<SEC-DOCUMENT>0000898432-12-000635.txt : 20120514 <SEC-HEADER>0000898432-12-000635.hdr.sgml : 20120514 <ACCEPTANCE-DATETIME>20120514142357 ACCESSION NUMBER: 0000898432-12-000635 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120514 DATE AS OF CHANGE: 20120514 EFFECTIVENESS DATE: 20120514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ALYDAR PARTNERS LLC CENTRAL INDEX KEY: 0001279895 IRS NUMBER: 161640417 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10671 FILM NUMBER: 12838032 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 17TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6176463500 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 17TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>a13f-hr.txt <TEXT> 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, 2012 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: Alydar Partners, LLC Address: 222 Berkeley Street, 17th Floor Boston, Massachusetts 02116 13 File Number: 028-10671 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: Name: John A. Murphy Title: Manager Phone: (617) 646-3500 Signature, Place and Date of Signing /s/ Paul J. Pitts Boston, Massachusetts 05/14/2012 -------------------- --------------------- ------------- [Signature] [City, State] [Date] Paul J. Pitts, Attorney-in-fact for John A. Murphy, its Manager Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holding 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).) <PAGE> FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 129 Data Records Form 13F Information Table Value Total: $2,247,728 (thousands) <PAGE> <TABLE> <CAPTION> COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT MANAGER SOLE SHARED NONE CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION <S> <C> <C> <C> <C> <C> <C> <C> <C> ABERCROMBIE & FITCH CO CL A 002896207 18,356 370,000 SH SOLE 370,000 ACI WORLDWIDE INC COM 004498101 27,786 690,000 SH SOLE 690,000 ALEXION PHARMACEUTICALS INC COM 015351109 13,000 140,000 SH SOLE 140,000 ALLISON TRANSMISSION HLDGS I COM 01973R101 15,522 650,000 SH SOLE 650,000 ALLOT COMMUNICATIONS LTD SHS M0854Q105 7,121 306,300 SH SOLE 306,300 ALTERA CORP COM 021441100 35,838 900,000 SH SOLE 900,000 AMAZON COM INC COM 023135106 20,251 100,000 SH CALL SOLE 100,000 ANALOG DEVICES INC COM 032654105 10,100 250,000 SH SOLE 250,000 APPLE INC CALL 037833100 20,984 35,000 SH CALL SOLE 35,000 APPLE INC COM 037833100 68,948 115,000 SH SOLE 115,000 APPLIED MICRO CIRCUITS CORP COM 03822W406 3,470 500,000 SH SOLE 500,000 AQUA AMERICA INC COM 03836W103 2,006 90,000 SH SOLE 90,000 ARIBA INC COM 04033V203 10,255 313,500 SH SOLE 313,500 ASBURY AUTOMOTIVE GROUP INC COM 043436104 38,964 1,443,100 SH SOLE 1,443,100 ASPEN TECHNOLOGY INC COM 045327103 42,961 2,092,587 SH SOLE 2,092,587 BALLY TECHNOLOGIES INC COM 05874B107 16,363 350,000 SH SOLE 350,000 BASIC ENERGY SVCS INC NEW COM 06985P100 5,465 315,000 SH SOLE 315,000 BEST BUY INC COM 086516101 1,184 50,000 SH SOLE 50,000 BEST BUY INC CALL 086516101 5,920 250,000 SH CALL SOLE 250,000 BORGWARNER INC PUT 099724106 20,579 244,000 SH PUT SOLE 244,000 BORGWARNER INC COM 099724106 42,001 498,000 SH SOLE 498,000 BROADCOM CORP PUT 111320107 15,720 400,000 SH PUT SOLE 400,000 BROADCOM CORP PUT 111320107 15,720 400,000 SH PUT SOLE 400,000 BROADCOM CORP CL A 111320107 59,343 1,510,000 SH SOLE 1,510,000 BROADSOFT INC COM 11133B409 6,694 175,000 SH SOLE 175,000 BUFFALO WILD WINGS INC COM 119848109 20,859 230,000 SH SOLE 230,000 CARIBOU COFFEE INC COM 142042209 9,879 530,000 SH SOLE 530,000 CARMAX INC CALL 143130102 6,930 200,000 SH CALL SOLE 200,000 CATERPILLAR INC DEL COM 149123101 9,374 88,000 SH SOLE 88,000 CELGENE CORP PUT 151020104 23,256 300,000 SH PUT SOLE 300,000 CELGENE CORP COM 151020104 23,256 300,000 SH SOLE 300,000 CERNER CORP COM 156782104 7,616 100,000 SH SOLE 100,000 CHECKPOINT SYS INC COM 162825103 1,789 158,569 SH SOLE 158,569 CHEFS WHSE INC COM 163086101 9,985 431,504 SH SOLE 431,504 CHINA HYDROELECTRIC CORPORAT W EXP G2112E145 2 48,600 SH SOLE 48,600 01/25/201 CIENA CORP COM 171779309 8,095 500,000 SH SOLE 500,000 CLEAN HARBORS INC COM 184496107 15,149 225,000 SH SOLE 225,000 COACH INC COM 189754104 59,506 770,000 SH SOLE 770,000 COLFAX CORP COM 194014106 7,400 210,000 SH SOLE 210,000 COMERICA INC COM 200340107 73,619 2,275,000 SH SOLE 2,275,000 CROCS INC COM 227046109 14,644 700,000 SH SOLE 700,000 CROWN CASTLE INTL CORP COM 228227104 8,001 150,000 SH SOLE 150,000 DELPHI AUTOMOTIVE PLC SHS G27823106 11,060 350,000 SH SOLE 350,000 DEMANDWARE INC COM 24802Y105 2,328 78,116 SH SOLE 78,116 DFC GLOBAL CORP COM 23324T107 82,651 4,380,000 SH SOLE 4,380,000 DISH NETWORK CORP CL A 25470M109 11,526 350,000 SH SOLE 350,000 EATON CORP COM 278058102 14,949 300,000 SH SOLE 300,000 ENCORE CAP GROUP INC COM 292554102 50,963 2,260,000 SH SOLE 2,260,000 ENERGYSOLUTIONS INC COM 292756202 2,450 500,000 SH SOLE 500,000 EQUINIX INC COM 29444U502 33,065 210,000 SH SOLE 210,000 FIFTH THIRD BANCORP COM 316773100 16,714 1,190,000 SH SOLE 1,190,000 FORD MTR CO CALL 345370860 24,950 2,000,000 SH CALL SOLE 2,000,000 GAMESTOP CORP NEW CL A 36467W109 14,196 650,000 SH SOLE 650,000 GOODRICH PETE CORP COM 382410405 9,986 525,000 SH SOLE 525,000 GREEN MTN COFFEE ROASTERS IN CALL 393122106 9,368 200,000 SH CALL SOLE 200,000 GSE HLDG INC COM 36191X100 1,444 110,000 SH SOLE 110,000 GT ADVANCED TECHNOLOGIES INC COM 36191U106 2,895 350,000 SH SOLE 350,000 HAWAIIAN ELEC INDUSTRIES COM 419870100 1,268 50,000 SH SOLE 50,000 HEADWATERS INC COM 42210P102 2,006 480,000 SH SOLE 480,000 HERBALIFE LTD COM US SHS G4412G101 37,025 538,000 SH SOLE 538,000 HERSHA HOSPITALITY TR SH BEN 427825104 3,774 691,143 SH SOLE 691,143 INT A HONEYWELL INTL INC COM 438516106 8,059 132,000 SH SOLE 132,000 HORNBECK OFFSHORE SVCS INC N COM 440543106 42,871 1,020,000 SH SOLE 1,020,000 HUNTSMAN CORP COM 447011107 5,604 400,000 SH SOLE 400,000 IAC INTERACTIVECORP COM 44919P508 14,727 300,000 SH SOLE 300,000 IMAX CORP COM 45245E109 80,652 3,300,000 SH SOLE 3,300,000 INFOSYS LTD CALL 456788108 31,367 550,000 SH CALL SOLE 550,000 INTEL CORP CALL 458140100 23,898 850,000 SH CALL SOLE 850,000 INTERXION HOLDING N.V SHS N47279109 14,360 800,000 SH SOLE 800,000 KNOLOGY INC COM 499183804 21,325 1,171,677 SH SOLE 1,171,677 KRONOS WORLDWIDE INC COM 50105F105 8,729 350,000 SH SOLE 350,000 LYONDELLBASELL INDUSTRIES N HS A N53745100 6,984 160,000 SH SOLE 160,000 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,584 800,000 SH SOLE 800,000 MATTERSIGHT CORP COM 577097108 9,291 1,093,089 SH SOLE 1,093,089 MAXWELL TECHNOLOGIES INC COM 577767106 625 34,080 SH SOLE 34,080 MERGE HEALTHCARE INC COM 589499102 2,930 500,000 SH SOLE 500,000 MICROSTRATEGY INC CL A 594972408 37,378 266,989 SH SOLE 266,989 MOLYCORP INC COM 608753109 8,458 250,000 SH SOLE 250,000 NETAPP INC COM 64110D104 8,059 180,000 SH SOLE 180,000 OPEN TEXT CORP COM 683715106 7,033 115,000 SH SOLE 115,000 PANERA BREAD CO CL A 69840W108 45,862 285,000 SH SOLE 285,000 PENN NATL GAMING INC COM 707569109 1,934 45,000 SH SOLE 45,000 PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 28,649 399,454 SH SOLE 399,454 PROTO LABS INC COM 743713109 3,665 107,500 SH SOLE 107,500 PVH CORP COM 693656100 59,851 670,000 SH SOLE 670,000 QUEST DIAGNOSTICS INC CALL 74834L100 6,115 100,000 SH CALL SOLE 100,000 QUESTCOR PHARMACEUTICALS INC COM 74835Y101 14,928 396,800 SH SOLE 396,800 QUESTCOR PHARMACEUTICALS INC PUT 74835Y101 3,642 96,800 SH PUT SOLE 96,800 QUESTCOR PHARMACEUTICALS INC PUT 74835Y101 11,286 300,000 SH PUT SOLE 300,000 RACKSPACE HOSTING INC COM 750086100 4,045 70,000 SH SOLE 70,000 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 622 60,000 SH SOLE 60,000 RENT A CTR INC NEW COM 76009N100 16,988 450,000 SH SOLE 450,000 ROCKWELL COLLINS INC CALL 774341101 20,434 355,000 SH CALL SOLE 355,000 SALESFORCE COM INC COM 79466L302 66,439 430,000 SH SOLE 430,000 SBA COMMUNICATIONS CORP COM 78388J106 4,065 80,000 SH SOLE 80,000 SHUTTERFLY INC COM 82568P304 24,437 780,000 SH SOLE 780,000 SKULLCANDY INC COM 83083J104 950 60,000 SH SOLE 60,000 SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 12,764 378,980 SH SOLE 378,980 SONIC AUTOMOTIVE INC CL A 83545G102 21,492 1,200,000 SH SOLE 1,200,000 STAMPS COM INC COM NEW 852857200 19,516 700,000 SH SOLE 700,000 STANLEY BLACK & DECKER INC COM 854502101 17,935 233,041 SH SOLE 233,041 STARBUCKS CORP COM 855244109 36,329 650,000 SH SOLE 650,000 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 23,974 425,000 SH SOLE 425,000 STATE STR CORP COM 857477103 20,475 450,000 SH SOLE 450,000 SYNACOR INC COM 871561106 4,779 632,100 SH SOLE 632,100 TEREX CORP NEW CALL 880779103 8,100 360,000 SH CALL SOLE 360,000 TESLA MTRS INC COM 88160R101 6,889 185,000 SH SOLE 185,000 TIBCO SOFTWARE INC CALL 88632Q103 6,100 200,000 SH CALL SOLE 200,000 TRANSDIGM GROUP INC CALL 893641100 11,426 98,700 SH CALL SOLE 98,700 TRANSOCEAN LTD CALL H8817H100 5,470 100,000 SH CALL SOLE 100,000 TRANSOCEAN LTD REG SHS H8817H100 13,128 240,000 SH SOLE 240,000 TRINA SOLAR LIMITED SPON ADR 89628E104 642 90,000 SH SOLE 90,000 U S SILICA HLDGS INC COM 90346E103 18,218 870,000 SH SOLE 870,000 UNION PAC CORP PUT 907818108 12,790 119,000 SH PUT SOLE 119,000 UNION PAC CORP COM 907818108 12,790 119,000 SH SOLE 119,000 US BANCORP COM NEW 902973304 19,958 630,000 SH SOLE 630,000 VALEANT PHARMACEUTICALS INTL COM 91911K102 26,845 500,000 SH SOLE 500,000 VISTAPRINT N V SHS N93540107 15,460 400,000 SH SOLE 400,000 VITAMIN SHOPPE INC COM 92849E101 28,294 640,000 SH SOLE 640,000 VOCUS INC COM 92858J108 5,300 400,000 SH SOLE 400,000 WARNER CHILCOTT PLC SHS A G94368100 25,383 1,510,000 SH SOLE 1,510,000 WEBSENSE INC COM 947684106 6,960 330,000 SH SOLE 330,000 WESCO INTL INC COM 95082P105 21,552 330,000 SH SOLE 330,000 WESTLAKE CHEM CORP COM 960413102 4,535 70,000 SH SOLE 70,000 WINMARK CORP COM 974250102 579 10,000 SH SOLE 10,000 WORLD ENERGY SOLUTIONS INC D COM 98145W208 771 160,889 SH SOLE 160,889 WYNDHAM WORLDWIDE CORP COM 98310W108 3,488 75,000 SH SOLE 75,000 YOUKU INC SPONSORED 98742U100 3,738 170,000 SH SOLE 170,000 ADR ZOLL MED CORP COM 989922109 16,673 180,000 SH SOLE 180,000 </TABLE> </TEXT> </DOCUMENT> </SEC-DOCUMENT>