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 83 2,000 SH   SOLE   2,000 0 0
AFLAC INC COM 001055102 2,354 50,000 SH   SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,864 9,000 SH   SOLE   9,000 0 0
ALPHABET INC CAP STK CL C 02079K107 239 200 SH   SOLE   200 0 0
AMERICAN TOWER CORP NEW COM 03027x100 218 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100 2,156 9,550 SH   SOLE   9,550 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 25 1,000 SH   SOLE   1,000 0 0
CF INDS HLDGS INC COM 125269100 4,013 73,710 SH   SOLE   73,710 0 0
CHEESECAKE FACTORY INC COM 163072101 54 1,000 SH   SOLE   1,000 0 0
CONCHO RES INC COM 20605P101 2,293 15,010 SH   SOLE   15,010 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,288 47,500 SH   SOLE   47,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,704 20,000 SH   SOLE   20,000 0 0
DYCOM INDS INC COM 267475101 508 6,000 SH   SOLE   6,000 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 43 10,800 SH   SOLE   10,800 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 287 10,000 SH   SOLE   10,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 173 400 SH   SOLE   400 0 0
FLEXION THERAPEUTICS INC COM 33938J106 4,172 222,965 SH   SOLE   222,965 0 0
FLOTEK INDS INC DEL COM 343389102 542 225,696 SH   SOLE   225,696 0 0
FORTINET INC COM 34959e109 92 1,000 SH   SOLE   1,000 0 0
GENERAL MTRS CO COM 37045v100 8 234 SH   SOLE   234 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 486 45,000 SH   SOLE   45,000 0 0
IAC INTERACTIVECORP COM 44919P508 433 2,000 SH   SOLE   2,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 244 10,000 SH   SOLE   10,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,501 100,000 SH   SOLE   100,000 0 0
MASTEC INC COM 576323109 191,007 4,277,870 SH   SOLE   4,277,870 0 0
MICROSOFT CORP COM 594918104 13,526 118,265 SH   SOLE   118,265 0 0
MYR GROUP INC DEL COM 55405w104 39 1,200 SH   SOLE   1,200 0 0
NEPTUNE WELLNESS SOLUTIONS I COM 64079L105 293 75,500 SH   SOLE   75,500 0 0
NEXTERA ENERGY INC COM 65339f101 218 1,300 SH   SOLE   1,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 941 11,000 SH   SOLE   11,000 0 0
OCLARO INC COM NEW 67555N206 134 15,000 SH   SOLE   15,000 0 0
ORBCOMM INC COM 68555P100 1,249 115,000 SH   SOLE   115,000 0 0
ORGANOVO HLDGS INC COM 68620A104 28 24,000 SH   SOLE   24,000 0 0
PFIZER INC COM 717081103 441 10,000 SH   SOLE   10,000 0 0
PIONEER NAT RES CO COM 723787107 1,742 10,000 SH   SOLE   10,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 10,450 426,023 SH   SOLE   426,023 0 0
QUANTA SVCS INC COM 74762E102 102,540 3,071,914 SH   SOLE   3,071,914 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 40 1,000 SH   SOLE   1,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 13,583 84,559 SH   SOLE   84,559 0 0
SHOPIFY INC CL A 82509L107 82 500 SH   SOLE   500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464a730 866 20,000 SH   SOLE   20,000 0 0
SPLUNK INC COM 848637104 242 2,000 SH   SOLE   2,000 0 0
SQUARE INC CL A 852234103 347 3,500 SH   SOLE   3,500 0 0
TRIPADVISOR INC COM 896945201 51 1,000 SH   SOLE   1,000 0 0
U S SILICA HLDGS INC COM 90346E103 75 4,000 SH   SOLE   4,000 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2,775 40,000 SH   SOLE   40,000 0 0
VMWARE INC CL A COM 928563402 7,668 49,138 SH   SOLE   49,138 0 0
WALMART INC COM 931142103 8,322 88,620 SH   SOLE   88,620 0 0
WARRIOR MET COAL INC COM 93627C101 811 30,000 SH   SOLE   30,000 0 0