Hedge Fund - Peconic Partners LLC

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No. Security Ticker Shares Value Activity % Port History
1. PWR 5,007,840 $2,113,608,950 50.23%
2. DY 4,108,320 $1,388,201,328 -1% 32.99%
3. MTZ 1,600,000 $347,792,000 +114% 8.26%
4. FCX 2,000,000 $101,580,000 NEW 2.41%
5. FSLR 295,000 $77,062,850 +195% 1.83%