-----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, PCvvvfvuk9xk0l6i5XzfQ/Y6lmAioNHe63tM3/hgx4zACj54uf+Sf5H5KKX4qlAg tFWCz8m5xT19rT3tY6fHKw== 0001019056-09-000208.txt : 20090217 0001019056-09-000208.hdr.sgml : 20090216 20090217152503 ACCESSION NUMBER: 0001019056-09-000208 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090217 DATE AS OF CHANGE: 20090217 EFFECTIVENESS DATE: 20090217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cedar Hill Capital Partners, LLC CENTRAL INDEX KEY: 0001389478 IRS NUMBER: 300294116 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12174 FILM NUMBER: 09612911 BUSINESS ADDRESS: STREET 1: 445 PARK AVENUE STREET 2: 5TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-201-5800 MAIL ADDRESS: STREET 1: 445 PARK AVENUE STREET 2: 5TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 cedar_13f-123108.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: December 31, 2008 ----------------- 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: Cedar Hill Capital Partners, LLC -------------------------------------------------- Address: 445 Park Avenue, 5th Floor -------------------------------------------------- New York, New York 10022 -------------------------------------------------- Form 13F File Number: 028-12174 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: Frank J. Paone -------------------------------------------------- Title: Chief Accounting Officer -------------------------------------------------- Phone: (212) 201-5805 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Frank J. Paone New York, NY 2/17/2009 -------------------- ---------------------------- ----------------- [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).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 --------------------------- Form 13F Information Table Entry Total: 39 --------------------------- Form 13F Information Table Value Total: 539,294 --------------------------- (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. NONE. 2 FORM 13F INFORMATION TABLE
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 - ------------------ ---------- --------- -------- ----------------------- ---------- -------- --------------------------- TITLE OF VALUE SHARES/ SH/ PUT/ INVESTMENT OTHER NAME OF ISSUER CLASS CUSIP (x1000) PRN AMT PRN CALL DISCRETION MANAGERS VOTING AUTHORITY - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------------------------- SOLE SHARED NONE --------- ------ ------ AMBAC FINL GROUP INC COM 023139108 1,424 1,095,000 SH SOLE 1,095,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ AMERICREDIT CORP COM 03060R101 10,885 1,424,800 SH SOLE 1,424,800 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ ARCH CAPITAL GROUP LTD COM G0450A105 11,917 170,000 SH SOLE 170,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ ASPEN INSURANCE HOLDINGS LTD SHS G05384105 23,161 955,075 SH SOLE 955,075 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ ASSURANT INC COM 04621X108 30,868 1,028,918 SH SOLE 1,028,918 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ BRE PROPERTIES INC CLASS A 05564E106 11,192 400,000 SH SOLE 400,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ SPDR GOLD TRUST GOLD SHS 78463V107 86,520 1,000,000 SH CALL SOLE 1,000,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ CME GROUP INC COM 12572Q105 16,233 78,000 SH SOLE 78,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ EQUITY RESIDENTIAL SH BEN INT 29476L107 8,365 280,500 SH SOLE 280,500 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ FBR CAPITAL MARKETS CORP COM 30247C301 122 25,000 SH SOLE 25,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ FIDELITY FINL INC COM 31620R105 5,546 312,438 SH SOLE 312,438 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ GENWORTH FINL INC COM CLASS A 37247D106 7,648 2,702,594 SH SOLE 2,702,594 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ GFI GROUP INC COM 361652209 10,345 2,922,452 SH SOLE 2,922,452 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ GREENHILL & CO INC COM 395259104 4,425 63,423 SH SOLE 63,423 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ HANOVER INS GROUP INC COM 410867105 43,638 1,015,543 SH SOLE 1,015,543 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ INVESCO LTD SHS G491BT108 13,357 925,000 SH SOLE 925,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ INVESTMENT TECHNOLOGY GRP INC COM 46145F105 227 10,000 SH SOLE 10,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ KEYCORP COM 493267108 48,777 5,725,000 SH SOLE 5,725,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ LEGG MASON INC COM 524901105 8,764 400,000 SH SOLE 400,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ MARKETAXESS HLDGS INC COM 57060D108 2,950 361,500 SH SOLE 361,500 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ MAX CAPITAL GROUP LTD SHS G6052F103 6,223 351,600 SH SOLE 351,600 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ MBIA INC COM 55262C100 8,502 2,088,825 SH SOLE 2,088,825 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ MGIC INVT CORP WIS COM 552848103 1,165 334,800 SH SOLE 334,800 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ NELNET INC CLASS A 64031N108 34,664 2,419,011 SH SOLE 2,419,011 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ PENSON WORLDWIDE INC COM 709600100 369 48,404 SH SOLE 48,404 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ PLATINUM UNDERWRITER HLDGS L COM G7127P100 5,026 139,300 SH SOLE 139,300 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------
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Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 - ------------------ ---------- --------- -------- ----------------------- ---------- -------- --------------------------- TITLE OF VALUE SHARES/ SH/ PUT/ INVESTMENT OTHER NAME OF ISSUER CLASS CUSIP (x1000) PRN AMT PRN CALL DISCRETION MANAGERS VOTING AUTHORITY - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------------------------- SOLE SHARED NONE --------- ------ ------ PMI GROUP INC COM 69344M101 270 138,261 SH SOLE 138,261 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ STATE STR CORP COM 857477103 19,665 500,000 SH PUT SOLE 500,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ STATE STR CORP COM 857477103 19,665 500,000 SH PUT SOLE 500,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ RADIAN GROUP INC COM 750236101 736 200,000 SH SOLE 200,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ REGENCY CTRS CORP COM 758849103 1,991 42,640 SH SOLE 42,640 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ REINSURANCE GROUP AMER INC COM NEW 759351604 12,846 300,000 SH SOLE 300,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ RENAISSANCE HOLDINGS LTD COM G7496G103 10,312 200,000 SH SOLE 200,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ TRAVELERS COMPANIES INC COM 89417E109 51,989 1,150,203 SH SOLE 1,150,203 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ THINKORSWIM GROUP INC COM 88409C105 5,600 996,367 SH SOLE 996,367 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ TRADESTATION GROUP INC COM 89267P105 9,799 1,519,210 SH SOLE 1,519,210 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ TRINITY INDS INC COM 896522109 1,727 109,600 SH SOLE 109,600 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ WHITE MTNS INS GROUP LTD COM G9618E107 1,336 5,000 SH SOLE 5,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------ WILLIS GROUP HOLDINGS LTD COM G96655108 1,045 42,000 SH SOLE 42,000 - ------------------ ---------- --------- -------- --------- ---- ---- ---------- -------- --------- ------ ------
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