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 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 21,156,242 | 627,968 | SH | SOLE | 627,968 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 36,051,805 | 757,550 | SH | SOLE | 757,550 | 0 | 0 | ||
| KIMCO RLTY CORP | COM | 49446R109 | 9,674,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 145,343,200 | 3,400 | SH | Put | SOLE | 3,400 | 0 | 0 | |
| SUN CMNTYS INC | COM | 866674104 | 47,193,164 | 398,793 | SH | SOLE | 398,793 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 31,597,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||