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 134 2,000 SH   SOLE   2,000 0 0
ADVANCED ENERGY INDS COM 007973100 63 1,300 SH   SOLE   1,300 0 0
ALKALINE WTR CO INC COM NEW 01643A207 184 306,286 SH   SOLE   306,286 0 0
ALPHABET INC CAP STK CL A 02079K305 4,220 3,632 SH   SOLE   3,632 0 0
AMAZON COM INC COM 023135106 27,296 14,000 SH   SOLE   14,000 0 0
AMERICAN TOWER CORP NEW COM 03027x100 327 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 59 25,000 SH   SOLE   25,000 0 0
APHRIA INC COM 03765K104 765 250,000 SH   SOLE   250,000 0 0
APPLE INC COM 037833100 401 1,575 SH   SOLE   1,575 0 0
BANK HAWAII CORP COM 062540109 61 1,100 SH   SOLE   1,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 180 3,225 SH   SOLE   3,225 0 0
CIRCOR INTL INC COM 17273K109 14 1,200 SH   SOLE   1,200 0 0
COMMERCIAL METALS CO COM 201723103 51 3,200 SH   SOLE   3,200 0 0
COVETRUS INC COM 22304C100 24 3,000 SH   SOLE   3,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 925 21,821 SH   SOLE   21,821 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,083 7,500 SH   SOLE   7,500 0 0
CYRUSONE INC COM 23283R100 124 2,000 SH   SOLE   2,000 0 0
DYCOM INDS INC COM 267475101 13,005 507,007 SH   SOLE   507,007 0 0
EQUINIX INC COM 29444U700 375 600 SH   SOLE   600 0 0
F N B CORP COM 302520101 55 7,500 SH   SOLE   7,500 0 0
FACEBOOK INC CL A 30303m102 1,001 6,000 SH   SOLE   6,000 0 0
FEDEX CORP COM 31428X106 1,213 10,000 SH   SOLE   10,000 0 0
FERRO CORP COM 315405100 67 7,200 SH   SOLE   7,200 0 0
FLEX LTD ORD Y2573F102 67 8,000 SH   SOLE   8,000 0 0
FORTINET INC COM 34959e109 101 1,000 SH   SOLE   1,000 0 0
GENERAL MTRS CO COM 37045v100 5 234 SH   SOLE   234 0 0
IAC INTERACTIVECORP COM 44919P508 358 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 194 800 SH   SOLE   800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 309 2,700 SH   SOLE   2,700 0 0
MAXIMUS INC COM 577933104 349 6,000 SH   SOLE   6,000 0 0
MICROSOFT CORP COM 594918104 1,844 11,690 SH   SOLE   11,690 0 0
NETFLIX INC COM 64110L106 1,878 5,000 SH   SOLE   5,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 78 900 SH   SOLE   900 0 0
NEXTERA ENERGY INC COM 65339f101 313 1,300 SH   SOLE   1,300 0 0
NVIDIA CORP COM 67066G104 211 800 SH   SOLE   800 0 0
NXP SEMICONDUCTORS N V COM N6596X109 912 11,000 SH   SOLE   11,000 0 0
QUANTA SVCS INC COM 74762E102 172,676 5,442,041 SH   SOLE   5,442,041 0 0
REGIONS FINANCIAL CORP NEW COM 7591ep100 126 14,100 SH   SOLE   14,100 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 18,725 69,359 SH   SOLE   69,359 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,442 30,390 SH   SOLE   30,390 0 0
SHOPIFY INC CL A 82509L107 625 1,500 SH   SOLE   1,500 0 0
SPLUNK INC COM 848637104 252 2,000 SH   SOLE   2,000 0 0
SQUARE INC CL A 852234103 262 5,000 SH   SOLE   5,000 0 0
TIMKEN CO COM 887389104 52 1,600 SH   SOLE   1,600 0 0
TRUIST FINL CORP COM 89832Q109 77 2,483 SH   SOLE   2,483 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,803 30,000 SH   SOLE   30,000 0 0
US BANCORP DEL COM NEW 902973304 84 2,450 SH   SOLE   2,450 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 161 3,000 SH   SOLE   3,000 0 0
WESCO INTL INC COM 95082P105 1,913 83,716 SH   SOLE   83,716 0 0
WESTERN ALLIANCE BANCORP COM 957638109 49 1,600 SH   SOLE   1,600 0 0
ZOETIS INC CL A 98978V103 118 1,000 SH   SOLE   1,000 0 0