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SH SOLE 0 0 1100000 BRISTOL MYERS SQUIBB CO COM 110122108 35244 738707 SH SOLE 738707 0 0 BROADCOM INC COM 11135F101 60928 202614 SH SOLE 202614 0 0 CELGENE CORP COM 151020104 24983 264819 SH SOLE 264819 0 0 CISCO SYS INC COM 17275R102 125041 2316000 SH SOLE 2316000 0 0 CME GROUP INC COM CL A 12572Q105 925 5621 SH SOLE 5621 0 0 COGNEX CORP COM 192422103 15303 300891 SH SOLE 300891 0 0 CREE INC COM 225447101 2289 40000 SH SOLE 40000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 3207 25054 SH SOLE 25054 0 0 CYRUSONE INC COM 23283R100 111081 2118258 SH SOLE 2118258 0 0 DOCUSIGN INC COM 256163106 32721 631185 SH SOLE 631185 0 0 ENTEGRIS INC COM 29362U104 75110 2104500 SH SOLE 2104500 0 0 EOG RES INC COM 26875P101 121597 1277543 SH SOLE 1277543 0 0 EQUINIX INC COM 29444U700 81951 180843 SH SOLE 180843 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 1435 33392 SH SOLE 0 0 33392 FACEBOOK INC CL A 30303M102 182894 1097211 SH SOLE 1097211 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 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0 0 ISHARES TR EDGE MSCI USA VL 46432F388 4536 56800 SH SOLE 56800 0 0 ISHARES TR EXPANDED TECH 464287515 2108 10000 SH SOLE 10000 0 0 ISHARES TR IBOXX HI YD ETF 464288513 220367 2548478 SH SOLE 2548478 0 0 ISHARES TR IBOXX INV CP ETF 464287242 8386 70437 SH SOLE 70437 0 0 ISHARES TR MORTGE REL ETF 46435G342 44185 1019487 SH SOLE 1019487 0 0 ISHARES TR MSCI CHINA ETF 46429B671 4635 74250 SH SOLE 74250 0 0 ISHARES TR NASDAQ BIOTECH 464287556 6596 59000 SH SOLE 59000 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 15631 126575 SH SOLE 126575 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 12513 100256 SH SOLE 100256 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2720 11750 SH SOLE 11750 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 8974 79996 SH SOLE 79996 0 0 KKR REAL ESTATE FIN TR INC COM 48251K100 70070 3500000 SH SOLE 3500000 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 9477 201204 SH SOLE 201204 0 0 LUMENTUM HLDGS INC COM 55024U109 34063 602466 SH SOLE 602466 0 0 MASTERCARD INC CL A 57636Q104 104140 442300 SH SOLE 442300 0 0 MFA FINL INC COM 55272X102 98078 13490726 SH SOLE 13490726 0 0 MICROSOFT CORP COM 594918104 165116 1400000 SH SOLE 1400000 0 0 NEW RESIDENTIAL INVT CORP COM NEW 64828T201 372846 22048871 SH SOLE 22048871 0 0 NVIDIA CORP COM 67066G104 28618 159379 SH SOLE 159379 0 0 ON SEMICONDUCTOR CORP COM 682189105 55273 2687050 SH SOLE 2687050 0 0 PAYPAL HLDGS INC COM 70450Y103 62304 600000 SH SOLE 600000 0 0 PHILLIPS 66 COM 718546104 54546 573143 SH SOLE 573143 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 57207 1783814 SH SOLE 1783814 0 0 PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 140075 5978459 SH SOLE 5978459 0 0 PIVOTAL SOFTWARE INC COM CL A 72582H107 80431 3857615 SH SOLE 3857615 0 0 ROGERS CORP COM 775133101 26226 165067 SH SOLE 165067 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1655 14442 SH SOLE 14442 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 47568 760000 SH SOLE 0 0 760000 SALESFORCE COM INC COM 79466L302 107048 675936 SH SOLE 675936 0 0 SCHLUMBERGER LTD COM 806857108 41348 949000 SH SOLE 949000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 10699 142600 SH SOLE 142600 0 0 SERVICENOW INC COM 81762P102 24649 100000 SH SOLE 100000 0 0 SONY CORP SPONSORED ADR 835699307 30362 718800 SH SOLE 0 0 718800 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 47824 915301 SH SOLE 915301 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 176543 4908059 SH SOLE 4908059 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 1390 15351 SH SOLE 15351 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1215 39518 SH SOLE 39518 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 31924 230000 SH SOLE 230000 0 0 SQUARE INC CL A 852234103 49495 660636 SH SOLE 660636 0 0 STARWOOD PPTY TR INC COM 85571B105 183363 8204171 SH SOLE 8204171 0 0 STORE CAP CORP COM 862121100 16254 485189 SH SOLE 485189 0 0 TECHNIPFMC PLC COM G87110105 16379 700000 SH SOLE 700000 0 0 TPG RE FIN TR INC COM 87266M107 66329 3384135 SH SOLE 3384135 0 0 TWO HBRS INVT CORP COM NEW 90187B408 76477 5652380 SH SOLE 5652380 0 0 UNITEDHEALTH GROUP INC COM 91324P102 60363 244126 SH SOLE 244126 0 0 VALERO ENERGY CORP NEW COM 91913Y100 18125 213660 SH SOLE 213660 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3740 130081 SH SOLE 130081 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2607 151289 SH SOLE 151289 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4250 100000 SH SOLE 0 0 100000 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 16035 269177 SH SOLE 0 0 269177 VANGUARD WORLD FDS ENERGY ETF 92204A306 4022 45000 SH SOLE 0 0 45000 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 8891 137766 SH SOLE 0 0 137766 VANGUARD WORLD FDS INF TECH ETF 92204A702 528 2630 SH SOLE 0 0 2630 VANGUARD WORLD FDS MATERIALS ETF 92204A801 5625 45699 SH SOLE 0 0 45699 VERIZON COMMUNICATIONS INC COM 92343V104 150373 2543089 SH SOLE 2543089 0 0 VISA INC COM CL A 92826C839 96758 619487 SH SOLE 619487 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 6650 131400 SH SOLE 131400 0 0 XILINX INC COM 983919101 380 3000 SH SOLE 3000 0 0 21VIANET GROUP INC SPONSORED ADR 90138A103 8396 1057442 SH SOLE 6344652 0 0