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 76 2,000 SH   SOLE   2,000 0 0
ALPHABET INC CAP STK CL C 02079K107 207 200 SH   SOLE   200 0 0
AMERICAN TOWER CORP NEW COM 03027x100 1,819 11,500 SH   SOLE   11,500 0 0
APPLE INC COM 037833100 1,506 9,550 SH   SOLE   9,550 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 15 1,000 SH   SOLE   1,000 0 0
CONCHO RES INC COM 20605P101 771 7,500 SH   SOLE   7,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 4,074 37,500 SH   SOLE   37,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,391 15,000 SH   SOLE   15,000 0 0
DYCOM INDS INC COM 267475101 3,026 56,000 SH   SOLE   56,000 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 17 10,800 SH   SOLE   10,800 0 0
EQUINIX INC COM PAR $0.001 29444U700 141 400 SH   SOLE   400 0 0
FLOTEK INDS INC DEL COM 343389102 246 225,627 SH   SOLE   225,627 0 0
FORTINET INC COM 34959e109 70 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 90 25,000 SH   SOLE   25,000 0 0
IAC INTERACTIVECORP COM 44919P508 366 2,000 SH   SOLE   2,000 0 0
KINDER MORGAN INC DEL COM 49456B101 22,284 1,448,885 SH   SOLE   1,448,885 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 841 75,000 SH   SOLE   75,000 0 0
MASTEC INC COM 576323109 177,761 4,382,670 SH   SOLE   4,382,670 0 0
MASTEC INC COM 576323109 20 500 SH Call SOLE   500 0 0
MICROSOFT CORP COM 594918104 20,314 200,000 SH   SOLE   200,000 0 0
MYR GROUP INC DEL COM 55405w104 34 1,200 SH   SOLE   1,200 0 0
NEPTUNE WELLNESS SOLUTIONS I COM 64079L105 192 75,500 SH   SOLE   75,500 0 0
NEXTERA ENERGY INC COM 65339f101 226 1,300 SH   SOLE   1,300 0 0
NVIDIA CORP COM 67066G104 40 300 SH   SOLE   300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 806 11,000 SH   SOLE   11,000 0 0
ORGANOVO HLDGS INC COM 68620A104 23 24,000 SH   SOLE   24,000 0 0
PIONEER NAT RES CO COM 723787107 789 6,000 SH   SOLE   6,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 99 5,000 SH   SOLE   5,000 0 0
QUANTA SVCS INC COM 74762E102 111,080 3,690,373 SH   SOLE   3,690,373 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 13,689 84,559 SH   SOLE   84,559 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,045 33,000 SH   SOLE   33,000 0 0
SHOPIFY INC CL A 82509L107 208 1,500 SH   SOLE   1,500 0 0
SPLUNK INC COM 848637104 5,452 52,000 SH   SOLE   52,000 0 0
SQUARE INC CL A 852234103 280 5,000 SH   SOLE   5,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,400 20,000 SH   SOLE   20,000 0 0
TARGA RES CORP COM 87612G101 7,924 220,000 SH   SOLE   220,000 0 0
TESLA INC COM 88160R101 14,643 44,000 SH   SOLE   44,000 0 0
TRIPADVISOR INC COM 896945201 108 2,000 SH   SOLE   2,000 0 0
TWILIO INC CL A 90138F102 2,679 30,000 SH   SOLE   30,000 0 0
TWITTER INC COM 90184L102 4,311 150,000 SH   SOLE   150,000 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 5,603 75,000 SH   SOLE   75,000 0 0
WALMART INC COM 931142103 932 10,000 SH   SOLE   10,000 0 0