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 354 300,000 SH   SOLE   300,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 611 10,000 SH   SOLE   10,000 0 0
AMERICAN TOWER CORP NEW COM 03027x100 241 825 SH   SOLE   825 0 0
APPLE INC COM 037833100 391 2,200 SH   SOLE   2,200 0 0
ARCH RESOURCES INC CL A 03940R107 1,370 15,000 SH   SOLE   15,000 0 0
CHEVRON CORP NEW COM 166764100 1,174 10,000 SH   SOLE   10,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 159 630 SH   SOLE   630 0 0
COVETRUS INC COM 22304C100 63 3,150 SH   SOLE   3,150 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 861 4,126 SH   SOLE   4,126 0 0
CYRUSONE INC COM 23283R100 99 1,100 SH   SOLE   1,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,079 10,000 SH   SOLE   10,000 0 0
DISNEY WALT CO COM 254687106 460 2,970 SH   SOLE   2,970 0 0
DYCOM INDS INC COM 267475101 137,661 1,468,230 SH   SOLE   1,468,230 0 0
EOG RES INC COM 26875p101 107 1,200 SH   SOLE   1,200 0 0
EQUINIX INC COM PAR $0.001 29444U700 279 330 SH   SOLE   330 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,504 60,000 SH   SOLE   60,000 0 0
GENERAL MTRS CO COM 37045v100 586 10,000 SH   SOLE   10,000 0 0
IAC INTERACTIVECORP COM NEW 44891N208 144 1,100 SH   SOLE   1,100 0 0
IDEXX LABS INC COM 45168D104 290 440 SH   SOLE   440 0 0
ISHARES TR NASDAQ BIOTECH 464287556 1,145 7,500 SH   SOLE   7,500 0 0
ISHARES TR R2000 464287655 33,368 150,000 SH   SOLE   150,000 0 0
LEMONADE INC COM 52567D107 25 600 SH   SOLE   600 0 0
MARTIN MARIETTA MATLS INC COM 573284106 97 220 SH   SOLE   220 0 0
MASTEC INC COM 576323109 130,958 1,419,139 SH   SOLE   1,419,139 0 0
MCDONALDS CORP COM 580135101 462 1,725 SH   SOLE   1,725 0 0
NEXTERA ENERGY INC COM 65339f101 485 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 844 10,000 SH   SOLE   10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,417 15,000 SH   SOLE   15,000 0 0
PAYPAL HLDGS INC COM 70450Y103 94 500 SH   SOLE   500 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 4,223 250,000 SH   SOLE   250,000 0 0
QUANTA SCVS INC COM 74762E102 634,151 5,530,711 SH   SOLE   5,530,711 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 28,052 72,109 SH   SOLE   72,109 0 0
SHOPIFY INC CL A 82509L107 266 193 SH   SOLE   193 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464a730 2,876 30,000 SH   SOLE   30,000 0 0
SPINNAKER ETF SERIES CANNABIS ETF 84858T400 247 28,963 SH   SOLE   28,963 0 0
TECK RESOURCES LTD CL B 878742204 1,153 40,000 SH   SOLE   40,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 86 1,650 SH   SOLE   1,650 0 0
VIMEO INC COMMON STOCK 92719V100 32 1,786 SH   SOLE   1,786 0 0
VULCAN MATLS CO COM 929160109 91 440 SH   SOLE   440 0 0
WARRIOR MET COAL INC COM 93627C101 257 10,000 SH   SOLE   10,000 0 0
WESCO INTL INC COM 95082P105 253,295 1,924,881 SH   SOLE   1,924,881 0 0
ZOETIS INC CL A 98978V103 134 550 SH   SOLE   550 0 0