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 14,160 300,000 SH   SOLE   300,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 966 31,795 SH   SOLE   31,795 0 0
AGNC INVT CORP COM 00123Q104 200,411 11,915,030 SH   SOLE   11,915,030 0 0
ALPHABET INC CAP STK CL A 02079K305 45,589 42,103 SH   SOLE   42,103 0 0
AMAZON COM INC COM 023135106 34,350 18,140 SH   SOLE   18,140 0 0
AMERICAN TOWER CORP NEW COM 03027X100 17,321 84,719 SH   SOLE   84,719 0 0
AMPLIFY ETF TR ONLIN RETL ETF 032108102 2,790 56,600 SH   SOLE   0 0 56,600
APOLLO COML REAL EST FIN INC COM 03762U105 35,158 1,911,773 SH   SOLE   1,911,773 0 0
APPLE INC COM 037833100 29,688 150,000 SH   SOLE   150,000 0 0
APTIV PLC SHS G6095L109 24,249 300,000 SH   SOLE   300,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,317 40,000 SH   SOLE   0 0 40,000
BP PLC SPONSORED ADR 055622104 45,870 1,100,000 SH   SOLE   0 0 1,100,000
BRISTOL MYERS SQUIBB CO COM 110122108 33,410 736,707 SH   SOLE   736,707 0 0
BROADCOM INC COM 11135F101 38,688 134,400 SH   SOLE   134,400 0 0
CELGENE CORP COM 151020104 24,480 264,819 SH   SOLE   264,819 0 0
CISCO SYS INC COM 17275R102 43,018 786,000 SH   SOLE   786,000 0 0
CME GROUP INC COM CL A 12572Q105 577 2,971 SH   SOLE   2,971 0 0
COGNEX CORP COM 192422103 14,154 295,000 SH   SOLE   295,000 0 0
CREE INC COM 225447101 9,750 173,552 SH   SOLE   173,552 0 0
CORNING INC COM 219350105 3,323 100,000 SH   SOLE   100,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,266 25,054 SH   SOLE   25,054 0 0
CYRUSONE INC COM 23283R100 105,533 1,828,362 SH   SOLE   1,828,362 0 0
DISNEY WALT CO COM DISNEY 254687106 49,572 355,000 SH   SOLE   355,000 0 0
DOCUSIGN INC COM 256163106 31,376 631,185 SH   SOLE   631,185 0 0
ENTEGRIS INC COM 29362U104 78,540 2,104,500 SH   SOLE   2,104,500 0 0
EOG RES INC COM 26875P101 124,606 1,337,543 SH   SOLE   1,337,543 0 0
EQUINIX INC COM 29444U700 53,570 106,228 SH   SOLE   106,228 0 0
FACEBOOK INC CL A 30303M102 23,254 120,488 SH   SOLE   120,488 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 43,340 1,153,588 SH   SOLE   9,228,704 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 19,895 958,787 SH   SOLE   0 0 958,787
HALLIBURTON CO COM 406216101 18,772 825,500 SH   SOLE   825,500 0 0
ILLUMINA INC COM 452327109 87,439 237,509 SH   SOLE   237,509 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,415 17,949 SH   SOLE   17,949 0 0
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 2,191 35,000 SH   SOLE   35,000 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 85,232 3,761,360 SH   SOLE   3,761,360 0 0
IQVIA HLDGS INC COM 46266C105 6,164 38,312 SH   SOLE   38,312 0 0
ISHARES INC CORE MSCI EMKT 46434G103 18,034 350,591 SH   SOLE   350,591 0 0
ISHARES INC MSCI EURZONE ETF 464286608 10,211 258,144 SH   SOLE   258,144 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 10,882 199,381 SH   SOLE   199,381 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,579 36,920 SH   SOLE   36,920 0 0
ISHARES TR CORE S&P SCP ETF 464287804 4,697 60,000 SH   SOLE   60,000 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 4,612 56,800 SH   SOLE   56,800 0 0
ISHARES TR EXPANDED TECH 464287515 2,163 9,900 SH   SOLE   9,900 0 0
ISHARES TR IBOXX HI YD ETF 464288513 222,176 2,548,478 SH   SOLE   2,548,478 0 0
ISHARES TR MORTGE REL ETF 46435G342 43,002 1,019,487 SH   SOLE   1,019,487 0 0
ISHARES TR MSCI CHINA ETF 46429B671 4,414 74,250 SH   SOLE   74,250 0 0
ISHARES TR NASDAQ BIOTECH 464287556 6,437 59,000 SH   SOLE   59,000 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 9,054 67,624 SH   SOLE   67,624 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 69,720 3,500,000 SH   SOLE   3,500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 8,843 201,204 SH   SOLE   201,204 0 0
KINDER MORGAN INC DEL COM 49456B101 11,609 556,000 SH   SOLE   556,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,604 8,900 SH   SOLE   8,900 0 0
LUMENTUM HLDGS INC COM 55024U109 33,313 623,722 SH   SOLE   623,722 0 0
MFA FINL INC COM 55272X102 96,863 13,490,726 SH   SOLE   13,490,726 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 320,428 20,820,519 SH   SOLE   20,820,519 0 0
NIKE INC CL B 654106103 33,775 402,325 SH   SOLE   402,325 0 0
NVIDIA CORP COM 67066G104 39,415 240,000 SH   SOLE   240,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 54,305 2,687,050 SH   SOLE   2,687,050 0 0
PARSLEY ENERGY INC CL A 701877102 29,599 1,557,000 SH   SOLE   1,557,000 0 0
PAYPAL HLDGS INC COM 70450Y103 91,956 803,393 SH   SOLE   803,393 0 0
PHILLIPS 66 COM 718546104 53,612 573,143 SH   SOLE   573,143 0 0
PIMCO DYNAMIC INCOME FD SHS 72201Y101 40,305 1,253,650 SH   SOLE   1,253,650 0 0
PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 100,068 4,188,706 SH   SOLE   4,188,706 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 42,405 4,015,615 SH   SOLE   4,015,615 0 0
ROGERS CORP COM 775133101 8,387 48,600 SH   SOLE   48,600 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 49,453 760,000 SH   SOLE   0 0 760,000
SALESFORCE COM INC COM 79466L302 99,525 655,936 SH   SOLE   655,936 0 0
SCHLUMBERGER LTD COM 806857108 37,157 935,000 SH   SOLE   935,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,872 114,600 SH   SOLE   114,600 0 0
SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 70,074 1,325,402 SH   SOLE   1,325,402 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 135,106 1,240,188 SH   SOLE   1,240,188 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 1,346 15,351 SH   SOLE   15,351 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,044 38,318 SH   SOLE   38,318 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 33,631 230,000 SH   SOLE   230,000 0 0
SQUARE INC CL A 852234103 47,916 660,636 SH   SOLE   660,636 0 0
STARWOOD PPTY TR INC COM 85571B105 149,954 6,600,069 SH   SOLE   6,600,069 0 0
TECHNIPFMC PLC COM G87110105 13,881 540,000 SH   SOLE   540,000 0 0
TPG RE FIN TR INC COM 87266M107 65,280 3,384,135 SH   SOLE   3,384,135 0 0
TWO HBRS INVT CORP COM NEW 90187B408 71,616 5,652,380 SH   SOLE   5,652,380 0 0
UNITEDHEALTH GROUP INC COM 91324P102 92,811 380,356 SH   SOLE   380,356 0 0
VALERO ENERGY CORP NEW COM 91913Y100 40,509 473,181 SH   SOLE   473,181 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 1,697 57,931 SH   SOLE   57,931 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,253 100,000 SH   SOLE   0 0 100,000
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 15,881 269,177 SH   SOLE   0 0 269,177
VANGUARD WORLD FDS ENERGY ETF 92204A306 3,826 45,000 SH   SOLE   0 0 45,000
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 9,507 137,766 SH   SOLE   0 0 137,766
VANGUARD WORLD FDS INF TECH ETF 92204A702 491 2,330 SH   SOLE   0 0 2,330
VERIZON COMMUNICATIONS INC COM 92343V104 159,569 2,793,089 SH   SOLE   2,793,089 0 0
VISA INC COM CL A 92826C839 3,382 19,487 SH   SOLE   19,487 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 6,399 131,400 SH   SOLE   131,400 0 0
XILINX INC COM 983919101 35,376 300,000 SH   SOLE   300,000 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 8,222 1,055,442 SH   SOLE   6,332,652 0 0