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: 6/30/2012 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: 4 Greenwich Office Park, 2nd Fl Greenwich, CT 06831 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: 203 769 8677 Signature, Place, and Date of Signing: /s/ Adam Jaffe Greenwich, Connecticut 8/9/2012 --------------------------------- --------------------------------- ---------- [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: 105 Form 13F Information Table Value Total: $ 508,026 -------------- (In Thousands) 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) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------ ~~SPDR~~ELAN ~~S&P~~PLC ~~500~~CALL ~~ETF~~CALL TR284131908 ~~PUT~~6726.0 ~~78462F953~~46100 ~~108 100000~~ SH ~~PUT~~CALL SOLE ~~100000~~46100 0 0 COVIDIEN PLC SHS G2554F113 ~~4101~~5350.0 ~~75000~~100000 SH SOLE ~~75000~~100000 0 0 WEATHERFORD INTL LTD ~~REG~~ SHS H27013103 ~~678~~567.0 44895 SH SOLE 0 0 44895 ABBOTT ~~LABS~~LABORATORIES COM 002824100 ~~5437~~5719.2 88711 SH SOLE 0 0 88711 AETNA INC COM 00817Y108 1938.5 50000 SH SOLE 50000 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 ~~2226~~3727.8 ~~50000~~95000 SH SOLE ~~50000~~95000 0 0 ALTRIA GROUP INC COM 02209S103 ~~209~~233.9 6770 SH SOLE 0 0 6770 AMAZON .COM INC COM 023135106 ~~4515~~2861.9 ~~22295~~12533 SH SOLE ~~20105~~10343 0 2190 AMERISOURCEBERGEN CORP COM 03073E105 ~~4478~~4196.7 ~~112900~~106650 SH SOLE ~~112900~~106650 0 0 AMERIGROUP CORP COM 03073T102 ~~4710 70000 SH SOLE 70000~~ 6591.0 0100000 ~~AMYLIN PHARMACEUTICALS INC COM 032346108 1872 75000~~ SH SOLE ~~75000~~100000 0 0 APPLE INC COM 037833100 ~~13208~~10210.1 ~~22030~~17483 SH SOLE ~~9372~~4825 0 12658 BP PLC-SPONS ~~SPONSORED~~ADR ADR 055622104 ~~455~~409.5 10100 SH SOLE 0 0 10100 BAKER HUGHES INC COM 057224107 ~~934~~914.8 22258 SH SOLE 0 0 22258 ~~BARCLAYS~~IPATH BKMSCI ~~PLC~~INDIA ~~IPMS~~INDEX ~~INDIA~~ETN ETN 06739F291 ~~1409~~1287.2 24960 SH SOLE 0 0 24960 ~~BAXTER INTL INC COM 071813109 1196 20000 SH SOLE 20000 0 0 BECTON DICKINSON & CO COM 075887109 1941 25000 SH SOLE 25000 0 0~~ BIOMARIN PHARMACEUTICAL INC COM 09061G101 ~~2740~~3166.4 80000 SH SOLE 80000 0 0 ~~BIOGEN IDEC INC COM 09062X103 3780 30000 SH SOLE 30000 0 0~~ BROADCOM CORP-CL CA CL A 111320107 ~~5914~~3397.3 ~~150477~~100513 SH SOLE ~~102911~~52947 0 47566 CVS CAREMARK ~~CORPORATION~~CORP COM 126650100 ~~2688~~2102.9 ~~60000~~45000 SH SOLE ~~60000~~45000 0 0 CARDINAL HEALTH INC COM 14149Y108 ~~3664~~4410.0 ~~85000~~105000 SH SOLE ~~85000~~105000 0 0 CAREFUSION CORP COM 14170T101 ~~3241~~3135.5 ~~125000~~122100 SH SOLE ~~125000~~122100 0 0 CATALYST HEALTH SOLUTIONS IN COM 14888B103 ~~2272~~3270.4 ~~35650~~35000 SH SOLE ~~35650~~35000 0 0 CATERPILLAR INC ~~DEL~~ COM 149123101 ~~8683~~6921.4 81515 SH SOLE 0 0 81515 ~~CENTENE~~CELGENE CORP ~~DEL~~COM 151020104 2566.4 40000 SH SOLE 40000 0 0 CENTENE CORP COM 15135B101 ~~2938~~2714.4 ~~60000~~90000 SH SOLE ~~60000~~90000 0 0 CHEVRON CORP ~~NEW~~ COM 166764100 ~~683~~672.6 6375 SH SOLE 0 0 6375 CISCO ~~SYS~~SYSTEMS INC COM 17275R102 ~~10284~~7146.9 ~~486245~~416245 SH SOLE 0 0 ~~486245~~416245 COCA -COLA CO/THE COM 191216100 ~~431~~455.8 5830 SH SOLE 0 0 5830 ~~COVENTRY~~DEERE ~~HEALTH~~& ~~CARE~~CO ~~INC~~ COM ~~222862104~~244199105 ~~3023~~3457.4 ~~85000~~42753 SH SOLE ~~85000~~ 0 0 ~~DEERE~~42753 &DESARROLLADORA COHOMEX-ADR ~~COM~~ADR ~~244199105~~25030W100 ~~3459~~585.2 ~~42753~~38000 SH SOLE 38000 0 0 ~~42753~~ DU PONT (E .I.) DE NEMOURS ~~& CO~~ COM 263534109 ~~20126~~19239.7 380457 SH SOLE 0 0 380457 EEMC ~~M C~~ CORP/MA ~~MASS~~ COM 268648102 ~~8342~~5349.6 ~~279184~~208725 SH SOLE ~~145034~~74575 0 134150 ELAN CORP PLC -SPONS ADR ADR 284131208 ~~1876~~1459.0 ~~125000~~100000 SH SOLE ~~125000~~100000 0 0 EXPRESS SCRIPTS ~~INC~~HOLDING CO COM 302182100 ~~4605~~5024.7 ~~85000~~90000 SH SOLE ~~85000~~90000 0 0 ~~EXXON MOBIL CORP COM 30231G102 7303 84200 SH SOLE 0 0 84200~~ FREEPORT-MCMORAN COPPER ~~& GO~~ COM 35671D857 ~~606~~543.1 15940 SH SOLE 0 0 15940 GENERAL ELECTRIC CO COM 369604103 ~~689~~715.0 34310 SH SOLE 0 0 34310 ~~GILEAD SCIENCES INC COM 375558103 1963 40180 SH SOLE 40000 0 180~~ GOOGLE INC-CL CA CL A 38259P508 ~~7982~~5491.5 ~~12447~~9467 SH SOLE ~~6155~~3175 0 6292 HCA HOLDINGS INC COM 40412C101 ~~3711~~6846.8 ~~150000~~225000 SH SOLE ~~150000~~225000 0 0 HEALTH MGMT ~~ASSOC~~ASSOCIATES INC-A ~~NEW~~ CL A 421933102 ~~2016~~3336.3 ~~300000~~425000 SH SOLE ~~300000~~425000 0 0 HEALTH NET INC COM 42222G108 3397.8 140000 SH SOLE 140000 0 0 HEARTWARE ~~INTL~~INTERNATIONAL INC COM 422368100 ~~985~~1776.0 ~~15000~~20000 SH SOLE ~~15000~~20000 0 0 HOSPIRA INC COM 441060100 ~~1870~~2448.6 ~~50000~~70000 SH SOLE ~~50000~~70000 0 0 HUMANA INC COM 444859102 ~~3699~~3872.0 ~~40000~~50000 SH SOLE ~~40000~~50000 0 0 ~~ILLUMINA~~INCYTE ~~INC~~CORP COM ~~452327109~~45337C102 ~~2031~~1135.0 ~~38600~~50000 SH SOLE ~~38600~~50000 0 0 INSULET CORP COM 45784P101 ~~1053~~940.3 ~~55000~~44000 SH SOLE ~~55000~~44000 0 0 ~~INTERNATIONAL~~INTERMUNE INC COM 45884X103 1195.0 100000 SH SOLE 100000 0 0 INTL BUSINESS ~~MACHS~~MACHINES CORP COM 459200101 ~~1572~~1473.9 7536 SH SOLE 0 0 7536 ISHARES ~~INC~~MSCI BRAZIL MSCI ~~TAIWAN~~BRAZIL ~~464286731~~464286400 ~~20275~~16754.6 ~~1509650~~324074 SH SOLE ~~1509650~~324074 0 0 ISHARES ~~INC~~MSCI SOUTH KOREA IND MSCI S KOREA 464286772 ~~3906~~12003.4 ~~65598~~219000 SH SOLE ~~65598~~219000 0 0 ISHARES TRS&P 100 INDEX FUND S&P 100 IDX FD 464287101 ~~9030~~8808.3 141000 SH SOLE 0 0 141000 ISHARES TRFTSE CHINA 25 INDEX FTSE CHINA25 IDX 464287184 ~~41457~~41400.8 ~~1131780~~1229605 SH SOLE ~~735775~~823600 0 ~~396005~~406005 ISHARES TRMSCI EMERGING MKT IN MSCI EMERG MKT 464287234 ~~17351~~54594.6 ~~404075~~1393075 SH SOLE ~~353000~~1342000 0 51075 ISHARES TRRUSSELL 2000 RUSSELL 2000 464287655 ~~19593~~20748.0 ~~236490~~260490 SH SOLE ~~225700~~249700 0 10790 ~~ISHARES TR MSCI JAPAN 464288182 9784 173360 SH SOLE 171900 0 1460~~ JPMORGAN CHASE & CO COM 46625H100 ~~1582~~1229.4 34409 SH SOLE 0 0 34409 JOHNSON & JOHNSON COM 478160104 ~~11219~~9464.2 ~~170086~~140086 SH SOLE 0 0 ~~170086~~140086 JUNIPER NETWORKS INC COM 48203R104 ~~3158~~1160.4 ~~138007~~71148 SH SOLE ~~138007~~71148 0 0 ~~LAUDER~~ ESTEE ~~COS~~LAUDER ~~INC~~COMPANIES-CL LA CL A 518439104 ~~3648~~3187.8 58902 SH SOLE 0 0 58902 MARKET VECTORS ~~ETF~~OIL TRSERVICE E OIL SERVICE ETF 57060U191 ~~17406~~8208.4 ~~428514~~230314 SH SOLE ~~428514~~230314 0 0 ~~MARKET~~MCDONALD'S ~~VECTORS~~CORP ~~ETF~~COM TR580135101 ~~RUSSIA~~3085.7 ~~ETF~~34855 ~~57060U506~~SH ~~11704~~SOLE ~~379000~~0 0 34855 MCKESSON CORP COM 58155Q103 2812.5 30000 SH SOLE ~~379000~~30000 0 0 MEDIVATION INC COM 58501N101 2742.0 30000 SH SOLE 30000 0 0 MERCK & CO. INC. COM 58933Y105 3689.9 88382 SH SOLE 0 0 88382

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 ---------------------------- ---------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------ MCDONALDS CORP COM 580135101 3419 34855 SH SOLE 0 0 34855 MCKESSON CORP COM 58155Q103 1755 20000 SH SOLE 20000 0 0 MEDIVATION INC COM 58501N101 2989 40000 SH SOLE 40000 0 0 MERCK & CO INC NEW COM 58933Y105 3018 78602 SH SOLE 0 0 78602 METLIFE INC COM 59156R108 ~~4885~~4035.2 130800 SH SOLE 0 0 130800 MICROSOFT CORP COM 594918104 ~~2515~~2385.2 77973 SH SOLE 0 0 77973 MOLINA HEALTHCARE INC COM 60855R100 ~~2690~~2580.6 ~~80000~~110000 SH SOLE ~~80000~~110000 0 0 MORGAN STANLEY ~~COM~~ NEW 617446448 ~~4186~~2307.3 ~~213143~~158143 SH SOLE 0 0 ~~213143~~158143 ~~MYLAN~~NETAPP INC COM ~~628530107~~64110D104 ~~2931~~1443.8 ~~125000~~45375 SH SOLE ~~125000~~45375 0 0 ~~NETAPP~~NEWMONT ~~INC~~MINING CORP COM ~~64110D104~~651639106 ~~3943~~218.3 ~~88075~~4500 SH SOLE ~~88075~~ 0 0 ~~NEWMONT~~4500 ~~MINING~~NXSTAGE ~~CORP~~MEDICAL INC COM ~~651639106~~67072V103 ~~231~~1257.0 ~~4500~~75000 SH SOLE 75000 0 0 ~~4500~~ ONYX PHARMACEUTICALS INC COM 683399109 ~~2826~~1329.0 ~~75000~~20000 SH SOLE ~~75000~~20000 0 0 PARKER HANNIFIN CORP COM 701094104 ~~1774~~1613.5 20987 SH SOLE 0 0 20987 PEPSICO INC COM 713448108 ~~2328~~2478.8 35080 SH SOLE 0 0 35080 PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 3566.3 190000 SH SOLE 190000 0 0 PFIZER INC COM 717081103 ~~4920~~1307.0 ~~217335~~56825 SH SOLE ~~160000~~0 0 ~~57335~~56825 PHILIP MORRIS ~~INTL~~INTERNATIONAL ~~INC~~ COM 718172109 ~~5484~~5400.5 61890 SH SOLE 0 0 61890 PLUM CREEK TIMBER CO ~~INC~~ COM 729251108 ~~1541~~1472.5 37090 SH SOLE 0 0 37090 POTASH CORP ~~SASK~~OF ~~INC~~SASKATCHEWAN COM 73755L107 ~~7511~~8877.8 ~~164400~~203200 SH SOLE 0 0 ~~164400~~203200 POWERSHARES QQQ ~~TRUST~~NASDAQ 100 UNIT SER 1 73935A104 ~~26925~~2765.3 ~~398600~~43100 SH SOLE ~~355500~~0 0 43100 PROCTER & GAMBLE CO/THE COM 742718109 ~~6934~~6301.6 ~~103164~~102884 SH SOLE 0 0 ~~103164~~102884 QUALCOMM INC COM 747525103 ~~14500~~11231.1 ~~213169~~201708 SH SOLE ~~64749~~33288 0 ~~148420~~168420 QUALITY ~~SYS~~SYSTEMS INC COM 747582104 ~~1531~~2063.3 ~~35000~~75000 SH SOLE ~~35000~~75000 0 0 STQUEST ~~JUDE~~DIAGNOSTICS ~~MED~~ INC COM ~~790849103~~74834L100 ~~3323~~2396.0 ~~75000~~40000 SH SOLE ~~75000~~40000 0 0 ~~SANDISK~~ST ~~CORP~~JUDE MEDICAL INC COM ~~80004C101~~790849103 ~~6918~~3683.7 ~~139500~~92300 SH SOLE 92300 0 0 ~~139500~~ SCHLUMBERGER LTD COM 806857108 ~~9124~~4724.0 ~~130477~~72777 SH SOLE 0 0 ~~130477~~72777 INDUSTRIAL SELECT ~~SECTOR~~SECT SPDR TR SBI INT -~~FINL~~ INDS 81369Y704 ~~20585~~14617.6 ~~550100~~409800 SH SOLE ~~550100~~409800 0 0 ~~TEXAS~~SHIRE ~~INSTRS~~PLC-ADR ~~INC~~ADR 82481R106 1727.8 20000 SH SOLE 20000 0 0 STRYKER CORP COM ~~882508104~~863667101 ~~1681~~1653.0 ~~50000~~30000 SH SOLE 30000 0 0 ~~50000~~TEVA ~~THOMAS~~PHARMACEUTICAL-SP &ADR ~~BETTS~~ADR ~~CORP~~881624209 2760.8 70000 SH SOLE 70000 0 0 TEXAS INSTRUMENTS INC COM ~~884315102~~882508104 ~~921~~1721.4 ~~12805~~60000 SH SOLE 0 0 ~~12805~~60000 3M CO COM 88579Y101 ~~3747~~3763.6 42005 SH SOLE 0 0 42005 UNILEVER N V N-NY YSHARES ~~SHS~~ NEW 904784709 ~~6799~~6663.3 199800 SH SOLE 0 0 199800 UNION ~~PAC~~PACIFIC CORP COM 907818108 ~~1198~~1330.3 11150 SH SOLE 0 0 11150 UNITED ~~TECHNOLOGIES~~CONTINENTAL ~~CORP~~HOLDINGS COM ~~913017109~~910047109 ~~3097~~220.7 ~~37335~~9070 SH SOLE 0 0 ~~37335~~9070 ~~UNITEDHEALTH~~UNITED ~~GROUP~~TECHNOLOGIES ~~INC~~CORP COM ~~91324P102~~913017109 ~~4421~~2819.9 ~~75000~~37335 SH SOLE ~~75000~~ 0 0 37335 UNIVERSAL ~~HLTH~~HEALTH ~~SVCS~~SERVICES-B ~~INC C~~ CL B 913903100 ~~1257~~5826.6 ~~30000~~135000 SH SOLE ~~30000~~135000 0 0 ~~VANGUARD~~VALE ~~HEALTH~~SA-SP ~~SYS~~ADR ~~INC~~ADR ~~COM~~91912E105 ~~922036207~~3275.3 ~~1009~~165000 ~~102323~~ SH SOLE ~~102323~~165000 0 0 VARIAN ~~MED~~MEDICAL ~~SYS~~SYSTEMS INC COM 92220P105 ~~2476~~1215.4 ~~35900~~20000 SH SOLE ~~35900~~20000 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 ~~3076~~1677.6 ~~75000~~30000 SH SOLE ~~75000~~30000 0 0 VMWARE INC-CLASS CL A COM 928563402 ~~15373~~10637.9 ~~136803~~116849 SH SOLE ~~41111~~21157 0 95692 WAL -MART STORES INC COM 931142103 ~~1339~~1525.3 21878 SH SOLE 0 0 21878 ~~WATERS~~WALGREEN ~~CORP~~CO COM ~~941848103~~931422109 ~~1390~~2662.2 ~~15000~~90000 SH SOLE ~~15000~~90000 0 0 WATSON PHARMACEUTICALS INC COM 942683103 4439.4 60000 SH SOLE 60000 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 ~~4313~~6360.0 ~~60000~~120000 SH SOLE ~~60000~~120000 0 0 WELLPOINT INC COM 94973V107 ~~538~~465.0 7290 SH SOLE 0 0 7290 WILLIAMS COS INC ~~DEL~~ COM 969457100 ~~6686~~3948.3 ~~217000~~137000 SH SOLE 0 0 ~~217000~~137000 WPX ENERGY INC COM 98212B103 ~~684~~614.8 37998 SH SOLE 0 0 37998 ZIMMER HOLDINGS INC COM 98956P102 5792.4 90000 SH SOLE 90000 0 0

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