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
ABB LTD SPONSORED ADR 000375204 11,705 440,145 SH   SOLE N/A 440,145 0 0
ALPHABET INC CAP STK CL A 02079K305 17,301 7,939 SH   SOLE N/A 7,939 0 0
AMAZON COM INC COM 023135106 13,795 129,880 SH   SOLE N/A 129,880 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 10,429 294,282 SH   SOLE N/A 294,282 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 10,469 348,493 SH   SOLE N/A 348,493 0 0
APPLOVIN CORP COM CL A 03831W108 11,915 345,967 SH   SOLE N/A 345,967 0 0
AVALONBAY CMNTYS INC COM 053484101 9,383 48,305 SH   SOLE N/A 48,305 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 5,780 232,223 SH   SOLE N/A 232,223 0 0
BLOCK INC CL A 852234103 6,358 103,449 SH   SOLE N/A 103,449 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 53,445 995,245 SH   SOLE N/A 995,245 0 0
CAMDEN PPTY TR SH BEN INT 133131102 8,804 65,465 SH   SOLE N/A 65,465 0 0
CARGURUS INC COM CL A 141788109 5,590 260,103 SH   SOLE N/A 260,103 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 3,313 649,554 SH   SOLE N/A 649,554 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,565 50,867 SH   SOLE N/A 50,867 0 0
DATADOG INC CL A COM 23804L103 11,787 123,759 SH   SOLE N/A 123,759 0 0
DYNATRACE INC COM NEW 268150109 13,751 348,664 SH   SOLE N/A 348,664 0 0
EQUINIX INC COM 29444U700 8,588 13,071 SH   SOLE N/A 13,071 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 17,120 242,942 SH   SOLE N/A 242,942 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,500 131,547 SH   SOLE N/A 131,547 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,145 75,350 SH   SOLE N/A 75,350 0 0
FIRST INDL RLTY TR INC COM 32054K103 15,187 319,854 SH   SOLE N/A 319,854 0 0
GODADDY INC CL A 380237107 16,885 242,735 SH   SOLE N/A 242,735 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,432 286,858 SH   SOLE N/A 286,858 0 0
INTUIT COM 461202103 14,838 38,497 SH   SOLE N/A 38,497 0 0
INVITATION HOMES INC COM 46187W107 13,871 389,858 SH   SOLE N/A 389,858 0 0
JAMF HLDG CORP COM 47074L105 8,488 342,678 SH   SOLE N/A 342,678 0 0
KILROY RLTY CORP COM 49427F108 7,956 152,027 SH   SOLE N/A 152,027 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 15,260 131,963 SH   SOLE N/A 131,963 0 0
LIFE STORAGE INC COM 53223X107 12,241 109,628 SH   SOLE N/A 109,628 0 0
MERCADOLIBRE INC COM 58733R102 6,011 9,439 SH   SOLE N/A 9,439 0 0
META PLATFORMS INC CL A 30303M102 12,497 77,498 SH   SOLE N/A 77,498 0 0
MICROSOFT CORP COM 594918104 17,226 67,071 SH   SOLE N/A 67,071 0 0
MODERNA INC COM 60770K107 8,669 60,684 SH   SOLE N/A 60,684 0 0
POST HLDGS INC COM 737446104 16,293 197,853 SH   SOLE N/A 197,853 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 5,690 372,893 SH   SOLE N/A 372,893 0 0
REXFORD INDL RLTY INC COM 76169C100 7,442 129,218 SH   SOLE N/A 129,218 0 0
SCHWAB CHARLES CORP COM 808513105 7,654 121,150 SH   SOLE N/A 121,150 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 17,622 244,136 SH   SOLE N/A 244,136 0 0
SHOPIFY INC CL A 82509L107 5,296 169,540 SH   SOLE N/A 169,540 0 0
SNOWFLAKE INC CL A 833445109 97,019 697,680 SH   SOLE N/A 697,680 0 0
TWILIO INC CL A 90138F102 8,399 100,216 SH   SOLE N/A 100,216 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,622 519,175 SH   SOLE N/A 519,175 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,425 35,873 SH   SOLE N/A 35,873 0 0
VICI PPTYS INC COM 925652109 17,205 577,557 SH   SOLE N/A 577,557 0 0