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 ASSETS TR INC | COM | 024013104 | 6,110,923 | 247,506 | SH | SOLE | 247,506 | 0 | 0 | ||
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 | 1,263,199 | 74,525 | SH | SOLE | 74,525 | 0 | 0 | ||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 20,507,085 | 481,500 | SH | SOLE | 481,500 | 0 | 0 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 14,900,416 | 130,146 | SH | SOLE | 130,146 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 5,387,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 2,984,776 | 18,325 | SH | SOLE | 18,325 | 0 | 0 | ||
| ELME COMMUNITIES | SH BEN INT | 939653101 | 409,630 | 276,777 | SH | SOLE | 276,777 | 0 | 0 | ||
| EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 | 17,328,285 | 268,864 | SH | SOLE | 268,864 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 8,519,883 | 138,964 | SH | SOLE | 138,964 | 0 | 0 | ||
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | 18,463,638 | 752,083 | SH | SOLE | 752,083 | 0 | 0 | ||
| INDEPENDENCE RLTY TR INC | COM | 45378A106 | 30,391,906 | 1,820,965 | SH | SOLE | 1,820,965 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 4,168,980 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
| KILROY REALTY CORP | COM | 49427F108 | 1,124,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 2,817,316 | 31,134 | SH | SOLE | 31,134 | 0 | 0 | ||
| PROLOGIS INC. | COM | 74340W103 | 5,801,503 | 42,825 | SH | SOLE | 42,825 | 0 | 0 | ||
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | 83192D402 | 5,745,578 | 176,787 | SH | SOLE | 176,787 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 2,031,530 | 124,025 | SH | SOLE | 124,025 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 247,125 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 8,448,210 | 318,200 | SH | SOLE | 318,200 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 2,485,725 | 63,250 | SH | SOLE | 63,250 | 0 | 0 | ||