13F-HR 1 ards.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: December 31, 2000 ----------------------- 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: Ardsley Advisory Partners -------------------------------------------------- Address: 262 Harbor Drive, 4th Floor -------------------------------------------------- Stamford, CT 06902 -------------------------------------------------- -------------------------------------------------- Form 13F File Number: 28-04639 ------------------ 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: Kevin McCormack -------------------------------------------------- Title: Partner, Chief Financial Officer -------------------------------------------------- Phone: 203-564-4230 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Kevin McCormack Stamford, CT 2/13/00 ------------------------ --------------------------- --------- [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: none Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: ------------- Form 13F Information Table Entry Total: 46 ------------- Form 13F Information Table Value Total: $953,885 ------------- (thousands) List of Other Included Managers: none 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.
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 ------------------- ---------------- ------- -------- ------- --- ---- -------- -- -------- ---- ------ --- ALKERMES INC COM 01642T108 18,825 600,000(SH) (SOLE) 600,000(SOLE) -------------------------------------------------------------------------------- --------------------------- ALLSCRIPTS INC COM 019886100 19,295 2,065,000(SH) (SOLE) 2,065,000(SOLE) -------------------------------------------------------------------------------- --------------------------- ANADARKO PETE CORP COM 032511107 67,526 950,000(SH) (SOLE) 950,000(SOLE) -------------------------------------------------------------------------------- --------------------------- ASPECT COMMUNICATIONS CORP COM 04523Q102 4,144 515,000(SH) (SOLE) 515,000(SOLE) -------------------------------------------------------------------------------- --------------------------- AT&T CORP COM LIB GRP A 001957208 10,172 750,000(SH) (SOLE) 750,000(SOLE) -------------------------------------------------------------------------------- --------------------------- AT HOME CORP COM SER A 045919107 9,680 1,750,000(SH) (SOLE) 1,750,000(SOLE) -------------------------------------------------------------------------------- --------------------------- BECTON DICKINSON & CO COM 075887109 19,044 550,000(SH) (SOLE) 550,000(SOLE) -------------------------------------------------------------------------------- --------------------------- BLACK & DECKER CORP COM 091797100 3,925 100,000(SH) (SOLE) 100,000(SOLE) -------------------------------------------------------------------------------- --------------------------- CAREMARK RX INC COM 141705103 146,841 10,827,000(SH) (SOLE) 10,827,000(SOLE) -------------------------------------------------------------------------------- --------------------------- COGNOS INC COM 19244C109 8,183 435,000(SH) (SOLE) 435,000(SOLE) -------------------------------------------------------------------------------- --------------------------- COMPUTER ASSOC INTL INC COM 204912109 15,600 800,000(SH) (SOLE) 800,000(SOLE) -------------------------------------------------------------------------------- --------------------------- DAVITA INC COM 23918K103 80,488 4,700,000(SH) (SOLE) 4,700,000(SOLE) -------------------------------------------------------------------------------- --------------------------- DIGEX INC DEL CL A 253756100 8,044 357,500(SH) (SOLE) 357,500(SOLE) -------------------------------------------------------------------------------- --------------------------- EXPRESS SCRIPTS INC CL A 302182100 19,428 190,000(SH) (SOLE) 190,000(SOLE) -------------------------------------------------------------------------------- --------------------------- FINISAR CORP COM 31787A101 7,395 255,000(SH) (SOLE) 255,000(SOLE) -------------------------------------------------------------------------------- --------------------------- FIRST DATA CORP COM 319963104 26,344 500,000(SH) (SOLE) 500,000(SOLE) -------------------------------------------------------------------------------- --------------------------- FOREST OIL CORP COM PAR $O.O1 346091705 17,854 485,000(SH) (SOLE) 485,000(SOLE) -------------------------------------------------------------------------------- --------------------------- GENZYME CORP COM GENL DIV 372917104 8,994 100,000(SH) (SOLE) 100,000(SOLE) -------------------------------------------------------------------------------- --------------------------- GLOBAL TELESYSTEMS INC COM 37936U104 16,250 20,000,000(SH) (SOLE) 20,000,000(SOLE) -------------------------------------------------------------------------------- --------------------------- HOME DEPOT INC COM 437076102 22,844 500,000(SH) (SOLE) 500,000(SOLE) -------------------------------------------------------------------------------- --------------------------- ICN PHARMACEUTICALS INC NEW COM 448924100 19,333 630,000(SH) (SOLE) 630,000(SOLE) -------------------------------------------------------------------------------- --------------------------- LIBERTY DIGITAL INC CL A 530436104 3,164 625,000(SH) (SOLE) 625,000(SOLE) -------------------------------------------------------------------------------- --------------------------- MERCATOR SOFTWARE INC COM 587587106 672 125,000(SH) (SOLE) 125,000(SOLE) -------------------------------------------------------------------------------- --------------------------- MERCK & CO INC COM 589331107 32,769 350,000(SH) (SOLE) 350,000(SOLE) -------------------------------------------------------------------------------- --------------------------- METHANEX CORP COM 59151K108 12,875 2,000,000(SH) (SOLE) 2,000,000(SOLE) -------------------------------------------------------------------------------- --------------------------- MICROSOFT CORP COM 594918104 47,850 1,100,000(SH) (SOLE) 1,100,000(SOLE) -------------------------------------------------------------------------------- --------------------------- MORGAN STANLEY DEAN WITTER & CO COM NEW 617446448 15,058 190,000(SH) (SOLE) 190,000(SOLE) -------------------------------------------------------------------------------- --------------------------- NOVA CORP GA COM 669784100 3,190 160,000(SH) (SOLE) 160,000(SOLE) -------------------------------------------------------------------------------- --------------------------- NTL INC COM 629407107 10,772 450,000(SH) (SOLE) 450,000(SOLE) -------------------------------------------------------------------------------- --------------------------- NTL INC PUT 629407957 10,413 435,000(SH) PUT (SOLE) 435,000(SOLE) -------------------------------------------------------------------------------- --------------------------- OCEAN ENERGY INC TEX COM 67481E106 21,719 1,250,000(SH) (SOLE) 1,250,000(SOLE) -------------------------------------------------------------------------------- --------------------------- OUTBACK STEAKHOUSE INC COM 689899102 22,660 880,000(SH) (SOLE) 880,000(SOLE) -------------------------------------------------------------------------------- --------------------------- PEREGRINE SYSTEMS INC COM 71366Q101 17,775 900,000(SH) (SOLE) 900,000(SOLE) -------------------------------------------------------------------------------- --------------------------- PICTURETEL CORP COM NEW 720035302 2,969 1,250,000(SH) (SOLE) 1,250,000(SOLE) -------------------------------------------------------------------------------- --------------------------- QUEST SOFTWARE INC COM 74834T103 16,838 600,000(SH) (SOLE) 600,000(SOLE) -------------------------------------------------------------------------------- --------------------------- REDBACK NETWORKS INC COM 757209101 7,790 190,000(SH) (SOLE) 190,000(SOLE) -------------------------------------------------------------------------------- --------------------------- TALISMAN ENERGY INC COM 87425E103 14,825 400,000(SH) (SOLE) 400,000(SOLE) -------------------------------------------------------------------------------- --------------------------- TEKTRONIX INC COM 879131100 16,844 500,000(SH) (SOLE) 500,000(SOLE) -------------------------------------------------------------------------------- --------------------------- TELEPHONE & DATA SYS INC COM 879433100 14,850 165,000(SH) (SOLE) 165,000(SOLE) -------------------------------------------------------------------------------- --------------------------- THERMO ELECTRON CORP COM 883556102 37,188 1,250,000(SH) (SOLE) 1,250,000(SOLE) -------------------------------------------------------------------------------- --------------------------- TJX COS INC NEW COM 872540109 11,100 400,000(SH) (SOLE) 400,000(SOLE) -------------------------------------------------------------------------------- --------------------------- TYCO INTL LTD NEW COM 902124106 55,500 1,000,000(SH) (SOLE) 1,000,000(SOLE) -------------------------------------------------------------------------------- --------------------------- UNITEDGLOBALCOM PFD CV 1/20 913247102 4,075 200,000(SH) (SOLE) 200,000(SOLE) -------------------------------------------------------------------------------- --------------------------- UNITEDGLOBALCOM CLA 913247508 361 24,873(SH) (SOLE) 24,873(SOLE) -------------------------------------------------------------------------------- --------------------------- VIASYSTEMS GROUP INC COM 92553H100 1,663 200,000(SH) (SOLE) 200,000(SOLE) -------------------------------------------------------------------------------- --------------------------- XILINX INC COM 983919101 20,756 450,000(SH) (SOLE) 450,000(SOLE) -------------------------------------------------------------------------------- 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