13F-HR 1 a2178898z13f-hr.txt 13F-HR 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, 2007 ------------- 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: Peak Investments, LLC ------------------------------- Address: 865 South Figueroa Street ------------------------------- Suite 700 ------------------------------- Los Angeles, CA 90017 ------------------------------- Form 13F File Number: 28- --------------------- 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: Ronald J. Krystyniak ------------------------------- Title: Member ------------------------------- Phone: (213) 891-6311 ------------------------------- Signature, Place, and Date of Signing: /s/ Ronald J. Krystyniak Los Angeles, CA 7/30/2007 ------------------------------- ----------------- ------------- [Signature] [City, State] [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).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- The Cypress Funds LLC --------------- ------------------------------------ [Repeat as necessary.] Oakmont Corporation FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 -------------------- Form 13F Information Table Entry Total: 1 -------------------- Form 13F Information Table Value Total: 937,776 -------------------- (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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name 28- The Cypress Funds LLC ------ ----------------- --------------------------------- 28- Oakmont Corporation ------ ----------------- --------------------------------- [Repeat as necessary.] FORM 13F INFORMATION TABLE
VALUE INVESTMENT OTHER VOTING NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) SHARES DISCRETION MANAGERS AUTHORITY -------------- -------------- --------- -------- --------- ---------- -------------------- --------- ALLIED WORLD ASSURANCE Common GO219G2O3 1,416 27,632 Other Oakmont Corporation Sole AMERICA MOVIL -ADR SERIES L Spon ADR L Shs 02364W105 25,837 417,200 Other Oakmont Corporation Sole AMERICA MOVIL -ADR SERIES L Spon ADR L Shs 02364W105 24,227 391,200 Other The Cypress Funds LLC Sole APPLE INC. Common 37833100 7,322 60,000 Other The Cypress Funds LLC Sole BAKER HUGHES INC. Common 057224107 25,205 299,600 Other Oakmont Corporation Sole BAKER HUGHES INC. Common O57224l07 21,033 250,000 Other The Cypress Funds LLC Sole BOEING CO Common 097023105 34,175 355,400 Other Oakmont Corporation Sole BOEING CO Common 097023105 21,299 221,500 Other The Cypress Funds LLC Sole CATERPILLAR INC Common 149123101 64,259 820,678 Other Oakmont Corporation Sole CATERPILLAR INC Common 149123101 13,703 175,000 Other The Cypress Funds LLC Sole COMPUGEN LTD Common M25722105 357 122,825 Other Oakmont Corporation Sole CVS Corporation Common 126650100 292 8,000 Other Oakmont Corporation Sole CVS Corporation Common 126650100 16,767 460,000 Other The Cypress Funds LLC Sole DELPHI FINANCIAL GROUP, INC Common 247131105 29,024 694,014 Other Oakmont Corporation Sole ENCANA CORP Common 292505104 40,102 652,600 Other Oakmont Corporation Sole ENCANA CORP Common 292505104 21,981 357,700 Other The Cypress Funds LLC Sole FREEPORT MCMORAN COPPER & GOLD CL B Common 35671D857 132,136 1,595,454 Other Oakmont Corporation Sole FREEPORT MCMORAN COPPER & GOLD CL B Common 35671D857 26,171 316,000 Other The Cypress Funds LLC Sole HANOVER COMPRESSOR CO Common 410768105 11,329 475,000 Other The Cypress Funds LLC Sole HILTON HOTELS CORP Common 432848109 24,597 734,900 Other Oakmont Corporation Sole INVESTORS FINANCIAL SERVICES CORP Common 461915100 203,343 3,297,268 Other Oakmont Corporation Sole INVESTORS FINANCIAL SERVICES CORP Common 461915100 27,511 446,100 Other The Cypress Funds LLC Sole MCMORAN EXPLORATION CO Common 582411104 22,429 1,602,077 Other Oakmont Corporation Sote MCMORAN EXPLORATION CO NOTE 6.00% 582411ABO 3,162 2,750,000 Other Oakmont Corporation Sole MCMORAN EXPLORATION CO Common 582411104 14,840 1,060,000 Other The Cypress Funds LLC Sole NEKTAR THERAPEUTIC Common 640268108 2,593 273,260 Other The Cypress Funds LLC Sole OCCIDENTAL PETROLEUM CORPORATION Common 674599105 428 7,400 Other Oakmont Corporation Sole OCCIDENTAL PETROLEUM CORPORATION Common 674599105 19,309 333,600 Other The Cypress Funds LLC Sole SEI INVESTMENTS CO Common 784117103 3,560 122,600 Other Oakmont Corporation Sole SIRIUS SATELLITE RADIO INC. Common 82966U103 3,020 1,000,000 Other The Cypress Funds LLC Sole STRATUS PROPERTIES INC Common 863167201 3,186 92,339 Other Oakmont Corporation Sole SYNTA PHARMACEUTICALS CORP Common 87162T206 12,005 1,446,413 Other Oakmont Corporation Sole SYNTROLEUM CORP Common 871630109 20,412 7,395,777 Other Oakmont Corporation Sole TRANSOCEAN INC Common G90078109 33,829 319,200 Other Oakmont Corporation Sole TRANSOCEAN lNC Common G90078109 20,104 189,700 Other The Cypress Funds LLC Sole WYNN RESORTS LTD Common 983134107 6,813 76,000 Other The Cypress Funds LLC Sole ------- 937,776 -------