0001172661-19-001796.txt : 20190814 0001172661-19-001796.hdr.sgml : 20190814 20190814103850 ACCESSION NUMBER: 0001172661-19-001796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191023733 BUSINESS ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2129040440 MAIL ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 46TH FLOOR 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 false false 0001050464 XXXXXXXX 06-30-2019 06-30-2019 false PECONIC PARTNERS LLC

599 Lexington Avenue 46th Floor New York NY 10022

13F HOLDINGS REPORT 028-06618 N Wook Lee 212-904-0445 Wook Lee NEW YORK NY 08-14-2019 0 58 508045 INFORMATION TABLE 2 infotable.xml ACACIA COMMUNICATIONS INC COM 00401C108 94 2000 SH SOLE 2000 0 0 ALPHABET INC CAP STK CL A 02079K305 2707 2500 SH SOLE 2500 0 0 ALPHABET INC CAP STK CL C 02079K107 216 200 SH SOLE 200 0 0 AMERICAN TOWER CORP NEW COM 03027x100 2351 11500 SH SOLE 11500 0 0 ANTARES PHARMA INC COM 036642106 82 25000 SH SOLE 25000 0 0 APPLE INC COM 037833100 450 2275 SH SOLE 2275 0 0 APPLIED OPTOELECTRONICS INC COM 03823U102 10 1000 SH SOLE 1000 0 0 CANNTRUST HLDGS INC COM 137800207 151 30000 SH SOLE 30000 0 0 CF INDS HLDGS INC COM 125269100 1868 40000 SH SOLE 40000 0 0 CHART INDS INC COM PAR $0.01 16115Q308 3498 45504 SH SOLE 45504 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 3585 27500 SH SOLE 27500 0 0 DIAMONDBACK ENERGY INC COM 25278X109 1635 15000 SH SOLE 15000 0 0 DISNEY WALT CO COM DISNEY 254687106 5586 40000 SH SOLE 40000 0 0 DYCOM INDS INC COM 267475101 353 6000 SH SOLE 6000 0 0 EQUINIX INC COM 29444U700 202 400 SH SOLE 400 0 0 FACEBOOK INC CL A 30303m102 3860 20000 SH SOLE 20000 0 0 FLOTEK INDS INC DEL COM 343389102 308 93097 SH SOLE 93097 0 0 FORTINET INC COM 34959e109 77 1000 SH SOLE 1000 0 0 GENERAL MTRS CO COM 37045v100 9 234 SH SOLE 234 0 0 HEXO CORP COM 428304109 133 25000 SH SOLE 25000 0 0 HI CRUSH INC COM 428337109 62 25000 SH SOLE 25000 0 0 HOME DEPOT INC COM 437076102 5199 25000 SH SOLE 25000 0 0 IAC INTERACTIVECORP COM 44919P508 435 2000 SH SOLE 2000 0 0 IDEXX LABS INC COM 45168D104 110 400 SH SOLE 400 0 0 KINDER MORGAN INC DEL COM 49456B101 104 5000 SH SOLE 5000 0 0 MACYS INC COM 55616P104 322 15000 SH SOLE 15000 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 869 75000 SH SOLE 75000 0 0 MASTEC INC COM 576323109 227498 4414870 SH SOLE 4414870 0 0 MICROSOFT CORP COM 594918104 2679 20000 SH SOLE 20000 0 0 MODERNA INC COM 60770K107 146 10000 SH SOLE 10000 0 0 MOHAWK INDS INC COM 608190104 2949 20000 SH SOLE 20000 0 0 MYR GROUP INC DEL COM 55405w104 45 1200 SH SOLE 1200 0 0 NEPTUNE WELLNESS SOLUTIONS I COM 64079L105 655 150500 SH SOLE 150500 0 0 NETFLIX INC COM 64110l106 5510 15000 SH SOLE 15000 0 0 NEXTERA ENERGY INC COM 65339f101 266 1300 SH SOLE 1300 0 0 NUTRIEN LTD COM 67077M108 1864 34876 SH SOLE 34876 0 0 NVIDIA CORP COM 67066G104 131 800 SH SOLE 800 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1074 11000 SH SOLE 11000 0 0 ORGANOVO HLDGS INC COM 68620A104 13 24000 SH SOLE 24000 0 0 PENUMBRA INC COM 70975L107 1600 10000 SH SOLE 10000 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 125 5000 SH SOLE 5000 0 0 PRIMORIS SVCS CORP COM 74164F103 209 10000 SH SOLE 10000 0 0 QUANTA SVCS INC COM 74762E102 150017 3928173 SH SOLE 3928173 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 19012 84559 SH SOLE 84559 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 112 500 SH Put SOLE 500 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2372 30390 SH SOLE 30390 0 0 SHOPIFY INC CL A 82509L107 450 1500 SH SOLE 1500 0 0 SNAP INC CL A 83304a106 2145 150000 SH SOLE 150000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 29 100 SH Call SOLE 100 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464a730 736 27000 SH SOLE 27000 0 0 SPLUNK INC COM 848637104 252 2000 SH SOLE 2000 0 0 SQUARE INC CL A 852234103 363 5000 SH SOLE 5000 0 0 TARGA RES CORP COM 87612G101 26693 679900 SH SOLE 679900 0 0 TRIPADVISOR INC COM 896945201 93 2000 SH SOLE 2000 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1387 45000 SH SOLE 45000 0 0 WALMART INC COM 931142103 1105 10000 SH SOLE 10000 0 0 WESTPORT FUEL SYSTEMS INC COM NEW 960908309 68 25000 SH SOLE 25000 0 0 WPX ENERGY INC COM 98212B103 24171 2100000 SH SOLE 2100000 0 0