Dark
Light
System
Institutional Investment Manager
Waterfront Capital Partners, LLC
Waterfront Capital Partners, LLC (CIK: 0001595077) incorporated in Delaware, located at 10 East 53rd Street, 34th Floor, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001595077-14-000005) filed in 2014.05.14
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 200,000 23,268 10.12% Put
2 LAS VEGAS SANDS CORP 99,000 7,997 3.48%
3 UNITED RENTALS INC 82,500 7,833 3.41%
4 PANERA BREAD CO 43,000 7,588 3.30%
5 MASTEC INC 173,140 7,521 3.27%
6 ROYAL CARIBBEAN GROUP 137,500 7,502 3.26%
7 FOREST CITY ENTERPRISES A 391,842 7,484 3.26%
8 COLONY CAPITAL CL A ORD 334,500 7,342 3.19%
9 MARTIN MARIETTA MATLS INC 55,947 7,181 3.12%
10 BROOKDALE SR LIVING INC 209,000 7,004 3.05%
11 BOSTON PROPERTIES INC 57,728 6,612 2.88%
12 SIMON PPTY GROUP INC NEW 38,716 6,349 2.76%
13 RYDER SYS INC 76,500 6,114 2.66%
14 DDR CORP 360,950 5,948 2.59%
15 KAR AUCTION SVCS INC 191,778 5,820 2.53%
16 JONES LANG LASALLE 48,814 5,784 2.52%
17 AMERICAN TOWER CORP NEW 69,450 5,686 2.47%
18 PRICELINE GRP INC 4,762 5,676 2.47%
19 EAGLE MATERIALS INC 63,244 5,607 2.44%
20 JACK IN THE BOX INC 90,695 5,346 2.33%
21 STARWOOD WAYPOINT RESIDENTIAL 172,975 4,980 2.17%
22 PENNSYLVANIA REAL ESTATE INV 258,830 4,672 2.03%
23 MACYS INC 77,000 4,565 1.99%
24 NCI BLDG SYS INC 243,100 4,245 1.85%
25 ALEXANDER & BALDWIN INC NEW COM 93,720 3,989 1.73%
26 VECTOR GROUP LTD 182,886 3,939 1.71%
27 PolyOne Corp 79,882 3,922 1.71%
28 SUNSTONE HOTEL INVESTORS REIT 268,400 3,685 1.60%
29 STARWOOD PPTY TR INC COM 153,864 3,630 1.58%
30 HEALTHCARE RLTY TR 149,092 3,601 1.57%
31 U S SILICA HLDGS INC 88,400 3,374 1.47%
32 CAESARSTONE LTD 60,035 3,265 1.42%
33 Hudson Pacific Properties Inc 140,937 3,251 1.41%
34 BELMOND LTD-CLASS A 223,072 3,214 1.40%
35 UNION PAC CORP 17,000 3,190 1.39%
36 MGM RESORTS INTERNATIONAL 109,114 2,822 1.23%
37 DCT Industrial Trust Inc 352,750 2,780 1.21%
38 APOGEE ENTERPRISES INC COM 81,460 2,707 1.18%
39 HOME DEPOT INC 33,550 2,655 1.15%
40 LENNOX INTL INC 28,377 2,580 1.12%
41 H&E EQUIPMENT SERVICES LLC COM 63,000 2,548 1.11%
42 DYCOM INDS INC 74,800 2,364 1.03%
43 ISLE OF CAPRI CASINOS INC COM 202,560 1,554 0.68%
44 SELECT INCOME REIT 50,013 1,514 0.66%
45 TILE SHOP HLDGS INC 78,256 1,209 0.53%