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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,796 6,500 SH   SOLE   6,500 0 0
ALLY FINL INC COM 02005N100 271 6,000 SH   SOLE   6,000 0 0
ALPHABET INC CAP STK CL C 02079K107 6,516 3,150 SH   SOLE   3,150 0 0
AMAZON COM INC COM 023135106 4,022 1,300 SH   SOLE   1,300 0 0
AMERICAN EXPRESS CO COM 025816109 1,414 10,000 SH   SOLE   10,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 667 20,000 SH   SOLE   20,000 0 0
ARRIVAL GROUP SHS L0423Q108 241 15,000 SH   SOLE   15,000 0 0
AVALONBAY CMNTYS INC COM 053484101 1,845 10,000 SH   SOLE   10,000 0 0
BEST BUY INC COM 086516101 230 2,000 SH   SOLE   2,000 0 0
BK OF AMERICA CORP COM 060505104 3,018 78,000 SH   SOLE   78,000 0 0
BLOCK H & R INC COM 093671105 436 20,000 SH   SOLE   20,000 0 0
BOOKING HOLDINGS INC COM 09857L108 2,330 1,000 SH   SOLE   1,000 0 0
BRINKER INTL INC COM 109641100 426 6,000 SH   SOLE   6,000 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,103 153,400 SH   SOLE   153,400 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,574 18,000 SH   SOLE   18,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,562 28,000 SH   SOLE   28,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,040 40,000 SH   SOLE   40,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 801 30,000 SH   SOLE   30,000 0 0
CITIGROUP INC COM NEW 172967424 1,382 19,000 SH   SOLE   19,000 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 274 20,000 SH   SOLE   20,000 0 0
D R HORTON INC COM 23331A109 980 11,000 SH   SOLE   11,000 0 0
DARDEN RESTAURANTS INC COM 237194105 1,264 8,900 SH   SOLE   8,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 435 9,000 SH   SOLE   9,000 0 0
DISNEY WALT CO COM 254687106 2,399 13,000 SH   SOLE   13,000 0 0
DRAFTKINGS INC COM CL A 26142R104 675 11,000 SH   SOLE   11,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,006 28,000 SH   SOLE   28,000 0 0
ESSENT GROUP LTD COM G3198U102 712 15,000 SH   SOLE   15,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,721 10,000 SH   SOLE   10,000 0 0
FEDEX CORP COM 31428X106 1,420 5,000 SH   SOLE   5,000 0 0
FORD MTR CO DEL COM 345370860 1,776 145,000 SH   SOLE   145,000 0 0
GENERAL MTRS CO COM 37045V100 2,873 50,000 SH   SOLE   50,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,028 8,500 SH   SOLE   8,500 0 0
HOME DEPOT INC COM 437076102 305 1,000 SH   SOLE   1,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,348 80,000 SH   SOLE   80,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,176 7,000 SH   SOLE   7,000 0 0
INVITATION HOMES INC COM 46187W107 640 20,000 SH   SOLE   20,000 0 0
ISHARES TR MSCI CHINA ETF 46429B671 817 10,000 SH   SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,066 7,000 SH   SOLE   7,000 0 0
KIMCO RLTY CORP COM 49446R109 300 16,000 SH   SOLE   16,000 0 0
LOWES COS INC COM 548661107 1,046 5,500 SH   SOLE   5,500 0 0
MACERICH CO COM 554382101 371 31,668 SH   SOLE   31,668 0 0
MARRIOTT INTL INC NEW CL A 571903202 592 4,000 SH   SOLE   4,000 0 0
MATCH GROUP INC NEW COM 57667L107 412 3,000 SH   SOLE   3,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 597 30,000 SH   SOLE   30,000 0 0
MGIC INVT CORP WIS COM 552848103 819 59,100 SH   SOLE   59,100 0 0
MICROSOFT CORP COM 594918104 3,065 13,000 SH   SOLE   13,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 433 3,000 SH   SOLE   3,000 0 0
NETFLIX INC COM 64110L106 1,565 3,000 SH   SOLE   3,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,013 90,000 SH   SOLE   90,000 0 0
NMI HLDGS INC CL A 629209305 2,364 100,000 SH   SOLE   100,000 0 0
NORFOLK SOUTHN CORP COM 655844108 2,954 11,000 SH   SOLE   11,000 0 0
ONEMAIN HLDGS INC COM 68268W103 537 10,000 SH   SOLE   10,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 4,260 63,700 SH   SOLE   63,700 0 0
SANTANDER CONSUMER USA HLDGS COM 80283M101 2,435 90,000 SH   SOLE   90,000 0 0
SCHWAB CHARLES CORP COM 808513105 978 15,000 SH   SOLE   15,000 0 0
SEA LTD SPONSORD ADS 81141R100 1,017 4,554 SH   SOLE   4,554 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 12,496 367,000 SH   SOLE   367,000 0 0
SL GREEN RLTY CORP COM 78440X804 4,845 69,220 SH   SOLE   69,220 0 0
SOUTHWEST AIRLS CO COM 844741108 305 5,000 SH   SOLE   5,000 0 0
SQUARE INC CL A 852234103 454 2,000 SH   SOLE   2,000 0 0
STARBUCKS CORP COM 855244109 2,568 23,500 SH   SOLE   23,500 0 0
STATE STR CORP COM 857477103 2,604 31,000 SH   SOLE   31,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,830 45,000 SH   SOLE   45,000 0 0
TARGET CORP COM 87612E106 3,862 19,500 SH   SOLE   19,500 0 0
TORTOISE ACQUISITION CORP II COM CL A G89554102 548 50,000 SH   SOLE   50,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,816 70,000 SH   SOLE   70,000 0 0
UDR INC COM 902653104 965 22,000 SH   SOLE   22,000 0 0
UNION PAC CORP COM 907818108 1,102 5,000 SH   SOLE   5,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,360 8,000 SH   SOLE   8,000 0 0
WALMART INC COM 931142103 2,581 19,000 SH   SOLE   19,000 0 0
WELLS FARGO CO NEW COM 949746101 1,511 38,680 SH   SOLE   38,680 0 0
WESTERN DIGITAL CORP. COM 958102105 1,869 28,000 SH   SOLE   28,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,850 69,500 SH   SOLE   69,500 0 0
WYNN RESORTS LTD COM 983134107 1,755 14,000 SH   SOLE   14,000 0 0