0001164691-15-000135.txt : 20150814 0001164691-15-000135.hdr.sgml : 20150814 20150814125344 ACCESSION NUMBER: 0001164691-15-000135 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151054226 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 06-30-2015 06-30-2015 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 08-14-2015 0 42 618160 false INFORMATION TABLE 2 peconicq22015.inftab.xml AGNICO EAGLE MINES LTDCOM008474108281499200SHSOLE 9920000ALLERGAN PLCSHSG0177J1082461481110SHSOLE 8111000APPLE INCCOM03783310010108050SHSOLE 805000APPLIED MICRO CIRCUITS CORPCOM NEW03822W40630445000SHSOLE 4500000ARM HLDGS PLCSPONSORED ADR0420681062966000SHSOLE 600000BEST BUY INCCOM08651610127414840660SHSOLE 84066000CALPINE CORPCOM NEW1313473042162120199SHSOLE 12019900CAPSTONE TURBINE CORPCOM14067d102921800SHSOLE 2180000CEMEX SAB DE CVSPON ADR NEW151290889155361696100SHSOLE 169610000CIENA CORPCOM NEW17177930919685831300SHSOLE 83130000CONCHO RES INCCOM20605P101182015981SHSOLE 1598100CROWN CASTLE INTL CORP NEWCOM22822V101662582500SHSOLE 8250000D R HORTON INCCOM23331A10921724794010SHSOLE 79401000DYCOM INDS INCCOM2674751011136591931342SHSOLE 193134200EMPRESAS ICA S A DE CVSPONS ADR NEW292448206131144189718SHSOLE 418971800ENTERPRISE PRODS PARTNERS LCOM293792107114238200SHSOLE 3820000FACEBOOK INCCL A30303M102771990000SHSOLE 9000000FIREEYE INCCOM31816Q10148910000SHSOLE 1000000FLOTEK INDS INC DELCOM3433891028319663900SHSOLE 66390000GENERAL MTRS COCOM37045v100626341879213SHSOLE 187921300GOOGLE INCCL A38259P50853469900SHSOLE 990000HEADWATERS INCCOM42210P10263835000SHSOLE 3500000HI-CRUSH PARTNERS LPCOM UNIT LTD428337109215770281SHSOLE 7028100INFINERA CORPORATIONCOM45667G103286871367330SHSOLE 136733000LABORATORY CORP AMER HLDGSCOM NEW50540R40926482218460SHSOLE 21846000LOGMEIN INCCOM54142L109258040000SHSOLE 4000000MASTEC INCCOM576323109525002642168SHSOLE 264216800MATADOR RES COCOM576485205124049611SHSOLE 4961100MGIC INVT CORP WISCOM5528481035462479930SHSOLE 47993000MOBILEYE N V AMSTELVEENORD SHSN5148811725172473430SHSOLE 47343000NEPTUNE TECHNOLOGIES BIORESOCOM64077P108134104200SHSOLE 10420000NXP SEMICONDUCTORS N VCOMN6596X109679369174SHSOLE 6917400OCLARO INCCOM NEW67555N2062310000SHSOLE 1000000ORGANOVO HLDGS INCCOM68620A1049024000SHSOLE 2400000QUANTA SVCS INCCOM74762E102779412704395SHSOLE 270439500RESTORATION HARDWARE HLDGS ICOM761283100485249700SHSOLE 4970000SBA COMMUNICATIONS CORPCOM78388j10618727162885SHSOLE 16288500SMITH & WESSON HLDG CORPCOM831756101107865000SHSOLE 6500000SOLAZYME INCCOM83415T10113743756SHSOLE 4375600SYNERGY RES CORPCOM87164P10359151700SHSOLE 5170000TUTOR PERINI CORPCOM90110910820195935837SHSOLE 93583700VISTEON CORPCOM NEW92839U206624659500SHSOLE 5950000