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
ALPHA METALLURGICAL RESOUR I COM 020764106 1,320 10,000 SH   SOLE   10,000 0 0
AMERICAN TOWER CORP NEW COM 03027x100 207 825 SH   SOLE   825 0 0
APPLE INC COM 037833100 384 2,200 SH   SOLE   2,200 0 0
ARCH RESOURCES INC CL A 03940R107 2,061 15,000 SH   SOLE   15,000 0 0
AT&T INC COM 00206R102 709 30,000 SH   SOLE   30,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 2,086 57,300 SH   SOLE   57,300 0 0
BARRICK GOLD CORP COM 067901108 49,060 2,000,000 SH   SOLE   2,000,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 158 830 SH   SOLE   830 0 0
COVETRUS INC COM 22304C100 53 3,150 SH   SOLE   3,150 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 762 4,126 SH   SOLE   4,126 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,112 30,000 SH   SOLE   30,000 0 0
DYCOM INDS INC COM 267475101 182,707 1,917,987 SH   SOLE   1,917,987 0 0
ENBRIDGE INC COM 29250N105 461 10,000 SH   SOLE   10,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 3,357 300,000 SH   SOLE   300,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,032 40,000 SH   SOLE   40,000 0 0
EOG RES INC COM 26875p101 143 1,200 SH   SOLE   1,200 0 0
EQUINIX INC COM PAR $0.001 29444U700 245 330 SH   SOLE   330 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 2,954 350,000 SH   SOLE   350,000 0 0
FLEX LNG LTD SHS G35947202 285 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045v100 437 10,000 SH   SOLE   10,000 0 0
IDEXX LABS INC COM 45168D104 241 440 SH   SOLE   440 0 0
ISHARES TR NASDAQ BIOTECH 464287556 977 7,500 SH   SOLE   7,500 0 0
ISHARES TR US AER DEF ETF 464288760 166 1,500 SH   SOLE   1,500 0 0
KINDER MORGAN INC DEL COM 49456B101 2,837 150,000 SH   SOLE   150,000 0 0
NEXTERA ENERGY INC COM 65339f101 440 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 834 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104 82 300 SH   SOLE   300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,776 15,000 SH   SOLE   15,000 0 0
PAYPAL HLDGS INC COM 70450Y103 87 750 SH   SOLE   750 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 5,120 250,000 SH   SOLE   250,000 0 0
QUANTA SCVS INC COM 74762E102 718,684 5,460,711 SH   SOLE   5,460,711 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 24,985 72,609 SH   SOLE   72,609 0 0
SHOPIFY INC CL A 82509L107 130 193 SH   SOLE   193 0 0
SPDR GOLD TR GOLD SHS 78463v107 9,033 50,000 SH   SOLE   50,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 2,018 15,000 SH   SOLE   15,000 0 0
SPINNAKER ETF SERIES CANNABIS ETF 84858T400 181 23,963 SH   SOLE   23,963 0 0
TC ENERGY CORP COM 87807B107 1,693 30,000 SH   SOLE   30,000 0 0
TECK RESOURCES LTD CL B 878742204 16,560 410,000 SH   SOLE   410,000 0 0
UNITED RENTALS INC COM 911363109 1,575 4,433 SH   SOLE   4,433 0 0
VIMEO INC COMMON STOCK 92719V100 21 1,786 SH   SOLE   1,786 0 0
WARRIOR MET COAL INC COM 93627C101 186 5,000 SH   SOLE   5,000 0 0
WESCO INTL INC COM 95082P105 259,048 1,990,536 SH   SOLE   1,990,536 0 0
WILLIAMS COS INC COM 969457100 5,012 150,000 SH   SOLE   150,000 0 0
ZOETIS INC CL A 98978V103 104 550 SH   SOLE   550 0 0