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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,970 43,963 SH   SOLE N/A 43,963 0 0
ALPHABET INC CAP STK CL A 02079K305 15,520 6,356 SH   SOLE N/A 6,356 0 0
AMAZON COM INC COM 023135106 7,279 2,116 SH   SOLE N/A 2,116 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,974 102,281 SH   SOLE N/A 102,281 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,000 22,212 SH   SOLE N/A 22,212 0 0
AVALONBAY CMNTYS INC COM 053484101 5,626 26,958 SH   SOLE N/A 26,958 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,062 282,748 SH   SOLE N/A 282,748 0 0
CAMDEN PPTY TR SH BEN INT 133131102 6,101 45,983 SH   SOLE N/A 45,983 0 0
CARGURUS INC COM CL A 141788109 7,197 274,376 SH   SOLE N/A 274,376 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,321 21,237 SH   SOLE N/A 21,237 0 0
DATADOG INC CL A COM 23804L103 12,428 119,406 SH   SOLE N/A 119,406 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,951 29,610 SH   SOLE N/A 29,610 0 0
DYNATRACE INC COM NEW 268150109 15,879 271,801 SH   SOLE N/A 271,801 0 0
EQUINIX INC COM 29444U700 4,072 5,073 SH   SOLE N/A 5,073 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,689 103,473 SH   SOLE N/A 103,473 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,096 92,157 SH   SOLE N/A 92,157 0 0
ERICSSON ADR B SEK 10 294821608 12,549 997,516 SH   SOLE N/A 997,516 0 0
FACEBOOK INC CL A 30303M102 15,638 44,973 SH   SOLE N/A 44,973 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,032 91,987 SH   SOLE N/A 91,987 0 0
FIRST INDL RLTY TR INC COM 32054K103 6,847 131,101 SH   SOLE N/A 131,101 0 0
GODADDY INC CL A 380237107 14,655 168,527 SH   SOLE N/A 168,527 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,433 103,119 SH   SOLE N/A 103,119 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 13,079 108,433 SH   SOLE N/A 108,433 0 0
INVITATION HOMES INC COM 46187W107 4,016 107,685 SH   SOLE N/A 107,685 0 0
KILROY RLTY CORP COM 49427F108 4,451 63,912 SH   SOLE N/A 63,912 0 0
KKR & CO INC COM 48251W104 7,974 134,604 SH   SOLE N/A 134,604 0 0
LIFE STORAGE INC COM 53223X107 5,820 54,211 SH   SOLE N/A 54,211 0 0
MERCADOLIBRE INC COM 58733R102 10,389 6,669 SH   SOLE N/A 6,669 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 6,859 187,294 SH   SOLE N/A 187,294 0 0
MICROSOFT CORP COM 594918104 11,311 41,754 SH   SOLE N/A 41,754 0 0
PALO ALTO NETWORKS INC COM 697435105 15,081 40,643 SH   SOLE N/A 40,643 0 0
PEGASYSTEMS INC COM 705573103 15,884 114,114 SH   SOLE N/A 114,114 0 0
POST HLDGS INC COM 737446104 13,451 124,010 SH   SOLE N/A 124,010 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 3,350 184,067 SH   SOLE N/A 184,067 0 0
SCHWAB CHARLES CORP COM 808513105 7,339 100,791 SH   SOLE N/A 100,791 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 17,456 249,481 SH   SOLE N/A 249,481 0 0
SNOWFLAKE INC CL A 833445109 271,745 1,123,840 SH   SOLE N/A 1,123,840 0 0
SQUARE INC CL A 852234103 10,554 43,288 SH   SOLE N/A 43,288 0 0
TWILIO INC CL A 90138F102 15,140 38,410 SH   SOLE N/A 38,410 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,308 185,713 SH   SOLE N/A 185,713 0 0
UNITEDHEALTH GROUP INC COM 91324P102 14,166 35,375 SH   SOLE N/A 35,375 0 0
ZENDESK INC COM 98936J101 14,201 98,385 SH   SOLE N/A 98,385 0 0