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
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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
ALPHABET INC CAP STK CL A 02079K305   3,427,747 26,194 SH   SOLE   26,194 0 0
AMAZON COM INC COM 023135106   1,026,621 8,076 SH   SOLE   8,076 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   359,102 10,659 SH   SOLE   10,659 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,525,603 9,277 SH   SOLE   9,277 0 0
AVALONBAY CMNTYS INC COM 053484101   640,247 3,728 SH   SOLE   3,728 0 0
BROADSTONE NET LEASE INC COM 11135E203   225,397 15,762 SH   SOLE   15,762 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,102,645 14,766 SH   SOLE   14,766 0 0
CARVANA CO CL A 146869102   541,752 12,905 SH   SOLE   12,905 0 0
DIGITAL RLTY TR INC COM 253868103   1,343,201 11,099 SH   SOLE   11,099 0 0
EQUINIX INC COM 29444U700   760,394 1,047 SH   SOLE   1,047 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   446,724 7,609 SH   SOLE   7,609 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   239,314 11,064 SH   SOLE   11,064 0 0
ESSEX PPTY TR INC COM 297178105   423,120 1,995 SH   SOLE   1,995 0 0
EXTRA SPACE STORAGE INC COM 30225T102   444,577 3,657 SH   SOLE   3,657 0 0
FIRST INDL RLTY TR INC COM 32054K103   224,482 4,717 SH   SOLE   4,717 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   513,303 11,269 SH   SOLE   11,269 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   269,470 14,677 SH   SOLE   14,677 0 0
HOST HOTELS & RESORTS INC COM 44107P104   262,600 16,341 SH   SOLE   16,341 0 0
INTUIT COM 461202103   1,962,010 3,840 SH   SOLE   3,840 0 0
INVITATION HOMES INC COM 46187W107   655,286 20,678 SH   SOLE   20,678 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   4,595,416 118,622 SH   SOLE   118,622 0 0
META PLATFORMS INC CL A 30303M102   1,937,555 6,454 SH   SOLE   6,454 0 0
MICROSOFT CORP COM 594918104   2,004,381 6,348 SH   SOLE   6,348 0 0
MID-AMER APT CMNTYS INC COM 59522J103   301,556 2,344 SH   SOLE   2,344 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   464,007 14,619 SH   SOLE   14,619 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   524,342 72,323 SH   SOLE   72,323 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   50,828 19,253 SH   SOLE   19,253 0 0
PROLOGIS INC. COM 74340W103   2,106,406 18,772 SH   SOLE   18,772 0 0
PUBLIC STORAGE COM 74460D109   926,536 3,516 SH   SOLE   3,516 0 0
REALTY INCOME CORP COM 756109104   703,155 14,080 SH   SOLE   14,080 0 0
REDFIN CORP COM 75737F108   308,577 43,832 SH   SOLE   43,832 0 0
REXFORD INDL RLTY INC COM 76169C100   200,855 4,070 SH   SOLE   4,070 0 0
ROBLOX CORP CL A 771049103   5,585,689 192,876 SH   SOLE   192,876 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   145,924 10,468 SH   SOLE   10,468 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,017,464 5,083 SH   SOLE   5,083 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   203,193 23,905 SH   SOLE   23,905 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,182,929 10,950 SH   SOLE   10,950 0 0
SPDR SER TR S&P METALS MNG 78464A755   50,463,315 961,206 SH   SOLE   961,206 0 0
SPDR SER TR S&P BIOTECH 78464A870   8,687,043 118,968 SH   SOLE   118,968 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   50,623,085 342,256 SH   SOLE   342,256 0 0
SUN CMNTYS INC COM 866674104   536,317 4,532 SH   SOLE   4,532 0 0
SURO CAPITAL CORP COM NEW 86887Q109   410,769 113,472 SH   SOLE   113,472 0 0
TENABLE HLDGS INC COM 88025T102   1,932,045 43,126 SH   SOLE   43,126 0 0
UDR INC COM 902653104   240,880 6,753 SH   SOLE   6,753 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,520,133 3,015 SH   SOLE   3,015 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   36,612,131 1,360,540 SH   SOLE   1,360,540 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   9,204,888 285,600 SH   SOLE   285,600 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   183,403,320 2,424,046 SH   SOLE   2,424,046 0 0
VENTAS INC COM 92276F100   336,829 7,995 SH   SOLE   7,995 0 0
VICI PPTYS INC COM 925652109   740,770 25,456 SH   SOLE   25,456 0 0
VISA INC COM CL A 92826C839   1,414,331 6,149 SH   SOLE   6,149 0 0
WAYFAIR INC CL A 94419L101   1,668,946 27,554 SH   SOLE   27,554 0 0
WELLTOWER INC COM 95040Q104   828,785 10,117 SH   SOLE   10,117 0 0