Hedge Fund - Peconic Partners LLC

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No. Security Ticker Shares Value Activity % Port History
1. PWR 5,007,840 $2,075,349,053 +1% 57.39%
2. DY 4,117,320 $1,201,269,283 +8% 33.22%
3. MTZ 750,000 $159,607,500 NEW 4.41%
4. SHLS 7,054,803 $52,276,090 +2% 1.45%
5. EQT 580,000 $31,569,400 +21% 0.87%