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
AMAZON COM INC COM 023135106 4,248 40,000 SH   SOLE   40,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,804 300,000 SH   SOLE   300,000 0 0
APPLE INC COM 037833100 301 2,200 SH   SOLE   2,200 0 0
ARCH RESOURCES INC CL A 03940R107 2,146 15,000 SH   SOLE   15,000 0 0
AT&T INC COM 00206R102 838 40,000 SH   SOLE   40,000 0 0
BAIDU INC SPON ADR REP A 056752108 13,386 90,000 SH   SOLE   90,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 66 2,300 SH   SOLE   2,300 0 0
BUMBLE INC COM CL A 12047B105 4,180 148,500 SH   SOLE   148,500 0 0
CAESARS ENTERTAINMENT INC NE COM 127686100 3,830 100,000 SH   SOLE   100,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 2,028 25,000 SH   SOLE   25,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 39 830 SH   SOLE   830 0 0
COVETRUS INC COM 22304C100 65 3,150 SH   SOLE   3,150 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 695 4,126 SH   SOLE   4,126 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,346 150,000 SH   SOLE   150,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,058 50,000 SH   SOLE   50,000 0 0
DYCOM INDS INC COM 267475101 212,321 2,282,037 SH   SOLE   2,282,037 0 0
DYNATRACE INC COM NEW 268150109 6,155 156,070 SH   SOLE   156,070 0 0
ELASTIC N V ORD SHS N14506104 5,586 82,545 SH   SOLE   82,545 0 0
ENBRIDGE INC COM 29250N105 2,113 50,000 SH   SOLE   50,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 12,974 1,300,000 SH   SOLE   1,300,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 975 40,000 SH   SOLE   40,000 0 0
EOG RES INC COM 26875p101 133 1,200 SH   SOLE   1,200 0 0
EQUINIX INC COM PAR $0.001 29444U700 217 330 SH   SOLE   330 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 7,314 1,150,000 SH   SOLE   1,150,000 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 13,200 800,000 SH   SOLE   800,000 0 0
FLEX LNG LTD SHS G35947202 822 30,000 SH   SOLE   30,000 0 0
GENERAL MTRS CO COM 37045v100 318 10,000 SH   SOLE   10,000 0 0
IDEXX LABS INC COM 45168D104 154 440 SH   SOLE   440 0 0
ISHARES TR NASDAQ BIOTECH 464287556 7,940 67,500 SH   SOLE   67,500 0 0
ISHARES TR US AER DEF ETF 464288760 149 1,500 SH   SOLE   1,500 0 0
KINDER MORGAN INC DEL COM 49456B101 16,760 1,000,000 SH   SOLE   1,000,000 0 0
META PLATFORMS INC CL A 30303m102 3,225 20,000 SH   SOLE   20,000 0 0
NETFLIX INC COM 64110L106 6,995 40,000 SH   SOLE   40,000 0 0
NEXTERA ENERGY INC COM 65339f101 403 5,200 SH   SOLE   5,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 742 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104 45 300 SH   SOLE   300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,480 10,000 SH   SOLE   10,000 0 0
PAYPAL HLDGS INC COM 70450Y103 52 750 SH   SOLE   750 0 0
PENN NATL GAMING INC COM 707569109 6,084 200,000 SH   SOLE   200,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 6,538 250,000 SH   SOLE   250,000 0 0
QUANTA SCVS INC COM 74762E102 685,072 5,465,711 SH   SOLE   5,465,711 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 23,239 72,609 SH   SOLE   72,609 0 0
SERVICENOW INC COM 81762P102 9,510 20,000 SH   SOLE   20,000 0 0
SHOPIFY INC CL A 82509L107 60 1,930 SH   SOLE   1,930 0 0
SOUTHWEST AIRLS CO COM 844741108 4,334 120,000 SH   SOLE   120,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 4,456 60,000 SH   SOLE   60,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 597 5,000 SH   SOLE   5,000 0 0
SPINNAKER ETF SERIES CANNABIS ETF 84858T400 88 23,963 SH   SOLE   23,963 0 0
SPLUNK INC COM 848637104 7,961 90,000 SH   SOLE   90,000 0 0
TC ENERGY CORP COM 87807B107 3,109 60,000 SH   SOLE   60,000 0 0
TECK RESOURCES LTD CL B 878742204 1,834 60,000 SH   SOLE   60,000 0 0
VEEVA SYS INC CL A COM 922475108 11,387 57,500 SH   SOLE   57,500 0 0
VIMEO INC COMMON STOCK 92719V100 11 1,786 SH   SOLE   1,786 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 130 9,676 SH   SOLE   9,676 0 0
WESCO INTL INC COM 95082P105 240,304 2,243,736 SH   SOLE   2,243,736 0 0
WILLIAMS COS INC COM 969457100 9,363 300,000 SH   SOLE   300,000 0 0
ZOETIS INC CL A 98978V103 95 550 SH   SOLE   550 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,239 30,000 SH   SOLE   30,000 0 0