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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,209 40,618 SH   SOLE N/A 40,618 0 0
ALPHABET INC CAP STK CL A 02079K305 12,814 6,213 SH   SOLE N/A 6,213 0 0
AMAZON COM INC COM 023135106 5,913 1,911 SH   SOLE N/A 1,911 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,400 101,984 SH   SOLE N/A 101,984 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,284 22,104 SH   SOLE N/A 22,104 0 0
AVALONBAY CMNTYS INC COM 053484101 4,933 26,734 SH   SOLE N/A 26,734 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,835 276,795 SH   SOLE N/A 276,795 0 0
CAMDEN PPTY TR SH BEN INT 133131102 5,018 45,659 SH   SOLE N/A 45,659 0 0
CARGURUS INC COM CL A 141788109 5,986 251,214 SH   SOLE N/A 251,214 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 11,839 19,187 SH   SOLE N/A 19,187 0 0
DATADOG INC CL A COM 23804L103 8,945 107,333 SH   SOLE N/A 107,333 0 0
DYNATRACE INC COM NEW 268150109 12,975 268,969 SH   SOLE N/A 268,969 0 0
EQUINIX INC COM 29444U700 3,436 5,056 SH   SOLE N/A 5,056 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,549 102,903 SH   SOLE N/A 102,903 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,546 91,386 SH   SOLE N/A 91,386 0 0
ERICSSON ADR B SEK 10 294821608 12,257 929,233 SH   SOLE N/A 929,233 0 0
FACEBOOK INC CL A 30303M102 13,246 44,973 SH   SOLE N/A 44,973 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 12,103 86,076 SH   SOLE N/A 86,076 0 0
FIRST INDL RLTY TR INC COM 32054K103 5,971 130,393 SH   SOLE N/A 130,393 0 0
GODADDY INC CL A 380237107 11,831 152,425 SH   SOLE N/A 152,425 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,244 102,204 SH   SOLE N/A 102,204 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 12,678 104,844 SH   SOLE N/A 104,844 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,129 185,693 SH   SOLE N/A 185,693 0 0
INVITATION HOMES INC COM 46187W107 3,429 107,184 SH   SOLE N/A 107,184 0 0
KILROY RLTY CORP COM 49427F108 4,163 63,437 SH   SOLE N/A 63,437 0 0
KKR & CO INC COM 48251W104 6,536 133,801 SH   SOLE N/A 133,801 0 0
LIFE STORAGE INC COM 53223X107 4,623 53,792 SH   SOLE N/A 53,792 0 0
MERCADOLIBRE INC COM 58733R102 9,404 6,388 SH   SOLE N/A 6,388 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,139 82,618 SH   SOLE N/A 82,618 0 0
MICROSOFT CORP COM 594918104 9,026 38,281 SH   SOLE N/A 38,281 0 0
PALO ALTO NETWORKS INC COM 697435105 12,181 37,821 SH   SOLE N/A 37,821 0 0
PEGASYSTEMS INC COM 705573103 11,461 100,239 SH   SOLE N/A 100,239 0 0
POST HLDGS INC COM 737446104 12,235 115,728 SH   SOLE N/A 115,728 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 3,143 181,023 SH   SOLE N/A 181,023 0 0
SCHWAB CHARLES CORP COM 808513105 5,993 91,953 SH   SOLE N/A 91,953 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 15,398 225,408 SH   SOLE N/A 225,408 0 0
SNOWFLAKE INC CL A 833445109 284,700 1,241,714 SH   SOLE N/A 1,241,714 0 0
SQUARE INC CL A 852234103 9,509 41,879 SH   SOLE N/A 41,879 0 0
TWILIO INC CL A 90138F102 12,410 36,418 SH   SOLE N/A 36,418 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,375 171,986 SH   SOLE N/A 171,986 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,423 33,389 SH   SOLE N/A 33,389 0 0
ZENDESK INC COM 98936J101 11,604 87,495 SH   SOLE N/A 87,495 0 0