0001172661-11-000360.txt : 20110516 0001172661-11-000360.hdr.sgml : 20110516 20110516102831 ACCESSION NUMBER: 0001172661-11-000360 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110516 DATE AS OF CHANGE: 20110516 EFFECTIVENESS DATE: 20110516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jetstream Capital LLC CENTRAL INDEX KEY: 0001350605 IRS NUMBER: 010779227 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11595 FILM NUMBER: 11844040 BUSINESS ADDRESS: STREET 1: 12 CADILLAC DRIVE, SUITE 280 CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 615-425-3400 MAIL ADDRESS: STREET 1: 12 CADILLAC DRIVE, SUITE 280 CITY: BRENTWOOD STATE: TN ZIP: 37027 13F-HR 1 jet1q11.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2011 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: Jetstream Capital LLC Address: 12 Cadillac Drive Suite 280 Brentwood, TN 37027 13F File Number: 28-11595 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: Beth Peters Title: Chief Financial Officer Phone: 615-425-3400 Signature, Place, and Date of Signing: /s/ Beth Peters Brentwood, TN May 16, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 38 Form 13F Information Table Value Total: $522,138 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALTERA CORP COM 021441100 24572 558200 SH SOLE 0 0 558200 ATMEL CORP COM 049513104 2680 196600 SH SOLE 0 0 196600 AUTODESK INC COM 052769106 11469 260000 SH SOLE 0 0 260000 BROADSOFT INC COM 11133b409 10800 226800 SH SOLE 0 0 226800 CBS CORP NEW CL B 124857202 5844 233400 SH SOLE 0 0 233400 CF INDS HLDGS INC COM 125269100 22693 165900 SH SOLE 0 0 165900 CHART INDS INC COM PAR $0.01 16115q308 17613 320000 SH SOLE 0 0 320000 CIENA CORP COM NEW 171779309 31987 1233100 SH SOLE 0 0 1233100 DEERE & CO COM 244199105 9641 99500 SH SOLE 0 0 99500 ECHOSTAR CORP CL A 278768106 4451 117600 SH SOLE 0 0 117600 FINISAR CORP COM NEW 31787a507 38750 1575200 SH SOLE 0 0 1575200 FORTINET INC COM 34959e109 4680 106000 SH SOLE 0 0 106000 FOSSIL INC COM 349882100 20256 216300 SH SOLE 0 0 216300 FREEPORT-MCMORAN COPPER & GO COM 35671d857 7777 140000 SH SOLE 0 0 140000 GEORESOURCES INC COM 372476101 3158 101000 SH SOLE 0 0 101000 HERTZ GLOBAL HOLDINGS INC COM 42805t105 8712 557400 SH SOLE 0 0 557400 INPHI CORP COM 45772f107 7601 361800 SH SOLE 0 0 361800 INTERACTIVE INTELLIGENCE INC COM 45839m103 3290 85000 SH SOLE 0 0 85000 IPG PHOTONICS CORP COM 44980x109 9829 170400 SH SOLE 0 0 170400 JDS UNIPHASE CORP COM PAR $0.001 46612j507 47203 2265000 SH SOLE 0 0 2265000 MEMC ELECTR MATLS INC COM 552715104 8819 680500 SH SOLE 0 0 680500 NATIONAL INSTRS CORP COM 636518102 6554 200000 SH SOLE 0 0 200000 PANERA BREAD CO CL A 69840w108 5334 42000 SH SOLE 0 0 42000 PARKER HANNIFIN CORP COM 701094104 8455 89300 SH SOLE 0 0 89300 POLARIS INDS INC COM 731068102 2863 32900 SH SOLE 0 0 32900 POTASH CORP SASK INC COM 73755l107 22723 385600 SH SOLE 0 0 385600 QUALCOMM INC COM 747525103 5922 108000 SH SOLE 0 0 108000 RIVERBED TECHNOLOGY INC COM 768573107 6024 160000 SH SOLE 0 0 160000 ROBBINS & MYERS INC COM 770196103 5717 124300 SH SOLE 0 0 124300 ROCKWELL AUTOMATION INC COM 773903109 7572 80000 SH SOLE 0 0 80000 SALESFORCE COM INC COM 79466l302 38738 290000 SH SOLE 0 0 290000 TERADYNE INC COM 880770102 22008 1235700 SH SOLE 0 0 1235700 TRW AUTOMOTIVE HLDGS CORP COM 87264s106 4478 81300 SH SOLE 0 0 81300 UNITED CONTL HLDGS INC COM 910047109 12645 550000 SH SOLE 0 0 550000 VALEANT PHARMACEUTICALS INTL COM 91911k102 25901 520000 SH SOLE 0 0 520000 VALMONT INDS INC COM 920253101 8412 80600 SH SOLE 0 0 80600 VISA INC COM CL A 92826c839 21593 293300 SH SOLE 0 0 293300 YOUKU COM INC SPONSORED ADR 98742u100 15374 323600 SH SOLE 0 0 323600