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
3-D SYS CORP DEL COM NEW 88554d205 1,403 93,773 SH   SOLE 93,773 0 0
AGRIUM INC COM 008916108 21,499 225,000 SH   SOLE 225,000 0 0
ALLERGAN PLC SHS G0177J108 7,836 32,798 SH   SOLE 32,798 0 0
ALPHABET INC CAP STK CL A 02079K305 4,239 5,000 SH   SOLE 5,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 1,178 92,700 SH   SOLE 92,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,613 21,500 SH   SOLE 21,500 0 0
APACHE CORP COM 037411105 57,516 1,119,200 SH   SOLE 1,119,200 0 0
APPLE INC COM 037833100 1,156 8,050 SH   SOLE 8,050 0 0
ARGAN INC COM 04010E109 662 10,000 SH   SOLE 10,000 0 0
CALPINE CORP COM NEW 131347304 709 64,190 SH   SOLE 64,190 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 227 25,000 SH   SOLE 25,000 0 0
CIENA CORP COM NEW 171779309 2,361 100,000 SH   SOLE 100,000 0 0
CONCHO RES INC COM 20605P101 3,209 25,000 SH   SOLE 25,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 15,348 162,500 SH   SOLE 162,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,037 10,000 SH   SOLE 10,000 0 0
DYCOM INDS INC COM 267475101 129,073 1,388,626 SH   SOLE 1,388,626 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 150 10,800 SH   SOLE 10,800 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,773 64,200 SH   SOLE 64,200 0 0
EOG RES INC COM 26875P101 17,328 177,630 SH   SOLE 177,630 0 0
FLOTEK INDS INC DEL COM 343389102 5,873 462,000 SH   SOLE 462,000 0 0
GENERAL MTRS CO COM 37045V100 1,069 30,234 SH   SOLE 30,234 0 0
HALCON RES CORP COM PAR NEW 40537Q605 385 50,000 SH   SOLE 50,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,863 107,380 SH   SOLE 107,380 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 96,236 700,000 SH   SOLE 700,000 0 0
JUNO THERAPEUTICS INC COM 48205A109 3,329 150,000 SH   SOLE 150,000 0 0
LOGMEIN INC COM 54142L109 551 5,647 SH   SOLE 5,647 0 0
MASTEC INC COM 576323109 191,774 4,788,362 SH   SOLE 4,788,362 0 0
NETFLIX INC COM 64110L106 4,434 30,000 SH   SOLE 30,000 0 0
NEUROTROPE INC COM NEW 64129T207 191 10,000 SH   SOLE 10,000 0 0
NEWFIELD EXPL CO COM 651290108 31,215 845,702 SH   SOLE 845,702 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,035 10,000 SH   SOLE 10,000 0 0
OASIS PETE INC NEW COM 674215108 5,248 368,008 SH   SOLE 368,008 0 0
OCLARO INC COM NEW 67555N206 393 40,000 SH   SOLE 40,000 0 0
ORGANOVO HLDGS INC COM 68620A104 76 24,000 SH   SOLE 24,000 0 0
PDC ENERGY INC COM 69327R101 4,319 69,263 SH   SOLE 69,263 0 0
PFIZER INC COM 717081103 342 10,000 SH   SOLE 10,000 0 0
PIONEER NAT RES CO COM 723787107 21,342 114,600 SH   SOLE 114,600 0 0
QUANTA SVCS INC COM 74762E102 105,764 2,850,000 SH   SOLE 2,850,000 0 0
RSP PERMIAN INC COM 74978Q105 8,410 203,002 SH   SOLE 203,002 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 20,690 171,885 SH   SOLE 171,885 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464a730 11,232 300,000 SH   SOLE 300,000 0 0
SQUARE INC CL A 852234103 173 10,000 SH   SOLE 10,000 0 0
TECK RESOURCES LTD CL B 878742204 876 40,000 SH   SOLE 40,000 0 0
UNITED RENTALS INC COM 911363109 34,011 271,980 SH   SOLE 271,980 0 0
WESCO INTL INC COM 95082P105 33,154 476,693 SH   SOLE 476,693 0 0
WPX ENERGY INC COM 98212B103 17,540 1,309,900 SH   SOLE 1,309,900 0 0