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
ADOBE SYSTEMS INCORPORATED COM 00724F101 31,895 65,035 SH   SOLE   65,035 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,020 49,030 SH   SOLE   49,030 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,699 50,000 SH   SOLE   400,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,580 5,172 SH   SOLE   5,172 0 0
ALTERYX INC COM CL A 02156B103 25,640 225,802 SH   SOLE   225,802 0 0
AMAZON COM INC COM 023135106 98,864 31,398 SH   SOLE   31,398 0 0
AMBARELLA INC SHS G037AX101 7,994 153,200 SH   SOLE   153,200 0 0
ANALOG DEVICES INC COM 032654105 12,705 108,830 SH   SOLE   108,830 0 0
APPLE INC COM 037833100 23,153 199,920 SH   SOLE   199,920 0 0
APTIV PLC SHS G6095L109 27,988 305,274 SH   SOLE   305,274 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,776 23,767 SH   SOLE   0 0 23,767
BARRICK GOLD CORPORATION COM 067901108 3,892 138,455 SH   SOLE   138,455 0 0
BK OF AMERICA CORP COM 060505104 16,794 697,140 SH   SOLE   697,140 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 30,755 1,399,850 SH   SOLE   1,399,850 0 0
BP PLC SPONSORED ADR 055622104 18,914 1,083,300 SH   SOLE   0 0 1,083,300
BRISTOL MYERS SQUIBB CO COM 110122108 76,424 1,267,607 SH   SOLE   1,267,607 0 0
BROADCOM INC COM 11135F101 55,943 153,555 SH   SOLE   153,555 0 0
CAMDEN PPTY TR SH BEN INT 133131102 38,462 432,260 SH   SOLE   432,260 0 0
CATERPILLAR INC DEL COM 149123101 71,444 479,009 SH   SOLE   479,009 0 0
CISCO SYS INC COM 17275R102 32,363 821,600 SH   SOLE   821,600 0 0
CME GROUP INC COM 12572Q105 21,416 128,000 SH   SOLE   128,000 0 0
COGNEX CORP COM 192422103 10,819 166,195 SH   SOLE   166,195 0 0
COSTCO WHSL CORP NEW COM 22160K105 20,709 58,335 SH   SOLE   58,335 0 0
CORNING INC COM 219350105 20,379 628,800 SH   SOLE   628,800 0 0
CREE INC COM 225447101 15,668 245,816 SH   SOLE   245,816 0 0
CYRUSONE INC COM 23283R100 3,502 50,000 SH   SOLE   50,000 0 0
DISNEY WALT CO COM DISNEY 254687106 27,995 225,622 SH   SOLE   225,622 0 0
DOCUSIGN INC COM 256163106 15,067 70,000 SH   SOLE   70,000 0 0
EATON VANCE ENH EQTY INC FD Closed-End Fund 278277108 15,398 834,576 SH   SOLE   834,576 0 0
EATON VANCE TX MNG BY WRT OP Closed-End Fund 27828Y108 977 70,674 SH   SOLE   70,674 0 0
EOG RES INC COM 26875P101 12,344 343,450 SH   SOLE   343,450 0 0
EXXON MOBIL CORP COM 30231G102 735 21,402 SH   SOLE   21,402 0 0
FACEBOOK INC CL A 30303M102 114,876 438,625 SH   SOLE   438,625 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857 23,601 1,508,986 SH   SOLE   1,508,986 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 28,700 350,730 SH   SOLE   2,805,840 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 18,987 681,287 SH   SOLE   0 0 681,287
HALLIBURTON CO COM 406216101 10,230 849,000 SH   SOLE   849,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 47,637 4,414,948 SH   SOLE   4,414,948 0 0
ILLUMINA INC COM 452327109 80,288 259,766 SH   SOLE   259,766 0 0
INPHI CORP COM 45772F107 33,002 294,000 SH   SOLE   294,000 0 0
INTEL CORP COM 458140100 10,466 202,124 SH   SOLE   202,124 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,705 32,000 SH   SOLE   32,000 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 84,820 3,901,544 SH   SOLE   3,901,544 0 0
IQVIA HLDGS INC COM 46266C105 48,850 309,900 SH   SOLE   309,900 0 0
ISHARES INC CORE MSCI EMKT 46434G103 8,272 156,661 SH   SOLE   156,661 0 0
ISHARES INC MSCI EURZONE ETF 464286608 4,054 106,917 SH   SOLE   106,917 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 6,948 117,629 SH   SOLE   117,629 0 0
ISHARES TR CORE S&P SCP ETF 464287804 9,270 132,000 SH   SOLE   132,000 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 1,845 25,000 SH   SOLE   25,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 218,628 2,605,817 SH   SOLE   2,605,817 0 0
ISHARES TR US HOME CONS ETF 464288752 14,386 253,950 SH   SOLE   253,950 0 0
JOHNSON & JOHNSON COM 478160104 30,737 206,456 SH   SOLE   206,456 0 0
JPMORGAN CHASE & CO COM 46625H100 29,214 303,454 SH   SOLE   303,454 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,498 75,908 SH   SOLE   75,908 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 57,855 3,500,000 SH   SOLE   3,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101 45,151 3,661,905 SH   SOLE   3,661,905 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 6,969 102,222 SH   SOLE   102,222 0 0
LAUDER ESTEE COS INC CL A 518439104 25,754 118,000 SH   SOLE   118,000 0 0
LENNAR CORP CL A 526057104 29,441 360,438 SH   SOLE   360,438 0 0
LULULEMON ATHLETICA INC COM 550021109 66,280 201,232 SH   SOLE   201,232 0 0
LUMENTUM HLDGS INC COM 55024U109 10,429 138,818 SH   SOLE   138,818 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,099 4,359 SH   SOLE   4,359 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22,550 568,000 SH   SOLE   568,000 0 0
MASTERCARD INC CL A 57636Q104 48,287 142,788 SH   SOLE   142,788 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,850 18,000 SH   SOLE   18,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,626 119,800 SH   SOLE   119,800 0 0
MICROSOFT CORP COM 594918104 145,810 693,243 SH   SOLE   693,243 0 0
MEDTRONIC PLC SHS G5960L103 20,174 194,126 SH   SOLE   194,126 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 130,560 16,422,637 SH   SOLE   16,422,637 0 0
NIKE INC CL B 654106103 31,625 251,908 SH   SOLE   251,908 0 0
NVIDIA CORP COM 67066G104 149,101 275,490 SH   SOLE   275,490 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 13,926 572,140 SH   SOLE   0 0 572,140
NXP SEMICONDUCTORS N V COM N6596X109 5,741 46,000 SH   SOLE   46,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 75,516 3,481,599 SH   SOLE   3,481,599 0 0
PARSLEY ENERGY INC CL A 701877102 10,238 1,093,850 SH   SOLE   1,093,850 0 0
PAYPAL HLDGS INC COM 70450Y103 148,483 753,606 SH   SOLE   753,606 0 0
PHILLIPS 66 COM 718546104 9,176 177,000 SH   SOLE   177,000 0 0
PROCTER AND GAMBLE CO COM 742718109 32,199 231,663 SH   SOLE   231,663 0 0
ROGERS CORP COM 775133101 4,952 50,500 SH   SOLE   50,500 0 0
QUALCOMM INC COM 747525103 63,038 535,669 SH   SOLE   535,669 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,400 21,631 SH   SOLE   21,631 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 18,822 747,800 SH   SOLE   0 0 747,800
SALESFORCE COM INC COM 79466L302 32,097 127,713 SH   SOLE   127,713 0 0
SCHLUMBERGER LTD COM 806857108 8,173 525,288 SH   SOLE   525,288 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 17,321 225,000 SH   SOLE   225,000 0 0
SERVICENOW INC COM 81762P102 143,221 295,300 SH   SOLE   295,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,910 20,000 SH   SOLE   20,000 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 134,102 1,286,101 SH   SOLE   1,286,101 0 0
SPDR SER TR S&P BIOTECH 78464A870 6,042 54,226 SH   SOLE   54,226 0 0
SQUARE INC CL A 852234103 182,464 1,122,513 SH   SOLE   1,122,513 0 0
STARWOOD PPTY TR INC COM 85571B105 24,642 1,633,012 SH   SOLE   1,633,012 0 0
SYNOPSYS INC COM 871607107 14,765 69,000 SH   SOLE   69,000 0 0
TAL EDUCATION GROUP SPONSORED ADR 874080104 13,932 183,220 SH   SOLE   61,067 0 0
TESLA INC COM 88160R101 91,563 213,428 SH   SOLE   213,428 0 0
TPG RE FIN TR INC COM 87266M107 28,630 3,384,135 SH   SOLE   3,384,135 0 0
TJX COS INC NEW COM 872540109 9,745 175,119 SH   SOLE   175,119 0 0
ULTA BEAUTY INC COM 90384S303 27,995 124,987 SH   SOLE   124,987 0 0
UNION PACIFIC CORP COM 907818108 28,907 146,832 SH   SOLE   146,832 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,999 18,000 SH   SOLE   18,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 41,590 133,400 SH   SOLE   133,400 0 0
VALERO ENERGY CORP COM 91913Y100 9,444 218,000 SH   SOLE   218,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 72,326 1,215,759 SH   SOLE   1,215,759 0 0
VISA INC COM CL A 92826C839 84,393 422,030 SH   SOLE   422,030 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 6,412 130,850 SH   SOLE   130,850 0 0
XILINX INC COM 983919101 9,856 94,552 SH   SOLE   94,552 0 0