13F-HR 1 form13fhr.txt ARDSLEY ADVISORY PARTNERS 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, 2005 ----------------------- 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: Partner -------------------------------------------------- Phone: 203-564-4230 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Steven Napoli Stamford, CT 07/27/05 ------------------------ --------------------------- --------- [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: 47 ------------- Form 13F Information Table Value Total: $690,513 ------------- (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 --------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- -------- -------- ------- AETNA INC NEW COM 00817Y108 18,635 225,000(SH) (SOLE) 225,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- APPLE COMPUTER INC COM 037833100 9,203 250,000(SH) (SOLE) 250,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- ASHLAND INC COM 044209104 10,781 150,000(SH) (SOLE) 150,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- BEARINGPOINT INC COM 074002106 9,163 1,250,000(SH) (SOLE) 1,250,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- BED BATH & BEYOND INC COM 075896100 17,757 425,000(SH) (SOLE) 425,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- C COR INC COM 125010108 1,028 150,000(SH) (SOLE) 150,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CARDINAL HEALTH INC COM 14149Y108 23,032 400,000(SH) (SOLE) 400,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CAREMARK RX INC COM 141705103 57,876 1,300,000(SH) (SOLE) 1,300,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CENTEX CORP COM 152312104 10,601 150,000(SH) (SOLE) 150,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CHESAPEAKE ENERGY CORP COM 165167107 20,520 900,000(SH) (SOLE) 900,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CISCO SYS INC COM 17275R102 85,860 4,500,000(SH) CALL (SOLE) 4,500,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- CORAUTUS GENETICS INC COM NEW 218139202 3,169 760,000(SH) (SOLE) 760,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- CROMPTON CORP COM 227116100 7,783 550,000(SH) (SOLE) 550,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- CV THERAPEUTICS INC COM 126667104 5,605 250,000(SH) (SOLE) 250,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- DANIELSON HLDG CORP COM 236274106 30,425 2,500,000(SH) (SOLE) 2,500,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- ENCYSIVE PHARMACEUTICALS INC COM 29256X107 2,162 200,000(SH) (SOLE) 200,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- ENSCO INTL INC COM 26874Q100 10,725 300,000(SH) (SOLE) 300,000(SOLE) -------------------------------------------------------------------------------------------------------------------------------- FREIGHTCAR AMER INC COM 357023100 892 45,000(SH) (SOLE) 45,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- GLOBALSANTAFE CORP SHS G3930E101 13,260 325,000(SH) (SOLE) 325,000(SOLE) ---------------------------------------------------------------------------------------------------------------------------------- GOOGLE INC CL A 38259P508 44,123 150,000(SH) (SOLE) 150,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- ICICI BK LTD ADR 45104G104 15,514 710,000(SH) (SOLE) 710,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- INGERSOLL-RAND COMPANY LTD CL A G4776G101 14,270 200,000(SH) (SOLE) 200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- INTEGRATED ELECTRICAL SVCS COM 45811E103 5,850 3,000,000(SH) (SOLE) 3,000,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- INTEL CORP COM 458140100 2,602 100,000(SH) (SOLE) 100,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- INTERNATIONAL BUSINESS MACHS COM 459200101 24,115 325,000(SH) (SOLE) 325,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- KINTERA INC COM 49720P506 2,737 802,500(SH) (SOLE) 802,500(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- KONGZHONG CORP SPONSORED ADR 50047P104 12,810 1,400,000(SH) (SOLE) 1,400,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- LAKES ENTMNT INC COM 51206P109 6,930 450,000(SH) (SOLE) 450,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- NABORS INDUSTRIES LTD SHS G6359F103 10,609 175,000(SH) (SOLE) 175,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- NEKTAR THERAPEUTICS COM 640268108 12,454 740,000(SH) (SOLE) 740,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- NETEASE COM INC SPONSORED ADR 64110W102 19,703 345,000(SH) (SOLE) 345,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- NETLOGIC MICROSYSTEMS INC COM 64118B100 7,092 400,000(SH) (SOLE) 400,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- ORACLE CORP COM 68389X105 15,840 1,200,000(SH) (SOLE) 1,200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PETCO ANIMAL SUPPLIES COM NEW 716016209 17,592 600,000(SH) (SOLE) 600,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PIONEER COS INC COM NEW 723643300 18,692 850,000(SH) (SOLE) 850,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PRECISION DRILLING CORP COM 74022D100 6,909 175,000(SH) (SOLE) 175,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- PRIDE INTL INC DEL COM 74153Q102 9,638 375,000(SH) (SOLE) 375,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- QUALCOMM INC COM 747525103 11,554 350,000(SH) (SOLE) 350,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- RHODIA SPONSORED ADR 762397107 10,146 5,700,000(SH) (SOLE) 5,700,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- SAKS INC COM 79377W108 1,897 100,000(SH) (SOLE) 100,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- SANOFI AVENTIS SPONSORED ADR 80105N105 8,198 200,000(SH) (SOLE) 200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- SATYAM COMPUTER SERVICES LTD ADR 804098101 16,900 650,000(SH) (SOLE) 650,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- VERITAS SOFTWARE CO COM 923436109 14,640 600,000(SH) (SOLE) 600,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- GRACE W R & CO DEL NEW COM 38388F108 17,138 2,200,000(SH) (SOLE) 2,200,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- WESTERN GAS RES INC COM 958259103 8,725 250,000(SH) (SOLE) 250,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- WPT ENTERPRISES INC COM 98211W108 2,436 125,000(SH) (SOLE) 125,000(SOLE) ----------------------------------------------------------------------------------------------------------------------------------- YOUBET COM INC COM 987413101 12,922 2,600,000(SH) (SOLE) 2,600,000(SOLE) -----------------------------------------------------------------------------------------------------------------------------------