13F-HR 1 d1283088_13f-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: March 31, 2012 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Amiya Capital LLP Address: 26-28 Mount Row London, W1K 3SQ United Kingdom 13F File Number: 028-14248 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: Ian Mukherjee Title: Managing Member Phone: + 44 (0)207 647 1732 Signature, Place and Date of Signing: /s/ Ian Mukherjee London, United Kingdom May 15, 2012 ------------------- --------------------------- -------------------- [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 managers(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: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 14 Form 13F Information Table Value Total: 322,053 (thousands) List of Other Included Managers: No. Form 13F File Number Name (1) 028-14249 Amiya GEO Master Fund Limited FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE APPLE INC COM 37833100 50,785 84,705 SH SHARED-DEFINED (1) 84,705 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 41,694 2,639,700 SH SHARED-DEFINED (1) 2,639,700 SKYWORKS SOLUTIONS INC COM 83088M102 30,907 1,117,800 SH SHARED-DEFINED (1) 1,117,800 MICRON TECHNOLOGY INC COM 595112103 27,547 3,403,000 SH SHARED-DEFINED (1) 3,403,000 YUM BRANDS INC COM 988498101 27,262 383,000 SH SHARED-DEFINED (1) 383,000 ORACLE CORP COM 68389X105 24,903 854,000 SH SHARED-DEFINED (1) 854,000 CF INDS HLDGS INC COM 125269100 24,512 134,200 SH SHARED-DEFINED (1) 134,200 TRANSOCEAN LTD REG SHS H8817H100 17,077 312,200 SH SHARED-DEFINED (1) 312,200 LYONDELLBASELL INDUSTRIES SHS - A - N53745100 15,729 358,600 SH SHARED-DEFINED (1) 358,600 MARATHON PETE CORP COM 56585A102 14,278 329,300 SH SHARED-DEFINED (1) 329,300 HOLLYFRONTIER CORP COM 436106108 14,176 439,000 SH SHARED-DEFINED (1) 439,000 ON SEMICONDUCTOR CORP COM 682189105 12,443 1,381,000 SH SHARED-DEFINED (1) 1,381,000 OMNIVISION TECHNOLOGIES INC COM 682128103 10,920 546,000 SH SHARED-DEFINED (1) 546,000 SEADRILL LIMITED SHS G7945E105 9,820 261,800 SH SHARED-DEFINED (1) 261,800
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