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
ALPHABET INC CAP STK CL A 02079K305   4,466,588 31,975 SH   SOLE   31,975 0 0
AMAZON COM INC COM 023135106   1,528,668 10,061 SH   SOLE   10,061 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,542,031 7,143 SH   SOLE   7,143 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   409,614 13,532 SH   SOLE   13,532 0 0
AVALONBAY CMNTYS INC COM 053484101   694,212 3,708 SH   SOLE   3,708 0 0
BOSTON PROPERTIES INC COM 101121101   257,243 3,666 SH   SOLE   3,666 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   265,278 11,400 SH   SOLE   11,400 0 0
BROADSTONE NET LEASE INC COM 11135E203   273,471 15,881 SH   SOLE   15,881 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,655,449 20,821 SH   SOLE   20,821 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   8,191,284 47,098 SH   SOLE   47,098 0 0
CROWN CASTLE INC COM 22822V101   994,205 8,631 SH   SOLE   8,631 0 0
DIGITAL RLTY TR INC COM 253868103   1,268,282 9,424 SH   SOLE   9,424 0 0
ENTEGRIS INC COM 29362U104   1,513,926 12,635 SH   SOLE   12,635 0 0
EQUINIX INC COM 29444U700   1,088,887 1,352 SH   SOLE   1,352 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   633,128 10,352 SH   SOLE   10,352 0 0
ESSEX PPTY TR INC COM 297178105   345,380 1,393 SH   SOLE   1,393 0 0
EXTRA SPACE STORAGE INC COM 30225T102   698,558 4,357 SH   SOLE   4,357 0 0
FIRST INDL RLTY TR INC COM 32054K103   265,088 5,033 SH   SOLE   5,033 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   414,441 8,398 SH   SOLE   8,398 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   217,899 11,005 SH   SOLE   11,005 0 0
INTUIT COM 461202103   2,857,637 4,572 SH   SOLE   4,572 0 0
INVITATION HOMES INC COM 46187W107   661,632 19,397 SH   SOLE   19,397 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   5,085,823 120,147 SH   SOLE   120,147 0 0
KIMCO RLTY CORP COM 49446R109   206,579 9,694 SH   SOLE   9,694 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   57,697 11,751 SH   SOLE   11,751 0 0
META PLATFORMS INC CL A 30303M102   2,256,849 6,376 SH   SOLE   6,376 0 0
MICROSOFT CORP COM 594918104   3,341,867 8,887 SH   SOLE   8,887 0 0
MID-AMER APT CMNTYS INC COM 59522J103   340,184 2,530 SH   SOLE   2,530 0 0
NNN REIT INC COM 637417106   360,833 8,372 SH   SOLE   8,372 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   217,165 7,083 SH   SOLE   7,083 0 0
PROLOGIS INC. COM 74340W103   2,490,577 18,684 SH   SOLE   18,684 0 0
PUBLIC STORAGE COM 74460D109   1,164,490 3,818 SH   SOLE   3,818 0 0
REALTY INCOME CORP COM 756109104   827,365 14,409 SH   SOLE   14,409 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   163,856 11,679 SH   SOLE   11,679 0 0
REXFORD INDL RLTY INC COM 76169C100   360,667 6,429 SH   SOLE   6,429 0 0
ROBLOX CORP CL A 771049103   1,641,028 35,893 SH   SOLE   35,893 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   999,031 3,938 SH   SOLE   3,938 0 0
SERA PROGNOSTICS INC CLASS A COM 81749D107   284,493 47,574 SH   SOLE   47,574 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,966,150 13,784 SH   SOLE   13,784 0 0
SMARTSHEET INC COM CL A 83200N103   1,868,758 39,079 SH   SOLE   39,079 0 0
SPDR SER TR S&P METALS MNG 78464A755   57,600,495 962,736 SH   SOLE   962,736 0 0
SPDR SER TR S&P BIOTECH 78464A870   10,624,349 118,987 SH   SOLE   118,987 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   47,204,651 344,786 SH   SOLE   344,786 0 0
SUN CMNTYS INC COM 866674104   605,435 4,530 SH   SOLE   4,530 0 0
SURO CAPITAL CORP COM NEW 86887Q109   447,080 113,472 SH   SOLE   113,472 0 0
TENABLE HLDGS INC COM 88025T102   3,008,317 65,313 SH   SOLE   65,313 0 0
UDR INC COM 902653104   286,026 7,470 SH   SOLE   7,470 0 0
UIPATH INC CL A 90364P105   1,091,569 43,944 SH   SOLE   43,944 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,850,016 3,514 SH   SOLE   3,514 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   42,860,161 1,382,140 SH   SOLE   1,382,140 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   10,902,916 287,600 SH   SOLE   287,600 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   165,593,267 1,874,075 SH   SOLE   1,874,075 0 0
VENTAS INC COM 92276F100   880,772 17,672 SH   SOLE   17,672 0 0
VICI PPTYS INC COM 925652109   978,588 30,696 SH   SOLE   30,696 0 0
VISA INC COM CL A 92826C839   1,914,614 7,354 SH   SOLE   7,354 0 0
WELLTOWER INC COM 95040Q104   229,663 2,547 SH   SOLE   2,547 0 0