13F-HR 1 v344463_13fhr.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: 3/31/2013 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: Partner Investment Management, L.P. Address: Four Embarcadero Center Suite 3500 San Francisco, CA 94111 Form 13F File Number: 28-13168 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: Darin Sadow Title: Chief Compliance Officer Phone: 415-281-1000 Signature, Place, and Date of Signing: /s/ Darin Sadow San Francisco, CA 05/14/2013 ------------------------------- ----------------- ------------- [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: FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------------- Form 13F Information Table Entry Total: 59 ----------------- Form 13F Information Table Value Total: 1,339,905 ----------------- (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. FORM 13F INFORMATION TABLE
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 -------- -------- -------- -------- ---------------------- -------- -------- ------------------ MARKET TITLE OF VALUE SHARE SHARE/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x1000) PRN AMNT PRN CALL DISCRETION MANAGER SOLE SHARED NONE -------------- -------- ----- -------- -------- ------ ---- ---------- ------- ---- ------ ---- ACTAVIS INC COM 00507K103 7,110 77,193 SH SHARED-DEFINED 0 77,193 0 AEGERION PHARMACEUTICALS INC COM 00767E102 5,778 143,231 SH SHARED-DEFINED 0 143,231 0 ALEXION PHARMACEUTICALS INC COM 015351109 1,829 19,847 SH SHARED-DEFINED 0 19,847 0 ALIGN TECHNOLOGY INC COM 016255101 17,354 517,876 SH SHARED-DEFINED 0 517,876 0 AMAZON COM INC COM 023135106 16,041 60,195 SH SHARED-DEFINED 0 60,195 0 AMC NETWORKS INC CL A 00164V103 12,989 205,455 SH SHARED-DEFINED 0 205,455 0 BLACKROCK INC COM 09247X101 5,157 20,076 SH SHARED-DEFINED 0 20,076 0 BORGWARNER INC COM 099724106 42,904 554,743 SH SHARED-DEFINED 0 554,743 0 BRUKER CORP COM 116794108 2,063 108,030 SH SHARED-DEFINED 0 108,030 0 CBRE GROUP INC CL A 12504L109 72,878 2,886,270 SH SHARED-DEFINED 0 2,886,270 0 SCHWAB CHARLES CORP NEW COM 808513105 22,846 1,291,486 SH SHARED-DEFINED 0 1,291,486 0 CITRIX SYS INC COM 177376100 96,425 1,336,448 SH SHARED-DEFINED 0 1,336,448 0 CLOVIS ONCOLOGY INC COM 189464100 11,101 387,185 SH SHARED-DEFINED 0 387,185 0 CUMMINS INC COM 231021106 69,319 598,560 SH SHARED-DEFINED 0 598,560 0 DOLLAR GEN CORP NEW COM 256677105 38,067 752,608 SH SHARED-DEFINED 0 752,608 0 EATON CORP PLC SHS G29183103 76,604 1,250,685 SH SHARED-DEFINED 0 1,250,685 0 EBAY INC COM 278642103 40,835 753,138 SH SHARED-DEFINED 0 753,138 0 EXPEDIA INC DEL COM NEW 30212P303 13,141 218,965 SH SHARED-DEFINED 0 218,965 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 3,578 62,091 SH SHARED-DEFINED 0 62,091 0 GILEAD SCIENCES INC COM 375558103 106,615 2,178,486 SH SHARED-DEFINED 0 2,178,486 0 GOOGLE INC CL A 38259P508 36,284 45,687 SH SHARED-DEFINED 0 45,687 0 HCA HOLDINGS INC COM 40412C101 3,872 95,295 SH SHARED-DEFINED 0 95,295 0 HEALTH NET INC COM 42222G108 35,420 1,237,608 SH SHARED-DEFINED 0 1,237,608 0 HEARTWARE INTL INC COM 422368100 4,193 47,432 SH SHARED-DEFINED 0 47,432 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 15,226 683,991 SH SHARED-DEFINED 0 683,991 0 HOST HOTELS & RESORTS INC COM 44107P104 33,090 1,891,936 SH SHARED-DEFINED 0 1,891,936 0 JACOBS ENGR GROUP INC DEL COM 469814107 16,815 298,983 SH SHARED-DEFINED 0 298,983 0 KYTHERA BIOPHARMACEUTICALS I COM 501570105 12,157 512,872 SH SHARED-DEFINED 0 512,872 0 LIBERTY GLOBAL INC COM SER A 530555101 19,593 267,001 SH SHARED-DEFINED 0 267,001 0 LINKEDIN CORP COM CL A 53578A108 17,468 99,216 SH SHARED-DEFINED 0 99,216 0 MEDIVATION INC COM 58501N101 47,927 1,024,965 SH SHARED-DEFINED 0 1,024,965 0 MOLINA HEALTHCARE INC COM 60855R100 3,802 123,159 SH SHARED-DEFINED 0 123,159 0 MYRIAD GENETICS INC COM 62855J104 67 141,700 SH Put SHARED-DEFINED 0 141,700 0 MYRIAD GENETICS INC COM 62855J104 7,177 282,462 SH SHARED-DEFINED 0 282,462 0 NETFLIX INC COM 64110L106 9,835 51,958 SH SHARED-DEFINED 0 51,958 0 OCCIDENTAL PETE CORP DEL COM 674599105 10,550 134,623 SH SHARED-DEFINED 0 134,623 0 OREXIGEN THERAPEUTICS INC COM 686164104 7,498 1,197,760 SH SHARED-DEFINED 0 1,197,760 0 PATTERSON COMPANIES INC COM 703395103 2,671 70,213 SH SHARED-DEFINED 0 70,213 0 PERKINELMER INC COM 714046109 5,044 149,931 SH SHARED-DEFINED 0 149,931 0 PFIZER INC COM 717081103 90,425 3,133,218 SH SHARED-DEFINED 0 3,133,218 0 PHH CORP NOTE 4.000% 9/0 693320AN3 5,077 4,597,000 PRN SHARED-DEFINED 0 4,597,000 0 POLYPORE INTL INC COM 73179V103 14,670 365,118 SH SHARED-DEFINED 0 365,118 0 PULTE GROUP INC COM 745867101 20,780 1,026,682 SH SHARED-DEFINED 0 1,026,682 0 PUMA BIOTECHNOLOGY INC COM 74587V107 5,794 173,530 SH SHARED-DEFINED 0 173,530 0 REGENERON PHARMACEUTICALS COM 75886F107 6,371 36,117 SH SHARED-DEFINED 0 36,117 0 REPROS THERAPEUTICS INC COM NEW 76028H209 8,161 506,904 SH SHARED-DEFINED 0 506,904 0 RESEARCH IN MOTION LTD COM 760975102 5,080 351,656 SH SHARED-DEFINED 0 351,656 0 ROCKWELL AUTOMATION INC COM 773903109 40,244 466,052 SH SHARED-DEFINED 0 466,052 0 SALESFORCE COM INC COM 79466L302 7,980 44,624 SH SHARED-DEFINED 0 44,624 0 SERVICENOW INC COM 81762P102 6,158 170,111 SH SHARED-DEFINED 0 170,111 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 32,961 447,052 SH SHARED-DEFINED 0 447,052 0 SPLUNK INC COM 848637104 21,547 538,272 SH SHARED-DEFINED 0 538,272 0 TESARO INC COM 881569107 3,550 161,653 SH SHARED-DEFINED 0 161,653 0 UNIVERSAL AMERN CORP NEW COM 91338E101 3,620 434,525 SH SHARED-DEFINED 0 434,525 0 UNIVERSAL HLTH SVCS INC CL B 913903100 12,700 198,843 SH SHARED-DEFINED 0 198,843 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 6,984 93,092 SH SHARED-DEFINED 0 93,092 0 VOLCANO CORPORATION COM 928645100 3,221 144,711 SH SHARED-DEFINED 0 144,711 0 WYNDHAM WORLDWIDE CORP COM 98310W108 67,709 1,050,079 SH SHARED-DEFINED 0 1,050,079 0 YAHOO INC COM 984332106 25,550 1,085,892 SH SHARED-DEFINED 0 1,085,892 0