13F-HR 1 srz727630v12.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, 2002 ----------------------- 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: Steven Napoli -------------------------------------------------- Title: Chief Financial Officer -------------------------------------------------- Phone: 203-564-4230 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Steven Napoli Stamford, CT 08/13/02 ------------------------ --------------------------- --------- [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: 0 ------------- Form 13F Information Table Entry Total: 34 ------------- Form 13F Information Table Value Total: $381,489 ------------- (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 --------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- -------- -------- ------- ALLSCRIPTS HEALTHCARE SOLUTI COM 01988P108 7,049 1,885,000(SH) (SOLE) 1,885,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- BECKMAN COULTER INC COM 075811109 9,980 200,000(SH) (SOLE) 200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CACI INTL INC COM 127190304 14,321 375,000(SH) (SOLE) 375,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CAMBREX CORP COM 132011107 5,614 140,000(SH) (SOLE) 140,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CAREMARK RX INC COM 141705103 92,400 5,600,000(SH) (SOLE) 5,600,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CELESTICA INC SUB VTG SHS 15101Q108 7,948 350,000(SH) (SOLE) 350,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CHIQUITA BRANDS INTL INC COM 170032809 4,925 275,000(SH) (SOLE) 275,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CROWN CORK & SEAL INC COM 228255105 5,308 775,000(SH) (SOLE) 775,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- D R HORTON INC COM 23331A109 13,665 525,000(SH) (SOLE) 525,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- DARDEN RESTAURANTS INC COM 237194105 6,792 275,000(SH) (SOLE) 275,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- EL PASO CORP JUL 22.50 CALL CALL 28336L9GX 4,122 200,000(SH)(CALL)(SOLE) 200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- EXULT INC DEL COM 302284104 4,712 725,000(SH) (SOLE) 725,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- FINISAR COM 31787A101 14,220 6,000,000(SH) (SOLE) 6,000,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- HCA INC COM 404119109 14,250 300,000(SH) (SOLE) 300,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- HARMONY GOLD MNG LTD SPONSORED ADR 413216300 5,412 400,000(SH) (SOLE) 400,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- HEALTHSOUTH CORP COM 421924101 3,837 300,000(SH) (SOLE) 300,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- HEALTH NET INC COM 42222G108 6,692 250,000(SH) (SOLE) 250,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,498 200,000(SH) (SOLE) 200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- MCDERMOTT INTL INC COM 580037109 8,505 1,050,000(SH) (SOLE) 1,050,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 4,087 125,000(SH) (SOLE) 125,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- MEMBERWORKS INC COM 586002107 6,022 325,000(SH) (SOLE) 325,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- MULTIMEDIA GAMES INC COM 625453105 8,724 400,000(SH) (SOLE) 400,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- NUANCE COMMUNICATIONS INC COM 669967101 4,639 1,110,000(SH) (SOLE) 1,110,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- OCEAN ENERGY INC DEL COM 67481E106 13,002 600,000(SH) (SOLE) 600,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- OPENWAVE SYS INC COM 683718100 6,591 1,175,000(SH) (SOLE) 1,175,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PEDIATRIX MED GROUP COM 705324101 8,750 350,000(SH) (SOLE) 350,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PFIZER INC COM 717081103 17,500 500,000(SH) (SOLE) 500,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PLACER DOME INC COM 725906101 2,242 200,000(SH) (SOLE) 200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PULTE HOMES INC COM 745867101 12,645 220,000(SH) (SOLE) 220,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- TALISMAN ENERGY INC COM 87425E103 5,643 125,000(SH) (SOLE) 125,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 36,477 2,700,000(SH) (SOLE) 2,700,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW JUL 17.50 CALL 9021249GT 5,404 400,000(SH)(CALL)(SOLE) 400,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- UNION PLANTERS CORP COM 908068109 7,283 225,000(SH) (SOLE) 225,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- WYETH COM 983024100 20,480 400,000(SH) (SOLE) 400,000(SOLE) -----------------------------------------------------------------------------------------------------------------------------------