0001172661-13-000853.txt : 20130515
0001172661-13-000853.hdr.sgml : 20130515
20130515091118
ACCESSION NUMBER: 0001172661-13-000853
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130515
DATE AS OF CHANGE: 20130515
EFFECTIVENESS DATE: 20130515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: KARSCH CAPITAL MANAGEMENT LP
CENTRAL INDEX KEY: 0001167235
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10078
FILM NUMBER: 13843962
BUSINESS ADDRESS:
STREET 1: 110 EAST 59TH STREET
STREET 2: 27TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: (212) 507-9754
MAIL ADDRESS:
STREET 1: 110 EAST 59TH STREET
STREET 2: 27TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
karschcapital1q13.txt
FORM 13F HOLDINGS REPORT
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, 2013
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: Karsch Capital Management, LP
Address: 110 East 59th Street
27th Floor
New York, NY 10022
13F File Number: 028-10078
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: Michael A. Karsch
Title: Principal
Phone: (212) 507-9782
Signature, Place, and Date of Signing:
/s/ Michael A. Karsch New York, NY/USA May 15, 2013
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: 32
Form 13F Information Table Value Total: $1,624,173 (thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional managers with respect to which this report is filed, other
than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ADOBE SYS INC COM 00724f101 43825 1007232 SH SOLE 1007232 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 62946 1621496 SH SOLE 1621496 0 0
AMERISOURCEBERGEN CORP COM 03073e105 22815 443440 SH SOLE 443440 0 0
AUTODESK INC COM 052769106 114682 2780841 SH SOLE 2780841 0 0
CARDINAL HEALTH INC COM 14149y108 3018 72520 SH SOLE 72520 0 0
CARDINAL HEALTH INC COM 14149Y108 12619 303200 SH CALL SOLE 303200 0 0
CBRE GROUP INC CL A 12504l109 6454 255590 SH SOLE 255590 0 0
CBS CORP NEW CL B 124857202 67193 1439140 SH SOLE 1439140 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12904 781600 SH SOLE 781600 0 0
EQUINIX INC COM NEW 29444u502 72610 335675 SH SOLE 335675 0 0
EXPRESS SCRIPTS HLDG CO COM 30219g108 112544 1952192 SH SOLE 1952192 0 0
HUNT J B TRANS SVCS INC COM 445658107 33459 449230 SH SOLE 449230 0 0
JETBLUE AIRWAYS CORP COM 477143101 9976 1445760 SH SOLE 1445760 0 0
LIBERTY GLOBAL INC COM SER A 530555101 38228 520820 SH SOLE 520820 0 0
LIBERTY GLOBAL INC COM SER C 530555309 31857 464185 SH SOLE 464185 0 0
MONDELEZ INTL INC CL A 609207105 30778 1005320 SH SOLE 1005320 0 0
NORFOLK SOUTHERN CORP COM 655844108 38956 505400 SH CALL SOLE 505400 0 0
NORFOLK SOUTHERN CORP COM 655844108 126364 1639390 SH SOLE 1639390 0 0
ORACLE CORP COM 68389x105 40475 1251560 SH SOLE 1251560 0 0
PFIZER INC COM 717081103 67893 2352510 SH SOLE 2352510 0 0
PPG INDS INC COM 693506107 110681 826345 SH SOLE 826345 0 0
PVH CORP COM 693656100 36188 338810 SH SOLE 338810 0 0
SHERWIN WILLIAMS CO COM 824348106 56666 335520 SH SOLE 335520 0 0
SHIRE PLC SPONSORED ADR 82481r106 24972 273340 SH SOLE 273340 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 149693 956200 SH PUT SOLE 956200 0 0
SPRINT NEXTEL CORP COM SER 1 852061100 5634 907200 SH SOLE 907200 0 0
TYCO INTERNATIONAL LTD SHS h89128104 64707 2022105 SH SOLE 2022105 0 0
ULTA SALON COSMETCS & FRAG I COM 90384s303 81424 1003132 SH SOLE 1003132 0 0
UNITED CONTL HLDGS INC COM 910047109 13172 411500 SH SOLE 411500 0 0
VIACOM INC NEW CL B 92553p201 83024 1348450 SH SOLE 1348450 0 0
WILLIS GROUP HOLDINGS PUBLIC SHS g96666105 18029 456550 SH SOLE 456550 0 0
YAHOO INC COM 984332106 30387 1291470 SH SOLE 1291470 0 0