ADVANCED MICRO DEVICES INC COM 007903107 55179 2989123 SH SOLE 2989123 0 0 AGNC INVT CORP COM 00123Q104 206664 11782426 SH SOLE 11782426 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8224 60000 SH SOLE 60000 0 0 ALPHABET INC CAP STK CL A 02079K305 99271 95000 SH SOLE 95000 0 0 AMAZON COM INC COM 023135106 114680 76353 SH SOLE 76353 0 0 AMERICAN TOWER CORP NEW COM 03027X100 40590 256591 SH SOLE 256591 0 0 AMPLIFY ETF TR ONLIN RETL ETF 032108102 2269 56600 SH SOLE 0 0 56600 APOLLO COML REAL EST FIN INC COM 03762U105 38769 2327097 SH SOLE 2327097 0 0 APPLE INC COM 037833100 24252 153748 SH SOLE 153748 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 6225 40000 SH SOLE 0 0 40000 BP PLC SPONSORED ADR 055622104 41712 1100000 SH SOLE 0 0 1100000 BRISTOL MYERS SQUIBB CO COM 110122108 40893 786707 SH SOLE 786707 0 0 CELGENE CORP COM 151020104 17934 279819 SH SOLE 279819 0 0 CISCO SYS INC COM 17275R102 52290 1206781 SH SOLE 1206781 0 0 COGNEX CORP COM 192422103 14269 369000 SH SOLE 369000 0 0 CREE INC COM 225447101 66643 1558000 SH SOLE 1558000 0 0 CYRUSONE INC COM 23283R100 118001 2231493 SH SOLE 2231493 0 0 EOG RES INC COM 26875P101 53983 618998 SH SOLE 618998 0 0 EQUINIX INC COM PAR $0.001 29444U700 63758 180843 SH SOLE 180843 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 1167 33392 SH SOLE 0 0 33392 FACEBOOK INC CL A 30303M102 143833 1097211 SH SOLE 1097211 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 10330 88550 SH SOLE 88550 0 0 FOX FACTORY HLDG CORP COM 35138V102 23548 400000 SH SOLE 400000 0 0 GDS HLDGS LTD SPONSORED ADR 36165L108 33667 1458072 SH SOLE 11664576 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 16050 958787 SH SOLE 0 0 958787 ILLUMINA INC COM 452327109 58645 195529 SH SOLE 195529 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 9099 19000 SH SOLE 19000 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 1878 36000 SH SOLE 36000 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 114239 5245111 SH SOLE 5245111 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9002 58354 SH SOLE 58354 0 0 ISHARES INC CORE MSCI EMKT 46434G103 16530 350591 SH SOLE 350591 0 0 ISHARES INC MSCI EURZONE ETF 464286608 11178 318838 SH SOLE 318838 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 10107 199381 SH SOLE 199381 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 32321 310184 SH SOLE 310184 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1443 36920 SH SOLE 36920 0 0 ISHARES TR CORE US AGGBD ET 464287226 10142 95238 SH SOLE 95238 0 0 ISHARES TR EDGE MSCI USA VL 46432F388 4122 56800 SH SOLE 56800 0 0 ISHARES TR EXPANDED TECH 464287515 2898 16701 SH SOLE 16701 0 0 ISHARES TR IBOXX HI YD ETF 464288513 310415 3827557 SH SOLE 3827557 0 0 ISHARES TR IBOXX INV CP ETF 464287242 7947 70437 SH SOLE 70437 0 0 ISHARES TR JPMORGAN USD EMG 464288281 14524 139773 SH SOLE 139773 0 0 ISHARES TR MORTGE REL ETF 46435G342 55325 1385209 SH SOLE 1385209 0 0 ISHARES TR MSCI CHINA ETF 46429B671 5907 112250 SH SOLE 112250 0 0 ISHARES TR MSCI EAFE ETF 464287465 8766 149132 SH SOLE 149132 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 9460 242187 SH SOLE 242187 0 0 ISHARES TR MSCI INDIA ETF 46429B598 4839 145137 SH SOLE 145137 0 0 ISHARES TR NASDAQ BIOTECH 464287556 5689 59000 SH SOLE 59000 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 14056 126575 SH SOLE 126575 0 0 ISHARES TR TIPS BD ETF 464287176 26760 244359 SH SOLE 244359 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 11256 100256 SH SOLE 100256 0 0 ISHARES TR U.S. MED DVC ETF 464288810 4855 24300 SH SOLE 24300 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 8841 88203 SH SOLE 88203 0 0 KINDER MORGAN INC DEL COM 49456B101 42347 2753380 SH SOLE 2753380 0 0 KKR REAL ESTATE FIN TR INC COM 48251K100 67025 3500000 SH SOLE 3500000 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 7545 201204 SH SOLE 201204 0 0 LUMENTUM HLDGS INC COM 55024U109 24777 589800 SH SOLE 589800 0 0 LUXOFT HLDG INC ORD SHS CL A G57279104 25447 836535 SH SOLE 836535 0 0 MASTERCARD INCORPORATED CL A 57636Q104 83440 442300 SH SOLE 442300 0 0 MFA FINL INC COM 55272X102 90118 13490726 SH SOLE 13490726 0 0 MICROSOFT CORP COM 594918104 138598 1364555 SH SOLE 1364555 0 0 NEW RESIDENTIAL INVT CORP COM NEW 64828T201 252795 17789914 SH SOLE 17789914 0 0 NIKE INC CL B 654106103 36053 486282 SH SOLE 486282 0 0 ON SEMICONDUCTOR CORP COM 682189105 57026 3454050 SH SOLE 3454050 0 0 PAYPAL HLDGS INC COM 70450Y103 34491 410169 SH SOLE 410169 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 50545 1732192 SH SOLE 1732192 0 0 PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 115653 5494213 SH SOLE 5494213 0 0 REALTY INCOME CORP COM 756109104 9115 144592 SH SOLE 144592 0 0 ROGERS CORP COM 775133101 45739 461730 SH SOLE 461730 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 44285 760000 SH SOLE 0 0 760000 SALESFORCE COM INC COM 79466L302 46255 337703 SH SOLE 337703 0 0 SCHLUMBERGER LTD COM 806857108 36116 1001000 SH SOLE 1001000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 9185 142600 SH SOLE 142600 0 0 SERVICENOW INC COM 81762P102 37382 209951 SH SOLE 209951 0 0 SONY CORP SPONSORED ADR 835699307 19312 400000 SH SOLE 0 0 400000 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1764 39848 SH SOLE 39848 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 71426 1526518 SH SOLE 1526518 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 168221 5008059 SH SOLE 5008059 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 1101 15351 SH SOLE 15351 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1083 40829 SH SOLE 40829 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 9080 80000 SH SOLE 80000 0 0 SQUARE INC CL A 852234103 53090 946523 SH SOLE 946523 0 0 STARWOOD PPTY TR INC COM 85571B105 149771 7598731 SH SOLE 7598731 0 0 STORE CAP CORP COM 862121100 12072 426435 SH SOLE 426435 0 0 TPG RE FIN TR INC COM 87266M107 61862 3384135 SH SOLE 3384135 0 0 TWO HBRS INVT CORP COM NEW 90187B408 72577 5652380 SH SOLE 5652380 0 0 UNION PAC CORP COM 907818108 5529 40000 SH SOLE 40000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 20869 83770 SH SOLE 83770 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3469 130081 SH SOLE 130081 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2173 154900 SH SOLE 154900 0 0 VANGUARD GROUP DIV APP ETF 921908844 4800 49000 SH SOLE 0 0 49000 VANGUARD INDEX FDS REIT ETF 922908553 23509 315258 SH SOLE 0 0 315258 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6825 53475 SH SOLE 0 0 53475 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4300 94339 SH SOLE 0 0 94339 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14501 380603 SH SOLE 0 0 380603 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 14108 269177 SH SOLE 0 0 269177 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8514 229495 SH SOLE 0 0 229495 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4685 35714 SH SOLE 0 0 35714 VANGUARD WORLD FDS ENERGY ETF 92204A306 3470 45000 SH SOLE 0 0 45000 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 13993 235737 SH SOLE 0 0 235737 VANGUARD WORLD FDS INF TECH ETF 92204A702 334 2000 SH SOLE 0 0 2000 VANGUARD WORLD FDS MATERIALS ETF 92204A801 5065 45699 SH SOLE 0 0 45699 VISA INC COM CL A 92826C839 87024 659575 SH SOLE 659575 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 6096 131400 SH SOLE 131400 0 0 XILINX INC COM 983919101 6505 76380 SH SOLE 76380 0 0 21VIANET GROUP INC SPONSORED ADR 90138A103 13064 1512065 SH SOLE 9072390 0 0