0001172661-20-002306.txt : 20201116 0001172661-20-002306.hdr.sgml : 20201116 20201116162305 ACCESSION NUMBER: 0001172661-20-002306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201317356 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 09-30-2020 09-30-2020 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 11-16-2020 0 44 561180 INFORMATION TABLE 2 infotable.xml ALASKA AIR GROUP INC COM 011659109 5495 150000 SH SOLE 150000 0 0 ALKALINE WTR CO INC COM NEW 01643A207 386 306286 SH SOLE 306286 0 0 ALPHABET INC CAP STK CL A 02079K305 17038 11625 SH SOLE 11625 0 0 AMAZON COM INC COM 023135106 353 112 SH SOLE 112 0 0 AMERICAN TOWER CORP NEW COM 03027x100 363 1500 SH SOLE 1500 0 0 ANTARES PHARMA INC COM 036642106 68 25000 SH SOLE 25000 0 0 APHRIA INC COM 03765K104 8929 2015515 SH SOLE 2015515 0 0 APPLE INC COM 037833100 730 6300 SH SOLE 6300 0 0 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 2413 75000 SH SOLE 75000 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 3795 250000 SH SOLE 250000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 7403 160000 SH SOLE 160000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 2914 17500 SH SOLE 17500 0 0 DYCOM INDS INC COM 267475101 317 6000 SH SOLE 6000 0 0 EQUINIX INC COM 29444U700 456 600 SH SOLE 600 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 5499 650000 SH SOLE 650000 0 0 FACEBOOK INC CL A 30303M102 6418 24505 SH SOLE 24505 0 0 FLOTEK INDS INC DEL COM 343389102 136 50000 SH SOLE 50000 0 0 HOME DEPOT INC COM 437076102 268 965 SH SOLE 965 0 0 IAC INTERACTIVECORP NEW COM 44891N109 240 2000 SH SOLE 2000 0 0 IDEXX LABS INC COM 45168D104 314 800 SH SOLE 800 0 0 ISHARES TR NASDAQ BIOTECH 464287556 2031 15000 SH SOLE 15000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 404 2700 SH SOLE 2700 0 0 MASTEC INC COM 576323109 16455 389924 SH SOLE 389924 0 0 MASTERCARD INCORPORATED CL A 57636q104 10884 32185 SH SOLE 32185 0 0 MGM RESORTS INTERNATIONAL COM 552953101 8156 375000 SH SOLE 375000 0 0 MICROSOFT CORP COM 594918104 304 1445 SH SOLE 1445 0 0 NEXTERA ENERGY INC COM 65339f101 361 1300 SH SOLE 1300 0 0 NUTRIEN LTD COM 67077M108 16673 425000 SH SOLE 425000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1248 10000 SH SOLE 10000 0 0 PG&E CORP COM 69331C108 9581 1020319 SH SOLE 1020319 0 0 QUANTA SVCS INC COM 74762E102 300374 5682446 SH SOLE 5682446 0 0 REGENERON PHARMACEUTICALS COM 75886F107 560 1000 SH SOLE 1000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 22089 69359 SH SOLE 69359 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1167 10000 SH SOLE 10000 0 0 SHOPIFY INC CL A 82509L107 1534 1500 SH SOLE 1500 0 0 SILICON LABORATORIES INC COM 826919102 5178 52920 SH SOLE 52920 0 0 SMUCKER J M CO COM NEW 832696405 1155 10000 SH SOLE 10000 0 0 SOUTHWEST AIRLS CO COM 844741108 3750 100000 SH SOLE 100000 0 0 SPLUNK INC COM 848637104 376 2000 SH SOLE 2000 0 0 SQUARE INC CL A 852234103 813 5000 SH SOLE 5000 0 0 TJX COS INC NEW COM 872540109 5565 100000 SH SOLE 100000 0 0 VISA INC COM CL A 92826C839 12056 60290 SH SOLE 60290 0 0 WALMART INC COM 931142103 6996 50000 SH SOLE 50000 0 0 WESCO INTL INC COM 95082P105 69935 1588716 SH SOLE 1588716 0 0