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
AIRBNB INC COM CL A 009066101   19,366,592 155,680 SH   SOLE   155,680 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   372,840 11,855 SH   SOLE   11,855 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,181,903 5,784 SH   SOLE   5,784 0 0
AVALONBAY CMNTYS INC COM 053484101   529,557 3,151 SH   SOLE   3,151 0 0
BOSTON PROPERTIES INC COM 101121101   216,859 4,007 SH   SOLE   4,007 0 0
BURFORD CAP LTD ORD SHS G17977110   124,425 11,250 SH   SOLE   11,250 0 0
CARDLYTICS INC COM 14161W105   99,769 29,387 SH   SOLE   29,387 0 0
CARVANA CO CL A 146869102   378,863 38,699 SH   SOLE   38,699 0 0
CROWN CASTLE INC COM 22822V101   1,145,804 8,561 SH   SOLE   8,561 0 0
CUBESMART COM 229663109   202,675 4,385 SH   SOLE   4,385 0 0
DIGITAL RLTY TR INC COM 253868103   1,197,711 12,183 SH   SOLE   12,183 0 0
EQUINIX INC COM 29444U700   621,536 862 SH   SOLE   862 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   244,957 3,649 SH   SOLE   3,649 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   514,080 8,568 SH   SOLE   8,568 0 0
ESSEX PPTY TR INC COM 297178105   323,749 1,548 SH   SOLE   1,548 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   201,119 2,035 SH   SOLE   2,035 0 0
FIRST INDL RLTY TR INC COM 32054K103   242,645 4,561 SH   SOLE   4,561 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   689,639 13,247 SH   SOLE   13,247 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   388,804 20,114 SH   SOLE   20,114 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   239,825 10,916 SH   SOLE   10,916 0 0
HOST HOTELS & RESORTS INC COM 44107P104   238,231 14,447 SH   SOLE   14,447 0 0
INVITATION HOMES INC COM 46187W107   704,580 22,561 SH   SOLE   22,561 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   4,541,170 117,252 SH   SOLE   117,252 0 0
LIFE STORAGE INC COM 53223X107   219,969 1,678 SH   SOLE   1,678 0 0
MID-AMER APT CMNTYS INC COM 59522J103   643,581 4,261 SH   SOLE   4,261 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   549,449 13,151 SH   SOLE   13,151 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   101,638 57,749 SH   SOLE   57,749 0 0
PROLOGIS INC. COM 74340W103   2,378,179 19,061 SH   SOLE   19,061 0 0
PUBLIC STORAGE COM 74460D109   924,548 3,060 SH   SOLE   3,060 0 0
REALTY INCOME CORP COM 756109104   862,292 13,618 SH   SOLE   13,618 0 0
REDFIN CORP COM 75737F108   1,191,209 131,480 SH   SOLE   131,480 0 0
REGENCY CTRS CORP COM 758849103   250,410 4,093 SH   SOLE   4,093 0 0
REXFORD INDL RLTY INC COM 76169C100   217,066 3,639 SH   SOLE   3,639 0 0
ROBLOX CORP CL A 771049103   8,675,562 192,876 SH   SOLE   192,876 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,219,719 4,672 SH   SOLE   4,672 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   721,017 71,743 SH   SOLE   71,743 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,138,623 10,169 SH   SOLE   10,169 0 0
SPDR SER TR S&P METALS MNG 78464A755   67,782,774 1,275,071 SH   SOLE   1,275,071 0 0
SPDR SER TR S&P BIOTECH 78464A870   9,066,551 118,968 SH   SOLE   118,968 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   74,006,155 580,031 SH   SOLE   580,031 0 0
SUN CMNTYS INC COM 866674104   780,898 5,543 SH   SOLE   5,543 0 0
SURO CAPITAL CORP COM NEW 86887Q109   410,769 113,472 SH   SOLE   113,472 0 0
UDR INC COM 902653104   571,966 13,930 SH   SOLE   13,930 0 0
UIPATH INC CL A 90364P105   562,903 32,056 SH   SOLE   32,056 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   199,100,524 2,397,646 SH   SOLE   2,397,646 0 0
WAYFAIR INC CL A 94419L101   2,838,064 82,646 SH   SOLE   82,646 0 0
WELLTOWER INC COM 95040Q104   927,095 12,932 SH   SOLE   12,932 0 0