-----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, TnvQqH2RYoNSiJoRVzDcafawj6WpKr5fKdX8yLwPpJ7JGDnwqPCioeX+TUbv1PKE KthVzqv+OAVxZV8r6C3yXw== 0000910662-10-000091.txt : 20100222 0000910662-10-000091.hdr.sgml : 20100222 20100222104252 ACCESSION NUMBER: 0000910662-10-000091 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100222 DATE AS OF CHANGE: 20100222 EFFECTIVENESS DATE: 20100222 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-13167 FILM NUMBER: 10621457 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/A 1 form13fa4q2009.txt AMENDMENT NO. 1 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, 2009 ----------------- Check here if Amendment [X]; Amendment Number: 1 This Amendment (Check only one.): [X] 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] February 19, 2010 - ----------------- [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: 110 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $598,964 (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 ----- -------- ------- ---- ---------- -------- 3COM CORP COM 885535 10 4 2,588 345,000 SH SOLE 345,000 3PAR INC COM 88580F 10 9 5,037 425,080 SH SOLE 425,080 ABBOTT LABORATORIES COM 002824 10 0 3,509 65,000 SH SOLE 65,000 ABIOMED INC COM 003654 10 0 1,019 116,716 SH SOLE 116,716 ADOBE SYSTEMS INC COM 00724F 10 1 5,401 146,840 SH SOLE 146,840 AFFYMAX INC COM 00826A 10 9 1,319 53,314 SH SOLE 53,314 AIRVANA INC COM 00950V 10 1 1,287 169,400 SH SOLE 169,400 AKAMAI TECHNOLOGIES COM 00971T 10 1 1,824 72,000 SH SOLE 72,000 ALEXION PHARMACEUTICALS INC COM 015351 10 9 2,124 43,502 SH SOLE 43,502 ALLERGAN INC COM 018490 10 2 2,520 40,000 SH SOLE 40,000 ALLOT COMMUNICATIONS LTD SHS M0854Q 10 5 3,589 910,830 SH SOLE 910,830 ALPHATEC HOLDINGS INC COM 02081G 10 2 1,309 245,200 SH SOLE 245,200 ALTERA CORPORATION COM 021441 10 0 6,823 301,520 SH SOLE 301,520 AMAZON.COM INC COM 023135 10 6 5,877 43,690 SH SOLE 43,690 AMDOCS LTD ORD G02602 10 3 1,773 62,137 SH SOLE 62,137 AMERICAN TOWER CORP CL A 029912 20 1 4,753 110,000 SH SOLE 110,000 AMGEN INC COM 031162 10 0 2,829 50,000 SH SOLE 50,000 ANALOG DEVICES INC COM 032654 10 5 6,374 201,826 SH SOLE 201,826 ANSYS INC COM 03662Q 10 5 1,356 31,200 SH SOLE 31,200 APPLE INC COM 037833 10 0 44,199 209,740 SH SOLE 209,740 ARCSIGHT INC COM 039666 10 2 4,856 189,850 SH SOLE 189,850 ARIBA INC COM NEW 04033V 20 3 4,492 358,820 SH SOLE 358,820 ART TECHNOLOGY GROUP INC COM 04289L 10 7 1,254 278,020 SH SOLE 278,020 ARUBA NETWORKS INC COM 043176 10 6 4,702 441,106 SH SOLE 441,106 ASIAINFO HOLDINGS INC COM 04518A 10 4 8,025 263,550 SH SOLE 263,550 ATHENAHEALTH INC COM 04685W 10 3 3,167 70,000 SH SOLE 70,000 ATMEL CORP COM 049513 10 4 3,187 691,250 SH SOLE 691,250 SPON ADR BAIDU INC REP A 056752 10 8 6,382 15,520 SH SOLE 15,520 BRINKS CO COM 109696 10 4 3,164 130,000 SH SOLE 130,000 BROADCOM CORP CL A 111320 10 7 2,360 75,000 SH SOLE 75,000 CARDIONET INC COM 14159L 10 3 517 87,000 SH SOLE 87,000 CERAGON NETWORKS LTD ORD M22013 10 2 1,156 98,450 SH SOLE 98,450 CERNER CORP COM 156782 10 4 1,979 24,000 SH SOLE 24,000 CHECK POINT SOFTWARE TECH ORD M22465 10 4 4,938 145,750 SH SOLE 145,750 CISCO SYSTEMS INC COM 17275R 10 2 22,923 957,510 SH SOLE 957,510 CITRIX SYSTEMS INC COM 177376 10 0 4,900 117,750 SH SOLE 117,750 COGNIZANT TECH SOLUTIONS CL A 192446 10 2 8,335 183,883 SH SOLE 183,883 COMMUNITY HEALTH SYSTEMS INC COM 203668 10 8 2,100 59,000 SH SOLE 59,000 COMMVAULT SYSTEMS INC COM 204166 10 2 5,317 224,350 SH SOLE 224,350 COMPELLENT TECHNOLOGIES INC COM 20452A 10 8 3,733 164,600 SH SOLE 164,600 CONCUR TECHNOLOGIES INC COM 206708 10 9 5,192 121,450 SH SOLE 121,450 CONSTANT CONTACT INC COM 210313 10 2 2,298 143,606 SH SOLE 143,606 CORNING INC COM 219350 10 5 3,652 189,100 SH SOLE 189,100 COVIDIEN PLC SHS G2554F 10 5 3,352 70,000 SH SOLE 70,000 DELL INC COM 24702R 10 1 1,436 100,000 SH SOLE 100,000 DIGITAL RIVER INC COM 25388B 10 4 4,641 171,950 SH SOLE 171,950 DOLBY LABORATORIES INC COM 25659T 10 7 1,177 24,650 SH SOLE 24,650 EMC CORP/MASS COM 268648 10 2 8,097 463,500 SH SOLE 463,500 EXPRESS SCRIPTS INC COM 302182 10 0 2,765 32,000 SH SOLE 32,000 F5 NETWORKS INC COM 315616 10 2 9,188 173,457 SH SOLE 173,457 GOOGLE INC CL A 38259P 50 8 38,507 62,110 SH SOLE 62,110 HEWLETT-PACKARD CO COM 428236 10 3 18,517 359,490 SH SOLE 359,490 INCYTE CORP COM 45337C 10 2 1,315 144,300 SH SOLE 144,300 INFORMATICA CORP COM 45666Q 10 2 4,570 176,600 SH SOLE 176,600 INFOSYS TECHNOLOGIES SPONS ADR 456788 10 8 9,617 174,000 SH SOLE 174,000 INTEL CORP COM 458140 10 0 20,478 1,003,800 SH SOLE 1,003,800 INTL BUSINESS MACHINES CORP COM 459200 10 1 16,692 127,515 SH SOLE 127,515 ISILON SYSTEMS INC COM 46432L 10 4 2,175 317,080 SH SOLE 317,080 JUNIPER NETWORKS INC COM 48203R 10 4 9,997 374,830 SH SOLE 374,830 KING PHARMACEUTICALS INC COM 495582 10 8 1,779 145,000 SH SOLE 145,000 KULICKE & SOFFA INDUSTRIES COM 501242 10 1 3,573 662,925 SH SOLE 662,925 LAM RESEARCH CORP COM 512807 10 8 8,520 217,300 SH SOLE 217,300 LATTICE SEMICONDUCTOR CORP COM 518415 10 4 1,246 461,616 SH SOLE 461,616 LHC GROUP INC COM 50187A 10 7 1,512 45,000 SH SOLE 45,000 LIFE TECHNOLOGIES CORP COM 53217V 10 9 2,037 39,000 SH SOLE 39,000 LOGMEIN INC COM 54142L 10 9 1,975 98,995 SH SOLE 98,995 LONGTOP FINANCIAL ADR 54318P 10 8 5,766 155,750 SH SOLE 155,750 MERCK & CO. INC. NEW COM 58933Y 10 5 3,471 95,000 SH SOLE 95,000 MICRON TECHNOLOGY INC COM 595112 10 3 6,164 583,700 SH SOLE 583,700 MICROSOFT CORP COM 594918 10 4 35,893 177,600 SH SOLE 1,177,600 MINDRAY MEDICAL INTL LTD SPON ADR 602675 10 0 1,459 43,000 SH SOLE 43,000 MONOLITHIC POWER SYSTEMS INC COM 609839 10 5 5,010 209,020 SH SOLE 209,020 NETAPP INC COM 64110D 10 4 7,113 207,011 SH SOLE 207,011 NETEZZA CORP COM 64111N 10 1 3,638 375,000 SH SOLE 375,000 NETLOGIC MICROSYSTEMS INC COM 64118B 10 0 4,087 88,350 SH SOLE 88,350 NETSCOUT SYSTEMS INC COM 64115T 10 4 4,382 299,724 SH SOLE 299,724 NICE SYSTEMS LTD SPON ADR 653656 10 8 4,653 149,918 SH SOLE 149,918 NVIDIA CORP COM 67066G 10 4 2,233 119,550 SH SOLE 119,550 O2MICRO INTERNATIONAL SPON ADR 67107W 10 0 1,463 279,733 SH SOLE 279,733 ORACLE CORP COM 68389X 10 5 14,020 571,534 SH SOLE 571,534 PFIZER INC COM 717081 10 3 4,184 230,000 SH SOLE 230,000 PHASE FORWARD INC COM 71721R 40 6 3,139 204,630 SH SOLE 204,630 POLYCOM INC COM 73172K 10 4 3,061 122,600 SH SOLE 122,600 QIAGEN N.V. ORD N72482 10 7 1,675 75,000 SH SOLE 75,000 QUALCOMM INC COM 747525 10 3 18,745 405,200 SH SOLE 405,200 RESEARCH IN MOTION COM 760975 10 2 5,910 87,500 SH SOLE 87,500 RESMED INC COM 761152 10 7 2,091 40,000 SH SOLE 40,000 RETALIX LTD ORD M8215W 10 9 1,806 140,307 SH SOLE 140,307 RIGHTNOW TECHNOLOGIES INC COM 76657R 10 6 1,117 64,300 SH SOLE 64,300 RIVERBED TECHNOLOGY INC COM 768573 10 7 6,201 269,980 SH SOLE 269,980 SALESFORCE.COM INC COM 79466L 30 2 9,755 132,230 SH SOLE 132,230 SAVIENT PHARMACEUTICALS INC COM 80517Q 10 0 1,361 100,000 SH SOLE 100,000 SILICON LABORATORIES INC COM 826919 10 2 5,462 112,900 SH SOLE 112,900 SKYWORKS SOLUTIONS INC COM 83088M 10 2 4,356 306,950 SH SOLE 306,950 SOLARWINDS INC COM 83416B 10 9 3,189 138,600 SH SOLE 138,600 SOURCEFIRE INC COM 83616T 10 8 3,702 138,450 SH SOLE 138,450 STEC INC COM 784774 10 1 3,318 203,070 SH SOLE 203,070 SYBASE INC COM 871130 10 0 1,745 40,200 SH SOLE 40,200 TARGACEPT INC COM 87611R 30 6 1,150 55,000 SH SOLE 55,000 TEXAS INSTRUMENTS INC COM 882508 10 4 6,531 250,600 SH SOLE 250,600 THERMO FISHER SCIENTIFIC INC COM 883556 10 2 2,289 48,000 SH SOLE 48,000 THRESHOLD PHARMACEUTICALS COM NEW 885807 20 6 169 93,876 SH SOLE 93,876 ULTIMATE SOFTWARE GROUP INC COM 90385D 10 7 793 27,000 SH SOLE 27,000 UNITEDHEALTH GROUP INC COM 91324P 10 2 3,658 120,000 SH SOLE 120,000 VEECO INSTRUMENTS INC COM 922417 10 0 5,134 155,400 SH SOLE 155,400 VERISIGN INC COM 92343E 10 2 1,336 55,100 SH SOLE 55,100 VMWARE INC CL A COM 928563 40 2 4,965 117,150 SH SOLE 117,150 XILINX INC COM 983919 10 1 1,253 50,000 SH SOLE 50,000 YAHOO INC COM 984332 10 6 1,259 75,000 SH SOLE 75,000 ZIMMER HOLDINGS INC COM 98956P 10 2 2,956 50,000 SH SOLE 50,000
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