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
3M CO COM 88579Y101 2,972 15,425 SH   SOLE   15,425 0 0
ACTIVISION BLIZZARD INC COM 00507V109 27,128 291,704 SH   SOLE   291,704 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 33,276 70,000 SH   SOLE   70,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,993 97,000 SH   SOLE   776,000 0 0
ALPHABET INC CAP STK CL A 02079K305 24,827 12,037 SH   SOLE   12,037 0 0
ALTERYX INC COM CL A 02156B103 23,594 284,402 SH   SOLE   284,402 0 0
AMAZON COM INC COM 023135106 51,687 16,705 SH   SOLE   16,705 0 0
ANALOG DEVICES INC COM 032654105 51,111 329,579 SH   SOLE   329,579 0 0
APPLE INC COM 037833100 35,649 291,842 SH   SOLE   291,842 0 0
APPLIED MATLS INC COM 038222105 57,200 428,145 SH   SOLE   428,145 0 0
APTIV PLC SHS G6095L109 75,292 545,987 SH   SOLE   545,987 0 0
ARK ETF TR INNOVATION ETF 00214Q104 7,053 58,800 SH   SOLE   58,800 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 25,233 40,873 SH   SOLE   0 0 40,873
BARRICK GOLD CORP COM 067901108 5,782 292,044 SH   SOLE   292,044 0 0
BK OF AMERICA CORP COM 060505104 24,091 622,661 SH   SOLE   622,661 0 0
BP PLC SPONSORED ADR 055622104 21,483 882,262 SH   SOLE   0 0 882,262
BRISTOL-MYERS SQUIBB CO COM 110122108 80,024 1,267,607 SH   SOLE   1,267,607 0 0
BROADCOM INC COM 11135F101 64,541 139,200 SH   SOLE   139,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 13,699 100,000 SH   SOLE   100,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 16,556 150,634 SH   SOLE   150,634 0 0
CATERPILLAR INC COM 149123101 125,233 540,099 SH   SOLE   540,099 0 0
CISCO SYS INC COM 17275R102 47,366 916,000 SH   SOLE   916,000 0 0
CME GROUP INC COM 12572Q105 55,711 272,785 SH   SOLE   272,785 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,758 13,500 SH   SOLE   13,500 0 0
CREE INC COM 225447101 47,787 441,943 SH   SOLE   441,943 0 0
CUMMINS INC COM 231021106 48,972 189,000 SH   SOLE   189,000 0 0
CVS HEALTH CORP COM 126650100 22,819 303,327 SH   SOLE   303,327 0 0
CYRUSONE INC COM 23283R100 3,386 50,000 SH   SOLE   50,000 0 0
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849 10,591 130,000 SH   SOLE   130,000 0 0
DISNEY WALT CO COM 254687106 104,738 567,622 SH   SOLE   567,622 0 0
DOCUSIGN INC COM 256163106 32,557 160,813 SH   SOLE   160,813 0 0
DOLLAR GEN CORP NEW COM 256677105 15,515 76,572 SH   SOLE   76,572 0 0
EATON VANCE ENHANCED EQUITY COM 278277108 10,948 506,636 SH   SOLE   506,636 0 0
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 1,095 70,674 SH   SOLE   70,674 0 0
EOG RES INC COM 26875P101 35,944 495,580 SH   SOLE   495,580 0 0
EQUINIX INC COM 29444U700 45,224 66,546 SH   SOLE   66,546 0 0
ETF MANAGERS TR PRIME MOBILE PAY 26924G409 36,239 542,586 SH   SOLE   0 0 542,586
FACEBOOK INC CL A 30303M102 45,947 156,000 SH   SOLE   156,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 49,942 1,516,600 SH   SOLE   1,516,600 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 27,198 335,411 SH   SOLE   2,683,288 0 0
GILEAD SCIENCES INC COM 375558103 8,997 139,209 SH   SOLE   139,209 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 2,651 80,000 SH   SOLE   0 0 80,000
GOLDMAN SACHS GROUP INC COM 38141G104 52,503 160,559 SH   SOLE   160,559 0 0
HALLIBURTON CO COM 406216101 44,295 2,064,088 SH   SOLE   2,064,088 0 0
ILLUMINA INC COM 452327109 53,004 138,009 SH   SOLE   138,009 0 0
INPHI CORP COM 45772F107 8,921 50,000 SH   SOLE   50,000 0 0
INTEL CORP COM 458140100 56,455 882,104 SH   SOLE   882,104 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 30,828 498,113 SH   SOLE   498,113 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 3,671 40,000 SH   SOLE   0 0 40,000
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 86,341 3,901,544 SH   SOLE   3,901,544 0 0
IQVIA HLDGS INC COM 46266C105 33,568 173,800 SH   SOLE   173,800 0 0
ISHARES INC MSCI AUST ETF 464286103 2,479 100,000 SH   SOLE   100,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 5,770 172,500 SH   SOLE   172,500 0 0
ISHARES INC MSCI EURZONE ETF 464286608 5,670 122,117 SH   SOLE   122,117 0 0
ISHARES TR CORE S&P SCP ETF 464287804 36,683 338,000 SH   SOLE   338,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 16,206 666,919 SH   SOLE   666,919 0 0
ISHARES TR IBOXX HI YD ETF 464288513 227,175 2,605,817 SH   SOLE   2,605,817 0 0
ISHARES TR U.S. MED DVC ETF 464288810 991 3,000 SH   SOLE   3,000 0 0
ISHARES TR US HOME CONS ETF 464288752 41,134 606,122 SH   SOLE   606,122 0 0
JD.COM INC SPON ADR CL A 47215P106 16,866 200,000 SH   SOLE   400,000 0 0
JOHNSON & JOHNSON COM 478160104 14,596 88,810 SH   SOLE   88,810 0 0
JPMORGAN CHASE & CO COM 46625H100 25,583 168,054 SH   SOLE   168,054 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 64,365 3,500,000 SH   SOLE   3,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101 58,421 3,508,773 SH   SOLE   3,508,773 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 3,818 50,000 SH   SOLE   50,000 0 0
LAUDER ESTEE COS INC CL A 518439104 42,464 146,000 SH   SOLE   146,000 0 0
LENNAR CORP CL A 526057104 41,199 406,980 SH   SOLE   406,980 0 0
LILLY ELI & CO COM 532457108 3,736 20,000 SH   SOLE   20,000 0 0
LULULEMON ATHLETICA INC COM 550021109 90,855 296,226 SH   SOLE   296,226 0 0
MARKETAXESS HLDGS INC COM 57060D108 25,792 51,800 SH   SOLE   51,800 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 35,623 727,300 SH   SOLE   727,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 95,072 267,019 SH   SOLE   267,019 0 0
MICRON TECHNOLOGY INC COM 595112103 22,696 257,300 SH   SOLE   257,300 0 0
MICROSOFT CORP COM 594918104 44,322 187,987 SH   SOLE   187,987 0 0
MEDTRONIC PLC SHS G5960L103 11,119 94,126 SH   SOLE   94,126 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 24,031 545,283 SH   SOLE   545,283 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 11,627 830,490 SH   SOLE   830,490 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 122,276 10,868,998 SH   SOLE   10,868,998 0 0
NEWMONT CORP COM 651639106 8,029 133,217 SH   SOLE   133,217 0 0
NIKE INC CL B 654106103 48,994 368,679 SH   SOLE   368,679 0 0
NVIDIA CORPORATION COM 67066G104 152,485 285,590 SH   SOLE   285,590 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 37,507 1,379,941 SH   SOLE   0 0 1,379,941
NXP SEMICONDUCTORS N V COM N6596X109 53,638 266,406 SH   SOLE   266,406 0 0
ON SEMICONDUCTOR CORP COM 682189105 134,155 3,224,098 SH   SOLE   3,224,098 0 0
PALO ALTO NETWORKS INC COM 697435105 22,486 69,818 SH   SOLE   69,818 0 0
PAYPAL HLDGS INC COM 70450Y103 169,005 695,953 SH   SOLE   695,953 0 0
PHILLIPS 66 COM 718546104 58,690 719,771 SH   SOLE   719,771 0 0
PIONEER NAT RES CO COM 723787107 56,457 355,477 SH   SOLE   355,477 0 0
PROCTER AND GAMBLE CO COM 742718109 11,222 82,864 SH   SOLE   82,864 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 53,824 2,475,800 SH   SOLE   2,475,800 0 0
PROSHARES TR SHRT 20+YR TRE 74347X849 21,744 1,200,000 SH   SOLE   1,200,000 0 0
PUBLIC STORAGE COM 74460D109 59,415 240,781 SH   SOLE   240,781 0 0
QUALCOMM INC COM 747525103 15,768 118,926 SH   SOLE   118,926 0 0
ROGERS CORP COM 775133101 22,327 118,630 SH   SOLE   118,630 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 46,929 548,174 SH   SOLE   548,174 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 29,130 742,920 SH   SOLE   0 0 742,920
SALESFORCE COM INC COM 79466L302 35,398 167,074 SH   SOLE   167,074 0 0
SCHLUMBERGER LTD COM 806857108 13,693 503,588 SH   SOLE   503,588 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 34,950 355,000 SH   SOLE   355,000 0 0
SERVICENOW INC COM 81762P102 108,421 216,795 SH   SOLE   216,795 0 0
SIMON PPTY GROUP INC NEW COM 828806109 19,823 174,240 SH   SOLE   174,240 0 0
SPDR SER TR BLOOMBERG BRCLYS 78468R622 139,928 1,286,101 SH   SOLE   1,286,101 0 0
SPDR SER TR S&P BIOTECH 78464A870 7,030 51,822 SH   SOLE   51,822 0 0
SQUARE INC CL A 852234103 242,437 1,067,771 SH   SOLE   1,067,771 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 342 6,350 SH   SOLE   2,116 0 0
TESLA INC COM 88160R101 106,892 160,035 SH   SOLE   160,035 0 0
TEXAS INSTRS INC COM 882508104 51,255 271,205 SH   SOLE   271,205 0 0
TRIP COM GROUP LTD ADS 89677Q107 14,346 362,000 SH   SOLE   45,250 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,992 13,130 SH   SOLE   13,130 0 0
TPG RE FIN TR INC COM 87266M107 37,902 3,384,135 SH   SOLE   3,384,135 0 0
TJX COS INC NEW COM 872540109 25,908 391,648 SH   SOLE   391,648 0 0
ULTA BEAUTY INC COM 90384S303 53,543 173,184 SH   SOLE   173,184 0 0
UNION PAC CORP COM 907818108 13,225 60,000 SH   SOLE   60,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,389 67,000 SH   SOLE   67,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 54,490 146,450 SH   SOLE   146,450 0 0
VALERO ENERGY CORP COM 91913Y100 41,201 575,432 SH   SOLE   575,432 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801 1,211 7,000 SH   SOLE   0 0 7,000
VERIZON COMMUNICATIONS INC COM 92343V104 72,740 1,250,909 SH   SOLE   1,250,909 0 0
VISA INC COM CL A 92826C839 135,473 639,840 SH   SOLE   639,840 0 0
YUM CHINA HLDGS INC COM 98850P109 12,956 220,400 SH   SOLE   220,400 0 0