Hedge Fund - Peconic Partners LLC

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No. Security Ticker Shares Value Activity % Port History
1. PWR 4,996,649 $1,889,133,054 -6% 60.56%
2. DY 3,817,825 $933,038,252 +3% 29.91%
3. XLB 1,000,000 $81,660,000 NEW 2.62%
4. FSLR 300,000 $49,662,000 NEW 1.59%
5. RRC 800,000 $32,536,000 NEW 1.04%