-----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, DcNVBQNpwOo/odP7ifWmNpJbEDeu/GovH+CLO4/ZjIsGHB4XO/myO6+mAD2gULNc nXTmeN3D6lXuNEYEBOtCUw== 0000910662-09-000243.txt : 20090514 0000910662-09-000243.hdr.sgml : 20090514 20090514140140 ACCESSION NUMBER: 0000910662-09-000243 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20070331 FILED AS OF DATE: 20090514 DATE AS OF CHANGE: 20090514 EFFECTIVENESS DATE: 20090514 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: 09825710 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 form13f1q2007.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: March 31, 2007 -------------- 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 14, 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: 132 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $523,125 (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 0225 270200 shs SOLE 270200 Altera COM 021441100 5607 280500 shs SOLE 280500 Amer Med Sys Hdg COM 02744M108 3652 172500 shs SOLE 172500 Amgen COM 031162100 5482 98100 shs SOLE 98100 Anadigics COM 032515108 768 65000 shs SOLE 65000 Analog Devices COM 032654105 6394 185400 shs SOLE 185400 Apple Computers COM 037833100 1677 125682 shs SOLE 125682 Applied Mats COM 038222105 8911 486400 shs SOLE 486400 Aspen Technology COM 045327103 1781 137000 shs SOLE 137000 ATMI COM 00207R101 7572 321850 shs SOLE 321850 Autodesk COM 052769106 3659 97303 shs SOLE 97303 Bristol Myers Squibb Call 27.5 Option June 2007 COM 110122908 810 6000 shs CALL SOLE 6000 Broadcom COM 111320107 9621 370100 shs SOLE 370100 Check Point Software Tech Lt COM M22465104 3977 178500 shs SOLE 178500 Ciena Corp COM 171779309 5590 200000 shs SOLE 200000 Cirrus Logic COM 172755100 1356 177000 shs SOLE 177000 Cisco Systems COM 17275R102 9701 380000 shs SOLE 380000 Citrix Systems COM 177376100 5554 173400 shs SOLE 173400 CMP Sciences COM 205363104 1981 38000 shs SOLE 38000 Coca Cola COM 191216100 1600 450000 shs SOLE 450000 Cogent Communications Group COM 19239V302 2786 197900 shs SOLE 197900 Cognizant Technology Solutions COM 192446102 4345 71431 shs SOLE 71431 Companhia Brasileira De Dist COM 20440T201 1437 67958 shs SOLE 67958 Companhia de Bebidas Das Ame COM 20441W203 500 9100 shs SOLE 9100 Comtech Telecommunications COM 205826209 3098 120000 shs SOLE 120000 Concur Technologies COM 206708109 2111 120900 shs SOLE 120900 Corning COM 219350105 5660 248900 shs SOLE 248900 Cresud COM 226406106 5133 250000 shs SOLE 250000 Cymer COM 232572107 6324 184000 shs SOLE 184000 Cypress Semicon COM 232806109 5201 280400 shs SOLE 280400 Daktronics COM 234264109 3156 184500 shs SOLE 184500 DST Systems COM 233326107 9400 125000 shs SOLE 125000 Electronic Arts COM 285512109 5676 112700 shs SOLE 112700 F5 Networks COM 315616102 4323 87600 shs SOLE 87600 Finisar Corp COM 31787A101 1400 1060000 shs SOLE 1060000 FormFactor COM 346375108 2417 54000 shs SOLE 54000 Forrester Research COM 346563109 3712 130900 shs SOLE 130900 Genentech COM 368710406 7038 85700 shs SOLE 85700 Genzyme COM 372917104 5066 84400 shs SOLE 84400 Globecomm Systems COM 37956X103 693 64800 shs SOLE 64800 Goldman Sachs Put Option 170 July 2007 COM 38141G954 300 2000 shs PUT SOLE 2000 Goodrich Bf COM 382388106 4633 90000 shs SOLE 90000 Google COM 38259P508 0171 30424 shs SOLE 30424 Grupo Televisa COM 40049J206 252 8465 shs SOLE 8465 Harris COM 413875105 6527 128100 shs SOLE 128100 Hewlett-Packard COM 428236103 7293 181700 shs SOLE 181700 I2 Technologies COM 465754208 1560 65000 shs SOLE 65000 ID Systems COM 449489103 698 58000 shs SOLE 58000 Interactive Intelligence COM 45839M103 1525 100082 shs SOLE 100082 International Business Machines COM 459200101 7239 76800 shs SOLE 76800 Ishares Nasdaq Biotech Index Fund COM 464287556 3789 50000 shs SOLE 50000 Itron COM 465741106 1987 30552 shs SOLE 30552 Juniper Networks COM 48203R104 2952 150000 shs SOLE 150000 KLA Tencor COM 482480100 0120 189800 shs SOLE 189800 LAM Research COM 512807108 8161 172400 shs SOLE 172400 Liveperson COM 538146101 236 30000 shs SOLE 30000 Lockheed Martin Corp COM 539830109 8024 82700 shs SOLE 82700 Loral Space & Comms COM 543881106 1832 36000 shs SOLE 36000 Maxwell Technologies COM 577767106 2671 342500 shs SOLE 342500 McAfee Inc COM 579064106 6526 224400 shs SOLE 224400 Medtronic COM 585055106 5024 102400 shs SOLE 102400 Mellanox Technologies COM #N/A N/A 730 50000 shs SOLE 50000 Microsoft COM 594918104 3071 110200 shs SOLE 110200 Millipore COM 601073109 6254 86300 shs SOLE 86300 Mirant COM 60467R100 486 12000 shs SOLE 12000 Motorola COM 620076109 2405 136100 shs SOLE 136100 Nat Semiconductor COM 637640103 8883 497560 shs SOLE 497560 NCR COM 62886E108 6210 130000 shs SOLE 130000 NDS Gp COM 628891103 5984 146823 shs SOLE 146823 Netlogic Microsystems COM 64118B100 3282 178600 shs SOLE 178600 Network Appliance COM 64120l104 1000 381200 shs SOLE 381200 Neustar Inc COM 64126X201 3583 200400 shs SOLE 200400 Norfolk Sthn COM 655844108 2650 250000 shs SOLE 250000 Nuance Communications COM 67020Y100 2603 170000 shs SOLE 170000 Orbcomm Inc COM 68555P100 401 31460 shs SOLE 31460 OYO Geospace COM 671074102 2128 30000 shs SOLE 30000 Petrobras Pn COM 71654V101 477 5340 shs SOLE 5340 Polycom COM 73172K104 3500 140000 shs SOLE 140000 PowerShares Global Water COM 73935X575 4018 750000 shs SOLE 750000 Qlogic COM 747277101 4769 280500 shs SOLE 280500 Qualcomm COM 747525103 1399 316200 shs SOLE 316200 Raytheon COM 755111507 3845 73300 shs SOLE 73300 Rudolph Techs COM 781270103 1238 71000 shs SOLE 71000 Salesforce.com COM 79466L302 7279 236000 shs SOLE 236000 Sandisk COM 80004C101 3635 83000 shs SOLE 83000 Seagate Tech COM G7945J104 0 180000 shs SOLE 180000 Sonosite COM 83568G104 11 400 shs SOLE 400 Sonus Networks COM 835916107 2179 270000 shs SOLE 270000 St Jude Medical COM 790849103 4513 120000 shs SOLE 120000 Stalnaya Gruppa Mechel COM 583840103 1088 32717 shs SOLE 32717 Standard Microsystems COM 853626109 5479 179400 shs SOLE 179400 Sun Microsystems COM 866810203 5797 1313000 shs SOLE 1313000 Synopsys COM 871607107 3921 149500 shs SOLE 149500 Tegal COM 879008209 318 68299 shs SOLE 68299 Teradyne COM 880770102 2068 125000 shs SOLE 125000 Texas Insts COM 882508104 4067 135100 shs SOLE 135100 Thermo Electron COM 883556102 6166 131900 shs SOLE 131900 THQ Inc COM 872443403 1880 55000 shs SOLE 55000 Trimble Navigation Limited COM 896239100 1745 65000 shs SOLE 65000 Trintech Group COM 896682200 995 250000 shs SOLE 250000 Ultimate Software Group COM 90385D107 3413 199500 shs SOLE 199500 Vital Images COM 92846N104 883 26542 shs SOLE 26542 Webex Comms COM 94767L109 3656 84323 shs SOLE 84323 Xilinx COM 983919101 3088 120000 shs SOLE 120000 Xyratex Ltd COM #N/A N/A 1091 45700 shs SOLE 45700 Yahoo COM 984332106 4878 605900 shs SOLE 605900 Salesforce.com COM 79466L302 2696 90200 shs SOLE 90200 Schlumberger (NYS) COM 806857108 3038 28400 shs SOLE 28400 Seagate Tech COM G7945J104 0 180000 shs SOLE 180000 Sigma Designs COM 826565103 2159 181000 shs SOLE 181000 Sonus Networks COM 835916107 822 150000 shs SOLE 150000 Southern COM 842587107 580 17700 shs SOLE 17700 St Jude Medical COM 790849103 3186 77700 shs SOLE 77700 Stamps Com Inc COM 852857200 529 15000 shs SOLE 15000 Standard Microsystems COM 853626109 2034 78300 shs SOLE 78300 Sun Microsystems COM 866810203 3078 709400 shs SOLE 709400 Symantec COM 871503108 1675 99531 shs SOLE 99531 Synopsys COM 871607107 4135 185000 shs SOLE 185000 Tegal COM 879008209 156 300000 shs SOLE 300000 Tektronix COM 879131100 3821 107000 shs SOLE 107000 Tellabs COM 879664100 3657 230000 shs SOLE 230000 Terremark Worldwide COM 881448203 165 19420 shs SOLE 19420 Texas Insts COM 882508104 3572 110000 shs SOLE 110000 Thermo Electron COM 883556102 2374 64000 shs SOLE 64000 Tibco Software COM 88632Q103 1463 175000 shs SOLE 175000 Veeco Instruments COM 922417100 584 45200 shs SOLE 45200 ViaSat COM 92552V100 860 30000 shs SOLE 30000 Vocus Inc COM 92858J108 193 13000 shs SOLE 13000 Webex Comms COM 94767L109 2694 96000 shs SOLE 96000 Westar Energy COM 95709T100 477 22900 shs SOLE 22900 Xilinx COM 983919101 2622 102983 shs SOLE 102983 Yahoo COM 984332106 2581 80000 shs SOLE 80000
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