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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC3621 9,216,686 72,704 SH   SOLE N/A 72,704 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG000CH53T5 13,768,297 97,696 SH   SOLE N/A 97,696 0 0
AMAZON COM INC COM 023135106 BBG000CH53T5 21,923,119 144,288 SH   SOLE N/A 144,288 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 BBG004X82BC7 6,926,507 192,617 SH   SOLE N/A 192,617 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BHHGJQ1 10,175,889 42,781 SH   SOLE N/A 42,781 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG00WXXS1W2 10,260,592 54,805 SH   SOLE N/A 54,805 0 0
BOSTON PROPERTIES INC COM 101121101 BBG00WXXS1W2 13,097,160 186,649 SH   SOLE N/A 186,649 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 BBG004V7PD50 7,075,057 304,042 SH   SOLE N/A 304,042 0 0
CRH PLC ORD G25508105 BBG000D3JZW5 11,996,286 173,457 SH   SOLE N/A 173,457 0 0
DATADOG INC CL A COM 23804L103 BBG00Q3HXSK1 10,283,192 84,719 SH   SOLE N/A 84,719 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV29R2 8,013,293 49,980 SH   SOLE N/A 49,980 0 0
FIRST INDL RLTY TR INC COM 32054K103 BBG00WXXS1W2 10,326,902 196,068 SH   SOLE N/A 196,068 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG000BK6PH2 19,125,994 149,855 SH   SOLE N/A 149,855 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG000CH53T5 13,464,545 407,276 SH   SOLE N/A 407,276 0 0
GMS INC COM 36251C103 BBG000CH53T5 6,827,347 82,826 SH   SOLE N/A 82,826 0 0
HUMANA INC COM 444859102 BBG000BLKM81 17,084,096 37,317 SH   SOLE N/A 37,317 0 0
INTUIT COM 461202103 BBG000CH53T5 15,445,116 24,711 SH   SOLE N/A 24,711 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 BBG0060N2LP9 6,427,491 253,650 SH   SOLE N/A 253,650 0 0
INVITATION HOMES INC COM 46187W107 BBG00WXXS1W2 7,110,775 208,466 SH   SOLE N/A 208,466 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPF49 9,980,851 6,351 SH   SOLE N/A 6,351 0 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKJ5 15,339,565 43,337 SH   SOLE N/A 43,337 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 22,265,704 59,211 SH   SOLE N/A 59,211 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG000BLMZS8 7,212,165 53,638 SH   SOLE N/A 53,638 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 6,898,461 17,663 SH   SOLE N/A 17,663 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG000CH53T5 17,479,227 252,517 SH   SOLE N/A 252,517 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z339 11,594,167 86,978 SH   SOLE N/A 86,978 0 0
PUBLIC STORAGE COM 74460D109 BBG000BPPPX2 7,881,505 25,841 SH   SOLE N/A 25,841 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 7,443,180 132,677 SH   SOLE N/A 132,677 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 6,963,300 15,807 SH   SOLE N/A 15,807 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 13,556,710 51,519 SH   SOLE N/A 51,519 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG000BJ13H9 10,390,328 144,250 SH   SOLE N/A 144,250 0 0
SITE CTRS CORP COM 82981J109 BBG000BGZBK6 272,600 20,000 SH   SOLE N/A 20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTF76 297,069 625 SH   SOLE N/A 625 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG000CH53T5 10,499,565 205,995 SH   SOLE N/A 205,995 0 0
TERRENO RLTY CORP COM 88146M101 BBG00WXXS1W2 7,493,327 119,568 SH   SOLE N/A 119,568 0 0
UDR INC COM 902653104 BBG00WXXS1W2 9,913,128 258,896 SH   SOLE N/A 258,896 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 13,546,575 298,317 SH   SOLE N/A 298,317 0 0
VISA INC COM CL A 92826C839 BBG000CH53T5 17,100,048 65,681 SH   SOLE N/A 65,681 0 0
WALMART INC COM 931142103 BBG000CH53T5 8,679,736 55,057 SH   SOLE N/A 55,057 0 0
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 8,312,051 92,182 SH   SOLE N/A 92,182 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 9,852,822 532,873 SH   SOLE N/A 532,873 0 0