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 837 32,903 SH   SOLE N/A 32,903 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,792 11,201 SH   SOLE N/A 11,201 0 0
ALPHABET INC CAP STK CL A 02079K305 3,693 2,520 SH   SOLE N/A 2,520 0 0
ALPHABET INC CAP STK CL C 02079K107 866 589 SH   SOLE N/A 589 0 0
AMAZON COM INC COM 023135106 4,424 1,405 SH   SOLE N/A 1,405 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 2,286 80,284 SH   SOLE N/A 80,284 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,710 7,076 SH   SOLE N/A 7,076 0 0
ARCH CAP GROUP LTD ORD G0450A105 3,918 133,911 SH   SOLE N/A 133,911 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 3,608 38,924 SH   SOLE N/A 38,924 0 0
CITIGROUP INC COM NEW 172967424 700 16,230 SH   SOLE N/A 16,230 0 0
DIGITAL RLTY TR INC COM 253868103 1,780 12,132 SH   SOLE N/A 12,132 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,048 49,715 SH   SOLE N/A 49,715 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,288 64,055 SH   SOLE N/A 64,055 0 0
ERICSSON ADR B SEK 10 294821608 969 88,977 SH   SOLE N/A 88,977 0 0
FACEBOOK INC CL A 30303M102 4,597 17,552 SH   SOLE N/A 17,552 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,276 29,048 SH   SOLE N/A 29,048 0 0
FIRST INDL RLTY TR INC COM 32054K103 2,929 73,598 SH   SOLE N/A 73,598 0 0
GCI LIBERTY INC COM CLASS A 36164V305 4,631 56,506 SH   SOLE N/A 56,506 0 0
GODADDY INC CL A 380237107 897 11,802 SH   SOLE N/A 11,802 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,445 126,900 SH   SOLE N/A 126,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,008 46,976 SH   SOLE N/A 46,976 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,787 165,639 SH   SOLE N/A 165,639 0 0
IAC INTERACTIVECORP NEW COM 44891N109 2,016 16,828 SH   SOLE N/A 16,828 0 0
INVITATION HOMES INC COM 46187W107 2,302 82,249 SH   SOLE N/A 82,249 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 993 16,817 SH   SOLE N/A 16,817 0 0
ISHARES INC MSCI MEXICO ETF 464286822 219 6,559 SH   SOLE N/A 6,559 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,869 11,448 SH   SOLE N/A 11,448 0 0
ISHARES TR CORE MSCI EURO 46434V738 279 6,248 SH   SOLE N/A 6,248 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,534 13,491 SH   SOLE N/A 13,491 0 0
ISHARES TR CORE US AGGBD ET 464287226 2,664 22,565 SH   SOLE N/A 22,565 0 0
ISHARES TR IBOXX HI YD ETF 464288513 3,727 44,418 SH   SOLE N/A 44,418 0 0
ISHARES TR MSCI ACWI ETF 464288257 7,510 93,971 SH   SOLE N/A 93,971 0 0
ISHARES TR MSCI INDIA ETF 46429B598 230 6,800 SH   SOLE N/A 6,800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,059 20,425 SH   SOLE N/A 20,425 0 0
ISHARES TR S&P MC 400GR ETF 464287606 886 3,705 SH   SOLE N/A 3,705 0 0
ISHARES TR TIPS BD ETF 464287176 2,725 21,542 SH   SOLE N/A 21,542 0 0
ISHARES TR U.S. REAL ES ETF 464287739 1,455 18,224 SH   SOLE N/A 18,224 0 0
ISHARES U S ETF TR SHT MAT BD ETF 46431W507 1,107 22,081 SH   SOLE N/A 22,081 0 0
KILROY RLTY CORP COM 49427F108 3,328 64,047 SH   SOLE N/A 64,047 0 0
KINDER MORGAN INC DEL COM 49456B101 3,146 255,031 SH   SOLE N/A 255,031 0 0
KKR & CO INC COM 48251W104 938 27,306 SH   SOLE N/A 27,306 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,995 145,858 SH   SOLE N/A 145,858 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 3,140 94,676 SH   SOLE N/A 94,676 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 717 21,685 SH   SOLE N/A 21,685 0 0
MATCH GROUP INC NEW COM 57667L107 2,137 19,315 SH   SOLE N/A 19,315 0 0
MICROSOFT CORP COM 594918104 4,203 19,983 SH   SOLE N/A 19,983 0 0
MID-AMER APT CMNTYS INC COM 59522J103 4,055 34,974 SH   SOLE N/A 34,974 0 0
NETFLIX INC COM 64110L106 3,825 7,650 SH   SOLE N/A 7,650 0 0
PEGASYSTEMS INC COM 705573103 4,189 34,605 SH   SOLE N/A 34,605 0 0
POST HLDGS INC COM 737446104 3,814 44,352 SH   SOLE N/A 44,352 0 0
PUBLIC STORAGE COM 74460D109 2,671 11,994 SH   SOLE N/A 11,994 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 354 364,956 SH   SOLE N/A 364,956 0 0
SALESFORCE COM INC COM 79466L302 3,418 13,602 SH   SOLE N/A 13,602 0 0
SCHWAB CHARLES CORP COM 808513105 4,089 112,861 SH   SOLE N/A 112,861 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 739 15,005 SH   SOLE N/A 15,005 0 0
TWILIO INC CL A 90138F102 4,480 18,130 SH   SOLE N/A 18,130 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,726 102,134 SH   SOLE N/A 102,134 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,808 12,213 SH   SOLE N/A 12,213 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,146 49,621 SH   SOLE N/A 49,621 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,844 45,078 SH   SOLE N/A 45,078 0 0
VARONIS SYS INC COM 922280102 4,183 36,242 SH   SOLE N/A 36,242 0 0
VIASAT INC COM 92552V100 3,237 94,128 SH   SOLE N/A 94,128 0 0
ZENDESK INC COM 98936J101 4,205 40,859 SH   SOLE N/A 40,859 0 0