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 27,235 457,888 SH   SOLE   457,888 0 0
ADDUS HOMECARE CORP COM 006739106 930 13,764 SH   SOLE   13,764 0 0
ADVANCED MICRO DEVICES INC COM 007903107 34,103 749,849 SH   SOLE   749,849 0 0
AGNC INVT CORP COM 00123Q104 98,784 9,336,823 SH   SOLE   9,336,823 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,472 43,560 SH   SOLE   348,480 0 0
ALPHABET INC CAP STK CL A 02079K305 46,013 39,600 SH   SOLE   39,600 0 0
ALTERYX INC COM CL A 02156B103 10,888 114,402 SH   SOLE   114,402 0 0
AMAZON COM INC COM 023135106 132,187 67,798 SH   SOLE   67,798 0 0
AMBARELLA INC SHS G037AX101 5,788 119,200 SH   SOLE   119,200 0 0
APPLE INC COM 037833100 30,994 121,884 SH   SOLE   121,884 0 0
APTIVPLC SHS G6095L109 1,640 33,308 SH   SOLE   33,308 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 17,940 68,567 SH   SOLE   0 0 68,567
BK OF AMERICA CORP COM 060505104 6,361 299,600 SH   SOLE   299,600 0 0
BIOGEN INC COM 09062X103 2,215 7,000 SH   SOLE   7,000 0 0
BP PLC SPONSORED ADR 055622104 26,819 1,099,600 SH   SOLE   0 0 1,099,600
BRISTOL MYERS SQUIBB CO COM 110122108 49,783 893,126 SH   SOLE   893,126 0 0
BROADCOM INC COM 11135F101 6,165 26,000 SH   SOLE   26,000 0 0
CATERPILLAR INC DEL COM 149123101 40,034 345,000 SH   SOLE   345,000 0 0
CISCO SYS INC COM 17275R102 34,647 881,383 SH   SOLE   881,383 0 0
CME GROUP INC COM 12572Q105 26,455 153,000 SH   SOLE   153,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 23,945 83,978 SH   SOLE   83,978 0 0
CORNING INC COM 219350105 6,162 300,000 SH   SOLE   300,000 0 0
CREE INC COM 225447101 11,464 323,300 SH   SOLE   323,300 0 0
CYRUSONE INC COM 23283R100 3,088 50,000 SH   SOLE   50,000 0 0
DISNEY WALT CO COM DISNEY 254687106 21,790 225,572 SH   SOLE   225,572 0 0
EOG RES INC COM 26875P101 22,339 621,901 SH   SOLE   621,901 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 2,091 56,100 SH   SOLE   0 0 56,100
EXXON MOBIL CORP COM 30231G102 3,617 95,262 SH   SOLE   95,262 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 4,814 38,907 SH   SOLE   38,907 0 0
FOX FACTORY HLDG CORP COM 35138V102 420 10,000 SH   SOLE   10,000 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 29,488 508,673 SH   SOLE   4,069,384 0 0
GILEAD SCIENCES INC COM 375558103 16,505 220,776 SH   SOLE   220,776 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 12,034 663,387 SH   SOLE   0 0 663,387
HALLIBURTON CO COM 406216101 5,860 855,500 SH   SOLE   855,500 0 0
ILLUMINA INC COM 452327109 61,850 226,459 SH   SOLE   226,459 0 0
INPHI CORP COM 45772F107 22,881 289,014 SH   SOLE   289,014 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 36,128 72,955 SH   SOLE   72,955 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 96,237 4,703,683 SH   SOLE   4,703,683 0 0
IQVIA HLDGS INC COM 46266C105 26,091 241,900 SH   SOLE   241,900 0 0
ISHARES INC CORE MSCI EMKT 46434G103 6,340 156,661 SH   SOLE   156,661 0 0
ISHARES INC MSCI EURZONE ETF 464286608 3,311 108,517 SH   SOLE   108,517 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 5,810 117,629 SH   SOLE   117,629 0 0
ISHARES TR EXPANDED TECH 464287515 4,532 21,553 SH   SOLE   21,553 0 0
ISHARES TR IBOXX HI YD ETF 464288513 200,830 2,605,817 SH   SOLE   2,605,817 0 0
ISHARES TR NASDAQ BIOTECH 464287556 377 3,500 SH   SOLE   3,500 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,307 5,800 SH   SOLE   5,800 0 0
ISHARES TR US HOME CONS ETF 464288752 21,549 744,872 SH   SOLE   744,872 0 0
JOHNSON & JOHNSON COM 478160104 5,376 41,000 SH   SOLE   41,000 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 52,535 3,500,000 SH   SOLE   3,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101 40,623 2,918,309 SH   SOLE   2,918,309 0 0
LAM RESEARCH CORP COM 512807108 15,048 62,700 SH   SOLE   62,700 0 0
LULULEMON ATHLETICA INC COM 550021109 33,361 176,000 SH   SOLE   176,000 0 0
LUMENTUM HLDGS INC COM 55024U109 24,438 331,586 SH   SOLE   331,586 0 0
MASTERCARD INC CL A 57636Q104 31,354 129,797 SH   SOLE   129,797 0 0
MFA FINL INC COM 55272X102 1,085 700,000 SH   SOLE   700,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,636 134,000 SH   SOLE   134,000 0 0
MICROSOFT CORP COM 594918104 132,942 842,953 SH   SOLE   842,953 0 0
NETFLIX INC COM 64110L106 99,233 264,268 SH   SOLE   264,268 0 0
NEW MONT CORP COM 651639106 2,264 50,000 SH   SOLE   50,000 0 0
NEW ORIENTAL ED&TECH GRP I SPON ADR 647581107 11,845 109,434 SH   SOLE   109,434 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 71,745 14,320,280 SH   SOLE   14,320,280 0 0
NIKE INC CL B 654106103 6,867 83,000 SH   SOLE   83,000 0 0
NVIDIA CORP COM 67066G104 61,666 233,939 SH   SOLE   233,939 0 0
ON SEMICONDUCTOR CORP COM 682189105 38,580 3,101,318 SH   SOLE   3,101,318 0 0
PARSLEY ENERGY INC CL A 701877102 8,345 1,456,451 SH   SOLE   1,456,451 0 0
PAYPAL HLDGS INC COM 70450Y103 65,723 686,470 SH   SOLE   686,470 0 0
PROCTER AND GAMBLE CO COM 742718109 12,844 116,762 SH   SOLE   116,762 0 0
ROGERS CORP COM 775133101 4,560 48,300 SH   SOLE   48,300 0 0
QUALCOMM INC COM 747525103 6,440 95,191 SH   SOLE   95,191 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 26,468 758,600 SH   SOLE   0 0 758,600
SALESFORCE COM INC COM 79466L302 21,280 147,800 SH   SOLE   147,800 0 0
SCHLUMBERGER LTD COM 806857108 7,686 569,762 SH   SOLE   569,762 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6,909 78,000 SH   SOLE   78,000 0 0
SERVICENOW INC COM 81762P102 92,650 323,294 SH   SOLE   323,294 0 0
SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 131,018 2,737,524 SH   SOLE   2,737,524 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 121,845 1,286,101 SH   SOLE   1,286,101 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 953 12,300 SH   SOLE   12,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,715 80,000 SH   SOLE   80,000 0 0
SQUARE INC CL A 852234103 52,333 999,100 SH   SOLE   999,100 0 0
TECHNIPFMC PLC COM G87110105 1,875 271,500 SH   SOLE   271,500 0 0
TESLA INC COM 88160R101 3,668 7,000 SH   SOLE   7,000 0 0
TPG RE FIN TR INC COM 87266M107 18,579 3,384,135 SH   SOLE   3,384,135 0 0
TREX CO INC COM 89531P105 962 12,000 SH   SOLE   12,000 0 0
TWO HBRS INVT CORP COM NEW 90187B408 20,318 5,332,802 SH   SOLE   5,332,802 0 0
ULTA BEAUTY INC COM 90384S303 13,115 74,642 SH   SOLE   74,642 0 0
UNION PACIFIC CORP COM 907818108 35,401 251,000 SH   SOLE   251,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 48,377 193,988 SH   SOLE   193,988 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 4,301 186,690 SH   SOLE   186,690 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2,527 628,580 SH   SOLE   628,580 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8,892 86,000 SH   SOLE   0 0 86,000
VERIZON COMMUNICATIONS INC COM 92343V104 25,984 483,600 SH   SOLE   483,600 0 0
VISA INC COM CL A 92826C839 66,957 415,575 SH   SOLE   415,575 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 5,515 130,850 SH   SOLE   130,850 0 0
XILINX INC COM 983919101 18,287 234,626 SH   SOLE   234,626 0 0