0000898432-11-000920.txt : 20110808 0000898432-11-000920.hdr.sgml : 20110808 20110808132622 ACCESSION NUMBER: 0000898432-11-000920 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110808 DATE AS OF CHANGE: 20110808 EFFECTIVENESS DATE: 20110808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARVIN & PALMER ASSOCIATES INC CENTRAL INDEX KEY: 0000860645 IRS NUMBER: 510294552 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02633 FILM NUMBER: 111016472 BUSINESS ADDRESS: STREET 1: 1201 N MARKET STREET STREET 2: SUITE 2300 CITY: WILMINGTON STATE: DE ZIP: 19801-1165 MAIL ADDRESS: STREET 1: 1201 N. MARKET STREET, SUITE STREET 2: SUITE 2300 CITY: WILMINGTON STATE: DE ZIP: 18901-1165 13F-HR 1 a13f-hr.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 June 30, 2011 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: Marvin & Palmer Associates, Inc. Address: 1201 N. Market Street Suite 2300 Wilmington, Delaware 19801 Form 13F File Number: 28-2633 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: Karen T. Buckley Title: Chief Financial Officer - Principal Phone: (302) 573-3570 Signature, Place, and Date of Signing: /s/Karen T. Buckley Wilmington, Delaware August 8, 2011 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).) List of Other Managers Reporting for this Manager Form 13F File Number Name Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 136 Form 13F Information Table Value Total: $1,350,958 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name
------------------------------------------------------------------------------------------------------------------------------------ Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 ------------------------------------------------------------------------------------------------------------------------------------ SHRS OR SH/PUT/ TITLE OF VALUE PRN AMT INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ Accenture Public Ltd., Co. Com G1151C101 $5,843 96,700 Sole 96,700 Accenture Public Ltd., Co. Com G1151C101 $3,752 62,100 Sole 62,100 Alexion Pharmaceuticals, Inc. Com 015351109 $8,860 188,400 Sole 188,400 Alexion Pharmaceuticals, Inc. Com 015351109 $3,781 80,400 Sole 80,400 Alpha Natural Resources, Inc. Com 02076X102 $8,356 183,900 Sole 183,900 Alpha Natural Resources, Inc. Com 02076X102 $2,449 53,900 Sole 53,900 Amazon.com, Inc. Com 023135106 $37,549 183,625 Sole 183,625 Amazon.com, Inc. Com 023135106 $14,887 72,800 Sole 72,800 Ambev ADR ADR 20441W203 $8,505 252,150 Sole 252,150 Ambev ADR ADR 20441W203 $2,213 65,610 Sole 65,610 Ameriprise Financial, Inc. Com 03076C106 $3,478 60,300 Sole 60,300 Amphenol Corp. Com 032095101 $6,375 118,050 Sole 118,050 Amphenol Corp. Com 032095101 $3,921 72,600 Sole 72,600 Apple Computer, Inc. Com 037833100 $20,318 60,530 Sole 60,530 Apple Computer, Inc. Com 037833100 $8,073 24,050 Sole 24,050 Avago Technologies, Ltd. Com Y0486S104 $23,590 620,800 Sole 620,800 Avago Technologies, Ltd. Com Y0486S104 $10,327 271,770 Sole 271,770 BAIDU.COM ADR 056752108 $47,623 339,850 Sole 339,850 BAIDU.COM ADR 056752108 $10,860 77,500 Sole 77,500 Banco Santander Chile SA ADR ADR 05965X109 $6,829 72,800 Sole 72,800 Banco Santander Chile SA ADR ADR 05965X109 $1,717 18,300 Sole 18,300 BanColombia SA ADR ADR 05968L102 $8,732 130,150 Sole 130,150 BanColombia SA ADR ADR 05968L102 $2,053 30,600 Sole 30,600 Biogen Idec, Inc. Com 09062X103 $14,466 135,300 Sole 135,300 Biogen Idec, Inc. Com 09062X103 $5,453 51,000 Sole 51,000 Cameron International Corp. Com 13342B105 $18,421 366,300 Sole 366,300 Cameron International Corp. Com 13342B105 $8,072 160,500 Sole 160,500 Canadian National Railway Co. ADR Com 136375102 $5,417 67,800 Sole 67,800 Canadian National Railway Co. ADR Com 136375102 $2,477 31,000 Sole 31,000 Caterpillar, Inc. Com 149123101 $23,043 216,450 Sole 216,450 Caterpillar, Inc. Com 149123101 $8,357 78,500 Sole 78,500 CF Industries Holdings, Inc. Com 125269100 $20,613 145,500 Sole 145,500 CF Industries Holdings, Inc. Com 125269100 $8,784 62,000 Sole 62,000 Cia Siderurgica Nacional ADR ADR 20440W105 $324 26,000 Sole 26,000 Cliffs Natural Resources, Inc. Com 18683K101 $20,145 217,900 Sole 217,900 Cliffs Natural Resources, Inc. Com 18683K101 $8,810 95,300 Sole 95,300 Coach, Inc. Com 189754104 $12,286 191,500 Sole 191,500 Coach, Inc. Com 189754104 $2,778 43,300 Sole 43,300 Cognizant Technology Solutions Com 192446102 $20,521 279,800 Sole 279,800 Cognizant Technology Solutions Com 192446102 $8,837 120,500 Sole 120,500 Comcast Corp. Com 20030N200 $10,271 423,900 Sole 423,900 Comcast Corp. Com 20030N200 $3,557 146,800 Sole 146,800 Costco Wholesale Corporation Com 22160K105 $12,768 157,170 Sole 157,170 Costco Wholesale Corporation Com 22160K105 $4,712 58,000 Sole 58,000 CSX Corp. Com 126408103 $8,110 309,300 Sole 309,300 CSX Corp. Com 126408103 $2,824 107,700 Sole 107,700 Cummins, Inc. Com 231021106 $14,768 142,700 Sole 142,700 Cummins, Inc. Com 231021106 $4,605 44,500 Sole 44,500 Deere & Co. Com 244199105 $22,322 269,400 Sole 269,400 Deere & Co. Com 244199105 $9,802 118,300 Sole 118,300 EMC Corp. Com 268648102 $10,130 367,700 Sole 367,700 EMC Corp. Com 268648102 $4,196 152,300 Sole 152,300 Evraz Group SA ADR 30050A202 $5,009 160,800 Sole 160,800 Evraz Group SA ADR 30050A202 $1,234 39,600 Sole 39,600 FMC Technologies, Inc. Com 30249U101 $11,941 266,600 Sole 266,600 FMC Technologies, Inc. Com 30249U101 $3,986 89,000 Sole 89,000 Fomento Economico Mex-SP ADR ADR 344419106 $5,379 80,900 Sole 80,900 Fomento Economico Mex-SP ADR ADR 344419106 $1,210 18,200 Sole 18,200 Franklin Resources, Inc. Com 354613101 $3,946 30,000 Sole 30,000 Freeport-McMoRan Copper & Gold Com 35671D857 $11,585 219,000 Sole 219,000 Freeport-McMoRan Copper & Gold Com 35671D857 $3,714 70,200 Sole 70,200 Goldcorp, Inc. Com 380956409 $6,265 129,800 Sole 129,800 Goldcorp, Inc. Com 380956409 $21,866 453,000 Sole 453,000 Goldman Sachs Group, Inc. Com 38141G104 $1,397 10,500 Sole 10,500 Google, Inc. Com 38259P508 $1,367 2,700 Sole 2,700 Honeywell Com 438516106 $10,124 169,900 Sole 169,900 Honeywell Com 438516106 $4,523 75,900 Sole 75,900 Humana, Inc. Com 444859102 $21,280 263,400 Sole 263,400 Humana, Inc. Com 444859102 $8,484 105,010 Sole 105,010 Icici Bank ADR ADR 45104G104 $15,682 318,100 Sole 318,100 Icici Bank ADR ADR 45104G104 $3,934 79,800 Sole 79,800 Illumina, Inc. Com 452327109 $12,813 170,500 Sole 170,500 Illumina, Inc. Com 452327109 $4,922 65,500 Sole 65,500 Infosys, Ltd. ADR 456788108 $5,512 84,500 Sole 84,500 Infosys, Ltd. ADR 456788108 $1,292 19,800 Sole 19,800 Intuit Com 461202103 $12,540 241,800 Sole 241,800 Intuit Com 461202103 $3,890 75,000 Sole 75,000 Intuitive Surgical, Inc. Com 46120E602 $20,466 55,000 Sole 55,000 Intuitive Surgical, Inc. Com 46120E602 $8,503 22,850 Sole 22,850 Joy Global, Inc. Com 481165108 $21,743 228,300 Sole 228,300 Joy Global, Inc. Com 481165108 $10,038 105,400 Sole 105,400 Lorillard, Inc. Com 544147101 $10,419 95,700 Sole 95,700 Lorillard, Inc. Com 544147101 $3,059 28,100 Sole 28,100 Mechel OAO ADR ADR 583840103 $11,749 491,800 Sole 491,800 Mechel OAO ADR ADR 583840103 $2,874 120,300 Sole 120,300 Monsanto Company Com 61166W101 $17,395 239,800 Sole 239,800 Monsanto Company Com 61166W101 $8,415 116,000 Sole 116,000 National Oilwell Varco, Inc. Com 637071101 $26,795 342,600 Sole 342,600 National Oilwell Varco, Inc. Com 637071101 $11,732 150,000 Sole 150,000 NetApp, Inc. Com 64110D104 $21,819 413,400 Sole 413,400 NetApp, Inc. Com 64110D104 $9,960 188,700 Sole 188,700 Nvidia Corp. Com 67066G104 $6,682 419,300 Sole 419,300 Nvidia Corp. Com 67066G104 $2,489 156,200 Sole 156,200 Oracle Corporation Com 68389X105 $14,421 438,200 Sole 438,200 Oracle Corporation Com 68389X105 $7,671 233,100 Sole 233,100 Peabody Energy Corp. Com 704549104 $18,586 315,500 Sole 315,500 Peabody Energy Corp. Com 704549104 $7,658 130,000 Sole 130,000 Petroleo Brasileiro ADR ADR 71654V408 $25,181 741,400 Sole 741,400 Petroleo Brasileiro ADR ADR 71654V408 $6,489 191,100 Sole 191,100 Precision Castparts Corp. Com 740189105 $18,230 110,700 Sole 110,700 Precision Castparts Corp. Com 740189105 $6,752 41,000 Sole 41,000 Qualcomm, Inc. Com 747525103 $10,853 191,100 Sole 191,100 Qualcomm, Inc. Com 747525103 $5,054 89,000 Sole 89,000 Quimica y Minera de Chile SA - sp ADR ADR 833635105 $4,996 77,200 Sole 77,200 Quimica y Minera de Chile SA - sp ADR ADR 833635105 $1,262 19,500 Sole 19,500 Schlumberger, Ltd. Com 806857108 $18,940 218,500 Sole 218,500 Schlumberger, Ltd. Com 806857108 $5,897 68,000 Sole 68,000 SPDR Gold Shares Com 78463V107 $3,212 22,000 Sole 22,000 Stryker Corporation Com 863667101 $8,518 144,700 Sole 144,700 Stryker Corporation Com 863667101 $3,862 65,600 Sole 65,600 Suncor Enerrgy, Inc. Com 867224107 $4,270 109,200 Sole 109,200 Suncor Enerrgy, Inc. Com 867224107 $14,682 375,500 Sole 375,500 Symantec Corp. Com 871503108 $14,843 752,700 Sole 752,700 Symantec Corp. Com 871503108 $9,424 477,900 Sole 477,900 T Rowe Price Group, Inc. Com 74144T108 $3,753 62,200 Sole 62,200 Talisman Energy, Inc. ADR Com 87425E103 $5,653 275,900 Sole 275,900 Talisman Energy, Inc. ADR Com 87425E103 $22,047 1,076,000 Sole 1,076,000 Telecomunicacoes de Sao Paulo SA Telesp ADR 87929A102 $4,834 162,745 Sole 162,745 Telecomunicacoes de Sao Paulo SA Telesp ADR 87929A102 $1,165 39,215 Sole 39,215 Tiffany & Co. Com 886547108 $7,290 92,500 Sole 92,500 Tiffany & Co. Com 886547108 $4,618 58,600 Sole 58,600 Union Pacific Corp. Com 907818108 $23,760 226,550 Sole 226,550 Union Pacific Corp. Com 907818108 $8,736 83,300 Sole 83,300 Unitedhealth Group Com 91324P102 $21,689 420,500 Sole 420,500 Unitedhealth Group Com 91324P102 $8,686 168,400 Sole 168,400 Vale SA SP ADR ADR 91912E105 $15,387 481,600 Sole 481,600 Vale SA SP ADR ADR 91912E105 $3,991 124,900 Sole 124,900 Viacom, Inc. Com 92553P201 $19,597 382,400 Sole 382,400 Viacom, Inc. Com 92553P201 $7,985 155,800 Sole 155,800 VMware, Inc. Com 928563402 $22,351 223,000 Sole 223,000 VMware, Inc. Com 928563402 $11,045 110,200 Sole 110,200 Wells Fargo Company Com 949746101 $67 2,400 Sole 2,400 Whiting Petroleum Corp. Com 966387102 $8,229 144,600 Sole 144,600 Whiting Petroleum Corp. Com 966387102 $2,532 44,500 Sole 44,500 Yum! Brands, Inc. Com 988498101 $8,512 154,100 Sole 154,100 Yum! Brands, Inc. Com 988498101 $3,237 58,600 Sole 58,600