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
ADOBE SYS INC COM 00724F101 4,343 30,000 SH   SOLE 30,000 0 0
AK STL HLDG CORP COM 001547108 3,285 50,000 SH   SOLE 50,000 0 0
ALPHABET INC CAP STK CL A 02079K305 4,648 5,000 SH   SOLE 5,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 9,401 786,054 SH   SOLE 786,054 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,506 26,500 SH   SOLE 26,500 0 0
APPLE INC COM 037833100 1,159 8,050 SH   SOLE 8,050 0 0
CALPINE CORP COM NEW 131347304 868 64,190 SH   SOLE 64,190 0 0
CBS CORP NEW CL B 124857202 638 10,000 SH   SOLE 10,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 245 26,000 SH   SOLE 26,000 0 0
CONCHO RES INC COM 20605P101 1,823 15,000 SH   SOLE 15,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,757 37,500 SH   SOLE 37,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,332 15,000 SH   SOLE 15,000 0 0
DYCOM INDS INC COM 267475101 54,553 609,389 SH   SOLE 609,389 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 97 10,800 SH   SOLE 10,800 0 0
EOG RES INC COM 26875P101 4,526 50,000 SH   SOLE 50,000 0 0
FIRST SOLAR INC COM 336433107 1,994 50,000 SH   SOLE 50,000 0 0
FLOTEK INDS INC DEL COM 343389102 3,551 397,236 SH   SOLE 397,236 0 0
GENERAL MTRS CO COM 37045V100 1,056 30,234 SH   SOLE 30,234 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 26,628 120,000 SH   SOLE 120,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,165 107,380 SH   SOLE 107,380 0 0
IAC INTERACTIVECORP COM 44919P508 206 2,000 SH   SOLE 2,000 0 0
INFINERA CORPORATION COM 45667G103 2,241 210,000 SH   SOLE 210,000 0 0
LILIS ENERGY INC COM NEW 532403201 245 50,005 SH   SOLE 50,005 0 0
LOGMEIN INC COM 54142L109 590 5,647 SH   SOLE 5,647 0 0
MASTEC INC COM 576323109 215,115 4,764,462 SH   SOLE 4,764,462 0 0
MERCK & CO INC COM 58933Y105 6,409 100,000 SH   SOLE 100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,240 75,000 SH   SOLE 75,000 0 0
MICROSOFT CORP COM 594918104 3,447 50,000 SH   SOLE 50,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,518 33,000 SH   SOLE 33,000 0 0
NEWFIELD EXPL CO COM 651290108 34,494 1,212,012 SH   SOLE 1,212,012 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 783 45,000 SH   SOLE 45,000 0 0
NUTANIX INC CL A 67059N108 1,757 87,200 SH   SOLE 87,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,095 10,000 SH   SOLE 10,000 0 0
OCLARO INC COM NEW 67555N206 374 40,000 SH   SOLE 40,000 0 0
ORGANOVO HLDGS INC COM 68620A104 63 24,000 SH   SOLE 24,000 0 0
PFIZER INC COM 717081103 336 10,000 SH   SOLE 10,000 0 0
PIONEER NAT RES CO COM 723787107 798 5,000 SH   SOLE 5,000 0 0
QUANTA SVCS INC COM 74762E102 150,263 4,564,485 SH   SOLE 4,564,485 0 0
RSP PERMIAN INC COM 74978Q105 1,614 50,000 SH   SOLE 50,000 0 0
SALESFORCE COM INC COM 79466L302 1,732 20,000 SH   SOLE 20,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 21,865 162,085 SH   SOLE 162,085 0 0
SHERWIN WILLIAMS CO COM 824348106 3,510 10,000 SH   SOLE 10,000 0 0
SOUTHWEST AIRLS CO COM 844741108 3,728 60,000 SH   SOLE 60,000 0 0
SQUARE INC CL A 852234103 235 10,000 SH   SOLE 10,000 0 0
T MOBILE US INC COM 872590104 1,819 30,000 SH   SOLE 30,000 0 0
T MOBILE US INC COM 872590104 135 10,000 SH Put SOLE 10,000 0 0
TIMKENSTEEL CORP COM 887399103 384 25,000 SH   SOLE 25,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,871 35,000 SH   SOLE 35,000 0 0
WESCO INTL INC COM 95082P105 15,883 277,185 SH   SOLE 277,185 0 0
WPX ENERGY INC COM 98212B103 15,525 1,607,190 SH   SOLE 1,607,190 0 0