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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN CAMPUS CMNTYS INC COM 024835100   349,034 7,204 SH   SOLE   7,204 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200   390,088 24,799 SH   SOLE   24,799 0 0
AVALONBAY CMNTYS INC COM 053484101   356,175 1,607 SH   SOLE   1,607 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   352,787 15,956 SH   SOLE   15,956 0 0
COMPASS INC CL A 20464U100   300,511 22,663 SH   SOLE   22,663 0 0
COUSINS PPTYS INC COM NEW 222795502   362,049 9,709 SH   SOLE   9,709 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   330,521 1,907 SH   SOLE   1,907 0 0
CUBESMART COM 229663109   326,069 6,730 SH   SOLE   6,730 0 0
DADA NEXUS LTD ADS 23344D108   1,525,485 76,122 SH   SOLE   76,122 0 0
EQUINIX INC COM 29444U700   335,805 425 SH   SOLE   425 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   333,956 4,276 SH   SOLE   4,276 0 0
ESSEX PPTY TR INC COM 297178105   356,830 1,116 SH   SOLE   1,116 0 0
FIRST INDL RLTY TR INC COM 32054K103   348,571 6,693 SH   SOLE   6,693 0 0
HOST HOTELS & RESORTS INC COM 44107P104   366,984 22,473 SH   SOLE   22,473 0 0
HUDSON PAC PPTYS INC COM 444097109   361,948 13,778 SH   SOLE   13,778 0 0
INVITATION HOMES INC COM 46187W107   341,865 8,919 SH   SOLE   8,919 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   4,780,666 114,370 SH   SOLE   114,370 0 0
KILROY RLTY CORP COM 49427F108   373,954 5,648 SH   SOLE   5,648 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   342,454 17,063 SH   SOLE   17,063 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105   340,717 8,896 SH   SOLE   8,896 0 0
PARAMOUNT GROUP INC COM 69924R108   375,207 41,736 SH   SOLE   41,736 0 0
PARK HOTELS & RESORTS INC COM 700517105   374,398 19,561 SH   SOLE   19,561 0 0
PINDUODUO INC SPONSORED ADS 722304102   5,054,671 55,748 SH   SOLE   55,748 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   362,667 20,819 SH   SOLE   20,819 0 0
REXFORD INDL RLTY INC COM 76169C100   338,798 5,970 SH   SOLE   5,970 0 0
ROBLOX CORP CL A 771049103   3,977,708 52,650 SH   SOLE   52,650 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   323,325 21,965 SH   SOLE   21,965 0 0
SITE CTRS CORP COM 82981J109   363,102 23,517 SH   SOLE   23,517 0 0
SPDR SER TR S&P METALS MNG 78464A755   52,064,222 1,247,346 SH   SOLE   1,247,346 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   89,981,711 930,332 SH   SOLE   930,332 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300   334,527 7,266 SH   SOLE   7,266 0 0
SURO CAPITAL CORP COM NEW 86887Q109   5,651,972 437,798 SH   SOLE   437,798 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   544,578 28,497 SH   SOLE   28,497 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   353,270 21,673 SH   SOLE   21,673 0 0
UIPATH INC CL A 90364P105   1,320,458 25,099 SH   SOLE   25,099 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   245,633,918 2,413,381 SH   SOLE   2,413,381 0 0
VENTAS INC COM 92276F100   353,068 6,395 SH   SOLE   6,395 0 0
VICI PPTYS INC COM 925652109   343,392 12,087 SH   SOLE   12,087 0 0
WARBY PARKER INC CL A COM 93403J106   4,072,383 76,765 SH   SOLE   76,765 0 0
WP CAREY INC COM 92936U109   348,182 4,767 SH   SOLE   4,767 0 0