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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,437 5,500 SH   SOLE   5,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,751 5,500 SH   SOLE   5,500 0 0
AIRBNB INC COM CL A 009066101 734 5,000 SH   SOLE   5,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,745 7,500 SH   SOLE   7,500 0 0
ALPHABET INC CAP STK CL C 02079K107 2,628 1,500 SH   SOLE   1,500 0 0
AMAZON COM INC COM 023135106 2,606 800 SH   SOLE   800 0 0
AMERICAN EXPRESS CO COM 025816109 5,320 44,000 SH   SOLE   44,000 0 0
BK OF AMERICA CORP COM 060505104 3,273 108,000 SH   SOLE   108,000 0 0
BOOKING HOLDINGS INC COM 09857L108 891 400 SH   SOLE   400 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,201 193,400 SH   SOLE   193,400 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,080 28,000 SH   SOLE   28,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,572 15,900 SH   SOLE   15,900 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 3,276 78,000 SH   SOLE   78,000 0 0
CARVANA CO CL A 146869102 1,149 4,798 SH   SOLE   4,798 0 0
CITIGROUP INC COM NEW 172967424 987 16,000 SH   SOLE   16,000 0 0
D R HORTON INC COM 23331A109 345 5,000 SH   SOLE   5,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 442 11,000 SH   SOLE   11,000 0 0
DISNEY WALT CO COM 254687106 362 2,000 SH   SOLE   2,000 0 0
DRAFTKINGS INC COM CL A 26142R104 2,002 43,000 SH   SOLE   43,000 0 0
ESSENT GROUP LTD COM G3198U102 4,320 100,000 SH   SOLE   100,000 0 0
FASTLY INC CL A 31188V100 1,136 13,000 SH   SOLE   13,000 0 0
FEDEX CORP COM 31428X106 1,038 4,000 SH   SOLE   4,000 0 0
FIRST AMERN FINL CORP COM 31847R102 1,962 38,000 SH   SOLE   38,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,161 27,373 SH   SOLE   27,373 0 0
GAP INC COM 364760108 1,151 57,000 SH   SOLE   57,000 0 0
GENERAL MTRS CO COM 37045V100 2,290 55,000 SH   SOLE   55,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 878 60,000 SH   SOLE   60,000 0 0
ISHARES TR MSCI CHINA ETF 46429B671 1,619 20,000 SH   SOLE   20,000 0 0
JD.COM INC SPON ADR CL A 47215P106 967 11,000 SH   SOLE   11,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,588 12,500 SH   SOLE   12,500 0 0
KIMCO RLTY CORP COM 49446R109 2,717 181,000 SH   SOLE   181,000 0 0
MACERICH CO COM 554382101 1,405 131,668 SH   SOLE   131,668 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 1,113 60,000 SH   SOLE   60,000 0 0
MGIC INVT CORP WIS COM 552848103 2,700 215,100 SH   SOLE   215,100 0 0
MICROSOFT CORP COM 594918104 2,780 12,500 SH   SOLE   12,500 0 0
NETFLIX INC COM 64110L106 2,163 4,000 SH   SOLE   4,000 0 0
NEW YORK MTG TR INC COM PAR $.02 649604501 1,495 405,200 SH   SOLE   405,200 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,676 15,348 SH   SOLE   15,348 0 0
NVIDIA CORPORATION COM 67066G104 1,775 3,400 SH   SOLE   3,400 0 0
PAYPAL HLDGS INC COM 70450Y103 2,810 12,000 SH   SOLE   12,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 6,162 93,900 SH   SOLE   93,900 0 0
RADIAN GROUP INC COM 750236101 1,316 65,000 SH   SOLE   65,000 0 0
ROKU INC COM CL A 77543R102 1,328 4,000 SH   SOLE   4,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 5,200 236,137 SH   SOLE   236,137 0 0
SEA LTD SPONSORD ADS 81141R100 4,489 22,554 SH   SOLE   22,554 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 8,107 275,000 SH   SOLE   275,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 810 9,500 SH   SOLE   9,500 0 0
SL GREEN RLTY CORP COM 78440X101 5,132 86,140 SH   SOLE   86,140 0 0
SOUTHWEST AIRLS CO COM 844741108 653 14,000 SH   SOLE   14,000 0 0
SQUARE INC CL A 852234103 2,285 10,500 SH   SOLE   10,500 0 0
STARBUCKS CORP COM 855244109 2,300 21,500 SH   SOLE   21,500 0 0
STATE STR CORP COM 857477103 4,731 65,000 SH   SOLE   65,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 625 18,000 SH   SOLE   18,000 0 0
TARGET CORP COM 87612E106 3,619 20,500 SH   SOLE   20,500 0 0
TELADOC HEALTH INC COM 87918A105 3,299 16,500 SH   SOLE   16,500 0 0
TWILIO INC CL A 90138F102 1,422 4,200 SH   SOLE   4,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,397 47,000 SH   SOLE   47,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 758 4,500 SH   SOLE   4,500 0 0
VICI PPTYS INC COM 925652109 1,275 50,000 SH   SOLE   50,000 0 0
WALMART INC COM 931142103 1,730 12,000 SH   SOLE   12,000 0 0
WELLS FARGO CO NEW COM 949746101 3,144 104,180 SH   SOLE   104,180 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,161 70,000 SH   SOLE   70,000 0 0
WYNN RESORTS LTD COM 983134107 2,144 19,000 SH   SOLE   19,000 0 0