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
ADVANCED ENERGY INDS COM 007973100 126 1,300 SH   SOLE   1,300 0 0
ADVISORSHARES TR PURE CANNABIS 00768Y495 170 10,000 SH   SOLE   10,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 365 10,000 SH   SOLE   10,000 0 0
ALASKA AIR GROUP INC COM 011659109 5,343 102,757 SH   SOLE   102,757 0 0
ALKALINE WTR CO INC COM NEW 01643A207 303 300,000 SH   SOLE   300,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,848 1,625 SH   SOLE   1,625 0 0
AMAZON COM INC COM 023135106 365 112 SH   SOLE   112 0 0
AMERICAN TOWER CORP NEW COM 03027x100 337 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 100 25,000 SH   SOLE   25,000 0 0
APHRIA INC COM 03765K104 173 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 531 4,000 SH   SOLE   4,000 0 0
BANK HAWAII CORP COM 062540109 84 1,100 SH   SOLE   1,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,960 415,796 SH   SOLE   415,796 0 0
CHEVRON CORP NEW COM 166764100 1,267 15,000 SH   SOLE   15,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 3,640 250,000 SH   SOLE   250,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 10,720 800,000 SH   SOLE   800,000 0 0
CONTINENTAL RES INC COM 212015101 5,705 350,000 SH   SOLE   350,000 0 0
COVETRUS INC COM 22304C100 86 3,000 SH   SOLE   3,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,194 7,500 SH   SOLE   7,500 0 0
CYRUSONE INC COM 23283R100 146 2,000 SH   SOLE   2,000 0 0
DISH NETWORK CORPORATION CL A 25470m109 4,851 150,000 SH   SOLE   150,000 0 0
DYCOM INDS INC COM 267475101 38,289 507,005 SH   SOLE   507,005 0 0
EOG RES INC COM 26875p101 12,468 250,000 SH   SOLE   250,000 0 0
EQUINIX INC COM 29444U700 429 600 SH   SOLE   600 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 12,462 1,550,000 SH   SOLE   1,550,000 0 0
F N B CORP COM 302520101 71 7,500 SH   SOLE   7,500 0 0
FIFTH THIRD BANCORP COM 316773100 6,893 250,000 SH   SOLE   250,000 0 0
FLOTEK INDS INC DEL COM 343389102 106 50,000 SH   SOLE   50,000 0 0
GENERAL MTRS CO COM 37045v100 25,846 620,700 SH   SOLE   620,700 0 0
HOLLYFRONTIER CORP COM 436106108 2,844 110,000 SH   SOLE   110,000 0 0
HOME DEPOT INC COM 437076102 256 965 SH   SOLE   965 0 0
IAC INTERACTIVECORP NEW COM 44891N109 379 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 400 800 SH   SOLE   800 0 0
ISHARES TR 20 YR TR BD ETF 464287432 4,732 30,000 SH Put SOLE   30,000 0 0
ISHARES TR NASDAQ BIOTECH 464287556 2,272 15,000 SH   SOLE   15,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 529 2,700 SH   SOLE   2,700 0 0
LAS VEGAS SANDS CORP COM 517834107 11,622 195,000 SH   SOLE   195,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 177 25,000 SH   SOLE   25,000 0 0
MARATHON PETE CORP COM 56585A102 6,204 150,000 SH   SOLE   150,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 114 400 SH   SOLE   400 0 0
MASTEC INC COM 576323109 28,932 424,340 SH   SOLE   424,340 0 0
MICROSOFT CORP COM 594918104 321 1,445 SH   SOLE   1,445 0 0
NEXTERA ENERGY INC COM 65339f101 787 10,200 SH   SOLE   10,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,341 20,000 SH   SOLE   20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,590 10,000 SH   SOLE   10,000 0 0
PIONEER NAT RES CO COM 723787107 6,264 55,000 SH   SOLE   55,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,980 20,000 SH   SOLE   20,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 35 228 SH   SOLE   228 0 0
PRIMORIS SVCS CORP COM 74164F103 690 25,000 SH   SOLE   25,000 0 0
QUANTA SVCS INC COM 74762E102 388,304 5,391,615 SH   SOLE   5,391,615 0 0
REGENERON PHARMACEUTICALS COM 75886F107 483 1,000 SH   SOLE   1,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591ep100 1,612 100,000 SH   SOLE   100,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 19,512 69,159 SH   SOLE   69,159 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,300 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107 396 350 SH   SOLE   350 0 0
SOUTHWEST AIRLS CO COM 844741108 7,924 170,000 SH   SOLE   170,000 0 0
SPLUNK INC COM 848637104 340 2,000 SH   SOLE   2,000 0 0
TECK RESOURCES LTD CL B 878742204 29,040 1,600,000 SH   SOLE   1,600,000 0 0
TRUIST FINL CORP COM 89832Q109 7,190 150,000 SH   SOLE   150,000 0 0
US BANCORP DEL COM NEW 902973304 4,773 102,450 SH   SOLE   102,450 0 0
VALERO ENERGY CORP COM 91913Y100 5,657 100,000 SH   SOLE   100,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 176 3,000 SH   SOLE   3,000 0 0
VIATRIS INC COM 92556V106 281 15,000 SH   SOLE   15,000 0 0
VULCAN MATLS CO COM 929160109 119 800 SH   SOLE   800 0 0
WALMART INC COM 931142103 43 300 SH   SOLE   300 0 0
WESCO INTL INC COM 95082P105 134,527 1,713,716 SH   SOLE   1,713,716 0 0
ZOETIS INC CL A 98978V103 166 1,000 SH   SOLE   1,000 0 0