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 |
| D R HORTON INC | COM | 23331A109 | 10,106,670 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| FIRST INDL RLTY TR INC | COM | 32054K103 | 39,900,159 | 757,550 | SH | SOLE | 757,550 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | PUT | 43300A953 | 14,567,200 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | |
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 21,825,870 | 1,121,000 | SH | SOLE | 1,121,000 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 6,390,416 | 33,835 | SH | SOLE | 33,835 | 0 | 0 | ||
| KIMCO RLTY CORP | COM | 49446R109 | 9,589,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 9,881,352 | 66,300 | SH | SOLE | 66,300 | 0 | 0 | ||
| M/I HOMES INC | COM | 55305B101 | 11,078,290 | 80,429 | SH | SOLE | 80,429 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 10,486,840 | 60,200 | SH | SOLE | 60,200 | 0 | 0 | ||
| PROLOGIS INC. | COM | 74340W103 | 21,328,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 53,298,684 | 398,793 | SH | SOLE | 398,793 | 0 | 0 | ||
| TRICON RESIDENTIAL INC | COM NPV | 89612W102 | 9,600,500 | 1,055,000 | SH | SOLE | 1,055,000 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 37,380,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||