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
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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
ABBVIE INC COM 00287Y109   2,424,150 15,000 SH   SOLE   15,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   731,950 5,000 SH   SOLE   5,000 0 0
APPLE INC COM 037833100   285,846 2,200 SH   SOLE   2,200 0 0
ARCH RESOURCES INC CL A 03940R107   713,950 5,000 SH   SOLE   5,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,319,600 120,000 SH   SOLE   120,000 0 0
AT&T INC COM 00206R102   736,400 40,000 SH   SOLE   40,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   7,506,595 180,447 SH   SOLE   180,447 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   559,651 4,126 SH   SOLE   4,126 0 0
DENBURY INC COM 24790A101   870,200 10,000 SH   SOLE   10,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,839,000 50,000 SH   SOLE   50,000 0 0
DYCOM INDS INC COM 267475101   235,861,891 2,519,892 SH   SOLE   2,519,892 0 0
ENPHASE ENERGY INC COM 29355A107   5,299,200 20,000 SH   SOLE   20,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   2,010,000 300,000 SH   SOLE   300,000 0 0
GENERAL MTRS CO COM 37045v100   68,486,263 2,035,858 SH   SOLE   2,035,858 0 0
IDEXX LABS INC COM 45168D104   179,502 440 SH   SOLE   440 0 0
ISHARES TR NASDAQ BIOTECH 464287556   984,675 7,500 SH   SOLE   7,500 0 0
MASTEC INC COM 576323109   19,992,819 234,300 SH   SOLE   234,300 0 0
NEXTERA ENERGY INC COM 65339f101   434,720 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   700,900 10,000 SH   SOLE   10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,580,300 10,000 SH   SOLE   10,000 0 0
PENN ENTERTAINMENT INC COM 707569109   5,643,000 190,000 SH   SOLE   190,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201   487,500 15,000 SH   SOLE   15,000 0 0
QUANTA SCVS INC COM 74762E102   806,969,948 5,562,947 SH   SOLE   5,562,947 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   17,479,851 62,359 SH   SOLE   62,359 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   4,934,000 200,000 SH   SOLE   200,000 0 0
SHOPIFY INC CL A 82509L107   66,990 1,930 SH   SOLE   1,930 0 0
TECK RESOURCES LTD CL B 878742204   2,269,200 60,000 SH   SOLE   60,000 0 0
TILRAY BRANDS INC COM CL 2 88688T100   807,000 300,000 SH   SOLE   300,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   41,341,141 1,671,700 SH   SOLE   1,671,700 0 0
VIMEO INC COMMON STOCK 92719V100   6,126 1,786 SH   SOLE   1,786 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   91,728 9,676 SH   SOLE   9,676 0 0
WESCO INTL INC COM 95082P105   311,139,904 2,485,143 SH   SOLE   2,485,143 0 0
ZOETIS INC CL A 98978V103   80,603 550 SH   SOLE   550 0 0