The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
SCHRODINGER INC | COM | 80810D103 | 6,610 | 83,478 | SH | SOLE | 0 | 0 | 83,478 | ||
APPLE INC | COM | 037833100 | 9,214 | 69,441 | SH | SOLE | 0 | 0 | 69,441 | ||
APARTMENT INCOME REIT CORP COM | COM | 03750L109 | 2,064 | 53,724 | SH | SOLE | 0 | 0 | 53,724 | ||
UDR INC | COM | 902653104 | 2,059 | 53,580 | SH | SOLE | 0 | 0 | 53,580 | ||
APARTMENT INVT & MGMT CO | CL A | 03748R754 | 275 | 52,036 | SH | SOLE | 0 | 0 | 52,036 | ||
ARCH CAP GROUP LTD | COM | G0450A105 | 1,656 | 45,914 | SH | SOLE | 0 | 0 | 45,914 | ||
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 4,136 | 45,196 | SH | SOLE | 0 | 0 | 45,196 | ||
ISHARES INC | MSCI STH KOR ETF | 464286772 | 3,191 | 37,085 | SH | SOLE | 0 | 0 | 37,085 | ||
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 2,113 | 35,640 | SH | SOLE | 0 | 0 | 35,640 | ||
PINTEREST INC | CL A | 72352L106 | 2,304 | 34,964 | SH | SOLE | 0 | 0 | 34,964 | ||
SPDR SER TR S&P BIOTECH | BIOTECH ETF | 78464A870 | 4,865 | 34,557 | SH | SOLE | 0 | 0 | 34,557 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 371 | 34,392 | SH | SOLE | 0 | 0 | 34,392 | ||
MICROSOFT CORP | COM | 594918104 | 6,441 | 28,960 | SH | SOLE | 0 | 0 | 28,960 | ||
ISHARES TR NASDAQ BIOTECH | BIOTECH ETF | 464287556 | 4,383 | 28,935 | SH | SOLE | 0 | 0 | 28,935 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 8,001 | 25,502 | SH | SOLE | 0 | 0 | 25,502 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,526 | 23,743 | SH | SOLE | 0 | 0 | 23,743 | ||
TESLA INC | COM | 88160R101 | 16,106 | 22,824 | SH | SOLE | 0 | 0 | 22,824 | ||
FACEBOOK INC | CL A | 30303M102 | 5,870 | 21,489 | SH | SOLE | 0 | 0 | 21,489 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 2,124 | 21,260 | SH | SOLE | 0 | 0 | 21,260 | ||
HYATT HOTELS CORP | COM | 448579102 | 1,479 | 19,914 | SH | SOLE | 0 | 0 | 19,914 | ||
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 824 | 19,265 | SH | SOLE | 0 | 0 | 19,265 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 2,252 | 17,493 | SH | SOLE | 0 | 0 | 17,493 | ||
CHOICE HOTELS INTL INC | COM | 169905106 | 1,839 | 17,232 | SH | SOLE | 0 | 0 | 17,232 | ||
MID AMER APT CMNTYS INC | COM | 59522J103 | 2,142 | 16,908 | SH | SOLE | 0 | 0 | 16,908 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 842 | 13,284 | SH | SOLE | 0 | 0 | 13,284 | ||
PFIZER INC | COM | 717081103 | 467 | 12,681 | SH | SOLE | 0 | 0 | 12,681 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 976 | 11,416 | SH | SOLE | 0 | 0 | 11,416 | ||
BROADCOM INC | COM | 11135F101 | 4,821 | 11,011 | SH | SOLE | 0 | 0 | 11,011 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 2,250 | 10,620 | SH | SOLE | 0 | 0 | 10,620 | ||
GARTNER INC | COM | 366651107 | 1,681 | 10,491 | SH | SOLE | 0 | 0 | 10,491 |