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 |
ABBVIE INC | COM | 00287Y109 | 2,424,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 731,950 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 285,846 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 713,950 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 2,319,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 736,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 7,506,595 | 180,447 | SH | SOLE | 180,447 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 559,651 | 4,126 | SH | SOLE | 4,126 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 870,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 6,839,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 235,861,891 | 2,519,892 | SH | SOLE | 2,519,892 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 5,299,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
EQUITRANS MIDSTREAM CORP | COM | 294600101 | 2,010,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045v100 | 68,486,263 | 2,035,858 | SH | SOLE | 2,035,858 | 0 | 0 | ||
IDEXX LABS INC | COM | 45168D104 | 179,502 | 440 | SH | SOLE | 440 | 0 | 0 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 984,675 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 19,992,819 | 234,300 | SH | SOLE | 234,300 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339f101 | 434,720 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 700,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,580,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
PENN ENTERTAINMENT INC | COM | 707569109 | 5,643,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 487,500 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
QUANTA SCVS INC | COM | 74762E102 | 806,969,948 | 5,562,947 | SH | SOLE | 5,562,947 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 17,479,851 | 62,359 | SH | SOLE | 62,359 | 0 | 0 | ||
SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 4,934,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 66,990 | 1,930 | SH | SOLE | 1,930 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 2,269,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
TILRAY BRANDS INC | COM CL 2 | 88688T100 | 807,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 41,341,141 | 1,671,700 | SH | SOLE | 1,671,700 | 0 | 0 | ||
VIMEO INC | COMMON STOCK | 92719V100 | 6,126 | 1,786 | SH | SOLE | 1,786 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 91,728 | 9,676 | SH | SOLE | 9,676 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 311,139,904 | 2,485,143 | SH | SOLE | 2,485,143 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 80,603 | 550 | SH | SOLE | 550 | 0 | 0 |