| 1 |
AMERICAN HOMES 4 RENT CL A |
10,957,972 |
185,080 |
12.74% |
|
|
| 2 |
BLACKSTONE MTG TR INC |
4,604,151 |
124,772 |
8.59% |
|
|
| 3 |
HILTON WORLDWIDE |
4,000,000 |
98,520 |
6.78% |
|
|
| 4 |
FIDELITY NATIONAL FINANCIAL |
3,312,900 |
91,900 |
6.33% |
|
|
| 5 |
STARWOOD HOTELS & RESORTS WORLDWIDE INC COM |
1,012,800 |
84,275 |
5.80% |
|
|
| 6 |
FOREST CITY ENTERPRISES A |
4,109,179 |
80,376 |
5.53% |
|
|
| 7 |
SPIRIT RLTY CAP INC NEW |
7,102,600 |
77,916 |
5.36% |
|
|
| 8 |
CBS OUTDOOR AMERICAS INC |
1,979,800 |
59,275 |
4.08% |
|
|
| 9 |
MOHAWK INDS |
432,717 |
58,339 |
4.02% |
|
|
| 10 |
APARTMENT INVT & MGMT CO |
1,720,008 |
54,731 |
3.77% |
|
|
| 11 |
AMERICAN RESIDENTIAL PPTYS I |
2,952,359 |
54,146 |
3.73% |
|
|
| 12 |
LA QUINTA HLDGS INC COM |
2,240,821 |
42,553 |
2.93% |
|
|
| 13 |
COLONY CAPITAL CL A ORD |
1,890,000 |
42,298 |
2.91% |
|
|
| 14 |
MGIC INVT CORP WIS |
4,666,786 |
36,448 |
2.51% |
|
|
| 15 |
ISTAR INC COM |
2,613,600 |
35,284 |
2.43% |
|
|
| 16 |
STARWOOD WAYPOINT RESIDENTIAL |
1,342,862 |
34,928 |
2.40% |
|
|
| 17 |
PHH Corp |
1,469,800 |
32,865 |
2.26% |
|
|
| 18 |
CAESARSTONE LTD |
530,000 |
27,390 |
1.89% |
|
|
| 19 |
BOYD GAMING CORP COM |
2,468,848 |
25,083 |
1.73% |
|
|
| 20 |
STONEGATE MTG CORP |
1,843,262 |
23,944 |
1.65% |
|
|
| 21 |
CBRE GROUP INC |
768,836 |
22,865 |
1.57% |
|
|
| 22 |
MGM RESORTS INTERNATIONAL |
915,706 |
20,860 |
1.44% |
|
|
| 23 |
REALOGY HLDGS CORP |
500,000 |
18,600 |
1.28% |
Call |
|
| 24 |
SILVER BAY RLTY TR CORP |
974,626 |
15,799 |
1.09% |
|
|
| 25 |
DIAMOND RESORTS INTL INC COM |
670,000 |
15,249 |
1.05% |
|
|
| 26 |
WYNDHAM WORLDWIDE CORP |
169,000 |
13,733 |
0.95% |
|
|
| 27 |
PENN ENTERTAINMENT INC COM |
1,208,067 |
13,542 |
0.93% |
|
|
| 28 |
OFFICE DEPOT INC |
2,510,000 |
12,901 |
0.89% |
|
|
| 29 |
NMI HLDGS INC CL A |
1,451,429 |
12,555 |
0.86% |
|
|
| 30 |
ELLIE MAE INCORPORATED |
306,766 |
10,001 |
0.69% |
|
|
| 31 |
MELCO ENTMT ADR |
281,000 |
7,387 |
0.51% |
|
|
| 32 |
PENNYMAC FINL SVCS INC CL A |
470,000 |
6,886 |
0.47% |
|
|
| 33 |
HOME PROPERTIES INC |
118,142 |
6,881 |
0.47% |
|
|
| 34 |
ESSENT GROUP LTD |
182,200 |
3,901 |
0.27% |
|
|
| 35 |
AMBAC FINL GROUP INC |
65,000 |
1,437 |
0.10% |
|
|
