-----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, KQ5+yCZgbArWqc1fRB4WUPdlauUqKCXMJRUUJUKiiTO2lWPB6KANIWoeFbXZI9wA NAocJLR23HYPjqKFGyFn0w== 0001144204-08-032173.txt : 20080527 0001144204-08-032173.hdr.sgml : 20080526 20080527133055 ACCESSION NUMBER: 0001144204-08-032173 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080527 DATE AS OF CHANGE: 20080527 EFFECTIVENESS DATE: 20080527 FILER: COMPANY DATA: COMPANY CONFORMED NAME: POLARIS EQUITY MANAGEMENT INC CENTRAL INDEX KEY: 0001427424 IRS NUMBER: 943307033 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13000 FILM NUMBER: 08860160 BUSINESS ADDRESS: STREET 1: 601 MONTGOMERY STREET STREET 2: SUITE 700 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415 263 5600 MAIL ADDRESS: STREET 1: 601 MONTGOMERY STREET STREET 2: SUITE 700 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 v115864_13fhr.txt -------------------------- OMB APPROVAL ------------ OMB Number: 3235-0006 Expires: December 31, 2009 Estimated average burden Hours per response....22.6 -------------------------- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13 F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 ----------------- 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: Polaris Equity Management, Inc. Address: 601 Montgomery Street Suite 700 San Francisco, California 94111 Form 13F File Number: 28-13000 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: Nathan Walsh Title: Chief Financial Officer Phone: (415) 263-5600 Signature, Place, and Date of Signing: /s/ Nathan Walsh San Francisco, California May 26, 2008 - ----------------- ------------------------- ----------------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDING REPORT. (Check here if all holdings of this reporting manager are reported for this report.) [ ] 13F NOTICE. (Check here if all holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. FORM 13 F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------------ Form 13F Information Table Entry Total: 30 ------------------ Form 13F Information Table Value Total: $39,535 ------------------ (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 Polaris Equity Management, Inc. FORM 13F 31-Dec-07
Voting Authority ---------------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ --------- --------- -------- -------- --- ---- ------- -------- -------- ------ ---- ADVANCED CELL TECHNOLOGY, INC 00752K105 3 20000 SH Sole 20000 BIOGEN IDEC INC COM 09062X103 3029 49100 SH Sole 49100 BRAVO! BRANDS INC COM 105666101 0 10000 SH Sole 10000 CHEVRON CORP COM 166764100 915 10717.41 SH Sole 10717.41 CRYSTALLEX INTL CORP COM 22942F101 27 11700 SH Sole 11700 LOCKHEED MARTIN COM 539830109 320 3221.438 SH Sole 3221.438 OCCIDENTAL PETROLEUM CORP COM 674599105 211 2888.117 SH Sole 2888.117 PIONEER GLOBAL GROUP LIMITED C G7098N100 0 29332 SH Sole 29332 SAPIENT CORP. COM 803062108 78 11196 SH Sole 11196 SCHWAB CHARLES CORP COM 808513105 1174 62330 SH Sole 62330 SEXTANT PARTNERS LP NSA 818994105 2496 2495950.51 SH Sole 2495950.5 ISHARES DJ US REAL ESTATE 464287739 2745 42173.402 SH Sole 42173.402 ISHARES KLD 400 SOC IDX FD 464288570 218 4675 SH Sole 4675 ISHARES KLD SELECT SOCIAL CLOS 464288802 506 9125 SH Sole 9125 ISHARES MSCI EMERGING MKTS 464287234 1737 12923 SH Sole 12923 ISHARES MSCI EMU INDEX FUND 464286608 1458 13401.881 SH Sole 13401.881 ISHARES MSCI PAC EX-JPN COM 464286665 1993 14698.578 SH Sole 14698.578 ISHARES S&P 500 GROWTH INDEX F 464287309 5887 93895.084 SH Sole 93895.084 ISHARES S&P 500 VALUE INDEX FU 464287408 3790 54735.109 SH Sole 54735.109 ISHARES S&P EUROPE 350 INDEX F 464287861 216 2058 SH Sole 2058 ISHARES S&P MDCP 400 VALUE FD 464287705 2214 30311.733 SH Sole 30311.733 ISHARES S&P MIDCAP 400 GROWTH 464287606 3465 42513.173 SH Sole 42513.173 ISHARES S&P SMALLCAP 600 GROWT 464287887 2489 20128.874 SH Sole 20128.874 ISHARES S&P SMALLCAP 600 VALUE 464287879 1584 24201.469 SH Sole 24201.469 ELAN CORP PLC ADR 284131208 1293 62000 SH Sole 62000 IVY FDS ASSET STRATEGY FD CL A 466000759 232 8586.503 SH Sole 8586.503 LEUTHOLD GRIZZLY SHORT FD 527289300 500 80369.389 SH Sole 80369.389 NEUBERGER BERMAN SOC RESPSV FD 641224605 204 8364.57 SH Sole 8364.57 RESERVE FUNDS RESERVE YIELD PL 76110E841 10 10340.9 SH Sole 10340.9 VAN KAMPEN EQUITY & INCOME FD 92113D102 741 90909.228 SH Sole 90909.228 REPORT SUMMARY 30 DATA RECORDS 39535 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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