | SH | SOLE | 392,650 | 0 | 0 | ||