-----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, TR5PednHqHRMRCjSadR32mMXJ897zTLLiN4fB5Nh0vi0FXHv/y40kr2kp4nxyOj2 6uQHp8445pkfNhhkGD3beQ== 0000910662-10-000341.txt : 20100816 0000910662-10-000341.hdr.sgml : 20100816 20100816165932 ACCESSION NUMBER: 0000910662-10-000341 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100816 DATE AS OF CHANGE: 20100816 EFFECTIVENESS DATE: 20100816 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: 101020671 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 form13f.txt 2Q 2010 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2010 ------------- Check here if Amendment [X]; 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] August 16, 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: 123 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $ 698,792 (thousands) - -------------------------------------------------------------------------------- FORM 13F INFORMATION TABLE
VALUE PUT/ INVESTMENT -------- ---- ---------- NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) SHARES/PRN AMT SH/PRN CALL DISCRETION OTHER MANAGERS - -------------------------------- --------------- ----------- -------- -------------- ------ ---- ---------- -------------- APPLE INC COM 037833 10 0 59,144 235,138 SH SOLE AMERISOURCEBERGEN CORP COM 03073E 10 5 3,524 111,000 SH SOLE ABIOMED INC COM 003654 10 0 775 80,061 SH SOLE ABBOTT LABORATORIES COM 002824 10 0 2,339 50,000 SH SOLE ACI WORLDWIDE INC COM 004498 10 1 4,394 225,700 SH SOLE ADOBE SYSTEMS INC COM 00724F 10 1 3,196 120,931 SH SOLE ALLERGAN INC COM 018490 10 2 3,612 62,000 SH SOLE ALLOT COMMUNICATIONS LTD SHS M0854Q 10 5 4,777 1,085,710 SH SOLE ALTERA CORPORATION COM 021441 10 0 2,240 90,288 SH SOLE ALEXION PHARMACEUTICALS INC COM 015351 10 9 2,918 57,000 SH SOLE AMAZON.COM INC COM 023135 10 6 5,194 47,536 SH SOLE ANSYS INC COM 03662Q 10 5 1,887 46,507 SH SOLE ACME PACKET INC COM 004764 10 6 1,566 58,250 SH SOLE ARIBA INC COM NEW 04033V 20 3 4,664 292,769 SH SOLE ARCSIGHT INC COM 039666 10 2 4,143 185,034 SH SOLE ART TECHNOLOGY GROUP INC COM 04289L 10 7 3,643 1,065,332 SH SOLE ARUBA NETWORKS INC COM 043176 10 6 4,877 342,500 SH SOLE ASIAINFO-LINKAGE INC COM 04518A 10 4 7,688 351,700 SH SOLE ALPHATEC HOLDINGS INC COM 02081G 10 2 1,205 259,617 SH SOLE ATHEROS COMMUNICATIONS COM 04743P 10 8 4,131 150,000 SH SOLE ATMEL CORP COM 049513 10 4 6,486 1,351,150 SH SOLE ACTIVISION BLIZZARD INC COM 00507V 10 9 1,877 178,900 SH SOLE BAIDU INC SPON ADR REP A 056752 10 8 5,484 80,551 SH SOLE BRISTOL-MYERS SQUIBB CO COM 110122 10 8 13,218 530,000 SH SOLE BROADCOM CORP CL A 111320 10 7 4,484 136,000 SH SOLE BIOVAIL CORPORATION COM 09067J 10 9 1,464 76,110 SH SOLE CARDINAL HEALTH INC COM 14149Y 10 8 3,462 103,000 SH SOLE CAVIUM NETWORKS INC COM 14965A 10 1 4,995 190,726 SH SOLE CERNER CORP COM 156782 10 4 2,459 32,400 SH SOLE CEVA INC COM 157210 10 5 1,912 151,717 SH SOLE COMPELLENT TECHNOLOGIES INC COM 20452A 10 8 4,480 369,618 SH SOLE CONCUR TECHNOLOGIES INC COM 206708 10 9 5,454 127,795 SH SOLE COVIDIEN PLC SHS G2554F 10 5 5,203 129,500 SH SOLE CREE INC COM 225447 10 1 3,902 65,000 SH SOLE SALESFORCE.COM INC COM 79466L 30 2 7,958 92,730 SH SOLE CERAGON NETWORKS LTD ORD M22013 10 2 4,657 629,285 SH SOLE CISCO SYSTEMS INC COM 17275R 10 2 25,727 1,207,258 SH SOLE CONSTANT CONTACT INC COM 210313 10 2 2,287 107,200 SH SOLE COGNIZANT TECH SOLUTIONS CL A 192446 10 2 9,585 191,466 SH SOLE CITRIX SYSTEMS INC COM 177376 10 0 5,986 141,749 SH SOLE COMMVAULT SYSTEMS INC COM 204166 10 2 2,810 124,875 SH SOLE COMMUNITY HEALTH SYSTEMS INC NEW COM 203668 10 8 2,417 71,500 SH SOLE DUOYUAN GLOBAL WATER INC SPON ADR 266043 10 8 4,168 236,797 SH SOLE DOLBY LABORATORIES INC COM 25659T 10 7 4,838 77,166 SH SOLE DEMANDTEC INC COM NEW 24802R 50 6 1,850 274,045 SH SOLE AMDOCS LTD ORD G02602 10 3 5,151 191,849 SH SOLE DSP GROUP INC COM 23332B 10 6 3,817 597,359 SH SOLE DYAX CORP COM 26746E 10 3 636 280,000 SH SOLE EBAY INC COM 278642 10 3 6,203 316,330 SH SOLE EMC CORP/MASS COM 268648 10 2 11,454 625,894 SH SOLE EXPRESS SCRIPTS INC COM 302182 10 0 2,044 43,472 SH SOLE F5 NETWORKS INC COM 315616 10 2 7,351 107,200 SH SOLE SOURCEFIRE INC COM 83616T 10 8 1,911 100,600 SH SOLE FOREST LABORATORIES INC COM 345838 10 6 2,532 92,300 SH SOLE GILEAD SCIENCES INC COM 375558 10 3 2,640 77,000 SH SOLE CORNING INC COM 219350 10 5 1,615 100,000 SH SOLE GOOGLE INC CL A 38259P 50 8 31,191 70,100 SH SOLE GUIDANCE SOFTWARE INC COM 401692 10 8 1,044 200,000 SH SOLE HUMAN GENOME SCIENCES INC COM 444903 10 8 1,088 48,000 SH SOLE HEWLETT-PACKARD CO COM 428236 10 3 15,746 363,807 SH SOLE INTL BUSINESS MACHINES CORP COM 459200 10 1 16,670 135,000 SH SOLE ILLUMINA INC COM 452327 10 9 1,554 35,691 SH SOLE INCYTE CORP COM 45337C 10 2 886 80,000 SH SOLE INFORMATICA CORP COM 45666Q 10 2 5,306 222,200 SH SOLE INFOSYS TECHNOLOGIES SPON ADR 456788 10 8 10,623 177,313 SH SOLE INTEL CORP COM 458140 10 0 22,599 1,161,902 SH SOLE ISILON SYSTEMS INC COM 46432L 10 4 4,015 312,699 SH SOLE JDS UNIPHASE CORP COM PAR $0.001 46612J 50 7 1,818 184,800 SH SOLE JUNIPER NETWORKS INC COM 48203R 10 4 10,035 439,752 SH SOLE KEYNOTE SYSTEMS INC COM 493308 10 0 4,816 533,979 SH SOLE LONGTOP FINANCIAL ADR 54318P 10 8 6,639 204,894 SH SOLE LIFE TECHNOLOGIES CORP COM 53217V 10 9 2,268 48,000 SH SOLE ELI LILLY & CO COM 532457 10 8 9,414 281,000 SH SOLE LAM RESEARCH CORP COM 512807 10 8 2,284 60,000 SH SOLE LATTICE SEMICONDUCTOR CORP COM 518415 10 4 4,218 971,950 SH SOLE LEXICON PHARMACEUTICALS INC COM 528872 10 4 967 755,303 SH SOLE MEDCO HEALTH SOLUTIONS INC COM 58405U 10 2 3,690 67,000 SH SOLE MONOLITHIC POWER SYSTEMS INC COM 609839 10 5 4,774 267,300 SH SOLE MINDRAY MEDICAL INTL LTD SPON ADR 602675 10 0 2,539 80,800 SH SOLE MERCK & CO. INC. NEW COM 58933Y 10 5 11,925 341,000 SH SOLE MICROSOFT CORP COM 594918 10 4 30,641 1,331,650 SH SOLE MICRON TECHNOLOGY INC COM 595112 10 3 1,145 134,850 SH SOLE NETLOGIC MICROSYSTEMS INC COM 64118B 10 0 4,195 154,228 SH SOLE NATL HEALTH INVESTORS INC COM 63633D 10 4 1,350 35,000 SH SOLE NICE SYSTEMS LTD SPON ADR 653656 10 8 4,444 174,332 SH SOLE NETAPP INC COM 64110D 10 4 8,745 234,392 SH SOLE NETGEAR INC COM 64111Q 10 4 1,608 90,150 SH SOLE NVIDIA CORP COM 67066G 10 4 1,665 163,100 SH SOLE NETEZZA CORP COM 64111N 10 1 4,755 347,600 SH SOLE O2MICRO INTERNATIONAL SPON ADR 67107W 10 0 1,636 275,418 SH SOLE OPLINK COMMUNICATIONS INC COM NEW 68375Q 40 3 5,531 386,000 SH SOLE OPNET TECHNOLOGIES INC COM 683757 10 8 6,252 425,599 SH SOLE ORACLE CORP COM 68389X 10 5 18,008 839,164 SH SOLE 3PAR INC COM 88580F 10 9 3,760 403,840 SH SOLE PFIZER INC COM 717081 10 3 9,626 675,000 SH SOLE POLYCOM INC COM 73172K 10 4 5,816 195,250 SH SOLE PMC - SIERRA INC COM 69344F 10 6 4,258 566,250 SH SOLE POWER INTEGRATIONS INC COM 739276 10 3 4,845 150,484 SH SOLE QUALCOMM INC COM 747525 10 3 10,811 329,215 SH SOLE QIAGEN N.V. ORD N72482 10 7 2,768 144,000 SH SOLE RADWARE LTD ORD M81873 10 7 6,019 294,024 SH SOLE RED HAT INC COM 756577 10 2 4,677 161,614 SH SOLE RESEARCH IN MOTION COM 760975 10 2 6,204 125,950 SH SOLE RIGHTNOW TECHNOLOGIES INC COM 76657R 10 6 7,426 473,300 SH SOLE RETALIX LTD ORD M8215W 10 9 1,121 100,649 SH SOLE RIVERBED TECHNOLOGY INC COM 768573 10 7 6,129 221,906 SH SOLE COMSCORE INC COM 20564W 10 5 3,634 220,644 SH SOLE SILICON LABORATORIES INC COM 826919 10 2 1,740 42,900 SH SOLE SKYWORKS SOLUTIONS INC COM 83088M 10 2 1,618 96,350 SH SOLE TEVA PHARMACEUTICAL ADR 881624 20 9 2,600 50,000 SH SOLE THRESHOLD PHARMACEUTICALS COM NEW 885807 20 6 379 303,300 SH SOLE TIBCO SOFTWARE INC COM 88632Q 10 3 5,239 434,450 SH SOLE THERMO FISHER SCIENTIFIC INC COM 883556 10 2 1,962 40,000 SH SOLE TEXAS INSTRUMENTS INC COM 882508 10 4 4,656 200,000 SH SOLE UNIVERSAL HEALTH SERVICES CL B 913903 10 0 2,361 61,900 SH SOLE ULTIMATE SOFTWARE GROUP INC COM 90385D 10 7 1,696 51,600 SH SOLE VANCEINFO TECHNOLOGIES ADR 921564 10 0 5,550 238,400 SH SOLE VOLTERRA SEMICONDUCTOR CORP COM 928708 10 6 1,539 66,720 SH SOLE VMWARE INC CL A COM 928563 40 2 4,819 77,000 SH SOLE VALEANT PHARMACEUTICALS INTE COM 91911X 10 4 1,077 20,600 SH SOLE WESTERN DIGITAL CORP COM 958102 10 5 2,447 81,150 SH SOLE XILINX INC COM 983919 10 1 4,976 197,000 SH SOLE ZIMMER HOLDINGS INC COM 98956P 10 2 4,524 83,700 SH SOLE NAME OF ISSUER SOLE SHARED NONE - -------------------------------- --------- ------ ---- APPLE INC 235,138 AMERISOURCEBERGEN CORP 111,000 ABIOMED INC 80,061 ABBOTT LABORATORIES 50,000 ACI WORLDWIDE INC 225,700 ADOBE SYSTEMS INC 120,931 ALLERGAN INC 62,000 ALLOT COMMUNICATIONS LTD 1,085,710 ALTERA CORPORATION 90,288 ALEXION PHARMACEUTICALS INC 57,000 AMAZON.COM INC 47,536 ANSYS INC 46,507 ACME PACKET INC 58,250 ARIBA INC 292,769 ARCSIGHT INC 185,034 ART TECHNOLOGY GROUP INC 1,065,332 ARUBA NETWORKS INC 342,500 ASIAINFO-LINKAGE INC 351,700 ALPHATEC HOLDINGS INC 259,617 ATHEROS COMMUNICATIONS 150,000 ATMEL CORP 1,351,150 ACTIVISION BLIZZARD INC 178,900 BAIDU INC 80,551 BRISTOL-MYERS SQUIBB CO 530,000 BROADCOM CORP 136,000 BIOVAIL CORPORATION 76,110 CARDINAL HEALTH INC 103,000 CAVIUM NETWORKS INC 190,726 CERNER CORP 32,400 CEVA INC 151,717 COMPELLENT TECHNOLOGIES INC 369,618 CONCUR TECHNOLOGIES INC 127,795 COVIDIEN PLC 129,500 CREE INC 65,000 SALESFORCE.COM INC 92,730 CERAGON NETWORKS LTD 629,285 CISCO SYSTEMS INC 1,207,258 CONSTANT CONTACT INC 107,200 COGNIZANT TECH SOLUTIONS 191,466 CITRIX SYSTEMS INC 141,749 COMMVAULT SYSTEMS INC 124,875 COMMUNITY HEALTH SYSTEMS INC NEW 71,500 DUOYUAN GLOBAL WATER INC 236,797 DOLBY LABORATORIES INC 77,166 DEMANDTEC INC 274,045 AMDOCS LTD 191,849 DSP GROUP INC 597,359 DYAX CORP 280,000 EBAY INC 316,330 EMC CORP/MASS 625,894 EXPRESS SCRIPTS INC 43,472 F5 NETWORKS INC 107,200 SOURCEFIRE INC 100,600 FOREST LABORATORIES INC 92,300 GILEAD SCIENCES INC 77,000 CORNING INC 100,000 GOOGLE INC 70,100 GUIDANCE SOFTWARE INC 200,000 HUMAN GENOME SCIENCES INC 48,000 HEWLETT-PACKARD CO 363,807 INTL BUSINESS MACHINES CORP 135,000 ILLUMINA INC 35,691 INCYTE CORP 80,000 INFORMATICA CORP 222,200 INFOSYS TECHNOLOGIES 177,313 INTEL CORP 1,161,902 ISILON SYSTEMS INC 312,699 JDS UNIPHASE CORP 184,800 JUNIPER NETWORKS INC 439,752 KEYNOTE SYSTEMS INC 533,979 LONGTOP FINANCIAL 204,894 LIFE TECHNOLOGIES CORP 48,000 ELI LILLY & CO 281,000 LAM RESEARCH CORP 60,000 LATTICE SEMICONDUCTOR CORP 971,950 LEXICON PHARMACEUTICALS INC 755,303 MEDCO HEALTH SOLUTIONS INC 67,000 MONOLITHIC POWER SYSTEMS INC 267,300 MINDRAY MEDICAL INTL LTD 80,800 MERCK & CO. INC. NEW 341,000 MICROSOFT CORP 1,331,650 MICRON TECHNOLOGY INC 134,850 NETLOGIC MICROSYSTEMS INC 154,228 NATL HEALTH INVESTORS INC 35,000 NICE SYSTEMS LTD 174,332 NETAPP INC 234,392 NETGEAR INC 90,150 NVIDIA CORP 163,100 NETEZZA CORP 347,600 O2MICRO INTERNATIONAL 275,418 OPLINK COMMUNICATIONS INC 386,000 OPNET TECHNOLOGIES INC 425,599 ORACLE CORP 839,164 3PAR INC 403,840 PFIZER INC 675,000 POLYCOM INC 195,250 PMC - SIERRA INC 566,250 POWER INTEGRATIONS INC 150,484 QUALCOMM INC 329,215 QIAGEN N.V. 144,000 RADWARE LTD 294,024 RED HAT INC 161,614 RESEARCH IN MOTION 125,950 RIGHTNOW TECHNOLOGIES INC 473,300 RETALIX LTD 100,649 RIVERBED TECHNOLOGY INC 221,906 COMSCORE INC 220,644 SILICON LABORATORIES INC 42,900 SKYWORKS SOLUTIONS INC 96,350 TEVA PHARMACEUTICAL 50,000 THRESHOLD PHARMACEUTICALS 303,300 TIBCO SOFTWARE INC 434,450 THERMO FISHER SCIENTIFIC INC 40,000 TEXAS INSTRUMENTS INC 200,000 UNIVERSAL HEALTH SERVICES 61,900 ULTIMATE SOFTWARE GROUP INC 51,600 VANCEINFO TECHNOLOGIES 238,400 VOLTERRA SEMICONDUCTOR CORP 66,720 VMWARE INC 77,000 VALEANT PHARMACEUTICALS INTE 20,600 WESTERN DIGITAL CORP 81,150 XILINX INC 197,000 ZIMMER HOLDINGS INC 83,700
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