0001164691-14-000178.txt : 20140814 0001164691-14-000178.hdr.sgml : 20140814 20140814151919 ACCESSION NUMBER: 0001164691-14-000178 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141042155 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 06-30-2014 06-30-2014 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 08-14-2014 0 64 880574 false INFORMATION TABLE 2 peconicq22014.inftab.xml 3-D SYS CORP DELCOM NEW88554d2052694500SHSOLE 450000AEGION CORPCOM00770f1048227353535SHSOLE 35353500AGNICO EAGLE MINES LTDCOM008474108161642200SHSOLE 4220000APPLE INCCOM0378331007488050SHSOLE 805000APPLIED MICRO CIRCUITS CORPCOM NEW03822W40648645000SHSOLE 4500000BONANZA CREEK ENERGY INCCOM0977931033155500SHSOLE 550000BOSTON SCIENTIFIC CORPCOM1011371076550512943SHSOLE 51294300BPZ RESOURCES INCCOM05563910811135900SHSOLE 3590000C&J ENERGY SVCS INCCOM12467B304140241500SHSOLE 4150000CALPINE CORPCOM NEW1313473043531148299SHSOLE 14829900CAPSTONE TURBINE CORPCOM14067d1023321800SHSOLE 2180000CEMEX SAB DE CVSPON ADR NEW151290889191841450000SHSOLE 145000000CHICAGO BRIDGE & IRON CO N VCOM16725010922895335700SHSOLE 33570000CONCHO RES INCCOM20605P101245717000SHSOLE 1700000CROWN CASTLE INTL CORPCOM2282271047983107500SHSOLE 10750000DIAMONDBACK ENERGY INCCOM25278X1092222500SHSOLE 250000DYCOM INDS INCCOM267475101723792311704SHSOLE 231170400EMPRESAS ICA S A DE CVSPONS ADR NEW292448206260583332216SHSOLE 333221600ENTERPRISE PRODS PARTNERS LCOM2937921075176600SHSOLE 660000FACEBOOK INCCL A30303M10226586395100SHSOLE 39510000FIREEYE INCCOM31816Q1012436000SHSOLE 600000FLOTEK INDS INC DELCOM34338910226668829238SHSOLE 82923800FLUOR CORP NEWCOM34341210260766790200SHSOLE 79020000FX ENERGY INCCOM3026951014512600SHSOLE 1260000GENERAL MTRS COCOM37045v100109730234SHSOLE 3023400GENERAL MTRS CO*W EXP 07/10/20137045v118292811100381PRNSOLE 110038100GENERAL MTRS CO*W EXP 07/10/20137045v126297921605181PRNSOLE 160518100GOOGLE INCCL A38259P5082625244900SHSOLE 4490000HEADWATERS INCCOM42210P10234725000SHSOLE 2500000HI-CRUSH PARTNERS LPCOM UNIT LTD428337109265540500SHSOLE 4050000KANSAS CITY SOUTHERNCOM NEW485170302247723036SHSOLE 2303600KEY ENERGY SVCS INCCOM492914106545005962834SHSOLE 596283400LAREDO PETROLEUM INCCOM516806106232775100SHSOLE 7510000LIVEPERSON INCCOM53814610114214000SHSOLE 1400000MASTEC INCCOM576323109620212012375SHSOLE 201237500MATADOR RES COCOM576485205161055000SHSOLE 5500000MCDERMOTT INTL INCCOM5800371095863724700SHSOLE 72470000NEPTUNE TECHNOLOGIES BIORESOCOM64077P108923334400SHSOLE 33440000NOBLE ENERGY INCCOM655044105465560100SHSOLE 6010000NUANCE COMMUNICATIONS INCCOM67020Y100122065000SHSOLE 6500000NXP SEMICONDUCTORS N VCOMN6596X1094637000SHSOLE 700000ORGANOVO HLDGS INCCOM68620A10420024000SHSOLE 2400000PDC ENERGY INCCOM69327r1019150144900SHSOLE 14490000PIONEER NAT RES COCOM723787107459620000SHSOLE 2000000POWELL INDS INCCOM73912810610933167221SHSOLE 16722100PRIMORIS SVCS CORPCOM74164F10350817605SHSOLE 1760500PROCERA NETWORKS INCCOM NEW74269U20319219000SHSOLE 1900000QUANTA SVCS INCCOM74762E1021255213629876SHSOLE 362987600QUANTUM FUEL SYS TECH WORLDWCOM PAR $0.0274765E30756697895SHSOLE 9789500RPC INCCOM74966010623510000SHSOLE 1000000RYDER SYS INCCOM78354910816004181673SHSOLE 18167300SANCHEZ ENERGY CORPCOM79970Y105112830000SHSOLE 3000000SBA COMMUNICATIONS CORPCOM78388j10616765163885SHSOLE 16388500SYNERGY RES CORPCOM87164P10313310000SHSOLE 1000000TUTOR PERINI CORPCOM90110910827471865493SHSOLE 86549300UNIT CORPCOM90921810968810000SHSOLE 1000000UNITED RENTALS INCCOM9113631091028898233SHSOLE 9823300VCA INCCOM9181941018608245300SHSOLE 24530000VEECO INSTRS INC DELCOM9224171004687125800SHSOLE 12580000WABASH NATL CORPCOM929566107382702685590SHSOLE 268559000WABTEC CORPCOM92974010882610000SHSOLE 1000000WALTER ENERGY INCCOM93317q1053040557800SHSOLE 55780000WEATHERFORD INTERNATIONAL LTREG SHSH27013103612052661100SHSOLE 266110000WESCO INTL INCCOM95082P10524644285300SHSOLE 28530000