13F-HR 1 a13f-hr.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: March 31, 2013 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: Origin Asset Management LLP Address: One Carey Lane London EC2V 8AE United Kingdom 13 File Number: 028-13785 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: Lindsay James Johnston Title: Partner and Chief Compliance Officer Phone: 020 7812 8505 Signature, Place and Date of Signing /s/ L. J. Johnston London, United Kingdom May 10, 2013 ------------------ ---------------------- ------------ [Signature] [City, State] [Date] Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 76 Data Records Form 13F Information Table Value Total: $1,164,691 (thousands) List of Other Included Managers: N/A Provide a numbered list of the names(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 TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE QUALCOMM INC COM 747525103 43,164 644,719 SH SOLE 644,719 MATTEL INC COM 577081102 38,551 880,372 SH SOLE 880,372 CELGEN CORP COM 151020104 38,161 329,230 SH SOLE 329,230 BLACKROCK INC COM 09247X101 33,009 128,500 SH SOLE 128,500 DISCOVER FINL SVCS COM 254709108 31,331 698,730 SH SOLE 698,730 CIGNA CORP COM 125509109 30,898 495,400 SH SOLE 495,400 JP MORGAN CHASE & CO COM 46625H100 30,199 636,300 SH SOLE 636,300 ROPER INDS INC NEW COM 776696106 28,244 221,854 SH SOLE 221,854 CHEVRON CORP NEW COM 166764100 27,629 232,525 SH SOLE 232,525 HOLLYFRONTIER CORP COM 436106108 26,927 523,369 SH SOLE 523,369 EATON VANCE CORP COM NON VTG 278265103 26,729 639,002 SH SOLE 639,002 AMETEK INC NEW COM 031100100 23,625 544,862 SH SOLE 544,862 MCKESSON CORP COM 58155Q103 23,317 215,978 SH SOLE 215,978 TRIMBLE NAVIGATION LTD COM 896239100 22,591 754,040 SH SOLE 754,040 ALLIANCE DATA SYSTEMS CORP COM 018581108 22,306 137,785 SH SOLE 137,785 CF INDS HLDGS INC COM 125269100 22,270 116,984 SH SOLE 116,984 SYNOPSYS INC COM 871607107 22,181 618,189 SH SOLE 618,189 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 22,139 1,287,888 SH SOLE 1,287,888 TORCHMARK CORP COM 891027104 21,456 358,788 SH SOLE 358,788 AETNA INC NEW COM 00817Y108 20,783 406,546 SH SOLE 406,546 APPLE INC COM 037833100 20,565 46,462 SH SOLE 46,462 US BANCORP DEL COM NEW 902973304 19,595 577,515 SH SOLE 577,515 POLARIS INDS INC COM 731068102 19,451 210,307 SH SOLE 210,307 AFLAC INC COM 001055102 18,911 363,530 SH SOLE 363,530 WESTERN REFNG INC COM 959319104 18,797 530,851 SH SOLE 530,851 CVS CAREMARK CORPORATION COM 126650100 18,437 335,280 SH SOLE 335,280 COPART INC COM 217204106 18,332 534,765 SH SOLE 534,765 UNITED THERAPEUTICS CORP COM 91307C102 18,102 297,382 SH SOLE 297,382 CISCO SYS INC COM 17275R102 16,810 803,900 SH SOLE 803,900 LILLY ELI & CO COM 532457108 15,891 279,827 SH SOLE 279,827 DOVER CORP COM 260003108 15,499 212,658 SH SOLE 212,658 EXXON MOBIL CORP COM 30231G102 15,048 167,000 SH SOLE 167,000 NORDSON CORP COM 655663102 14,923 226,275 SH SOLE 226,275 NETEASE INC SPONSORED ADR 64110W102 14,803 270,279 SH SOLE 270,279 WESTERN DIGITAL CORP COM 958102105 14,751 293,383 SH SOLE 293,383 WEX INC COM 96208T104 14,732 187,664 SH SOLE 187,664 MADDEN STEVEN LTD COM 556269108 14,353 332,696 SH SOLE 332,696 WELLS FARGO & CO NEW COM 949746101 13,982 378,000 SH SOLE 378,000 OIL STS INTL INC COM 678026105 13,358 163,759 SH SOLE 163,759 HELMERICH & PAYNE INC COM 423452101 13,142 216,500 SH SOLE 216,500 CAPITAL ONE FINL CORP COM 14040H105 12,803 233,000 SH SOLE 233,000 VALUECLICK INC COM 92046N102 12,718 430,383 SH SOLE 430,383 ORACLE CORP COM 68389X105 12,257 379,000 SH SOLE 379,000 EQUIFAX INC COM 294429105 12,206 211,950 SH SOLE 211,950 MASTERCARD INC CL A 57636Q104 11,905 22,000 SH SOLE 22,000 SEAGATE TECHNOLOGY PLC SHS G7945M107 11,575 316,600 SH SOLE 316,600 MIDDLEBY CORP COM 596278101 11,487 75,497 SH SOLE 75,497 FLIR SYS INC COM 302445101 11,337 435,852 SH SOLE 435,852 AGCO CORP COM 001084102 10,735 205,970 SH SOLE 205,970 PROSPECT CAPITAL CORPORATION COM 74348T102 10,433 956,319 SH SOLE 956,319 GOLDMAN SACHS GROUP INC COM 38141G104 9,859 67,000 SH SOLE 67,000 AON PLC SHS CL A G0408V102 8,918 145,000 SH SOLE 145,000 ILLINOIS TOOL WKS INC COM 452308109 8,897 146,000 SH SOLE 146,000 CVR ENERGY INC COM 12662P108 8,584 166,300 SH SOLE 166,300 TELEDYNE TECHNOLOGIES INC COM 879360105 8,515 108,560 SH SOLE 108,560 IXIA COM 45071R109 8,238 380,676 SH SOLE 380,676 DELUXE CORP COM 248019101 7,849 189,585 SH SOLE 189,585 ENERSYS COM 29275Y102 7,799 171,095 SH SOLE 171,095 TETRA TECH INC NEW COM 88162G103 7,710 252,867 SH SOLE 252,867 AMTRUST FINANCIAL SERVICES I COM 032359309 7,553 217,982 SH SOLE 217,982 3M CO COM 88579Y101 7,548 71,000 SH SOLE 71,000 NEWS CORP CL A 65248E104 7,508 246,000 SH SOLE 246,000 ARRIS GROP INC COM 04270V106 6,994 407,320 SH SOLE 407,320 MENTOR GRAPHICS CORP COM 587200106 6,964 385,827 SH SOLE 385,827 APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,958 154,633 SH SOLE 154,633 MICROSOFT CORP COM 594918104 6,809 238,000 SH SOLE 238,000 NU SKIN ENTERPRISES INC CL A 67018T105 6,661 150,700 SH SOLE 150,700 SCHWEITZER-MAUDUIT INTL INC COM 808541106 6,327 163,370 SH SOLE 163,370 PFIZER INC COM 717081103 6,089 211,000 SH SOLE 211,000 SYNTEL INC COM 87162H103 5,422 80,308 SH SOLE 80,308 CNH GLOBAL N V SHS NEW N20935206 5,289 128,000 SH SOLE 128,000 COPA HOLDINGS SA CL A P31076105 3,069 25,659 SH SOLE 25,659 TATA MTRS LTD SPONSORED ADR 876568502 1,932 79,136 SH SOLE 79,136 SINCLAIR BROADCAST GROUP INC CL A 829226109 281 13,903 SH SOLE 13,903 DXP ENTERPRISES INC NEW COM NEW 233377407 250 3,350 SH SOLE 3,350 MWI VETERINARY SUPPLY INC COM 55402X105 219 1,653 SH SOLE 1,653