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
Estimated average burden
hours per response: 23.8
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
RSP PERMIAN INC COM 74978Q105 276,473 10,816,626 SH   SOLE   10,816,626 0 0
CRESCENT PT ENERGY CORP COM 22576C101 271,828 7,577,609 SH   SOLE   7,577,609 0 0
TRIANGLE PETE CORP COM NEW 89600B201 124,964 11,350,000 SH   SOLE   11,350,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 113,223 688,623 SH   SOLE   688,623 0 0
ISHARES TR U.S. REAL ES ETF 464287739 103,800 1,500,000 SH   SOLE   1,500,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 82,318 879,182 SH   SOLE   879,182 0 0
CROWN CASTLE INTL CORP COM 228227104 59,633 740,506 SH   SOLE   740,506 0 0
PUBLIC STORAGE COM 74460D109 53,310 321,452 SH   SOLE   321,452 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 48,645 789,945 SH   SOLE   789,945 0 0
CALPINE CORP COM NEW 131347304 48,352 2,228,216 SH   SOLE   2,228,216 0 0
HEALTH CARE REIT INC COM 42217K106 42,466 680,878 SH   SOLE   680,878 0 0
PROLOGIS INC COM 74340W103 41,633 1,104,331 SH   SOLE   1,104,331 0 0
AVALONBAY CMNTYS INC COM 053484101 40,990 290,771 SH   SOLE   290,771 0 0
VENTAS INC COM 92276F100 40,406 652,228 SH   SOLE   652,228 0 0
HCP INC COM 40414L109 40,316 1,015,253 SH   SOLE   1,015,253 0 0
BOSTON PROPERTIES INC COM 101121101 39,030 337,165 SH   SOLE   337,165 0 0
VORNADO RLTY TR SH BEN INT 929042109 37,238 372,533 SH   SOLE   372,533 0 0
WEYERHAEUSER CO COM 962166104 36,967 1,160,297 SH   SOLE   1,160,297 0 0
HOST HOTELS & RESORTS INC COM 44107P104 35,748 1,675,946 SH   SOLE   1,675,946 0 0
FEDERAL MOGUL HOLDINGS CORP COM 313549404 31,495 2,118,016 SH   SOLE   2,118,016 0 0
TIME WARNER CABLE INC COM 88732J207 29,407 204,939 SH   SOLE   204,939 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 26,295 1,116,547 SH   SOLE   1,116,547 0 0
ESSEX PPTY TR INC COM 297178105 25,156 140,732 SH   SOLE   140,732 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 24,323 2,016,867 SH   SOLE   2,016,867 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 23,869 399,143 SH   SOLE   399,143 0 0
PARTNERRE LTD COM G6852T105 22,694 206,518 SH   SOLE   206,518 0 0
SL GREEN RLTY CORP COM 78440X101 21,411 211,325 SH   SOLE   211,325 0 0
MARKEL CORP COM 570535104 20,735 32,594 SH   SOLE   32,594 0 0
REALTY INCOME CORP COM 756109104 20,073 492,094 SH   SOLE   492,094 0 0
KIMCO RLTY CORP COM 49446R109 19,961 911,057 SH   SOLE   911,057 0 0
MACERICH CO COM 554382101 19,945 312,472 SH   SOLE   312,472 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 19,167 419,142 SH   SOLE   419,142 0 0
DIGITAL RLTY TR INC COM 253868103 18,788 301,192 SH   SOLE   301,192 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 17,782 150,111 SH   SOLE   150,111 0 0
GRACE W R & CO DEL NEW COM 38388F108 17,648 194,063 SH   SOLE   194,063 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 16,808 473,724 SH   SOLE   473,724 0 0
PLUM CREEK TIMBER CO INC COM 729251108 15,367 393,917 SH   SOLE   393,917 0 0
UDR INC COM 902653104 15,169 556,651 SH   SOLE   556,651 0 0
DUKE REALTY CORP COM NEW 264411505 12,990 756,115 SH   SOLE   756,115 0 0
CAMDEN PPTY TR SH BEN INT 133131102 12,927 188,626 SH   SOLE   188,626 0 0
EXTRA SPACE STORAGE INC COM 30225T102 12,484 242,082 SH   SOLE   242,082 0 0
W P CAREY INC COM 92936U109 11,921 186,930 SH   SOLE   186,930 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11,709 158,767 SH   SOLE   158,767 0 0
SCYNEXIS INC COM 811292101 11,463 1,551,161 SH   SOLE   1,551,161 0 0
DDR CORP COM 23317H102 11,372 679,738 SH   SOLE   679,738 0 0
LIBERTY PPTY TR SH BEN INT 531172104 10,930 328,620 SH   SOLE   328,620 0 0
REGENCY CTRS CORP COM 758849103 10,923 202,908 SH   SOLE   202,908 0 0
KILROY RLTY CORP COM 49427F108 10,878 183,003 SH   SOLE   183,003 0 0
MID-AMER APT CMNTYS INC COM 59522J103 10,844 165,185 SH   SOLE   165,185 0 0
TAUBMAN CTRS INC COM 876664103 10,398 142,439 SH   SOLE   142,439 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 10,329 324,603 SH   SOLE   324,603 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 9,610 281,073 SH   SOLE   281,073 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 9,482 274,270 SH   SOLE   274,270 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 9,449 451,667 SH   SOLE   451,667 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 9,385 855,541 SH   SOLE   855,541 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 8,937 332,850 SH   SOLE   332,850 0 0
RAYONIER INC COM 754907103 8,747 280,889 SH   SOLE   280,889 0 0
BIOMED REALTY TRUST INC COM 09063H107 8,627 427,097 SH   SOLE   427,097 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 8,521 247,990 SH   SOLE   247,990 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 8,479 232,629 SH   SOLE   232,629 0 0
RLJ LODGING TR COM 74965L101 8,376 294,194 SH   SOLE   294,194 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 7,939 231,852 SH   SOLE   231,852 0 0
HIGHWOODS PPTYS INC COM 431284108 7,776 199,899 SH   SOLE   199,899 0 0
RETAIL PPTYS AMER INC CL A 76131V202 7,621 520,915 SH   SOLE   520,915 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 7,609 241,550 SH   SOLE   241,550 0 0
DOUGLAS EMMETT INC COM 25960P109 7,578 295,214 SH   SOLE   295,214 0 0
HOME PROPERTIES INC COM 437306103 7,380 126,710 SH   SOLE   126,710 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 7,345 285,705 SH   SOLE   285,705 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,199 169,956 SH   SOLE   169,956 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 6,946 212,284 SH   SOLE   212,284 0 0
CBL & ASSOC PPTYS INC COM 124830100 6,803 380,047 SH   SOLE   380,047 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 6,629 277,710 SH   SOLE   277,710 0 0
TRONOX LTD SHS CL A Q9235V101 6,478 248,690 SH   SOLE   248,690 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 6,358 545,779 SH   SOLE   545,779 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 6,190 447,906 SH   SOLE   447,906 0 0
POST PPTYS INC COM 737464107 6,151 119,803 SH   SOLE   119,803 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 6,150 348,612 SH   SOLE   348,612 0 0
HEALTHCARE TR AMER INC CL A 42225P105 6,123 527,820 SH   SOLE   527,820 0 0
WASHINGTON PRIME GROUP INC COM 939647103 6,116 349,878 SH   SOLE   349,878 0 0
GEO GROUP INC NEW COM 36162J106 5,974 156,310 SH   SOLE   156,310 0 0
EPR PPTYS COM SH BEN INT 26884U109 5,953 117,462 SH   SOLE   117,462 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 5,824 188,470 SH   SOLE   188,470 0 0
CUBESMART COM 229663109 5,811 323,210 SH   SOLE   323,210 0 0
COUSINS PPTYS INC COM 222795106 5,711 477,897 SH   SOLE   477,897 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,601 398,099 SH   SOLE   398,099 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 5,592 331,090 SH   SOLE   331,090 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 5,588 440,687 SH   SOLE   440,687 0 0
DCT INDUSTRIAL TRUST INC COM 233153105 5,552 739,323 SH   SOLE   739,323 0 0
PEABODY ENERGY CORP SDCV 4.750%12/1 704549AG9 5,481 8,000,000 SH   SOLE   8,000,000 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 5,401 144,657 SH   SOLE   144,657 0 0
SOVRAN SELF STORAGE INC COM 84610H108 5,377 72,309 SH   SOLE   72,309 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 5,126 108,370 SH   SOLE   108,370 0 0
SUN CMNTYS INC COM 866674104 5,069 100,386 SH   SOLE   100,386 0 0
HEALTHCARE RLTY TR COM 421946104 5,018 211,892 SH   SOLE   211,892 0 0
EVERBANK FINL CORP COM 29977G102 4,989 282,527 SH   SOLE   282,527 0 0
LEXINGTON REALTY TRUST COM 529043101 4,974 508,105 SH   SOLE   508,105 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 4,725 385,417 SH   SOLE   385,417 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 4,697 182,623 SH   SOLE   182,623 0 0
KITE RLTY GROUP TR COM NEW 49803T300 4,429 182,730 SH   SOLE   182,730 0 0
GLIMCHER RLTY TR SH BEN INT 379302102 4,423 326,692 SH   SOLE   326,692 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 4,352 195,518 SH   SOLE   195,518 0 0
EASTGROUP PPTY INC COM 277276101 4,227 69,759 SH   SOLE   69,759 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 4,197 248,203 SH   SOLE   248,203 0 0
CHAMBERS STR PPTYS COM 157842105 4,018 533,610 SH   SOLE   533,610 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 4,001 147,966 SH   SOLE   147,966 0 0
AMER RLTY CAP HEALTHCAR TR I COM 02917R108 3,959 377,810 SH   SOLE   377,810 0 0
MACK CALI RLTY CORP COM 554489104 3,784 198,023 SH   SOLE   198,023 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 3,769 148,507 SH   SOLE   148,507 0 0
NEW YORK REIT INC COM 64976L109 3,759 365,630 SH   SOLE   365,630 0 0
NATIONAL HEALTH INVS INC COM 63633D104 3,748 65,594 SH   SOLE   65,594 0 0
CHESAPEAKE LODGING TR SH BEN INT 165240102 3,547 121,692 SH   SOLE   121,692 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 3,546 128,562 SH   SOLE   128,562 0 0
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 3,415 155,857 SH   SOLE   155,857 0 0
POTLATCH CORP NEW COM 737630103 3,381 84,078 SH   SOLE   84,078 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 3,353 44,040 SH   SOLE   44,040 0 0
PARKWAY PPTYS INC COM 70159Q104 3,275 174,389 SH   SOLE   174,389 0 0
EDUCATION RLTY TR INC COM 28140H104 3,178 309,191 SH   SOLE   309,191 0 0
HUDSON PAC PPTYS INC COM 444097109 3,049 123,652 SH   SOLE   123,652 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 2,932 147,065 SH   SOLE   147,065 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 2,899 197,186 SH   SOLE   197,186 0 0
LTC PPTYS INC COM 502175102 2,886 78,226 SH   SOLE   78,226 0 0
EQUITY ONE COM 294752100 2,881 133,196 SH   SOLE   133,196 0 0
RAMCO-GERSHENSON PPTYS TR COM SH BEN INT 751452202 2,730 168,010 SH   SOLE   168,010 0 0
SHUTTERSTOCK INC COM 825690100 2,684 37,595 SH   SOLE   37,595 0 0
FELCOR LODGING TR INC COM 31430F101 2,664 284,615 SH   SOLE   284,615 0 0
EMPIRE ST RLTY TR INC CL A 292104106 2,612 173,880 SH   SOLE   173,880 0 0
AMERICAN ASSETS TR INC COM 024013104 2,579 78,213 SH   SOLE   78,213 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 2,538 104,343 SH   SOLE   104,343 0 0
STAG INDL INC COM 85254J102 2,516 121,490 SH   SOLE   121,490 0 0
CIT GROUP INC COM NEW 125581801 2,493 54,250 SH   SOLE   54,250 0 0
HERSHA HOSPITALITY TR SH BEN INT A 427825104 2,462 386,553 SH   SOLE   386,553 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 2,324 89,340 SH   SOLE   89,340 0 0
ASSOCIATED ESTATES RLTY CORP COM 045604105 2,301 131,435 SH   SOLE   131,435 0 0
FRANKLIN STREET PPTYS CORP COM 35471R106 2,223 198,119 SH   SOLE   198,119 0 0
SUMMIT HOTEL PPTYS COM 866082100 2,011 186,578 SH   SOLE   186,578 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 2,008 83,490 SH   SOLE   83,490 0 0
INLAND REAL ESTATE CORP COM NEW 457461200 1,892 190,919 SH   SOLE   190,919 0 0
CYRUSONE INC COM 23283R100 1,890 78,620 SH   SOLE   78,620 0 0
INVESTORS REAL ESTATE TR SH BEN INT 461730103 1,857 241,151 SH   SOLE   241,151 0 0
ALEXANDERS INC COM 014752109 1,701 4,549 SH   SOLE   4,549 0 0
CHATHAM LODGING TR COM 16208T102 1,688 73,127 SH   SOLE   73,127 0 0
CORESITE RLTY CORP COM 21870Q105 1,602 48,733 SH   SOLE   48,733 0 0
FIRST POTOMAC RLTY TR COM 33610F109 1,566 133,251 SH   SOLE   133,251 0 0
EXCEL TR INC COM 30068C109 1,545 131,275 SH   SOLE   131,275 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 1,536 150,323 SH   SOLE   150,323 0 0
AVIV REIT INC MD COM 05381L101 1,487 56,420 SH   SOLE   56,420 0 0
PHYSICIANS RLTY TR COM 71943U104 1,411 102,813 SH   SOLE   102,813 0 0
GRAMERCY PPTY TR INC COM 38489R100 1,409 244,620 SH   SOLE   244,620 0 0
SAUL CTRS INC COM 804395101 1,354 28,976 SH   SOLE   28,976 0 0
ROUSE PPTYS INC COM 779287101 1,347 83,313 SH   SOLE   83,313 0 0
SILVER BAY RLTY TR CORP COM 82735Q102 1,331 82,090 SH   SOLE   82,090 0 0
TERRENO RLTY CORP COM 88146M101 1,329 70,574 SH   SOLE   70,574 0 0
REXFORD INDL RLTY INC COM 76169C100 1,253 90,510 SH   SOLE   90,510 0 0
UNIVERSAL HEALTH RLTY INCM T SH BEN INT 91359E105 1,215 29,158 SH   SOLE   29,158 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 1,200 118,597 SH   SOLE   118,597 0 0
WINTHROP RLTY TR SH BEN INT NEW 976391300 1,137 75,457 SH   SOLE   75,457 0 0
CEDAR REALTY TRUST INC COM NEW 150602209 1,047 177,495 SH   SOLE   177,495 0 0
URSTADT BIDDLE PPTYS INC CL A 917286205 1,045 51,473 SH   SOLE   51,473 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,030 66,837 SH   SOLE   66,837 0 0
GETTY RLTY CORP NEW COM 374297109 1,030 60,598 SH   SOLE   60,598 0 0
CAMPUS CREST CMNTYS INC COM 13466Y105 940 146,878 SH   SOLE   146,878 0 0
AGREE REALTY CORP COM 008492100 867 31,670 SH   SOLE   31,670 0 0
CATCHMARK TIMBER TR INC CL A 14912Y202 759 69,250 SH   SOLE   69,250 0 0
AMERICAN RESIDENTIAL PPTYS I COM 02927E303 739 40,280 SH   SOLE   40,280 0 0
WHITESTONE REIT COM 966084204 710 50,900 SH   SOLE   50,900 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 624 40,976 SH   SOLE   40,976 0 0
ONE LIBERTY PPTYS INC COM 682406103 579 28,607 SH   SOLE   28,607 0 0
GLADSTONE COML CORP COM 376536108 578 34,020 SH   SOLE   34,020 0 0
CORENERGY INFRASTRUCTURE TR COM 21870U205 528 70,620 SH   SOLE   70,620 0 0
TRIBUNE PUBG CO COM 896082104 501 24,850 SH   SOLE   24,850 0 0
U M H PROPERTIES INC COM 903002103 425 44,774 SH   SOLE   44,774 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 417 45,930 SH   SOLE   45,930 0 0
GENERAL MTRS CO COM 37045V100 389 12,175 SH   SOLE   12,175 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 248 11,064 SH   SOLE   11,064 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 160 11,064 SH   SOLE   11,064 0 0