The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
CBL & ASSOC PPTYS INC | COM | 124830100 | 98,749 | 5,084,900 | SH | SOLE | 5,084,900 | 0 | 0 | ||
COLONY FINL INC | COM | 19624R106 | 25,880 | 1,086,500 | SH | SOLE | 1,086,500 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 69,955 | 2,766,100 | SH | SOLE | 2,766,100 | 0 | 0 | ||
DDR CORP | COM | 23317H102 | 51,347 | 2,796,700 | SH | SOLE | 2,796,700 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 51,337 | 675,223 | SH | SOLE | 675,223 | 0 | 0 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 49,811 | 1,100,300 | SH | SOLE | 1,100,300 | 0 | 0 | ||
GENERAL GROWTH PPTYS INC NEW | COM | 370023103 | 41,421 | 1,472,500 | SH | SOLE | 1,472,500 | 0 | 0 | ||
HERSHA HOSPITALITY TR | SH BEN INT A | 427825104 | 81,205 | 11,551,200 | SH | SOLE | 11,551,200 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 96,562 | 3,701,100 | SH | SOLE | 3,701,100 | 0 | 0 | ||
HOWARD HUGHES CORP | COM | 44267D107 | 38,200 | 292,900 | SH | SOLE | 292,900 | 0 | 0 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 58,307 | 1,939,700 | SH | SOLE | 1,939,700 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 85,229 | 712,500 | SH | Put | SOLE | 712,500 | 0 | 0 | |
ISTAR FINL INC | COM | 45031U101 | 48,026 | 3,518,400 | SH | SOLE | 3,518,400 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 66,880 | 972,100 | SH | SOLE | 972,100 | 0 | 0 | ||
MACERICH CO | COM | 554382101 | 76,712 | 919,700 | SH | SOLE | 919,700 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 25,314 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
RLJ LODGING TR | COM | 74965L101 | 23,024 | 686,654 | SH | SOLE | 686,654 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 21,991 | 198,550 | SH | SOLE | 198,550 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 103,284 | 502,500 | SH | Put | SOLE | 502,500 | 0 | 0 | |
SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 32,400 | 2,725,000 | SH | SOLE | 2,725,000 | 0 | 0 | ||
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 71,366 | 880,300 | SH | SOLE | 880,300 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 73,660 | 808,300 | SH | SOLE | 808,300 | 0 | 0 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 13,831 | 117,503 | SH | SOLE | 117,503 | 0 | 0 | ||
WEYERHAEUSER CO | COM | 962166104 | 17,796 | 495,844 | SH | SOLE | 495,844 | 0 | 0 |