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
ABB LTD SPONSORED ADR 000375204 11,531 342,679 SH   SOLE N/A 342,679 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,495 50,622 SH   SOLE N/A 50,622 0 0
ALPHABET INC CAP STK CL A 02079K305 18,477 6,911 SH   SOLE N/A 6,911 0 0
AMAZON COM INC COM 023135106 15,634 4,759 SH   SOLE N/A 4,759 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 6,743 176,888 SH   SOLE N/A 176,888 0 0
AMERICAN TOWER CORP NEW COM 03027X100 8,486 31,972 SH   SOLE N/A 31,972 0 0
AVALONBAY CMNTYS INC COM 053484101 9,129 41,187 SH   SOLE N/A 41,187 0 0
BOSTON BEER INC CL A 100557107 2,931 5,750 SH   SOLE N/A 5,750 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 66,177 1,279,021 SH   SOLE N/A 1,279,021 0 0
CAMDEN PPTY TR SH BEN INT 133131102 9,576 64,938 SH   SOLE N/A 64,938 0 0
CARGURUS INC COM CL A 141788109 8,618 274,376 SH   SOLE N/A 274,376 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 17,492 24,042 SH   SOLE N/A 24,042 0 0
DATADOG INC CL A COM 23804L103 12,678 89,692 SH   SOLE N/A 89,692 0 0
DYNATRACE INC COM NEW 268150109 18,635 262,570 SH   SOLE N/A 262,570 0 0
EQUINIX INC COM 29444U700 5,723 7,243 SH   SOLE N/A 7,243 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 12,075 154,610 SH   SOLE N/A 154,610 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,512 92,832 SH   SOLE N/A 92,832 0 0
ERICSSON ADR B SEK 10 294821608 12,846 1,146,963 SH   SOLE N/A 1,146,963 0 0
FACEBOOK INC CL A 30303M102 16,988 50,055 SH   SOLE N/A 50,055 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,440 69,363 SH   SOLE N/A 69,363 0 0
FIRST INDL RLTY TR INC COM 32054K103 11,502 220,850 SH   SOLE N/A 220,850 0 0
GODADDY INC CL A 380237107 16,341 234,447 SH   SOLE N/A 234,447 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,834 174,248 SH   SOLE N/A 174,248 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 10,010 75,770 SH   SOLE N/A 75,770 0 0
INVITATION HOMES INC COM 46187W107 10,574 275,862 SH   SOLE N/A 275,862 0 0
KILROY RLTY CORP COM 49427F108 5,502 83,097 SH   SOLE N/A 83,097 0 0
KKR & CO INC COM 48251W104 8,213 134,906 SH   SOLE N/A 134,906 0 0
LIFE STORAGE INC COM 53223X107 9,222 80,377 SH   SOLE N/A 80,377 0 0
MERCADOLIBRE INC COM 58733R102 12,723 7,576 SH   SOLE N/A 7,576 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 11,004 287,302 SH   SOLE N/A 287,302 0 0
MICROSOFT CORP COM 594918104 15,769 55,934 SH   SOLE N/A 55,934 0 0
PALO ALTO NETWORKS INC COM 697435105 19,468 40,643 SH   SOLE N/A 40,643 0 0
POST HLDGS INC COM 737446104 17,023 154,526 SH   SOLE N/A 154,526 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 4,710 320,002 SH   SOLE N/A 320,002 0 0
SCHWAB CHARLES CORP COM 808513105 8,492 116,580 SH   SOLE N/A 116,580 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 16,006 232,506 SH   SOLE N/A 232,506 0 0
SMARTSHEET INC COM CL A 83200N103 11,294 164,116 SH   SOLE N/A 164,116 0 0
SNOWFLAKE INC CL A 833445109 49,185 162,634 SH   SOLE N/A 162,634 0 0
SQUARE INC CL A 852234103 11,547 48,143 SH   SOLE N/A 48,143 0 0
T-MOBILE US INC COM 872590104 12,105 94,751 SH   SOLE N/A 94,751 0 0
TWILIO INC CL A 90138F102 17,460 54,725 SH   SOLE N/A 54,725 0 0
UBER TECHNOLOGIES INC COM 90353T100 14,608 326,064 SH   SOLE N/A 326,064 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,297 41,707 SH   SOLE N/A 41,707 0 0