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 |
CAESARS ENTMT CORP | COM | 127686103 | 7,072 | 598,300 | SH | Put | SOLE | 598,300 | 0 | 0 | |
COLUMBIA PPTY TR INC | COM NEW | 198287203 | 14,163 | 682,863 | SH | SOLE | 682,863 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 5,888 | 136,526 | SH | SOLE | 136,526 | 0 | 0 | ||
DIAMONDROCK HOSPITALITY CO | COM | 252784301 | 24,332 | 2,353,216 | SH | SOLE | 2,353,216 | 0 | 0 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 25,756 | 1,524,918 | SH | SOLE | 1,524,918 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 5,677 | 178,398 | SH | SOLE | 178,398 | 0 | 0 | ||
HOST HOTELS & RESORTS INC | COM | 44107P104 | 11,055 | 606,746 | SH | SOLE | 606,746 | 0 | 0 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 15,883 | 477,390 | SH | SOLE | 477,390 | 0 | 0 | ||
ISTAR INC | COM | 45031U101 | 2,013 | 162,100 | SH | SOLE | 162,100 | 0 | 0 | ||
LEXINGTON REALTY TRUST | COM | 529043101 | 10,859 | 1,153,941 | SH | SOLE | 1,153,941 | 0 | 0 | ||
MARCUS & MILLICHAP INC | COM | 566324109 | 3,737 | 121,122 | SH | SOLE | 121,122 | 0 | 0 | ||
NEW SR INVT GROUP INC | COM | 648691103 | 1,632 | 242,800 | SH | Call | SOLE | 242,800 | 0 | 0 | |
PARAMOUNT GROUP INC | COM | 69924R108 | 6,409 | 457,437 | SH | SOLE | 457,437 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 8,789 | 1,139,990 | SH | SOLE | 1,139,990 | 0 | 0 | ||
RMR GROUP INC | CL A | 74967R106 | 991 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 19,039 | 446,287 | SH | SOLE | 446,287 | 0 | 0 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 24,548 | 382,961 | SH | SOLE | 382,961 | 0 | 0 | ||
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 13,072 | 234,511 | SH | SOLE | 234,511 | 0 | 0 |