-----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, HqEr/FGd2mR4A45hTbz8woSQlEPT5iGcYDxyhP7FCWnI9qLyKgIRJVRi0b0qp6Nt ne9kl1j18HKBSGtmV92fWQ== 0001216945-10-000004.txt : 20100514 0001216945-10-000004.hdr.sgml : 20100514 20100514172907 ACCESSION NUMBER: 0001216945-10-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100514 DATE AS OF CHANGE: 20100514 EFFECTIVENESS DATE: 20100514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PILOT ADVISORS LP CENTRAL INDEX KEY: 0001216945 IRS NUMBER: 043600510 STATE OF INCORPORATION: DE FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10334 FILM NUMBER: 10834986 BUSINESS ADDRESS: STREET 1: 220 EAST 42ND ST STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2124769062 13F-HR 1 pilot.txt PILOT ADVISORS LP 3.31.2010 UNITED STATES SECURITES 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: Pilot Advisors LP Address: 1633 Broadway 9th Floor New York, NY 10019 13F File Number: 28-10334 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 submission. Person signing this Report on Behalf of Reporting Manager: Name: Frank Bisk Title: Counsel Phone: 212 660 5364 Signature, Place, and Date of Signing: Frank E. Bisk New York, NY May 14, 2010 Report Type (Check only one.): [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT Form 13F SUMMARY PAGE Report Summary; Number of other Included Managers: 0 Form 13F Information Table Entry Total: 77 Form 13F Table Value Total: 565,444(in thousands) List of Other Included Managers: No. 13F File Number VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY----- NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- X$1000 PRN AMT PRN CALL DSCRETN -MANAGERS-- SOLE SHARED NONE AH Belo COM 080555105 818 120000 SH Sole 0 120000 American Electric Power Inc COM 025537101 11660 341134 SH Sole 0 341134 ArvinMeritor Inc COM 043353101 6168 462050 SH Sole 0 462050 Atmel Corp COM 049513104 10197 2023325 SH Sole 0 2023325 AXT Inc COM 00246w103 4710 1478054 SH Sole 0 1478054 Baltic Trading Limited COM y0553w103 2723 200950 SH Sole 0 200950 Becton Dickinson & Co COM 075887109 19331 245528 SH Sole 0 245528 Capital One Financial Corp COM 14040h105 311 7500 SH Sole 0 7500 Cephalon Inc COM 156708109 20893 308250 SH Sole 0 308250 China Gerui Advanced Materials COM g21101103 1993 261500 SH Sole 0 261500 China Marine Food Group Ltd COM 16943r106 444 72225 SH Sole 0 72225 Chiquita Brands Intl Inc COM 170032809 3414 217051 SH Sole 0 217051 Citigroup Inc COM 172967101 450 111081 SH Sole 0 111081 Corning Inc COM 219350105 18822 931334.38 SH Sole 0 931334.38 CVS Caremark Corporation COM 126650100 4015 109822 SH Sole 0 109822 Dana Holding Corp COM 235825205 18537 1560400 SH Sole 0 1560400 Delta Air Lines Inc COM 247361702 7783 533425 SH Sole 0 533425 Discover Financial Services COM 254709108 21424 1437875 SH Sole 0 1437875 Dole Food Co Inc COM 256603101 7193 607038 SH Sole 0 607038 Emdeon Inc Cl A COM 29084t104 3120 188850 SH Sole 0 188850 Endo Pharmaceuticals Holdings COM 29264f205 592 25000 SH Sole 0 25000 Everest RE Group Ltd COM g3223r108 9378 115877.4 SH Sole 0 115877.4 Ferro Corp COM 315405100 189 21500 SH Sole 0 21500 Flextronics Intl Ltd COM y2573f102 21868 2789239 SH Sole 0 2789239 General Electric Co COM 369604103 908 49900 SH Sole 0 49900 GeoResources Inc COM 372476101 5947 389475 SH Sole 0 389475 Globe Specialty Metals Inc COM 37954n206 5137 459088 SH Sole 0 459088 Graftech Intl Ltd COM 384313102 8280 605700 SH Sole 0 605700 Greif Inc Cl A COM 397624107 4649 84650 SH Sole 0 84650 Harbin Electric COM 41145W109 2159 100000 SH Sole 0 100000 Hertz Global Holdings Inc COM 42805t105 5780 578500 SH Sole 0 578500 Hewlett Packard Co COM 428236103 11021 207356 SH Sole 0 207356 infoGROUP Inc COM 45670g108 2522 323212 SH Sole 0 323212 Ingram Micro Inc Cl A COM 457153104 11128 634075 SH Sole 0 634075 Intel Corp COM 458140100 590 26469.73 SH Sole 0 26469.73 Interpublic Group Cos Inc COM 460690100 672 80800 SH Sole 0 80800 JetBlue Airways Corp COM 477143101 4016 719651 SH Sole 0 719651 Jones Apparel Group Inc COM 480074103 5770 303350 SH Sole 0 303350 Kroger Co COM 501044101 13030 601582.46 SH Sole 0 601582.46 L-3 Communications Holdings In COM 502424104 9365 102202 SH Sole 0 102202 Loews Corp COM 540424108 2259 60600 SH Sole 0 60600 LSI Corporation COM 502161102 19883 3248925 SH Sole 0 3248925 Macys Inc COM 55616p104 21449 985281.77 SH Sole 0 985281.77 Merck & Co Inc COM 58933y105 1583 42374 SH Sole 0 42374 MIPS Technologies Inc COM 604567107 4765 1068400 SH Sole 0 1068400 Miscor Group Ltd COM 60477p201 4 10572 SH Sole 0 10572 Navios Maritime Partners LP COM y62267102 3271 186300 SH Sole 0 186300 Noble Corporation Baar Namen A COM h5833n103 19977 477701 SH Sole 0 477701 Owens IL Inc COM 690768403 5378 151325 SH Sole 0 151325 Pep Boys Manny Moe & Jack COM 713278109 16491 1640950 SH Sole 0 1640950 RF Micro Devices Inc COM 749941100 18359 3686450 SH Sole 0 3686450 Richardson Electronics Ltd COM 763165107 3396 427173 SH Sole 0 427173 Seagate Technology Holdings COM G7945J104 1175 64325 SH Sole 0 64325 Staples Inc COM 855030102 351 15000 SH Sole 0 15000 Steel Dynamics Inc COM 858119100 5721 327457 SH Sole 0 327457 Symetra Financial Corp COM 87151q106 20464 1552660 SH Sole 0 1552660 Synnex Corp COM 87162w100 3208 108525 SH Sole 0 108525 TAL International Group Inc COM 874083108 16098 805710.66 SH Sole 0 805710.66 Textainer Group Holdings Ltd COM g8766e109 6544 303648.34 SH Sole 0 303648.34 TII Network Technologies Inc COM 872479209 62 44500 SH Sole 0 44500 Tyco International Ltd COM h89128104 1516 39625 SH Sole 0 39625 Wal Mart Stores Inc COM 931142103 6487 116666.17 SH Sole 0 116666.17 Western Union Co COM 959802109 4074 240225 SH Sole 0 240225 Whiting Petroleum Corp COM 966387102 9402 116300 SH Sole 0 116300 Norwegian Energy NOK COM r6333z108 6095 1966050 SH Sole 0 1966050 Banco Santander Brasil SA ADS COM 05967a107 3846 309450 SH Sole 0 309450 Nokia Corp Sp ADR COM 654902204 12265 789263 SH Sole 0 789263 StatoilHydro ASA Sp ADR COM 85771p102 1618 69350 SH Sole 0 69350 Teva Pharmaceutical Industries COM 881624209 3438 54503 SH Sole 0 54503 Government Properties Income T COM 38376a103 13084 503275 SH Sole 0 503275 Invesco Mortgage Capital Inc COM 46131b100 1832 79850 SH Sole 0 79850 Hartford Financial Services Gr COM 416515708 1209 45700 SH Sole 0 45700 Whiting Petroleum Corp Perp Co COM 966387201 6378 32090 SH Sole 0 32090 PowerShares DB Multi Sect Comm COM 73936b408 15165 626125 SH Sole 0 626125 Proshares TR COM 74347R297 896 18400 SH Sole 0 18400 SPDR Gold Shares COM 78463v107 18425 169115 SH Sole 0 169115 Teekay LNG Partners LP COM y8564m105 2269 76000 SH Sole 0 76000 REPORT SUMMARY 77 DATA RECORDS 565444 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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