Thornburg Investment Management 13F-HR Quarterly holdings report by institutional manager

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
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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
QUIMICA Y MINERA CHIL-R	RIGHT 04/19/2021	833636111	172	55,553	SH		SOLE		55,553	0	0
21VIANET GROUP INC-ADR	SPONSORED ADS A	90138A103	80,812	2,501,921	SH		SOLE		2,490,805	0	11,116
ABB LTD-SPON ADR	SPONSORED ADR	000375204	10,056	330,044	SH		SOLE		325,467	0	4,577
ALIBABA GROUP HOLDING-SP ADR	SPONSORED ADS	01609W102	340,455	1,501,586	SH		SOLE		1,495,822	0	5,764
ASML HOLDING NV-NY REG SHS	N Y REGISTRY SHS	N07059210	42,689	69,148	SH		SOLE		68,111	0	1,037
ASTRAZENECA PLC-SPONS ADR	SPONSORED ADR	046353108	43,564	876,194	SH		SOLE		862,928	0	13,266
ERICSSON (LM) TEL-SP ADR	ADR B SEK 10	294821608	16,423	1,245,082	SH		SOLE		1,227,772	0	17,310
GDS HOLDINGS LTD - ADR	SPONSORED ADS	36165L108	39,065	481,750	SH		SOLE		481,750	0	0
GRUPO AEROPORTUARIO PAC-ADR	SPON ADR B	400506101	1,110	10,549	SH		SOLE		10,534	0	15
HDFC BANK LTD-ADR	SPONSORED ADS	40415F101	5,312	68,372	SH		SOLE		68,279	0	93
HUYA INC-ADR	ADS REP SHS A	44852D108	21	1,102	SH		SOLE		1,084	0	18
ICICI BANK LTD-SPON ADR	ADR	45104G104	5,196	324,118	SH		SOLE		323,638	0	480
INFOSYS LTD-SP ADR	SPONSORED ADR	456788108	6,266	334,706	SH		SOLE		334,673	0	33
KE HOLDINGS INC	SPONSORED ADS	482497104	35,181	617,430	SH		SOLE		613,961	0	3,469
MITSUBISHI UFJ FINL-SPON ADR	SPONSORED ADS	606822104	11,635	2,162,603	SH		SOLE		2,132,005	0	30,598
NATURA &CO HOLDING-ADR	ADS	63884N108	1,195	70,316	SH		SOLE		70,316	0	0
NETEASE INC-ADR	SPONSORED ADS	64110W102	1,185	11,474	SH		SOLE		11,458	0	16
NOVARTIS AG-SPONSORED ADR	SPONSORED ADR	66987V109	801	9,370	SH		SOLE		9,370	0	0
ORANGE-SPON ADR	SPONSORED ADR	684060106	1,564	126,832	SH		SOLE		126,832	0	0
PINDUODUO INC-ADR	SPONSORED ADS	722304102	2,473	18,471	SH		SOLE		18,471	0	0
QUIMICA Y MINERA CHIL-SP ADR	SPON ADR SER B	833635105	17,286	325,720	SH		SOLE		325,680	0	40
ROYAL DUTCH SHELL-SPON ADR-A	SPONS ADR A	780259206	520	13,251	SH		SOLE		13,251	0	0
SEA LTD-ADR	SPONSORD ADS	81141R100	19,503	87,368	SH		SOLE		86,872	0	496
SONY GROUP CORP-SPONSORED ADR	SPONSORED ADR	835699307	9,382	88,499	SH		SOLE		87,250	0	1,249
TAIWAN SEMICONDUCTOR-SP ADR	SPONSORED ADS	874039100	148,804	1,258,068	SH		SOLE		1,248,735	0	9,333
TAL EDUCATION GROUP- ADR	SPONSORED ADS	874080104	48,805	906,307	SH		SOLE		901,327	0	4,980
TELEFONICA BRASIL-ADR	NEW ADR	87936R205	1,479	187,889	SH		SOLE		187,736	0	153
TELKOM INDONESIA PERSERO-ADR	SPONSORED ADR	715684106	973	41,160	SH		SOLE		41,098	0	62
TOTAL SE-SPON ADR	SPONSORED ADS	89151E109	14,060	302,111	SH		SOLE		297,856	0	4,255
VODAFONE GROUP PLC-SP ADR	SPONSORED ADR	92857W308	763	41,413	SH		SOLE		41,413	0	0
YATSEN HOLDING LTD-ADR	ADS	985194109	6,485	525,118	SH		SOLE		525,118	0	0
ZHIHU INC - ADR	ADS	98955N108	315	38,802	SH		SOLE		38,802	0	0
ABBVIE INC	COM	00287Y109	373,875	3,454,768	SH		SOLE		3,454,768	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	126,315	1,358,225	SH		SOLE		1,350,056	0	8,169
AES CORP	COM	00130H105	23,111	862,011	SH		SOLE		862,011	0	0
ALPHABET INC-CL A	CAP STK CL A	02079K305	75,767	36,735	SH		SOLE		36,735	0	0
ALPHABET INC-CL C	CAP STK CL C	02079K107	11,638	5,626	SH		SOLE		5,626	0	0
ALTERYX INC - CLASS A	COM CL A	02156B103	11,241	135,495	SH		SOLE		135,495	0	0
ALTRIA GROUP INC	COM	02209S103	87	1,709	SH		SOLE		1,709	0	0
AMAZON.COM INC	COM	023135106	8,060	2,605	SH		SOLE		2,605	0	0
AMEDISYS INC COM	COM	023436108	34,595	130,651	SH		SOLE		130,651	0	0
APOLLO INVESTMENT CORP	COM NEW	03761U502	58,233	4,244,410	SH		SOLE		4,244,410	0	0
APPLE INC	COM	037833100	3,488	28,555	SH		SOLE		28,555	0	0
ARES CAPITAL CORP	COM	04010L103	281	15,037	SH		SOLE		15,037	0	0
ASSURED GUARANTY LTD	COM	G0585R106	29,253	691,893	SH		SOLE		691,893	0	0
ATLASSIAN CORP PLC-CLASS A	CL A	G06242104	45,999	218,251	SH		SOLE		216,890	0	1,361
AVALARA INC	COM	05338G106	14,158	106,105	SH		SOLE		106,105	0	0
AVANTOR INC	COM	05352A100	51,805	1,790,691	SH		SOLE		1,790,691	0	0
BALLARD POWER SYSTEMS INC	COM	058586108	1,667	68,505	SH		SOLE		68,505	0	0
BLACK KNIGHT INC	COM	09215C105	39,236	530,282	SH		SOLE		530,282	0	0
BOOZ ALLEN HAMILTON HOLDINGS	CL A	099502106	29,803	370,089	SH		SOLE		370,089	0	0
BRIGHT HORIZON FAMILY COM	COM	109194100	15,546	90,671	SH		SOLE		90,671	0	0
BROADCOM INC	COM	11135F101	362,735	782,329	SH		SOLE		782,329	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	15,096	325,552	SH		SOLE		325,552	0	0
BUMBLE INC-A	COM CL A	12047B105	2,044	32,773	SH		SOLE		32,773	0	0
CACI INTERNATIONAL INC -CL A	CL A	127190304	25,406	103,000	SH		SOLE		103,000	0	0
CANADIAN PACIFIC RAILWAY LTD	COM	13645T100	100,096	263,903	SH		SOLE		263,357	0	546
CAPITAL ONE FINANCIAL CORP	COM	14040H105	100,268	788,081	SH		SOLE		788,081	0	0
CARGURUS INC	COM CL A	141788109	533	22,375	SH		SOLE		22,375	0	0
CARMAX INC	COM	143130102	2,208	16,647	SH		SOLE		16,647	0	0
CASELLA WASTE SYSTEMS INC-A	CL A	147448104	32,178	506,178	SH		SOLE		506,178	0	0
CF INDUSTRIES HOLDINGS INC	COM	125269100	39,349	867,111	SH		SOLE		867,111	0	0
CHART INDUSTRIES INC	COM	16115Q308	38,221	268,503	SH		SOLE		268,503	0	0
CISCO SYSTEMS INC	COM	17275R102	96,698	1,870,003	SH		SOLE		1,870,003	0	0
CITIGROUP INC	COM NEW	172967424	316,533	4,350,969	SH		SOLE		4,347,995	0	2,974
CLEAN HARBORS INC	COM	184496107	14,355	170,767	SH		SOLE		170,767	0	0
CME GROUP INC	COM	12572Q105	438,587	2,147,517	SH		SOLE		2,146,809	0	708
COHU INC	COM	192576106	26,241	627,180	SH		SOLE		627,180	0	0
COOPER COS INC/THE	COM NEW	216648402	3,690	9,606	SH		SOLE		9,606	0	0
COUPANG INC	CL A	22266T109	485	9,827	SH		SOLE		9,813	0	14
COURSERA INC	COM	22266M104	6,933	154,072	SH		SOLE		154,072	0	0
CREDICORP LTD	COM	G2519Y108	23,245	170,208	SH		SOLE		170,191	0	17
CROWN HOLDINGS INC	COM	228368106	25,098	258,636	SH		SOLE		258,636	0	0
DARLING INGREDIENTS INC	COM	237266101	29,944	406,959	SH		SOLE		406,959	0	0
DAVITA INC	COM	23918K108	11,150	103,459	SH		SOLE		103,459	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	24,035	327,047	SH		SOLE		327,047	0	0
DOMINION ENERGY INC	COM	25746U109	118	1,556	SH		SOLE		1,556	0	0
EARGO INC	COM	270087109	5,742	114,951	SH		SOLE		114,951	0	0
ELASTIC NV	ORD SHS	N14506104	31,430	282,640	SH		SOLE		282,640	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	13,355	730,170	SH		SOLE		730,170	0	0
ENTEGRIS INC	COM	29362U104	33,617	300,693	SH		SOLE		300,693	0	0
EPAM SYSTEMS INC	COM	29414B104	9,602	24,205	SH		SOLE		24,202	0	3
EQUITABLE HOLDINGS INC	COM	29452E101	190,458	5,838,692	SH		SOLE		5,838,692	0	0
ESTEE LAUDER COMPANIES-CL A	CL A	518439104	323	1,110	SH		SOLE		1,110	0	0
EVENTBRITE INC-CLASS A	COM CL A	29975E109	7,046	317,975	SH		SOLE		317,975	0	0
FACEBOOK INC-CLASS A	CL A	30303M102	73,818	250,629	SH		SOLE		250,629	0	0
FERRARI NV	COM	N3167Y103	66,946	319,888	SH		SOLE		317,971	0	1,917
FLEX LTD	ORD	Y2573F102	15,992	873,399	SH		SOLE		873,399	0	0
FLOOR & DECOR HOLDINGS INC-A	CL A	339750101	32,884	344,409	SH		SOLE		344,409	0	0
FOX FACTORY HOLDING CORP	COM	35138V102	18,422	144,990	SH		SOLE		144,990	0	0
FRESHPET INC	COM	358039105	31,391	197,661	SH		SOLE		197,661	0	0
GLOBANT SA	COM	L44385109	49,438	238,127	SH		SOLE		238,122	0	5
GROCERY OUTLET HOLDING CORP	COM	39874R101	32,446	879,536	SH		SOLE		879,536	0	0
HAEMONETICS CORP/MASS	COM	405024100	18,889	170,153	SH		SOLE		170,153	0	0
HESKA CORP	COM RESTRC NEW	42805E306	29,257	173,673	SH		SOLE		173,673	0	0
HOME DEPOT INC	COM	437076102	317,867	1,041,333	SH		SOLE		1,041,333	0	0
HORIZON THERAPEUTICS PLC	SHS	G46188101	45,821	497,834	SH		SOLE		497,834	0	0
HUNTSMAN CORP	COM	447011107	14,731	510,962	SH		SOLE		510,962	0	0
IAA INC	COM	449253103	23,709	429,981	SH		SOLE		429,981	0	0
INNOVAGE HOLDING CORP	COM	45784A104	1,247	48,363	SH		SOLE		48,363	0	0
INTL FLAVORS & FRAGRANCES	COM	459506101	581	4,162	SH		SOLE		4,162	0	0
IPG PHOTONICS CORP	COM	44980X109	9,805	46,483	SH		SOLE		46,477	0	6
ITT INC	COM	45073V108	20,337	223,700	SH		SOLE		223,700	0	0
JAMES RIVER GROUP HOLDINGS L	COM	G5005R107	2,102	46,069	SH		SOLE		46,069	0	0
JONES LANG LASALLE INC	COM	48020Q107	25,635	143,181	SH		SOLE		143,181	0	0
JPMORGAN CHASE & CO	COM	46625H100	443,679	2,914,529	SH		SOLE		2,913,379	0	1,150
KODIAK SCIENCES INC	COM	50015M109	7,009	61,810	SH		SOLE		61,810	0	0
KORNIT DIGITAL LTD	SHS	M6372Q113	16,635	167,825	SH		SOLE		167,825	0	0
KRATOS DEFENSE & SECURITY	COM NEW	50077B207	11,933	437,411	SH		SOLE		437,411	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	15,631	77,122	SH		SOLE		77,122	0	0
LESLIE'S INC	COM	527064109	8,309	339,283	SH		SOLE		339,283	0	0
LIGHTSPEED POS INC-SUB VOTE	SUB VTG SHS	53227R106	11,271	179,438	SH		SOLE		179,438	0	0
LINDE PLC	SHS	G5494J103	11,221	40,055	SH		SOLE		39,497	0	558
LIVEPERSON INC	COM	538146101	9,734	184,569	SH		SOLE		184,569	0	0
LIVERAMP HOLDINGS INC	COM	53815P108	28,984	558,668	SH		SOLE		558,668	0	0
LOCKHEED MARTIN CORP	COM	539830109	143	386	SH		SOLE		386	0	0
LPL FINANCIAL HOLDINGS INC	COM	50212V100	27,231	191,554	SH		SOLE		191,554	0	0
LYONDELLBASELL INDU-CL A	SHS - A -	N53745100	127,283	1,223,285	SH		SOLE		1,223,285	0	0
MASTERCARD INC - A	CL A	57636Q104	163,460	459,094	SH		SOLE		457,453	0	1,641
MAXLINEAR INC	COM	57776J100	23,143	679,075	SH		SOLE		679,075	0	0
MERCADOLIBRE INC	COM	58733R102	103,238	70,128	SH		SOLE		69,683	0	445
MERCK & CO. INC.	COM	58933Y105	140,903	1,827,775	SH		SOLE		1,827,775	0	0
MICRON TECHNOLOGY INC	COM	595112103	116,107	1,316,255	SH		SOLE		1,310,207	0	6,048
MICROSOFT CORP	COM	594918104	6,748	28,622	SH		SOLE		28,622	0	0
MIRATI THERAPEUTICS INC	COM	60468T105	7,091	41,397	SH		SOLE		41,397	0	0
MONOLITHIC PWR SYS INC COM	COM	609839105	13,322	37,716	SH		SOLE		37,716	0	0
NANOSTRING TECHNOLOGIES INC	COM	63009R109	10,299	156,736	SH		SOLE		156,736	0	0
NATERA INC	COM	632307104	13,342	131,398	SH		SOLE		131,398	0	0
NEVRO CORP	COM	64157F103	9,676	69,363	SH		SOLE		69,363	0	0
NEXTERA ENERGY INC	COM	65339F101	177	2,344	SH		SOLE		2,344	0	0
NIKE INC -CL B	CL B	654106103	180	1,358	SH		SOLE		1,358	0	0
NLIGHT INC	COM	65487K100	10,481	323,495	SH		SOLE		323,495	0	0
NOMAD FOODS LTD	USD ORD SHS	G6564A105	6,637	241,714	SH		SOLE		241,714	0	0
NORWEGIAN CRUISE LINE HOLDINGS	SHS	G66721104	16,140	584,984	SH		SOLE		584,984	0	0
NVIDIA CORP	COM	67066G104	75	141	SH		SOLE		141	0	0
OLLIE'S BARGAIN OUTLET HOLDI	COM	681116109	17,012	195,542	SH		SOLE		195,542	0	0
ONEMAIN HOLDINGS INC	COM	68268W103	25,230	469,653	SH		SOLE		469,653	0	0
OPEN LENDING CORP - CL A	COM CL A	68373J104	9,914	279,912	SH		SOLE		279,912	0	0
PAGSEGURO DIGITAL LTD-CL A	COM CL A	G68707101	13,569	293,076	SH		SOLE		293,053	0	23
PAR TECHNOLOGY CORP/DEL	COM	698884103	8,064	123,290	SH		SOLE		123,290	0	0
PENN NATIONAL GAMING INC	COM	707569109	12,190	116,274	SH		SOLE		116,274	0	0
PETIQ INC	COM CL A	71639T106	26,879	762,300	SH		SOLE		762,300	0	0
PFIZER INC	COM	717081103	134,218	3,704,606	SH		SOLE		3,704,606	0	0
PINNACLE FINANCIAL PARTNERS	COM	72346Q104	22,396	252,607	SH		SOLE		252,607	0	0
PLANET FITNESS INC - CL A	CL A	72703H101	12,772	165,230	SH		SOLE		165,230	0	0
PLUG POWER INC	COM NEW	72919P202	10,510	293,252	SH		SOLE		293,252	0	0
PPG INDUSTRIES INC	COM	693506107	377	2,508	SH		SOLE		2,508	0	0
PROCTER & GAMBLE CO/THE	COM	742718109	165	1,217	SH		SOLE		1,217	0	0
PTC INC	COM	69370C100	3,293	23,926	SH		SOLE		23,926	0	0
QORVO INC	COM	74736K101	71,297	390,243	SH		SOLE		390,243	0	0
QUALCOMM INC	COM	747525103	256,188	1,932,181	SH		SOLE		1,932,181	0	0
QUANTA SERVICES INC	COM	74762E102	9,491	107,878	SH		SOLE		107,878	0	0
RADIUS GLOBAL INFRASTRUCTU-A	COM CL A	750481103	9,808	667,242	SH		SOLE		667,242	0	0
REGIONS FINANCIAL CORP	COM	7591EP100	236,919	11,467,529	SH		SOLE		11,467,529	0	0
REPAY HOLDINGS CORP	COM CL A	76029L100	35,447	1,509,682	SH		SOLE		1,509,682	0	0
REPLIGEN CORP	COM	759916109	14,105	72,554	SH		SOLE		72,554	0	0
SCHWAB (CHARLES) CORP	COM	808513105	59,009	905,324	SH		SOLE		905,324	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	15,636	200,462	SH		SOLE		200,462	0	0
SERVICENOW INC	COM	81762P102	544	1,088	SH		SOLE		1,088	0	0
SHIFT4 PAYMENTS INC-CLASS A	CL A	82452J109	10,391	126,699	SH		SOLE		126,699	0	0
SHOALS TECHNOLOGIES GROUP -A	CL A	82489W107	869	25,000	SH		SOLE		25,000	0	0
SHOPIFY INC - CLASS A	CL A	82509L107	74,776	67,579	SH		SOLE		67,157	0	422
SIGNATURE BANK	COM	82669G104	33,720	149,137	SH		SOLE		149,137	0	0
SLR INVESTMENT CORP	COM	83413U100	82,574	4,649,456	SH		SOLE		4,649,456	0	0
SONOS INC	COM	83570H108	34,474	920,030	SH		SOLE		920,030	0	0
SPIRIT AEROSYSTEMS HOLD-CL A	COM CL A	848574109	21,560	443,162	SH		SOLE		443,162	0	0
STARBUCKS CORP	COM	855244109	141	1,289	SH		SOLE		1,289	0	0
STELLANTIS NV	SHS	N82405106	1,668	93,752	SH		SOLE		93,752	0	0
SUNOPTA INC	COM	8676EP108	16,338	1,106,163	SH		SOLE		1,106,163	0	0
T-MOBILE US INC	COM	872590104	48,346	385,872	SH		SOLE		385,872	0	0
TEEKAY LNG PARTNERS LP	PRTNRSP UNITS	Y8564M105	4,562	317,025	SH		SOLE		317,025	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	37,576	90,839	SH		SOLE		90,839	0	0
TERMINIX GLOBAL HOLDINGS INC	COM	88087E100	19,343	405,767	SH		SOLE		405,767	0	0
TJX COMPANIES INC	COM	872540109	49,054	741,554	SH		SOLE		741,554	0	0
TPI COMPOSITES INC	COM	87266J104	22,035	390,483	SH		SOLE		390,483	0	0
TREX COMPANY INC	COM	89531P105	15,464	168,935	SH		SOLE		168,935	0	0
UBS GROUP AG-REG	SHS	H42097107	878	56,540	SH		SOLE		56,540	0	0
VALERO ENERGY CORP	COM	91913Y100	219	3,057	SH		SOLE		3,057	0	0
VARONIS SYSTEMS INC	COM	922280102	32,377	630,630	SH		SOLE		630,630	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	76	1,300	SH		SOLE		1,300	0	0
VIATRIS INC	COM	92556V106	7	483	SH		SOLE		483	0	0
VISA INC-CLASS A SHARES	COM CL A	92826C839	74,615	352,406	SH		SOLE		350,273	0	2,133
WALGREENS BOOTS ALLIANCE INC	COM	931427108	225,764	4,112,279	SH		SOLE		4,112,279	0	0
WALT DISNEY CO/THE	COM	254687106	72,587	393,384	SH		SOLE		392,802	0	582
WESTERN ALLIANCE BANCORP	COM	957638109	3,238	34,282	SH		SOLE		34,282	0	0
WIX.COM LTD	SHS	M98068105	51,441	184,231	SH		SOLE		183,294	0	937
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	306	4,387	SH		SOLE		4,387	0	0
XP INC - CLASS A	CL A	G98239109	985	26,145	SH		SOLE		26,106	0	39
XPO LOGISTICS INC	COM	983793100	25,147	203,947	SH		SOLE		203,947	0	0
YANDEX NV-A	SHS CLASS A	N97284108	74,789	1,167,479	SH		SOLE		1,160,512	0	6,967
YETI HOLDINGS INC	COM	98585X104	10,679	147,882	SH		SOLE		147,882	0	0
YUM CHINA HOLDINGS INC	COM	98850P109	838	14,153	SH		SOLE		14,132	0	21
ZYNGA INC	CL A	98986T108	48,879	4,787,387	SH		SOLE		4,787,387	0	0
INVESCO DB AGRICULTURE FUND	AGRICULTURE FD	46140H106	243	14,323	SH		SOLE		14,323	0	0
INVESCO DB BASE METALS FUND	BASE METALS FD	46140H700	876	47,028	SH		SOLE		47,028	0	0
INVESCO SENIOR LOAN ETF	SR LN ETF	46138G508	419	18,940	SH		SOLE		18,940	0	0
ISHARES IBOXX HIGH YLD CORP	IBOXX HI YD ETF	464288513	165	1,896	SH		SOLE		1,896	0	0
ISHARES MSCI ACWI EX US INDX	MSCI ACWI EX US	464288240	13,902	251,946	SH		SOLE		251,058	0	888
ISHARES MSCI EAFE ETF	MSCI EAFE ETF	464287465	820	10,809	SH		SOLE		10,513	0	296
ISHARES MSCI EMERGING MARKET	MSCI EMG MKT ETF	464287234	248	4,656	SH		SOLE		4,516	0	140
ISHARES TRUST ISHARES 1-5 YEAR	ISHS 1-5YR INVS	464288646	146	2,662	SH		SOLE		2,662	0	0
SPDR GOLD SHARES	GOLD SHS	78463V107	792	4,950	SH		SOLE		4,950	0	0
CHIMERA INVESTMENT CORP	COM NEW	16934Q208	209,756	16,516,207	SH		SOLE		16,516,207	0	0
CROWN CASTLE INTL CORP	COM	22822V101	61,118	355,066	SH		SOLE		355,066	0	0
GRANITE POINT MORTGAGE TRUST	COM STK	38741L107	16,967	1,417,500	SH		SOLE		1,417,500	0	0
LAMAR ADVERTISING CO-A	CL A	512816109	55,707	593,136	SH		SOLE		593,136	0	0
WASHINGTON REIT	SH BEN INT	939653101	67,729	3,064,661	SH		SOLE		3,064,661	0	0