ADVANCED MICRO DEVICES INC COM 007903107 56101 3742550 SH SOLE 3742550 0 0 AGNC INVT CORP COM 00123Q104 211714 11388613 SH SOLE 11388613 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20719 111677 SH SOLE 111677 0 0 ALPHABET INC CAP STK CL A 02079K305 159556 141301 SH SOLE 141301 0 0 AMAZON COM INC COM 023135106 271575 159769 SH SOLE 159769 0 0 AMBARELLA INC SHS G037AX101 18857 488400 SH SOLE 488400 0 0 AMERICAN TOWER CORP NEW COM 03027X100 37602 260820 SH SOLE 260820 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 14169 154770 SH SOLE 154770 0 0 ANNALY CAP MGMT INC COM 035710409 4656 452488 SH SOLE 452488 0 0 APOLLO COML REAL EST FIN INC COM 03762U105 58289 3188698 SH SOLE 3188698 0 0 APPLIED MATLS INC COM 038222105 653 14147 SH SOLE 14147 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 27287 137836 SH SOLE 0 0 137836 BADGER METER INC COM 056525108 9387 210000 SH SOLE 210000 0 0 BANK AMER CORP COM 060505104 25050 888600 SH SOLE 888600 0 0 BP PLC SPONSORED ADR 055622104 36528 800000 SH SOLE 0 0 800000 BRISTOL MYERS SQUIBB CO COM 110122108 49469 893907 SH SOLE 893907 0 0 CELGENE CORP COM 151020104 15640 196934 SH SOLE 196934 0 0 CISCO SYS INC COM 17275R102 121724 2828808 SH SOLE 2828808 0 0 COGNEX CORP COM 192422103 20440 458200 SH SOLE 458200 0 0 CREE INC COM 225447101 14533 349608 SH SOLE 349608 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 21732 201559 SH SOLE 201559 0 0 CYRUSONE INC COM 23283R100 61815 1059196 SH SOLE 1059196 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 35906 246658 SH SOLE 246658 0 0 EQUINIX INC COM PAR $0.001 29444U700 88891 206777 SH SOLE 206777 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 2514 64776 SH SOLE 0 0 64776 FACEBOOK INC CL A 30303M102 156899 807428 SH SOLE 807428 0 0 FINISAR CORP COM NEW 31787A507 53154 2952986 SH SOLE 2952986 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 5568 40450 SH SOLE 40450 0 0 GDS HLDGS LTD SPONSORED ADR 36165L108 55004 1372021 SH SOLE 10976168 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 18473 839287 SH SOLE 0 0 839287 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 105326 4599405 SH SOLE 4599405 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1005 5854 SH SOLE 5854 0 0 ISHARES INC MSCI EURZONE ETF 464286608 7990 194831 SH SOLE 194831 0 0 ISHARES INC CORE MSCI EMKT 46434G103 13480 256712 SH SOLE 256712 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 11546 199381 SH SOLE 199381 0 0 ISHARES TR TIPS BD ETF 464287176 11881 105266 SH SOLE 105266 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1586 36920 SH SOLE 36920 0 0 ISHARES TR CORE S&P500 ETF 464287200 20122 73693 SH SOLE 73693 0 0 ISHARES TR IBOXX INV CP ETF 464287242 8070 70437 SH SOLE 70437 0 0 ISHARES TR MSCI EAFE ETF 464287465 5049 75386 SH SOLE 75386 0 0 ISHARES TR NA TEC SFTWR ETF 464287515 10566 57839 SH SOLE 57839 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 14090 108706 SH SOLE 108706 0 0 ISHARES TR U.S. FINLS ETF 464287788 4887 41700 SH SOLE 41700 0 0 ISHARES TR EAFE SML CP ETF 464288273 4580 72992 SH SOLE 72992 0 0 ISHARES TR IBOXX HI YD ETF 464288513 325649 3827557 SH SOLE 3827557 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2970 14800 SH SOLE 14800 0 0 ISHARES TR MSCI INDIA ETF 46429B598 4832 145137 SH SOLE 145137 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 4273 50276 SH SOLE 50276 0 0 ISHARES TR MSCI CHINA ETF 46429B671 2309 35750 SH SOLE 35750 0 0 ISHARES TR EDGE MSCI USA VL 46432F388 13085 158398 SH SOLE 158398 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 12275 111894 SH SOLE 111894 0 0 ISHARES TR MORTGE REL ETF 46435G342 35522 817531 SH SOLE 817531 0 0 JPMORGAN CHASE & CO COM 46625H100 5210 50000 SH SOLE 50000 0 0 KINDER MORGAN INC DEL COM 49456B101 30814 1743880 SH SOLE 1743880 0 0 KKR REAL ESTATE FIN TR INC COM 48251K100 69230 3500000 SH SOLE 3500000 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 4171 70004 SH SOLE 70004 0 0 LUMENTUM HLDGS INC COM 55024U109 46320 800000 SH SOLE 800000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 35090 178556 SH SOLE 178556 0 0 MFA FINL INC COM 55272X102 80965 10681442 SH SOLE 10681442 0 0 NEW RESIDENTIAL INVT CORP COM NEW 64828T201 191816 10967163 SH SOLE 10967163 0 0 ON SEMICONDUCTOR CORP COM 682189105 84493 3800000 SH SOLE 3800000 0 0 PAYPAL HLDGS INC COM 70450Y103 33308 400000 SH SOLE 400000 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 33056 1037205 SH SOLE 1037205 0 0 PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 99253 4210987 SH SOLE 4210987 0 0 REALTY INCOME CORP COM 756109104 123195 2290304 SH SOLE 2290304 0 0 SALESFORCE COM INC COM 79466L302 50436 369763 SH SOLE 369763 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8209 114600 SH SOLE 114600 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 7867 113250 SH SOLE 113250 0 0 SONY CORP SPONSORED ADR 835699307 13840 270000 SH SOLE 0 0 270000 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1917 39848 SH SOLE 39848 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 177686 5008059 SH SOLE 5008059 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1758 40829 SH SOLE 40829 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 2884 30300 SH SOLE 30300 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 17329 103000 SH SOLE 103000 0 0 STARBUCKS CORP COM 855244109 52468 1074062 SH SOLE 1074062 0 0 STARWOOD PPTY TR INC COM 85571B105 162729 7495587 SH SOLE 7495587 0 0 STORE CAP CORP COM 862121100 92243 3366517 SH SOLE 3366517 0 0 TPG RE FIN TR INC COM 87266M107 68766 3384135 SH SOLE 3384135 0 0 TWO HBRS INVT CORP COM NEW 90187B408 49828 3153701 SH SOLE 3153701 0 0 UNION PAC CORP COM 907818108 11051 78000 SH SOLE 78000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 29441 120000 SH SOLE 120000 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 15630 140257 SH SOLE 14026 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3731 130081 SH SOLE 130081 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33838 135616 SH SOLE 0 0 135616 VANGUARD INDEX FDS REIT ETF 922908553 20456 251148 SH SOLE 0 0 251148 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7756 55233 SH SOLE 0 0 55233 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 12865 221502 SH SOLE 0 0 221502 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16584 392984 SH SOLE 0 0 392984 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4377 32600 SH SOLE 0 0 32600 VANGUARD WORLD FDS ENERGY ETF 92204A306 4729 45000 SH SOLE 0 0 45000 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 19783 293295 SH SOLE 0 0 293295 VANGUARD WORLD FDS INF TECH ETF 92204A702 3175 17500 SH SOLE 0 0 17500 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6012 45699 SH SOLE 0 0 45699 VERIZON COMMUNICATIONS INC COM 92343V104 133224 2648059 SH SOLE 2648059 0 0 VISA INC COM CL A 92826C839 121783 919465 SH SOLE 919465 0 0 XILINX INC COM 983919101 53382 817988 SH SOLE 817988 0 0