0001164691-14-000212.txt : 20141114 0001164691-14-000212.hdr.sgml : 20141114 20141114132508 ACCESSION NUMBER: 0001164691-14-000212 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 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: 141222515 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 09-30-2014 09-30-2014 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 11-14-2014 0 1 727248 false INFORMATION TABLE 2 peconicq32014.inftab.xml 3-D SYS CORP DELCOM NEW88554d2052094500SHSOLE 450000AMERICAN TOWER CORP NEWCOM03027X10093610000SHSOLE 1000000APPLE INCCOM0378331008118050SHSOLE 805000APPLIED MICRO CIRCUITS CORPCOM NEW03822W40631545000SHSOLE 4500000ARM HLDGS PLCSPONSORED ADR0420681062626000SHSOLE 600000BPZ RESOURCES INCCOM0556391086935900SHSOLE 3590000C&J ENERGY SVCS INCCOM12467B30461120000SHSOLE 2000000CALPINE CORPCOM NEW1313473043218148299SHSOLE 14829900CAPSTONE TURBINE CORPCOM14067d1022321800SHSOLE 2180000CHICAGO BRIDGE & IRON CO N VCOM16725010930412525700SHSOLE 52570000CONCHO RES INCCOM20605P101150512000SHSOLE 1200000CROWN CASTLE INTL CORPCOM22822710428394352583SHSOLE 35258300DOLLAR TREE INCCOM25674610811736209309SHSOLE 20930900DRAGONWAVE INCCOM26144M103123100000SHSOLE 10000000DYCOM INDS INCCOM267475101710852314704SHSOLE 231470400EMPRESAS ICA S A DE CVSPONS ADR NEW292448206285954132216SHSOLE 413221600ENTERPRISE PRODS PARTNERS LCOM29379210753213200SHSOLE 1320000FLOTEK INDS INC DELCOM34338910220424783438SHSOLE 78343800FLUOR CORP NEWCOM34341210252110780200SHSOLE 78020000FX ENERGY INCCOM3026951013812600SHSOLE 1260000GENERAL MTRS COCOM37045v10096630234SHSOLE 3023400GENERAL MTRS COCOM37045v1004207000SHCallSOLE 70000GENERAL MTRS CO*W EXP 07/10/20137045v118246271100381PRNSOLE 110038100GENERAL MTRS CO*W EXP 07/10/20137045v126232121605181PRNSOLE 160518100HEADWATERS INCCOM42210P10231425000SHSOLE 2500000HI-CRUSH PARTNERS LPCOM UNIT LTD428337109131525500SHSOLE 2550000KEY ENERGY SVCS INCCOM492914106136762825559SHSOLE 282555900LAREDO PETROLEUM INCCOM51680610622410000SHSOLE 1000000LIVEPERSON INCCOM53814610117614000SHSOLE 1400000LOGMEIN INCCOM54142L10978317000SHSOLE 1700000LOWES COS INCCOM54866110713230250000SHSOLE 25000000LULULEMON ATHLETICA INCCOM5500211098084192432SHSOLE 19243200MASTEC INCCOM576323109662732164374SHSOLE 216437400MATADOR RES COCOM57648520564625000SHSOLE 2500000NEPTUNE TECHNOLOGIES BIORESOCOM64077P108645334400SHSOLE 33440000NUANCE COMMUNICATIONS INCCOM67020Y10092560000SHSOLE 6000000NXP SEMICONDUCTORS N VCOMN6596X109116317000SHSOLE 1700000ORGANOVO HLDGS INCCOM68620A10415324000SHSOLE 2400000PDC ENERGY INCCOM69327r1016497129200SHSOLE 12920000PROCERA NETWORKS INCCOM NEW74269U20318219000SHSOLE 1900000QUANTA SVCS INCCOM74762E1021353573729876SHSOLE 372987600SANCHEZ ENERGY CORPCOM79970Y105105040000SHSOLE 4000000SBA COMMUNICATIONS CORPCOM78388j10618175163885SHSOLE 16388500SUNPOWER CORPCOM8676524063388100000SHSOLE 10000000TUTOR PERINI CORPCOM90110910824177915793SHSOLE 91579300VCA INCCOM9181941017866200000SHSOLE 20000000WABASH NATL CORPCOM929566107357722685590SHSOLE 268559000WEATHERFORD INTL PLCORD SHSG48833100615912961100SHSOLE 296110000WESCO INTL INCCOM95082P10524953318852SHSOLE 31885200