0001172661-21-002394.txt : 20211115 0001172661-21-002394.hdr.sgml : 20211115 20211115164956 ACCESSION NUMBER: 0001172661-21-002394 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211411853 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 09-30-2021 09-30-2021 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 11-15-2021 0 48 1126944 INFORMATION TABLE 2 infotable.xml ALKALINE WTR CO INC COM NEW 01643A207 477 300000 SH SOLE 300000 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 135 2705 SH SOLE 2705 0 0 AMERICAN TOWER CORP NEW COM 03027x100 398 1500 SH SOLE 1500 0 0 ANTARES PHARMA INC COM 036642106 91 25000 SH SOLE 25000 0 0 APPLE INC COM 037833100 566 4000 SH SOLE 4000 0 0 ARCH RESOURCES INC CL A 03940R107 1391 15000 SH SOLE 15000 0 0 CHEVRON CORP NEW COM 166764100 1015 10000 SH SOLE 10000 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 136 600 SH SOLE 600 0 0 COVETRUS INC COM 22304C100 54 3000 SH SOLE 3000 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1679 15000 SH SOLE 15000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 3033 17500 SH SOLE 17500 0 0 CYRUSONE INC COM 23283R100 155 2000 SH SOLE 2000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 947 10000 SH SOLE 10000 0 0 DISNEY WALT CO COM 254687106 502 2970 SH SOLE 2970 0 0 DYCOM INDS INC COM 267475101 78309 1099227 SH SOLE 1099227 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 9580 1000000 SH SOLE 1000000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 2164 100000 SH SOLE 100000 0 0 EOG RES INC COM 26875p101 96 1200 SH SOLE 1200 0 0 EQUINIX INC COM 29444U700 474 600 SH SOLE 600 0 0 GENERAL MTRS CO COM 37045v100 527 10000 SH SOLE 10000 0 0 IAC INTERACTIVECORP NEW COM NEW 44891N208 261 2000 SH SOLE 2000 0 0 IDEXX LABS INC COM 45168D104 498 800 SH SOLE 800 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 2012 15000 SH SOLE 15000 0 0 ISHARES TR ISHARES BIOTECH 464287556 1213 7500 SH SOLE 7500 0 0 MARTIN MARIETTA MATLS INC COM 573284106 137 400 SH SOLE 400 0 0 MASTEC INC COM 576323109 74127 859139 SH SOLE 859139 0 0 MCDONALDS CORP COM 580135101 24392 101165 SH SOLE 101165 0 0 NEXTERA ENERGY INC COM 65339f101 408 5200 SH SOLE 5200 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1507 20000 SH SOLE 20000 0 0 NOVO-NORDISK A S ADR 670100205 2439 25400 SH SOLE 25400 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1959 10000 SH SOLE 10000 0 0 PENUMBRA INC COM 70975L107 2239 8400 SH SOLE 8400 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 4588 250000 SH SOLE 250000 0 0 QUANTA SVCS INC COM 74762E102 633364 5564611 SH SOLE 5564611 0 0 REGENERON PHARMACEUTICALS COM 75886F107 605 1000 SH SOLE 1000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 24387 73774 SH SOLE 73774 0 0 SHOPIFY INC CL A 82509L107 475 350 SH SOLE 350 0 0 SILICON LABORATORIES INC COM 826919102 7336 52342 SH SOLE 52342 0 0 SOUTHWESTERN ENERGY CO COM 845467109 9695 1750000 SH SOLE 1750000 0 0 TECK RESOURCES LTD CL B 878742204 1246 50000 SH SOLE 50000 0 0 TELADOC HEALTH INC COM 87918A105 76 600 SH SOLE 600 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 162 3000 SH SOLE 3000 0 0 VIMEO INC COMMON STOCK 92719V100 95 3247 SH SOLE 3247 0 0 VULCAN MATLS CO COM 929160109 135 800 SH SOLE 800 0 0 WARRIOR MET COAL INC COM 93627C101 465 20000 SH SOLE 20000 0 0 WESCO INTL INC COM 95082P105 220824 1914881 SH SOLE 1914881 0 0 WILLIAMS COS INC COM 969457100 10376 400000 SH SOLE 400000 0 0 ZOETIS INC CL A 98978V103 194 1000 SH SOLE 1000 0 0