The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADOBE SYS INC | COM | 00724F101 | 4,343 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AK STL HLDG CORP | COM | 001547108 | 3,285 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,648 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 9,401 | 786,054 | SH | SOLE | 786,054 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,506 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,159 | 8,050 | SH | SOLE | 8,050 | 0 | 0 | ||
CALPINE CORP | COM NEW | 131347304 | 868 | 64,190 | SH | SOLE | 64,190 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 638 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 245 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
CONCHO RES INC | COM | 20605P101 | 1,823 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 3,757 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,332 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 54,553 | 609,389 | SH | SOLE | 609,389 | 0 | 0 | ||
EMERGE ENERGY SVCS LP | COM REP PARTN | 29102H108 | 97 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 4,526 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 1,994 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FLOTEK INDS INC DEL | COM | 343389102 | 3,551 | 397,236 | SH | SOLE | 397,236 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 1,056 | 30,234 | SH | SOLE | 30,234 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 26,628 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
HI-CRUSH PARTNERS LP | COM UNIT LTD | 428337109 | 1,165 | 107,380 | SH | SOLE | 107,380 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 206 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
INFINERA CORPORATION | COM | 45667G103 | 2,241 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
LILIS ENERGY INC | COM NEW | 532403201 | 245 | 50,005 | SH | SOLE | 50,005 | 0 | 0 | ||
LOGMEIN INC | COM | 54142L109 | 590 | 5,647 | SH | SOLE | 5,647 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 215,115 | 4,764,462 | SH | SOLE | 4,764,462 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 6,409 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,240 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 3,447 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 1,518 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
NEWFIELD EXPL CO | COM | 651290108 | 34,494 | 1,212,012 | SH | SOLE | 1,212,012 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 783 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 1,757 | 87,200 | SH | SOLE | 87,200 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,095 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
OCLARO INC | COM NEW | 67555N206 | 374 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ORGANOVO HLDGS INC | COM | 68620A104 | 63 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 336 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 798 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 150,263 | 4,564,485 | SH | SOLE | 4,564,485 | 0 | 0 | ||
RSP PERMIAN INC | COM | 74978Q105 | 1,614 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 1,732 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 21,865 | 162,085 | SH | SOLE | 162,085 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 3,510 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 3,728 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 235 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 1,819 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 135 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | |
TIMKENSTEEL CORP | COM | 887399103 | 384 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 3,871 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 15,883 | 277,185 | SH | SOLE | 277,185 | 0 | 0 | ||
WPX ENERGY INC | COM | 98212B103 | 15,525 | 1,607,190 | SH | SOLE | 1,607,190 | 0 | 0 |