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 88 1,300 SH   SOLE   1,300 0 0
ALKALINE WTR CO INC COM NEW 01643A207 438 306,286 SH   SOLE   306,286 0 0
ALPHABET INC CAP STK CL A 02079K305 2,127 1,500 SH   SOLE   1,500 0 0
AMAZON COM INC COM 023135106 309 112 SH   SOLE   112 0 0
AMERICAN TOWER CORP NEW COM 03027X100 388 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 69 25,000 SH   SOLE   25,000 0 0
APHRIA INC COM 03765K104 5,363 1,250,000 SH   SOLE   1,250,000 0 0
APPLE INC COM 037833100 2,399 6,575 SH   SOLE   6,575 0 0
BANK HAWAII CORP COM 062540109 68 1,100 SH   SOLE   1,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 190 3,225 SH   SOLE   3,225 0 0
COMMERCIAL METALS CO COM 201723103 65 3,200 SH   SOLE   3,200 0 0
COVETRUS INC COM 22304C100 54 3,000 SH   SOLE   3,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 501 5,000 SH   SOLE   5,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,255 7,500 SH   SOLE   7,500 0 0
CYRUSONE INC COM 23283R100 146 2,000 SH   SOLE   2,000 0 0
DYCOM INDS INC COM 267475101 4,334 106,000 SH   SOLE   106,000 0 0
DYNATRACE INC COM 268150109 1,421 35,000 SH   SOLE   35,000 0 0
ELECTRONIC ARTS INC COM 285512109 14,526 110,000 SH   SOLE   110,000 0 0
EQUINIX INC COM 29444U700 421 600 SH   SOLE   600 0 0
F N B CORP COM 302520101 56 7,500 SH   SOLE   7,500 0 0
FLEX LTD ORD Y2573F102 82 8,000 SH   SOLE   8,000 0 0
FLOTEK INDS INC DEL COM 343389102 60 50,000 SH   SOLE   50,000 0 0
FORTINET INC COM 34959E109 137 1,000 SH   SOLE   1,000 0 0
GENERAL MTRS CO COM 37045V100 6 234 SH   SOLE   234 0 0
HOME DEPOT INC COM 437076102 242 965 SH   SOLE   965 0 0
IAC INTERACTIVECORP COM 44919P508 647 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 264 800 SH   SOLE   800 0 0
ISHARES TR NASDAQ BIOTECH 464287556 2,050 15,000 SH   SOLE   15,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 387 2,700 SH   SOLE   2,700 0 0
LOWES COS INC COM 548661107 5,265 38,963 SH   SOLE   38,963 0 0
MARTIN MARIETTA MATLS INC COM 573284106 83 400 SH   SOLE   400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 55 185 SH   SOLE   185 0 0
MATADOR RES CO COM 576485205 425 50,000 SH   SOLE   50,000 0 0
MAXIMUS INC COM 577933104 70 1,000 SH   SOLE   1,000 0 0
MICRON TECHNOLOGY INC COM 595112103 44 860 SH   SOLE   860 0 0
MICROSOFT CORP COM 594918104 294 1,445 SH   SOLE   1,445 0 0
NETFLIX INC COM 64110L106 2,275 5,000 SH   SOLE   5,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 110 900 SH   SOLE   900 0 0
NEXTERA ENERGY INC COM 65339F101 312 1,300 SH   SOLE   1,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,140 10,000 SH   SOLE   10,000 0 0
PG&E CORP COM 69331C108 2,661 300,000 SH   SOLE   300,000 0 0
QUANTA SVCS INC COM 74762E102 223,070 5,686,204 SH   SOLE   5,686,204 0 0
REGENERON PHARMACEUTICALS COM 75886F107 624 1,000 SH   SOLE   1,000 0 0
SALESFORCE COM INC COM 79466L302 1,124 6,000 SH   SOLE   6,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 20,663 69,359 SH   SOLE   69,359 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4,220 40,390 SH   SOLE   40,390 0 0
SHOPIFY INC CL A 82509L107 1,424 1,500 SH   SOLE   1,500 0 0
SILICON LABORATORIES INC COM 826919102 3,008 30,000 SH   SOLE   30,000 0 0
SMUCKER J M CO COM NEW 832696405 1,058 10,000 SH   SOLE   10,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 7,532 45,000 SH   SOLE   45,000 0 0
SPLUNK INC COM 848637104 397 2,000 SH   SOLE   2,000 0 0
SQUARE INC CL A 852234103 525 5,000 SH   SOLE   5,000 0 0
TWILIO INC CL A 90138F102 45 205 SH   SOLE   205 0 0
US BANCORP DEL COM NEW 902973304 90 2,450 SH   SOLE   2,450 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 165 3,000 SH   SOLE   3,000 0 0
VISA INC COM CL A 92826C839 56 290 SH   SOLE   290 0 0
VULCAN MATLS CO COM 929160109 93 800 SH   SOLE   800 0 0
WESCO INTL INC COM 95082P105 43,491 1,238,716 SH   SOLE   1,238,716 0 0
WORKDAY INC CL A 98138H101 34 180 SH   SOLE   180 0 0
ZOETIS INC CL A 98978V103 137 1,000 SH   SOLE   1,000 0 0