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Institutional Investment Manager
PECONIC PARTNERS LLC
PECONIC PARTNERS LLC (CIK: 0001050464) incorporated in New York, located at 599 Lexington Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001164691-16-000270) filed in 2016.05.16
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLERGAN PLC 19,980 5,355 1.16%
2 ALPHABET INC 36,450 27,808 6.03%
3 AMERICAN AIRLS GROUP INC 149,800 6,143 1.33%
4 AMERICAN EAGLE OUTFITTERS NE 100,000 1,667 0.36%
5 AMERICAN TOWER CORP NEW 20,000 2,047 0.44%
6 APPLE INC 8,050 877 0.19%
7 BLOOMIN BRANDS INC 99,865 1,685 0.37%
8 BRINKER INTL INC 99,865 4,589 1.00%
9 CALPINE CORP 76,199 1,156 0.25%
10 CF INDS HLDGS INC 124,830 3,912 0.85%
11 CONCHO RESOURCES 15,000 1,516 0.33%
12 COSTCO WHSL CORP NEW 30,000 4,727 1.03%
13 CROWN CASTLE INTL CORP NEW 43,100 3,728 0.81%
14 DELTA AIRLINES INC DEL 379,490 18,474 4.01%
15 DIAMONDBACK ENERGY INC 5,000 386 0.08%
16 DYCOM INDS INC 1,924,997 124,490 27.02%
17 ENERGY TRANSFER PRTNRS L P 229,680 7,428 1.61%
18 ENTERPRISE PRODS PARTNERS L 492,625 12,128 2.63%
19 FIREEYE INC 10,000 180 0.04%
20 FLOTEK INDS INC DEL COM NEW 327,000 2,397 0.52%
21 FLUOR CORP NEW 100,170 5,379 1.17%
22 General Motors Co 50,234 1,579 0.34%
23 HI-CRUSH PARTNERS LP 47,380 235 0.05%
24 JACOBS ENGR GROUP INC 214,720 9,351 2.03%
25 LIONS GATE ENTERTN 20,000 437 0.09%
26 LOGMEIN INC 10,647 537 0.12%
27 MALLINCKRODT PUB LTD CO 11,300 692 0.15%
28 MASTEC INC 4,878,991 98,751 21.43%
29 MATADOR RES CO 14,611 277 0.06%
30 NXP SEMICONDUCTORS N V 16,000 1,297 0.28%
31 OCLARO INC 20,000 108 0.02%
32 ORGANOVO HLDGS INC 24,000 52 0.01%
33 PIONEER NAT RES CO 8,000 1,126 0.24%
34 ROSS STORES INC 274,630 15,901 3.45%
35 SBA COMMUN 173,885 17,418 3.78%
36 SMITH & WESSON HLDG 35,000 932 0.20%
37 SOUTHWEST AIRLS CO 50,000 2,240 0.49%
38 Spectra Energy Corp Com 299,600 9,168 1.99%
39 TJX COS INC NEW 249,665 19,561 4.25%
40 TUTOR PERINI CORP 1,165,397 18,110 3.93%
41 UNITED RENTALS INC 70,000 4,353 0.94%
42 WAL-MART STORES INC 75,000 5,137 1.11%
43 WESCO INTL INC 199,497 10,907 2.37%
44 YUM BRANDS INC 80,000 6,548 1.42%