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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
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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
PAGERDUTY INC COM 69553P100   676,564 39,153 SH   SOLE   39,153 0 0
SPDR SER TR S&P METALS MNG 78464A755   19,800,478 1,227,556 SH   SOLE   1,227,556 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   25,771,754 783,336 SH   SOLE   783,336 0 0
SQUARE INC CL A 852234103   13,482,822 257,404 SH   SOLE   257,404 0 0
SUTTER ROCK CAP CORP COM 86944Q100   2,358,146 402,414 SH   SOLE   402,414 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   134,773,200 1,929,466 SH   SOLE   1,929,466 0 0