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
ALPHABET INC CAP STK CL A 02079K305 10,711 11,000 SH   SOLE 11,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 13,985 1,246,400 SH   SOLE 1,246,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,622 26,500 SH   SOLE 26,500 0 0
APPLE INC COM 037833100 2,011 13,050 SH   SOLE 13,050 0 0
BIOTELEMETRY INC COM 090672106 330 10,000 SH   SOLE 10,000 0 0
CALPINE CORP COM NEW 131347304 947 64,190 SH   SOLE 64,190 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 236 26,000 SH   SOLE 26,000 0 0
CONCHO RES INC COM 20605P101 1,976 15,000 SH   SOLE 15,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 24,644 150,000 SH   SOLE 150,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,749 57,500 SH   SOLE 57,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,959 20,000 SH   SOLE 20,000 0 0
DYCOM INDS INC COM 267475101 2,662 31,000 SH   SOLE 31,000 0 0
EDITAS MEDICINE INC COM 28106W103 3,560 148,258 SH   SOLE 148,258 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 89 10,800 SH   SOLE 10,800 0 0
FLEXION THERAPEUTICS INC COM 33938J106 2,418 100,000 SH   SOLE 100,000 0 0
FLOTEK INDS INC DEL COM 343389102 2,059 442,837 SH   SOLE 442,837 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 640 67,380 SH   SOLE 67,380 0 0
IAC INTERACTIVECORP COM 44919P508 235 2,000 SH   SOLE 2,000 0 0
JUNO THERAPEUTICS INC COM 48205A109 25,570 570,000 SH   SOLE 570,000 0 0
LILIS ENERGY INC COM NEW 532403201 335 75,005 SH   SOLE 75,005 0 0
LOGMEIN INC COM 54142L109 621 5,647 SH   SOLE 5,647 0 0
MASTEC INC COM 576323109 221,071 4,764,462 SH   SOLE 4,764,462 0 0
NEWFIELD EXPL CO COM 651290108 30,597 1,031,246 SH   SOLE 1,031,246 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 157 10,000 SH Call SOLE 10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,131 10,000 SH   SOLE 10,000 0 0
OCLARO INC COM NEW 67555N206 345 40,000 SH   SOLE 40,000 0 0
ORGANOVO HLDGS INC COM 68620A104 53 24,000 SH   SOLE 24,000 0 0
PFIZER INC COM 717081103 357 10,000 SH   SOLE 10,000 0 0
PRIMORIS SVCS CORP COM 74164F103 736 25,000 SH   SOLE 25,000 0 0
QUANTA SVCS INC COM 74762E102 177,689 4,754,856 SH   SOLE 4,754,856 0 0
RSP PERMIAN INC COM 74978Q105 692 20,000 SH   SOLE 20,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 12,541 87,059 SH   SOLE 87,059 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 35,283 1,035,000 SH   SOLE 1,035,000 0 0
SQUARE INC CL A 852234103 288 10,000 SH   SOLE 10,000 0 0
T MOBILE US INC COM 872590104 1,851 30,000 SH Call SOLE 30,000 0 0
T MOBILE US INC COM 872590104 617 10,000 SH Put SOLE 10,000 0 0
T MOBILE US INC COM 872590104 1,850 30,000 SH   SOLE 30,000 0 0
TECK RESOURCES LTD CL B 878742204 3,796 180,000 SH   SOLE 180,000 0 0
UNITED RENTALS INC COM 911363109 2,081 15,000 SH   SOLE 15,000 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2,614 40,000 SH   SOLE 40,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 186 10,000 SH   SOLE 10,000 0 0
WARRIOR MET COAL INC COM 93627C101 236 10,000 SH   SOLE 10,000 0 0
WESCO INTL INC COM 95082P105 18,688 320,824 SH   SOLE 320,824 0 0
YAMANA GOLD INC COM 98462Y100 2,915 1,100,000 SH   SOLE 1,100,000 0 0