0001050464-23-000005.txt : 20230214 0001050464-23-000005.hdr.sgml : 20230214 20230214122833 ACCESSION NUMBER: 0001050464-23-000005 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: DYCOM INDUSTRIES INC CENTRAL INDEX KEY: 0000067215 STANDARD INDUSTRIAL CLASSIFICATION: WATER, SEWER, PIPELINE, COMM AND POWER LINE CONSTRUCTION [1623] IRS NUMBER: 591277135 STATE OF INCORPORATION: FL FISCAL YEAR END: 0128 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-18586 FILM NUMBER: 23625567 BUSINESS ADDRESS: STREET 1: 11780 U.S. HIGHWAY 1 STREET 2: SUITE 600 CITY: PALM BEACH GARDENS STATE: FL ZIP: 33408 BUSINESS PHONE: 561-627-7171 MAIL ADDRESS: STREET 1: 11780 U.S. HIGHWAY 1 STREET 2: SUITE 600 CITY: PALM BEACH GARDENS STATE: FL ZIP: 33408 FORMER COMPANY: FORMER CONFORMED NAME: MOBILE HOME DYNAMICS INC DATE OF NAME CHANGE: 19820302 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: PECONIC PARTNERS LLC CENTRAL INDEX KEY: 0001050464 IRS NUMBER: 133942422 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2129040440 MAIL ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: FLA ADVISERS L L C DATE OF NAME CHANGE: 19990325 SC 13G/A 1 peconicdycom13g20221231.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 4)* Dycom Industries Inc --------------------------------------------- (Name of Issuer) Common Stock, $0.01 par value ------------------------------------------------- (Title of Class of Securities) 267475101 ---------------------------------------------------- (CUSIP Number) December 31, 2022 ------------------------------------------------------------------------------ (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). ------------------------------------------------------------------------------ CUSIP No. 267475101 SCHEDULE 13G ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (entities only) Peconic Partners LLC 13-3942422 ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions): (a) [ ] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION New York ------------------------------------------------------------------------------ (5) SOLE VOTING POWER NUMBER OF None SHARES ------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER OWNED BY 2,519,892 EACH REPORTING ------------------------------------------- PERSON WITH (7) SOLE DISPOSITIVE POWER None ------------------------------------------- (8) SHARED DISPOSITIVE POWER 2,519,892 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,519,892 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 8.52% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON (See Instructions) IA ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ CUSIP No. 267475101 SCHEDULE 13G ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (entities only) William F. Harnisch ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions): (a) [ ] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION United States ------------------------------------------------------------------------------ (5) SOLE VOTING POWER NUMBER OF None SHARES ------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER OWNED BY 2,519,892 EACH REPORTING ------------------------------------------- PERSON WITH (7) SOLE DISPOSITIVE POWER None ------------------------------------------- (8) SHARED DISPOSITIVE POWER 2,519,892 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,519,892 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CASS REPRESENTED BY AMOUNT IN ROW (9) 8.52% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON (See Instructions) IN ------------------------------------------------------------------------------ CUSIP NO. 267475101 SCHEDULE 13G Item 1(a). Name of Issuer: Dycom Industries Inc Item 1(b). Address of Issuer's Principal Executive Offices: 11780 U.S. HIGHWAY 1, SUITE 600 Palm Beach Gardens, FL 33408 Item 2(a). Name of Persons Filing: (i) Peconic Partners LLC (ii) William F. Harnisch Item 2(b). Address of Principal Business Office or, if None, Residence: (i) P. O. Box 3002, 506 Montauk Highway, East Quogue, New York 11942 (ii) P. O. Box 3002, 506 Montauk Highway, East Quogue, New York 11942 Item 2(c). Citizenship: (i) New York (ii) United States Item 2(d). Title of Class of Securities: Common Stock, $0.01 par value Item 2(e). CUSIP Number: 267475101 Item 3. If This Statement is Filed Pursuant to Sections 240.13d-1(b) or 240.13d-2(b), Check Whether the Person Filing is a: (a) Peconic Partners LLC is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940, as amended. (b) William F. Harnisch is President and Chief Executive Officer of Peconic Partners LLC Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: Amount beneficially owned and (b) Percent of class: See Items 5 through 11 of the cover pages attached hereto. This Schedule 13G shall not be construed as an admission that the Reporting Persons, either for purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934, as amended, or for other purposes, are the beneficial owners of any securities covered by this statement. (c) See Items 5 through 8 of the cover pages attached hereto. Item 5. Ownership of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ]. Item 6. Ownership of More than Five Percent on Behalf of Another Person. Not applicable. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Controlling Person. Not applicable. Item 8. Identification and Classification of Members of the Group. Not applicable. Item 9. Notice of Dissolution of Group Not applicable. Item 10. Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. CUSIP NO. 267475101 SCHEDULE 13G SIGNATURES After reasonable inquiry and to the best of our knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. Dated: February 14, 2023 PECONIC PARTNERS LLC By: William F. Harnisch as President and Chief Executive Officer By: /s/ William F. Harnisch ------------------------------- William F. Harnisch Title: President and Chief Executive Officer William F. Harnisch By: /s/ William F. Harnisch ------------------------------- William F. Harnisch Individually CUSIP NO. 267475101 SCHEDULE 13G Exhibit A Agreement The undersigned, Peconic Partners LLC and William F. Harnisch, agree that the statement to which this exhibit is appended is filed on behalf of each of them. Dated: February 14, 2023 PECONIC PARTNERS LLC By: William F. Harnisch as President and Chief Executive Officer By: //s/ William F. Harnisch ------------------------------- William F. Harnisch Title: President and Chief Executive Officer William F. Harnisch By: /s/ William F. Harnisch ------------------------------- William F. Harnisch Individually