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
ADVANCED MICRO DEVICES INC COM 007903107 44,168 4,394,820 SH   SOLE   4,394,820 0 0
AGNC INVT CORP COM 00123Q104 242,218 12,802,241 SH   SOLE   12,802,241 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,870 135,503 SH   SOLE   135,503 0 0
ALPHABET INC CAP STK CL A 02079K305 180,186 173,734 SH   SOLE   173,734 0 0
AMAZON COM INC COM 023135106 166,399 114,969 SH   SOLE   114,969 0 0
AMBARELLA INC SHS G037AX101 33,852 690,992 SH   SOLE   690,992 0 0
AMERICAN TOWER CORP NEW COM 03027X100 28,383 195,290 SH   SOLE   195,290 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 34,458 350,000 SH   SOLE   350,000 0 0
ANNALY CAP MGMT INC COM 035710409 37,817 3,625,836 SH   SOLE   3,625,836 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 73,583 4,092,484 SH   SOLE   4,092,484 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,928 50,000 SH   SOLE   0 0 50,000
BANK AMER CORP COM 060505104 20,993 700,000 SH   SOLE   700,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 66,660 1,053,907 SH   SOLE   1,053,907 0 0
BROADCOM LTD SHS Y09827109 185,788 788,406 SH   SOLE   788,406 0 0
CATERPILLAR INC DEL COM 149123101 33,897 230,000 SH   SOLE   230,000 0 0
CELGENE CORP COM 151020104 17,256 193,434 SH   SOLE   193,434 0 0
CEVA INC COM 157210105 10,704 295,680 SH   SOLE   295,680 0 0
CISCO SYS INC COM 17275R102 72,913 1,700,000 SH   SOLE   1,700,000 0 0
COGNEX CORP COM 192422103 41,592 800,000 SH   SOLE   800,000 0 0
CREE INC COM 225447101 72,732 1,804,317 SH   SOLE   1,804,317 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,093 201,559 SH   SOLE   201,559 0 0
CYRUSONE INC COM 23283R100 49,802 972,511 SH   SOLE   972,511 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 44,800 321,103 SH   SOLE   321,103 0 0
EOG RES INC COM 26875P101 15,791 150,000 SH   SOLE   150,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 81,767 195,549 SH   SOLE   195,549 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 10,193 280,576 SH   SOLE   0 0 280,576
FACEBOOK INC CL A 30303M102 117,319 734,205 SH   SOLE   734,205 0 0
FINISAR CORP COM NEW 31787A507 56,916 3,600,000 SH   SOLE   3,600,000 0 0
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 3,287 27,276 SH   SOLE   27,276 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 39,307 1,431,958 SH   SOLE   11,455,664 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 16,904 698,787 SH   SOLE   0 0 698,787
ISHARES INC MSCI EURZONE ETF 464286608 8,446 194,831 SH   SOLE   194,831 0 0
ISHARES INC CORE MSCI EMKT 46434G103 9,900 169,529 SH   SOLE   169,529 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 7,138 117,629 SH   SOLE   117,629 0 0
ISHARES TR CORE S&P500 ETF 464287200 19,556 73,693 SH   SOLE   73,693 0 0
ISHARES TR IBOXX INV CP ETF 464287242 20,319 173,089 SH   SOLE   173,089 0 0
ISHARES TR MSCI EAFE ETF 464287465 15,008 215,386 SH   SOLE   215,386 0 0
ISHARES TR NA TEC SFTWR ETF 464287515 8,761 51,624 SH   SOLE   51,624 0 0
ISHARES TR PHLX SEMICND ETF 464287523 8,184 45,456 SH   SOLE   45,456 0 0
ISHARES TR NASDAQ BIOTECH 464287556 2,323 21,760 SH   SOLE   21,760 0 0
ISHARES TR IBOXX HI YD ETF 464288513 379,024 4,425,781 SH   SOLE   4,425,781 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 18,852 229,852 SH   SOLE   229,852 0 0
ISHARES TR MORTGE REL ETF 46435G342 34,729 817,531 SH   SOLE   817,531 0 0
ISHARES TR TIPS BD ETF 464287176 11,900 105,266 SH   SOLE   105,266 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,744 36,920 SH   SOLE   36,920 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 14,314 109,300 SH   SOLE   109,300 0 0
ISHARES TR EAFE SML CP ETF 464288273 4,758 72,992 SH   SOLE   72,992 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 4,247 50,276 SH   SOLE   50,276 0 0
ISHARES TR MSCI CHINA ETF 46429B671 4,903 71,500 SH   SOLE   71,500 0 0
ISHARES TR USA MOMENTUM FCT 46432F396 19,404 183,192 SH   SOLE   183,192 0 0
KINDER MORGAN INC DEL COM 49456B101 26,263 1,743,880 SH   SOLE   1,743,880 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 70,210 3,500,000 SH   SOLE   3,500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 3,072 50,004 SH   SOLE   50,004 0 0
MASTERCARD INCORPORATED CL A 57636Q104 35,032 200,000 SH   SOLE   200,000 0 0
MFA FINL INC COM 55272X102 71,836 9,540,016 SH   SOLE   9,540,016 0 0
MICRON TECHNOLOGY INC COM 595112103 41,712 800,000 SH   SOLE   800,000 0 0
MICROSOFT CORP COM 594918104 45,635 500,000 SH   SOLE   500,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 249,994 15,197,204 SH   SOLE   15,197,204 0 0
NVIDIA CORP COM 67066G104 13,959 60,276 SH   SOLE   60,276 0 0
PAYPAL HLDGS INC COM 70450Y103 68,542 903,417 SH   SOLE   903,417 0 0
PIMCO DYNAMIC INCOME FD SHS 72201Y101 55,120 1,787,284 SH   SOLE   1,787,284 0 0
PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 129,033 5,639,541 SH   SOLE   5,639,541 0 0
POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 250,211 10,817,587 SH   SOLE   10,817,587 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 19,064 119,054 SH   SOLE   119,054 0 0
REALTY INCOME CORP COM 756109104 106,634 2,061,361 SH   SOLE   2,061,361 0 0
ROGERS CORP COM 775133101 24,933 208,578 SH   SOLE   208,578 0 0
SALESFORCE COM INC COM 79466L302 39,168 336,780 SH   SOLE   336,780 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 12,513 191,276 SH   SOLE   191,276 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,514 114,600 SH   SOLE   114,600 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1,844 39,848 SH   SOLE   39,848 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 202,875 5,659,005 SH   SOLE   5,659,005 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 5,383 152,829 SH   SOLE   152,829 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 6,159 70,200 SH   SOLE   70,200 0 0
STARBUCKS CORP COM 855244109 51,757 894,062 SH   SOLE   894,062 0 0
STARWOOD PPTY TR INC COM 85571B105 208,880 9,970,409 SH   SOLE   9,970,409 0 0
STORE CAP CORP COM 862121100 94,899 3,823,471 SH   SOLE   3,823,471 0 0
TPG RE FIN TR INC COM 87266M107 67,310 3,384,135 SH   SOLE   3,384,135 0 0
TWO HBRS INVT CORP COM NEW 90187B408 42,829 2,786,546 SH   SOLE   2,786,546 0 0
UNION PAC CORP COM 907818108 10,486 78,000 SH   SOLE   78,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,800 200,000 SH   SOLE   200,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 40,497 342,010 SH   SOLE   34,201 0 0
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 45,207 825,998 SH   SOLE   0 0 825,998
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,936 65,831 SH   SOLE   0 0 65,831
VANGUARD INDEX FDS REIT ETF 922908553 23,897 316,648 SH   SOLE   0 0 316,648
VANGUARD INDEX FDS TOTAL STK MKT 922908769 7,496 55,233 SH   SOLE   0 0 55,233
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 10,539 172,998 SH   SOLE   0 0 172,998
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15,174 322,986 SH   SOLE   0 0 322,986
VANGUARD WORLD FDS ENERGY ETF 92204A306 4,157 45,000 SH   SOLE   0 0 45,000
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 23,015 331,295 SH   SOLE   0 0 331,295
VANGUARD WORLD FDS MATERIALS ETF 92204A801 5,891 45,699 SH   SOLE   0 0 45,699
VANGUARD WORLD FDS UTILITIES ETF 92204A876 2,013 18,000 SH   SOLE   0 0 18,000
VERIZON COMMUNICATIONS INC COM 92343V104 126,630 2,648,059 SH   SOLE   2,648,059 0 0
VISA INC COM CL A 92826C839 68,669 574,057 SH   SOLE   574,057 0 0
XILINX INC COM 983919101 29,329 405,991 SH   SOLE   405,991 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 23,567 3,400,771 SH   SOLE   20,404,626 0 0