13F-HR 1 p08-1610form13fhr.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, 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 11/14/08 ------------------------ --------------------------- --------- [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: 64 ------------- Form 13F Information Table Value Total: $534,541 ------------- (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.
FORM13FINFORMATIONTABLE COLUMN 1 COLUMN 2 COLUMN3 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 13,902 385,000 SH SOLE 385,000 AIRTRAN HLDGS INC COM 00949P108 3,402 1,400,000 SH SOLE 1,400,000 AIXTRON AKTIENGESELLSCHAFT SPONSORED ADR 009606104 2,850 475,000 SH SOLE 475,000 ASIAINFO HLDGS INC COM 04518A104 2,295 250,000 SH SOLE 250,000 AXT INC COM 00246W103 148 78,600 SH SOLE 78,600 BLUE COAT SYSTEMS INC COM NEW 09534T508 5,108 360,000 SH SOLE 360,000 CANADIAN SOLAR INC COM 136635109 26,854 1,375,000 SH SOLE 1,375,000 CHESAPEAKE ENERGY CORP COM 165167107 1,793 50,000 SH SOLE 50,000 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 8,369 435,000 SH SOLE 435,000 CHINA SEC & SURVE TECH INC COM 16942J105 6,940 500,000 SH SOLE 500,000 CONTINENTAL RESOURCES INC COM 212015101 18,634 475,000 SH SOLE 475,000 COVANTA HLDG CORP COM 22282E102 19,212 802,500 SH SOLE 802,500 CVS CAREMARK CORPORATION COM 126650100 20,533 610,000 SH SOLE 610,000 DELTA AIR LINES INC DEL COM NEW 247361702 5,215 700,000 SH SOLE 700,000 DEVON ENERGY CORP NEW COM 25179M103 6,840 75,000 SH SOLE 75,000 EMCORE CORP COM 290846104 7,311 1,480,000 SH SOLE 1,480,000 ENOVA SYSTEMS INC COM NEW 29355M200 433 196,000 SH SOLE 196,000 ENVIRONMENTAL PWR CORP COM NEW 29406L201 2,712 1,232,500 SH SOLE 1,232,500 EXIDE TECHNOLOGIES COM NEW 302051206 10,424 1,412,500 SH SOLE 1,412,500 F5 NETWORKS INC COM 315616102 4,092 175,000 SH SOLE 175,000 FLOTEK INDS INC DEL COM 343389102 4,950 450,000 SH SOLE 450,000 FUSHI COPPERWELD INC COM 36113E107 6,541 675,000 SH SOLE 675,000 GENERAL CABLE CORP DEL NEW COM NEW 369300108 4,454 125,000 SH SOLE 125,000 GRACE W R & CO DEL NEW COM 38388F108 35,532 2,350,000 SH SOLE 2,350,000 GUSHAN ENVIRONMENTAL ENRGY L SPON ADR 40330W106 4,139 810,000 SH SOLE 810,000 HARBIN ELECTRIC INC COM 41145W109 7,703 650,000 SH SOLE 650,000 HERBALIFE LTD COM USD SHS G4412G101 7,509 190,000 SH SOLE 190,000 MAXWELL TECHNOLOGIES INC COM 577767106 8,719 653,604 SH SOLE 653,604 MEMC ELECTR MATLS INC COM 552715104 7,065 250,000 SH SOLE 250,000 METALICO INC COM 591176102 3,947 668,985 SH SOLE 668,985 MONOGRAM BIOSCIENCES INC COM 60975U108 4,246 5,586,600 SH SOLE 5,586,600 MYLAN INC COM 628530107 7,383 646,500 SH SOLE 646,500 NETEASE COM INC SPONSORED ADR 64110W102 7,638 335,000 SH SOLE 335,000 NUANCE COMMUNICATIONS INC COM 67020Y100 5,486 450,000 SH SOLE 450,000 OMNITURE INC COM 68212S109 4,590 250,000 SH SOLE 250,000 ONYX PHARMACEUTICALS INC COM 683399109 9,045 250,000 SH SOLE 250,000 PALM INC NEW COM 696643105 2,985 500,000 SH PUT SOLE PETROHAWK ENERGY CORP COM 716495106 10,274 475,000 SH SOLE 475,000 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 6,549 175,000 SH SOLE 175,000 PHILIP MORRIS INTL INC COM 718172109 9,380 195,000 SH SOLE 195,000 PRIDE INTL INC DEL COM 74153Q102 10,067 340,000 SH SOLE 340,000 RALCORP HLDGS INC NEW COM 751028101 9,437 140,000 SH SOLE 140,000 RF MICRODEVICES INC COM 749941100 6,570 2,250,000 SH SOLE 2,250,000 ROCKWOOD HLDGS INC COM 774415103 1,283 50,000 SH SOLE 50,000 RTI INTL METALS INC COM 74973W107 1,956 100,000 SH SOLE 100,000 RUBICON TECHNOLOGY INC COM 78112T107 4,733 655,600 SH SOLE 655,600 SCHERING PLOUGH CORP COM 806605101 25,285 1,369,000 SH SOLE 1,369,000 SMART BALANCE INC COM 83169Y108 15,350 2,340,000 SH SOLE 2,340,000 STEEL DYNAMICS INC COM 858119100 2,564 150,000 SH SOLE 150,000 SYNTHESIS ENERGY SYS INC COM 871628103 8,776 1,809,500 SH SOLE 1,809,500 TALEO CORP CL A 87424N104 4,973 250,000 SH SOLE 250,000 THERMO FISHER SCIENTIFIC INC COM 883556102 17,738 322,500 SH SOLE 322,500 THOMAS & BETTS CORP COM 884315102 10,744 275,000 SH SOLE 275,000 TRONOX INC CL A 897051108 459 2,700,000 SH SOLE 2,700,000 WALTER INDS INC COM 93317Q105 4,271 90,000 SH SOLE 90,000 WALTER INDS INC COM 93317Q105 2,373 50,000 SH CALL SOLE WATERS CORP COM 941848103 3,782 65,000 SH SOLE 65,000 WEATHERFORD INTERNATIONAL LT COM G95089101 10,056 400,000 SH SOLE 400,000 WONDER AUTO TECHNOLOGY INC COM 978166106 10,096 1,575,000 SH SOLE 1,575,000 XTO ENERGY INC COM 98385X106 15,119 325,000 SH SOLE 325,000 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 16,806 1,525,000 SH SOLE 1,525,000 YUCHENG TECHNOLOGIES LTD COM G98777108 14,629 1,430,000 SH SOLE 1,430,000 ZBB ENERGY CORPORATION COM 98876R204 1,376 619,900 SH SOLE 619,900 ZHONGPIN INC COM 98952K107 10,896 1,025,000 SH SOLE 1,025,000