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
ALASKA AIR GROUP INC COM 011659109 5,495 150,000 SH   SOLE   150,000 0 0
ALKALINE WTR CO INC COM NEW 01643A207 386 306,286 SH   SOLE   306,286 0 0
ALPHABET INC CAP STK CL A 02079K305 17,038 11,625 SH   SOLE   11,625 0 0
AMAZON COM INC COM 023135106 353 112 SH   SOLE   112 0 0
AMERICAN TOWER CORP NEW COM 03027x100 363 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 68 25,000 SH   SOLE   25,000 0 0
APHRIA INC COM 03765K104 8,929 2,015,515 SH   SOLE   2,015,515 0 0
APPLE INC COM 037833100 730 6,300 SH   SOLE   6,300 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 2,413 75,000 SH   SOLE   75,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 3,795 250,000 SH   SOLE   250,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,403 160,000 SH   SOLE   160,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,914 17,500 SH   SOLE   17,500 0 0
DYCOM INDS INC COM 267475101 317 6,000 SH   SOLE   6,000 0 0
EQUINIX INC COM 29444U700 456 600 SH   SOLE   600 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 5,499 650,000 SH   SOLE   650,000 0 0
FACEBOOK INC CL A 30303M102 6,418 24,505 SH   SOLE   24,505 0 0
FLOTEK INDS INC DEL COM 343389102 136 50,000 SH   SOLE   50,000 0 0
HOME DEPOT INC COM 437076102 268 965 SH   SOLE   965 0 0
IAC INTERACTIVECORP NEW COM 44891N109 240 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 314 800 SH   SOLE   800 0 0
ISHARES TR NASDAQ BIOTECH 464287556 2,031 15,000 SH   SOLE   15,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 404 2,700 SH   SOLE   2,700 0 0
MASTEC INC COM 576323109 16,455 389,924 SH   SOLE   389,924 0 0
MASTERCARD INCORPORATED CL A 57636q104 10,884 32,185 SH   SOLE   32,185 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,156 375,000 SH   SOLE   375,000 0 0
MICROSOFT CORP COM 594918104 304 1,445 SH   SOLE   1,445 0 0
NEXTERA ENERGY INC COM 65339f101 361 1,300 SH   SOLE   1,300 0 0
NUTRIEN LTD COM 67077M108 16,673 425,000 SH   SOLE   425,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,248 10,000 SH   SOLE   10,000 0 0
PG&E CORP COM 69331C108 9,581 1,020,319 SH   SOLE   1,020,319 0 0
QUANTA SVCS INC COM 74762E102 300,374 5,682,446 SH   SOLE   5,682,446 0 0
REGENERON PHARMACEUTICALS COM 75886F107 560 1,000 SH   SOLE   1,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 22,089 69,359 SH   SOLE   69,359 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,167 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107 1,534 1,500 SH   SOLE   1,500 0 0
SILICON LABORATORIES INC COM 826919102 5,178 52,920 SH   SOLE   52,920 0 0
SMUCKER J M CO COM NEW 832696405 1,155 10,000 SH   SOLE   10,000 0 0
SOUTHWEST AIRLS CO COM 844741108 3,750 100,000 SH   SOLE   100,000 0 0
SPLUNK INC COM 848637104 376 2,000 SH   SOLE   2,000 0 0
SQUARE INC CL A 852234103 813 5,000 SH   SOLE   5,000 0 0
TJX COS INC NEW COM 872540109 5,565 100,000 SH   SOLE   100,000 0 0
VISA INC COM CL A 92826C839 12,056 60,290 SH   SOLE   60,290 0 0
WALMART INC COM 931142103 6,996 50,000 SH   SOLE   50,000 0 0
WESCO INTL INC COM 95082P105 69,935 1,588,716 SH   SOLE   1,588,716 0 0