13F-HR 1 d13fhr.txt 13F HOLDINGS REPORT FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 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: Peter Homans Address: One International Place 29th Floor Boston, Massachusetts 02110 Form 13F File Number: 28-06051 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: Reporting Manager: Peter Homans Title: Institutional Manager Phone: (617) 856-8948 Signature, Place, and Date of Signing: /s/ Peter Homans ------------------------------------ (Signature) Boston, Massachusetts ------------------------------------ (City, State) July 13, 2004 ------------------------------------ (Date) Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 12 Form 13F Information Table Value Total: $5,897 (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 2 FORM 13F Name of Reporting Manager Peter Homans

~~-----------------------------------------------------------------------------------------------------~~ Item 5: Item 1: Item 2: Item 3: Item 4: Shares or PRN Amt. -------------------------------- ----------- ----------- ------------ ------------------------~~-----------~~ Title of CUSIP Fair Market Name of Issuer ~~Title of~~ Class ~~nummber~~number ~~Fair Market~~ Value ~~(x $1000)~~ SH or PRN Put/Call -------------------------------- ----------- ----------- ------------ ----------- ---------~~---------------~~ ~~ALKERMES INC COMM 01642T108 675 50,000 SH~~ ANDREW CORP COMM 034425108 ~~695~~0 ~~60,000~~10 SHBUSINESS ~~BIOGEN~~OBJECTS ~~IDEC~~SA ~~INC~~ADR COMM ~~09062X103~~12328X107 1 2130 SHCABOT ~~BROADCOM~~MICROELECTRONICS CORP COMM ~~111320107~~12709P103 ~~851~~918 2530,000 SHCISCO ~~BIOSITE~~SYSTEMS ~~DIAGNOSTICS~~ INC. COMM ~~090945106~~17275R102 ~~1,300~~711 4430,~~900~~000 SH***GARMIN ~~BOSTON~~LTD ~~SCIENTIFIC CORP~~ COMM ~~101137107~~G37260109 ~~735~~371 2010,000 SHKYPHON ~~CREE RESEARCH~~ INC COMM ~~225447101~~501577100 0282 10 ~~SH EXPRESS SCRIPTS INC-CL A COMM 302182100 996 15~~,000 SHMICRON ~~GRAY~~TECHNOLOGY COMMUNICATIONS SYSTEMS COMM 389375106 756 50,000 SH GENITOPE CORP COMM 37229P507 261 33,400 SH DOT HILL SYS CORP COMM 25848T109 455 30,000 SH HYPERION SOLUTIONS CORP COMM 44914M104 2,110 70,000 SH INVACARE CORP COMM 461203101 2 50 SH KEMET CORP COMM 488360108 274 20,000 SH MAGMA DESIGN AUTOMATION INC COMM ~~559181102~~595112103 ~~467~~536 2035,000 SHNETFLIX ~~MRO~~COM ~~SOFTWARE~~ INC COMM ~~55347W105~~64110L106 ~~270~~360 2010,000 SHOPSWARE ~~NETEGRITY~~ INC COMM ~~64110P107~~68383A101 ~~406~~317 40,000 ~~SH NETGEAR INC COMM 64111Q104 16 1,000 SH~~ OMNIVISION TECHNOLOGIES INC COMM 682128103 7132 ~~130 SH SAPIENT CORP COMM 803062108 282 50~~8,~~000~~260 SHSILICON ~~SEEBEYOND~~LABORATORIES ~~TECHNOLOGIES~~INC ~~CORP~~ COMM ~~815704101~~826919102 ~~343~~0 ~~80,000~~10 SHSEMICONDUCTOR ~~SANDISK~~HOLDRS ~~CORP~~TR ~~COMM~~DEP ~~80004C101~~RPCT ~~7,344~~816636203 ~~120~~2,~~000~~270 ~~SH TERADYNE INC COMM 880770102 764 30~~60,000 ~~SH UNITED SURGICAL PARTNERS INTL COMM 913016309 569 17~~5,~~000~~897 ~~SH XILINX INC. COMM 983919101 0 10 SH 19~~233,~~579~~310 ~~------------------------------------------------------------------------------------------------------------------------------------~~ Item 1: Item ~~2: Item~~ 6: Investment Discretion Item 7: Item 8: -------------------------------- ---------------------------------------------------- ---------- ------------------------------~~--------~~ (~~a) (~~b) Shared - -Defined ~~(c)~~Another ~~(a)~~Person ~~(b)~~Other (c) Other Name of Issuer ~~Title~~(a) ~~of Class~~ Sole ~~Another mnger~~Mnger. / ~~Person Other~~ Than Manager Shared-Other ~~Other~~ Managers (a) Sole (b) Shared (c) None -------------------------------- ---------------------------------------------------- ---------- ------------------------------~~--------~~ ~~ALKERMES INC COMM X none 50,000~~ ANDREW CORP ~~COMM~~ X none ~~60,000~~10 ~~BIOGEN~~BUSINESS ~~IDEC~~OBJECTS ~~INC~~SA ~~COMM~~ADR X none 2130 ~~BROADCOM~~CABOT ~~CORP~~MICROELECTRONICS ~~COMM X none 25,000 BIOSITE DIAGNOSTICS INC COMM X none 44,900 BOSTON SCIENTIFIC~~ CORP ~~COMM~~ X none 2030,000 ~~CREE~~CISCO ~~RESEARCH~~SYSTEMS INC. ~~COMM~~ X none ~~10 EXPRESS SCRIPTS INC-CL A COMM X none 15,000 GRAY COMMUNICATIONS SYSTEMS COMM X none 50,000 GENITOPE CORP COMM X none 33,400 DOT HILL SYS CORP COMM X none~~ 30,000 ~~HYPERION~~***GARMIN ~~SOLUTIONS~~LTD ~~CORP COMM~~ X none 7010,000 ~~INVACARE~~KYPHON ~~CORP~~INC ~~COMM~~ X none ~~50 KEMET CORP COMM X none 20~~10,000 ~~MAGMA~~MICRON ~~DESIGN~~TECHNOLOGY ~~AUTOMATION~~ INC ~~COMM~~ X none 2035,000 ~~MRO~~NETFLIX ~~SOFTWARE~~COM INC ~~COMM~~ X none 2010,000 ~~NETEGRITY~~OPSWARE INC ~~COMM~~ X none 40,000 ~~NETGEAR INC COMM X none 1,000~~ OMNIVISION TECHNOLOGIES INC ~~COMM~~ X none ~~130 SAPIENT CORP COMM X none 50~~8,~~000~~260 ~~SEEBEYOND~~SILICON ~~TECHNOLOGIES~~LABORATORIES ~~CORP COMM X none 80,000 SANDISK CORP COMM X none 120,000 TERADYNE~~ INC ~~COMM~~ X none ~~30,000~~10 ~~UNITED~~SEMICONDUCTOR ~~SURGICAL~~HOLDRS ~~PARTNERS~~TR ~~INTL COMM~~ X none 1760,000 ~~XILINX INC. COMM X none 10~~233,310

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