-----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, JB6LsobvWpfYqbr5SIyHc1pvrwv9YWpIAmP3PfqAr4F+5dRNs0w6mis7NtUHnOuO 2gOQ84VIM6yqDn9mFw5MzQ== 0000902664-08-002090.txt : 20080516 0000902664-08-002090.hdr.sgml : 20080516 20080515184426 ACCESSION NUMBER: 0000902664-08-002090 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080516 DATE AS OF CHANGE: 20080515 EFFECTIVENESS DATE: 20080516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TPG-Axon Capital Management, LP CENTRAL INDEX KEY: 0001328562 IRS NUMBER: 201967305 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-11789 FILM NUMBER: 08839932 BUSINESS ADDRESS: STREET 1: 888 SEVENTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 479-2000 MAIL ADDRESS: STREET 1: 888 SEVENTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR/A 1 p08-1022form13fhra.txt TPG-AXON CAPITAL MANAGEMENT, L.P. FORM 13F INFORMATION TABLE 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, 2008 ------------------------ Check here if Amendment [ X ]; Amendment Number: 1 ----- This Amendment (Check only one.): [ ] is a restatement. [ X ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: TPG-Axon Capital Management, L.P. -------------------------------------------------- Address: 888 Seventh Avenue, 38th Floor -------------------------------------------------- New York, New York 10019 -------------------------------------------------- Form 13F File Number: 028-11789 ------------------ 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: Dinakar Singh -------------------------------------------------- Title: Co-Chief Executive Officer -------------------------------------------------- Phone: (212) 479-2000 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Dinakar Singh New York, New York May 15, 2008 --------------------- ---------------------------- ----------------- [Signature] [Place] [Date] 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).) Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 59 ------------- Form 13F Information Table Value Total: 11,176,187 ------------- (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. NONE
Form 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - --------------------------------- -------------- --------- -------- ----------------- ---------- -------- ------------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - --------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- -------- -------- ------- ACE LTD ORD G0070K103 559,239 10,156,900 SH SOLE 10,156,900 0 0 ALCOA INC COM 013817101 30,471 845,000 SH SOLE 845,000 0 0 ALLSTATE CORP COM 020002101 506,072 10,530,000 SH SOLE 10,530,000 0 0 APPLE INC COM 037833100 17,407 121,300 SH SOLE 121,300 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 121,473 1,485,000 SH SOLE 1,485,000 0 0 ATLAS PIPELINE HOLDINGS LP COM UNITS LP 04939R108 1,003 36,666 SH SOLE 36,666 0 0 ATLAS PIPELINE PARTNERS LP UNIT LP INT 049392103 5,108 127,500 SH SOLE 127,500 0 0 BOEING CO COM 097023105 345,746 4,649,000 SH SOLE 4,649,000 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 119,240 1,293,000 SH SOLE 1,293,000 0 0 CELANESE CORP DEL COM SER A 150870103 222,976 5,710,000 SH SOLE 5,710,000 0 0 COMMERCIAL METALS CO COM 201723103 269,730 9,000,000 SH SOLE 9,000,000 0 0 COMMERCIAL METALS CO COM 201723103 14,985 500,000 SH CALL SOLE 500,000 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 209,275 6,234,000 SH SOLE 6,234,000 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 30,691 886,000 SH SOLE 886,000 0 0 CSX CORP COM 126408103 546,649 9,749,400 SH SOLE 9,749,400 0 0 CTC MEDIA INC COM 12642X106 20,396 735,000 SH SOLE 735,000 0 0 DESARROLLADORA HOMEX S A DE SPONSORED ADR 25030W100 61,533 1,060,000 SH SOLE 1,060,000 0 0 DUPONT FABROS TECHNOLOGY INC COM 26613Q106 29,682 1,800,000 SH SOLE 1,800,000 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 30,598 318,000 SH SOLE 318,000 0 0 GENWORTH FINL INC COM CL A 37247D106 71,271 3,148,000 SH SOLE 3,148,000 0 0 GOODRICH CORP COM 382388106 145,155 2,524,000 SH SOLE 2,524,000 0 0 GOODYEAR TIRE & RUBER CO COM 382550101 341,850 13,250,000 SH SOLE 13,250,000 0 0 HALLIBURTON CO COM 406216101 265,759 6,757,168 SH SOLE 6,757,168 0 0 HERCULES OFFSHORE INC COM 427093109 2,512 100,000 SH CALL SOLE 100,000 0 0 HORSEHEAD HLDG CORP COM 440694305 28,711 2,479,400 SH SOLE 2,479,400 0 0 ICICI LTD ADR 45104G104 111,706 2,925,000 SH SOLE 2,925,000 0 0 KROGER CO COM 501044101 48,463 1,908,000 SH SOLE 1,908,000 0 0 LOEWS CORP CAROLINA GP STK 540424207 144,258 1,988,400 SH SOLE 1,988,400 0 0 METHANEX CORP COM 59151K108 91,595 3,500,000 SH SOLE 3,500,000 0 0 METLIFE INC COM 59156R108 31,576 524,000 SH SOLE 524,000 0 0 MOTOROLA INC COM 620076109 95,558 10,275,000 SH SOLE 10,275,000 0 0 NABORS INDUSTRIES LTD SHS G6359F103 102,343 3,030,600 SH SOLE 3,030,600 0 0 NABORS INDUSTRIES LTD SHS G6359F103 25,328 750,000 SH CALL SOLE 750,000 0 0 NEWS CORP CL A 65248E104 42,188 2,250,000 SH SOLE 2,250,000 0 0 NEWS CORP CL B 65248E203 120,942 6,352,000 SH SOLE 6,352,000 0 0 NOKIA CORP SPONSORED ADR 654902204 1,031 32,400 SH SOLE 32,400 0 0 NORFOLK SOUTHERN CORP COM 655844108 112,062 2,063,000 SH SOLE 2,063,000 0 0 NOVARTIS A G SPONSORED ADR 66987V109 42,521 830,000 SH SOLE 830,000 0 0 NUCOR CORP COM 670346105 298,551 4,407,300 SH SOLE 4,407,300 0 0 ORACLE CORP COM 68389X105 74,387 3,803,000 SH SOLE 3,803,000 0 0 PACCAR INC COM 693718108 180,000 4,000,000 SH SOLE 4,000,000 0 0 PARTNERRE LTD COM G6852T105 230,273 3,018,000 SH SOLE 3,018,000 0 0 PRECISION CASTPARTS CORP COM 740189105 156,897 1,537,000 SH SOLE 1,537,000 0 0 PRUDENTIAL FINL INC COM 744320102 1,270,858 16,241,000 SH SOLE 16,241,000 0 0 QUALCOMM INC COM 747525103 322,301 7,861,000 SH SOLE 7,861,000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 269,370 4,500,000 SH SOLE 4,500,000 0 0 ROCKWELL COLLINS INC COM 774341101 100,355 1,756,000 SH SOLE 1,756,000 0 0 STEEL DYNAMICS INC COM 858119100 308,637 9,341,302 SH SOLE 9,341,302 0 0 STERLITE IND INDIA LTD ADS 859737207 290,010 16,274,401 SH SOLE 16,274,401 0 0 TC PIPELINES LP UT COM LTD PRT 87233Q108 14,918 433,902 SH SOLE 433,902 0 0 TERADATA CORP DEL COM 88076W103 135,565 6,145,295 SH SOLE 6,145,295 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 24,712 535,000 SH SOLE 535,000 0 0 TEXTRON INC COM 883203101 20,505 370,000 SH SOLE 370,000 0 0 TFS FINL CORP COM 87240R107 31,904 2,652,000 SH SOLE 2,652,000 0 0 THERMO FISCHER SCIENTIFIC INC COM 883556102 32,115 565,000 SH SOLE 565,000 0 0 TRAVELERS COMPANIES INC COM 89417E109 1,187,568 24,818,558 SH SOLE 24,818,558 0 0 TIME WARNER CABLE INC CL A 88732J108 8,668 347,000 SH SOLE 347,000 0 0 UNION PAC CORP COM 907818108 814,970 6,500,000 SH SOLE 6,500,000 0 0 VISA INC COM 92826C839 436,520 7,000,000 SH SOLE 7,000,000 0 0
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