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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 4,553 100,000 SH   SOLE   100,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 76,487 2,997,123 SH   SOLE   2,997,123 0 0
AGNC INVT CORP COM 00123Q104 227,280 12,626,660 SH   SOLE   12,626,660 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,947 60,000 SH   SOLE   60,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,475 2,103 SH   SOLE   2,103 0 0
AMAZON COM INC COM 023135106 137,367 77,140 SH   SOLE   77,140 0 0
AMERICAN TOWER CORP NEW COM 03027X100 84,120 426,877 SH   SOLE   426,877 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 20,608 249,401 SH   SOLE   249,401 0 0
AMPLIFY ETF TR ONLIN RETL ETF 032108102 2,773 56,600 SH   SOLE   0 0 56,600
ANNALY CAP MGMT INC COM 035710409 12,978 1,299,149 SH   SOLE   1,299,149 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 43,619 2,396,659 SH   SOLE   2,396,659 0 0
APPLE INC COM 037833100 133,013 700,252 SH   SOLE   700,252 0 0
APTIV PLC SHS G6095L109 18,701 235,268 SH   SOLE   235,268 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,522 40,000 SH   SOLE   0 0 40,000
BP PLC SPONSORED ADR 055622104 48,092 1,100,000 SH   SOLE   0 0 1,100,000
BRISTOL MYERS SQUIBB CO COM 110122108 35,244 738,707 SH   SOLE   738,707 0 0
BROADCOM INC COM 11135F101 60,928 202,614 SH   SOLE   202,614 0 0
CELGENE CORP COM 151020104 24,983 264,819 SH   SOLE   264,819 0 0
CISCO SYS INC COM 17275R102 125,041 2,316,000 SH   SOLE   2,316,000 0 0
CME GROUP INC COM CL A 12572Q105 925 5,621 SH   SOLE   5,621 0 0
COGNEX CORP COM 192422103 15,303 300,891 SH   SOLE   300,891 0 0
CREE INC COM 225447101 2,289 40,000 SH   SOLE   40,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,207 25,054 SH   SOLE   25,054 0 0
CYRUSONE INC COM 23283R100 111,081 2,118,258 SH   SOLE   2,118,258 0 0
DOCUSIGN INC COM 256163106 32,721 631,185 SH   SOLE   631,185 0 0
ENTEGRIS INC COM 29362U104 75,110 2,104,500 SH   SOLE   2,104,500 0 0
EOG RES INC COM 26875P101 121,597 1,277,543 SH   SOLE   1,277,543 0 0
EQUINIX INC COM 29444U700 81,951 180,843 SH   SOLE   180,843 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 1,435 33,392 SH   SOLE   0 0 33,392
FACEBOOK INC CL A 30303M102 182,894 1,097,211 SH   SOLE   1,097,211 0 0
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 12,300 88,550 SH   SOLE   88,550 0 0
FOX FACTORY HLDG CORP COM 35138V102 27,956 400,000 SH   SOLE   400,000 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 41,172 1,153,588 SH   SOLE   9,228,704 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 19,252 958,787 SH   SOLE   0 0 958,787
ILLUMINA INC COM 452327109 72,761 234,191 SH   SOLE   234,191 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,241 17,949 SH   SOLE   17,949 0 0
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 2,147 36,000 SH   SOLE   36,000 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 118,749 5,245,111 SH   SOLE   5,245,111 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 10,484 58,354 SH   SOLE   58,354 0 0
IQVIA HLDGS INC COM 46266C105 1,202 8,354 SH   SOLE   8,354 0 0
ISHARES INC CORE MSCI EMKT 46434G103 18,129 350,591 SH   SOLE   350,591 0 0
ISHARES INC MSCI EURZONE ETF 464286608 9,964 258,144 SH   SOLE   258,144 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 10,910 199,381 SH   SOLE   199,381 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,634 36,920 SH   SOLE   36,920 0 0
ISHARES TR CORE S&P SCP ETF 464287804 4,629 60,000 SH   SOLE   60,000 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 4,536 56,800 SH   SOLE   56,800 0 0
ISHARES TR EXPANDED TECH 464287515 2,108 10,000 SH   SOLE   10,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 220,367 2,548,478 SH   SOLE   2,548,478 0 0
ISHARES TR IBOXX INV CP ETF 464287242 8,386 70,437 SH   SOLE   70,437 0 0
ISHARES TR MORTGE REL ETF 46435G342 44,185 1,019,487 SH   SOLE   1,019,487 0 0
ISHARES TR MSCI CHINA ETF 46429B671 4,635 74,250 SH   SOLE   74,250 0 0
ISHARES TR NASDAQ BIOTECH 464287556 6,596 59,000 SH   SOLE   59,000 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 15,631 126,575 SH   SOLE   126,575 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 12,513 100,256 SH   SOLE   100,256 0 0
ISHARES TR U.S. MED DVC ETF 464288810 2,720 11,750 SH   SOLE   11,750 0 0
ISHARES TR USA MOMENTUM FCT 46432F396 8,974 79,996 SH   SOLE   79,996 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 70,070 3,500,000 SH   SOLE   3,500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 9,477 201,204 SH   SOLE   201,204 0 0
LUMENTUM HLDGS INC COM 55024U109 34,063 602,466 SH   SOLE   602,466 0 0
MASTERCARD INC CL A 57636Q104 104,140 442,300 SH   SOLE   442,300 0 0
MFA FINL INC COM 55272X102 98,078 13,490,726 SH   SOLE   13,490,726 0 0
MICROSOFT CORP COM 594918104 165,116 1,400,000 SH   SOLE   1,400,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 372,846 22,048,871 SH   SOLE   22,048,871 0 0
NVIDIA CORP COM 67066G104 28,618 159,379 SH   SOLE   159,379 0 0
ON SEMICONDUCTOR CORP COM 682189105 55,273 2,687,050 SH   SOLE   2,687,050 0 0
PAYPAL HLDGS INC COM 70450Y103 62,304 600,000 SH   SOLE   600,000 0 0
PHILLIPS 66 COM 718546104 54,546 573,143 SH   SOLE   573,143 0 0
PIMCO DYNAMIC INCOME FD SHS 72201Y101 57,207 1,783,814 SH   SOLE   1,783,814 0 0
PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 140,075 5,978,459 SH   SOLE   5,978,459 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 80,431 3,857,615 SH   SOLE   3,857,615 0 0
ROGERS CORP COM 775133101 26,226 165,067 SH   SOLE   165,067 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,655 14,442 SH   SOLE   14,442 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 47,568 760,000 SH   SOLE   0 0 760,000
SALESFORCE COM INC COM 79466L302 107,048 675,936 SH   SOLE   675,936 0 0
SCHLUMBERGER LTD COM 806857108 41,348 949,000 SH   SOLE   949,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 10,699 142,600 SH   SOLE   142,600 0 0
SERVICENOW INC COM 81762P102 24,649 100,000 SH   SOLE   100,000 0 0
SONY CORP SPONSORED ADR 835699307 30,362 718,800 SH   SOLE   0 0 718,800
SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 47,824 915,301 SH   SOLE   915,301 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 176,543 4,908,059 SH   SOLE   4,908,059 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 1,390 15,351 SH   SOLE   15,351 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,215 39,518 SH   SOLE   39,518 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 31,924 230,000 SH   SOLE   230,000 0 0
SQUARE INC CL A 852234103 49,495 660,636 SH   SOLE   660,636 0 0
STARWOOD PPTY TR INC COM 85571B105 183,363 8,204,171 SH   SOLE   8,204,171 0 0
STORE CAP CORP COM 862121100 16,254 485,189 SH   SOLE   485,189 0 0
TECHNIPFMC PLC COM G87110105 16,379 700,000 SH   SOLE   700,000 0 0
TPG RE FIN TR INC COM 87266M107 66,329 3,384,135 SH   SOLE   3,384,135 0 0
TWO HBRS INVT CORP COM NEW 90187B408 76,477 5,652,380 SH   SOLE   5,652,380 0 0
UNITEDHEALTH GROUP INC COM 91324P102 60,363 244,126 SH   SOLE   244,126 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,125 213,660 SH   SOLE   213,660 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3,740 130,081 SH   SOLE   130,081 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2,607 151,289 SH   SOLE   151,289 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,250 100,000 SH   SOLE   0 0 100,000
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 16,035 269,177 SH   SOLE   0 0 269,177
VANGUARD WORLD FDS ENERGY ETF 92204A306 4,022 45,000 SH   SOLE   0 0 45,000
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 8,891 137,766 SH   SOLE   0 0 137,766
VANGUARD WORLD FDS INF TECH ETF 92204A702 528 2,630 SH   SOLE   0 0 2,630
VANGUARD WORLD FDS MATERIALS ETF 92204A801 5,625 45,699 SH   SOLE   0 0 45,699
VERIZON COMMUNICATIONS INC COM 92343V104 150,373 2,543,089 SH   SOLE   2,543,089 0 0
VISA INC COM CL A 92826C839 96,758 619,487 SH   SOLE   619,487 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 6,650 131,400 SH   SOLE   131,400 0 0
XILINX INC COM 983919101 380 3,000 SH   SOLE   3,000 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 8,396 1,057,442 SH   SOLE   6,344,652 0 0