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
AMAZON COM INC COM 023135106 1,508,692 6,330 SH DFND 2 6,330 0 0
AMAZON COM INC COM 023135106 1,681,012 7,053 SH DFND 1 7,053 0 0
AMAZON COM INC COM 023135106 63,046,173 264,522 SH DFND 4 264,522 0 0
AMDOCS LTD SHS G02602103 2,057,332 40,707 SH DFND 2 40,707 0 0
AMDOCS LTD SHS G02602103 2,292,040 45,351 SH DFND 1 45,351 0 0
AMDOCS LTD SHS G02602103 86,008,669 1,701,794 SH DFND 4 1,701,794 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 1,285,393 24,648 SH DFND 2 24,648 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 2,782,306 53,352 SH DFND 4 53,352 0 0
AMERICAN TOWER CORP COM 03027X100 1,881,219 11,501 SH DFND 2 11,501 0 0
AMERICAN TOWER CORP COM 03027X100 2,095,986 12,814 SH DFND 1 12,814 0 0
AMERICAN TOWER CORP COM 03027X100 78,599,966 480,528 SH DFND 4 480,528 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,577,336 9,285 SH DFND 2 9,285 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,756,899 10,342 SH DFND 1 10,342 0 0
ARISTA NETWORKS INC COM SHS 040413205 66,011,291 388,576 SH DFND 4 388,576 0 0
ARRAY DIGITAL INFRASTRUCTURE COM 911684108 246,568 6,800 SH DFND 2 6,800 0 0
ARRAY DIGITAL INFRASTRUCTURE COM 911684108 282,828 7,800 SH DFND 4 7,800 0 0
AVALONBAY CMNTYS INC COM 053484101 9,481,673 50,250 SH DFND 4 50,250 0 0
AVALONBAY CMNTYS INC COM 053484101 3,075,647 16,300 SH DFND 2 16,300 0 0
AXON ENTERPRISE INC COM 05464C101 1,486,738 2,652 SH DFND 2 2,652 0 0
AXON ENTERPRISE INC COM 05464C101 1,629,693 2,907 SH DFND 1 2,907 0 0
AXON ENTERPRISE INC COM 05464C101 60,173,075 107,335 SH DFND 4 107,335 0 0
BLOOM ENERGY CORP COM CL A 093712107 869,052 2,871 SH DFND 2 2,871 0 0
BLOOM ENERGY CORP COM CL A 093712107 968,640 3,200 SH DFND 1 3,200 0 0
BLOOM ENERGY CORP COM CL A 093712107 36,131,483 119,364 SH DFND 4 119,364 0 0
CAMDEN PPTY TR SH BEN INT 133131102 6,571,726 57,400 SH DFND 4 57,400 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,140,963 18,700 SH DFND 2 18,700 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 875,165 10,100 SH DFND 4 10,100 0 0
CHIRON REAL ESTATE INC COM NEW 37954A303 2,826,419 75,331 SH DFND 4 75,331 0 0
CHIRON REAL ESTATE INC COM NEW 37954A303 1,410,077 37,582 SH DFND 2 37,582 0 0
CIENA CORP COM NEW 171779309 1,463,340 2,983 SH DFND 2 2,983 0 0
CIENA CORP COM NEW 171779309 1,631,603 3,326 SH DFND 1 3,326 0 0
CIENA CORP COM NEW 171779309 60,655,292 123,645 SH DFND 4 123,645 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 2,973,143 31,700 SH DFND 2 31,700 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 3,263,892 34,800 SH DFND 4 34,800 0 0
COMCAST CORP NEW CL A 20030N101 722,482 29,429 SH DFND 2 29,429 0 0
COMCAST CORP NEW CL A 20030N101 804,675 32,777 SH DFND 1 32,777 0 0
COMCAST CORP NEW CL A 20030N101 30,043,258 1,223,758 SH DFND 4 1,223,758 0 0
DIGITAL RLTY TR INC COM 253868103 2,621,868 14,600 SH DFND 4 14,600 0 0
DISNEY WALT CO COM 254687106 1,025,255 10,652 SH DFND 2 10,652 0 0
DISNEY WALT CO COM 254687106 1,137,771 11,821 SH DFND 1 11,821 0 0
DISNEY WALT CO COM 254687106 42,278,293 439,255 SH DFND 4 439,255 0 0
EASTGROUP PPTYS INC COM 277276101 1,741,758 8,600 SH DFND 4 8,600 0 0
ENTEGRIS INC COM 29362U104 1,241,034 6,900 SH DFND 2 6,900 0 0
ENTEGRIS INC COM 29362U104 1,382,224 7,685 SH DFND 1 7,685 0 0
ENTEGRIS INC COM 29362U104 51,620,898 287,006 SH DFND 4 287,006 0 0
EPR PPTYS CONV PFD 9% SR E 26884U307 1,969,740 62,000 SH DFND 4 62,000 0 0
EPR PPTYS PFD C CV 5.75% 26884U208 1,921,500 75,000 SH DFND 4 75,000 0 0
EQUINIX INC COM 29444U700 2,329,742 2,235 SH DFND 1 2,235 0 0
EQUINIX INC COM 29444U700 103,774,094 99,554 SH DFND 4 99,554 0 0
EQUINIX INC COM 29444U700 7,198,745 6,906 SH DFND 2 6,906 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R108 1,430,790 22,200 SH DFND 4 22,200 0 0
EXTRA SPACE STORAGE INC COM 30225T102 4,598,745 31,650 SH DFND 4 31,650 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,772,660 12,200 SH DFND 2 12,200 0 0
FIRST INDL RLTY TR INC COM 32054K103 1,379,475 22,500 SH DFND 4 22,500 0 0
GAMING & LEISURE P COM 36467J108 11,341,791 254,700 SH DFND 4 254,700 0 0
GAMING & LEISURE P COM 36467J108 4,243,709 95,300 SH DFND 2 95,300 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,175,025 26,048 SH DFND 2 26,048 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,308,731 29,012 SH DFND 1 29,012 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 48,863,197 1,083,201 SH DFND 4 1,083,201 0 0
INVITATION HOMES INC COM 46187W107 4,350,240 144,000 SH DFND 2 144,000 0 0
INVITATION HOMES INC COM 46187W107 13,373,967 442,700 SH DFND 4 442,700 0 0
IRON MTN INC DEL COM 46284V101 1,365,411 10,810 SH DFND 2 10,810 0 0
IRON MTN INC DEL COM 46284V101 1,515,846 12,001 SH DFND 1 12,001 0 0
IRON MTN INC DEL COM 46284V101 54,858,329 434,315 SH DFND 4 434,315 0 0
JANUS LIVING INC CL A-1 471024109 3,690,216 128,400 SH DFND 2 128,400 0 0
JANUS LIVING INC CL A-1 471024109 11,866,746 412,900 SH DFND 4 412,900 0 0
JONES LANG LASALLE INC COM 48020Q107 1,487,760 4,800 SH DFND 4 4,800 0 0
LAMAR ADVERTISING CO CL A 512816109 1,871,760 12,000 SH DFND 4 12,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,367,649 7,469 SH DFND 2 7,469 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,516,151 8,280 SH DFND 1 8,280 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 56,291,677 307,420 SH DFND 4 307,420 0 0
LUMENTUM HLDGS INC COM 55024U109 1,267,355 1,477 SH DFND 2 1,477 0 0
LUMENTUM HLDGS INC COM 55024U109 1,389,199 1,619 SH DFND 1 1,619 0 0
LUMENTUM HLDGS INC COM 55024U109 51,281,955 59,765 SH DFND 4 59,765 0 0
LXP INDUSTRIAL TRUST COM 529043408 1,724,160 32,000 SH DFND 2 32,000 0 0
LXP INDUSTRIAL TRUST COM 529043408 3,022,668 56,100 SH DFND 4 56,100 0 0
MACERICH CO COM 554382101 4,987,620 198,000 SH DFND 4 198,000 0 0
MACERICH CO COM 554382101 2,435,873 96,700 SH DFND 2 96,700 0 0
NETFLIX INC. COM 64110L106 1,072,357 15,019 SH DFND 2 15,019 0 0
NETFLIX INC. COM 64110L106 1,194,736 16,733 SH DFND 1 16,733 0 0
NETFLIX INC. COM 64110L106 44,674,410 625,692 SH DFND 4 625,692 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 2,435,936 87,247 SH DFND 2 87,247 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 4,801,039 171,957 SH DFND 4 171,957 0 0
NEXTNAV INC COMMON STOCK 65345N106 413,656 23,200 SH DFND 2 23,200 0 0
NEXTNAV INC COMMON STOCK 65345N106 620,484 34,800 SH DFND 4 34,800 0 0
NVIDIA CORPORATION COM 67066G104 1,209,744 6,046 SH DFND 2 6,046 0 0
NVIDIA CORPORATION COM 67066G104 1,347,806 6,736 SH DFND 1 6,736 0 0
NVIDIA CORPORATION COM 67066G104 50,571,346 252,743 SH DFND 4 252,743 0 0
NVR INC COM 62944T105 953,876 140 SH DFND 4 140 0 0
POSTAL REALTY TRUST INC CL A 73757R102 2,139,122 86,815 SH DFND 2 86,815 0 0
POSTAL REALTY TRUST INC CL A 73757R102 3,726,701 151,246 SH DFND 4 151,246 0 0
PROLOGIS INC. COM 74340W103 717,991 5,300 SH DFND 2 5,300 0 0
PROLOGIS INC. COM 74340W103 2,099,785 15,500 SH Call DFND 2 15,500 0 0
PROLOGIS INC. COM 74340W103 2,289,443 16,900 SH Call DFND 4 16,900 0 0
PROLOGIS INC. COM 74340W103 3,752,520 27,700 SH DFND 4 27,700 0 0
QUANTA SVCS INC COM 74762E102 914,451 1,270 SH DFND 2 1,270 0 0
QUANTA SVCS INC COM 74762E102 1,018,137 1,414 SH DFND 1 1,414 0 0
QUANTA SVCS INC COM 74762E102 38,038,993 52,829 SH DFND 4 52,829 0 0
REALTY INCOME CORP COM 756109104 508,072 8,200 SH Put DFND 2 8,200 0 0
REALTY INCOME CORP COM 756109104 954,184 15,400 SH Put DFND 4 15,400 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 941,304 29,000 SH DFND 2 29,000 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 28,539,974 879,269 SH DFND 4 879,269 0 0
SALESFORCE INC COM 79466L302 875,103 5,586 SH DFND 2 5,586 0 0
SALESFORCE INC COM 79466L302 970,039 6,192 SH DFND 1 6,192 0 0
SALESFORCE INC COM 79466L302 36,053,419 230,138 SH DFND 4 230,138 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 1,048,172 5,940 SH DFND 1 5,940 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 5,261,861 29,819 SH DFND 2 29,819 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 50,202,693 284,499 SH DFND 4 284,499 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,220,725 1,265 SH DFND 2 1,265 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,362,580 1,412 SH DFND 1 1,412 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 50,517,750 52,350 SH DFND 4 52,350 0 0
SEMTECH CORP COM 816850101 1,337,528 8,264 SH DFND 2 8,264 0 0
SEMTECH CORP COM 816850101 1,489,829 9,205 SH DFND 1 9,205 0 0
SEMTECH CORP COM 816850101 55,634,804 343,743 SH DFND 4 343,743 0 0
SIMON PPTY GROUP INC NEW COM 828806109 715,680 3,200 SH Put DFND 4 3,200 0 0
SIMON PPTY GROUP INC NEW COM 828806109 402,570 1,800 SH Put DFND 2 1,800 0 0
SMARTSTOP SELF STORAG REIT I COMMON STOCK 83192D402 4,004,000 123,200 SH DFND 4 123,200 0 0
SMARTSTOP SELF STORAG REIT I COMMON STOCK 83192D402 1,917,500 59,000 SH DFND 2 59,000 0 0
SONIDA SENIOR LIVING INC COM 140475203 3,594,480 88,100 SH DFND 2 88,100 0 0
SONIDA SENIOR LIVING INC COM 140475203 9,049,440 221,800 SH DFND 4 221,800 0 0
STARWOOD PPTY TR INC COM 85571B105 471,744 28,800 SH Put DFND 4 28,800 0 0
STARWOOD PPTY TR INC COM 85571B105 262,080 16,000 SH Put DFND 2 16,000 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 3,634,197 98,195 SH DFND 4 98,195 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 3,354,439 90,636 SH DFND 2 90,636 0 0
TERRENO RLTY CORP COM 88146M101 2,092,071 32,300 SH DFND 2 32,300 0 0
TERRENO RLTY CORP COM 88146M101 6,392,799 98,700 SH DFND 4 98,700 0 0
T-MOBILE US INC COM 872590104 1,159,182 6,911 SH DFND 2 6,911 0 0
T-MOBILE US INC COM 872590104 1,291,856 7,702 SH DFND 1 7,702 0 0
T-MOBILE US INC COM 872590104 48,194,868 287,336 SH DFND 4 287,336 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 11,586,795 200,811 SH DFND 4 200,811 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 4,336,155 75,150 SH DFND 2 75,150 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,377,784 4,115 SH DFND 2 4,115 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,515,395 4,526 SH DFND 1 4,526 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 57,806,004 172,648 SH DFND 4 172,648 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 1,079,633 39,883 SH DFND 2 39,883 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 1,223,699 45,205 SH DFND 1 45,205 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 45,845,291 1,693,583 SH DFND 4 1,693,583 0 0