-----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, GbECpp2YYUT5qdCh5GY98axI3BDNUxSfM7BMx5HSW0BWR6fCY2pU6xBg0XF3txQg Z4gQWXaUZ83/v3UsRdbv3Q== 0000910662-09-000249.txt : 20090514 0000910662-09-000249.hdr.sgml : 20090514 20090514140556 ACCESSION NUMBER: 0000910662-09-000249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 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: 09825741 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 form13f4q2007.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, 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: 112 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $653,201 (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 ----- -------- ------- ---- ---------- -------- Activision Inc COM 00507V109 2228 75000 shs SOLE 75000 Adobe Systems COM 00724F101 10592 301880 shs SOLE 301880 AES COM 00130H105 1283 60000 shs SOLE 60000 Agilent Techs COM 00846U101 4041 110000 shs SOLE 110000 Allegheny Energy COM 017361106 954 15000 shs SOLE 15000 Altera COM 021441100 5683 369170 shs SOLE 369170 Altus Pharmaceuticals COM 02216N105 190 36700 shs SOLE 36700 Amgen COM 031162100 929 20000 shs SOLE 20000 Apple COM 037833100 25202 143330 shs SOLE 143330 Applied Mats COM 038222105 7271 491410 shs SOLE 491410 Ariba COM 04033V203 1004 90000 shs SOLE 90000 Aruba Networks COM 043176106 3429 350000 shs SOLE 350000 Aspen Technology COM 045327103 1784 110000 shs SOLE 110000 Autodesk COM 052769106 6409 128800 shs SOLE 128800 Automatic Data Processing COM 053015103 2817 63250 shs SOLE 63250 AXT COM 00246W103 607 97927 shs SOLE 97927 Biogen Idec COM 09062X103 1218 21400 shs SOLE 21400 Biomarin Pharmaceutical COM 09061G101 825 23300 shs SOLE 23300 BMC Software COM 055921100 3101 87000 shs SOLE 87000 Broadcom COM 111320107 6064 272700 shs SOLE 272700 Cadence Design System COM 127387108 3015 177230 shs SOLE 177230 Cavium Networks COM 14965A101 921 40000 shs SOLE 40000 Cephalon COM 156708109 753 10500 shs SOLE 10500 China Medical Tech-Sponsored COM 169483104 178 4000 shs SOLE 4000 Ciena Corp COM 171779309 5088 194160 shs SOLE 194160 Cisco Systems COM 17275R102 15648 688060 shs SOLE 688060 Citrix Systems COM 177376100 4968 130700 shs SOLE 130700 Cognizant Technology Solutions COM 192446102 4480 192000 shs SOLE 192000 Concur Technologies COM 206708109 4215 156400 shs SOLE 156400 ConocoPhillips COM 20825C104 28698 325000 shs SOLE 325000 Constellation Energy COM 210371100 1333 13000 shs SOLE 13000 Corning COM 219350105 6477 330000 shs SOLE 330000 Covidien COM G2552x108 797 18000 shs SOLE 18000 Cresud COM 226406106 12935 650000 shs SOLE 650000 CSX COM 126408103 70412 1601000 shs SOLE 1601000 CVS Caremark Corp COM 126650100 716 18000 shs SOLE 18000 Cybersource COM 23251J106 1297 73000 shs SOLE 73000 Cypress Semicon COM 232806109 8395 233000 shs SOLE 233000 Digital River COM 25388B104 2811 123000 shs SOLE 123000 DST Systems COM 233326107 4128 50000 shs SOLE 50000 Ebay COM 278642103 4813 145000 shs SOLE 145000 Electronic Arts COM 285512109 6825 116850 shs SOLE 116850 EMC Mass COM 268648102 9282 500930 shs SOLE 500930 Entergy COM 29364G103 1315 11000 shs SOLE 11000 F5 Networks COM 315616102 4395 216108 shs SOLE 216108 First Solar Inc COM 336433107 1736 6500 shs SOLE 6500 Freeport-Mcmoran Copper & Gold COM 35671D857 10244 100000 shs SOLE 100000 Genentech COM 368710406 1341 20000 shs SOLE 20000 Genzyme COM 372917104 4094 55000 shs SOLE 55000 Goodrich Bf COM 382388106 4929 69810 shs SOLE 69810 Google COM 38259P508 18670 31300 shs SOLE 31300 Harris COM 413875105 3761 60000 shs SOLE 60000 Hewlett-Packard COM 428236103 13479 267010 shs SOLE 267010 Hologic COM 436440101 5218 98020 shs SOLE 98020 Informatica COM 45666Q102 901 50000 shs SOLE 50000 Intel COM 458140100 9464 430000 shs SOLE 430000 International Business Machines COM 459200101 10424 96430 shs SOLE 96430 Inverness Medical Innovation COM 46126P106 4552 103020 shs SOLE 103020 Juniper Networks COM 48203R104 5445 164000 shs SOLE 164000 KLA Tencor COM 482480100 6308 130981 shs SOLE 130981 Laboratory Corp Amer Hdg COM 50540R409 748 9900 shs SOLE 9900 LAM Research COM 512807108 5474 126635 shs SOLE 126635 Lockheed Martin Corp COM 539830109 6789 64500 shs SOLE 64500 Mastercard COM 57636Q104 26900 125000 shs SOLE 125000 McAfee Inc COM 579064106 4500 120000 shs SOLE 120000 Medtronic COM 585055106 3342 66490 shs SOLE 66490 MEMC Electronic Materials COM 552715104 3982 45000 shs SOLE 45000 Merck COM 589331107 616 10600 shs SOLE 10600 Microsoft COM 594918104 11107 362000 shs SOLE 362000 Millipore COM 601073109 3535 48300 shs SOLE 48300 Mobile Telesystems COM 607409109 1527 15000 shs SOLE 15000 NDS Gp COM 628891103 7098 152823 shs SOLE 152823 Netlogic Microsystems COM 64118B100 3070 148342 shs SOLE 148342 Network Appliance COM 64120l104 2017 80800 shs SOLE 80800 Novellus Systems COM 670008101 2757 100000 shs SOLE 100000 NRG Energy COM 629377508 1084 25000 shs SOLE 25000 Nuance Communications COM 67020Y100 3182 230369 shs SOLE 230369 Nuvasive COM 670704105 2371 60000 shs SOLE 60000 Omniture COM 68212S109 1265 38000 shs SOLE 38000 Oracle COM 68389X105 14728 767270 shs SOLE 767270 OYO Geospace COM 671074102 904 12000 shs SOLE 12000 Phase Forward COM 71721R406 2610 120000 shs SOLE 120000 Pico Holdings COM 693366205 11767 350000 shs SOLE 350000 Powershares DB Agriculture Fund COM 73936B408 29691 900000 shs SOLE 900000 PowerShares Global Water NPV Inc COM 73935X575 22470 1050000 shs SOLE 1050000 PPL COM 69351T106 1146 22000 shs SOLE 22000 Qualcomm COM 747525103 15982 481150 shs SOLE 481150 Quest Software COM 74834T103 1844 100000 shs SOLE 100000 Raytheon COM 755111507 4249 70000 shs SOLE 70000 Research In Motion COM 760975102 9492 95700 shs SOLE 95700 Riverbed Technology COM 768573107 1471 55000 shs SOLE 55000 Salesforce.com COM 79466L302 6376 130700 shs SOLE 130700 Seagate Technology COM G7945j104 1836 72000 shs SOLE 72000 Shaw Group COM 820280105 939 15530 shs SOLE 15530 Sonus Networks COM 835916107 1399 240000 shs SOLE 240000 St Jude Medical COM 790849103 3369 82890 shs SOLE 82890 Standard Microsystems COM 853626109 3516 90000 shs SOLE 90000 Tegal COM 879008209 273 68299 shs SOLE 68299 Tessera Technologies COM 88164L100 2080 50000 shs SOLE 50000 Texas Insts COM 882508104 8368 250530 shs SOLE 250530 Thermo Electron COM 883556102 4654 80680 shs SOLE 80680 THQ Inc COM 872443403 1691 60000 shs SOLE 60000 Trimble Navigation Limited COM 896239100 3018 131150 shs SOLE 131150 Ultimate Software Group COM 90385D107 5348 216930 shs SOLE 216930 United Therapeutics Corporation COM 91307C102 518 5300 shs SOLE 5300 Verisign COM 92343E102 4889 130000 shs SOLE 130000 Vimpelcom COM 68370R109 416 10000 shs SOLE 10000 Vmware COM 928563402 3740 55000 shs SOLE 55000 Westar Energy COM 95709T100 1167 45000 shs SOLE 45000 Wisconsin Energy COM 976657106 1218 25000 shs SOLE 25000 Yahoo 30 Call Option January 2008 COM 984332906 15 5000 shs CALL SOLE 5000 Zimmer Holdings COM 98956P102 562 8500 shs SOLE 8500
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