0001164691-15-000174.txt : 20151116 0001164691-15-000174.hdr.sgml : 20151116 20151116164443 ACCESSION NUMBER: 0001164691-15-000174 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151116 DATE AS OF CHANGE: 20151116 EFFECTIVENESS DATE: 20151116 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: 151235786 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 09-30-2015 09-30-2015 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 11-16-2015 0 36 611988 false INFORMATION TABLE 2 peconicq32015.inftab.xml APPLE INCCOM0378331008888050SHSOLE 805000APPLIED MICRO CIRCUITS CORPCOM NEW03822W40618635000SHSOLE 3500000ARM HLDGS PLCSPONSORED ADR0420681062606000SHSOLE 600000BEST BUY INCCOM086516101386291040660SHSOLE 104066000CALPINE CORPCOM NEW1313473042047140199SHSOLE 14019900CEMEX SAB DE CVSPON ADR NEW151290889209432996100SHSOLE 299610000CIENA CORPCOM NEW17177930911009531300SHSOLE 53130000CONCHO RES INCCOM20605P101206220981SHSOLE 2098100CROWN CASTLE INTL CORP NEWCOM22822V10134876442200SHSOLE 44220000D R HORTON INCCOM23331A10919642669010SHSOLE 66901000DYCOM INDS INCCOM2674751011397521931342SHSOLE 193134200EMPRESAS ICA S A DE CVSPONS ADR NEW29244820668264087584SHSOLE 408758400ENTERPRISE PRODS PARTNERS LCOM29379210795138200SHSOLE 3820000FIREEYE INCCOM31816Q10131810000SHSOLE 1000000FLOTEK INDS INC DELCOM34338910211087663900SHSOLE 66390000GENERAL MTRS COCOM37045v100624182079213SHSOLE 207921300HEADWATERS INCCOM42210P10218810000SHSOLE 1000000HI-CRUSH PARTNERS LPCOM UNIT LTD4283371099713000SHSOLE 1300000INFINERA CORPORATIONCOM45667G103303381551030SHSOLE 155103000LENNAR CORPCL A52605710410901226500SHSOLE 22650000LIONS GATE ENTMNT CORPCOM NEW53591920355215000SHSOLE 1500000LOGMEIN INCCOM54142L109340850000SHSOLE 5000000MASTEC INCCOM576323109650894111745SHSOLE 411174500MATADOR RES COCOM576485205102949611SHSOLE 4961100MOBILEYE N V AMSTELVEENORD SHSN5148811736767808430SHSOLE 80843000NEPTUNE TECHNOLOGIES BIORESOCOM64077P108115104200SHSOLE 10420000NOVATEL WIRELESS INCCOM NEW66987M6042210000SHSOLE 1000000NXP SEMICONDUCTORS N VCOMN6596X109161118500SHSOLE 1850000OCLARO INCCOM NEW67555N2062310000SHSOLE 1000000ORGANOVO HLDGS INCCOM68620A1046424000SHSOLE 2400000QUANTA SVCS INCCOM74762E102684952829195SHSOLE 282919500SBA COMMUNICATIONS CORPCOM78388j10617061162885SHSOLE 16288500SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886269762300SHSOLE 6230000SMITH & WESSON HLDG CORPCOM831756101109765000SHSOLE 6500000TOLL BROTHERS INCCOM8894781035136150000SHSOLE 15000000TUTOR PERINI CORPCOM90110910815404935837SHSOLE 93583700