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
ABB LTD SPONSORED ADR 000375204 742 32,903 SH   SOLE N/A 32,903 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,817 11,201 SH   SOLE N/A 11,201 0 0
ALPHABET INC CAP STK CL A 02079K305 3,573 2,520 SH   SOLE N/A 2,520 0 0
ALPHABET INC CAP STK CL C 02079K107 833 589 SH   SOLE N/A 589 0 0
AMAZON COM INC COM 023135106 3,876 1,405 SH   SOLE N/A 1,405 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 2,136 79,411 SH   SOLE N/A 79,411 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,829 7,076 SH   SOLE N/A 7,076 0 0
AMERICOLD RLTY TR COM 03064D108 1,654 45,560 SH   SOLE N/A 45,560 0 0
ARCH CAP GROUP LTD ORD G0450A105 3,840 133,911 SH   SOLE N/A 133,911 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 3,036 38,924 SH   SOLE N/A 38,924 0 0
CITIGROUP INC COM NEW 172967424 691 13,515 SH   SOLE N/A 13,515 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,510 9,022 SH   SOLE N/A 9,022 0 0
DIGITAL RLTY TR INC COM 253868103 1,609 11,320 SH   SOLE N/A 11,320 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 2,951 47,237 SH   SOLE N/A 47,237 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,568 43,667 SH   SOLE N/A 43,667 0 0
ERICSSON ADR B SEK 10 294821608 827 88,977 SH   SOLE N/A 88,977 0 0
FACEBOOK INC CL A 30303M102 4,127 18,177 SH   SOLE N/A 18,177 0 0
FASTENAL CO COM 311900104 3,197 74,630 SH   SOLE N/A 74,630 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,895 29,048 SH   SOLE N/A 29,048 0 0
FIRST INDL RLTY TR INC COM 32054K103 2,715 70,635 SH   SOLE N/A 70,635 0 0
GCI LIBERTY INC COM CLASS A 36164V305 4,019 56,506 SH   SOLE N/A 56,506 0 0
GODADDY INC CL A 380237107 865 11,802 SH   SOLE N/A 11,802 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 4,233 153,575 SH   SOLE N/A 153,575 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,636 151,628 SH   SOLE N/A 151,628 0 0
IAC INTERACTIVECORP COM 44919P508 4,119 12,737 SH   SOLE N/A 12,737 0 0
INVITATION HOMES INC COM 46187W107 2,264 82,249 SH   SOLE N/A 82,249 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 995 18,119 SH   SOLE N/A 18,119 0 0
ISHARES INC MSCI MEXICO ETF 464286822 209 6,559 SH   SOLE N/A 6,559 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,903 11,609 SH   SOLE N/A 11,609 0 0
ISHARES TR CORE MSCI EURO 46434V738 294 6,879 SH   SOLE N/A 6,879 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,731 15,277 SH   SOLE N/A 15,277 0 0
ISHARES TR CORE US AGGBD ET 464287226 2,813 23,799 SH   SOLE N/A 23,799 0 0
ISHARES TR IBOXX HI YD ETF 464288513 3,719 45,560 SH   SOLE N/A 45,560 0 0
ISHARES TR MSCI ACWI ETF 464288257 6,928 93,971 SH   SOLE N/A 93,971 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,274 22,869 SH   SOLE N/A 22,869 0 0
ISHARES TR S&P MC 400GR ETF 464287606 958 4,276 SH   SOLE N/A 4,276 0 0
ISHARES TR TIPS BD ETF 464287176 2,761 22,445 SH   SOLE N/A 22,445 0 0
ISHARES TR U.S. REAL ES ETF 464287739 1,519 19,279 SH   SOLE N/A 19,279 0 0
ISHARES U S ETF TR SHT MAT BD ETF 46431W507 1,069 21,390 SH   SOLE N/A 21,390 0 0
KILROY RLTY CORP COM 49427F108 1,527 26,009 SH   SOLE N/A 26,009 0 0
KINDER MORGAN INC DEL COM 49456B101 3,160 208,403 SH   SOLE N/A 208,403 0 0
KKR & CO INC COM 48251W104 843 27,306 SH   SOLE N/A 27,306 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,137 145,858 SH   SOLE N/A 145,858 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 2,509 72,685 SH   SOLE N/A 72,685 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 747 21,685 SH   SOLE N/A 21,685 0 0
MID-AMER APT CMNTYS INC COM 59522J103 3,957 34,511 SH   SOLE N/A 34,511 0 0
NETFLIX INC COM 64110L106 4,229 9,294 SH   SOLE N/A 9,294 0 0
PEGASYSTEMS INC COM 705573103 4,632 45,780 SH   SOLE N/A 45,780 0 0
PERSPECTA INC COM 715347100 3,394 146,101 SH   SOLE N/A 146,101 0 0
POST HLDGS INC COM 737446104 3,783 43,178 SH   SOLE N/A 43,178 0 0
PUBLIC STORAGE COM 74460D109 2,302 11,994 SH   SOLE N/A 11,994 0 0
SALESFORCE COM INC COM 79466L302 3,091 16,501 SH   SOLE N/A 16,501 0 0
SCHWAB CHARLES CORP COM 808513105 3,808 112,861 SH   SOLE N/A 112,861 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 643 13,289 SH   SOLE N/A 13,289 0 0
TWILIO INC CL A 90138F102 3,978 18,130 SH   SOLE N/A 18,130 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,956 127,288 SH   SOLE N/A 127,288 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,602 12,213 SH   SOLE N/A 12,213 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,255 56,933 SH   SOLE N/A 56,933 0 0
VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1,859 47,921 SH   SOLE N/A 47,921 0 0
VARONIS SYS INC COM 922280102 3,853 43,542 SH   SOLE N/A 43,542 0 0
VIASAT INC COM 92552V100 3,079 80,251 SH   SOLE N/A 80,251 0 0
WELLS FARGO CO NEW COM 949746101 3,681 143,847 SH   SOLE N/A 143,847 0 0