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: September 30, 2007 ----------------------- 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 11/13/07 ------------------------ --------------------------- --------- [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: 70 ------------- Form 13F Information Table Value Total: $978,862 ------------- (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 40,160 740000 SH SOLE 740000 0 0 ALTAIR NANOTECHNOLOGIES INC COM 021373105 1,640 500000 SH SOLE 500000 0 0 ALTRIA GROUP INC COM 02209S103 23,988 345000 SH SOLE 345000 0 0 APPLE INC COM 037833100 23,021 150000 SH SOLE 150000 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1,654 50000 SH SOLE 50000 0 0 AVENTINE RENEWABLE ENERGY COM 05356X403 793 75000 SH SOLE 75000 0 0 BECTON DICKINSON AND CO COM 075887109 8,205 100000 SH SOLE 100000 0 0 BLACKBOARD INC COM 091935502 13,752 300000 SH SOLE 300000 0 0 BROADCOM CORP CL A 111320107 14,576 400000 SH SOLE 400000 0 0 CECO ENVIRONMENTAL COM 125141101 4,355 285000 SH SOLE 285000 0 0 CISCO SYSTEMS INC COM 17275R102 41,412 1250000 SH SOLE 1250000 0 0 CLEAN ENERGY FUELS CORP COM 184499101 2,801 185000 SH SOLE 185000 0 0 COMVERGE INC COM 205859101 5,751 175000 SH SOLE 175000 0 0 CONTINENTAL RESOURCES INC COM 212015101 3,628 200000 SH SOLE 200000 0 0 CORNING INC COM 219350105 3,081 125000 SH SOLE 125000 0 0 COVANTA HOLDING CORP COM 22282E102 29,167 1190000 SH SOLE 1190000 0 0 DEVON ENERGY CORP COM 25179M103 20,384 245000 SH SOLE 245000 0 0 DYADIC INTL INC COM 26745T101 27 72500 SH SOLE 72500 0 0 EMCORE CORP COM 290846104 1,920 200000 SH SOLE 200000 0 0 ENVIRONMENTAL POWER CORP COM NEW 29406L201 3,048 575000 SH SOLE 575000 0 0 F5 NETWORKS INC COM 315616102 25,475 685000 SH SOLE 685000 0 0 FIRST SOLAR INC COM 336433107 14,717 125000 SH SOLE 125000 0 0 FORCE PROTECTION INC COM NEW 345203202 9,297 450000 SH SOLE 450000 0 0 FOSTER WHEELER LTD SHS NEW G36535139 14,441 110000 SH SOLE 110000 0 0 FUELCELL ENERGY INC COM 35952H106 22,448 2525000 SH SOLE 2525000 0 0 GAFISA SA SPONS ADR 362607301 6,748 200000 SH SOLE 200000 0 0 GENERAL CABLE CORP COM 369300108 3,356 50000 SH SOLE 50000 0 0 GOOGLE INC CL A 38259P508 34,036 60000 SH SOLE 60000 0 0 HEALTHWAYS INC COM 422245100 62,066 1150000 SH SOLE 1150000 0 0 HYDROGEN CORPORATION COM 44887Q108 2,307 780800 SH SOLE 780800 0 0 ICICI BANK LTD ADR 45104G104 30,314 575000 SH SOLE 575000 0 0 ISHARES INC MSCI JAPAN 464286848 8,604 600000 SH SOLE 600000 0 0 ISIS PHARMACEUTICALS INC COM 464330109 11,976 800000 SH SOLE 800000 0 0 JA SOLAR HOLDINGS CO LTD SPON ADR 466090107 17,755 395000 SH SOLE 395000 0 0 KENEXA CORP COM 488879107 12,312 400000 SH SOLE 400000 0 0 LDK SOLAR CO LTD SPONSORED ADR 50183L107 4,479 65000 SH SOLE 65000 0 0 LIGAND PHARMACEUTICALS INC CL B 53220K207 6,141 1150000 SH SOLE 1150000 0 0 LIMITED BRANDS INC COM 532716107 9,156 400000 SH SOLE 400000 0 0 LSB INDS INC COM 502160104 3,548 150000 SH SOLE 150000 LSI INDUSTRIES COM 50216C108 5,027 245000 SH SOLE 245000 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 24,555 1500000 SH SOLE 1500000 0 0 MEMC ELECTRONIC MATERIALS INC COM 552715104 26,487 450000 SH SOLE 450000 0 0 METALICO INC COM 591176102 2,141 235000 SH SOLE 235000 0 0 MONOGRAM BIOSCIENCES INC COM 60975U108 7,865 5500000 SH SOLE 5500000 0 0 NAVTEQ CORP COM 63936L100 11,696 150000 SH SOLE 150000 0 0 NETLOGIC MICROSYSTEMS INC COM 64118B100 23,472 650000 SH SOLE 650000 0 0 NOVA BIOSOURCE FUELS INC COM 65488W103 6,500 2313139 SH SOLE 2313139 0 0 OWENS CORNING NEW COM 690742101 2,505 100000 SH SOLE 100000 0 0 POWERSECURE INTL INC COM 73936N105 2,169 174100 SH SOLE 174100 0 0 PROSHARES TR ULTRASHORT QQQ 74347R875 3,875 100000 SH SOLE 100000 0 0 QUALCOMM INC COM 747525103 21,130 500000 SH SOLE 500000 0 0 RIVERBED TECHNOLOGY GROUP COM 768573107 16,156 400000 SH SOLE 400000 0 0 RTI INTERNATIONAL METALS INC COM 74973W107 9,908 125000 SH SOLE 125000 0 0 SALESFORCE COM INC COM 79466L302 15,396 300000 SH SOLE 300000 0 0 SHAW GROUP INC COM 820280105 26,145 450000 SH SOLE 450000 0 0 SMART BALANCE INC COM 83169Y108 29,925 2425000 SH SOLE 2425000 0 0 SUNOPTA INC COM 8676EP108 1,884 130000 SH SOLE 130000 0 0 SUNPOWER CORP COM CL A 867652109 2,071 25000 SH SOLE 25000 0 0 SUNTECH PWR HLDINGS CO LTD ADR 86800C104 23,940 600000 SH SOLE 600000 0 0 TELVENT GIT SA SHS E90215109 1,307 52500 SH SOLE 52500 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 43,001 745000 SH SOLE 745000 0 0 TRIDENT MICROSYSTEMS INC COM 895919108 1,589 100000 SH SOLE 100000 0 0 TRINITY INDS INC COM 896522109 15,391 410000 SH SOLE 410000 0 0 TRONOX INC COM CL B 897051207 5,237 580000 SH SOLE 580000 0 0 TRONOX INC CL A 897051108 25,741 2767850 SH SOLE 2767850 0 0 VEECO INSTRS INC DEL COM 922417100 1,938 100000 SH SOLE 100000 0 0 VEOLIA ENVIRONNEMENT SPONSORED ADR 92334N103 3,015 35000 SH SOLE 35000 0 0 GRACE WR & CO DEL NEW COM 38388F108 64,464 2400000 SH SOLE 2400000 0 0 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 6,518 250000 SH SOLE 250000 0 0 YUCHENG TECHNOLOGIES LTD COM G98777108 5,280 550000 SH SOLE 550000 0 0