-----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, OpBw/nsrCHr3bsKCX5J+KEz4pb26VTRscbagmP8PFkpRSWvaT+Nz4y8PO/uqip6j fbJmDV/UsA2eORUPtC9Nfw== 0000910662-09-000221.txt : 20090508 0000910662-09-000221.hdr.sgml : 20090508 20090508132818 ACCESSION NUMBER: 0000910662-09-000221 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20041231 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: 09809105 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 form13f4q2004.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: December 31, 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: 120 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $254,677 (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 4894 78000 shs SOLE 78000 Advanced Micro Devices COM 007903107 2092 95000 shs SOLE 95000 Agilent Techs COM 00846U101 484 97000 shs SOLE 97000 Alvarion COM M0861T100 2290 182000 shs SOLE 182000 Amgen COM 031162100 5738 64000 shs SOLE 64000 Analog Devices COM 032654105 858 108000 shs SOLE 108000 Apple Computers COM 037833100 2947 95400 shs SOLE 95400 Applera Appd Bios COM 038149100 4201 75400 shs SOLE 75400 Applied Mats COM 038222105 1423 248000 shs SOLE 248000 Arthrocare COM 043136100 4172 39500 shs SOLE 39500 Aspen Technology COM 045327103 2182 56000 shs SOLE 56000 AudioCodes COM M15342104 1538 63000 shs SOLE 63000 Authentidate Holding COM 052666104 182 30000 shs SOLE 30000 Autodesk COM 052769106 3015 124000 shs SOLE 124000 Automatic Data Processing COM 053015103 2397 58000 shs SOLE 58000 Avid Technologies COM 05367P100 2812 72000 shs SOLE 72000 BEA Systems COM 073325102 670 97000 shs SOLE 97000 Biogen Idec COM 09062X103 4193 70550 shs SOLE 70550 Biomet COM 090613100 3422 65000 shs SOLE 65000 Boston Scientific COM 101137107 2582 74500 shs SOLE 74500 Broadcom COM 111320107 618 95000 shs SOLE 95000 California Micro Devices COM 130439102 542 120000 shs SOLE 120000 Candela Corporation COM 136907102 3615 47000 shs SOLE 47000 Chartered Semicon COM 16133R106 3050 120000 shs SOLE 120000 Check Point Software Tech Lt COM M22465104 2561 163000 shs SOLE 163000 Cisco Systems COM 17275R102 1060 81500 shs SOLE 81500 CMGI COM 125750307 3815 200000 shs SOLE 200000 CMP Sciences COM 205363104 730 101000 shs SOLE 101000 Cogent COM 19239Y108 610 10000 shs SOLE 10000 Cognizant Technology Solutions COM 192446102 2499 16000 shs SOLE 16000 Colour Kinetics COM 19624P100 2448 15000 shs SOLE 15000 Computer Assoc International COM 12673P105 2468 167000 shs SOLE 167000 Comverse Tech COM 205862402 4913 135000 shs SOLE 135000 Cooper Cameron COM 13342B105 3094 30000 shs SOLE 30000 Corning COM 219350105 2935 247000 shs SOLE 247000 Dell Inc COM 24702R101 426 148000 shs SOLE 148000 Dot Hill Systems COM 25848T109 1471 20000 shs SOLE 20000 DSP Group COM 23332B106 2391 60000 shs SOLE 60000 DST Systems COM 233326107 346 66000 shs SOLE 66000 Dycom Industries COM 267475101 609 15000 shs SOLE 15000 Ebay COM 278642103 3480 23500 shs SOLE 23500 Edo Corp COM 281347104 2336 15000 shs SOLE 15000 Electronic Arts COM 285512109 1898 72000 shs SOLE 72000 EMC Mass COM 268648102 935 7800 shs SOLE 7800 F5 Networks COM 315616102 5111 13000 shs SOLE 13000 First Data COM 319963104 3123 80000 shs SOLE 80000 Foundry Networks COM 35063R100 1862 240000 shs SOLE 240000 Genentech COM 368710406 6208 97500 shs SOLE 97500 Genesis Microchip COM 37184C103 2663 10000 shs SOLE 10000 Genzyme COM 372917104 614 70400 shs SOLE 70400 Harmonic COM 413160102 2287 113000 shs SOLE 113000 Harris COM 413875105 1605 113000 shs SOLE 113000 Hewlett-Packard COM 428236103 4673 102000 shs SOLE 102000 Infocrossing COM 45664X109 109 28000 shs SOLE 28000 Intel COM 458140100 2950 80000 shs SOLE 80000 International Business Machines COM 459200101 5641 54500 shs SOLE 54500 Intevac COM 461148108 2122 170000 shs SOLE 170000 Juniper Networks Com NPV COM 48203R104 7363 140000 shs SOLE 140000 KLA Tencor COM 482480100 4570 131000 shs SOLE 131000 LAM Research COM 512807108 4886 97000 shs SOLE 97000 LG Philips LCD COM 50186V102 1221 516000 shs SOLE 516000 Linear Tech COM 535678106 1216 111100 shs SOLE 111100 Lockheed Martin Corp COM 539830109 228 87600 shs SOLE 87600 M Systems Flash Disk Pioneer COM M7061c100 4490 99000 shs SOLE 99000 Maxim Integ Products COM 57772K101 3447 91181 shs SOLE 91181 McAfee Inc COM 579064106 2489 111500 shs SOLE 111500 Medimmune COM 584699102 5356 125000 shs SOLE 125000 Medtronic COM 585055106 1404 103200 shs SOLE 103200 Metrologic Instruments COM 591676101 1072 10000 shs SOLE 10000 Micron Tech COM 595112103 4363 76700 shs SOLE 76700 Microsemi COM 595137100 2010 20000 shs SOLE 20000 Microsoft COM 594918104 400 157800 shs SOLE 157800 Millipore COM 601073109 91 67000 shs SOLE 67000 Mindspeed Technologies COM 602682106 2480 150000 shs SOLE 150000 Motorola COM 620076109 270 80000 shs SOLE 80000 Nat Semiconductor COM 637640103 122 185000 shs SOLE 185000 NCR COM 62886E108 3509 75000 shs SOLE 75000 Netgear COM 64111Q104 1269 40000 shs SOLE 40000 Network Appliance COM 64120l104 2379 137250 shs SOLE 137250 Nextel Comms COM 65332V103 2679 53250 shs SOLE 53250 Nice Systems COM 653656108 2005 87583 shs SOLE 87583 Novatel Wireless COM 66987M604 1546 30000 shs SOLE 30000 Novell COM 670006105 1962 120000 shs SOLE 120000 Novellus Systems COM 670008101 171 89300 shs SOLE 89300 Opsware COM 68383A101 4451 60000 shs SOLE 60000 Oracle COM 68389X105 1451 257500 shs SOLE 257500 Peoplesoft COM 712713106 117 101000 shs SOLE 101000 Plexus COM 729132100 2356 55000 shs SOLE 55000 Polycom COM 73172K104 1555 109000 shs SOLE 109000 PTEK Holdings COM 740585104 0 50000 shs SOLE 50000 Qualcomm1 COM 747525103 2 118000 shs SOLE 118000 SafeNet COM 78645R107 861 75000 shs SOLE 75000 Schlumberger (NYS) COM 806857108 569 24000 shs SOLE 24000 Scientific-Atlanta COM 808655104 189 60000 shs SOLE 60000 Seagate Tech COM G7945J104 1239 180000 shs SOLE 180000 Semiconductor Manufacturing COM 81663N206 5570 50000 shs SOLE 50000 Siebel Sys COM 826170102 1818 114200 shs SOLE 114200 Sonus Networks COM 835916107 6640 355000 shs SOLE 355000 St Jude Medical COM 790849103 766 108000 shs SOLE 108000 Standard Microsystems COM 853626109 384 103800 shs SOLE 103800 Sungard Data Systems COM 867363103 1166 55000 shs SOLE 55000 Symantec COM 871503108 1326 118000 shs SOLE 118000 Synopsys COM 871607107 3426 48600 shs SOLE 48600 Tegal COM 879008209 68 300000 shs SOLE 300000 Teradyne COM 880770102 1351 142000 shs SOLE 142000 Texas Insts COM 882508104 1447 173300 shs SOLE 173300 Therma-Wave COM 88343A108 1475 170000 shs SOLE 170000 Thermo Electron COM 883556102 342 50000 shs SOLE 50000 Tibco Software COM 88632Q103 1691 230000 shs SOLE 230000 Unova COM 458786100 220 130000 shs SOLE 130000 Utstarcom COM 918076100 1985 30000 shs SOLE 30000 Veritas Software COM 923436109 1960 95000 shs SOLE 95000 Vishay Intertech COM 928298108 3561 145000 shs SOLE 145000 Vnus Medical Technologies COM 928566108 561 39000 shs SOLE 39000 Western Digital COM 958102105 271 25000 shs SOLE 25000 Xerox COM 984121103 2994 176000 shs SOLE 176000 Xilinx COM 983919101 2688 90583 shs SOLE 90583 Yahoo COM 984332106 6236 165500 shs SOLE 165500 Zarlink Semiconductor COM 989139100 472 185000 shs SOLE 185000 Zebra Technologies COM 989207105 563 10000 shs SOLE 10000
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