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 |
| APARTMENT INVT & MGMT CO | CL A | 03748R754 | 8,421 | 161,500 | SH | SOLE | 161,500 | 0 | 0 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 5,273 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| CARETRUST REIT INC | COM | 14174T107 | 4,701 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CORESITE RLTY CORP | COM | 21870Q105 | 1,279 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| CORPORATE OFFICE PPTYS TR | SH BEN INT | 22002T108 | 1,489 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| COUSINS PPTYS INC | COM NEW | 222795502 | 7,518 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 989 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 7,983 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| EMPIRE ST RLTY TR INC | CL A | 292104106 | 3,211 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FEDERAL REALTY INVT TR | SH BEN INT NEW | 313747206 | 1,702 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | 1,983 | 70,118 | SH | SOLE | 70,118 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,912 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 9,798 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 4,260 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 2,075 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 10,707 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 6,218 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 5,842 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 3,080 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 1,739 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 790 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 1,052 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| NATIONAL RETAIL PPTYS INC | COM | 637417106 | 7,332 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| PARAMOUNT GROUP INC | CALL | 69924R908 | 5 | 500 | SH | Call | SOLE | 500 | 0 | 0 | |
| PARAMOUNT GROUP INC | COM | 69924R108 | 1,535 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| REGENCY CTRS CORP | COM | 758849103 | 3,822 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 9,856 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 1,990 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 817 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 5,436 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 3,184 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 5,826 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 848 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||