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
ADVISORSHARES TR PURE CANNABIS 00768Y495 236 10,000 SH   SOLE   10,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 848 20,000 SH   SOLE   20,000 0 0
ALKALINE WTR CO INC COM NEW 01643A207 327 300,000 SH   SOLE   300,000 0 0
ALPHABET INC CAP STK CL A 02079K305 258 125 SH   SOLE   125 0 0
AMERICAN TOWER CORP NEW COM 03027x100 359 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 103 25,000 SH   SOLE   25,000 0 0
APHRIA INC COM 03765K104 276 15,000 SH   SOLE   15,000 0 0
APPLE INC COM 037833100 489 4,000 SH   SOLE   4,000 0 0
BANK HAWAII CORP COM 062540109 98 1,100 SH   SOLE   1,100 0 0
CHEESECAKE FACTORY INC COM 163072101 4,232 72,337 SH   SOLE   72,337 0 0
CHEVRON CORP NEW COM 166764100 2,096 20,000 SH   SOLE   20,000 0 0
CITIGROUP INC COM NEW 172967424 2,183 30,000 SH   SOLE   30,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 36,198 1,800,000 SH   SOLE   1,800,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 12,651 823,653 SH   SOLE   823,653 0 0
COVETRUS INC COM 22304C100 90 3,000 SH   SOLE   3,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 11,497 66,500 SH   SOLE   66,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,012 17,500 SH   SOLE   17,500 0 0
CYRUSONE INC COM 23283R100 135 2,000 SH   SOLE   2,000 0 0
DARDEN RESTAURANTS INC COM 237194105 4,061 28,597 SH   SOLE   28,597 0 0
DIAMONDBACK ENERGY INC COM 25278X109 184 2,500 SH   SOLE   2,500 0 0
DISNEY WALT CO COM 254687106 399 2,165 SH   SOLE   2,165 0 0
DYCOM INDS INC COM 267475101 67,564 727,665 SH   SOLE   727,665 0 0
EOG RES INC COM 26875p101 363 5,000 SH   SOLE   5,000 0 0
EQUINIX INC COM 29444U700 408 600 SH   SOLE   600 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 8,609 1,055,026 SH   SOLE   1,055,026 0 0
F N B CORP COM 302520101 95 7,500 SH   SOLE   7,500 0 0
FLOTEK INDS INC DEL COM 343389102 67 40,000 SH   SOLE   40,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,603 322,000 SH   SOLE   322,000 0 0
GENERAL MTRS CO COM 37045v100 685 11,928 SH   SOLE   11,928 0 0
IAC INTERACTIVECORP NEW COM 44891N109 433 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 391 800 SH   SOLE   800 0 0
IMAX CORP COM 45245E109 8,643 430,000 SH   SOLE   430,000 0 0
ISHARES TR NASDAQ BIOTECH 464287556 1,129 7,500 SH   SOLE   7,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 243 1,100 SH   SOLE   1,100 0 0
MARTIN MARIETTA MATLS INC COM 573284106 134 400 SH   SOLE   400 0 0
MASTEC INC COM 576323109 39,968 426,557 SH   SOLE   426,557 0 0
NEXTERA ENERGY INC COM 65339f101 393 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,458 20,000 SH   SOLE   20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,013 10,000 SH   SOLE   10,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 39 228 SH   SOLE   228 0 0
PRIMORIS SVCS CORP COM 74164F103 414 12,500 SH   SOLE   12,500 0 0
QUANTA SVCS INC COM 74762E102 499,960 5,682,654 SH   SOLE   5,682,654 0 0
REGENERON PHARMACEUTICALS COM 75886F107 473 1,000 SH   SOLE   1,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 20,531 73,974 SH   SOLE   73,974 0 0
SELECT SECTOR SPDR TR ENERGY 81369y506 491 10,000 SH   SOLE   10,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,328 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107 387 350 SH   SOLE   350 0 0
SILICON LABORATORIES INC COM 826919102 11,300 80,104 SH   SOLE   80,104 0 0
SOUTHWESTERN ENERGY CO COM 845467109 233 50,000 SH   SOLE   50,000 0 0
SPLUNK INC COM 848637104 271 2,000 SH   SOLE   2,000 0 0
TECK RESOURCES LTD CL B 878742204 32,758 1,707,900 SH   SOLE   1,707,900 0 0
TWITTER INC COM 90184L102 10,817 170,000 SH   SOLE   170,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 174 3,000 SH   SOLE   3,000 0 0
VIATRIS INC COM 92556V106 210 15,000 SH   SOLE   15,000 0 0
VULCAN MATLS CO COM 929160109 135 800 SH   SOLE   800 0 0
WESCO INTL INC COM 95082P105 150,624 1,740,716 SH   SOLE   1,740,716 0 0
ZOETIS INC CL A 98978V103 157 1,000 SH   SOLE   1,000 0 0