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
ACACIA COMMUNICATIONS INC COM 00401C108 70 2,000 SH   SOLE 0 2,000 0 0
ALPHABET INC CAP STK CL C 02079K107 223 200 SH   SOLE 0 200 0 0
AMERICAN TOWER CORP NEW COM 03027x100 216 1,500 SH   SOLE 0 1,500 0 0
APPLE INC COM 037833100 1,768 9,550 SH   SOLE 0 9,550 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 45 1,000 SH   SOLE 0 1,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 171 26,000 SH   SOLE 0 26,000 0 0
CENTURY CMNTYS INC COM 156504300 1,659 52,574 SH   SOLE 0 52,574 0 0
CHEESECAKE FACTORY INC COM 163072101 55 1,000 SH   SOLE 0 1,000 0 0
CONCHO RES INC COM 20605P101 2,768 20,010 SH   SOLE 0 20,010 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,965 27,500 SH   SOLE 0 27,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,631 20,000 SH   SOLE 0 20,000 0 0
DYCOM INDS INC COM 267475101 12,188 128,960 SH   SOLE 0 128,960 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 77 10,800 SH   SOLE 0 10,800 0 0
EQUINIX INC COM PAR $0.001 29444U700 172 400 SH   SOLE 0 400 0 0
FLEXION THERAPEUTICS INC COM 33938J106 18,017 697,000 SH   SOLE 0 697,000 0 0
FLOTEK INDS INC DEL COM 343389102 406 125,627 SH   SOLE 0 125,627 0 0
FORTINET INC COM 34959E109 62 1,000 SH   SOLE 0 1,000 0 0
GENERAL MTRS CO COM 37045v100 9 234 SH   SOLE 0 234 0 0
HALLIBURTON CO COM 406216101 451 10,000 SH   SOLE 0 10,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,326 112,380 SH   SOLE 0 112,380 0 0
IAC INTERACTIVECORP COM 44919P508 305 2,000 SH   SOLE 0 2,000 0 0
KINDER MORGAN INC DEL COM 49456B101 36,389 2,059,385 SH   SOLE 0 2,059,385 0 0
LOGMEIN INC COM 54142l109 583 5,647 SH   SOLE 0 5,647 0 0
MANITOWOC CO INC COM NEW 563571405 259 10,000 SH   SOLE 0 10,000 0 0
MASTEC INC COM 576323109 226,811 4,469,184 SH   SOLE 0 4,469,184 0 0
MYR GROUP INC DEL COM 55405w104 43 1,200 SH   SOLE 0 1,200 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 234 75,500 SH   SOLE 0 75,500 0 0
NEXTERA ENERGY INC COM 65339f101 217 1,300 SH   SOLE 0 1,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,202 11,000 SH   SOLE 0 11,000 0 0
OCLARO INC COM NEW 67555N206 134 15,000 SH   SOLE 0 15,000 0 0
ORBCOMM INC COM 68555P100 1,162 115,000 SH   SOLE 0 115,000 0 0
ORGANOVO HLDGS INC COM 68620A104 34 24,000 SH   SOLE 0 24,000 0 0
PFIZER INC COM 717081103 363 10,000 SH   SOLE 0 10,000 0 0
PIONEER NAT RES CO COM 723787107 1,892 10,000 SH   SOLE 0 10,000 0 0
QUANTA SVCS INC COM 74762E102 159,834 4,785,464 SH   SOLE 0 4,785,464 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 47 1,000 SH   SOLE 0 1,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 13,962 84,559 SH   SOLE 0 84,559 0 0
SHOPIFY INC CL A 82509L107 73 500 SH   SOLE 0 500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464a730 1,292 30,000 SH   SOLE 0 30,000 0 0
SPLUNK INC COM 848637104 198 2,000 SH   SOLE 0 2,000 0 0
SQUARE INC CL A 852234103 216 3,500 SH   SOLE 0 3,500 0 0
TARGA RES CORP COM 87612G101 13,805 278,940 SH   SOLE 0 278,940 0 0
TRIPADVISOR INC COM 896945201 56 1,000 SH   SOLE 0 1,000 0 0
U S SILICA HLDGS INC COM 90346E103 103 4,000 SH   SOLE 0 4,000 0 0
UNITED RENTALS INC COM 911363109 35,757 242,224 SH   SOLE 0 242,224 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2,698 40,000 SH   SOLE 0 40,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 166 5,200 SH   SOLE 0 5,200 0 0
WARRIOR MET COAL INC COM 93627C101 551 20,000 SH   SOLE 0 20,000 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 1,268 50,000 SH   SOLE 0 50,000 0 0