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
3M CO COM 88579Y101 35,863 205,180 SH   SOLE   205,180 0 0
ACTIVISION BLIZZARD INC COM 00507V109 36,426 392,309 SH   SOLE   392,309 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 35,008 70,000 SH   SOLE   70,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,127 66,804 SH   SOLE   66,804 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,826 68,000 SH   SOLE   544,000 0 0
ALPHABET INC CAP STK CL A 02079K305 63,670 36,328 SH   SOLE   36,328 0 0
ALTERYX INC COM CL A 02156B103 30,764 252,602 SH   SOLE   252,602 0 0
AMAZON COM INC COM 023135106 99,428 30,528 SH   SOLE   30,528 0 0
AMBARELLA INC SHS G037AX101 6,209 67,616 SH   SOLE   67,616 0 0
ANALOG DEVICES INC COM 032654105 7,387 50,000 SH   SOLE   50,000 0 0
APPLE INC COM 037833100 29,138 219,593 SH   SOLE   219,593 0 0
APPLIED MATLS INC COM 038222105 10,615 123,000 SH   SOLE   123,000 0 0
APTIV PLC SHS G6095L109 60,424 463,767 SH   SOLE   463,767 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 12,226 25,067 SH   SOLE   0 0 25,067
BARRICK GOLD CORP COM 067901108 5,592 245,500 SH   SOLE   245,500 0 0
BK OF AMERICA CORP COM 060505104 27,464 906,101 SH   SOLE   906,101 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 43,262 1,571,450 SH   SOLE   1,571,450 0 0
BP PLC SPONSORED ADR 055622104 18,134 883,712 SH   SOLE   0 0 883,712
BRISTOL-MYERS SQUIBB CO COM 110122108 78,630 1,267,607 SH   SOLE   1,267,607 0 0
BROADCOM INC COM 11135F101 71,613 163,555 SH   SOLE   163,555 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 25,826 189,300 SH   SOLE   189,300 0 0
CAMDEN PPTY TR SH BEN INT 133131102 53,052 530,947 SH   SOLE   530,947 0 0
CATERPILLAR INC COM 149123101 82,305 452,175 SH   SOLE   452,175 0 0
CISCO SYS INC COM 17275R102 40,767 911,000 SH   SOLE   911,000 0 0
CME GROUP INC COM 12572Q105 17,841 98,000 SH   SOLE   98,000 0 0
COGNEX CORP COM 192422103 8,847 110,195 SH   SOLE   110,195 0 0
COSTCO WHSL CORP NEW COM 22160K105 18,460 48,993 SH   SOLE   48,993 0 0
CREE INC COM 225447101 21,796 205,816 SH   SOLE   205,816 0 0
CUMMINS INC COM 231021106 17,714 78,000 SH   SOLE   78,000 0 0
CVS HEALTH CORP COM 126650100 2,595 38,000 SH   SOLE   38,000 0 0
CYRUSONE INC COM 23283R100 3,658 50,000 SH   SOLE   50,000 0 0
DISNEY WALT CO COM 254687106 79,107 436,622 SH   SOLE   436,622 0 0
DOCUSIGN INC COM 256163106 35,749 160,813 SH   SOLE   160,813 0 0
DOLLAR GEN CORP NEW COM 256677105 20,982 99,773 SH   SOLE   99,773 0 0
EATON VANCE ENHANCED EQUITY COM 278277108 20,225 932,470 SH   SOLE   932,470 0 0
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 1,085 70,674 SH   SOLE   70,674 0 0
EOG RES INC COM 26875P101 15,083 302,450 SH   SOLE   302,450 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 2,744 41,255 SH   SOLE   0 0 41,255
FACEBOOK INC CL A 30303M102 47,569 174,142 SH   SOLE   174,142 0 0
FREEPORT-MCMORAN INC CL B 35671D857 25,994 999,000 SH   SOLE   999,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 23,164 247,373 SH   SOLE   1,978,984 0 0
GILEAD SCIENCES INC COM 375558103 8,110 139,209 SH   SOLE   139,209 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 22,574 681,287 SH   SOLE   0 0 681,287
GOLDMAN SACHS GROUP INC COM 38141G104 7,911 30,000 SH   SOLE   30,000 0 0
HALLIBURTON CO COM 406216101 35,964 1,902,880 SH   SOLE   1,902,880 0 0
HOST HOTELS & RESORTS INC COM 44107P104 75,792 5,180,596 SH   SOLE   5,180,596 0 0
ILLUMINA INC COM 452327109 100,792 272,412 SH   SOLE   272,412 0 0
INPHI CORP COM 45772F107 25,354 158,000 SH   SOLE   158,000 0 0
INTEL CORP COM 458140100 17,045 342,124 SH   SOLE   342,124 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,091 5,000 SH   SOLE   5,000 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 86,926 3,901,544 SH   SOLE   3,901,544 0 0
IQVIA HLDGS INC COM 46266C105 60,004 334,900 SH   SOLE   334,900 0 0
ISHARES INC CORE MSCI EMKT 46434G103 8,233 132,699 SH   SOLE   132,699 0 0
ISHARES INC MSCI EURZONE ETF 464286608 4,713 106,917 SH   SOLE   106,917 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 7,947 117,629 SH   SOLE   117,629 0 0
ISHARES TR CORE S&P SCP ETF 464287804 25,548 278,000 SH   SOLE   278,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 227,488 2,605,817 SH   SOLE   2,605,817 0 0
ISHARES TR MSCI USA VALUE 46432F388 2,173 25,000 SH   SOLE   25,000 0 0
ISHARES TR U.S. MED DVC ETF 464288810 4,248 12,980 SH   SOLE   12,980 0 0
JOHNSON & JOHNSON COM 478160104 32,492 206,456 SH   SOLE   206,456 0 0
JPMORGAN CHASE & CO COM 46625H100 51,135 402,413 SH   SOLE   402,413 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,328 55,478 SH   SOLE   55,478 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 62,720 3,500,000 SH   SOLE   3,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101 51,799 3,789,255 SH   SOLE   3,789,255 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 11,218 146,086 SH   SOLE   146,086 0 0
LAUDER ESTEE COS INC CL A 518439104 31,410 118,000 SH   SOLE   118,000 0 0
LULULEMON ATHLETICA INC COM 550021109 100,311 288,226 SH   SOLE   288,226 0 0
MARKETAXESS HLDGS INC COM 57060D108 26,702 46,800 SH   SOLE   46,800 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 37,271 784,000 SH   SOLE   784,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 43,828 122,788 SH   SOLE   122,788 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 19,399 140,458 SH   SOLE   140,458 0 0
MICRON TECHNOLOGY INC COM 595112103 47,235 628,291 SH   SOLE   628,291 0 0
MICROSOFT CORP COM 594918104 43,708 196,511 SH   SOLE   196,511 0 0
MEDTRONIC PLC SHS G5960L103 11,026 94,126 SH   SOLE   94,126 0 0
NETFLIX INC COM 64110L106 36,832 68,116 SH   SOLE   68,116 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 15,311 82,399 SH   SOLE   82,399 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 131,427 13,222,080 SH   SOLE   13,222,080 0 0
NIKE INC CL B 654106103 69,084 488,330 SH   SOLE   488,330 0 0
NVIDIA CORPORATION COM 67066G104 144,277 276,286 SH   SOLE   276,286 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 20,206 776,872 SH   SOLE   0 0 776,872
NXP SEMICONDUCTORS N V COM N6596X109 7,346 46,200 SH   SOLE   46,200 0 0
ON SEMICONDUCTOR CORP COM 682189105 120,582 3,684,149 SH   SOLE   3,684,149 0 0
PARSLEY ENERGY INC CL A 701877102 7,012 493,800 SH   SOLE   493,800 0 0
PAYPAL HLDGS INC COM 70450Y103 162,992 695,953 SH   SOLE   695,953 0 0
PHILLIPS 66 COM 718546104 40,532 579,520 SH   SOLE   579,520 0 0
PIONEER NAT RES CO COM 723787107 21,737 190,858 SH   SOLE   190,858 0 0
PROCTER AND GAMBLE CO COM 742718109 20,504 147,364 SH   SOLE   147,364 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 19,704 1,200,000 SH   SOLE   1,200,000 0 0
PROSHARES TR SHRT 20+YR TRE 74347X849 10,068 638,000 SH   SOLE   638,000 0 0
PUBLIC STORAGE COM 74460D109 19,825 85,848 SH   SOLE   85,848 0 0
QUALCOMM INC COM 747525103 46,057 302,329 SH   SOLE   302,329 0 0
ROGERS CORP COM 775133101 16,737 107,780 SH   SOLE   107,780 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 26,186 745,200 SH   SOLE   0 0 745,200
SALESFORCE COM INC COM 79466L302 56,995 256,121 SH   SOLE   256,121 0 0
SCHLUMBERGER LTD COM 806857108 9,256 423,988 SH   SOLE   423,988 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 32,562 367,730 SH   SOLE   367,730 0 0
SERVICENOW INC COM 81762P102 162,542 295,300 SH   SOLE   295,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 15,051 98,447 SH   SOLE   98,447 0 0
SPDR SER TR BLOOMBERG BRCLYS 78468R622 140,108 1,286,101 SH   SOLE   1,286,101 0 0
SPDR SER TR S&P BIOTECH 78464A870 5,913 42,000 SH   SOLE   42,000 0 0
SQUARE INC CL A 852234103 244,304 1,122,513 SH   SOLE   1,122,513 0 0
STARWOOD PPTY TR INC COM 85571B105 31,517 1,633,012 SH   SOLE   1,633,012 0 0
SYNOPSYS INC COM 871607107 41,750 161,048 SH   SOLE   161,048 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 13,102 183,220 SH   SOLE   61,067 0 0
TESLA INC COM 88160R101 164,960 233,763 SH   SOLE   233,763 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 25,870 55,542 SH   SOLE   55,542 0 0
TPG RE FIN TR INC COM 87266M107 35,940 3,384,135 SH   SOLE   3,384,135 0 0
TJX COS INC NEW COM 872540109 24,580 359,933 SH   SOLE   359,933 0 0
ULTA BEAUTY INC COM 90384S303 43,841 152,670 SH   SOLE   152,670 0 0
UNION PAC CORP COM 907818108 16,658 80,000 SH   SOLE   80,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,283 67,000 SH   SOLE   67,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 38,698 110,350 SH   SOLE   110,350 0 0
VALERO ENERGY CORP COM 91913Y100 31,955 564,873 SH   SOLE   564,873 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801 2,742 17,466 SH   SOLE   0 0 17,466
VERIZON COMMUNICATIONS INC COM 92343V104 73,491 1,250,909 SH   SOLE   1,250,909 0 0
VISA INC COM CL A 92826C839 96,074 439,236 SH   SOLE   439,236 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 7,121 130,850 SH   SOLE   130,850 0 0
YUM CHINA HLDGS INC COM 98850P109 12,612 220,400 SH   SOLE   220,400 0 0