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
ACACIA COMMUNICATIONS INC COM 00401C108 77 2,000 SH   SOLE 0 2,000 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 45 2,000 SH   SOLE 0 2,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 218 1,500 SH   SOLE 0 1,500 0 0
APPLE INC COM 037833100 2,190 13,050 SH   SOLE 0 13,050 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 25 1,000 SH   SOLE 0 1,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 172 26,000 SH   SOLE 0 26,000 0 0
CENTURY CMNTYS INC COM 156504300 2,995 100,000 SH   SOLE 0 100,000 0 0
CONCHO RES INC COM 20605P101 2,255 15,000 SH   SOLE 0 15,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,014 27,500 SH   SOLE 0 27,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,530 20,000 SH   SOLE 0 20,000 0 0
DYCOM INDS INC COM 267475101 646 6,000 SH   SOLE 0 6,000 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 66 10,800 SH   SOLE 0 10,800 0 0
FLEXION THERAPEUTICS INC COM 33938J106 14,981 668,500 SH   SOLE 0 668,500 0 0
FLOTEK INDS INC DEL COM 343389102 1,904 312,136 SH   SOLE 0 312,136 0 0
FORTINET INC COM 34959E109 54 1,000 SH   SOLE 0 1,000 0 0
GENERAL MTRS CO COM 37045V100 9 234 SH   SOLE 0 234 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,191 112,380 SH   SOLE 0 112,380 0 0
IAC INTERACTIVECORP COM 44919P508 313 2,000 SH   SOLE 0 2,000 0 0
LOGMEIN INC COM 54142L109 653 5,647 SH   SOLE 0 5,647 0 0
MASTEC INC COM 576323109 210,927 4,483,036 SH   SOLE 0 4,483,036 0 0
MYR GROUP INC DEL COM 55405W104 37 1,200 SH   SOLE 0 1,200 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 275 98,000 SH   SOLE 0 98,000 0 0
NEXTERA ENERGY INC COM 65339f101 212 1,300 SH   SOLE 0 1,300 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 11,025 700,000 SH   SOLE 0 700,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,170 10,000 SH   SOLE 0 10,000 0 0
OCLARO INC COM NEW 67555N206 478 50,000 SH   SOLE 0 50,000 0 0
ORBCOMM INC COM 68555P100 937 100,000 SH   SOLE 0 100,000 0 0
ORGANOVO HLDGS INC COM 68620A104 25 24,000 SH   SOLE 0 24,000 0 0
PFIZER INC COM 717081103 355 10,000 SH   SOLE 0 10,000 0 0
QUANTA SVCS INC COM 74762E102 154,588 4,500,381 SH   SOLE 0 4,500,381 0 0
RSP PERMIAN INC COM 74978Q105 469 10,000 SH   SOLE 0 10,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 14,453 84,559 SH   SOLE 0 84,559 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 3,136 36,571 SH   SOLE 0 36,571 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 704 20,000 SH   SOLE 0 20,000 0 0
SPLUNK INC COM 848637104 197 2,000 SH   SOLE 0 2,000 0 0
SQUARE INC CL A 852234103 172 3,500 SH   SOLE 0 3,500 0 0
U S SILICA HLDGS INC COM 90346E103 102 4,000 SH   SOLE 0 4,000 0 0
UNITED RENTALS INC COM 911363109 35,066 203,008 SH   SOLE 0 203,008 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2,779 40,000 SH   SOLE 0 40,000 0 0
WARRIOR MET COAL INC COM 93627C101 560 20,000 SH   SOLE 0 20,000 0 0
WESCO INTL INC COM 95082P105 17,269 278,310 SH   SOLE 0 278,310 0 0
WPX ENERGY INC COM 98212B103 28,945 1,958,417 SH   SOLE 0 1,958,417 0 0