13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2011 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: Traxis Partners LP Address: 600 Fifth Avenue, 26th Fl New York, NY 10020 Form 13F File Number: 28-10868 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 submission. Persons Signing this Report on Behalf of Reporting Manager: Name: Adam Jaffe Title: Chief Operating Officer Phone: 212 332 5177 Signature, Place, and Date of Signing: /s/ Adam Jaffe New York, New York 2/14/2012 --------------------------------- --------------------------------- ---------- [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: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 109 Form 13F Information Table Value Total: $437,756,845.00 -------------- List of Other Included Managers: Provide a numbered list of the name(s) and 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)~~VALUE PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------ ~~COVIDIEN~~3M ~~PLC~~CO COM ~~G2554F113~~88579Y101 ~~4,626~~2043659 ~~104900~~25005 SH SOLE ~~104900~~ 0 0 ~~SYNERON~~25005 ~~MEDICAL~~ABBOTT ~~LTD~~LABS COM ~~M87245102~~2824100 ~~1,143~~4369690 ~~115300~~77711 SH SOLE ~~115300~~ 0 0 ~~WEATHERFORD~~77711 ~~INTL~~ACCENTURE ~~LTD~~PLC ~~COM~~IRELAND ~~H27013103~~SHS ~~579~~CLASS ~~47445~~A G1151C101 11711 220 SH SOLE 0 0 ~~47445~~220 ~~ABBOTT~~AGILENT ~~LABORATORIES~~TECHNOLOGIES INC COM ~~002824100~~00846U101 ~~3,974~~2609550 ~~77711~~74708 SH SOLE 74708 0 0 ~~77711~~ALTRIA ~~AETNA~~GROUP INC COM ~~00817Y108~~02209S103 ~~2,362~~200731 ~~65000~~6770 SH SOLE ~~65000~~ 0 0 ~~AMARIN~~6770 ~~CORPORATION~~AMAZON ~~PLC~~COM ~~-ADR~~23135106 ~~SPONS~~3162364 ~~ADR~~18269 ~~023111206~~SH ~~1,351~~SOLE ~~146800~~16079 0 2190 AMERIGROUP CORP COM 03073T102 2670770 45206 SH SOLE ~~146800~~45206 0 0 ~~AMAZON.COM~~AMERISOURCEBERGEN ~~INC~~CORP COM ~~023135106~~03073E105 ~~4,747~~2431668 ~~21952~~65385 SH SOLE ~~19762~~65385 0 ~~2190~~0 ~~ANTHERA~~AMYLIN PHARMACEUTICALS INC COM ~~03674U102~~32346108 ~~719~~1593815 ~~150662~~140054 SH SOLE ~~150662~~140054 0 0 ANADARKO PETE CORP COM 32511107 142813 1871 SH SOLE 0 0 1871 APPLE INC COM ~~037833100~~37833100 ~~7,295~~8321535 ~~19130~~20547 SH SOLE ~~9472~~7889 0 ~~9658~~12658 ARIAD PHARMACEUTICALS INC COM 04033A100 ~~1,353~~1260439 ~~153900~~102893 SH SOLE ~~153900~~102893 0 0 ~~BAKER~~AUTOMATIC ~~HUGHES~~DATA ~~INC~~PROCESSING IN COM ~~057224107~~53015103 ~~427~~13503 ~~9258~~250 SH SOLE 0 0 ~~9258~~250 ~~IPATH~~BAKER ~~MSCI~~HUGHES ~~INDIA~~INC ~~INDEX~~COM ~~ETN~~57224107 ~~ETN~~1082629 ~~06739F291~~22258 ~~1,456 27050~~ SH SOLE 0 0 ~~27050~~22258 ~~BAXTER~~BARCLAYS ~~INTERNATIONAL~~BK ~~INC~~PLC ~~COM~~IPMS ~~071813109~~INDIA ~~2,807~~ETN ~~50000~~06739F291 697435 14960 SH SOLE ~~50000~~ 0 0 ~~BIOMARIN~~14960 ~~PHARMACEUTICAL~~BIOGEN IDEC INC COM ~~09061G101~~09062X103 ~~1,912~~2950661 ~~60000~~26812 SH SOLE ~~60000~~26812 0 0 ~~BIOGEN~~BIOMARIN ~~IDEC~~PHARMACEUTICAL INC COM ~~09062X103~~09061G101 ~~2,822~~2346985 ~~30300~~68266 SH SOLE ~~30300~~68266 0 0 ~~BRISTOL-MYERS~~ISHARES ~~SQUIBB~~TR COS&P ~~COM~~100 ~~110122108~~IDX ~~3,173~~FD ~~101100~~464287101 8041230 141000 SH SOLE ~~101100~~ 0 0 ~~BROADCOM~~141000 ~~CORP-CL~~BP APLC CLSPONSORED AADR ~~111320107~~55622104 ~~4,856~~431674 ~~145863~~10100 SH SOLE ~~80977~~0 0 ~~64886~~10100 ~~CVS~~BROADCOM ~~CAREMARK~~ CORP ~~COM~~CL ~~126650100~~A ~~4,316~~111320107 ~~128500~~3379219 115096 SH SOLE ~~128500~~83530 0 031566 CARDINAL HEALTH INC COM 14149Y108 ~~4,188~~3037425 ~~100000~~74795 SH SOLE ~~100000~~74795 0 0 CAREFUSION CORP COM 14170T101 ~~2,874~~1732860 ~~120000~~68196 SH SOLE ~~120000~~68196 0 0 CATERPILLAR INC DEL COM 149123101 ~~5,650~~6932259 76515 SH SOLE 0 0 76515 CHEVRON CORP NEW COM 166764100 ~~590~~678300 6375 SH SOLE 0 0 6375 ~~CHINA~~CISCO ~~MEDICAL~~SYS ~~TECH-SPON~~INC ~~ADR~~COM ~~SPONS~~17275R102 ~~ADR~~7760750 ~~169483104~~429245 ~~1,095 219000~~ SH SOLE ~~219000~~ 0 0 ~~CISCO~~429245 ~~SYSTEMS~~CITIGROUP INC COM ~~17275R102~~172967424 ~~2,280~~57619 ~~147115~~2190 SH SOLE 0 0 ~~147115~~2190 ~~CITIGROUP~~COCA ~~INC~~COLA CO COM ~~172967424~~191216100 ~~541~~407925 ~~21140~~5830 SH SOLE 0 0 ~~21140~~5830 ~~COCA-COLA~~COVIDIEN ~~CO/THE~~PLC ~~COM~~SHS ~~191216100~~G2554F113 ~~394~~1604471 ~~5830~~35647 SH SOLE 35647 0 0 ~~5830~~CVS ~~COVANCE~~CAREMARK ~~INC~~CORPORATION COM ~~222816100~~126650100 ~~1,364~~4027800 ~~30000~~98769 SH SOLE ~~30000~~98769 0 0 DAVITA INC COM 23918K108 ~~3,134~~1372919 ~~50000~~18110 SH SOLE ~~50000~~18110 0 0 DEERE & CO COM 244199105 ~~1,895~~2920195 ~~29353~~37753 SH SOLE 0 0 ~~29353~~37753 DENDREON CORP COM 24823Q107 ~~1,877~~1541257 ~~208500~~202797 SH SOLE ~~208500~~202797 0 0 DU PONT (E. I.) DE NEMOURS & CO COM 263534109 ~~15,207~~17417321 380457 SH SOLE 0 0 380457 ~~EMC~~E M C CORP/ MASS COM 268648102 ~~5,400~~5394564 ~~257248~~250444 SH SOLE ~~124288~~117194 0 ~~132960~~133250 ~~EXXON~~LAUDER ~~MOBIL~~ESTEE ~~CORP~~COS ~~COM~~INC ~~30231G102~~CL ~~3,828~~A ~~52700~~518439104 2205291 39268 SH SOLE 0 0 ~~52700~~39268 ~~FREEPORT-MCMORAN~~EXPRESS ~~COPPER~~SCRIPTS INC COM ~~35671D857~~302182100 ~~318~~2018871 ~~10440~~45175 SH SOLE 45175 0 0 ~~10440~~EXXON ~~GAFISA~~MOBIL SACORP COM 30231G102 4466852 52700 SH SOLE 0 0 52700 FREEPORT-~~ADR~~MCMORAN ~~SPONS~~COPPER ~~ADR~~& ~~362607301~~GO ~~998~~COM ~~173000~~35671D857 586433 15940 SH SOLE ~~173000~~ 0 0 15940 GENERAL ELECTRIC CO COM 369604103 ~~515~~605537 33810 SH SOLE 0 0 33810 GILEAD SCIENCES INC COM 375558103 ~~2,723~~2189141 ~~70180~~53485 SH SOLE ~~70000~~53305 0 180 GOOGLE INC~~-CL~~ A CL A 38259P508 ~~5,127~~7236664 ~~9967~~11204 SH SOLE ~~5675~~4912 0 ~~4292~~6292 HCA HOLDINGS INC COM 40412C101 ~~4,032~~4118751 ~~200000~~186961 SH SOLE ~~200000~~186961 0 0 HEARTWARE ~~INTERNATIONAL~~INTL INC COM 422368100 ~~1,610~~1251246 ~~25000~~18134 SH SOLE ~~25000~~18134 0 0 ~~HILL-ROM~~HEWLETT ~~HOLDINGS~~PACKARD ~~INC~~CO COM ~~431475102~~428236103 ~~3,002~~19320 ~~100000~~750 SH SOLE ~~100000~~ 0 0 ~~HUMANA~~750 HILL ROM HLDGS INC COM ~~444859102~~431475102 ~~4,633~~1829771 ~~63700~~54312 SH SOLE ~~63700~~54312 0 0 ~~HUMAN~~HOSPIRA ~~GENOME SCIENCES~~ INC COM ~~444903108~~441060100 ~~1,674~~2744415 ~~131900~~90366 SH SOLE ~~131900~~90366 0 0 ~~ICON~~HUMANA ~~PLC~~INC -COM ~~SPONSORED~~444859102 ~~ADR~~4095855 ~~SPONS~~46751 ~~ADR 45103T107 1,126 70000~~ SH SOLE ~~70000~~46751 0 0 ~~INCYTE~~SELECT ~~CORP~~SECTOR ~~COM~~SPDR ~~45337C102~~TR ~~1,037~~SBI ~~74250~~INT-INDS 81369Y704 19181171 568331 SH SOLE ~~74250~~568331 0 0 INSULET CORP COM 45784P101 ~~1,111~~1185650 ~~72800~~62966 SH SOLE ~~72800~~62966 0 0 ~~INTL~~INTERNATIONAL BUSINESS ~~MACHINES~~MACHS ~~CORP~~ COM 459200101 ~~1,318~~1385720 7536 SH SOLE 0 0 7536 ISHARES ~~MSCI~~TR ~~TAIWAN~~FTSE ~~INDEX~~CHINA25 FDIDX ~~MSCI~~464287184 ~~TAIWAN~~14289029 ~~464286731~~409780 ~~4,955 419550~~ SH SOLE ~~419550~~242775 0 0167005 ISHARES ~~MSCI~~TR ~~SOUTH KOREA IND~~ MSCI SACJPN ~~KOREA~~IDX ~~464286772~~464288182 ~~4,117~~9198416 ~~88400~~184337 SH SOLE ~~88400~~182877 0 01460 ISHARES ~~MSCI~~INC ~~JAPAN INDEX FD~~ MSCI ~~JAPAN~~BRAZIL ~~464286848~~464286400 ~~12,416~~4034517 ~~1312500~~70300 SH SOLE ~~1312500~~70300 0 0 ISHARES ~~S&P~~TR ~~100~~MSCI ~~INDEX~~EMERG ~~FUND~~MKT ~~S&P~~464287234 ~~100~~9943126 ~~IDX~~262075 ~~FD 464287101 7,252 141000~~ SH SOLE 0211000 0 ~~141000~~51075 ISHARES ~~FTSE~~INC ~~CHINA~~MSCI 25JAPAN ~~INDEX~~464286848 ~~FTSE~~10323488 ~~CHINA25~~1133204 ~~IDX 464287184 4,534 147055~~ SH SOLE 1133204 0 0 ~~147055~~ ISHARES ~~MSCI~~INC ~~EMERGING MKT IN~~ MSCI ~~EMERG~~S ~~MKT~~KOREA ~~464287234~~464286772 ~~40,425~~3966429 ~~1152695~~75898 SH SOLE ~~1067000~~75898 0 ~~85695 ISHARES RUSSELL 2000 RUSSELL 2000 464287655 13,122 204230 SH SOLE 191300~~ 0 ~~12930~~ ISHARES ~~MSCI~~INC ~~ASIA EX-JAPAN~~ MSCI ~~ACJPN~~TAIWAN ~~IDX~~464286731 ~~464288182~~12190321 ~~13,342~~1041018 ~~286060~~ SH SOLE ~~211800~~1041018 0 ~~74260~~0 ~~JPMORGAN~~ISHARES ~~CHASE~~TR &RUSSELL CO2000 ~~COM~~464287655 ~~46625H100~~18003867 ~~615~~244319 ~~20409~~ SH SOLE 0235029 0 ~~20409~~9290 JOHNSON & JOHNSON COM 478160104 ~~11,247~~12717274 ~~176586~~193920 SH SOLE 037334 0 ~~176586~~156586 ~~JUNIPER~~JPMORGAN ~~NETWORKS~~CHASE ~~INC~~& ~~COM~~CO ~~48203R104 1,384 80203 SH SOLE 79213 0 990 ESTEE LAUDER COMPANIES-CL A CL A 518439104 1,725 19634 SH SOLE 0 0 19634 MCDONALD'S CORP~~ COM ~~580135101~~46625H100 ~~3,061~~878099 ~~34855~~26409 SH SOLE 0 0 ~~34855~~26409

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