-----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, HG6cPy7G1FfxFwWru19F+17jnH8YOVKfB7QvtiyVRU8uWUEh8nozRvtr5kYSnET7 XO5S2d4heYhmWZtcDHdwzg== 0000910662-10-000231.txt : 20100517 0000910662-10-000231.hdr.sgml : 20100517 20100517162848 ACCESSION NUMBER: 0000910662-10-000231 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100517 DATE AS OF CHANGE: 20100517 EFFECTIVENESS DATE: 20100517 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: 10838987 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 form13f1q2010.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, 2010 -------------- 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 17, 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: 119 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $687,530 (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 ----- -------- ------- ---- ---------- -------- 3PAR INC COM 88580F 10 9 4,367 436,730 SH SOLE 436,730 ABIOMED INC COM 003654 10 0 893 86,562 SH SOLE 86,562 ACME PACKET INC COM 004764 10 6 1,757 91,150 SH SOLE 91,150 ADOBE SYSTEMS INC COM 00724F 10 1 5,121 144,790 SH SOLE 144,790 AFFYMAX INC COM 00826A 10 9 469 20,000 SH SOLE 20,000 ALEXION PHARMACEUTICALS INC COM 015351 10 9 2,365 43,502 SH SOLE 43,502 ALLERGAN INC COM 018490 10 2 2,774 42,500 SH SOLE 42,500 ALLOT COMMUNICATIONS LTD SHS M0854Q 10 5 5,123 1,018,492 SH SOLE 1,018,492 ALPHATEC HOLDINGS INC COM 02081G 10 2 1,274 200,000 SH SOLE 200,000 ALTERA CORPORATION COM 021441 10 0 5,297 218,020 SH SOLE 218,020 AMAZON.COM INC COM 023135 10 6 5,375 39,590 SH SOLE 39,590 AMDOCS LTD ORD G02602 10 3 1,850 61,437 SH SOLE 61,437 AMEDISYS INC COM 023436 10 8 1,657 30,000 SH SOLE 30,000 AMERICAN TOWER CORP CL A 029912 20 1 3,409 80,000 SH SOLE 80,000 ANSYS INC COM 03662Q 10 5 1,516 35,100 SH SOLE 35,100 APPLE INC COM 037833 10 0 54,247 230,840 SH SOLE 230,840 ARCSIGHT INC COM 039666 10 2 5,271 187,250 SH SOLE 187,250 ARIBA INC COM NEW 04033V 20 3 4,402 342,535 SH SOLE 342,535 ART TECHNOLOGY GROUP INC COM 04289L 10 7 5,719 1,296,820 SH SOLE 1,296,820 ARUBA NETWORKS INC COM 043176 10 6 5,560 407,006 SH SOLE 407,006 ASIAINFO HOLDINGS INC COM 04518A 10 4 7,843 296,200 SH SOLE 296,200 ATMEL CORP COM 049513 10 4 6,974 1,383,700 SH SOLE 1,383,700 SPON ADR BAIDU INC REP A 056752 10 8 688 11,520 SH SOLE 11,520 BRISTOL-MYERS SQUIBB CO COM 110122 10 8 3,204 120,000 SH SOLE 120,000 BROADCOM CORP CL A 111320 10 7 2,732 82,300 SH SOLE 82,300 CARDIONET INC COM 14159L 10 3 666 87,000 SH SOLE 87,000 CAVIUM NETWORKS INC COM 14965A 10 1 4,743 190,650 SH SOLE 190,650 CERAGON NETWORKS LTD ORD M22013 10 2 1,547 141,700 SH SOLE 141,700 CERNER CORP COM 156782 10 4 2,293 27,000 SH SOLE 27,000 CEVA INC COM 157210 10 5 1,477 126,700 SH SOLE 126,700 CHECK POINT SOFTWARE TECH ORD M22465 10 4 5,264 150,100 SH SOLE 150,100 CISCO SYSTEMS INC COM 17275R 10 2 27,268 1,047,560 SH SOLE 1,047,560 CITRIX SYSTEMS INC COM 177376 10 0 4,897 103,150 SH SOLE 103,150 COGNIZANT TECH SOLUTIONS CL A 192446 10 2 8,737 171,383 SH SOLE 171,383 COMMUNITY HEALTH SYSTEMS INC COM 203668 10 8 2,179 59,000 SH SOLE 59,000 COMMVAULT SYSTEMS INC COM 204166 10 2 2,135 100,000 SH SOLE 100,000 COMPELLENT TECHNOLOGIES INC COM 20452A 10 8 4,352 248,000 SH SOLE 248,000 COMSCORE INC COM 20564W 10 5 4,657 279,000 SH SOLE 279,000 CONCUR TECHNOLOGIES INC COM 206708 10 9 7,411 180,700 SH SOLE 180,700 CONSTANT CONTACT INC COM 210313 10 2 3,080 132,340 SH SOLE 132,340 CORNING INC COM 219350 10 5 2,425 120,000 SH SOLE 120,000 COVIDIEN PLC SHS G2554F 10 5 3,733 74,500 SH SOLE 74,500 CREE INC COM 225447 10 1 1,404 20,000 SH SOLE 20,000 DELL INC COM 24702R 10 1 1,502 100,000 SH SOLE 100,000 DEMANDTEC INC COM NEW 24802R 50 6 1,901 273,500 SH SOLE 273,500 DSP GROUP INC COM 23332B 10 6 4,349 522,050 SH SOLE 522,050 DUOYUAN GLOBAL WATER INC SPONS ADR 266043 10 8 5,961 214,650 SH SOLE 214,650 DYAX CORP COM 26746E 10 3 1,023 300,000 SH SOLE 300,000 EBAY INC COM 278642 10 3 3,506 130,000 SH SOLE 130,000 EMC CORP/MASS COM 268648 10 2 10,186 564,650 SH SOLE 564,650 EXPRESS SCRIPTS INC COM 302182 10 0 3,358 33,000 SH SOLE 33,000 F5 NETWORKS INC COM 315616 10 2 9,943 161,332 SH SOLE 161,332 GILEAD SCIENCES INC COM 375558 10 3 3,046 67,000 SH SOLE 67,000 GOOGLE INC CL A 38259P 50 8 36,018 63,510 SH SOLE 63,510 HEWLETT-PACKARD CO COM 428236 10 3 22,482 422,990 SH SOLE 422,990 HMS HOLDINGS CORP COM 40425J 10 1 1,173 23,000 SH SOLE 23,000 HUMAN GENOME SCIENCES INC COM 444903 10 8 1,510 50,000 SH SOLE 50,000 ILLUMINA INC COM 452327 10 9 1,556 40,000 SH SOLE 40,000 INCYTE CORP COM 45337C 10 2 1,323 95,000 SH SOLE 95,000 INFORMATICA CORP COM 45666Q 10 2 5,385 200,250 SH SOLE 200,250 INFOSYS TECHNOLOGIES SPONS ADR 456788 10 8 10,459 177,850 SH SOLE 177,850 INTEL CORP COM 458140 10 0 23,016 1,039,850 SH SOLE 1,039,850 INTL BUSINESS MACHINES CORP COM 459200 10 1 18,680 146,400 SH SOLE 146,400 ISILON SYSTEMS INC COM 46432L 10 4 4,889 568,446 SH SOLE 568,446 JUNIPER NETWORKS INC COM 48203R 10 4 10,756 350,580 SH SOLE 350,580 KEYNOTE SYSTEMS INC COM 493308 10 0 4,951 434,650 SH SOLE 434,650 KULICKE & SOFFA INDUSTRIES COM 501242 10 1 2,256 311,200 SH SOLE 311,200 LAM RESEARCH CORP COM 512807 10 8 9,759 261,500 SH SOLE 261,500 LATTICE SEMICONDUCTOR CORP COM 518415 10 4 1,823 496,616 SH SOLE 496,616 LEXICON PHARMACEUTICALS INC COM 528872 10 4 1,222 820,000 SH SOLE 820,000 LHC GROUP INC COM 50187A 10 7 1,341 40,000 SH SOLE 40,000 LIFE TECHNOLOGIES CORP COM 53217V 10 9 1,568 30,000 SH SOLE 30,000 LOGMEIN INC COM 54142L 10 9 1,863 90,045 SH SOLE 90,045 LONGTOP FINANCIAL ADR 54318P 10 8 5,700 176,950 SH SOLE 176,950 MEDCO HEALTH SOLUTIONS INC COM 58405U 10 2 2,324 36,000 SH SOLE 36,000 MERCK & CO. INC. COM 58933Y 10 5 3,735 100,000 SH SOLE 100,000 MICRON TECHNOLOGY INC COM 595112 10 3 5,530 533,300 SH SOLE 533,300 MICROSOFT CORP COM 594918 10 4 40,017 1,366,350 SH SOLE 1,366,350 MINDRAY MEDICAL INTL LTD SPONS ADR 602675 10 0 1,566 43,000 SH SOLE 43,000 MONOLITHIC POWER SYSTEMS INC COM 609839 10 5 3,212 144,050 SH SOLE 144,050 MYLAN INC COM 628530 10 7 2,157 95,000 SH SOLE 95,000 NETAPP INC COM 64110D 10 4 8,464 260,110 SH SOLE 260,110 NETEZZA CORP COM 64111N 10 1 3,694 288,850 SH SOLE 288,850 NETLOGIC MICROSYSTEMS INC COM 64118B 10 0 5,603 190,400 SH SOLE 190,400 NICE SYSTEMS LTD SPONS ADR 653656 10 8 5,346 168,368 SH SOLE 168,368 NVIDIA CORP COM 67066G 10 4 5,814 334,150 SH SOLE 334,150 O2MICRO INTERNATIONAL SPONS ADR 67107W 10 0 1,692 246,945 SH SOLE 246,945 OPNET TECHNOLOGIES INC COM 683757 10 8 7,381 457,884 SH SOLE 457,884 ORACLE CORP COM 68389X 10 5 20,899 814,434 SH SOLE 814,434 POLYCOM INC COM 73172K 10 4 4,703 153,800 SH SOLE 153,800 POWER INTEGRATIONS INC COM 739276 10 3 1,877 45,550 SH SOLE 45,550 QIAGEN N.V. ORD N72482 10 7 2,069 90,000 SH SOLE 90,000 QUALCOMM INC COM 747525 10 3 17,692 421,650 SH SOLE 421,650 RADWARE LTD ORD M81873 10 7 1,261 57,100 SH SOLE 57,100 RED HAT INC COM 756577 10 2 6,148 210,050 SH SOLE 210,050 RESEARCH IN MOTION COM 760975 10 2 8,037 108,650 SH SOLE 108,650 RETALIX LTD ORD M8215W 10 9 1,938 137,807 SH SOLE 137,807 RIGHTNOW TECHNOLOGIES INC COM 76657R 10 6 5,389 301,754 SH SOLE 301,754 RIVERBED TECHNOLOGY INC COM 768573 10 7 6,983 245,880 SH SOLE 245,880 SALESFORCE.COM INC COM 79466L 30 2 7,618 102,330 SH SOLE 102,330 SILICON LABORATORIES INC COM 826919 10 2 4,684 98,250 SH SOLE 98,250 SKYWORKS SOLUTIONS INC COM 83088M 10 2 3,369 215,950 SH SOLE 215,950 SONICWALL INC COM 835470 10 5 2,737 315,000 SH SOLE 315,000 SOURCEFIRE INC COM 83616T 10 8 4,541 197,850 SH SOLE 197,850 SYBASE INC COM 871130 10 0 2,312 49,600 SH SOLE 49,600 TENET HEALTHCARE CORP COM 88033G 10 0 1,144 200,000 SH SOLE 200,000 TEVA PHARMACEUTICAL ADR 881624 20 9 3,145 50,000 SH SOLE 50,000 TEXAS INSTRUMENTS INC COM 882508 10 4 9,602 394,200 SH SOLE 394,200 THERMO FISHER SCIENTIFIC INC COM 883556 10 2 2,469 48,000 SH SOLE 48,000 THRESHOLD PHARMACEUTICALS COM NEW 885807 20 6 175 93,876 SH SOLE 93,876 TIBCO SOFTWARE INC COM 88632Q 10 3 2,876 266,300 SH SOLE 266,300 UNITEDHEALTH GROUP INC COM 91324P 10 2 3,590 110,000 SH SOLE 110,000 VANCEINFO TECHNOLOGIES ADR 921564 10 0 1,880 84,350 SH SOLE 84,350 VEECO INSTRUMENTS INC COM 922417 10 0 3,898 89,650 SH SOLE 89,650 VMWARE INC CL A COM 928563 40 2 2,932 55,000 SH SOLE 55,000 WESTERN DIGITAL CORP COM 958102 10 5 6,615 169,650 SH SOLE 169,650 XILINX INC COM 983919 10 1 5,552 217,723 SH SOLE 217,723 YAHOO! INC COM 984332 10 6 1,240 75,000 SH SOLE 75,000 ZIMMER HOLDINGS INC COM 98956P 10 2 2,960 50,000 SH SOLE 50,000
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