The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 8,597,088 | 100,445 | SH | SOLE | 100,445 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,682,097 | 75,182 | SH | SOLE | 75,182 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,324,368 | 80,042 | SH | SOLE | 80,042 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 7,999,294 | 77,445 | SH | SOLE | 77,445 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 8,206,249 | 49,765 | SH | SOLE | 49,765 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 2,390,517 | 19,462 | SH | SOLE | 19,462 | 0 | 0 | |||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 11,147,637 | 106,330 | SH | SOLE | 106,330 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 19,186,134 | 53,651 | SH | SOLE | 53,651 | 0 | 0 | |||
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 18,475,733 | 273,431 | SH | SOLE | 273,431 | 0 | 0 | |||
| COUSINS PPTYS INC | COM NEW | 222795502 | 1,911,586 | 89,410 | SH | SOLE | 89,410 | 0 | 0 | |||
| HIGHWOODS PPTYS INC | COM | 431284108 | 6,458,624 | 278,509 | SH | SOLE | 278,509 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,645,056 | 21,037 | SH | SOLE | 21,037 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 8,158,791 | 6,190 | SH | SOLE | 6,190 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 9,284,456 | 43,807 | SH | SOLE | 43,807 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 8,309,094 | 28,821 | SH | SOLE | 28,821 | 0 | 0 | |||
| OFFERPAD SOLUTIONS INC | COM CL A | 67623L109 | 11,644,286 | 20,692,624 | SH | SOLE | 20,692,624 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 16,022,010 | 172,428 | SH | SOLE | 172,428 | 0 | 0 | |||
| PUBLIC STORAGE | COM | 74460D109 | 3,111,438 | 10,298 | SH | SOLE | 10,298 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 16,311,358 | 127,852 | SH | SOLE | 127,852 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 6,918,240 | 218,241 | SH | SOLE | 218,241 | 0 | 0 | |||
| VACASA INC | CLASS A COM | 91854V107 | 2,434,221 | 2,529,849 | SH | SOLE | 2,529,849 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 7,634,977 | 33,864 | SH | SOLE | 33,864 | 0 | 0 | |||
| YANDEX N V | SHS CLASS A | N97284108 | 0 | 95,488 | SH | SOLE | 95,488 | 0 | 0 | |||