Hedge Fund - Peconic Partners LLC

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No. Security Ticker Shares Value Activity % Port History
1. PWR 5,007,840 $2,749,404,317 47.56%
2. DY 4,113,320 $1,393,675,082 +1% 24.11%
3. MTZ 3,578,431 $1,151,324,390 +124% 19.92%
4. AMZN 953,414 $198,567,534 +214% 3.43%
5. FCX 3,317,068 $194,977,257 +66% 3.37%