13F-HR 1 a2151385z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2004 ----------------------- 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: Peak Investments, LLC ------------------------------- Address: 865 South Figueroa Street ------------------------------- Suite 700 ------------------------------- Los Angeles, CA 90017 ------------------------------- Form 13F File Number: 28- --------------------- 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: Ronald J. Krystyniak ------------------------------- Title: Managing Member ------------------------------- Phone: (213) 891-6311 ------------------------------- Signature, Place, and Date of Signing: /s/ Ronald J. Krystyniak Los Angeles, CA January 31, 2005 ------------------------------- ----------------- ---------------- [Signature] [City, State] [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).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- The Cypress Funds, LLC --------------- ------------------------------------ 28- Oakmont Corporation --------------- ------------------------------------ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 -------------------- Form 13F Information Table Entry Total: 49 -------------------- Form 13F Information Table Value Total: 676,772 -------------------- (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. [If there are no entries in this list, state "NONE" and omit the column] headings and list entries.] No. Form 13F File Number Name 28- The Cypress Funds, LLC ------ ----------------- --------------------------------- 28- Oakmont Corporation ------ ----------------- --------------------------------- FORM 13F INFORMATION TABLE

~~Value~~COLUMN ~~Investment~~1 ~~Other~~COLUMN ~~Voting~~2 ~~Name~~COLUMN of3 ~~Issuer~~COLUMN ~~Title~~4 ofCOLUMN ~~Class~~5 ~~Cusip~~COLUMN ~~(x$1000)~~6 ~~Shares~~COLUMN ~~Discretion~~7 ~~Managers~~COLUMN ~~Authority~~8 -------------------------- ---------------- --------- -------- ---------------------- ---------- ---------- ------------ ---------- ~~AIRTRAN~~VALUE ~~HOLDINGS~~SHRS ~~INC~~OR ~~Common~~SH/ ~~00949P108~~PUT/ ~~28,543~~INVESTMENT ~~2,018,600~~OTHER ~~Other~~VOTING ~~Oakmont~~AUTHORITY ~~Corporation~~NAME ~~Sole~~OF ~~ALLERGAN~~ISSUER ~~INC~~TITLE ~~Common~~OF ~~018490102~~CLASS ~~4,566~~CUSIP ~~51,000~~(x$1000) ~~Other~~PRN ~~Oakmont~~AMT ~~Corporation~~PRN ~~Sole~~CALL ~~ALLIANCE~~DISCRETION ~~GAMING~~MANAGERS ~~CORP~~SOLE ~~Common~~SHARED ~~01859P609~~NONE ~~1,716~~------------------------- ~~100,000~~---------------- ~~Other~~--------- ~~Oakmont~~-------- ~~Corporation~~--------- ~~Sole~~----- ~~ALLIANCE~~------ ~~GAMING~~---------- ~~CORP~~---------- ~~Common~~------ ~~01859P609~~-------- ~~2,574~~------ ~~150,000~~AIRTRAN ~~Other~~HOLDINGS ~~The Cypress Funds LLC Sole AMAZON COM~~ INC Common ~~023135106~~00949P108 521,~~780~~599 ~~106~~2,~~250~~018,600 Other Oakmont Corporation Sole ~~AMERICAN~~ALLERGAN ~~INTERNATIONAL GROUP~~ INC Common ~~026874107~~018490102 64,~~914~~135 9751,000 Other ~~The Cypress Funds LLC Sole AMERICAN TECHNOLOGY CORP Common 030145205 2,091 361,700 Other~~ Oakmont Corporation Sole ~~AMGEN~~ALLERGAN INC Common ~~031162100~~018490102 46,~~911~~729 9083,000 Other The Cypress Funds LLC Sole ~~ANHEUSER~~AMERICAN ~~BUSCH~~TECHNOLOGY ~~COS~~CORP ~~INC~~ Common ~~035229103~~030145205 73,~~506~~964 ~~139~~358,~~000~~700 Other ~~The~~Oakmont ~~Cypress~~Corporation ~~Funds LLC~~ Sole AUTOMATIC DATA PROCESSING INC Common 053015103 78,~~978~~892 ~~190~~200,500 Other The Cypress Funds LLC Sole BOEING CO Common 097023105 815,~~016~~697 ~~156~~303,~~900~~200 Other Oakmont Corporation Sole BOEING CO Common 097023105 48,~~343~~278 85159,~~000~~900 Other The Cypress Funds LLC Sole BURLINGTON NORTHERN SANTA FE CORP Common 12189T104 78,~~014~~279 ~~200~~175,000 Other The Cypress Funds LLC Sole CATERPILLAR INC Common 149123101 810,~~301~~190 104,500 Other The Cypress Funds LLC Sole ~~COGNOS INC Common 19244C109 8,317 230,000 Other The Cypress Funds LLC Sole~~ COMPUGEN LTD Common M25722105 ~~582~~633 122,825 Other Oakmont Corporation Sole COSTCO WHOLESALE CORP Common 22160K105 1618,~~272~~839 ~~395~~389,150 Other Oakmont Corporation Sole COSTCO WHOLESALE CORP Common 22160K105 89,~~648~~682 ~~210~~200,000 Other The Cypress Funds LLC Sole ~~DEERE & CO Common 244199105 7,175 102,300 Other The Cypress Funds LLC Sole DELL INC Common 24702R101 9,886 276,000 Other Oakmont Corporation Sole~~ DELPHI FINANCIAL GROUP, INC Common 247131105 2924,~~112~~914 ~~654~~539,~~211~~841 Other Oakmont Corporation Sole ~~DOW JONES & CO INC Common 260561105 4,109 91,100 Other The Cypress Funds LLC Sole EMBRAER - EMPRESA BRASILEIRA Sp ADR Pfd Shs 29081M102 4,634 162,100 Other The Cypress Funds LLC Sole~~ ENCANA CORP Common 292505104 1520,~~484~~459 358,400 Other Oakmont Corporation Sole ENCANA CORP Common 292505104 110,~~813~~249 42180,~~000~~900 Other The Cypress Funds LLC Sole ~~ENTRAVISION COMMUNICATIONS Common 29382R107 2,120 276,000 Other The Cypress Funds LLC Sole~~ FEDEX CORP Common 31428X106 87,~~275~~879 ~~101~~80,~~300~~000 Other The Cypress Funds LLC Sole FLEXTRONICS INTL LTD Common Y2573F102 1011,~~064~~277 ~~631~~816,000 Other Oakmont Corporation Sole FREEPORT MCMORAN COPPER & GOLD CL B Common 35671D857 34,~~745~~067 ~~112~~106,~~966~~311 Other Oakmont Corporation Sole FREEPORT MCMORAN COPPER & GOLD CL B Common 35671D857 79,~~807~~787 ~~235~~256,~~500~~000 Other The Cypress Funds LLC Sole ~~FUELCELL~~GENERAL ~~ENERGY~~ELECTRIC ~~INC~~ Common ~~35952H106~~369604103 116,~~432~~425 ~~122~~450,~~600~~000 Other Oakmont Corporation Sole GENERAL ELECTRIC Common 369604103 710,~~355~~731 ~~227~~294,000 Other The Cypress Funds LLC Sole HILTON HOTELS CORP Common 432848109 1417,~~376~~519 770,400 Other Oakmont Corporation Sole ~~ICON PLC Sponsored ADR 45103T107 4,668 105,400 Other Oakmont Corporation Sole~~ INCO LTD Common 453258402 78,~~665~~158 221,800 Other The Cypress Funds LLC Sole INTEL CORP Common 458140100 37,~~450~~719 ~~125~~330,000 Other ~~Oakmont Corporation Sole INTERNATIONAL BUSINESS MACHINES Common 459200101 1,975 22,400 Other Oakmont Corporation Sole INTERNATIONAL BUSINESS MACHINES Common 459200101 5,650 64,100 Other~~ The Cypress Funds LLC Sole INTERNATIONAL GAME TECHNOLOGY Common 459902102 15,~~386~~405 35157,~~900~~200 Other Oakmont Corporation Sole INTERNATIONAL GAME TECHNOLOGY Common 459902102 28,~~088~~595 54250,~~100~~000 Other The Cypress Funds LLC Sole INVESTORS FINANCIAL SERVICES CORP Common 461915100 ~~156~~179,~~124~~051 3,582,462 Other Oakmont Corporation Sole INVESTORS FINANCIAL SERVICES CORP Common 461915100 1119,~~985~~867 ~~275~~397,~~000~~500 Other The Cypress Funds LLC Sole ~~LOCKHEED~~MANNKIND ~~MARTIN~~CORPORATION ~~CORP~~ Common ~~539830109~~56400P201 82,~~817~~520 ~~169~~160,~~300~~000 Other Oakmont Corporation Sole MAXIM INTEGRATED PRODUCTS INC Common 57772K101 6,782 160,000 Other The Cypress Funds LLC Sole MCMORAN EXPLORATION CO Common 582411104 ~~371~~6,990 23373,795 Other Oakmont Corporation Sole MCMORAN EXPLORATION CO Common 582411104 210,~~279~~762 ~~146~~575,~~300~~500 Other The Cypress Funds LLC Sole MCMORAN EXPLORATION CO NOTE 6.00% 582411AB0 34,~~735~~153 27,500 Other Oakmont Corporation Sole MICROSOFT ~~CORPORATION~~CORP Common 594918104 117,~~995~~324 ~~420~~274,113 Other Oakmont Corporation Sole MORGAN STANLEY Common 617446448 16,489 297,000 Other Oakmont Corporation Sole ~~ORACLE~~MORGAN ~~CORP~~STANLEY Common ~~68389X105~~617446448 710,~~516~~271 ~~630~~185,000 Other The Cypress Funds LLC Sole PFIZER INC Common 717081103 1,~~597~~802 4667,~~600~~000 Other Oakmont Corporation Sole ~~RIO~~PFIZER ~~TINTO~~INC ~~PLC~~Common ~~Sponsored~~717081103 ~~ADR 767204100 4~~8,~~432~~521 45316,~~200~~900 Other The Cypress Funds LLC Sole ~~SEI~~ROBERT ~~INVESTMENTS~~HALF COINTERNATIONAL INC Common ~~784117103~~770323103 211,~~802~~213 96381,~~500~~000 Other ~~Oakmont~~The ~~Corporation~~Cypress Funds LLC Sole ~~SOUTHWEST~~SEI ~~AIRLINES~~INVESTMENTS CO Common ~~844741108~~784117103 83,~~804~~694 ~~525~~88,~~000~~100 Other ~~The~~Oakmont ~~Cypress~~Corporation ~~Funds LLC~~ Sole STRATUS PROPERTIES INC Common 863167201 1,~~201~~487 92,755 Other Oakmont Corporation Sole SYMANTEC CORP Common 871503108 4,~~816~~366 ~~110~~169,~~000~~500 Other Oakmont Corporation Sole SYMANTEC CORP Common 871503108 6,453 250,500 Other The Cypress Funds LLC Sole SYNTROLEUM CORP Common 871630109 4758,~~672~~629 7,~~201~~301,240 Other Oakmont Corporation Sole ~~TAIWAN~~TELLABS ~~SEMICONDUCTOR~~INC ~~MANUFACTURING~~Common ~~Sponsored~~879664100 ~~ADR 874039100 3~~4,~~453~~982 ~~415~~580,~~528~~000 Other The Cypress Funds LLC Sole TIFFANY & CO Common 886547108 ~~814~~707 22,100 Other Oakmont Corporation Sole ~~UNITED MICRO ELECTRONICS Sponsored ADR 910873207 2,574 597,100 Other The Cypress Funds LLC Sole~~ UNIVISION COMMUNICATIONS INC Common 914906102 9,~~988~~156 312,800 Other Oakmont Corporation Sole UNIVISION COMMUNICATIONS INC Common 914906102 810,~~302~~245 ~~260~~350,000 Other The Cypress Funds LLC Sole VASOGEN INC Common 92232F103 511,~~011~~207 12,~~010~~205,000 Other Oakmont Corporation Sole ~~YORK INTERNATIONAL Common 986670107 7,393 180,000 Other The Cypress Funds LLC Sole ZILOG INC Common 989524301 1,425 130,000 Other The Cypress Funds LLC Sole~~ --------- ~~601~~676,~~447~~772 ---------

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