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
Expires: July 31, 2015
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
SPDR SER TR SPDR BLOOMBERG 78468R663 15,873 173,036 SH SOLE 0 0 173,036
Kraneshares Tr Csi China Inter COM 500767306 13,414 390,746 SH SOLE 0 0 390,746
Meta Platforms Inc CL A 30303M102 12,467 16,891 SH SOLE 0 0 16,891
MICROSOFT CORP COM 594918104 9,416 18,930 SH SOLE 0 0 18,930
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,577 75,627 SH SOLE 0 0 75,627
APPLE INC COM 037833100 7,905 38,530 SH SOLE 0 0 38,530
Jd.Com Inc ADR 47215P106 7,059 216,281 SH SOLE 0 0 216,281
INVESCO QQQ TR UNIT SER 1 46090E103 6,321 11,459 SH SOLE 0 0 11,459
BROADCOM INC COM 11135F101 5,994 21,745 SH SOLE 0 0 21,745
ALPHABET INC CAP STK CL A 02079K305 4,479 25,415 SH SOLE 0 0 25,415
ALPHABET INC CAP STK CL C 02079K107 3,936 22,188 SH SOLE 0 0 22,188
MID AMER APT CMNTYS INC COM 59522J103 3,877 26,193 SH SOLE 0 0 26,193
CAMDEN PPTY TR SH BEN INT 133131102 3,787 33,607 SH SOLE 0 0 33,607
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,779 55,991 SH SOLE 0 0 55,991
ESSEX PPTY TR INC COM 297178105 3,773 13,312 SH SOLE 0 0 13,312
UDR INC COM 902653104 3,749 91,817 SH SOLE 0 0 91,817
CROWDSTRIKE HLDGS INC CL A 22788C105 3,599 7,066 SH SOLE 0 0 7,066
SUN CMNTYS INC COM 866674104 3,514 27,780 SH SOLE 0 0 27,780
AVALONBAY CMTYS INC COM 053484101 3,437 16,890 SH SOLE 0 0 16,890
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,265 52,944 SH SOLE 0 0 52,944
Independence Realty COM 45378A106 3,241 183,185 SH SOLE 0 0 183,185
Easterly Govt Pptys Inc Com SH BEN INT 27616P301 2,771 124,801 SH SOLE 0 0 124,801
IDEXX LABS INC COM 45168D104 2,704 5,042 SH SOLE 0 0 5,042
TRANSDIGM GROUP INC COM 893641100 2,516 1,655 SH SOLE 0 0 1,655
MSCI INC COM 55354G100 2,165 3,754 SH SOLE 0 0 3,754
ARCH CAP GROUP LTD COM G0450A105 2,051 22,530 SH SOLE 0 0 22,530
GARTNER INC COM 366651107 1,830 4,527 SH SOLE 0 0 4,527
COSTAR GROUP INC COM 22160N109 1,798 22,357 SH SOLE 0 0 22,357
Advanced Micro Devices COM 007903107 1,792 12,626 SH SOLE 0 0 12,626
TESLA INC COM 88160R101 1,761 5,544 SH SOLE 0 0 5,544
FACTSET RESH SYS INC COM 303075105 1,735 3,880 SH SOLE 0 0 3,880
HYATT HOTELS CORP COM 448579102 1,573 11,262 SH SOLE 0 0 11,262
AIRBNB INC COM 009066101 1,564 11,817 SH SOLE 0 0 11,817
CHOICE HOTELS INTL INC COM 169905106 1,525 12,022 SH SOLE 0 0 12,022
VAIL RESORTS INC COM 91879Q109 1,495 9,514 SH SOLE 0 0 9,514
ILLUMINA INC COM 452327109 1,456 15,258 SH SOLE 0 0 15,258
ANSYS INC COM 03662Q105 930 2,649 SH SOLE 0 0 2,649
Synopsys Inc COM 871607107 728 1,420 SH SOLE 0 0 1,420
CHINA LG-CAP ETF COM 464287184 695 18,920 SH SOLE 0 0 18,920
PEPSICO INC COM 713448108 485 3,673 SH SOLE 0 0 3,673
Impinj Inc COM 453204109 433 3,900 SH SOLE 0 0 3,900
PRUDENTIAL FINL INC COM 744320102 375 3,487 SH SOLE 0 0 3,487
JOHNSON & JOHNSON COM 478160104 312 2,040 SH SOLE 0 0 2,040
SCHWAB STRATEGIC TR US REIT ETF 808524847 249 11,781 SH SOLE 0 0 11,781
EXXON MOBIL CORP COM 30231G102 239 2,219 SH SOLE 0 0 2,219
EDWARDS LIFESCIENCES CORP COM 28176E108 212 2,707 SH SOLE 0 0 2,707
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 212 8,910 SH SOLE 0 0 8,910
AMAZON COM INC COM 023135106 203 927 SH SOLE 0 0 927