Hedge Fund - Peconic Partners LLC

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. PWR 5,668,654 $513,410 -1% 51.37%
2. WCC 1,869,684 $192,241 +8% 19.23%
3. DY 973,384 $72,546 +34% 7.25%
4. CLF 3,333,800 $71,877 +86% 7.19%
5. MTZ 276,521 $29,339 -36% 2.93%