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 |
AMAZON COM INC | COM | 023135106 | 4,819,755 | 37,915 | SH | SOLE | 37,915 | 0 | 0 | ||
CINEMARK HLDGS INC | COM | 17243v102 | 5,505,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 288,720,183 | 3,244,047 | SH | SOLE | 3,244,047 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 21,666,353 | 301,047 | SH | SOLE | 301,047 | 0 | 0 | ||
QUANTA SCVS INC | COM | 74762E102 | 1,034,191,241 | 5,528,365 | SH | SOLE | 5,528,365 | 0 | 0 | ||
SWEETGREEN INC | COM CL A | 87043Q108 | 3,525,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 5,074,077 | 110,330 | SH | SOLE | 110,330 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 352,409,049 | 2,450,348 | SH | SOLE | 2,450,348 | 0 | 0 |