ADVANCED MICRO DEVICES INC COM 007903107 44168 4394820 SH SOLE 4394820 0 0 AGNC INVT CORP COM 00123Q104 242218 12802241 SH SOLE 12802241 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24870 135503 SH SOLE 135503 0 0 ALPHABET INC CAP STK CL A 02079K305 180186 173734 SH SOLE 173734 0 0 AMAZON COM INC COM 023135106 166399 114969 SH SOLE 114969 0 0 AMBARELLA INC SHS G037AX101 33852 690992 SH SOLE 690992 0 0 AMERICAN TOWER CORP NEW COM 03027X100 28383 195290 SH SOLE 195290 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 34458 350000 SH SOLE 350000 0 0 ANNALY CAP MGMT INC COM 035710409 37817 3625836 SH SOLE 3625836 0 0 APOLLO COML REAL EST FIN INC COM 03762U105 73583 4092484 SH SOLE 4092484 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 9928 50000 SH SOLE 0 0 50000 BANK AMER CORP COM 060505104 20993 700000 SH SOLE 700000 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 66660 1053907 SH SOLE 1053907 0 0 BROADCOM LTD SHS Y09827109 185788 788406 SH SOLE 788406 0 0 CATERPILLAR INC DEL COM 149123101 33897 230000 SH SOLE 230000 0 0 CELGENE CORP COM 151020104 17256 193434 SH SOLE 193434 0 0 CEVA INC COM 157210105 10704 295680 SH SOLE 295680 0 0 CISCO SYS INC COM 17275R102 72913 1700000 SH SOLE 1700000 0 0 COGNEX CORP COM 192422103 41592 800000 SH SOLE 800000 0 0 CREE INC COM 225447101 72732 1804317 SH SOLE 1804317 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 22093 201559 SH SOLE 201559 0 0 CYRUSONE INC COM 23283R100 49802 972511 SH SOLE 972511 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 44800 321103 SH SOLE 321103 0 0 EOG RES INC COM 26875P101 15791 150000 SH SOLE 150000 0 0 EQUINIX INC COM PAR $0.001 29444U700 81767 195549 SH SOLE 195549 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 10193 280576 SH SOLE 0 0 280576 FACEBOOK INC CL A 30303M102 117319 734205 SH SOLE 734205 0 0 FINISAR CORP COM NEW 31787A507 56916 3600000 SH SOLE 3600000 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 3287 27276 SH SOLE 27276 0 0 GDS HLDGS LTD SPONSORED ADR 36165L108 39307 1431958 SH SOLE 11455664 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 16904 698787 SH SOLE 0 0 698787 ISHARES INC MSCI EURZONE ETF 464286608 8446 194831 SH SOLE 194831 0 0 ISHARES INC CORE MSCI EMKT 46434G103 9900 169529 SH SOLE 169529 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 7138 117629 SH SOLE 117629 0 0 ISHARES TR CORE S&P500 ETF 464287200 19556 73693 SH SOLE 73693 0 0 ISHARES TR IBOXX INV CP ETF 464287242 20319 173089 SH SOLE 173089 0 0 ISHARES TR MSCI EAFE ETF 464287465 15008 215386 SH SOLE 215386 0 0 ISHARES TR NA TEC SFTWR ETF 464287515 8761 51624 SH SOLE 51624 0 0 ISHARES TR PHLX SEMICND ETF 464287523 8184 45456 SH SOLE 45456 0 0 ISHARES TR NASDAQ BIOTECH 464287556 2323 21760 SH SOLE 21760 0 0 ISHARES TR IBOXX HI YD ETF 464288513 379024 4425781 SH SOLE 4425781 0 0 ISHARES TR EDGE MSCI USA VL 46432F388 18852 229852 SH SOLE 229852 0 0 ISHARES TR MORTGE REL ETF 46435G342 34729 817531 SH SOLE 817531 0 0 ISHARES TR TIPS BD ETF 464287176 11900 105266 SH SOLE 105266 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1744 36920 SH SOLE 36920 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 14314 109300 SH SOLE 109300 0 0 ISHARES TR EAFE SML CP ETF 464288273 4758 72992 SH SOLE 72992 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 4247 50276 SH SOLE 50276 0 0 ISHARES TR MSCI CHINA ETF 46429B671 4903 71500 SH SOLE 71500 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 19404 183192 SH SOLE 183192 0 0 KINDER MORGAN INC DEL COM 49456B101 26263 1743880 SH SOLE 1743880 0 0 KKR REAL ESTATE FIN TR INC COM 48251K100 70210 3500000 SH SOLE 3500000 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 3072 50004 SH SOLE 50004 0 0 MASTERCARD INCORPORATED CL A 57636Q104 35032 200000 SH SOLE 200000 0 0 MFA FINL INC COM 55272X102 71836 9540016 SH SOLE 9540016 0 0 MICRON TECHNOLOGY INC COM 595112103 41712 800000 SH SOLE 800000 0 0 MICROSOFT CORP COM 594918104 45635 500000 SH SOLE 500000 0 0 NEW RESIDENTIAL INVT CORP COM NEW 64828T201 249994 15197204 SH SOLE 15197204 0 0 NVIDIA CORP COM 67066G104 13959 60276 SH SOLE 60276 0 0 PAYPAL HLDGS INC COM 70450Y103 68542 903417 SH SOLE 903417 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 55120 1787284 SH SOLE 1787284 0 0 PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 129033 5639541 SH SOLE 5639541 0 0 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 250211 10817587 SH SOLE 10817587 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 19064 119054 SH SOLE 119054 0 0 REALTY INCOME CORP COM 756109104 106634 2061361 SH SOLE 2061361 0 0 ROGERS CORP COM 775133101 24933 208578 SH SOLE 208578 0 0 SALESFORCE COM INC COM 79466L302 39168 336780 SH SOLE 336780 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 12513 191276 SH SOLE 191276 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8514 114600 SH SOLE 114600 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1844 39848 SH SOLE 39848 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 202875 5659005 SH SOLE 5659005 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 5383 152829 SH SOLE 152829 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 6159 70200 SH SOLE 70200 0 0 STARBUCKS CORP COM 855244109 51757 894062 SH SOLE 894062 0 0 STARWOOD PPTY TR INC COM 85571B105 208880 9970409 SH SOLE 9970409 0 0 STORE CAP CORP COM 862121100 94899 3823471 SH SOLE 3823471 0 0 TPG RE FIN TR INC COM 87266M107 67310 3384135 SH SOLE 3384135 0 0 TWO HBRS INVT CORP COM NEW 90187B408 42829 2786546 SH SOLE 2786546 0 0 UNION PAC CORP COM 907818108 10486 78000 SH SOLE 78000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 42800 200000 SH SOLE 200000 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 40497 342010 SH SOLE 34201 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 45207 825998 SH SOLE 0 0 825998 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15936 65831 SH SOLE 0 0 65831 VANGUARD INDEX FDS REIT ETF 922908553 23897 316648 SH SOLE 0 0 316648 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7496 55233 SH SOLE 0 0 55233 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 10539 172998 SH SOLE 0 0 172998 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15174 322986 SH SOLE 0 0 322986 VANGUARD WORLD FDS ENERGY ETF 92204A306 4157 45000 SH SOLE 0 0 45000 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 23015 331295 SH SOLE 0 0 331295 VANGUARD WORLD FDS MATERIALS ETF 92204A801 5891 45699 SH SOLE 0 0 45699 VANGUARD WORLD FDS UTILITIES ETF 92204A876 2013 18000 SH SOLE 0 0 18000 VERIZON COMMUNICATIONS INC COM 92343V104 126630 2648059 SH SOLE 2648059 0 0 VISA INC COM CL A 92826C839 68669 574057 SH SOLE 574057 0 0 XILINX INC COM 983919101 29329 405991 SH SOLE 405991 0 0 21VIANET GROUP INC SPONSORED ADR 90138A103 23567 3400771 SH SOLE 20404626 0 0