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 US CANNABIS 00768Y453 668 16,688 SH   SOLE   16,688 0 0
ALKALINE WTR CO INC COM NEW 01643A207 459 300,000 SH   SOLE   300,000 0 0
AMAZON COM INC COM 023135106 244 71 SH   SOLE   71 0 0
AMERICAN TOWER CORP NEW COM 03027x100 405 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 109 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 548 4,000 SH   SOLE   4,000 0 0
BANK HAWAII CORP COM 062540109 93 1,100 SH   SOLE   1,100 0 0
CHEVRON CORP NEW COM 166764100 1,047 10,000 SH   SOLE   10,000 0 0
CIMAREX ENERGY CO COM 171798101 1,811 25,000 SH   SOLE   25,000 0 0
CITIGROUP INC COM NEW 172967424 2,123 30,000 SH   SOLE   30,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 71,877 3,333,800 SH   SOLE   3,333,800 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 152 600 SH   SOLE   600 0 0
COVETRUS INC COM 22304C100 81 3,000 SH   SOLE   3,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 11,357 76,500 SH   SOLE   76,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,414 17,500 SH   SOLE   17,500 0 0
CYRUSONE INC COM 23283R100 143 2,000 SH   SOLE   2,000 0 0
DARDEN RESTAURANTS INC COM 237194105 6,365 43,597 SH   SOLE   43,597 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,817 30,000 SH   SOLE   30,000 0 0
DISNEY WALT CO COM 254687106 522 2,970 SH   SOLE   2,970 0 0
DYCOM INDS INC COM 267475101 72,546 973,384 SH   SOLE   973,384 0 0
EQUINIX INC COM 29444U700 482 600 SH   SOLE   600 0 0
EXXON MOBIL CORP COM 30231G102 25,232 400,000 SH   SOLE   400,000 0 0
F N B CORP COM 302520101 92 7,500 SH   SOLE   7,500 0 0
GENERAL MTRS CO COM 37045v100 706 11,928 SH   SOLE   11,928 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 308 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 505 800 SH   SOLE   800 0 0
IMAX CORP COM 45245E109 5,590 260,000 SH   SOLE   260,000 0 0
ISHARES TR ISHARES BIOTECH 464287556 1,227 7,500 SH   SOLE   7,500 0 0
KINDER MORGAN INC DEL COM 49456B101 456 25,000 SH   SOLE   25,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 141 400 SH   SOLE   400 0 0
MASTEC INC COM 576323109 29,339 276,521 SH   SOLE   276,521 0 0
MCDONALDS CORP COM 580135101 80 345 SH   SOLE   345 0 0
NEXTERA ENERGY INC COM 65339f101 381 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,527 20,000 SH   SOLE   20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,057 10,000 SH   SOLE   10,000 0 0
PIONEER NAT RES CO COM 723787107 4,876 30,000 SH   SOLE   30,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 45 228 SH   SOLE   228 0 0
QUANTA SVCS INC COM 74762E102 513,410 5,668,654 SH   SOLE   5,668,654 0 0
REGENERON PHARMACEUTICALS COM 75886F107 559 1,000 SH   SOLE   1,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 23,512 73,774 SH   SOLE   73,774 0 0
SHOPIFY INC CL A 82509L107 511 350 SH   SOLE   350 0 0
SILICON LABORATORIES INC COM 826919102 16,873 110,104 SH   SOLE   110,104 0 0
SOUTHWESTERN ENERGY CO COM 845467109 284 50,000 SH   SOLE   50,000 0 0
TILRAY INC COM CL 2 88688T100 303 16,762 SH   SOLE   16,762 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 168 3,000 SH   SOLE   3,000 0 0
VIACOMCBS INC CL B 92556H206 904 20,000 SH   SOLE   20,000 0 0
VIATRIS INC COM 92556V106 214 15,000 SH   SOLE   15,000 0 0
VIMEO INC COMMON STOCK 92719V100 159 3,247 SH   SOLE   3,247 0 0
VULCAN MATLS CO COM 929160109 139 800 SH   SOLE   800 0 0
WESCO INTL INC COM 95082P105 192,241 1,869,684 SH   SOLE   1,869,684 0 0
ZOETIS INC CL A 98978V103 186 1,000 SH   SOLE   1,000 0 0