Sec Form 13G Filing - PECONIC PARTNERS LLC filing for DYCOM INDUSTRIES INC (DY) - 2024-04-18

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
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                    		UNITED STATES
         		SECURITIES AND EXCHANGE COMMISSION
               			Washington, D.C.  20549


                 		SCHEDULE 13G/A



                    Under the Securities Exchange Act of 1934
                             (Amendment No. 7)*


                                 Dycom Industries Inc
                  ---------------------------------------------
                                (Name of Issuer)


                     Common Stock, $0.01 par value
                -------------------------------------------------
                         (Title of Class of Securities)


                             	  267475101
                ----------------------------------------------------
                                 (CUSIP Number)


                                December 31, 2023
 ------------------------------------------------------------------------------
             (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/A
------------------------------------------------------------------------------
     (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                                3,274,182
EACH REPORTING                     -------------------------------------------
PERSON WITH                        (7)  SOLE DISPOSITIVE POWER
					None
                                   -------------------------------------------
                                   (8)  SHARED DISPOSITIVE POWER
                                        3,274,182
------------------------------------------------------------------------------
    (9)   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON


	  3,274,182

------------------------------------------------------------------------------
   (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)
                      11.16%
------------------------------------------------------------------------------
   (12)   TYPE OF REPORTING PERSON (See Instructions)
                      IA
------------------------------------------------------------------------------


------------------------------------------------------------------------------
CUSIP No. 267475101             SCHEDULE 13G/A
------------------------------------------------------------------------------
     (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				8,500
SHARES                             -------------------------------------------
BENEFICIALLY                       (6)  SHARED VOTING POWER
OWNED BY                                3,265,682
EACH REPORTING                     -------------------------------------------
PERSON WITH                        (7)  SOLE DISPOSITIVE POWER
					8,500
                                   -------------------------------------------
                                   (8)  SHARED DISPOSITIVE POWER
                                        3,265,682
------------------------------------------------------------------------------
    (9)   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

	  3,274,182

------------------------------------------------------------------------------
   (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)
                      11.16%
------------------------------------------------------------------------------
   (12)   TYPE OF REPORTING PERSON (See Instructions)
                      IN
------------------------------------------------------------------------------



CUSIP NO. 267475101              SCHEDULE 13G/A


Item 1(a).      Name of Issuer:

                Dycom Industries Inc

Item 1(b).      Address of Issuer's Principal Executive Offices:

              	11770 U.S. HIGHWAY 1, SUITE 101
		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)	599 Lexington Ave, 46th Floor, New York, NY  10022

	(ii) 	599 Lexington Ave, 46th Floor, New York, NY  10022



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/A


                                   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:  April 18, 2024


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/A


                                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:  April 18, 2024


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