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
ACUITY BRANDS INC COM 00508Y102 704 4,000 SH   SOLE 4,000 0 0
AGRIUM INC COM 008916108 6,806 59,180 SH   SOLE 59,180 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 8,375 776,175 SH   SOLE 776,175 0 0
AMERICAN TOWER CORP NEW COM 03027X100 214 1,500 SH   SOLE 1,500 0 0
ANIXTER INTL INC COM 035290105 8,431 110,935 SH   SOLE 110,935 0 0
APPLE INC COM 037833100 2,208 13,050 SH   SOLE 13,050 0 0
CAESARS ENTMT CORP COM 127686103 1,869 147,745 SH   SOLE 147,745 0 0
CALPINE CORP COM NEW 131347304 971 64,190 SH   SOLE 64,190 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 195 26,000 SH   SOLE 26,000 0 0
CONCHO RES INC COM 20605P101 2,253 15,000 SH   SOLE 15,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,828 52,500 SH   SOLE 52,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,525 20,000 SH   SOLE 20,000 0 0
DICKS SPORTING GOODS INC COM 253393102 5,669 197,245 SH   SOLE 197,245 0 0
DYCOM INDS INC COM 267475101 2,117 19,000 SH   SOLE 19,000 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 78 10,800 SH   SOLE 10,800 0 0
EOG RES INC COM 26875P101 21,252 196,940 SH   SOLE 196,940 0 0
FLEXION THERAPEUTICS INC COM 33938J106 16,232 648,248 SH   SOLE 648,248 0 0
FLOTEK INDS INC DEL COM 343389102 1,455 312,136 SH   SOLE 312,136 0 0
GENERAL MTRS CO COM 37045V100 4,109 100,234 SH   SOLE 100,234 0 0
HI CRUSH PARTNERS LP COM UNIT LTD 428337109 1,202 112,380 SH   SOLE 112,380 0 0
IAC INTERACTIVECORP COM 44919P508 245 2,000 SH   SOLE 2,000 0 0
JUNO THERAPEUTICS INC COM 48205A109 19,819 433,587 SH   SOLE 433,587 0 0
LILIS ENERGY INC COM NEW 532403201 256 50,005 SH   SOLE 50,005 0 0
LOGMEIN INC COM 54142L109 647 5,647 SH   SOLE 5,647 0 0
MASTEC INC COM 576323109 226,787 4,633,036 SH   SOLE 4,633,036 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 455 192,732 SH   SOLE 192,732 0 0
NEWFIELD EXPL CO COM 651290108 37,563 1,191,339 SH   SOLE 1,191,339 0 0
NEXTERA ENERGY INC COM 65339F101 203 1,300 SH   SOLE 1,300 0 0
NUANCE COMMUNCIATIONS INC COM 67020Y100 164 10,000 SH Call SOLE 10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,171 10,000 SH   SOLE 10,000 0 0
OCLARO INC COM NEW 67555N206 270 40,000 SH   SOLE 40,000 0 0
ORBCOMM INC COM 68555P100 560 55,000 SH   SOLE 55,000 0 0
ORGANOVO HLDGS INC COM 68620A104 32 24,000 SH   SOLE 24,000 0 0
PALO ALTO NETWORKS INC COM 697435105 6,776 46,750 SH   SOLE 46,750 0 0
PFIZER INC COM 717081103 362 10,000 SH   SOLE 10,000 0 0
QUANTA SVCS INC COM 748000000 182,756 4,672,881 SH   SOLE 4,672,881 0 0
QUANTA SVCS INC COM 748000000 10,180 260,300 SH Call SOLE 260,300 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 17,081 104,559 SH   SOLE 104,559 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 9,069 243,910 SH   SOLE 243,910 0 0
T MOBILE US INC COM 872590104 1,905 30,000 SH   SOLE 30,000 0 0
T MOBILE US INC COM 872590104 635 10,000 SH Call SOLE 10,000 0 0
TJX COS INC NEW COM 872540109 9,048 118,335 SH   SOLE 118,335 0 0
UNITED RENTALS INC COM 911363109 23,983 139,508 SH   SOLE 139,508 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2,802 40,000 SH   SOLE 40,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 233 10,000 SH   SOLE 10,000 0 0
VULCAN MATLS CO COM 929160109 770 6,000 SH   SOLE 6,000 0 0
WAL-MART STORES INC COM 931142103 9,738 98,610 SH   SOLE 98,610 0 0
WARRIOR MET COAL INC COM 93627C101 1,006 40,000 SH   SOLE 40,000 0 0
WESCO INTL INC COM 95082P105 10,747 157,700 SH   SOLE 157,700 0 0
WPX ENERGY INC COM 98212B103 28,067 1,994,845 SH   SOLE 1,994,845 0 0