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 |
ALKALINE WTR CO INC | COM NEW | 01643A207 | 477 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 135 | 2,705 | SH | SOLE | 2,705 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027x100 | 398 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
ANTARES PHARMA INC | COM | 036642106 | 91 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 566 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 1,391 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,015 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 136 | 600 | SH | SOLE | 600 | 0 | 0 | ||
COVETRUS INC | COM | 22304C100 | 54 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 1,679 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 3,033 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
CYRUSONE INC | COM | 23283R100 | 155 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 947 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 502 | 2,970 | SH | SOLE | 2,970 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 78,309 | 1,099,227 | SH | SOLE | 1,099,227 | 0 | 0 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 9,580 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 2,164 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EOG RES INC | COM | 26875p101 | 96 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 474 | 600 | SH | SOLE | 600 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045v100 | 527 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
IAC INTERACTIVECORP NEW | COM NEW | 44891N208 | 261 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
IDEXX LABS INC | COM | 45168D104 | 498 | 800 | SH | SOLE | 800 | 0 | 0 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 2,012 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ISHARES TR | ISHARES BIOTECH | 464287556 | 1,213 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 137 | 400 | SH | SOLE | 400 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 74,127 | 859,139 | SH | SOLE | 859,139 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 24,392 | 101,165 | SH | SOLE | 101,165 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339f101 | 408 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 1,507 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
NOVO-NORDISK A S | ADR | 670100205 | 2,439 | 25,400 | SH | SOLE | 25,400 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,959 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 2,239 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 4,588 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 633,364 | 5,564,611 | SH | SOLE | 5,564,611 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 605 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 24,387 | 73,774 | SH | SOLE | 73,774 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 475 | 350 | SH | SOLE | 350 | 0 | 0 | ||
SILICON LABORATORIES INC | COM | 826919102 | 7,336 | 52,342 | SH | SOLE | 52,342 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 9,695 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 1,246 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TELADOC HEALTH INC | COM | 87918A105 | 76 | 600 | SH | SOLE | 600 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 162 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
VIMEO INC | COMMON STOCK | 92719V100 | 95 | 3,247 | SH | SOLE | 3,247 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 135 | 800 | SH | SOLE | 800 | 0 | 0 | ||
WARRIOR MET COAL INC | COM | 93627C101 | 465 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 220,824 | 1,914,881 | SH | SOLE | 1,914,881 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 10,376 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 194 | 1,000 | SH | SOLE | 1,000 | 0 | 0 |