The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
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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
CBRE GROUP INC CL A 12504L109 14,658,262 108,211 SH SOLE 108,211 0 0
AMERICOLD REALTY TRUST INC CALL 03064D908 12,262,200 1,070,000 SH Call SOLE 1,070,000 0 0
CUBESMART COM 229663109 18,924,447 516,356 SH SOLE 516,356 0 0
DIGITAL RLTY TR INC COM 253868103 11,611,651 64,434 SH SOLE 64,434 0 0
EQUITY LIFESTYLE PROPERTIES CALL 29472R908 7,864,920 126,000 SH Call SOLE 126,000 0 0
EQUINIX INC PUT 29444U950 19,604,800 20,000 SH Put SOLE 20,000 0 0
EQUINIX INC COM 29444U700 39,001,789 39,788 SH SOLE 39,788 0 0
FIRST INDL RLTY TR INC COM 32054K103 27,990,375 483,844 SH SOLE 483,844 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 21,835,738 716,866 SH SOLE 716,866 0 0
ISHARES TR CALL 464287909 22,666,032 239,700 SH Call SOLE 239,700 0 0
JANUS LIVING INC CL A-1 471024109 3,535,500 150,000 SH SOLE 150,000 0 0
NEWMARK GROUP INC CL A 65158N102 3,927,305 261,995 SH SOLE 261,995 0 0
STATE STR SPDR S&P 500 ETF T PUT 78462F953 51,702,030 79,500 SH Put SOLE 79,500 0 0
STATE STR SPDR S&P 500 ETF T PUT 78462F953 100,152,360 154,000 SH Put SOLE 154,000 0 0
SUN CMNTYS INC COM 866674104 41,667,064 330,796 SH SOLE 330,796 0 0