The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | 2,013 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 684 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 304 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | 1,186 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 614 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BUMBLE INC | COM CL A | 12047B105 | 11,015 | 512,580 | SH | SOLE | 512,580 | 0 | 0 | ||
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 54 | 830 | SH | SOLE | 830 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 596 | 4,126 | SH | SOLE | 4,126 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 6,023 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 237,104 | 2,481,987 | SH | SOLE | 2,481,987 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 22,842 | 3,053,680 | SH | SOLE | 3,053,680 | 0 | 0 | ||
| FLEX LNG LTD | SHS | G35947202 | 1,900 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045v100 | 68,352 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 10,805 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 7,928 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 143 | 440 | SH | SOLE | 440 | 0 | 0 | ||
| ISHARES TR | NASDAQ BIOTECH | 464287556 | 877 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 1,025 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339f101 | 408 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 723 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 36 | 300 | SH | SOLE | 300 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,475 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 108 | 1,250 | SH | SOLE | 1,250 | 0 | 0 | ||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 7,953 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| QUANTA SCVS INC | COM | 74762E102 | 704,620 | 5,531,203 | SH | SOLE | 5,531,203 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 20,668 | 72,609 | SH | SOLE | 72,609 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 52 | 1,930 | SH | SOLE | 1,930 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 612 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 29,150 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 3,283 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| VIMEO INC | COMMON STOCK | 92719V100 | 7 | 1,786 | SH | SOLE | 1,786 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 19,776 | 1,719,676 | SH | SOLE | 1,719,676 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 284,738 | 2,385,143 | SH | SOLE | 2,385,143 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 82 | 550 | SH | SOLE | 550 | 0 | 0 | ||