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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TESLA INC | COM | 88160R101 | 10,374 | 15,263 | SH | SOLE | 0 | 0 | 15,263 | ||
| SPDR SER TR S&P BIOTECH | BIOTECH ETF | 78464A870 | 9,785 | 72,267 | SH | SOLE | 0 | 0 | 72,267 | ||
| APPLE INC | COM | 037833100 | 8,946 | 65,322 | SH | SOLE | 0 | 0 | 65,322 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 8,527 | 24,058 | SH | SOLE | 0 | 0 | 24,058 | ||
| MICROSOFT CORP | COM | 594918104 | 7,304 | 26,960 | SH | SOLE | 0 | 0 | 26,960 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,969 | 20,043 | SH | SOLE | 0 | 0 | 20,043 | ||
| SCHRODINGER INC | COM | 80810D103 | 5,888 | 77,870 | SH | SOLE | 0 | 0 | 77,870 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,389 | 23,764 | SH | SOLE | 0 | 0 | 23,764 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 5,267 | 56,528 | SH | SOLE | 0 | 0 | 56,528 | ||
| PINTEREST INC | CL A | 72352L106 | 2,766 | 35,033 | SH | SOLE | 0 | 0 | 35,033 | ||
| SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 2,762 | 30,195 | SH | SOLE | 0 | 0 | 30,195 | ||
| MID AMER APT CMNTYS INC | COM | 59522J103 | 2,597 | 15,417 | SH | SOLE | 0 | 0 | 15,417 | ||
| CAMDEN PPTY TR | SH BEN INT | 133131102 | 2,573 | 19,392 | SH | SOLE | 0 | 0 | 19,392 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 2,499 | 32,454 | SH | SOLE | 0 | 0 | 32,454 | ||
| UDR INC | COM | 902653104 | 2,379 | 48,575 | SH | SOLE | 0 | 0 | 48,575 | ||
| COSTAR GROUP INC | COM | 22160N109 | 2,373 | 28,650 | SH | SOLE | 0 | 0 | 28,650 | ||
| APARTMENT INCOME REIT CORP COM | COM | 03750L109 | 2,293 | 48,348 | SH | SOLE | 0 | 0 | 48,348 | ||
| CHOICE HOTELS INTL INC | COM | 169905106 | 1,830 | 15,399 | SH | SOLE | 0 | 0 | 15,399 | ||
| ARCH CAP GROUP LTD | COM | G0450A105 | 1,617 | 41,519 | SH | SOLE | 0 | 0 | 41,519 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 1,613 | 14,313 | SH | SOLE | 0 | 0 | 14,313 | ||
| HYATT HOTELS CORP | COM | 448579102 | 1,390 | 17,899 | SH | SOLE | 0 | 0 | 17,899 | ||
| Viacomcbs Inc Cl B | COM | 92556H206 | 933 | 20,652 | SH | SOLE | 0 | 0 | 20,652 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 929 | 11,416 | SH | SOLE | 0 | 0 | 11,416 | ||
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 812 | 10,927 | SH | SOLE | 0 | 0 | 10,927 | ||
| TRIPADVISOR INC | COM | 896945201 | 698 | 17,313 | SH | SOLE | 0 | 0 | 17,313 | ||
| AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 669 | 14,310 | SH | SOLE | 0 | 0 | 14,310 | ||
| PFIZER INC | COM | 717081103 | 497 | 12,681 | SH | SOLE | 0 | 0 | 12,681 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 463 | 34,390 | SH | SOLE | 0 | 0 | 34,390 | ||