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 9,956 379,826 SH   SOLE N/A 379,826 0 0
ALPHABET INC CAP STK CL A 02079K305 13,339 139,460 SH   SOLE N/A 139,460 0 0
AMAZON COM INC COM 023135106 14,673 129,849 SH   SOLE N/A 129,849 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 10,938 333,373 SH   SOLE N/A 333,373 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 8,725 354,657 SH   SOLE N/A 354,657 0 0
APPLOVIN CORP COM CL A 03831W108 5,299 271,890 SH   SOLE N/A 271,890 0 0
ATLASSIAN CORP PLC CL A G06242104 10,960 52,045 SH   SOLE N/A 52,045 0 0
AVALONBAY CMNTYS INC COM 053484101 8,711 47,296 SH   SOLE N/A 47,296 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 5,611 272,224 SH   SOLE N/A 272,224 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 55,118 935,470 SH   SOLE N/A 935,470 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 7,782 241,236 SH   SOLE N/A 241,236 0 0
CAMDEN PPTY TR SH BEN INT 133131102 8,207 68,706 SH   SOLE N/A 68,706 0 0
CARGURUS INC COM CL A 141788109 4,118 290,631 SH   SOLE N/A 290,631 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 2,546 649,554 SH   SOLE N/A 649,554 0 0
CROWN CASTLE INC COM 22822V101 11,642 80,543 SH   SOLE N/A 80,543 0 0
DATADOG INC CL A COM 23804L103 12,581 141,709 SH   SOLE N/A 141,709 0 0
DYNATRACE INC COM NEW 268150109 11,933 342,814 SH   SOLE N/A 342,814 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 11,517 183,273 SH   SOLE N/A 183,273 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,573 127,538 SH   SOLE N/A 127,538 0 0
EXPEDIA GROUP INC COM NEW 30212P303 9,350 99,795 SH   SOLE N/A 99,795 0 0
FIRST INDL RLTY TR INC COM 32054K103 12,831 286,343 SH   SOLE N/A 286,343 0 0
GODADDY INC CL A 380237107 13,789 194,541 SH   SOLE N/A 194,541 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,097 353,267 SH   SOLE N/A 353,267 0 0
HIGHWOODS PPTYS INC COM 431284108 7,277 269,916 SH   SOLE N/A 269,916 0 0
INTUIT COM 461202103 12,526 32,340 SH   SOLE N/A 32,340 0 0
INVITATION HOMES INC COM 46187W107 12,263 363,136 SH   SOLE N/A 363,136 0 0
JAMF HLDG CORP COM 47074L105 9,004 406,308 SH   SOLE N/A 406,308 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,643 117,109 SH   SOLE N/A 117,109 0 0
LIFE STORAGE INC COM 53223X107 11,513 103,948 SH   SOLE N/A 103,948 0 0
MERCADOLIBRE INC COM 58733R102 9,850 11,899 SH   SOLE N/A 11,899 0 0
META PLATFORMS INC CL A 30303M102 9,950 73,338 SH   SOLE N/A 73,338 0 0
MICROSOFT CORP COM 594918104 13,822 59,346 SH   SOLE N/A 59,346 0 0
MODERNA INC COM 60770K107 7,176 60,684 SH   SOLE N/A 60,684 0 0
PARK HOTELS & RESORTS INC COM 700517105 6,306 560,004 SH   SOLE N/A 560,004 0 0
POST HLDGS INC COM 737446104 10,117 123,512 SH   SOLE N/A 123,512 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 3,773 400,485 SH   SOLE N/A 400,485 0 0
REXFORD INDL RLTY INC COM 76169C100 9,329 179,397 SH   SOLE N/A 179,397 0 0
SCHWAB CHARLES CORP COM 808513105 7,711 107,296 SH   SOLE N/A 107,296 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11,018 165,116 SH   SOLE N/A 165,116 0 0
SNOWFLAKE INC CL A 833445109 124,304 731,374 SH   SOLE N/A 731,374 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 8,042 853,663 SH   SOLE N/A 853,663 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,666 440,244 SH   SOLE N/A 440,244 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,284 26,303 SH   SOLE N/A 26,303 0 0
VICI PPTYS INC COM 925652109 14,136 473,561 SH   SOLE N/A 473,561 0 0
WABTEC COM 929740108 12,066 148,328 SH   SOLE N/A 148,328 0 0