13F-HR 1 p08-1267form13fhr.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, 2008 ----------------------- 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 8/14/08 ------------------------ --------------------------- --------- [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: $795,253 ------------- (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 7,093 175,000 SH SOLE 175,000 AKAMAI TECHNOLOGIES INC COM 00971T101 16,177 465,000 SH SOLE 465,000 ALTAIR NANOTECHNOLOGIES INC COM 021373105 755 444,370 SH SOLE 444,370 APPLE INC COM 037833100 20,511 122,500 SH SOLE 122,500 AXT INC COM 00246W103 3,143 750,000 SH SOLE 750,000 BASIN WTR INC COM 07011T306 1,313 280,500 SH SOLE 280,500 CAPSTONE TURBINE CORP COM 14067D102 1,467 350,000 SH SOLE 350,000 CASELLA WASTE SYS INC CL A 147448104 1,859 152,500 SH SOLE 152,500 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 11,946 300,000 SH SOLE 300,000 CHINA SEC & SURVE TECH INC COM 16942J105 9,773 725,000 SH SOLE 725,000 CLEAN ENERGY FUELS CORP COM 184499101 2,821 245,500 SH SOLE 245,500 COMVERGE INC COM 205859101 5,243 375,000 SH SOLE 375,000 CONTINENTAL AIRLS INC CL B 210795308 5,055 500,000 SH SOLE 500,000 CONTINENTAL RESOURCES INC COM 212015101 11,958 172,500 SH SOLE 172,500 COVANTA HLDG CORP COM 22282E102 26,490 992,500 SH SOLE 992,500 CVS CAREMARK CORPORATION COM 126650100 13,850 350,000 SH SOLE 350,000 DEVON ENERGY CORP NEW COM 25179M103 11,716 97,500 SH SOLE 97,500 EATON CORP COM 278058102 8,285 97,500 SH SOLE 97,500 EMCORE CORP COM 290846104 20,455 3,267,500 SH SOLE 3,267,500 ENERNOC INC COM 292764107 5,834 325,000 SH SOLE 325,000 ENOVA SYSTEMS INC COM NEW 29355M200 821 196,000 SH SOLE 196,000 ENVIRONMENTAL PWR CORP COM NEW 29406L201 4,337 1,040,000 SH SOLE 1,040,000 EVERGREEN SOLAR INC COM 30033R108 9,690 1,000,000 SH SOLE 1,000,000 EXIDE TECHNOLOGIES COM NEW 302051206 16,551 987,500 SH SOLE 987,500 F5 NETWORKS INC COM 315616102 7,602 267,500 SH SOLE 267,500 FLOTEK INDS INC DEL COM 343389102 8,042 390,000 SH SOLE 390,000 FUELCELL ENERGY INC COM 35952H106 3,550 500,000 SH SOLE 500,000 FUSHI COPPERWELD INC COM 36113E107 21,832 920,000 SH SOLE 920,000 GOOGLE INC CL A 38259P508 20,530 39,000 SH SOLE 39,000 GRACE W R & CO DEL NEW COM 38388F108 58,138 2,475,000 SH SOLE 2,475,000 GUSHAN ENVIRONMENTAL ENRGY L SPON ADR 40330W106 1,162 100,000 SH SOLE 100,000 HARBIN ELECTRIC INC COM 41145W109 16,302 1,150,000 SH SOLE 1,150,000 HEADWATERS INC COM 42210P102 2,943 250,000 SH SOLE 250,000 HERBALIFE LTD COM USD SHS G4412G101 15,500 400,000 SH SOLE 400,000 ISHARES TR RUSSELL 2000 464287655 20,715 300,000 SH PUT SOLE 300,000 LSB INDS INC COM 502160104 4,505 227,500 SH SOLE 227,500 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,362 700,000 SH SOLE 700,000 MAXWELL TECHNOLOGIES INC COM 577767106 6,797 640,004 SH SOLE 640,004 METALICO INC COM 591176102 6,374 385,385 SH SOLE 385,385 MONOGRAM BIOSCIENCES INC COM 60975U108 6,600 6,000,000 SH SOLE 6,000,000 NORTHWEST AIRLS CORP COM 667280408 5,927 890,000 SH SOLE 890,000 NUANCE COMMUNICATIONS INC COM 67020Y100 7,052 450,000 SH SOLE 450,000 ONYX PHARMACEUTICALS INC COM 683399109 10,680 300,000 SH SOLE 300,000 PHILIP MORRIS INTL INC COM 718172109 22,226 450,000 SH SOLE 450,000 PLAINS EXPL& PRODTN CO COM 726505100 10,033 137,500 SH SOLE 137,500 QUALCOMM INC COM 747525103 8,874 200,000 SH SOLE 200,000 QUANTA SVCS INC COM 74762E102 3,327 100,000 SH SOLE 100,000 RASER TECHNOLOGIES INC COM 754055101 731 75,000 SH SOLE 75,000 ROCKWOOD HLDGS INC COM 774415103 1,740 50,000 SH SOLE 50,000 SCHERING PLOUGH CORP COM 806605101 64,977 3,300,000 SH SOLE 3,300,000 SHAW GROUP INC COM 820280105 19,773 320,000 SH SOLE 320,000 SINA CORP ORD G81477104 11,382 267,500 SH SOLE 267,500 SMART BALANCE INC COM 83169Y108 18,386 2,550,000 SH SOLE 2,550,000 SYNTHESIS ENERGY SYS INC COM 871628103 11,943 1,327,000 SH SOLE 1,327,000 TELETECH HOLDINGS INC COM 879939106 6,986 350,000 SH SOLE 350,000 THERMO FISHER SCIENTIFIC INC COM 883556102 22,292 400,000 SH SOLE 400,000 THOMAS & BETTS CORP COM 884315102 4,731 125,000 SH SOLE 125,000 TITAN INTL INC ILL COM 88830M102 5,290 148,500 SH SOLE 148,500 TRONOX INC COM CL B 897051207 544 180,000 SH SOLE 180,000 TRONOX INC CL A 897051108 8,272 2,617,850 SH SOLE 2,617,850 UNITED STATES OIL FUND LP UNITS 91232N108 22,732 200,000 SH PUT SOLE 200,000 VEOLIA ENVIRONNEMENT SPONSORED ADR 92334N103 4,189 75,000 SH SOLE 75,000 WONDER AUTO TECHNOLOGY INC COM 978166106 11,248 1,600,000 SH SOLE 1,600,000 XENOPORT INC COM 98411C100 7,221 185,000 SH SOLE 185,000 XTO ENERGY INC COM 98385X106 13,702 200,000 SH SOLE 200,000 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 31,840 2,000,000 SH SOLE 2,000,000 YUCHENG TECHNOLOGIES LTD COM G98777108 16,226 1,450,000 SH SOLE 1,450,000 ZBB ENERGY CORPORATION COM 98876R204 2,098 544,900 SH SOLE 544,900 ZHONGPIN INC COM 98952K107 10,625 850,000 SH SOLE 850,000