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
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC3621 9,465,990 73,431 SH   SOLE N/A 73,431 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG000CH53T5 10,493,106 69,523 SH   SOLE N/A 69,523 0 0
AMAZON COM INC COM 023135106 BBG000CH53T5 22,189,265 123,014 SH   SOLE N/A 123,014 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 BBG004X82BC7 7,127,008 193,774 SH   SOLE N/A 193,774 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BHHGJQ1 10,411,143 53,385 SH   SOLE N/A 53,385 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG00WXXS1W2 10,264,623 55,317 SH   SOLE N/A 55,317 0 0
BOSTON PROPERTIES INC COM 101121101 BBG00WXXS1W2 12,365,404 189,334 SH   SOLE N/A 189,334 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 BBG004V7PD50 7,217,253 307,772 SH   SOLE N/A 307,772 0 0
CRH PLC ORD G25508105 BBG000D3JZW5 11,789,499 136,674 SH   SOLE N/A 136,674 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV29R2 7,419,384 50,472 SH   SOLE N/A 50,472 0 0
FIRST INDL RLTY TR INC COM 32054K103 BBG00WXXS1W2 10,364,776 197,274 SH   SOLE N/A 197,274 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG000BK6PH2 18,895,629 107,649 SH   SOLE N/A 107,649 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG000CH53T5 13,442,582 362,041 SH   SOLE N/A 362,041 0 0
GMS INC COM 36251C103 BBG000CH53T5 7,022,692 72,146 SH   SOLE N/A 72,146 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 7,033,763 11,226 SH   SOLE N/A 11,226 0 0
HUMANA INC COM 444859102 BBG000BLKM81 10,163,750 29,314 SH   SOLE N/A 29,314 0 0
INTUIT COM 461202103 BBG000CH53T5 15,633,800 24,052 SH   SOLE N/A 24,052 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 BBG0060N2LP9 6,857,423 266,722 SH   SOLE N/A 266,722 0 0
INVITATION HOMES INC COM 46187W107 BBG00WXXS1W2 7,484,474 210,179 SH   SOLE N/A 210,179 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPF49 9,983,472 6,603 SH   SOLE N/A 6,603 0 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKJ5 14,705,790 30,285 SH   SOLE N/A 30,285 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 21,903,945 52,063 SH   SOLE N/A 52,063 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG000BLMZS8 7,139,662 54,261 SH   SOLE N/A 54,261 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 7,025,018 17,874 SH   SOLE N/A 17,874 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 12,838,336 204,987 SH   SOLE N/A 204,987 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG000CH53T5 17,072,625 207,772 SH   SOLE N/A 207,772 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z339 11,400,110 87,545 SH   SOLE N/A 87,545 0 0
PUBLIC STORAGE COM 74460D109 BBG000BPPPX2 7,495,440 25,841 SH   SOLE N/A 25,841 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB8398 6,721,136 133,621 SH   SOLE N/A 133,621 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 6,639,573 15,606 SH   SOLE N/A 15,606 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 13,321,794 44,232 SH   SOLE N/A 44,232 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG000BJ13H9 10,023,930 131,272 SH   SOLE N/A 131,272 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG000CH53T5 10,286,920 181,044 SH   SOLE N/A 181,044 0 0
TERRENO RLTY CORP COM 88146M101 BBG00WXXS1W2 7,999,474 120,474 SH   SOLE N/A 120,474 0 0
UDR INC COM 902653104 BBG00WXXS1W2 9,798,240 261,915 SH   SOLE N/A 261,915 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 13,521,482 250,537 SH   SOLE N/A 250,537 0 0
VISA INC COM CL A 92826C839 BBG000CH53T5 16,885,735 60,505 SH   SOLE N/A 60,505 0 0
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 8,670,671 92,794 SH   SOLE N/A 92,794 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 10,491,811 654,511 SH   SOLE N/A 654,511 0 0