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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   2,390,550 15,000 SH   SOLE   15,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   780,000 5,000 SH   SOLE   5,000 0 0
APPLE INC COM 037833100   362,780 2,200 SH   SOLE   2,200 0 0
ARCH RESOURCES INC CL A 03940R107   657,300 5,000 SH   SOLE   5,000 0 0
CHART INDS INC COM 16115Q308   627,000 5,000 SH   SOLE   5,000 0 0
CISCO SYS INC COM 17275R102   2,091,000 40,000 SH   SOLE   40,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   9,165,000 500,000 SH   SOLE   500,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   552,224 4,126 SH   SOLE   4,126 0 0
DENBURY INC COM 24790A101   876,300 10,000 SH   SOLE   10,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,860,971 43,360 SH   SOLE   43,360 0 0
DYCOM INDS INC COM 267475101   251,954,274 2,690,382 SH   SOLE   2,690,382 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,795,650 215,000 SH   SOLE   215,000 0 0
GENERAL MTRS CO COM 37045v100   1,108,983 30,234 SH   SOLE   30,234 0 0
IDEXX LABS INC COM 45168D104   220,035 440 SH   SOLE   440 0 0
MATADOR RES CO COM 576485205   476,500 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104   115,320 400 SH   SOLE   400 0 0
NEXTERA ENERGY INC COM 65339f101   400,816 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   1,215,000 20,000 SH   SOLE   20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,864,750 10,000 SH   SOLE   10,000 0 0
PAYPAL HLDGS INC COM 70450Y103   113,910 1,500 SH   SOLE   1,500 0 0
PEABODY ENERGY CORP COM 704551100   256,000 10,000 SH   SOLE   10,000 0 0
QUANTA SCVS INC COM 74762E102   927,079,144 5,563,365 SH   SOLE   5,563,365 0 0
RH COM 74967X103   27,923,389 88,100 SH   SOLE   88,100 0 0
RIOT PLATFORMS INC COM 767292105   14,985,000 1,500,000 SH   SOLE   1,500,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   16,280,064 62,359 SH   SOLE   62,359 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   3,487,000 50,000 SH   SOLE   50,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369y506   828,300 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107   92,524 1,930 SH   SOLE   1,930 0 0
TECK RESOURCES LTD CL B 878742204   2,555,000 70,000 SH   SOLE   70,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   94,479,853 2,980,437 SH   SOLE   2,980,437 0 0
VIMEO INC COMMON STOCK 92719V100   6,840 1,786 SH   SOLE   1,786 0 0
WARRIOR MET COAL INC COM 93627C101   550,650 15,000 SH   SOLE   15,000 0 0
WESCO INTL INC COM 95082P105   384,053,999 2,485,143 SH   SOLE   2,485,143 0 0
ZOETIS INC CL A 98978V103   91,542 550 SH   SOLE   550 0 0