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
ALKALINE WTR CO INC COM NEW 01643A207 477 300,000 SH   SOLE   300,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 135 2,705 SH   SOLE   2,705 0 0
AMERICAN TOWER CORP NEW COM 03027x100 398 1,500 SH   SOLE   1,500 0 0
ANTARES PHARMA INC COM 036642106 91 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 566 4,000 SH   SOLE   4,000 0 0
ARCH RESOURCES INC CL A 03940R107 1,391 15,000 SH   SOLE   15,000 0 0
CHEVRON CORP NEW COM 166764100 1,015 10,000 SH   SOLE   10,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 136 600 SH   SOLE   600 0 0
COVETRUS INC COM 22304C100 54 3,000 SH   SOLE   3,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1,679 15,000 SH   SOLE   15,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,033 17,500 SH   SOLE   17,500 0 0
CYRUSONE INC COM 23283R100 155 2,000 SH   SOLE   2,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 947 10,000 SH   SOLE   10,000 0 0
DISNEY WALT CO COM 254687106 502 2,970 SH   SOLE   2,970 0 0
DYCOM INDS INC COM 267475101 78,309 1,099,227 SH   SOLE   1,099,227 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 9,580 1,000,000 SH   SOLE   1,000,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 2,164 100,000 SH   SOLE   100,000 0 0
EOG RES INC COM 26875p101 96 1,200 SH   SOLE   1,200 0 0
EQUINIX INC COM 29444U700 474 600 SH   SOLE   600 0 0
GENERAL MTRS CO COM 37045v100 527 10,000 SH   SOLE   10,000 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 261 2,000 SH   SOLE   2,000 0 0
IDEXX LABS INC COM 45168D104 498 800 SH   SOLE   800 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 2,012 15,000 SH   SOLE   15,000 0 0
ISHARES TR ISHARES BIOTECH 464287556 1,213 7,500 SH   SOLE   7,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106 137 400 SH   SOLE   400 0 0
MASTEC INC COM 576323109 74,127 859,139 SH   SOLE   859,139 0 0
MCDONALDS CORP COM 580135101 24,392 101,165 SH   SOLE   101,165 0 0
NEXTERA ENERGY INC COM 65339f101 408 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,507 20,000 SH   SOLE   20,000 0 0
NOVO-NORDISK A S ADR 670100205 2,439 25,400 SH   SOLE   25,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,959 10,000 SH   SOLE   10,000 0 0
PENUMBRA INC COM 70975L107 2,239 8,400 SH   SOLE   8,400 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 4,588 250,000 SH   SOLE   250,000 0 0
QUANTA SVCS INC COM 74762E102 633,364 5,564,611 SH   SOLE   5,564,611 0 0
REGENERON PHARMACEUTICALS COM 75886F107 605 1,000 SH   SOLE   1,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 24,387 73,774 SH   SOLE   73,774 0 0
SHOPIFY INC CL A 82509L107 475 350 SH   SOLE   350 0 0
SILICON LABORATORIES INC COM 826919102 7,336 52,342 SH   SOLE   52,342 0 0
SOUTHWESTERN ENERGY CO COM 845467109 9,695 1,750,000 SH   SOLE   1,750,000 0 0
TECK RESOURCES LTD CL B 878742204 1,246 50,000 SH   SOLE   50,000 0 0
TELADOC HEALTH INC COM 87918A105 76 600 SH   SOLE   600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 162 3,000 SH   SOLE   3,000 0 0
VIMEO INC COMMON STOCK 92719V100 95 3,247 SH   SOLE   3,247 0 0
VULCAN MATLS CO COM 929160109 135 800 SH   SOLE   800 0 0
WARRIOR MET COAL INC COM 93627C101 465 20,000 SH   SOLE   20,000 0 0
WESCO INTL INC COM 95082P105 220,824 1,914,881 SH   SOLE   1,914,881 0 0
WILLIAMS COS INC COM 969457100 10,376 400,000 SH   SOLE   400,000 0 0
ZOETIS INC CL A 98978V103 194 1,000 SH   SOLE   1,000 0 0