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
Expires:	Oct 31, 2018
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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
21VIANET GROUP INC-ADR	SPONSORED ADS A	90138A103	74,657	3,253,012	SH		SOLE		3,237,859	0	15,153
ABB LTD-SPON ADR	SPONSORED ADR	000375204	11,341	333,664	SH		SOLE		329,254	0	4,410
ALIBABA GROUP HOLDING-SP ADR	SPONSORED ADS	01609W102	227,169	1,001,715	SH		SOLE		996,471	0	5,244
ASML HOLDING NV-NY REG SHS	N Y REGISTRY SHS	N07059210	46,333	67,067	SH		SOLE		66,094	0	973
ASTRAZENECA PLC-SPONS ADR	SPONSORED ADR	046353108	57,559	960,926	SH		SOLE		946,783	0	14,143
CRH PLC-SPONSORED ADR	ADR	12626K203	4,952	97,412	SH		SOLE		96,106	0	1,306
ERICSSON (LM) TEL-SP ADR	ADR B SEK 10	294821608	15,833	1,258,621	SH		SOLE		1,241,959	0	16,662
GDS HOLDINGS LTD - ADR	SPONSORED ADS	36165L108	58,714	748,044	SH		SOLE		746,726	0	1,318
GRUPO AEROPORTUARIO PAC-ADR	SPON ADR B	400506101	2,458	23,000	SH		SOLE		22,970	0	30
HDFC BANK LTD-ADR	SPONSORED ADS	40415F101	5,476	74,890	SH		SOLE		74,802	0	88
ICICI BANK LTD-SPON ADR	ADR	45104G104	2,998	175,313	SH		SOLE		175,091	0	222
INFOSYS LTD-SP ADR	SPONSORED ADR	456788108	31,822	1,501,729	SH		SOLE		1,501,588	0	141
ING GROEP N.V.-SPONSORED ADR	SPONSORED ADR	456837103	4,811	363,367	SH		SOLE		358,529	0	4,838
JUST EAT TAKEAWAY-SPONS ADR	SPONSORED ADS	48214T305	16,415	898,940	SH		SOLE		884,848	0	14,092
KANZHUN LTD	SPONSORED ADS	48553T106	19,998	504,362	SH		SOLE		504,362	0	0
KE HOLDINGS INC	SPONSORED ADS	482497104	28,153	590,457	SH		SOLE		587,174	0	3,283
MITSUBISHI UFJ FINL-SPON ADR	SPONSORED ADS	606822104	11,901	2,195,746	SH		SOLE		2,166,352	0	29,394
NATURA &CO HOLDING-ADR	ADS	63884N108	1,867	82,291	SH		SOLE		82,185	0	106
NETEASE INC-ADR	SPONSORED ADS	64110W102	1,542	13,379	SH		SOLE		13,363	0	16
NOVARTIS AG-SPONSORED ADR	SPONSORED ADR	66987V109	855	9,370	SH		SOLE		9,370	0	0
OATLY GROUP AB	SPONSORED ADS	67421J108	8,145	333,003	SH		SOLE		333,003	0	0
ORANGE-SPON ADR	SPONSORED ADR	684060106	1,451	126,832	SH		SOLE		126,832	0	0
OZON HOLDINGS PLC - ADR	SPONSORED ADS	69269L104	875	14,930	SH		SOLE		14,929	0	1
PINDUODUO INC-ADR	SPONSORED ADS	722304102	2,950	23,227	SH		SOLE		23,227	0	0
QUIMICA Y MINERA CHIL-SP ADR	SPON ADR SER B	833635105	27,459	580,164	SH		SOLE		580,163	0	1
ROYAL DUTCH SHELL-SPON ADR-A	SPONS ADR A	780259206	535	13,251	SH		SOLE		13,251	0	0
SEA LTD-ADR	SPONSORD ADS	81141R100	43,336	157,816	SH		SOLE		156,982	0	834
SONY GROUP CORP-SPONSORED ADR	SPONSORED ADR	835699307	9,972	102,570	SH		SOLE		101,205	0	1,365
TAIWAN SEMICONDUCTOR-SP ADR	SPONSORED ADS	874039100	161,367	1,342,931	SH		SOLE		1,333,646	0	9,285
TELEFONICA BRASIL-ADR	NEW ADR	87936R205	1,788	210,341	SH		SOLE		210,161	0	180
TELKOM INDONESIA PERSERO-ADR	SPONSORED ADR	715684106	1,047	48,296	SH		SOLE		48,234	0	62
TOTALENERGIES SE-SPON ADR	SPONSORED ADS	89151E109	13,901	307,136	SH		SOLE		303,046	0	4,090
VALE SA-SP ADR	SPONSORED ADS	91912E105	1,604	70,335	SH		SOLE		70,244	0	91
VODAFONE GROUP PLC-SP ADR	SPONSORED ADR	92857W308	709	41,413	SH		SOLE		41,413	0	0
ABBVIE INC	COM	00287Y109	385,633	3,423,590	SH		SOLE		3,423,590	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	119,424	1,251,301	SH		SOLE		1,243,663	0	7,638
ADVANCED MICRO DEVICES	COM	007903107	2,909	30,975	SH		SOLE		30,975	0	0
AES CORP	COM	00130H105	22,002	843,974	SH		SOLE		843,974	0	0
AGILYSYS INC	COM	00847J105	4,470	78,596	SH		SOLE		78,596	0	0
AJAX I-CL A	COM	G0190X100	17,102	1,717,100	SH		SOLE		1,706,553	0	10,547
ALPHABET INC-CL A	CAP STK CL A	02079K305	83,165	34,059	SH		SOLE		34,059	0	0
ALPHABET INC-CL C	CAP STK CL C	02079K107	5,920	2,362	SH		SOLE		2,362	0	0
ALTRIA GROUP INC	COM	02209S103	110	2,311	SH		SOLE		2,311	0	0
AMAZON.COM INC	COM	023135106	5,016	1,458	SH		SOLE		1,458	0	0
AMEDISYS INC COM	COM	023436108	29,193	119,190	SH		SOLE		119,190	0	0
ANAPLAN INC	COM	03272L108	11,093	208,120	SH		SOLE		208,120	0	0
APOLLO INVESTMENT CORP	COM NEW	03761U502	57,500	4,212,485	SH		SOLE		4,212,485	0	0
APPLE INC	COM	037833100	3,316	24,214	SH		SOLE		24,214	0	0
ARES CAPITAL CORP	COM	04010L103	295	15,037	SH		SOLE		15,037	0	0
ASSURED GUARANTY LTD	COM	G0585R106	23,383	492,474	SH		SOLE		492,474	0	0
ATLASSIAN CORP PLC-CLASS A	CL A	G06242104	53,954	210,054	SH		SOLE		208,692	0	1,362
ATRICURE INC	COM	04963C209	11,117	140,138	SH		SOLE		140,138	0	0
AVANTOR INC	COM	05352A100	57,776	1,627,029	SH		SOLE		1,627,029	0	0
BALLARD POWER SYSTEMS INC	COM	058586108	1,346	74,308	SH		SOLE		74,308	0	0
BIGCOMMERCE HOLDINGS-SER 1	COM SER 1	08975P108	7,216	111,157	SH		SOLE		111,157	0	0
BLACK KNIGHT INC	COM	09215C105	37,222	477,324	SH		SOLE		477,324	0	0
BOOZ ALLEN HAMILTON HOLDINGS	CL A	099502106	27,553	323,469	SH		SOLE		323,469	0	0
BRIGHT HORIZON FAMILY COM	COM	109194100	11,242	76,418	SH		SOLE		76,418	0	0
BROADCOM INC	COM	11135F101	374,238	784,829	SH		SOLE		784,829	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	15,384	360,621	SH		SOLE		360,621	0	0
BUMBLE INC-A	COM CL A	12047B105	4,301	74,671	SH		SOLE		74,671	0	0
CACI INTERNATIONAL INC -CL A	CL A	127190304	26,277	103,000	SH		SOLE		103,000	0	0
CANADIAN PACIFIC RAILWAY LTD	COM	13645T100	103,369	1,344,028	SH		SOLE		1,341,400	0	2,628
CAPITAL ONE FINANCIAL CORP	COM	14040H105	94,844	613,126	SH		SOLE		613,126	0	0
CARGURUS INC	COM CL A	141788109	264	10,054	SH		SOLE		10,054	0	0
CASELLA WASTE SYSTEMS INC-A	CL A	147448104	31,267	492,938	SH		SOLE		492,938	0	0
CF INDUSTRIES HOLDINGS INC	COM	125269100	43,397	843,485	SH		SOLE		843,485	0	0
CHART INDUSTRIES INC	COM	16115Q308	32,253	220,426	SH		SOLE		220,426	0	0
CISCO SYSTEMS INC	COM	17275R102	99,132	1,870,421	SH		SOLE		1,870,421	0	0
CITIGROUP INC	COM NEW	172967424	267,691	3,783,612	SH		SOLE		3,780,741	0	2,871
CLEAN HARBORS INC	COM	184496107	14,621	156,975	SH		SOLE		156,975	0	0
CME GROUP INC	COM	12572Q105	446,902	2,101,289	SH		SOLE		2,100,604	0	685
COHU INC	COM	192576106	25,351	689,082	SH		SOLE		689,082	0	0
COOPER COS INC/THE	COM NEW	216648402	1,859	4,691	SH		SOLE		4,691	0	0
COUPANG INC	CL A	22266T109	2,025	48,427	SH		SOLE		48,426	0	1
COURSERA INC	COM	22266M104	3,934	99,434	SH		SOLE		99,434	0	0
CREDICORP LTD	COM	G2519Y108	14,367	118,625	SH		SOLE		118,624	0	1
CROWN HOLDINGS INC	COM	228368106	21,536	210,706	SH		SOLE		210,706	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	23,979	255,394	SH		SOLE		255,394	0	0
DLOCAL LTD/URUGUAY	CLASS A COM	G29018101	15,686	298,618	SH		SOLE		298,594	0	24
DOMO INC - CLASS B	COM CL B	257554105	11,041	136,596	SH		SOLE		136,596	0	0
EARGO INC	COM	270087109	7,901	197,961	SH		SOLE		197,961	0	0
ELASTIC NV	ORD SHS	N14506104	38,177	261,917	SH		SOLE		261,917	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	16,916	723,504	SH		SOLE		723,504	0	0
ENTEGRIS INC	COM	29362U104	32,100	261,036	SH		SOLE		261,036	0	0
ENVISTA HOLDINGS CORP	COM	29415F104	13,045	301,887	SH		SOLE		301,887	0	0
EPAM SYSTEMS INC	COM	29414B104	13,733	26,876	SH		SOLE		26,873	0	3
EQUITABLE HOLDINGS INC	COM	29452E101	172,489	5,664,660	SH		SOLE		5,664,660	0	0
ESTEE LAUDER COMPANIES-CL A	CL A	518439104	353	1,110	SH		SOLE		1,110	0	0
EVENTBRITE INC-CLASS A	COM CL A	29975E109	12,357	650,382	SH		SOLE		650,382	0	0
FACEBOOK INC-CLASS A	CL A	30303M102	83,272	239,486	SH		SOLE		239,486	0	0
FERRARI NV	COM	N3167Y103	66,357	322,044	SH		SOLE		320,107	0	1,937
FLEX LTD	ORD	Y2573F102	14,397	805,676	SH		SOLE		805,676	0	0
FLOOR & DECOR HOLDINGS INC-A	CL A	339750101	33,346	315,474	SH		SOLE		315,474	0	0
FOX FACTORY HOLDING CORP	COM	35138V102	19,823	127,349	SH		SOLE		127,349	0	0
FRESHPET INC	COM	358039105	30,502	187,176	SH		SOLE		187,176	0	0
GLOBANT SA	COM	L44385109	46,134	210,483	SH		SOLE		210,478	0	5
GROCERY OUTLET HOLDING CORP	COM	39874R101	25,921	747,863	SH		SOLE		747,863	0	0
HAEMONETICS CORP/MASS	COM	405024100	16,432	246,575	SH		SOLE		246,575	0	0
HESKA CORP	COM RESTRC NEW	42805E306	38,670	168,328	SH		SOLE		168,328	0	0
HOME DEPOT INC	COM	437076102	274,145	859,686	SH		SOLE		859,686	0	0
HORIZON THERAPEUTICS PLC	SHS	G46188101	45,158	482,256	SH		SOLE		482,256	0	0
HUDBAY MINERALS INC	COM	443628102	3,797	570,100	SH		SOLE		570,100	0	0
HUNTSMAN CORP	COM	447011107	955	36,028	SH		SOLE		36,028	0	0
IAA INC	COM	449253103	22,855	419,042	SH		SOLE		419,042	0	0
II-VI INC	COM	902104108	8,671	119,450	SH		SOLE		119,450	0	0
INNOVAGE HOLDING CORP	COM	45784A104	1,594	74,789	SH		SOLE		74,789	0	0
ITT INC	COM	45073V108	15,078	164,624	SH		SOLE		164,624	0	0
JONES LANG LASALLE INC	COM	48020Q107	23,609	120,786	SH		SOLE		120,786	0	0
JPMORGAN CHASE & CO	COM	46625H100	419,536	2,697,287	SH		SOLE		2,696,178	0	1,109
KORNIT DIGITAL LTD	SHS	M6372Q113	18,844	151,566	SH		SOLE		151,566	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	16,452	76,115	SH		SOLE		76,115	0	0
LESLIE'S INC	COM	527064109	11,446	416,372	SH		SOLE		416,372	0	0
LINDE PLC	SHS	G5494J103	12,374	42,803	SH		SOLE		42,266	0	537
LIVEPERSON INC	COM	538146101	12,472	197,210	SH		SOLE		197,210	0	0
LIVERAMP HOLDINGS INC	COM	53815P108	1,158	24,723	SH		SOLE		24,723	0	0
LOCKHEED MARTIN CORP	COM	539830109	112	297	SH		SOLE		297	0	0
LPL FINANCIAL HOLDINGS INC	COM	50212V100	24,153	178,941	SH		SOLE		178,941	0	0
LYONDELLBASELL INDU-CL A	SHS - A -	N53745100	137,199	1,333,710	SH		SOLE		1,333,710	0	0
MASTERCARD INC - A	CL A	57636Q104	158,750	434,824	SH		SOLE		433,175	0	1,649
MAXLINEAR INC	COM	57776J100	28,046	660,057	SH		SOLE		660,057	0	0
MERCADOLIBRE INC	COM	58733R102	121,852	78,221	SH		SOLE		77,752	0	469
MERCK & CO. INC.	COM	58933Y105	159,521	2,051,194	SH		SOLE		2,051,194	0	0
MICRON TECHNOLOGY INC	COM	595112103	117,670	1,384,676	SH		SOLE		1,379,037	0	5,639
MICROSOFT CORP	COM	594918104	6,920	25,546	SH		SOLE		25,546	0	0
MONOLITHIC PWR SYS INC COM	COM	609839105	13,411	35,911	SH		SOLE		35,911	0	0
MP MATERIALS CORP	COM CL A	553368101	16,619	450,873	SH		SOLE		450,873	0	0
NANOSTRING TECHNOLOGIES INC	COM	63009R109	8,739	134,879	SH		SOLE		134,879	0	0
NATERA INC	COM	632307104	14,203	125,104	SH		SOLE		125,104	0	0
NEVRO CORP	COM	64157F103	10,949	66,042	SH		SOLE		66,042	0	0
NLIGHT INC	COM	65487K100	11,174	307,997	SH		SOLE		307,997	0	0
NOMAD FOODS LTD	USD ORD SHS	G6564A105	4,406	155,840	SH		SOLE		155,840	0	0
NORWEGIAN CRUISE LINE HOLDINGS	SHS	G66721104	17,047	579,643	SH		SOLE		579,643	0	0
NVIDIA CORP	COM	67066G104	4,313	5,390	SH		SOLE		5,390	0	0
OLLIE'S BARGAIN OUTLET HOLDI	COM	681116109	14,069	167,228	SH		SOLE		167,228	0	0
ONEMAIN HOLDINGS INC	COM	68268W103	27,242	454,709	SH		SOLE		454,709	0	0
OPEN LENDING CORP - CL A	COM CL A	68373J104	11,484	266,502	SH		SOLE		266,502	0	0
ORGANON & CO	COMMON STOCK	68622V106	6,207	205,117	SH		SOLE		205,117	0	0
OTIS WORLDWIDE CORP	COM	68902V107	37,378	457,110	SH		SOLE		454,324	0	2,786
OVERSTOCK.COM INC	COM	690370101	8,113	87,998	SH		SOLE		87,998	0	0
PAGSEGURO DIGITAL LTD-CL A	COM CL A	G68707101	20,463	365,929	SH		SOLE		365,895	0	34
PAR TECHNOLOGY CORP/DEL	COM	698884103	8,623	123,290	SH		SOLE		123,290	0	0
PENN NATIONAL GAMING INC	COM	707569109	8,468	110,704	SH		SOLE		110,704	0	0
PETIQ INC	COM CL A	71639T106	29,573	766,146	SH		SOLE		766,146	0	0
PFIZER INC	COM	717081103	144,885	3,699,816	SH		SOLE		3,699,816	0	0
PINNACLE FINANCIAL PARTNERS	COM	72346Q104	22,099	250,301	SH		SOLE		250,301	0	0
PPG INDUSTRIES INC	COM	693506107	516	3,041	SH		SOLE		3,041	0	0
PROCORE TECHNOLOGIES INC	COM	74275K108	7,180	75,620	SH		SOLE		75,620	0	0
QORVO INC	COM	74736K101	68,131	348,231	SH		SOLE		348,231	0	0
QUALCOMM INC	COM	747525103	276,621	1,935,361	SH		SOLE		1,935,347	0	14
QUANTA SERVICES INC	COM	74762E102	2,027	22,377	SH		SOLE		22,377	0	0
RADIUS GLOBAL INFRASTRUCTU-A	COM CL A	750481103	12,311	849,048	SH		SOLE		849,048	0	0
REGIONS FINANCIAL CORP	COM	7591EP100	231,634	11,478,372	SH		SOLE		11,478,372	0	0
REPAY HOLDINGS CORP	COM CL A	76029L100	32,515	1,352,527	SH		SOLE		1,352,527	0	0
REPLIGEN CORP	COM	759916109	15,545	77,875	SH		SOLE		77,875	0	0
REXNORD CORP	COM	76169B102	6,954	138,966	SH		SOLE		138,966	0	0
SCHWAB (CHARLES) CORP	COM	808513105	59,209	813,197	SH		SOLE		813,197	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	15,264	176,339	SH		SOLE		176,339	0	0
SERVICENOW INC	COM	81762P102	105	191	SH		SOLE		191	0	0
SHIFT4 PAYMENTS INC-CLASS A	CL A	82452J109	13,138	140,180	SH		SOLE		140,180	0	0
SHOPIFY INC - CLASS A	CL A	82509L107	102,946	70,464	SH		SOLE		70,032	0	432
SIGNATURE BANK	COM	82669G104	41,669	169,628	SH		SOLE		169,628	0	0
SKYWATER TECHNOLOGY INC	COM	83089J108	8,517	297,261	SH		SOLE		297,261	0	0
SLR INVESTMENT CORP	COM	83413U100	86,666	4,649,456	SH		SOLE		4,649,456	0	0
SONOS INC	COM	83570H108	27,679	785,656	SH		SOLE		785,656	0	0
SPIRIT AEROSYSTEMS HOLD-CL A	COM CL A	848574109	20,303	430,237	SH		SOLE		430,237	0	0
STELLANTIS NV	SHS	N82405106	2,105	106,808	SH		SOLE		106,808	0	0
SUNOPTA INC	COM	8676EP108	15,246	1,245,580	SH		SOLE		1,245,580	0	0
T-MOBILE US INC	COM	872590104	52,691	363,811	SH		SOLE		363,811	0	0
TEEKAY LNG PARTNERS LP	PRTNRSP UNITS	Y8564M105	4,563	302,386	SH		SOLE		302,386	0	0
TELADOC HEALTH INC	COM	87918A105	18,536	111,469	SH		SOLE		111,469	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	31,896	76,155	SH		SOLE		76,155	0	0
TERMINIX GLOBAL HOLDINGS INC	COM	88087E100	17,159	359,659	SH		SOLE		359,659	0	0
TJX COMPANIES INC	COM	872540109	49,641	736,290	SH		SOLE		736,290	0	0
TREX COMPANY INC	COM	89531P105	15,864	155,208	SH		SOLE		155,208	0	0
UBS GROUP AG-REG	SHS	H42097107	867	56,540	SH		SOLE		56,540	0	0
VALERO ENERGY CORP	COM	91913Y100	239	3,057	SH		SOLE		3,057	0	0
VARONIS SYSTEMS INC	COM	922280102	31,769	551,357	SH		SOLE		551,357	0	0
VISA INC-CLASS A SHARES	COM CL A	92826C839	80,993	346,392	SH		SOLE		344,240	0	2,152
WALGREENS BOOTS ALLIANCE INC	COM	931427108	199,994	3,801,452	SH		SOLE		3,801,452	0	0
WALT DISNEY CO/THE	COM	254687106	69,136	393,335	SH		SOLE		392,774	0	561
WESTERN ALLIANCE BANCORP	COM	957638109	2,162	23,283	SH		SOLE		23,283	0	0
WIX.COM LTD	SHS	M98068105	59,572	205,221	SH		SOLE		204,083	0	1,138
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	317	4,387	SH		SOLE		4,387	0	0
XP INC - CLASS A	CL A	G98239109	17,757	407,740	SH		SOLE		407,701	0	39
XPO LOGISTICS INC	COM	983793100	29,697	212,288	SH		SOLE		212,288	0	0
YANDEX NV-A	SHS CLASS A	N97284108	74,331	1,050,620	SH		SOLE		1,043,642	0	6,978
YETI HOLDINGS INC	COM	98585X104	12,928	140,798	SH		SOLE		140,798	0	0
YUM CHINA HOLDINGS INC	COM	98850P109	1,095	16,535	SH		SOLE		16,514	0	21
ZYNGA INC	CL A	98986T108	42,850	4,031,014	SH		SOLE		4,031,014	0	0
INVESCO DB AGRICULTURE FUND	AGRICULTURE FD	46140H106	267	14,323	SH		SOLE		14,323	0	0
INVESCO DB BASE METALS FUND	BASE METALS FD	46140H700	622	30,762	SH		SOLE		30,762	0	0
INVESCO SENIOR LOAN ETF	SR LN ETF	46138G508	5,555	250,772	SH		SOLE		250,772	0	0
ISHARES IBOXX HIGH YLD CORP	IBOXX HI YD ETF	464288513	2,934	33,322	SH		SOLE		33,322	0	0
ISHARES JP MORGAN EM CORPORA	JP MRG EM CRP BD	464286251	170	3,244	SH		SOLE		3,244	0	0
ISHARES MSCI ACWI EX US INDX	MSCI ACWI EX US	464288240	12,471	216,851	SH		SOLE		215,682	0	1,169
ISHARES MSCI EAFE ETF	MSCI EAFE ETF	464287465	1,662	21,071	SH		SOLE		20,402	0	669
ISHARES MSCI EMERGING MARKET	MSCI EMG MKT ETF	464287234	756	13,714	SH		SOLE		13,344	0	370
ISHARES TRUST ISHARES 1-5 YEAR	ISHS 1-5YR INVS	464288646	2,480	45,243	SH		SOLE		45,243	0	0
SPDR GOLD SHARES	GOLD SHS	78463V107	1,198	7,233	SH		SOLE		7,233	0	0
CHIMERA INVESTMENT CORP	COM NEW	16934Q208	306,657	20,362,359	SH		SOLE		20,362,359	0	0
CROWN CASTLE INTL CORP	COM	22822V101	51,518	264,061	SH		SOLE		264,061	0	0
GRANITE POINT MORTGAGE TRUST	COM STK	38741L107	20,908	1,417,500	SH		SOLE		1,417,500	0	0
LAMAR ADVERTISING CO-A	CL A	512816109	33,548	321,283	SH		SOLE		321,283	0	0
WASHINGTON REIT	SH BEN INT	939653101	70,487	3,064,661	SH		SOLE		3,064,661	0	0