0000932141-14-000004.txt : 20140415 0000932141-14-000004.hdr.sgml : 20140415 20140415104850 ACCESSION NUMBER: 0000932141-14-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140415 DATE AS OF CHANGE: 20140415 EFFECTIVENESS DATE: 20140415 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: 14764034 BUSINESS ADDRESS: STREET 1: 515 MADISON AVENUE STREET 2: SUITE 18B CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2123083355 MAIL ADDRESS: STREET 1: 515 MADISON AVE STREET 2: SUITE 18B CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000932141 XXXXXXXX 03-31-2014 03-31-2014 HARTWELL J M LIMITED PARTNERSHIP

515 MADISON AVE SUITE 18B NEW YORK NY 10022

13F HOLDINGS REPORT 028-04534 N Barbara N Romeo 212-308-3355 Barbara N Romeo New York NY 04-15-2014 1 91 483453 false 1 0001004434 AFFILIATED MANAGERS GROUP, INC. INFORMATION TABLE 2 file13f-q12014.xml Accenture Ltd COM G1150G111 584 7320 SH SOLE 7320 0 0 Actavis Inc COM 00507k103 13202 64136 SH SOLE 58886 0 5250 Affiliated Managers Group COM 008252108 11834 59157 SH SOLE 59157 0 0 Air Liquide ADR COM 009126202 364 13452 SH SOLE 13452 0 0 Alkermes PLC COM g01767105 4133 93740 SH SOLE 81840 0 11900 Alliance Data Systems COM 018581108 12798 46975 SH SOLE 43425 0 3550 Ambev S.A. COM 02319v103 641 86500 SH SOLE 86500 0 0 Anadarko Petroleum Corp COM 032511107 1020 12035 SH SOLE 10835 0 1200 Anheuser-Busch Inbex SA COM 03524a108 505 4797 SH SOLE 4797 0 0 Apple Inc. COM 037833100 1379 2570 SH SOLE 2420 0 150 Atlas Copco Ab ADR COM 049255706 260 9000 SH SOLE 9000 0 0 BASF SE ADR COM 055262505 446 4000 SH SOLE 4000 0 0 Blackrock Inc COM 09247x101 314 1000 SH SOLE 1000 0 0 Blackstone Group LP COM 09253u108 1382 41575 SH SOLE 38075 0 3500 Carbo Ceramics COM 140781105 442 3200 SH SOLE 3200 0 0 Carrizo Oil & Gas COM 144577103 2404 44965 SH SOLE 41565 0 3400 Chipotle Mexican Grill Cl A COM 169656105 454 800 SH SOLE 800 0 0 Cognizant Technology Solutions COM 192446102 26660 526870 SH SOLE 504270 0 22600 Compass Group Plc ADS COM 20449x203 349 22800 SH SOLE 22800 0 0 Continental Resources COM 212015101 2757 22185 SH SOLE 20935 0 1250 Diageo PLC ADS COM 25243q205 685 5500 SH SOLE 5500 0 0 EPAM Systems COM 29414b104 13997 425430 SH SOLE 404030 0 21400 Ebay COM 278642103 17189 311170 SH SOLE 297570 0 13600 Essilor Intl SA ADR COM 297284200 434 8584 SH SOLE 8584 0 0 Evercore Partners, Inc. COM 29977a105 231 4175 SH SOLE 4175 0 0 Everest Re Group Inc COM G3223R108 337 2200 SH SOLE 2200 0 0 Express Scripts Inc COM 30219g108 442 5885 SH SOLE 5885 0 0 Exxon Mobil Corporation COM 30231G102 8664 88702 SH SOLE 85574 0 3128 Facebook, Inc COM 30303m102 1982 32900 SH SOLE 30700 0 2200 Fresenius Medical Care A COM 358029106 568 16300 SH SOLE 16300 0 0 Geospace Technologies COM 37364x109 250 3782 SH SOLE 3082 0 700 Google Inc Class C COM 38259p706 29586 26546 SH SOLE 24216 0 2330 Grifols S.A. ADS COM 398438408 566 13700 SH SOLE 13700 0 0 Grupo Televisa SA COM 40049j206 396 11890 SH SOLE 11890 0 0 HD Supply COM 40416m105 288 11000 SH SOLE 11000 0 0 Heineken N.V. COM 423012301 686 19674 SH SOLE 19674 0 0 Henkel AG and Co. ADR COM 42550u208 216 2000 SH SOLE 2000 0 0 Home Depot Inc. COM 437076102 2941 37173 SH SOLE 35173 0 2000 ICON plc COM 45103T107 588 12370 SH SOLE 10370 0 2000 Informatica Corporation COM 45666q102 491 13000 SH SOLE 10500 0 2500 Infosys Technologies Ltd COM 456788108 233 4300 SH SOLE 4300 0 0 Intl. Business Mach. Corp. COM 459200101 14027 72870 SH SOLE 65870 0 7000 Johnson & Johnson COM 478160104 2651 26992 SH SOLE 25892 0 1100 Kimberly Clark Corp COM 494368103 2081 18871 SH SOLE 16451 0 2420 Komatsu Ltd COM 500458401 383 18468 SH SOLE 18468 0 0 LVMH Moet Hennessy ADR COM 502441030 421 11500 SH SOLE 11500 0 0 Luxoft Holdings Inc. COM g57279104 10705 305260 SH SOLE 287960 0 17300 Luxottica Group ADS COM 55068r202 611 10600 SH SOLE 10600 0 0 Mastercard Inc. COM 57636q104 14025 187755 SH SOLE 174255 0 13500 Medidata Solutions COM 58471a105 454 8360 SH SOLE 7360 0 1000 Microsoft Corp COM 594918104 18192 443816 SH SOLE 416816 0 27000 Millicom International Cellula COM SE0001174 26300 258121 SH SOLE 246289 0 11832 Millicom International Cellula COM l6388f110 103666 1016332 SH SOLE 1013232 0 3100 NQ Mobile Inc. ADS COM 64118u108 704 40000 SH SOLE 40000 0 0 Nestle S.A. ADR COM 641069406 702 9335 SH SOLE 9335 0 0 NetEase.com, Inc. COM 64110w102 345 5130 SH SOLE 5130 0 0 Nidec Corp COM 654090109 1043 33900 SH SOLE 33900 0 0 Noble Energy Inc COM 655044105 13398 188598 SH SOLE 174266 0 14332 Novartis AG COM 66987v109 1186 13953 SH SOLE 13953 0 0 Novo-Nordisk A/S COM 670100205 525 11500 SH SOLE 11500 0 0 Penn Virginia Corp. COM 707882106 1449 82825 SH SOLE 76825 0 6000 Precision Castparts Corp COM 740189105 379 1500 SH SOLE 1500 0 0 Procter & Gamble Co. COM 742718109 713 8844 SH SOLE 8844 0 0 Prudential PLC COM 74435k204 617 14500 SH SOLE 14500 0 0 Purecycle COM 746228303 884 146073 SH SOLE 146073 0 0 Qualcomm Inc. COM 747525103 9224 116965 SH SOLE 108565 0 8400 Reckitt Benckiser Group COM 756255204 496 30100 SH SOLE 30100 0 0 Roche Holdings Ltd COM 771195104 581 15400 SH SOLE 15400 0 0 Rolls Royce Hldg Plc ADS COM 775781206 903 10000 SH SOLE 10000 0 0 Royal Caribbean Cruises COM V7780T103 415 7600 SH SOLE 7600 0 0 SAP AG COM 803054204 1138 14000 SH SOLE 14000 0 0 Schlumberger Ltd COM 806857108 1387 14230 SH SOLE 14230 0 0 Seadrill Limited COM g7945e105 4113 116990 SH SOLE 116990 0 0 Shire plc ADS COM 82481r106 550 3700 SH SOLE 3700 0 0 Splunk Inc COM 848637104 814 11380 SH SOLE 10280 0 1100 Syngenta AG COM 87160a100 659 8700 SH SOLE 8700 0 0 Technip ADS COM 878546209 225 8684 SH SOLE 8684 0 0 Tencent Holdings Ltd COM 88032q109 435 6300 SH SOLE 6300 0 0 Teva Pharmaceutical COM 881624209 565 10690 SH SOLE 10690 0 0 The Priceline Group COM 741503403 32920 27620 SH SOLE 26325 0 1295 Toyota Motor Corp COM 892331307 655 5800 SH SOLE 5800 0 0 TripAdvisor, Inc. COM 896945201 20756 229120 SH SOLE 216420 0 12700 U.S. Silica Holdings, Inc. COM 90346e103 305 8000 SH SOLE 8000 0 0 Unilever N.V. COM 904784709 477 11600 SH SOLE 11600 0 0 VISA Inc. COM 92826c839 13184 61075 SH SOLE 57675 0 3400 Valeant Pharmaceuticals COM 91911k102 7062 53570 SH SOLE 49970 0 3600 Vodafone Group plc ADS COM 92857w308 516 14025 SH SOLE 14025 0 0 Volkswagen AG COM 928662303 589 11600 SH SOLE 11600 0 0 Wal-mart De Mexico SAB COM 93114w107 407 17200 SH SOLE 17200 0 0 Yahoo! Inc COM 984332106 6356 177055 SH SOLE 170155 0 6900 adidas AG COM 00687A107 559 10300 SH SOLE 10300 0 0