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
ADVANCED MICRO DEVICES INC COM 007903107 76,796 2,486,123 SH   SOLE   2,486,123 0 0
AGNC INVT CORP COM 00123Q104 194,272 10,427,925 SH   SOLE   10,427,925 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,886 60,000 SH   SOLE   60,000 0 0
ALPHABET INC CAP STK CL A 02079K305 114,673 95,000 SH   SOLE   95,000 0 0
AMAZON COM INC COM 023135106 337,149 168,322 SH   SOLE   168,322 0 0
AMERICAN TOWER CORP NEW COM 03027X100 37,897 260,820 SH   SOLE   260,820 0 0
AMPLIFY ETF TR ONLIN RETL ETF 032108102 2,940 56,600 SH   SOLE   0 0 56,600
APOLLO COML REAL EST FIN INC COM 03762U105 41,606 2,204,880 SH   SOLE   2,204,880 0 0
APPLE INC COM 037833100 1,719 7,613 SH   SOLE   7,613 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,521 40,000 SH   SOLE   0 0 40,000
BP PLC SPONSORED ADR 055622104 36,880 800,000 SH   SOLE   0 0 800,000
BRISTOL MYERS SQUIBB CO COM 110122108 54,252 873,907 SH   SOLE   873,907 0 0
CELGENE CORP COM 151020104 24,862 277,819 SH   SOLE   277,819 0 0
CISCO SYS INC COM 17275R102 20,345 418,191 SH   SOLE   418,191 0 0
COGNEX CORP COM 192422103 20,933 375,000 SH   SOLE   375,000 0 0
CREE INC COM 225447101 17,203 454,254 SH   SOLE   454,254 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,440 201,559 SH   SOLE   201,559 0 0
CYRUSONE INC COM 23283R100 101,905 1,607,334 SH   SOLE   1,607,334 0 0
EOG RES INC COM 26875P101 78,966 618,998 SH   SOLE   618,998 0 0
EQUINIX INC COM PAR $0.001 29444U700 78,285 180,843 SH   SOLE   180,843 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 1,433 33,392 SH   SOLE   0 0 33,392
FACEBOOK INC CL A 30303M102 180,447 1,097,211 SH   SOLE   1,097,211 0 0
FINISAR CORP COM NEW 31787A507 35,927 1,885,949 SH   SOLE   1,885,949 0 0
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 12,533 88,550 SH   SOLE   88,550 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 51,082 1,454,072 SH   SOLE   11,632,576 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 21,937 958,787 SH   SOLE   0 0 958,787
ILLUMINA INC COM 452327109 52,099 141,935 SH   SOLE   141,935 0 0
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 2,195 36,000 SH   SOLE   36,000 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 116,521 5,028,942 SH   SOLE   5,028,942 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 10,842 58,354 SH   SOLE   58,354 0 0
ISHARES INC CORE MSCI EMKT 46434G103 18,154 350,591 SH   SOLE   350,591 0 0
ISHARES INC MSCI EURZONE ETF 464286608 13,074 318,838 SH   SOLE   318,838 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 12,009 199,381 SH   SOLE   199,381 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 24,852 245,648 SH   SOLE   245,648 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,581 36,920 SH   SOLE   36,920 0 0
ISHARES TR CORE S&P500 ETF 464287200 21,066 71,964 SH   SOLE   71,964 0 0
ISHARES TR EAFE SML CP ETF 464288273 4,546 72,992 SH   SOLE   72,992 0 0
ISHARES TR EDGE MSCI USA VL 46432F388 4,990 56,800 SH   SOLE   56,800 0 0
ISHARES TR IBOXX HI YD ETF 464288513 330,854 3,827,557 SH   SOLE   3,827,557 0 0
ISHARES TR IBOXX INV CP ETF 464287242 8,095 70,437 SH   SOLE   70,437 0 0
ISHARES TR JPMORGAN USD EMG 464288281 4,985 46,240 SH   SOLE   46,240 0 0
ISHARES TR MORTGE REL ETF 46435G342 41,298 948,081 SH   SOLE   948,081 0 0
ISHARES TR MSCI CHINA ETF 46429B671 4,447 74,250 SH   SOLE   74,250 0 0
ISHARES TR MSCI EAFE ETF 464287465 10,139 149,132 SH   SOLE   149,132 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 14,687 342,187 SH   SOLE   342,187 0 0
ISHARES TR MSCI INDIA ETF 46429B598 4,713 145,137 SH   SOLE   145,137 0 0
ISHARES TR NA TEC SFTWR ETF 464287515 3,423 16,701 SH   SOLE   16,701 0 0
ISHARES TR NASDAQ BIOTECH 464287556 5,365 44,000 SH   SOLE   44,000 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 16,027 126,575 SH   SOLE   126,575 0 0
ISHARES TR TIPS BD ETF 464287176 17,634 159,408 SH   SOLE   159,408 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 13,363 100,256 SH   SOLE   100,256 0 0
ISHARES TR U.S. MED DVC ETF 464288810 5,528 24,300 SH   SOLE   24,300 0 0
ISHARES TR USA MOMENTUM FCT 46432F396 6,212 52,203 SH   SOLE   52,203 0 0
KINDER MORGAN INC DEL COM 49456B101 48,817 2,753,380 SH   SOLE   2,753,380 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 70,595 3,500,000 SH   SOLE   3,500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 9,823 201,204 SH   SOLE   201,204 0 0
LUMENTUM HLDGS INC COM 55024U109 35,478 591,800 SH   SOLE   591,800 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 39,610 836,535 SH   SOLE   836,535 0 0
MASTERCARD INCORPORATED CL A 57636Q104 98,460 442,300 SH   SOLE   442,300 0 0
MFA FINL INC COM 55272X102 99,157 13,490,726 SH   SOLE   13,490,726 0 0
MICROSOFT CORP COM 594918104 129,830 1,135,174 SH   SOLE   1,135,174 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 263,934 14,811,133 SH   SOLE   14,811,133 0 0
NIKE INC CL B 654106103 41,198 486,282 SH   SOLE   486,282 0 0
ON SEMICONDUCTOR CORP COM 682189105 63,649 3,453,550 SH   SOLE   3,453,550 0 0
PAYPAL HLDGS INC COM 70450Y103 75,968 864,842 SH   SOLE   864,842 0 0
PIMCO DYNAMIC INCOME FD SHS 72201Y101 54,232 1,619,355 SH   SOLE   1,619,355 0 0
PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 127,106 5,269,737 SH   SOLE   5,269,737 0 0
REALTY INCOME CORP COM 756109104 147,033 2,584,521 SH   SOLE   2,584,521 0 0
ROGERS CORP COM 775133101 68,022 461,730 SH   SOLE   461,730 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 51,786 760,000 SH   SOLE   0 0 760,000
SALESFORCE COM INC COM 79466L302 90,106 566,600 SH   SOLE   566,600 0 0
SCHLUMBERGER LTD COM 806857108 60,920 1,000,000 SH   SOLE   1,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 11,180 142,600 SH   SOLE   142,600 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1,896 39,848 SH   SOLE   39,848 0 0
SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 49,371 915,301 SH   SOLE   915,301 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 180,541 5,008,059 SH   SOLE   5,008,059 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 1,941 20,251 SH   SOLE   20,251 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,767 40,829 SH   SOLE   40,829 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,466 80,000 SH   SOLE   80,000 0 0
SQUARE INC CL A 852234103 37,977 383,572 SH   SOLE   383,572 0 0
STARBUCKS CORP COM 855244109 43,998 774,062 SH   SOLE   774,062 0 0
STARWOOD PPTY TR INC COM 85571B105 166,425 7,733,501 SH   SOLE   7,733,501 0 0
STORE CAP CORP COM 862121100 50,365 1,812,329 SH   SOLE   1,812,329 0 0
TPG RE FIN TR INC COM 87266M107 67,750 3,384,135 SH   SOLE   3,384,135 0 0
TWO HBRS INVT CORP COM NEW 90187B408 84,390 5,652,380 SH   SOLE   5,652,380 0 0
UNITEDHEALTH GROUP INC COM 91324P102 69,996 263,102 SH   SOLE   263,102 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3,783 130,081 SH   SOLE   130,081 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 3,902 154,900 SH   SOLE   154,900 0 0
VANGUARD GROUP DIV APP ETF 921908844 3,210 29,000 SH   SOLE   0 0 29,000
VANGUARD INDEX FDS REIT ETF 922908553 20,263 251,148 SH   SOLE   0 0 251,148
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,632 58,534 SH   SOLE   0 0 58,534
VANGUARD INDEX FDS TOTAL STK MKT 922908769 11,383 76,062 SH   SOLE   0 0 76,062
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4,910 94,339 SH   SOLE   0 0 94,339
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15,605 380,603 SH   SOLE   0 0 380,603
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 17,254 307,177 SH   SOLE   0 0 307,177
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 9,930 229,495 SH   SOLE   0 0 229,495
VANGUARD WORLD FDS ENERGY ETF 92204A306 4,730 45,000 SH   SOLE   0 0 45,000
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 16,353 235,737 SH   SOLE   0 0 235,737
VANGUARD WORLD FDS INF TECH ETF 92204A702 405 2,000 SH   SOLE   0 0 2,000
VANGUARD WORLD FDS MATERIALS ETF 92204A801 5,992 45,699 SH   SOLE   0 0 45,699
VERIZON COMMUNICATIONS INC COM 92343V104 141,380 2,648,059 SH   SOLE   2,648,059 0 0
VISA INC COM CL A 92826C839 120,930 805,718 SH   SOLE   805,718 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 7,615 131,400 SH   SOLE   131,400 0 0
XILINX INC COM 983919101 19,340 241,239 SH   SOLE   241,239 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 17,224 1,705,365 SH   SOLE   10,232,190 0 0