-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Ds3IIgxIO07SdU81lTqyKgO6FUuLyhTvY6wI77AEmoGTEdKw6q2RiH5wxeQvBRO5 gA2/sJlXtIRTQ813pX7WLw== 0000898432-09-000992.txt : 20090804 0000898432-09-000992.hdr.sgml : 20090804 20090804093958 ACCESSION NUMBER: 0000898432-09-000992 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090804 DATE AS OF CHANGE: 20090804 EFFECTIVENESS DATE: 20090804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARVIN & PALMER ASSOCIATES INC CENTRAL INDEX KEY: 0000860645 IRS NUMBER: 510294552 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02633 FILM NUMBER: 09981909 BUSINESS ADDRESS: STREET 1: 1201 N MARKET STREET STREET 2: SUITE 2300 CITY: WILMINGTON STATE: DE ZIP: 19801-1165 MAIL ADDRESS: STREET 1: 1201 N. MARKET STREET, SUITE STREET 2: SUITE 2300 CITY: WILMINGTON STATE: DE ZIP: 18901-1165 13F-HR 1 a13f-hr.txt 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, 2009 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: Marvin & Palmer Associates, Inc. Address: 1201 N. Market Street Suite 2300 Wilmington, Delaware 19801 Form 13F File Number: 28-2633 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: Karen T. Buckley Title: Chief Financial Officer - Principal Phone: (302) 573-3570 Signature, Place, and Date of Signing: /s/Karen T. Buckley Wilmington, Delaware August 4, 2009 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 Form 13F File NumberName Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 138 Form 13F Information Table Value Total: $1,945,175 (thousands) List of Other Included Managers: 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. No. Form 13F File Number Name
- ------------------------------------------------------------------------------------------------------------------------------------ Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 - ------------------------------------------------------------------------------------------------------------------------------------ SHRS OR NAME OF ISSUER TITLE OF VALUE SH/PUT/ INVESTMENT OTHER VOTING AUTHORITY CLASS CUSIP (x$1000) PRN AMT DISCRETION MANAGERS ----------------------------- PRN CALL SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ Abbott Laboratories Com 002824100 $16,262 345,700 Sole 345,700 - ------------------------------------------------------------------------------------------------------------------------------------ Abbott Laboratories Com 002824100 $4,064 86,400 Sole 86,400 - ------------------------------------------------------------------------------------------------------------------------------------ Amazon.com, Inc. Com 023135106 $57,725 690,000 Sole 690,000 - ------------------------------------------------------------------------------------------------------------------------------------ Amazon.com, Inc. Com 023135106 $14,189 169,600 Sole 169,600 - ------------------------------------------------------------------------------------------------------------------------------------ Anadarko Petroleum Corp Com 032511107 $21,987 484,400 Sole 484,400 - ------------------------------------------------------------------------------------------------------------------------------------ Anadarko Petroleum Corp Com 032511107 $7,362 162,200 Sole 162,200 - ------------------------------------------------------------------------------------------------------------------------------------ Apple Computer, Inc. Com 037833100 $37,132 260,700 Sole 260,700 - ------------------------------------------------------------------------------------------------------------------------------------ Apple Computer, Inc. Com 037833100 $9,101 63,900 Sole 63,900 - ------------------------------------------------------------------------------------------------------------------------------------ AutoDesk, Inc. Com 052769106 $25,431 1,339,900 Sole 1,339,900 - ------------------------------------------------------------------------------------------------------------------------------------ AutoDesk, Inc. Com 052769106 $6,026 317,500 Sole 317,500 - ------------------------------------------------------------------------------------------------------------------------------------ Best Buy Company, Inc. Com 086516101 $8,446 252,200 Sole 252,200 - ------------------------------------------------------------------------------------------------------------------------------------ Best Buy Company, Inc. Com 086516101 $2,194 65,500 Sole 65,500 - ------------------------------------------------------------------------------------------------------------------------------------ Broadcom Corporation Com 111320107 $42,879 1,729,700 Sole 1,729,700 - ------------------------------------------------------------------------------------------------------------------------------------ Broadcom Corporation Com 111320107 $9,998 403,300 Sole 403,300 - ------------------------------------------------------------------------------------------------------------------------------------ Charles Schwab Com 808513105 $4,736 270,000 Sole 270,000 - ------------------------------------------------------------------------------------------------------------------------------------ Charles Schwab Com 808513105 $1,877 107,000 Sole 107,000 - ------------------------------------------------------------------------------------------------------------------------------------ Cia Siderurgica Nacional - ADR ADR 20440W105 $16,242 726,700 Sole 726,700 - ------------------------------------------------------------------------------------------------------------------------------------ Cia Siderurgica Nacional - ADR ADR 20440W105 $7,793 348,700 Sole 348,700 - ------------------------------------------------------------------------------------------------------------------------------------ Cisco Systems Com 17275R102 $12,018 644,400 Sole 644,400 - ------------------------------------------------------------------------------------------------------------------------------------ Cisco Systems Com 17275R102 $2,253 120,800 Sole 120,800 - ------------------------------------------------------------------------------------------------------------------------------------ Clorox Company Com 189054109 $12,277 219,900 Sole 219,900 - ------------------------------------------------------------------------------------------------------------------------------------ Clorox Company Com 189054109 $3,233 57,900 Sole 57,900 - ------------------------------------------------------------------------------------------------------------------------------------ CME Group Inc Com 12572Q105 $20,518 65,950 Sole 65,950 - ------------------------------------------------------------------------------------------------------------------------------------ CME Group Inc Com 12572Q105 $5,025 16,150 Sole 16,150 - ------------------------------------------------------------------------------------------------------------------------------------ Coca-Cola Company Com 191216100 $11,927 246,500 Sole 246,500 - ------------------------------------------------------------------------------------------------------------------------------------ Coca-Cola Company Com 191216100 $2,822 58,300 Sole 58,300 - ------------------------------------------------------------------------------------------------------------------------------------ Cognizant Technology Solutions Com 192446102 $36,515 1,367,600 Sole 1,367,600 - ------------------------------------------------------------------------------------------------------------------------------------ Cognizant Technology Solutions Com 192446102 $8,253 309,100 Sole 309,100 - ------------------------------------------------------------------------------------------------------------------------------------ Colgate Palmolive Com 194162103 $9,232 130,500 Sole 130,500 - ------------------------------------------------------------------------------------------------------------------------------------ Colgate Palmolive Com 194162103 $2,426 34,300 Sole 34,300 - ------------------------------------------------------------------------------------------------------------------------------------ Corning, Inc. Com 219350105 $25,327 1,577,000 Sole 1,577,000 - ------------------------------------------------------------------------------------------------------------------------------------ Corning, Inc. Com 219350105 $5,679 353,600 Sole 353,600 - ------------------------------------------------------------------------------------------------------------------------------------ Credicorp Limited Com G2519Y108 $3,032 52,100 Sole 52,100 - ------------------------------------------------------------------------------------------------------------------------------------ Credicorp Limited Com G2519Y108 $2,375 40,800 Sole 40,800 - ------------------------------------------------------------------------------------------------------------------------------------ CSX Corp Com 126408103 $11,653 336,500 Sole 336,500 - ------------------------------------------------------------------------------------------------------------------------------------ CSX Corp Com 126408103 $3,383 97,700 Sole 97,700 - ------------------------------------------------------------------------------------------------------------------------------------ Danaher Corporation Com 235851102 $28,970 469,000 Sole 469,000 - ------------------------------------------------------------------------------------------------------------------------------------ Danaher Corporation Com 235851102 $7,104 115,000 Sole 115,000 - ------------------------------------------------------------------------------------------------------------------------------------ EMC Corp. Com 268648102 $18,268 1,394,500 Sole 1,394,500 - ------------------------------------------------------------------------------------------------------------------------------------ EMC Corp. Com 268648102 $4,242 323,800 Sole 323,800 - ------------------------------------------------------------------------------------------------------------------------------------ First Solar, Inc. Com 336433107 $14,639 90,250 Sole 90,250 - ------------------------------------------------------------------------------------------------------------------------------------ First Solar, Inc. Com 336433107 $3,666 22,600 Sole 22,600 - ------------------------------------------------------------------------------------------------------------------------------------ Fluor Corp. Com 343412102 $13,787 268,800 Sole 268,800 - ------------------------------------------------------------------------------------------------------------------------------------ Fluor Corp. Com 343412102 $3,354 65,400 Sole 65,400 - ------------------------------------------------------------------------------------------------------------------------------------ Freeport-McMoRan Copper & Gold Com 35671D857 $38,527 768,850 Sole 768,850 - ------------------------------------------------------------------------------------------------------------------------------------ Freeport-McMoRan Copper & Gold Com 35671D857 $9,110 181,800 Sole 181,800 - ------------------------------------------------------------------------------------------------------------------------------------ Genzyme Corp. Com 372917104 $15,682 281,700 Sole 281,700 - ------------------------------------------------------------------------------------------------------------------------------------ Genzyme Corp. Com 372917104 $4,125 74,100 Sole 74,100 - ------------------------------------------------------------------------------------------------------------------------------------ Gilead Sciences, Inc. Com 375558103 $15,473 330,340 Sole 330,340 - ------------------------------------------------------------------------------------------------------------------------------------ Gilead Sciences, Inc. Com 375558103 $3,641 77,740 Sole 77,740 - ------------------------------------------------------------------------------------------------------------------------------------ Goldman Sachs Group, Inc. Com 38141G104 $74,096 502,550 Sole 502,550 - ------------------------------------------------------------------------------------------------------------------------------------ Goldman Sachs Group, Inc. Com 38141G104 $17,560 119,100 Sole 119,100 - ------------------------------------------------------------------------------------------------------------------------------------ Google, Inc. Com 38259P508 $53,791 127,590 Sole 127,590 - ------------------------------------------------------------------------------------------------------------------------------------ Google, Inc. Com 38259P508 $11,543 27,380 Sole 27,380 - ------------------------------------------------------------------------------------------------------------------------------------ Home Depot, Inc. Com 437076102 $20,643 873,600 Sole 873,600 - ------------------------------------------------------------------------------------------------------------------------------------ Home Depot, Inc. Com 437076102 $4,922 208,300 Sole 208,300 - ------------------------------------------------------------------------------------------------------------------------------------ Icici Bank ADR ADR 45104G104 $22,546 750,900 Sole 750,900 - ------------------------------------------------------------------------------------------------------------------------------------ Icici Bank ADR ADR 45104G104 $11,356 378,100 Sole 378,100 - ------------------------------------------------------------------------------------------------------------------------------------ Infosys Technologies ADR ADR 456788108 $5,226 142,100 Sole 142,100 - ------------------------------------------------------------------------------------------------------------------------------------ Infosys Technologies ADR ADR 456788108 $2,567 69,800 Sole 69,800 - ------------------------------------------------------------------------------------------------------------------------------------ IntercontinentalExchange, Inc. Com 45865V100 $34,786 304,500 Sole 304,500 - ------------------------------------------------------------------------------------------------------------------------------------ IntercontinentalExchange, Inc. Com 45865V100 $8,317 72,800 Sole 72,800 - ------------------------------------------------------------------------------------------------------------------------------------ International Business Machines Com 459200101 $18,185 174,150 Sole 174,150 - ------------------------------------------------------------------------------------------------------------------------------------ International Business Machines Com 459200101 $4,208 40,300 Sole 40,300 - ------------------------------------------------------------------------------------------------------------------------------------ Itau Unibanco Holding SA ADR 465562106 $35,735 2,256,625 Sole 2,256,625 - ------------------------------------------------------------------------------------------------------------------------------------ Itau Unibanco Holding SA ADR 465562106 $18,137 1,145,350 Sole 1,145,350 - ------------------------------------------------------------------------------------------------------------------------------------ Johnson & Johnson Com 478160104 $14,297 251,700 Sole 251,700 - ------------------------------------------------------------------------------------------------------------------------------------ Johnson & Johnson Com 478160104 $2,647 46,600 Sole 46,600 - ------------------------------------------------------------------------------------------------------------------------------------ Juniper Networks, Inc. Com 48203R104 $13,494 571,800 Sole 571,800 - ------------------------------------------------------------------------------------------------------------------------------------ Juniper Networks, Inc. Com 48203R104 $2,577 109,200 Sole 109,200 - ------------------------------------------------------------------------------------------------------------------------------------ Kohl's Corporation Com 500255104 $41,433 969,200 Sole 969,200 - ------------------------------------------------------------------------------------------------------------------------------------ Kohl's Corporation Com 500255104 $9,238 216,100 Sole 216,100 - ------------------------------------------------------------------------------------------------------------------------------------ Life Technologies Corporation Com 53217V109 $15,453 370,400 Sole 370,400 - ------------------------------------------------------------------------------------------------------------------------------------ Life Technologies Corporation Com 53217V109 $4,122 98,800 Sole 98,800 - ------------------------------------------------------------------------------------------------------------------------------------ Lowe's Companies Com 548661107 $29,041 1,496,200 Sole 1,496,200 - ------------------------------------------------------------------------------------------------------------------------------------ Lowe's Companies Com 548661107 $6,343 326,816 Sole 326,816 - ------------------------------------------------------------------------------------------------------------------------------------ McDermott Intl, Inc. Com 580037109 $8,429 415,000 Sole 415,000 - ------------------------------------------------------------------------------------------------------------------------------------ McDermott Intl, Inc. Com 580037109 $2,295 113,000 Sole 113,000 - ------------------------------------------------------------------------------------------------------------------------------------ Medco Health Solutions, Inc. Com 58405U102 $9,938 217,900 Sole 217,900 - ------------------------------------------------------------------------------------------------------------------------------------ Medco Health Solutions, Inc. Com 58405U102 $2,705 59,300 Sole 59,300 - ------------------------------------------------------------------------------------------------------------------------------------ Microsoft Corp. Com 594918104 $10,475 440,700 Sole 440,700 - ------------------------------------------------------------------------------------------------------------------------------------ Microsoft Corp. Com 594918104 $2,836 119,300 Sole 119,300 - ------------------------------------------------------------------------------------------------------------------------------------ Mobile Telesystems ADR ADR 607409109 $21,759 589,200 Sole 589,200 - ------------------------------------------------------------------------------------------------------------------------------------ Mobile Telesystems ADR ADR 607409109 $11,227 304,000 Sole 304,000 - ------------------------------------------------------------------------------------------------------------------------------------ Monsanto Company Com 61166W101 $41,659 558,400 Sole 558,400 - ------------------------------------------------------------------------------------------------------------------------------------ Monsanto Company Com 61166W101 $8,923 119,600 Sole 119,600 - ------------------------------------------------------------------------------------------------------------------------------------ Morgan Stanley Com 617446448 $37,596 1,318,700 Sole 1,318,700 - ------------------------------------------------------------------------------------------------------------------------------------ Morgan Stanley Com 617446448 $9,100 319,200 Sole 319,200 - ------------------------------------------------------------------------------------------------------------------------------------ Mosaic Co. Com 61945A107 $26,881 606,800 Sole 606,800 - ------------------------------------------------------------------------------------------------------------------------------------ Mosaic Co. Com 61945A107 $5,506 124,300 Sole 124,300 - ------------------------------------------------------------------------------------------------------------------------------------ National Oilwell Varco, Inc. Com 637071101 $30,769 942,100 Sole 942,100 - ------------------------------------------------------------------------------------------------------------------------------------ National Oilwell Varco, Inc. Com 637071101 $8,835 270,500 Sole 270,500 - ------------------------------------------------------------------------------------------------------------------------------------ NetApp, Inc. Com 64110D104 $26,869 1,362,500 Sole 1,362,500 - ------------------------------------------------------------------------------------------------------------------------------------ NetApp, Inc. Com 64110D104 $6,352 322,100 Sole 322,100 - ------------------------------------------------------------------------------------------------------------------------------------ Nvidia Corp. Com 67066G104 $15,252 1,350,900 Sole 1,350,900 - ------------------------------------------------------------------------------------------------------------------------------------ Nvidia Corp. Com 67066G104 $3,722 329,700 Sole 329,700 - ------------------------------------------------------------------------------------------------------------------------------------ Petroleo Brasileiro ADR ADR 71654V408 $43,184 1,047,700 Sole 1,047,700 - ------------------------------------------------------------------------------------------------------------------------------------ Petroleo Brasileiro ADR ADR 71654V408 $22,194 539,200 Sole 539,200 - ------------------------------------------------------------------------------------------------------------------------------------ Precision Castparts Corp. Com 740189105 $18,323 250,900 Sole 250,900 - ------------------------------------------------------------------------------------------------------------------------------------ Precision Castparts Corp. Com 740189105 $4,389 60,100 Sole 60,100 - ------------------------------------------------------------------------------------------------------------------------------------ Prudential Financial, Inc. Com 744320102 $9,472 254,500 Sole 254,500 - ------------------------------------------------------------------------------------------------------------------------------------ Prudential Financial, Inc. Com 744320102 $2,516 67,600 Sole 67,600 - ------------------------------------------------------------------------------------------------------------------------------------ Qualcomm, Inc. Com 747525103 $42,054 930,400 Sole 930,400 - ------------------------------------------------------------------------------------------------------------------------------------ Qualcomm, Inc. Com 747525103 $9,863 218,200 Sole 218,200 - ------------------------------------------------------------------------------------------------------------------------------------ Research in Motion ADR Com 760975102 $8,623 121,300 Sole 121,300 - ------------------------------------------------------------------------------------------------------------------------------------ Research in Motion ADR Com 760975102 $21,121 297,100 Sole 297,100 - ------------------------------------------------------------------------------------------------------------------------------------ Schlumberger Ltd. Com 806857108 $23,563 433,800 Sole 433,800 - ------------------------------------------------------------------------------------------------------------------------------------ Schlumberger Ltd. Com 806857108 $7,301 134,400 Sole 134,400 - ------------------------------------------------------------------------------------------------------------------------------------ Shanda Interactive Ent., Ltd. ADR ADR 81941Q203 $10,319 197,150 Sole 197,150 - ------------------------------------------------------------------------------------------------------------------------------------ Shanda Interactive Ent., Ltd. ADR ADR 81941Q203 $4,998 95,500 Sole 95,500 - ------------------------------------------------------------------------------------------------------------------------------------ Sterlite Industries India Ltd. ADR ADR 859737207 $165 13,300 Sole 13,300 - ------------------------------------------------------------------------------------------------------------------------------------ Stryker Corporation Com 863667101 $13,722 345,300 Sole 345,300 - ------------------------------------------------------------------------------------------------------------------------------------ Stryker Corporation Com 863667101 $3,100 78,000 Sole 78,000 - ------------------------------------------------------------------------------------------------------------------------------------ Taiwan Semiconductor ADR ADR 874039100 $127 13,500 Sole 13,500 - ------------------------------------------------------------------------------------------------------------------------------------ Target Com 87612E106 $14,951 378,800 Sole 378,800 - ------------------------------------------------------------------------------------------------------------------------------------ Target Com 87612E106 $3,793 96,100 Sole 96,100 - ------------------------------------------------------------------------------------------------------------------------------------ Teva Pharmaceutical Ind. ADR ADR 881624209 $13,134 266,200 Sole 266,200 - ------------------------------------------------------------------------------------------------------------------------------------ Teva Pharmaceutical Ind. ADR ADR 881624209 $7,317 148,300 Sole 148,300 - ------------------------------------------------------------------------------------------------------------------------------------ Texas Instruments, Inc. Com 882508104 $30,761 1,444,200 Sole 1,444,200 - ------------------------------------------------------------------------------------------------------------------------------------ Texas Instruments, Inc. Com 882508104 $6,499 305,100 Sole 305,100 - ------------------------------------------------------------------------------------------------------------------------------------ Transocean Ltd Com H8817H100 $12,161 163,700 Sole 163,700 - ------------------------------------------------------------------------------------------------------------------------------------ Transocean Ltd Com H8817H100 $1,114 15,000 Sole 15,000 - ------------------------------------------------------------------------------------------------------------------------------------ Visa Inc. Com 92826C839 $17,402 279,500 Sole 279,500 - ------------------------------------------------------------------------------------------------------------------------------------ Visa Inc. Com 92826C839 $4,296 69,000 Sole 69,000 Vivo Participacoes SA ADR ADR 92855S200 $4,739 241,300 Sole 241,300 - ------------------------------------------------------------------------------------------------------------------------------------ Vivo Participacoes SA ADR ADR 92855S200 $2,034 102,800 Sole 102,800 - ------------------------------------------------------------------------------------------------------------------------------------ Wal Mart Stores, Inc. Com 931142103 $28,979 598,250 Sole 598,250 - ------------------------------------------------------------------------------------------------------------------------------------ Wal Mart Stores, Inc. Com 931142103 $6,772 139,800 Sole 139,800 - ------------------------------------------------------------------------------------------------------------------------------------ Weatherford International Ltd. Com H27013103 $36,955 1,889,300 Sole 1,889,300 - ------------------------------------------------------------------------------------------------------------------------------------ Weatherford International Ltd. Com H27013103 $2,731 139,600 Sole 139,600 - ------------------------------------------------------------------------------------------------------------------------------------ Wellpoint Inc. Com 94973V107 $9,791 192,400 Sole 192,400 - ------------------------------------------------------------------------------------------------------------------------------------ Wellpoint Inc. Com 94973V107 $1,913 37,600 Sole 37,600 - ------------------------------------------------------------------------------------------------------------------------------------ Xilinx Com 983919101 $10,688 522,400 Sole 522,400 - ------------------------------------------------------------------------------------------------------------------------------------ Xilinx Com 983919101 $2,738 133,800 Sole 133,800 - ------------------------------------------------------------------------------------------------------------------------------------ XTO Energy, Inc. Com 98385X106 $32,066 838,000 Sole 838,000 - ------------------------------------------------------------------------------------------------------------------------------------ XTO Energy, Inc. Com 98385X106 $8,713 227,700 Sole 227,700 - ------------------------------------------------------------------------------------------------------------------------------------ Yum! Brands, Inc. Com 988498101 $12,826 384,700 Sole 384,700 - ------------------------------------------------------------------------------------------------------------------------------------ Yum! Brands, Inc. Com 988498101 $2,397 71,900 Sole 71,900 - ------------------------------------------------------------------------------------------------------------------------------------
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