0001164691-14-000118.txt : 20140515 0001164691-14-000118.hdr.sgml : 20140515 20140515145918 ACCESSION NUMBER: 0001164691-14-000118 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14846435 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 03-31-2014 03-31-2014 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 05-15-2014 0 68 1057275 false INFORMATION TABLE 2 peconicq12014.inftab.xml 3-D SYS CORP DELCOM NEW88554d2052965000SHSOLE 500000AEGION CORPCOM00770f10419334763903SHSOLE 76390300AGRIUM INCCOM008916108323733190SHSOLE 3319000AMERICAN EAGLE ENERGY CORPCOM02554F10211816558SHSOLE 1655800AMERICAN TOWER CORP NEWCOM03027X10081910000SHSOLE 1000000APPLE INCCOM0378331006171150SHSOLE 115000APPLIED MICRO CIRCUITS CORPCOM NEW03822W40644645000SHSOLE 4500000ARM HLDGS PLCSPONSORED ADR0420681062044000SHSOLE 400000BONANZA CREEK ENERGY INCCOM0977931032445500SHSOLE 550000BPZ RESOURCES INCCOM0556391081385435553SHSOLE 43555300C&J ENERGY SVCS INCCOM12467B304131245000SHSOLE 4500000CALPINE CORPCOM NEW1313473043101148299SHSOLE 14829900CAPSTONE TURBINE CORPCOM14067d1021175551800SHSOLE 55180000CHICAGO BRIDGE & IRON CO N VCOM16725010936071413900SHSOLE 41390000CONCHO RES INCCOM20605P101245020000SHSOLE 2000000CONTROL4 CORPCOM21240D10726512500SHSOLE 1250000CREE INCCOM225447101225739900SHSOLE 3990000CROWN CASTLE INTL CORPCOM22822710445122611570SHSOLE 61157000DYCOM INDS INCCOM267475101711012249304SHSOLE 224930400EMPRESAS ICA S A DE CVSPONS ADR NEW29244820699301506900SHSOLE 150690000ENBRIDGE INCCOM29250N1054551100000SHSOLE 10000000ENTERPRISE PRODS PARTNERS LCOM2937921074586600SHSOLE 660000FLOTEK INDS INC DELCOM34338910223094829238SHSOLE 82923800FLUOR CORP NEWCOM343412102802951033000SHSOLE 103300000FX ENERGY INCCOM3026951014212600SHSOLE 1260000GENERAL MTRS COCOM37045v100104130234SHSOLE 3023400GENERAL MTRS CO*W EXP 07/10/20137045v118272291096181PRNSOLE 109618100GENERAL MTRS CO*W EXP 07/10/20137045v126278191597881PRNSOLE 159788100GOOGLE INCCL A38259P50866876000SHSOLE 600000HEADWATERS INCCOM42210P10233025000SHSOLE 2500000HOMEAWAY INCCOM43739Q100314483456SHSOLE 8345600ISHARESMSCI MEX CAP ETF46428682232423507000SHSOLE 50700000JACOBS ENGR GROUP INC DELCOM46981410734331540639SHSOLE 54063900JETBLUE AIRWAYS CORPCOM4771431017519865200SHSOLE 86520000KEY ENERGY SVCS INCCOM492914106560286063632SHSOLE 606363200LIVEPERSON INCCOM53814610116914000SHSOLE 1400000MASTEC INCCOM576323109957362203875SHSOLE 220387500MATADOR RES COCOM57648520573530000SHSOLE 3000000NEPTUNE TECHNOLOGIES BIORESOCOM64077P108992400000SHSOLE 40000000NOBLE ENERGY INCCOM65504410514215200100SHSOLE 20010000NUANCE COMMUNICATIONS INCCOM67020Y100103060000SHSOLE 6000000NXP SEMICONDUCTORS N VCOMN6596X1094127000SHSOLE 700000ORGANOVO HLDGS INCCOM68620A10415320000SHSOLE 2000000PDC ENERGY INCCOM69327r1013115000SHSOLE 500000PIONEER NAT RES COCOM72378710718714100000SHSOLE 10000000POWELL INDS INCCOM7391281065989221SHSOLE 922100POWER SOLUTIONS INTL INCCOM NEW73933G2023765000SHSOLE 500000PRIMORIS SVCS CORPCOM74164F103112737605SHSOLE 3760500PROCERA NETWORKS INCCOM NEW74269U20335334000SHSOLE 3400000QUANTA SVCS INCCOM74762E1021335483619176SHSOLE 361917600QUANTUM FUEL SYS TECH WORLDWCOM PAR $0.0274765E30753255000SHSOLE 5500000RPC INCCOM74966010620410000SHSOLE 1000000RYDER SYS INCCOM78354910818667233574SHSOLE 23357400SANCHEZ ENERGY CORPCOM79970Y105118540000SHSOLE 4000000SBA COMMUNICATIONS CORPCOM78388j10614952164385SHSOLE 16438500SPDR S&P 500 ETF TRTR UNIT78462F103272914210SHPutSOLE 1421000TRINITY INDS INCCOM89652210953816746715SHSOLE 74671500TUTOR PERINI CORPCOM90110910824716862093SHSOLE 86209300UNIT CORPCOM90921810965410000SHSOLE 1000000UNITED RENTALS INCCOM91136310973328772365SHSOLE 77236500VCA ANTECH INCCOM9181941013384105000SHSOLE 10500000VEECO INSTRS INC DELCOM922417100273065100SHSOLE 6510000WABASH NATL CORPCOM929566107341622482690SHSOLE 248269000WABTEC CORPCOM92974010877510000SHSOLE 1000000WALTER ENERGY INCCOM93317q10578671040617SHSOLE 104061700WATERS CORPCOM941848103541049900SHSOLE 4990000WEATHERFORD INTERNATIONAL LTREG SHSH27013103225681300000SHSOLE 130000000WESCO INTL INCCOM95082P10516652200100SHSOLE 20010000