0001164691-14-000023.txt : 20140212 0001164691-14-000023.hdr.sgml : 20140212 20140212171946 ACCESSION NUMBER: 0001164691-14-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140212 DATE AS OF CHANGE: 20140212 EFFECTIVENESS DATE: 20140212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PECONIC PARTNERS LLC CENTRAL INDEX KEY: 0001050464 IRS NUMBER: 133942422 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06618 FILM NUMBER: 14601460 BUSINESS ADDRESS: STREET 1: 350 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2129040440 MAIL ADDRESS: STREET 1: 350 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: FLA ADVISERS L L C DATE OF NAME CHANGE: 19990325 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001050464 XXXXXXXX 12-31-2013 12-31-2013 PECONIC PARTNERS LLC

350 PARK AVENUE NEW YORK NY 10022

13F HOLDINGS REPORT 028-06618 N Wook Lee (212) 904-0445 /s/ Wook Lee New York NY 02-12-2014 0 75 959485 false INFORMATION TABLE 2 peconicq42013.inftab.xml 3-D SYS CORP DELCOM NEW88554d2055586000SHSOLE 600000ADVANCED EMISSIONS SOLUTS INCOM00770C10199818411SHSOLE 1841100AEGION CORPCOM00770f10416501753803SHSOLE 75380300ALLOT COMMUNICATIONS LTDSHSM0854Q10519713000SHSOLE 1300000APPLE INCCOM0378331007571350SHSOLE 135000APPLIED MICRO CIRCUITS CORPCOM NEW03822W40646835000SHSOLE 3500000APPROACH RESOURCES INCCOM03834A1037793403802SHSOLE 40380200ARM HLDGS PLCSPONSORED ADR0420681066918126400SHSOLE 12640000ATWOOD OCEANICS INCCOM05009510853410000SHSOLE 1000000BONANZA CREEK ENERGY INCCOM0977931032395500SHSOLE 550000BPZ RESOURCES INCCOM055639108793435553SHSOLE 43555300C&J ENERGY SVCS INCCOM12467B30423110000SHSOLE 1000000CALPINE CORPCOM NEW1313473042893148299SHSOLE 14829900CAPSTONE TURBINE CORPCOM14067d10229282269750SHSOLE 226975000CHICAGO BRIDGE & IRON CO N VCOM16725010932840395000SHSOLE 39500000CIMAREX ENERGY COCOM171798101157415000SHSOLE 1500000CONCHO RES INCCOM20605P101270025000SHSOLE 2500000CROWN CASTLE INTL CORPCOM228227104389253000SHSOLE 5300000CVR REFNG LPCOMUNIT REP LT12663P10722610000SHSOLE 1000000D R HORTON INCCOM23331A1092232100000SHSOLE 10000000DIAMONDBACK ENERGY INCCOM25278X10968713000SHSOLE 1300000DYCOM INDS INCCOM267475101615082213304SHSOLE 221330400EMPRESAS ICA S A DE CVSPONS ADR NEW292448206102691215300SHSOLE 121530000ENTERPRISE PRODS PARTNERS LCOM2937921074386600SHSOLE 660000EQUINIX INCCOM NEW29444U502177510000SHSOLE 1000000FLOTEK INDS INC DELCOM34338910216643829238SHSOLE 82923800FLUOR CORP NEWCOM34341210276532953200SHSOLE 95320000FREEPORT-MCMORAN COPPER & GOCOM35671D857188750000SHSOLE 5000000FX ENERGY INCCOM3026951014612600SHSOLE 1260000GENERAL MTRS COCOM37045v10025571625664SHSOLE 62566400GENERAL MTRS CO*W EXP 07/10/20137045v118335781078281PRNSOLE 107828100GENERAL MTRS CO*W EXP 07/10/20137045v126365751581981PRNSOLE 137828100HALLIBURTON COCOM4062161015075100000SHSOLE 10000000ISHARESMSCI MEX CAP ETF46428682227200400000SHSOLE 40000000JACOBS ENGR GROUP INC DELCOM46981410729290465000SHSOLE 46500000KBR INCCOM48242w10638312000SHSOLE 1200000KEY ENERGY SVCS INCCOM492914106405265129932SHSOLE 512993200LENNAR CORPCL A5260571043956100000SHSOLE 10000000LIVEPERSON INCCOM53814610120714000SHSOLE 1400000MASTEC INCCOM576323109743652272775SHSOLE 227277500NABORS INDUSTRIES LTDSHSG6359F1032124125000SHSOLE 12500000NEOPHOTONICS CORPCOM64051T10019627722SHSOLE 2772200NORTHERN TIER ENERGY LPCOM UN REPR PART665826103123050000SHSOLE 5000000NUANCE COMMUNICATIONS INCCOM67020Y100106470000SHSOLE 7000000NXP SEMICONDUCTORS N VCOMN6596X10945910000SHSOLE 1000000PANDORA MEDIA INCCOM69835410713965525000SHSOLE 52500000PDC ENERGY INCCOM69327r10179815000SHSOLE 1500000PENNEY J C INCCOM70816010622925000SHSOLE 2500000PIONEER NAT RES COCOM72378710737340202860SHSOLE 20286000POWER SOLUTIONS INTL INCCOM NEW73933G2023765000SHSOLE 500000PRIMORIS SVCS CORPCOM74164F103128041129SHSOLE 4112900PROCERA NETWORKS INCCOM NEW74269U203111174000SHSOLE 7400000PULTE GROUP INCCOM7458671012037100000SHSOLE 10000000QUANTA SVCS INCCOM74762E1021133723592276SHSOLE 359227600RANGE RES CORPCOM75281A109362543000SHSOLE 4300000ROCKWELL AUTOMATION INCCOM77390310914770125000SHSOLE 12500000RYDER SYS INCCOM78354910822149300200SHSOLE 30020000SANCHEZ ENERGY CORPCOM79970Y1052451100000SHSOLE 10000000SBA COMMUNICATIONS CORPCOM78388j10614768164385SHSOLE 16438500SOUTHERN COPPER CORPCOM84265V10557420000SHSOLE 2000000SPDR S&P 500 ETF TRTR UNIT78462F103149819000SHPutSOLE 1900000SPDR SERIES TRUSTS&P OILGAS EXP78464A730206800SHPutSOLE 80000STRATASYS LTDSHSM855481012021500SHSOLE 150000SYNERGY RES CORPCOM87164P10310211000SHSOLE 1100000TECK RESOURCES LTDCL B8787422042601100000SHSOLE 10000000TOLL BROTHERS INCCOM8894781033700100000SHSOLE 10000000TRINITY INDS INCCOM89652210940269738615SHSOLE 73861500TUTOR PERINI CORPCOM90110910812284467057SHSOLE 46705700UNITED RENTALS INCCOM91136310958580751505SHSOLE 75150500UNIVERSAL DISPLAY CORPCOM91347p1057433216337SHSOLE 21633700WABASH NATL CORPCOM929566107299932428590SHSOLE 242859000WABTEC CORPCOM92974010874310000SHSOLE 1000000WALTER ENERGY INCCOM93317q105262421578000SHSOLE 157800000WEATHERFORD INTERNATIONAL LTREG SHSH270131039294600000SHSOLE 60000000WESTPORT INNOVATIONS INCCOM NEW96090830963732500SHSOLE 3250000