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
SCHRODINGER INC COM 80810D103 6,610 83,478 SH   SOLE   0 0 83,478
APPLE INC COM 037833100 9,214 69,441 SH   SOLE   0 0 69,441
APARTMENT INCOME REIT CORP COM COM 03750L109 2,064 53,724 SH   SOLE   0 0 53,724
UDR INC COM 902653104 2,059 53,580 SH   SOLE   0 0 53,580
APARTMENT INVT & MGMT CO CL A 03748R754 275 52,036 SH   SOLE   0 0 52,036
ARCH CAP GROUP LTD COM G0450A105 1,656 45,914 SH   SOLE   0 0 45,914
SPDR SER TR SPDR BLOOMBERG 78468R663 4,136 45,196 SH   SOLE   0 0 45,196
ISHARES INC MSCI STH KOR ETF 464286772 3,191 37,085 SH   SOLE   0 0 37,085
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,113 35,640 SH   SOLE   0 0 35,640
PINTEREST INC CL A 72352L106 2,304 34,964 SH   SOLE   0 0 34,964
SPDR SER TR S&P BIOTECH BIOTECH ETF 78464A870 4,865 34,557 SH   SOLE   0 0 34,557
GENERAL ELECTRIC CO COM 369604103 371 34,392 SH   SOLE   0 0 34,392
MICROSOFT CORP COM 594918104 6,441 28,960 SH   SOLE   0 0 28,960
ISHARES TR NASDAQ BIOTECH BIOTECH ETF 464287556 4,383 28,935 SH   SOLE   0 0 28,935
INVESCO QQQ TR UNIT SER 1 46090E103 8,001 25,502 SH   SOLE   0 0 25,502
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,526 23,743 SH   SOLE   0 0 23,743
TESLA INC COM 88160R101 16,106 22,824 SH   SOLE   0 0 22,824
FACEBOOK INC CL A 30303M102 5,870 21,489 SH   SOLE   0 0 21,489
CAMDEN PPTY TR SH BEN INT 133131102 2,124 21,260 SH   SOLE   0 0 21,260
HYATT HOTELS CORP COM 448579102 1,479 19,914 SH   SOLE   0 0 19,914
AMERICAN CAMPUS CMNTYS INC COM 024835100 824 19,265 SH   SOLE   0 0 19,265
GUIDEWIRE SOFTWARE INC COM 40171V100 2,252 17,493 SH   SOLE   0 0 17,493
CHOICE HOTELS INTL INC COM 169905106 1,839 17,232 SH   SOLE   0 0 17,232
MID AMER APT CMNTYS INC COM 59522J103 2,142 16,908 SH   SOLE   0 0 16,908
EQUITY LIFESTYLE PPTYS INC COM 29472R108 842 13,284 SH   SOLE   0 0 13,284
PFIZER INC COM 717081103 467 12,681 SH   SOLE   0 0 12,681
COLGATE PALMOLIVE CO COM 194162103 976 11,416 SH   SOLE   0 0 11,416
BROADCOM INC COM 11135F101 4,821 11,011 SH   SOLE   0 0 11,011
CROWDSTRIKE HLDGS INC CL A 22788C105 2,250 10,620 SH   SOLE   0 0 10,620
GARTNER INC COM 366651107 1,681 10,491 SH   SOLE   0 0 10,491