13F-HR 1 cypress.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, 2003 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: The Cypress Funds LLC Address: 865 South Figeroa, Suite 700 Los Angels, CA. 90017 13 File Number: 28-7810 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 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: Todd Moodey Title: COO Phone: Signature, Place and Date of Signing: Todd Moodey July 28, 2003 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 39 Form 13F Information Table Value Total: 139924 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 DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- D ABERCROMBIE & FITCH CO CL A CO COMMON STOCK 002896207 2131 75000 SH SOLE 75000 0 0 D AETNA INC COMMON STOCK 00817Y108 3492 58000 SH SOLE 58000 0 0 D ALKERMES INC COM COMMON STOCK 01642T108 2124 200000 SH SOLE 200000 0 0 D ALTERA CORP COM COMMON STOCK 021441100 6572 400000 SH SOLE 400000 0 0 D ALTERA CORP COM OPTIONS - CALLS 0214410GP 1643 100000 SH CALL SOLE 100000 0 0 D AMERICAN PHARMACEUTI CALS PART COMMON STOCK 02886P109 1000 29500 SH SOLE 29500 0 0 D BEST BUY INC COM COMMON STOCK 086516101 5710 130000 SH SOLE 130000 0 0 D BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 5303 86800 SH SOLE 86800 0 0 D CISCO SYS INC COM COMMON STOCK 17275R102 10074 600000 SH SOLE 600000 0 0 D E M C CORP MASS COM COMMON STOCK 268648102 2094 200000 SH SOLE 200000 0 0 D ECHELON CORP COM COMMON STOCK 27874N105 733 52600 SH SOLE 52600 0 0 D EPICOR SOFTWARE CORP COMMON STOCK 29426L108 1520 253803 SH SOLE 253803 0 0 D EXELIXIS INC COM STK COMMON STOCK 30161Q104 687 100000 SH SOLE 100000 0 0 D FREEPORT-MCMORAN COPPER & GOLD COMMON STOCK 35671D857 6125 250000 SH SOLE 250000 0 0 D GAP INC COM COMMON STOCK 364760108 5628 300000 SH SOLE 300000 0 0 D GRANT PRIDE CO COM STK COMMON STOCK 38821G101 2398 204100 SH SOLE 204100 0 0 D HOME DEPOT INC COM COMMON STOCK 437076102 5796 175000 SH SOLE 175000 0 0 D INTEGRATED SILICON SOLUTIONS I COMMON STOCK 45812P107 4307 620600 SH SOLE 620600 0 0 D INTERACTIVE CORP COMMON STOCK 45840Q101 8849 225000 SH SOLE 225000 0 0 D JUNIPER NETWORKS INC COMMON STOCK 48203R104 6235 500000 SH SOLE 500000 0 0 D LANNETT INC COM COMMON STOCK 516012101 1837 78350 SH SOLE 78350 0 0 D MANHATTAN ASSOCIATES INC COM COMMON STOCK 562750109 3327 128000 SH SOLE 128000 0 0 D MARVELL TECH GP COMMON STOCK G5876H105 3435 100000 SH SOLE 100000 0 0 D MAVERICK TUBE CORP COMMON STOCK 577914104 3077 160700 SH SOLE 160700 0 0 D MULTIMEDIA GAMES INC COM COMMON STOCK 625453105 2479 97600 SH SOLE 97600 0 0 D NATIONAL SEMICONDUCT OR CORP U COMMON STOCK 637640103 2465 125000 SH SOLE 125000 0 0 D NEXTEL COMMUNICATIONS INC COMMON STOCK 65332V103 4066 225000 SH SOLE 225000 0 0 D PHARMACEUTICAL RESOURCES INC, COMMON STOCK 717125108 1946 40000 SH SOLE 40000 0 0 D SCHLUMBERGER LTD USD .01 COM COMMON STOCK 806857108 1475 31000 SH SOLE 31000 0 0 D SPRINT CORP (PCS GROUP) COMMON STOCK 852061506 1150 200000 SH SOLE 200000 0 0 D STAMPS.COM INC COM COMMON STOCK 852857101 480 100000 SH SOLE 100000 0 0 D TAIWAN SEMICONDUCTOR MANUFACTU ADRS STOCKS 874039100 9072 900000 SH SOLE 900000 0 0 D TIVO INC COM STK COMMON STOCK 888706108 1814 150000 SH SOLE 150000 0 0 D UNITED THERAPEUTICS CORP COM COMMON STOCK 91307C102 4378 202300 SH SOLE 202300 0 0 D VISTEON CORP COM STK COMMON STOCK 92839U107 1031 150000 SH SOLE 150000 0 0 D WEATHERFORD INTERNATIONAL COMMON STOCK G95089101 6076 145000 SH SOLE 145000 0 0 D WEBEX COMMUNICATIONS INC COMMON STOCK 94767L109 2064 150000 SH SOLE 150000 0 0 D WESTERN DIGITAL CORP COM COMMON STOCK 958102105 4120 400000 SH SOLE 400000 0 0 D XTO ENERGY INC COM COMMON STOCK 98385X106 3211 159660 SH SOLE 159660 0 0 S REPORT SUMMARY 39 DATA RECORDS 139924 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED