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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 169 1,138 SH   SOLE   1,138 0 0
ABBOTT LABS COM 002824100 17,655 149,167 SH   SOLE   149,167 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 224 492 SH   SOLE   492 0 0
ADVANCED MICRO DEVICES INC COM 007903107 39,379 360,156 SH   SOLE   360,156 0 0
AIR PRODS & CHEMS INC COM 009158106 13,721 54,902 SH   SOLE   54,902 0 0
ALLSTATE CORP COM 020002101 12,881 93,000 SH   SOLE   93,000 0 0
ALLY FINL INC COM 02005N100 40 927 SH   SOLE   927 0 0
ALPHABET INC CAP STK CL A 02079K305 78,409 28,191 SH   SOLE   28,191 0 0
ALPHABET INC CAP STK CL C 02079K107 75,679 27,096 SH   SOLE   27,096 0 0
ALTRIA GROUP INC COM 02209S103 12,966 248,159 SH   SOLE   248,159 0 0
AMAZON COM INC COM 023135106 108,540 33,295 SH   SOLE   33,295 0 0
AMERICAN EXPRESS CO COM 025816109 831 4,442 SH   SOLE   4,442 0 0
AMERICAN TOWER CORP NEW COM 03027X100 276 1,099 SH   SOLE   1,099 0 0
AMERIPRISE FINL INC COM 03076C106 104 346 SH   SOLE   346 0 0
AMGEN INC COM 031162100 435 1,800 SH   SOLE   1,800 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 2,464 350,000 SH   SOLE   350,000 0 0
AON PLC SHS CL A G0403H108 6,095 18,717 SH   SOLE   18,717 0 0
APPLE INC COM 037833100 170,378 975,762 SH   SOLE   975,762 0 0
APPLIED MATLS INC COM 038222105 7,486 56,800 SH   SOLE   56,800 0 0
AT&T INC COM 00206R102 454 19,214 SH   SOLE   19,214 0 0
BANK NEW YORK MELLON CORP COM 064058100 113 2,284 SH   SOLE   2,284 0 0
BAXTER INTL INC COM 071813109 1,277 16,473 SH   SOLE   16,473 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 387 1,097 SH   SOLE   1,097 0 0
BK OF AMERICA CORP COM 060505104 709 17,190 SH   SOLE   17,190 0 0
BOOKING HOLDINGS INC COM 09857L108 460 196 SH   SOLE   196 0 0
BOSTON PROPERTIES INC COM 101121101 2,871 22,290 SH   SOLE   22,290 0 0
BOSTON SCIENTIFIC CORP COM 101137107 683 15,422 SH   SOLE   15,422 0 0
BROADCOM INC COM 11135F101 101,886 161,806 SH   SOLE   161,806 0 0
CAPITAL ONE FINL CORP COM 14040H105 163 1,240 SH   SOLE   1,240 0 0
CARLYLE GROUP INC COM 14316J108 983 20,105 SH   SOLE   20,105 0 0
CATERPILLAR INC COM 149123101 7,618 34,191 SH   SOLE   34,191 0 0
CBRE GROUP INC CL A 12504L109 471 5,149 SH   SOLE   5,149 0 0
CHANGE HEALTHCARE INC COM 15912K100 215 9,843 SH   SOLE   9,843 0 0
CHURCH & DWIGHT INC COM 171340102 4,219 42,455 SH   SOLE   42,455 0 0
CISCO SYS INC COM 17275R102 13,223 237,136 SH   SOLE   237,136 0 0
CLOROX CO DEL COM 189054109 7,175 51,605 SH   SOLE   51,605 0 0
COCA COLA CO COM 191216100 15,788 254,643 SH   SOLE   254,643 0 0
COMCAST CORP NEW CL A 20030N101 568 12,139 SH   SOLE   12,139 0 0
CONAGRA BRANDS INC COM 205887102 397 11,822 SH   SOLE   11,822 0 0
COSTCO WHSL CORP NEW COM 22160K105 16,049 27,870 SH   SOLE   27,870 0 0
CVS HEALTH CORP COM 126650100 272 2,691 SH   SOLE   2,691 0 0
D R HORTON INC COM 23331A109 239 3,205 SH   SOLE   3,205 0 0
DEVON ENERGY CORP NEW COM 25179M103 464 7,853 SH   SOLE   7,853 0 0
DISCOVER FINL SVCS COM 254709108 1,768 16,046 SH   SOLE   16,046 0 0
DISNEY WALT CO COM 254687106 196 1,431 SH   SOLE   1,431 0 0
DOW INC COM 260557103 4,320 67,798 SH   SOLE   67,798 0 0
DUKE REALTY CORP COM NEW 264411505 477 8,222 SH   SOLE   8,222 0 0
EQUINIX INC COM 29444U700 41,160 55,500 SH   SOLE   55,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 2,805 36,681 SH   SOLE   36,681 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 117 1,301 SH   SOLE   1,301 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,833 27,463 SH   SOLE   27,463 0 0
EXTRA SPACE STORAGE INC COM 30225T102 947 4,608 SH   SOLE   4,608 0 0
EXXON MOBIL CORP COM 30231G102 16,598 200,968 SH   SOLE   200,968 0 0
FACEBOOK INC CL A 30303M102 42,203 189,795 SH   SOLE   189,795 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,532 75,000 SH   SOLE   75,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,982 49,239 SH   SOLE   49,239 0 0
FORD MTR CO DEL COM 345370860 31,520 1,863,967 SH   SOLE   1,863,967 0 0
FRANKLIN RESOURCES INC COM 354613101 1,449 51,912 SH   SOLE   51,912 0 0
GALLAGHER ARTHUR J & CO COM 363576109 61 348 SH   SOLE   348 0 0
GENERAL MTRS CO COM 37045V100 89 2,037 SH   SOLE   2,037 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 19,232 58,260 SH   SOLE   58,260 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,087 15,142 SH   SOLE   15,142 0 0
HERSHEY CO COM 427866108 5,992 27,660 SH   SOLE   27,660 0 0
HOME DEPOT INC COM 437076102 654 2,186 SH   SOLE   2,186 0 0
HONEYWELL INTL INC COM 438516106 29,386 151,025 SH   SOLE   151,025 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 473 4,493 SH   SOLE   4,493 0 0
IDACORP INC COM 451107106 465 4,028 SH   SOLE   4,028 0 0
INTEL CORP COM 458140100 377 7,601 SH   SOLE   7,601 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 42 319 SH   SOLE   319 0 0
INTUIT COM 461202103 228 474 SH   SOLE   474 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 40,727 135,000 SH   SOLE   135,000 0 0
INVITATION HOMES INC COM 46187W107 2,544 63,326 SH   SOLE   63,326 0 0
IRON MTN INC NEW COM 46284V101 539 9,723 SH   SOLE   9,723 0 0
ISHARES TR MSCI ACWI ETF 464288257 99,780 1,000,000 SH   SOLE   1,000,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 63,662 1,410,000 SH   SOLE   1,410,000 0 0
JOHNSON & JOHNSON COM 478160104 89,254 503,606 SH   SOLE   503,606 0 0
JPMORGAN CHASE & CO COM 46625H100 34,436 252,613 SH   SOLE   252,613 0 0
KEYCORP COM 493267108 10,519 470,000 SH   SOLE   470,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 38,489 1,350,000 SH   SOLE   1,350,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,046 3,968 SH   SOLE   3,968 0 0
LAM RESEARCH CORP COM 512807108 23,468 43,652 SH   SOLE   43,652 0 0
LAS VEGAS SANDS CORP COM 517834107 52 1,333 SH   SOLE   1,333 0 0
LAUDER ESTEE COS INC CL A 518439104 5,097 18,716 SH   SOLE   18,716 0 0
LEAR CORP COM NEW 521865204 1,721 12,071 SH   SOLE   12,071 0 0
LENNAR CORP CL A 526057104 205 2,522 SH   SOLE   2,522 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,898 16,133 SH   SOLE   16,133 0 0
LOWES COS INC COM 548661107 261 1,291 SH   SOLE   1,291 0 0
LUMEN TECHNOLOGIES INC COM 550241103 172 15,282 SH   SOLE   15,282 0 0
MASIMO CORP COM 574795100 1,130 7,761 SH   SOLE   7,761 0 0
MCDONALDS CORP COM 580135101 250 1,010 SH   SOLE   1,010 0 0
MCKESSON CORP COM 58155Q103 1,618 5,286 SH   SOLE   5,286 0 0
MERCK & CO INC COM 58933Y105 698 8,512 SH   SOLE   8,512 0 0
MGIC INVT CORP WIS COM 552848103 5,514 406,932 SH   SOLE   406,932 0 0
MICRON TECHNOLOGY INC COM 595112103 54,784 703,352 SH   SOLE   703,352 0 0
MICROSOFT CORP COM 594918104 151,347 490,893 SH   SOLE   490,893 0 0
MORGAN STANLEY COM NEW 617446448 940 10,753 SH   SOLE   10,753 0 0
NETFLIX INC COM 64110L106 175 466 SH   SOLE   466 0 0
NEW YORK TIMES CO CL A 650111107 1,630 35,553 SH   SOLE   35,553 0 0
NIKE INC CL B 654106103 38,472 285,910 SH   SOLE   285,910 0 0
NORFOLK SOUTHN CORP COM 655844108 464 1,628 SH   SOLE   1,628 0 0
NVIDIA CORPORATION COM 67066G104 6,955 25,488 SH   SOLE   25,488 0 0
ORACLE CORP COM 68389X105 444 5,370 SH   SOLE   5,370 0 0
ORGANON & CO COMMON STOCK 68622V106 11 311 SH   SOLE   311 0 0
ORION OFFICE REIT INC COM 68629Y103 9 609 SH   SOLE   609 0 0
PAYPAL HLDGS INC COM 70450Y103 148 1,281 SH   SOLE   1,281 0 0
PEPSICO INC COM 713448108 28,268 168,886 SH   SOLE   168,886 0 0
PFIZER INC COM 717081103 26,227 506,602 SH   SOLE   506,602 0 0
PINDUODUO INC SPONSORED ADS 722304102 4,300 107,210 SH   SOLE   107,210 0 0
PLAYTIKA HLDG CORP COM 72815L107 926 47,928 SH   SOLE   47,928 0 0
PNC FINL SVCS GROUP INC COM 693475105 137 745 SH   SOLE   745 0 0
PPG INDS INC COM 693506107 326 2,491 SH   SOLE   2,491 0 0
PROCTER AND GAMBLE CO COM 742718109 24,781 162,181 SH   SOLE   162,181 0 0
QUALCOMM INC COM 747525103 56,591 370,311 SH   SOLE   370,311 0 0
QUEST DIAGNOSTICS INC COM 74834L100 6,741 49,258 SH   SOLE   49,258 0 0
REALTY INCOME CORP COM 756109104 422 6,090 SH   SOLE   6,090 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 599 26,899 SH   SOLE   26,899 0 0
REXFORD INDL RLTY INC COM 76169C100 2,778 37,241 SH   SOLE   37,241 0 0
ROYAL GOLD INC COM 780287108 5,105 36,136 SH   SOLE   36,136 0 0
S&P GLOBAL INC COM 78409V104 53 128 SH   SOLE   128 0 0
SALESFORCE COM INC COM 79466L302 799 3,763 SH   SOLE   3,763 0 0
SCHWAB CHARLES CORP COM 808513105 3,049 36,159 SH   SOLE   36,159 0 0
SIMON PPTY GROUP INC NEW COM 828806109 460 3,500 SH   SOLE   3,500 0 0
SMUCKER J M CO COM NEW 832696405 4,139 30,567 SH   SOLE   30,567 0 0
TEMPUR SEALY INTL INC COM 88023U101 165 5,897 SH   SOLE   5,897 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 293 496 SH   SOLE   496 0 0
TRADEWEB MKTS INC CL A 892672106 1,084 12,333 SH   SOLE   12,333 0 0
TRAVELERS COMPANIES INC COM 89417E109 16,413 89,822 SH   SOLE   89,822 0 0
TYSON FOODS INC CL A 902494103 570 6,365 SH   SOLE   6,365 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,916 249,889 SH   SOLE   249,889 0 0
UNDER ARMOUR INC CL A 904311107 1,651 97,014 SH   SOLE   97,014 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,541 101,067 SH   SOLE   101,067 0 0
US BANCORP DEL COM NEW 902973304 330 6,218 SH   SOLE   6,218 0 0
VENTAS INC COM 92276F100 438 7,086 SH   SOLE   7,086 0 0
VERISK ANALYTICS INC COM 92345Y106 780 3,636 SH   SOLE   3,636 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,274 240,959 SH   SOLE   240,959 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,982 111,274 SH   SOLE   111,274 0 0
WALMART INC COM 931142103 31,507 211,570 SH   SOLE   211,570 0 0
WELLS FARGO CO NEW COM 949746101 326 6,727 SH   SOLE   6,727 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 12,697 335,000 SH   SOLE   335,000 0 0
WILLIAMS COS INC COM 969457100 38,751 1,159,877 SH   SOLE   1,159,877 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 252 1,068 SH   SOLE   1,068 0 0
WP CAREY INC COM 92936U109 2,492 30,832 SH   SOLE   30,832 0 0
WYNN RESORTS LTD COM 983134107 9,939 124,637 SH   SOLE   124,637 0 0
ZYNGA INC CL A 98986T108 5,745 621,765 SH   SOLE   621,765 0 0