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 5,292 100,000 SH   SOLE   100,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 348 11,988 SH   SOLE   11,988 0 0
AGNC INVT CORP COM 00123Q104 190,104 11,815,030 SH   SOLE   11,815,030 0 0
ALPHABET INC CAP STK CL A 02079K305 51,414 42,103 SH   SOLE   42,103 0 0
AMAZON COM INC COM 023135106 91,937 52,962 SH   SOLE   52,962 0 0
AMBARELLA INC SHS G037AX101 1,257 20,000 SH   SOLE   20,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,730 34,956 SH   SOLE   34,956 0 0
AMPLIFY ETF TR ONLIN RETL ETF 032108102 2,647 56,600 SH   SOLE   0 0 56,600
APOLLO COML REAL EST FIN INC COM 03762U105 22,963 1,197,858 SH   SOLE   1,197,858 0 0
APTIV PLC SHS G6095L109 12,180 139,332 SH   SOLE   139,332 0 0
BP PLC SPONSORED ADR 055622104 41,789 1,100,000 SH   SOLE   0 0 1,100,000
BRISTOL MYERS SQUIBB CO COM 110122108 37,003 729,707 SH   SOLE   729,707 0 0
BROADCOM INC COM 11135F101 37,366 135,350 SH   SOLE   135,350 0 0
CELGENE CORP COM 151020104 20,190 203,319 SH   SOLE   203,319 0 0
CISCO SYS INC COM 17275R102 38,046 770,000 SH   SOLE   770,000 0 0
CME GROUP INC COM CL A 12572Q105 869 4,112 SH   SOLE   4,112 0 0
COGNEX CORP COM 192422103 14,100 287,000 SH   SOLE   287,000 0 0
CORNING INC COM 219350105 2,852 100,000 SH   SOLE   100,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,264 14,800 SH   SOLE   14,800 0 0
CREE INC COM 225447101 8,994 183,552 SH   SOLE   183,552 0 0
CYRUSONE INC COM 23283R100 93,455 1,181,485 SH   SOLE   1,181,485 0 0
DISNEY WALT CO COM DISNEY 254687106 66,021 506,604 SH   SOLE   506,604 0 0
DOCUSIGN INC COM 256163106 29,340 473,838 SH   SOLE   473,838 0 0
ENTEGRIS INC COM 29362U104 14,118 300,000 SH   SOLE   300,000 0 0
EOG RES INC COM 26875P101 101,647 1,369,543 SH   SOLE   1,369,543 0 0
EQUINIX INC COM 29444U700 17,304 30,000 SH   SOLE   30,000 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 48,240 1,203,588 SH   SOLE   9,628,704 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 19,195 958,787 SH   SOLE   0 0 958,787
HALLIBURTON CO COM 406216101 15,316 812,500 SH   SOLE   812,500 0 0
ILLUMINA INC COM 452327109 72,255 237,509 SH   SOLE   237,509 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 84,969 3,761,360 SH   SOLE   3,761,360 0 0
IQVIA HLDGS INC COM 46266C105 14,191 95,000 SH   SOLE   95,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 17,186 350,591 SH   SOLE   350,591 0 0
ISHARES INC MSCI EURZONE ETF 464286608 10,039 258,144 SH   SOLE   258,144 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 11,313 199,381 SH   SOLE   199,381 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 980 24,620 SH   SOLE   24,620 0 0
ISHARES TR CORE S&P SCP ETF 464287804 4,670 60,000 SH   SOLE   60,000 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 4,660 56,800 SH   SOLE   56,800 0 0
ISHARES TR IBOXX HI YD ETF 464288513 227,149 2,605,817 SH   SOLE   2,605,817 0 0
ISHARES TR MORTGE REL ETF 46435G342 27,469 652,014 SH   SOLE   652,014 0 0
ISHARES TR MSCI CHINA ETF 46429B671 4,164 74,250 SH   SOLE   74,250 0 0
ISHARES TR NASDAQ BIOTECH 464287556 5,871 59,000 SH   SOLE   59,000 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 9,226 67,624 SH   SOLE   67,624 0 0
JPMORGAN CHASE & CO COM 46625H100 5,296 45,000 SH   SOLE   45,000 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 68,355 3,500,000 SH   SOLE   3,500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 8,217 198,804 SH   SOLE   198,804 0 0
KINDER MORGAN INC DEL COM 49456B101 59,480 2,886,000 SH   SOLE   2,886,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,714 8,900 SH   SOLE   8,900 0 0
LUMENTUM HLDGS INC COM 55024U109 32,201 601,206 SH   SOLE   601,206 0 0
MASTERCARD INC CL A 57636Q104 80,458 296,271 SH   SOLE   296,271 0 0
MFA FINL INC COM 55272X102 92,925 12,625,672 SH   SOLE   12,625,672 0 0
MICROSOFT CORP COM 594918104 58,257 419,023 SH   SOLE   419,023 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 323,342 20,621,280 SH   SOLE   20,621,280 0 0
NIKE INC CL B 654106103 83,112 884,928 SH   SOLE   884,928 0 0
NVIDIA CORP COM 67066G104 8,181 47,000 SH   SOLE   47,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 51,618 2,687,050 SH   SOLE   2,687,050 0 0
PARSLEY ENERGY INC CL A 701877102 26,158 1,557,000 SH   SOLE   1,557,000 0 0
PAYPAL HLDGS INC COM 70450Y103 66,298 640,000 SH   SOLE   640,000 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 34,987 2,344,996 SH   SOLE   2,344,996 0 0
PROCTER AND GAMBLE CO COM 742718109 9,577 77,000 SH   SOLE   77,000 0 0
ROGERS CORP COM 775133101 6,644 48,600 SH   SOLE   48,600 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 44,726 760,000 SH   SOLE   0 0 760,000
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 29,340 270,842 SH   SOLE   270,842 0 0
SALESFORCE COM INC COM 79466L302 107,438 723,781 SH   SOLE   723,781 0 0
SCHLUMBERGER LTD COM 806857108 31,471 921,000 SH   SOLE   921,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,896 114,600 SH   SOLE   114,600 0 0
SERVICENOW INC COM 81762P102 28,124 110,791 SH   SOLE   110,791 0 0
SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 153,655 2,929,553 SH   SOLE   2,929,553 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 139,851 1,286,101 SH   SOLE   1,286,101 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 1,171 15,351 SH   SOLE   15,351 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,976 131,369 SH   SOLE   131,369 0 0
SQUARE INC CL A 852234103 41,253 665,900 SH   SOLE   665,900 0 0
STARWOOD PPTY TR INC COM 85571B105 95,067 3,925,132 SH   SOLE   3,925,132 0 0
TECHNIPFMC PLC COM G87110105 19,982 832,500 SH   SOLE   832,500 0 0
TPG RE FIN TR INC COM 87266M107 67,141 3,384,135 SH   SOLE   3,384,135 0 0
TWO HBRS INVT CORP COM NEW 90187B408 74,216 5,652,380 SH   SOLE   5,652,380 0 0
UNITEDHEALTH GROUP INC COM 91324P102 32,675 150,356 SH   SOLE   150,356 0 0
VALERO ENERGY CORP NEW COM 91913Y100 40,334 473,181 SH   SOLE   473,181 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 1,699 57,931 SH   SOLE   57,931 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,026 100,000 SH   SOLE   0 0 100,000
VANGUARD WORLD FDS ENERGY ETF 92204A306 2,536 32,500 SH   SOLE   0 0 32,500
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 6,471 92,442 SH   SOLE   0 0 92,442
VERIZON COMMUNICATIONS INC COM 92343V104 107,132 1,774,889 SH   SOLE   1,774,889 0 0
VISA INC COM CL A 92826C839 56,647 329,321 SH   SOLE   329,321 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 6,630 131,400 SH   SOLE   131,400 0 0
XILINX INC COM 983919101 211 2,200 SH   SOLE   2,200 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 7,986 1,048,000 SH   SOLE   6,288,000 0 0