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 56,101 3,742,550 SH   SOLE   3,742,550 0 0
AGNC INVT CORP COM 00123Q104 211,714 11,388,613 SH   SOLE   11,388,613 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,719 111,677 SH   SOLE   111,677 0 0
ALPHABET INC CAP STK CL A 02079K305 159,556 141,301 SH   SOLE   141,301 0 0
AMAZON COM INC COM 023135106 271,575 159,769 SH   SOLE   159,769 0 0
AMBARELLA INC SHS G037AX101 18,857 488,400 SH   SOLE   488,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 37,602 260,820 SH   SOLE   260,820 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 14,169 154,770 SH   SOLE   154,770 0 0
ANNALY CAP MGMT INC COM 035710409 4,656 452,488 SH   SOLE   452,488 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 58,289 3,188,698 SH   SOLE   3,188,698 0 0
APPLIED MATLS INC COM 038222105 653 14,147 SH   SOLE   14,147 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 27,287 137,836 SH   SOLE   0 0 137,836
BADGER METER INC COM 056525108 9,387 210,000 SH   SOLE   210,000 0 0
BANK AMER CORP COM 060505104 25,050 888,600 SH   SOLE   888,600 0 0
BP PLC SPONSORED ADR 055622104 36,528 800,000 SH   SOLE   0 0 800,000
BRISTOL MYERS SQUIBB CO COM 110122108 49,469 893,907 SH   SOLE   893,907 0 0
CELGENE CORP COM 151020104 15,640 196,934 SH   SOLE   196,934 0 0
CISCO SYS INC COM 17275R102 121,724 2,828,808 SH   SOLE   2,828,808 0 0
COGNEX CORP COM 192422103 20,440 458,200 SH   SOLE   458,200 0 0
CREE INC COM 225447101 14,533 349,608 SH   SOLE   349,608 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 21,732 201,559 SH   SOLE   201,559 0 0
CYRUSONE INC COM 23283R100 61,815 1,059,196 SH   SOLE   1,059,196 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 35,906 246,658 SH   SOLE   246,658 0 0
EQUINIX INC COM PAR $0.001 29444U700 88,891 206,777 SH   SOLE   206,777 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 2,514 64,776 SH   SOLE   0 0 64,776
FACEBOOK INC CL A 30303M102 156,899 807,428 SH   SOLE   807,428 0 0
FINISAR CORP COM NEW 31787A507 53,154 2,952,986 SH   SOLE   2,952,986 0 0
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 5,568 40,450 SH   SOLE   40,450 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 55,004 1,372,021 SH   SOLE   10,976,168 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 18,473 839,287 SH   SOLE   0 0 839,287
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 105,326 4,599,405 SH   SOLE   4,599,405 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,005 5,854 SH   SOLE   5,854 0 0
ISHARES INC MSCI EURZONE ETF 464286608 7,990 194,831 SH   SOLE   194,831 0 0
ISHARES INC CORE MSCI EMKT 46434G103 13,480 256,712 SH   SOLE   256,712 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 11,546 199,381 SH   SOLE   199,381 0 0
ISHARES TR TIPS BD ETF 464287176 11,881 105,266 SH   SOLE   105,266 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,586 36,920 SH   SOLE   36,920 0 0
ISHARES TR CORE S&P500 ETF 464287200 20,122 73,693 SH   SOLE   73,693 0 0
ISHARES TR IBOXX INV CP ETF 464287242 8,070 70,437 SH   SOLE   70,437 0 0
ISHARES TR MSCI EAFE ETF 464287465 5,049 75,386 SH   SOLE   75,386 0 0
ISHARES TR NA TEC SFTWR ETF 464287515 10,566 57,839 SH   SOLE   57,839 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 14,090 108,706 SH   SOLE   108,706 0 0
ISHARES TR U.S. FINLS ETF 464287788 4,887 41,700 SH   SOLE   41,700 0 0
ISHARES TR EAFE SML CP ETF 464288273 4,580 72,992 SH   SOLE   72,992 0 0
ISHARES TR IBOXX HI YD ETF 464288513 325,649 3,827,557 SH   SOLE   3,827,557 0 0
ISHARES TR U.S. MED DVC ETF 464288810 2,970 14,800 SH   SOLE   14,800 0 0
ISHARES TR MSCI INDIA ETF 46429B598 4,832 145,137 SH   SOLE   145,137 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 4,273 50,276 SH   SOLE   50,276 0 0
ISHARES TR MSCI CHINA ETF 46429B671 2,309 35,750 SH   SOLE   35,750 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 13,085 158,398 SH   SOLE   158,398 0 0
ISHARES TR USA MOMENTUM FCT 46432F396 12,275 111,894 SH   SOLE   111,894 0 0
ISHARES TR MORTGE REL ETF 46435G342 35,522 817,531 SH   SOLE   817,531 0 0
JPMORGAN CHASE & CO COM 46625H100 5,210 50,000 SH   SOLE   50,000 0 0
KINDER MORGAN INC DEL COM 49456B101 30,814 1,743,880 SH   SOLE   1,743,880 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 69,230 3,500,000 SH   SOLE   3,500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 4,171 70,004 SH   SOLE   70,004 0 0
LUMENTUM HLDGS INC COM 55024U109 46,320 800,000 SH   SOLE   800,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 35,090 178,556 SH   SOLE   178,556 0 0
MFA FINL INC COM 55272X102 80,965 10,681,442 SH   SOLE   10,681,442 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 191,816 10,967,163 SH   SOLE   10,967,163 0 0
ON SEMICONDUCTOR CORP COM 682189105 84,493 3,800,000 SH   SOLE   3,800,000 0 0
PAYPAL HLDGS INC COM 70450Y103 33,308 400,000 SH   SOLE   400,000 0 0
PIMCO DYNAMIC INCOME FD SHS 72201Y101 33,056 1,037,205 SH   SOLE   1,037,205 0 0
PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 99,253 4,210,987 SH   SOLE   4,210,987 0 0
REALTY INCOME CORP COM 756109104 123,195 2,290,304 SH   SOLE   2,290,304 0 0
SALESFORCE COM INC COM 79466L302 50,436 369,763 SH   SOLE   369,763 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,209 114,600 SH   SOLE   114,600 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 7,867 113,250 SH   SOLE   113,250 0 0
SONY CORP SPONSORED ADR 835699307 13,840 270,000 SH   SOLE   0 0 270,000
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1,917 39,848 SH   SOLE   39,848 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 177,686 5,008,059 SH   SOLE   5,008,059 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,758 40,829 SH   SOLE   40,829 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 2,884 30,300 SH   SOLE   30,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 17,329 103,000 SH   SOLE   103,000 0 0
STARBUCKS CORP COM 855244109 52,468 1,074,062 SH   SOLE   1,074,062 0 0
STARWOOD PPTY TR INC COM 85571B105 162,729 7,495,587 SH   SOLE   7,495,587 0 0
STORE CAP CORP COM 862121100 92,243 3,366,517 SH   SOLE   3,366,517 0 0
TPG RE FIN TR INC COM 87266M107 68,766 3,384,135 SH   SOLE   3,384,135 0 0
TWO HBRS INVT CORP COM NEW 90187B408 49,828 3,153,701 SH   SOLE   3,153,701 0 0
UNION PAC CORP COM 907818108 11,051 78,000 SH   SOLE   78,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,441 120,000 SH   SOLE   120,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 15,630 140,257 SH   SOLE   14,026 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3,731 130,081 SH   SOLE   130,081 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33,838 135,616 SH   SOLE   0 0 135,616
VANGUARD INDEX FDS REIT ETF 922908553 20,456 251,148 SH   SOLE   0 0 251,148
VANGUARD INDEX FDS TOTAL STK MKT 922908769 7,756 55,233 SH   SOLE   0 0 55,233
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 12,865 221,502 SH   SOLE   0 0 221,502
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16,584 392,984 SH   SOLE   0 0 392,984
VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4,377 32,600 SH   SOLE   0 0 32,600
VANGUARD WORLD FDS ENERGY ETF 92204A306 4,729 45,000 SH   SOLE   0 0 45,000
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 19,783 293,295 SH   SOLE   0 0 293,295
VANGUARD WORLD FDS INF TECH ETF 92204A702 3,175 17,500 SH   SOLE   0 0 17,500
VANGUARD WORLD FDS MATERIALS ETF 92204A801 6,012 45,699 SH   SOLE   0 0 45,699
VERIZON COMMUNICATIONS INC COM 92343V104 133,224 2,648,059 SH   SOLE   2,648,059 0 0
VISA INC COM CL A 92826C839 121,783 919,465 SH   SOLE   919,465 0 0
XILINX INC COM 983919101 53,382 817,988 SH   SOLE   817,988 0 0