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 14,172 432,269 SH   SOLE N/A 432,269 0 0
ALPHABET INC CAP STK CL A 02079K305 22,081 7,939 SH   SOLE N/A 7,939 0 0
AMAZON COM INC COM 023135106 20,241 6,209 SH   SOLE N/A 6,209 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 11,511 287,561 SH   SOLE N/A 287,561 0 0
AMERICAN TOWER CORP NEW COM 03027X100 14,185 56,466 SH   SOLE N/A 56,466 0 0
APPLOVIN CORP COM CL A 03831W108 15,685 284,815 SH   SOLE N/A 284,815 0 0
AVALONBAY CMNTYS INC COM 053484101 14,898 59,984 SH   SOLE N/A 59,984 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 5,360 232,223 SH   SOLE N/A 232,223 0 0
BLOCK INC CL A 852234103 14,028 103,449 SH   SOLE N/A 103,449 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 63,154 978,528 SH   SOLE N/A 978,528 0 0
CAMDEN PPTY TR SH BEN INT 133131102 14,934 89,854 SH   SOLE N/A 89,854 0 0
CARGURUS INC COM CL A 141788109 11,044 260,103 SH   SOLE N/A 260,103 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 4,157 649,554 SH   SOLE N/A 649,554 0 0
DATADOG INC CL A COM 23804L103 18,281 120,691 SH   SOLE N/A 120,691 0 0
DYNATRACE INC COM NEW 268150109 16,422 348,664 SH   SOLE N/A 348,664 0 0
EQUINIX INC COM 29444U700 9,654 13,017 SH   SOLE N/A 13,017 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 18,809 245,929 SH   SOLE N/A 245,929 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 11,954 132,942 SH   SOLE N/A 132,942 0 0
EXPEDIA GROUP INC COM NEW 30212P303 14,744 75,350 SH   SOLE N/A 75,350 0 0
FIRST INDL RLTY TR INC COM 32054K103 19,932 321,955 SH   SOLE N/A 321,955 0 0
GODADDY INC CL A 380237107 21,385 255,498 SH   SOLE N/A 255,498 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 9,553 278,266 SH   SOLE N/A 278,266 0 0
INTUIT COM 461202103 19,365 40,274 SH   SOLE N/A 40,274 0 0
INVITATION HOMES INC COM 46187W107 16,873 419,930 SH   SOLE N/A 419,930 0 0
JAMF HLDG CORP COM 47074L105 11,929 342,678 SH   SOLE N/A 342,678 0 0
JD.COM INC SPON ADR CL A 47215P106 2,877 49,715 SH   SOLE N/A 49,715 0 0
KILROY RLTY CORP COM 49427F108 10,771 140,945 SH   SOLE N/A 140,945 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 17,384 128,467 SH   SOLE N/A 128,467 0 0
LIFE STORAGE INC COM 53223X107 14,995 106,781 SH   SOLE N/A 106,781 0 0
MERCADOLIBRE INC COM 58733R102 11,228 9,439 SH   SOLE N/A 9,439 0 0
META PLATFORMS INC CL A 30303M102 17,232 77,498 SH   SOLE N/A 77,498 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 17,915 462,913 SH   SOLE N/A 462,913 0 0
MICROSOFT CORP COM 594918104 21,060 68,308 SH   SOLE N/A 68,308 0 0
MODERNA INC COM 60770K107 10,453 60,684 SH   SOLE N/A 60,684 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 7,763 293,845 SH   SOLE N/A 293,845 0 0
POST HLDGS INC COM 737446104 12,686 183,172 SH   SOLE N/A 183,172 0 0
REXFORD INDL RLTY INC COM 76169C100 9,907 132,821 SH   SOLE N/A 132,821 0 0
SCHWAB CHARLES CORP COM 808513105 10,185 120,810 SH   SOLE N/A 120,810 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 20,743 273,330 SH   SOLE N/A 273,330 0 0
SHOPIFY INC CL A 82509L107 11,460 16,954 SH   SOLE N/A 16,954 0 0
SNOWFLAKE INC CL A 833445109 159,395 695,651 SH   SOLE N/A 695,651 0 0
TWILIO INC CL A 90138F102 16,062 97,457 SH   SOLE N/A 97,457 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,058 506,116 SH   SOLE N/A 506,116 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,645 38,522 SH   SOLE N/A 38,522 0 0