-----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, EPeikkmWzS3wqTf93M1xc40X4aYL+DyBFR34aJyThL2Q//93sWapjAE5Cyyt9StJ PUmIXx3yOVzEPKVhfyc+2A== 0000932141-09-000004.txt : 20090415 0000932141-09-000004.hdr.sgml : 20090415 20090415150142 ACCESSION NUMBER: 0000932141-09-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090415 DATE AS OF CHANGE: 20090415 EFFECTIVENESS DATE: 20090415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HARTWELL J M LIMITED PARTNERSHIP CENTRAL INDEX KEY: 0000932141 IRS NUMBER: 133767500 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04534 FILM NUMBER: 09750840 BUSINESS ADDRESS: STREET 1: 515 MADISON AVENUE STREET 2: 31ST FL CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2123083355 MAIL ADDRESS: STREET 1: 515 MADISON AVE STREET 2: 31ST FL CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 file13f-q12009.txt 13F 1 13FQ1-2009.xfd UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 13-F FORM 13-F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment {Check only one} [] is a restatement [] adds new holding entries Institutional Manager Filing this Report: Name: J. M. Hartwell LP Address: 515 Madison Avenue New York, NY 10022 13-F Filing Number: 28-4534 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing this 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: Barbara Romeo Title: Principal Phone: 212-308-3355 Signature, Place and Date of Signing: Barbara N. Romeo New York, NY April 15, 2009 Report Type{Check only one} [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of other managersReporting for this manager: Affiliated Managers Group Form 13-F Summary Page: Number of other included managers: 1 Form 13-F Information Table Entry Total: 81 Form 13-F Information Table Value Toatl: $224,929 (x$1000) List of Other Included Managers: No. 13F File Number Name 01- 28-04975 FORM 13F INFORMATION TABLE FORM 13F INFORMATION TABLE NAME of TITLE VALUE SHARES/ SH/ PUT/INVSTMTOTHER VOTING AUTHORITY ISSUEROFCLASSCUSIP(x$1000)PRNAMTPRN CALDSCRETN MANAGERSSOLESHAREDNONE - ------------------ ----- ---- ---- ----- ------------ --------------- Altria Group Inc COM 02209S103 679 42400 SH SOLE 42400 America Movil SA COM 02364W105 1134 41871 SH SOLE 39671 2200 American Public EduCOM 02913V103 731 17375 SH SOLE 17375 Amgen COM 031162100 4769 96300 SH SOLE 89900 6400 Apache Corp COM 037411105 1679 26190 SH SOLE 23790 2400 Apple Computer Inc.COM 037833100 5014 47695 SH SOLE 47045 650 Archer Daniels MidlCOM 039483102 232 8350 SH SOLE 8350 Arena Resources IncCOM 040049108 441 17310 SH SOLE 17310 Aspen Insurance HolCOM G05384105 1705 75900 SH SOLE 75900 Atlas America Inc. COM 049167109 131 14995 SH SOLE 14995 Atlas Energy ResourCOM 049303100 712 67510 SH SOLE 56210 11300 BlackBoard Inc. COM 919355024 487 15350 SH SOLE 15350 CVS Corp COM 126650100 985 35830 SH SOLE 35830 Carrizo Oil & Gas COM 144577103 1878 211475 SH SOLE 194725 16750 Cbeyond, Inc. COM 149847105 708 37600 SH SOLE 37600 Cognizant TechnologCOM 192446102 4546 218650 SH SOLE 206050 12600 Comcast Cl A COM 200300101 423 31000 SH SOLE 31000 Companhia Vale Do RCOM 204412209 253 19035 SH SOLE 19035 Continental ResourcCOM 212015101 1245 58700 SH SOLE 56000 2700 Coventry Health CarCOM 222862104 129 10000 SH SOLE 10000 Denbury Resources ICOM 247916208 223 15000 SH SOLE 15000 Devon Energy Corp COM 25179M103 7755 173529 SH SOLE 158029 15500 Diamond Offshore COM 25271C102 660 10500 SH SOLE 10500 Dun & Bradstreet InCOM 26483E100 8723 113290 SH SOLE 108890 4400 Ensco Intl Inc. COM 26874Q100 591 22400 SH SOLE 22400 Everest Re Group InCOM G3223R108 786 11100 SH SOLE 11100 Evergreen Energy InCOM 30024B104 2266 1627900 SH SOLE 1558900 69000 Express Scripts IncCOM 302182100 6023 130450 SH SOLE 124850 5600 Exxon Mobil CorporaCOM 30231G102 4071 59783 SH SOLE 55819 3964 FTI Consulting Inc COM 302941109 699 14130 SH SOLE 12830 1300 FiberTower CorporatCOM 31567R100 13 67000 SH SOLE 67000 Flextronics InternaCOM Y2573F102 692 239300 SH SOLE 239300 Focus Media COM 34415V108 510 75000 SH SOLE 75000 Gilead Sciences IncCOM 375558103 1830 39500 SH SOLE 35900 3600 Goodyear Tire COM 382550101 413 66000 SH SOLE 66000 Google Inc COM 38259P508 10416 29926 SH SOLE 27371 2555 HMS Holdings Corp COM 40425j101 462 14045 SH SOLE 14045 Heritage-Crystal ClCOM 42726m106 90 12000 SH SOLE 12000 I-Flow Corp COM 449520303 91 25000 SH SOLE 25000 ICAD Inc COM 44934S107 156 171633 SH SOLE 171633 ICON plc COM 45103T107 619 38314 SH SOLE 35714 2600 InfuSystems HoldingCOM 45685k102 423 170633 SH SOLE 153633 17000 Intl. Business MachCOM 459200101 11533 119035 SH SOLE 109535 9500 Johnson & Johnson COM 478160104 378 7194 SH SOLE 7194 Kendle InternationaCOM 48880l107 442 21100 SH SOLE 21100 Kimberly Clark CorpCOM 494368103 766 16616 SH SOLE 13496 3120 Kroger Co. COM 501044101 912 43000 SH SOLE 43000 Linn Energy, LLC COM 536020100 3811 255800 SH SOLE 239800 16000 Medco Health SolutiCOM 58405U102 7932 191865 SH SOLE 184665 7200 Microsoft Corp COM 594918104 12529 682061 SH SOLE 642143 39918 Millicom InternatioCOM L6388F110 33575 906443 SH SOLE 878123 28320 Mobile Telesystems COM 607409109 3200 106950 SH SOLE 98450 8500 Moodys Corp COM 615369105 2939 128250 SH SOLE 119350 8900 NII Holdings Inc COM 62913F201 969 64585 SH SOLE 64585 Newmont Mining COM 651639106 1072 23950 SH SOLE 23950 Nice Systems Ltd. COM 653656108 643 25870 SH SOLE 25870 Noble Energy Inc COM 655044105 8204 152273 SH SOLE 144721 7552 Occidental PetroleuCOM 674599105 1781 32000 SH SOLE 32000 PSS World Medical ICOM 69366A100 330 22975 SH SOLE 22975 Petroleo Brasilero COM 71654v408 408 13400 SH SOLE 13400 Pfizer Inc. COM 717081103 275 20203 SH SOLE 6875 13328 Phase Forward Inc. COM 71721r406 212 16550 SH SOLE 16550 Philip Morris InterCOM 718172109 1498 42100 SH SOLE 42100 Potash Corp COM 73755L107 7734 95710 SH SOLE 91310 4400 Proctor & Gamble CoCOM 742718109 599 12728 SH SOLE 10584 2144 Quality Systems IncCOM 747582104 408 9025 SH SOLE 9025 Range Resources CorCOM 75281a109 10381 252205 SH SOLE 238405 13800 Rex Energy CorporatCOM 761565100 98 34310 SH SOLE 34310 SXC Health SolutionCOM 78505P100 254 11795 SH SOLE 11795 Safestitch Medical COM 78645y102 37 36780 SH SOLE 36780 Schlumberger Ltd COM 806857108 498 12250 SH SOLE 12250 Southwestern EnergyCOM 845467109 16706 562695 SH SOLE 535495 27200 Symantec Corp COM 871503108 666 44600 SH SOLE 44600 The Mosaic Company COM 61945a107 5327 126905 SH SOLE 120805 6100 Transocean Inc COM G90078109 1389 23605 SH SOLE 23605 URS Corporation COM 903236107 1258 31130 SH SOLE 30030 1100 United TechnologiesCOM 913017109 698 16250 SH SOLE 16250 Vimpel CommunicatioCOM 68370R109 298 45500 SH SOLE 22000 23500 WR Berkley Corp COM 084423102 810 35900 SH SOLE 35900 XTO Energy COM 98385X106 8953 292392 SH SOLE 281727 10665 Infusystems Warrant 45685k110 9 75000 SH SOLE 75000
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