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
AGREE RLTY CORP COM 008492100   421,440 6,804 SH   SOLE   6,804 0 0
ALPHABET INC CAP STK CL A 02079K305   4,795,281 26,326 SH   SOLE   26,326 0 0
AMAZON COM INC COM 023135106   5,302,780 27,440 SH   SOLE   27,440 0 0
AMERICAN TOWER CORP NEW COM 03027X100   7,023,144 36,131 SH   SOLE   36,131 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   1,991,405 77,972 SH   SOLE   77,972 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200   336,616 23,151 SH   SOLE   23,151 0 0
AVALONBAY CMNTYS INC COM 053484101   2,636,192 12,742 SH   SOLE   12,742 0 0
BOSTON PROPERTIES INC COM 101121101   310,755 5,048 SH   SOLE   5,048 0 0
BOSTON SCIENTIFIC CORP COM 101137107   3,064,921 39,799 SH   SOLE   39,799 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   1,034,478 44,802 SH   SOLE   44,802 0 0
BROADSTONE NET LEASE INC COM 11135E203   1,059,545 66,764 SH   SOLE   66,764 0 0
CAMDEN PPTY TR SH BEN INT 133131102   574,901 5,269 SH   SOLE   5,269 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,308,065 42,014 SH   SOLE   42,014 0 0
COUSINS PPTYS INC COM NEW 222795502   335,999 14,514 SH   SOLE   14,514 0 0
CROWN CASTLE INC COM 22822V101   2,929,339 29,983 SH   SOLE   29,983 0 0
CUBESMART COM 229663109   703,749 15,580 SH   SOLE   15,580 0 0
DANAHER CORPORATION COM 235851102   3,947,130 15,798 SH   SOLE   15,798 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301   233,110 27,587 SH   SOLE   27,587 0 0
DIGITAL RLTY TR INC COM 253868103   4,020,050 26,439 SH   SOLE   26,439 0 0
EMPIRE ST RLTY TR INC CL A 292104106   245,343 26,156 SH   SOLE   26,156 0 0
ENTEGRIS INC COM 29362U104   2,221,914 16,410 SH   SOLE   16,410 0 0
EQUINIX INC COM 29444U700   6,083,821 8,041 SH   SOLE   8,041 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,458,592 37,749 SH   SOLE   37,749 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,446,731 35,286 SH   SOLE   35,286 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   1,175,347 42,416 SH   SOLE   42,416 0 0
ESSEX PPTY TR INC COM 297178105   977,198 3,590 SH   SOLE   3,590 0 0
EXTRA SPACE STORAGE INC COM 30225T102   2,332,704 15,010 SH   SOLE   15,010 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,888,738 41,777 SH   SOLE   41,777 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,724,428 87,981 SH   SOLE   87,981 0 0
HOST HOTELS & RESORTS INC COM 44107P104   872,551 48,529 SH   SOLE   48,529 0 0
INTUIT COM 461202103   6,068,020 9,233 SH   SOLE   9,233 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   74,874,553 455,774 SH   SOLE   455,774 0 0
INVITATION HOMES INC COM 46187W107   2,371,216 66,069 SH   SOLE   66,069 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   4,954,584 121,974 SH   SOLE   121,974 0 0
KIMCO RLTY CORP COM 49446R109   1,434,319 73,706 SH   SOLE   73,706 0 0
KITE RLTY GROUP TR COM NEW 49803T300   340,467 15,213 SH   SOLE   15,213 0 0
LXP INDUSTRIAL TRUST COM 529043101   1,227,297 134,572 SH   SOLE   134,572 0 0
MACERICH CO COM 554382101   1,236,667 80,095 SH   SOLE   80,095 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   179,710 41,696 SH   SOLE   41,696 0 0
META PLATFORMS INC CL A 30303M102   4,623,193 9,169 SH   SOLE   9,169 0 0
MICROSOFT CORP COM 594918104   7,702,289 17,233 SH   SOLE   17,233 0 0
MOODYS CORP COM 615369105   3,427,633 8,143 SH   SOLE   8,143 0 0
NCINO INC COM 63947X101   1,512,431 48,090 SH   SOLE   48,090 0 0
NNN REIT INC COM 637417106   533,650 12,527 SH   SOLE   12,527 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   1,415,587 41,331 SH   SOLE   41,331 0 0
PARK HOTELS & RESORTS INC COM 700517105   220,790 14,739 SH   SOLE   14,739 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   153,736 21,205 SH   SOLE   21,205 0 0
PROLOGIS INC. COM 74340W103   4,909,407 43,713 SH   SOLE   43,713 0 0
PUBLIC STORAGE OPER CO COM 74460D109   3,430,802 11,927 SH   SOLE   11,927 0 0
REALTY INCOME CORP COM 756109104   2,377,956 45,020 SH   SOLE   45,020 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   647,653 52,104 SH   SOLE   52,104 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   654,464 3,334 SH   SOLE   3,334 0 0
SIMON PPTY GROUP INC NEW COM 828806109   4,332,676 28,542 SH   SOLE   28,542 0 0
SITE CTRS CORP COM 82981J109   179,481 12,378 SH   SOLE   12,378 0 0
SMARTSHEET INC COM CL A 83200N103   3,741,995 84,891 SH   SOLE   84,891 0 0
SPDR SER TR S&P METALS MNG 78464A755   57,314,916 966,036 SH   SOLE   966,036 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   50,675,347 348,356 SH   SOLE   348,356 0 0
STAG INDL INC COM 85254J102   1,463,459 40,584 SH   SOLE   40,584 0 0
SUN CMNTYS INC COM 866674104   1,051,772 8,740 SH   SOLE   8,740 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101   144,589 13,823 SH   SOLE   13,823 0 0
TENABLE HLDGS INC COM 88025T102   5,646,922 129,576 SH   SOLE   129,576 0 0
UDR INC COM 902653104   734,034 17,838 SH   SOLE   17,838 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,570,609 8,975 SH   SOLE   8,975 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   36,835,426 1,085,630 SH   SOLE   1,085,630 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   9,028,001 214,340 SH   SOLE   214,340 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   101,214,746 1,208,390 SH   SOLE   1,208,390 0 0
VICI PPTYS INC COM 925652109   2,642,212 92,256 SH   SOLE   92,256 0 0
VISA INC COM CL A 92826C839   3,417,097 13,019 SH   SOLE   13,019 0 0
VORNADO RLTY TR SH BEN INT 929042109   450,400 17,132 SH   SOLE   17,132 0 0
WELLTOWER INC COM 95040Q104   3,318,486 31,832 SH   SOLE   31,832 0 0