-----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, BNHAit9SYhWGn9/6ayUCVf8TLYeXZvi1d8OBCYQp5hJZjTYNOj8Z5V0YPCk1zQNL E5UpvftrtHe8HU80ofUv9g== 0000910662-09-000219.txt : 20090508 0000910662-09-000219.hdr.sgml : 20090508 20090508132600 ACCESSION NUMBER: 0000910662-09-000219 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20040930 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: 09809087 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 form13f3q2004.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: September 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: 114 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $250,419 (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 3859 78000 shs SOLE 78000 Agilent Techs COM 00846U101 2092 97000 shs SOLE 97000 Alliant Techsystems COM 018804104 484 8000 shs SOLE 8000 Alvarion COM M0861T100 2290 177000 shs SOLE 177000 Amgen COM 031162100 5738 101000 shs SOLE 101000 AMX Corporation COM 00180C105 858 47624 shs SOLE 47624 Analog Devices COM 032654105 2947 76000 shs SOLE 76000 Apple Computers COM 037833100 4201 108400 shs SOLE 108400 Applera Appd Bios COM 038149100 1423 75400 shs SOLE 75400 Applied Mats COM 038222105 4172 253000 shs SOLE 253000 Arthrocare COM 043136100 2182 74500 shs SOLE 74500 Aspen Technology COM 045327103 1538 220000 shs SOLE 220000 Authentidate Holding COM 052666104 182 30000 shs SOLE 30000 Autodesk COM 052769106 3015 62000 shs SOLE 62000 Automatic Data Processing COM 053015103 2397 58000 shs SOLE 58000 Avid Technologies COM 05367P100 2812 80000 shs SOLE 80000 BEA Systems COM 073325102 670 97000 shs SOLE 97000 Biogen Idec COM 09062X103 4193 68550 shs SOLE 68550 Biomet COM 090613100 3422 73000 shs SOLE 73000 Boston Scientific COM 101137107 2582 65000 shs SOLE 65000 California Micro Devices COM 130439102 618 80000 shs SOLE 80000 Candela Corporation COM 136907102 542 47000 shs SOLE 47000 Check Point Software Tech Lt COM M22465104 3615 233000 shs SOLE 233000 Chiron Corporation COM 170040109 3050 69000 shs SOLE 69000 Cisco Systems COM 17275R102 2561 141500 shs SOLE 141500 Citrix Systems COM 177376100 1060 60500 shs SOLE 60500 CMP Sciences COM 205363104 3815 81000 shs SOLE 81000 Cogent COM 19239Y108 730 40000 shs SOLE 40000 Cognizant Technology Solutions COM 192446102 610 20000 shs SOLE 20000 Computer Assoc International COM 12673P105 2499 95000 shs SOLE 95000 Comverse Tech COM 205862402 2448 150000 shs SOLE 150000 Cooper Cameron COM 13342B105 2468 45000 shs SOLE 45000 Dell Inc COM 24702R101 4913 138000 shs SOLE 138000 DSP Group COM 23332B106 3094 167000 shs SOLE 167000 DST Systems COM 233326107 2935 66000 shs SOLE 66000 Dycom Industries COM 267475101 426 15000 shs SOLE 15000 Ebay COM 278642103 1471 16000 shs SOLE 16000 Electronic Arts COM 285512109 2391 52000 shs SOLE 52000 EMC Mass COM 268648102 346 30000 shs SOLE 30000 F5 Networks COM 315616102 609 20000 shs SOLE 20000 First Data COM 319963104 3480 80000 shs SOLE 80000 Fiserv COM 337738108 2336 67000 shs SOLE 67000 Foundry Networks COM 35063R100 1898 260000 shs SOLE 260000 Gartner COM 366651107 935 80000 shs SOLE 80000 Genentech COM 368710406 5111 97500 shs SOLE 97500 Genzyme COM 372917104 3123 57400 shs SOLE 57400 Harmonic COM 413160102 1862 280000 shs SOLE 280000 Harris COM 413875105 6208 123000 shs SOLE 123000 Hewlett-Packard COM 428236103 2663 142000 shs SOLE 142000 HI/FN COM 428358105 614 70000 shs SOLE 70000 Integrated Device Technology COM 458118106 2287 240000 shs SOLE 240000 Intel COM 458140100 1605 80000 shs SOLE 80000 International Business Machines COM 459200101 4673 54500 shs SOLE 54500 Intevac COM 461148108 109 187500 shs SOLE 187500 Juniper Networks COM 48203R104 2950 140000 shs SOLE 140000 KLA Tencor COM 482480100 5641 136000 shs SOLE 136000 LAM Research COM 512807108 2122 97000 shs SOLE 97000 LG Philips LCD COM 50186V102 7363 516000 shs SOLE 516000 Linear Tech COM 535678106 4570 126100 shs SOLE 126100 Lockheed Martin Corp COM 539830109 4886 87600 shs SOLE 87600 Manhattan Associates COM 562750109 1221 65000 shs SOLE 65000 Martek Biosciences COM 572901106 1216 25000 shs SOLE 25000 Matrixone COM 57685P304 228 45000 shs SOLE 45000 Maxim Integ Products COM 57772K101 4490 106181 shs SOLE 106181 McAfee Inc COM 579064106 3447 171500 shs SOLE 171500 Medimmune COM 584699102 2489 105000 shs SOLE 105000 Medtronic COM 585055106 5356 103200 shs SOLE 103200 Micron Tech COM 595112103 1404 116700 shs SOLE 116700 Microsemi COM 595137100 1072 112100 shs SOLE 112100 Microsoft COM 594918104 4363 157800 shs SOLE 157800 Millipore COM 601073109 2010 42000 shs SOLE 42000 Mindspeed Technologies COM 602682205 400 200000 shs SOLE 200000 National Instruments COM 636518102 91 12000 shs SOLE 12000 NCR COM 62886E108 2480 50000 shs SOLE 50000 NDS Gp COM 628891103 270 10000 shs SOLE 10000 Netgear COM 64111Q104 122 80000 shs SOLE 80000 Network Appliance COM 64120L104 3509 137250 shs SOLE 137250 Nextel Comms COM 65332V103 1269 53250 shs SOLE 53250 Novellus Systems COM 670008101 2379 89300 shs SOLE 89300 Oracle COM 68389X105 2679 237500 shs SOLE 237500 Peoplesoft COM 712713106 2005 101000 shs SOLE 101000 Plexus COM 729132100 1546 140000 shs SOLE 140000 Polycom COM 73172K104 1962 105000 shs SOLE 105000 PTEK Holdings COM 740585104 171 70000 shs SOLE 70000 Qualcomm COM 747525103 4451 114000 shs SOLE 114000 SafeNet COM 78645R107 1451 70000 shs SOLE 70000 Salesforce.com COM 79466L302 117 7500 shs SOLE 7500 Schlumberger (NYS) COM 806857108 2356 35000 shs SOLE 35000 Scientific-Atlanta COM 808655104 1555 60000 shs SOLE 60000 Seagate Tech COM G7945J104 0 180000 shs SOLE 180000 Ship Finance Intl COM G81075106 2 94 shs SOLE 94 Siebel Sys COM 826170102 861 89200 shs SOLE 89200 Sirf Technology Holdings COM 82967H101 569 40000 shs SOLE 40000 Sonicwall COM 835470105 189 83000 shs SOLE 83000 Sonus Networks COM 835916107 1239 245000 shs SOLE 245000 St Jude Medical COM 790849103 5570 74000 shs SOLE 74000 Standard Microsystems COM 853626109 1818 103800 shs SOLE 103800 Symantec COM 871503108 6640 121000 shs SOLE 121000 Synopsys COM 871607107 766 48600 shs SOLE 48600 Tegal COM 879008209 384 300000 shs SOLE 300000 Teradyne COM 880770102 1166 87000 shs SOLE 87000 Tessera Technologies COM 88164L100 1326 60000 shs SOLE 60000 Texas Insts COM 882508104 3426 161000 shs SOLE 161000 Therma-Wave COM 88343A108 68 190000 shs SOLE 190000 Thermo Electron COM 883556102 1351 50000 shs SOLE 50000 Tibco Software COM 88632Q103 1447 275000 shs SOLE 275000 Unova COM 458786100 1475 130000 shs SOLE 130000 Veritas DGC COM 92343P107 342 15000 shs SOLE 15000 Veritas Software COM 923436109 1691 80000 shs SOLE 80000 Western Digital COM 958102105 220 25000 shs SOLE 25000 Xerox COM 984121103 1985 141000 shs SOLE 141000 Xilinx COM 983919101 1960 72583 shs SOLE 72583 Yahoo COM 984332106 3561 130000 shs SOLE 130000 Zarlink Semiconductor COM 989139100 561 185000 shs SOLE 185000
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