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 | 20,975 | 945,676 | SH | SOLE | 945,676 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 24,254 | 1,101,466 | SH | SOLE | 1,101,466 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 23,904 | 565,110 | SH | SOLE | 565,110 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 8,938 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 25,946 | 748,600 | SH | SOLE | 748,600 | 0 | 0 | ||
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 15,192 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 7,922 | 348,841 | SH | SOLE | 348,841 | 0 | 0 | ||
| CORPORATE OFFICE PPTYS TR | SH BEN INT | 22002T108 | 8,815 | 304,064 | SH | SOLE | 304,064 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 1,640 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 19,527 | 499,405 | SH | SOLE | 499,405 | 0 | 0 | ||
| EMPIRE ST RLTY TR INC | CL A | 292104106 | 25,092 | 1,467,378 | SH | SOLE | 1,467,378 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 30,438 | 70,803 | SH | SOLE | 70,803 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 64,484 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 16,827 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| FEDERAL REALTY INVT TR | SH BEN INT NEW | 313747206 | 10,124 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FIRST INDUSTRIAL REALTY TRUS | COM | 32054K103 | 25,267 | 757,846 | SH | SOLE | 757,846 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 36,387 | 1,595,214 | SH | SOLE | 1,595,214 | 0 | 0 | ||
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | 12,717 | 516,333 | SH | SOLE | 516,333 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 11,344 | 439,365 | SH | SOLE | 439,365 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 24,070 | 892,789 | SH | SOLE | 892,789 | 0 | 0 | ||
| HIGHWOODS PPTYS INC | COM | 431284108 | 7,102 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 7,916 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 20,486 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 22,637 | 638,930 | SH | SOLE | 638,930 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 19,537 | 313,000 | SH | SOLE | 313,000 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 17,256 | 473,153 | SH | SOLE | 473,153 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 24,257 | 547,200 | SH | SOLE | 547,200 | 0 | 0 | ||
| LIFE STORAGE INC | COM | 53223X107 | 15,147 | 155,653 | SH | SOLE | 155,653 | 0 | 0 | ||
| M D C HLDGS INC | COM | 552676108 | 6,486 | 210,800 | SH | SOLE | 210,800 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 19,834 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 10,857 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,008 | 107,500 | SH | SOLE | 107,500 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 17,499 | 1,246,403 | SH | SOLE | 1,246,403 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 10,663 | 350,062 | SH | SOLE | 350,062 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 2,376 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 24,705 | 735,500 | SH | SOLE | 735,500 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 29,307 | 741,952 | SH | SOLE | 741,952 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 4,643 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| RETAIL PPTYS AMER INC | CL A | 76131V202 | 19,326 | 1,512,232 | SH | SOLE | 1,512,232 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 8,748 | 240,993 | SH | SOLE | 240,993 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 7,599 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 19,576 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 4,589 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 6,196 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 650 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 7,381 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| VORNADO RLTY TR | SH BEN INT | 929042109 | 15,198 | 205,600 | SH | SOLE | 205,600 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 18,230 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 19,315 | 328,326 | SH | SOLE | 328,326 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 5,020 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 14,592 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||