-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, OcrxDVwj+n1eGRmr10VoL+NfYlVexWoC5GE1gfMbF5mcHOjWkyBULRtUwIC5875E A/W8JpUQIJsuMMesujr9qg== 0000910662-09-000217.txt : 20090508 0000910662-09-000217.hdr.sgml : 20090508 20090508132429 ACCESSION NUMBER: 0000910662-09-000217 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20040630 FILED AS OF DATE: 20090508 DATE AS OF CHANGE: 20090508 EFFECTIVENESS DATE: 20090508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Polar Capital LLP CENTRAL INDEX KEY: 0001439303 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13167 FILM NUMBER: 09809075 BUSINESS ADDRESS: STREET 1: 4 MATTHEW PARKER STREET CITY: LONDON STATE: X0 ZIP: E14 9NY BUSINESS PHONE: 02072272758 MAIL ADDRESS: STREET 1: 4 MATTHEW PARKER STREET CITY: LONDON STATE: X0 ZIP: E14 9NY 13F-HR 1 form13f2q2004.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2004 ------------- Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Polar Capital LLP ---------------------------- Address: 4 Matthew Parker Street ---------------------------- London SW1H 9NP ---------------------------- England ---------------------------- Form 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Compliance Administrator: Name: Boura Tomlinson ---------------------------- Title: Head of Legal and Compliance ---------------------------- Phone: +44 (0) 20 7227 2758 ---------------------------- Signature, Place, and Date of Signing: /s/ Boura Tomlinson - ------------------- [Signature] London, England - --------------- [City, State] May 8, 2009 - ----------- [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE REPORT SUMMARY: Number of Other Included Managers: 0 - -------------------------------------------------------------------------------- Form 13F Information Table Entry Total: 112 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $272,386 (thousands) - -------------------------------------------------------------------------------- FORM 13F INFORMATION TABLE
VOTING AUTHORITY NAME OF ISSUER TITLE OF CUSIP VALUE SHARES/ SH/PRN PUT/ INVESTMENT OTHER SOLE SHARED NONE - -------------- --------- ----- ----- ------- ------ ---- ---------- ------ ---- ------ ---- CLASS (x$1000) PRN AMT CALL DISCRETION MANAGERS ----- -------- ------- ---- ---------- -------- Adobe Systems COM 00724F101 3209 69000 shs SOLE 69000 Agilent Techs COM 00846U101 4246 145000 shs SOLE 145000 Airspan Networks COM 00950H102 202 36100 shs SOLE 36100 Akamai Techs COM 00971T101 242 13500 shs SOLE 13500 Alvarion COM M0861T100 2390 180000 shs SOLE 180000 Amgen COM 031162100 4911 90000 shs SOLE 90000 Analog Devices COM 032654105 4896 104000 shs SOLE 104000 Apple Computers COM 037833100 4504 152400 shs SOLE 152400 Applera Appd COM 038149100 1640 75400 shs SOLE 75400 Applied Mats COM 038222105 3728 190000 shs SOLE 190000 Arthrocare COM 043136100 1873 64500 shs SOLE 64500 Aspen Technology COM 045327103 1016 140000 shs SOLE 140000 Authentidate Holding COM 052666104 328 30000 shs SOLE 30000 Automatic Data Processing COM 053015103 2429 58000 shs SOLE 58000 BEA Systems COM 073325102 1323 187000 shs SOLE 187000 Biogen Idec COM 09062X103 4336 68550 shs SOLE 68550 Biomet COM 090613100 5244 118000 shs SOLE 118000 Boston Scientific COM 101137107 4836 113000 shs SOLE 113000 California Micro Devices COM 130439102 692 60000 shs SOLE 60000 Candela Corporation COM 136907102 1294 132000 shs SOLE 132000 Check Point Software Tech Lt COM M22465104 4453 185000 shs SOLE 185000 Cisco Systems COM 17275R102 3140 142500 shs SOLE 142500 Citrix Systems COM 177376100 2331 134500 shs SOLE 134500 CMP Sciences COM 205363104 3761 87000 shs SOLE 87000 Cognex COM 192422103 1385 36000 shs SOLE 36000 Cognizant Technology Solutions COM 192446102 280 11000 shs SOLE 11000 Computer Assoc International COM 12673P105 2666 95000 shs SOLE 95000 Comverse Tech COM 205862402 2592 150000 shs SOLE 150000 Cree COM 225447101 2477 131500 shs SOLE 131500 Cymer COM 232572107 636 17000 shs SOLE 17000 Dell Inc COM 24702R101 4943 146000 shs SOLE 146000 DSP Group COM 23332B106 817 30000 shs SOLE 30000 DST Systems COM 233326107 3174 66000 shs SOLE 66000 Ebay COM 278642103 2207 24000 shs SOLE 24000 Electronic Arts COM 285512109 1964 36000 shs SOLE 36000 EMC Mass COM 268648102 2867 268500 shs SOLE 268500 Extreme Networks COM 30226D106 524 95000 shs SOLE 95000 F5 Networks COM 315616102 530 20000 shs SOLE 20000 First Data COM 319963104 3562 80000 shs SOLE 80000 Fiserv COM 337738108 2606 67000 shs SOLE 67000 Gartner COM 366651107 1322 100000 shs SOLE 100000 Genentech COM 368710406 6604 117500 shs SOLE 117500 Genzyme COM 372917104 2717 57400 shs SOLE 57400 Harmonic COM 413160102 187 22000 shs SOLE 22000 Harris COM 413875105 3959 78000 shs SOLE 78000 Hewlett-Packard COM 428236103 3693 175000 shs SOLE 175000 HI/FN COM 428358105 1076 90000 shs SOLE 90000 Integrated Circuit Sys COM 45811K208 1711 63000 shs SOLE 63000 Intel COM 458140100 4844 175500 shs SOLE 175500 International Business Machines COM 459200101 4804 54500 shs SOLE 54500 Intevac COM 461148108 213 134000 shs SOLE 134000 Intuit COM 461202103 2122 65000 shs SOLE 65000 J2 Global Comms COM 46626E205 556 20000 shs SOLE 20000 Juniper Networks COM 48203R104 1327 54000 shs SOLE 54000 KLA Tencor COM 482480100 7481 147000 shs SOLE 147000 KVH Industries COM 482738101 449 35000 shs SOLE 35000 LAM Research COM 512807108 2600 97000 shs SOLE 97000 Linear Tech COM 535678106 7543 191100 shs SOLE 191100 Lockheed Martin Corp COM 539830109 3885 74600 shs SOLE 74600 Martek Biosciences COM 572901106 1797 32000 shs SOLE 32000 Matrixone COM 57685P304 587 85000 shs SOLE 85000 Maxim Integ Products COM 57772K101 8659 168681 shs SOLE 168681 Medimmune COM 584699102 2456 105000 shs SOLE 105000 Medtronic COM 585055106 3469 71200 shs SOLE 71200 Metrologic Instruments COM 591676101 239 12000 shs SOLE 12000 Micron Tech COM 595112103 1787 116700 shs SOLE 116700 Micros Systems COM 594901100 705 14700 shs SOLE 14700 Microsemi COM 595137100 355 25000 shs SOLE 25000 Microsoft COM 594918104 4507 157800 shs SOLE 157800 Millipore COM 601073109 3833 68000 shs SOLE 68000 Mindspeed Technologies COM 602682106 992 200000 shs SOLE 200000 Motorola COM 620076109 2373 130000 shs SOLE 130000 Multi-Fineline Electronix COM 62541B101 171 50000 shs SOLE 50000 Nat Semiconductor COM 637640103 2144 97500 shs SOLE 97500 National Instruments COM 636518102 276 9000 shs SOLE 9000 NCR COM 62886E108 2975 60000 shs SOLE 60000 Network Appliance COM 64120l104 2180 101250 shs SOLE 101250 Network Associates COM 579064106 2674 147500 shs SOLE 147500 Nextel Comms COM 65332V103 1420 53250 shs SOLE 53250 Novellus Systems COM 670008101 2808 89300 shs SOLE 89300 Oracle COM 68389X105 3609 302500 shs SOLE 302500 Overstock.Com COM 690370101 235 6000 shs SOLE 6000 Peoplesoft COM 712713106 2905 157000 shs SOLE 157000 Polycom COM 73172K104 3877 198000 shs SOLE 198000 Power Integrations COM 739276103 623 25000 shs SOLE 25000 PTEK Holdings COM 740585104 807 70000 shs SOLE 70000 Qualcomm COM 747525103 7626 99500 shs SOLE 99500 Research In Motion COM 760975102 411 16000 shs SOLE 16000 Resmed COM 761152107 2038 40000 shs SOLE 40000 Salesforce.com COM 79466L302 121 7500 shs SOLE 7500 Scientific-Atlanta COM 808655104 4934 163000 shs SOLE 163000 Seagate Tech COM G7945J104 0 180000 shs SOLE 180000 Siebel Sys COM 826170102 2290 264200 shs SOLE 264200 SpectraLink COM 847580107 298 20000 shs SOLE 20000 St Jude Medical COM 790849103 4842 64000 shs SOLE 64000 Stratasys COM 862685104 208 8400 shs SOLE 8400 Stratex Networks COM 86279T109 944 320000 shs SOLE 320000 Symantec COM 871503108 4816 110000 shs SOLE 110000 Synopsys COM 871607107 1382 48600 shs SOLE 48600 Tegal COM 879008209 372 200000 shs SOLE 200000 Teradyne COM 880770102 3065 135000 shs SOLE 135000 Texas Insts COM 882508104 3651 151000 shs SOLE 151000 Therma-Wave COM 88343A108 222 195000 shs SOLE 195000 Thermo Electron COM 883556102 1537 50000 shs SOLE 50000 United Therapeutics Corporation COM 91307C102 1796 70000 shs SOLE 70000 Veritas Software COM 923436109 2640 95000 shs SOLE 95000 Vitesse Semicon COM 928497106 195 40000 shs SOLE 40000 Western Digital COM 958102105 217 25000 shs SOLE 25000 Xerox COM 984121103 2770 191000 shs SOLE 191000 Xilinx COM 983919101 3217 96583 shs SOLE 96583 Yahoo COM 984332106 5933 163000 shs SOLE 163000 Zarlink Semiconductor COM 989139100 1058 245000 shs SOLE 245000
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