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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
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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
AMAZON COM INC COM 023135106   379,999 2,915 SH   SOLE   2,915 0 0
CLOUDFLARE INC CL A COM 18915M107   1,961,100 30,000 SH   SOLE   30,000 0 0
DYCOM INDS INC COM 267475101   358,333,222 3,152,954 SH   SOLE   3,152,954 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   38,728,143 4,051,061 SH   SOLE   4,051,061 0 0
LUMEN TECHNOLOGIES INC COM 550241103   452,000 200,000 SH   SOLE   200,000 0 0
MASTEC INC COM 576323109   76,680,500 650,000 SH   SOLE   650,000 0 0
POOL CORP COM 73278L105   2,247,840 6,000 SH   SOLE   6,000 0 0
QUANTA SCVS INC COM 74762E102   1,086,047,304 5,528,365 SH   SOLE   5,528,365 0 0
RH COM 74967X103   988,770 3,000 SH   SOLE   3,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,799,600 40,000 SH   SOLE   40,000 0 0
SHOPIFY INC CL A 82509L107   1,938,000 30,000 SH   SOLE   30,000 0 0
SILICON LABORATORIES INC COM 826919102   2,366,100 15,000 SH   SOLE   15,000 0 0
TWILIO INC CL A 90138F102   6,680,100 105,000 SH   SOLE   105,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   50,959,465 1,180,437 SH   SOLE   1,180,437 0 0
VEEVA SYS INC CL A COM 922475108   1,977,300 10,000 SH   SOLE   10,000 0 0
WESCO INTL INC COM 95082P105   438,722,606 2,450,143 SH   SOLE   2,450,143 0 0