13F-HR 1 d13fhr.txt FORM 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: Javelin Opportunities LP Address: 7674 W. Lake Mead Blvd Suite 230 Las Vegas, NV 89128 Form 13F File Number: 28- 10651 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: Thomas C. Barrow Title: Managing Member of the GP Phone: (702) 944-1067 Signature, Place, and Date of Signing: ~~/s/ Thomas C. Barrow Las Vegas, NV 1/20/2005 --------------------- -------------- --------- [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).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 60 Form 13F Information Table Value Total: $175,773 (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.

~~COLUMN~~No. 1Form ~~COLUMN~~13F 2File ~~COLUMN~~Number 3Name ~~COLUMN~~1 ~~4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8~~ 28-~~----------------------~~ ~~--------~~Javelin ~~---------~~Opportunities ~~--------~~Fund ~~---------------------~~Offshore, ---------- -------- ------------------------ VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ------------------------ NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------- -------- --------- -------- -------- --- ---- ---------- -------- -------- ------ ---- ADC Telecommunications OTC IS 000886101 1740 961300 SH SOLE 961300 Alliance Gaming Corp OTC IS 01859P609 4441 294900 SH SOLE 294900 Alcatel Alsthom OPTION 0139044XD 634 76900 PUT SOLE 76900 Ambassadors International OTC IS 023178106 4559 363300 SH SOLE 363300 Angiotech Pharmaceuticals OTC IS 034918102 2027 100000 SH SOLE 100000 Autozone Inc OPTION 0533324XS 541 30500 PUT SOLE 30500 Beauty China Holdings Ltd. ~~FOREIGN~~2 ~~6713733 1797 5219000 SH SOLE 5219000 Benihana Natl Corp OTC IS 082047101 2129 155550 SH SOLE 155550 Berkshire Hathaway Inc~~28-DE ~~COM~~Javelin ~~084670108~~Partners 7452 86 SH SOLE 86 Boston Scientific Corp COM 101137107 2781 70000 SH SOLE 70000 Calpine Corp OPTION 1313476AA 293 900000 CALL SOLE 900000 Cathay Bancorp Inc OTC IS 149150104 8159 219400 SH SOLE 219400 Cherokee Inc New OTC IS 16444H102 12875 539600 SH SOLE 539600LP

2 FORM 13F INFORMATION TABLE

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- --------------- -------- -~~--------~~ -------- -----------------~~----~~ ---------- -------- --------------------~~----~~ VOTING AUTHORITY ~~TITLE OF~~ VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------~~----~~ NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- --------- -----~~---~~ --------- -------- -------- --- ---- ---------- -------- -------- ------ ---- ~~China~~Alloy ~~Pete~~Inc........ &OTC ~~Chem~~IS ~~Corp~~019855105 ~~ADR~~890 ~~COM~~110300 ~~16941R108 1712 41700~~ SH SOLE ~~41700~~110300 ~~Computer~~Ambassadors ~~Associates~~International.. ~~OPTION~~OTC ~~2049124WG~~IS ~~2141~~023178106 ~~340000~~3403 ~~PUT~~216360 SH SOLE ~~340000~~216360 ***ConsolidatedArchipelago ~~Water~~Hldgs CoLLC............ ~~Inc~~COM ~~OTC~~03957A104 IS1995 ~~G23773107~~95100 ~~7906 334300~~ SH SOLE ~~334300~~95100 ~~Design~~Autozone ~~Within Reach~~ Inc..... ~~OTC~~OPTION IS0533325OP ~~250557105~~18 ~~5877~~29000 ~~341900~~PUT SH SOLE ~~341900~~2900 ~~Dickson~~Beauty ~~Concept~~China ~~Intl~~Holdings ~~Ltd~~Ltc... FOREIGN ~~6266851~~6713733 ~~1171~~4499 ~~1201550~~11560000 SH SOLE ~~1201550~~11560000 ~~Draxis~~Benihana ~~Health~~Natl ~~Inc~~Corp........... OTC IS ~~26150J101~~082047101 ~~5059~~1610 ~~1055300~~98776 SH SOLE ~~1055300~~98776 ~~Health~~Berkshire ~~Mgmt~~Hathaway ~~Assoc~~Inc- ~~OPTION~~DE............. ~~4219335MD~~COM ~~304~~084670108 ~~311700~~2901 ~~PUT~~33 SH SOLE ~~311700~~33 ~~Integrated~~Calpine ~~Alarm~~Corp..... ~~Svcs~~OPTION ~~Group~~1313476AA ~~OTC~~531 IS849000 ~~45890M109~~CALL ~~1167~~SOLE ~~282500~~849000 SHCampbell ~~SOLE~~Soup ~~282500~~Co............. ~~Ionics~~OPTION ~~Inc~~1344295QF ~~COM~~46 ~~462218108~~36700 ~~4004~~PUT ~~148300~~SOLE SH36700 ~~SOLE~~Cathay ~~148300~~Bancorp ~~iShares~~Inc............ ~~Russell~~OTC ~~OPTION~~IS ~~4642875MF~~149150104 ~~488~~7463 ~~130100~~199000 ~~PUT~~SH SOLE ~~130100~~199000 ~~Kyphon~~Cherokee Inc ~~OPTION~~New............ ~~5015774XD~~OTC 81IS ~~108400~~16444H102 ~~PUT~~14578 413200 SH SOLE ~~108400~~413200 ~~Lifestyle~~China ~~International~~Fire HoSafety Enterprises.... FOREIGN ~~B00LN47~~6548076 ~~2045~~4511 ~~1307000~~58440000 SH SOLE ~~1307000~~58440000 ~~LivePerson~~China ~~Inc~~Pete ~~OTC~~& ISChem ~~538146101~~Corp ~~294~~ADR............ ~~89800~~COM 16941R108 4074 99400 SH SOLE ~~89800~~99400

3 FORM 13F INFORMATION TABLE

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- --------------- -------- -~~--------~~ -------- ----------------~~-----~~ ---------- -------- -------------------~~-----~~ VOTING AUTHORITY ~~TITLE OF~~ VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER -------------------~~-----~~ NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- --------- -----~~---~~ --------- -------- -------- --- ---- ---------- -------- -------- ------ ---- ~~Longs~~Computer ~~Drug~~Associates........ ~~Stores~~OPTION ~~Inc~~2049126MD ~~COM~~125 ~~543162101~~268100 ~~15464~~PUT ~~639000~~SOLE SH268100 ~~SOLE~~***Consolidated ~~639000~~Water ~~MacQuarie~~Co ~~Airports~~Inc...... OTC IS ~~6543628~~G23773107 ~~2389~~11469 ~~1269000~~370194 SH SOLE ~~1269000~~370194 ~~Microsoft~~Cott Corp........... ~~OTC~~OPTION IS22163N5PE ~~594918104~~225 ~~2248~~126500 ~~81300~~PUT SH SOLE ~~81300~~126500 ~~Nasdaq~~Design ~~100~~Within ~~Share~~Reach ~~OPTION~~Inc............... ~~6311025MD~~OTC ~~470~~IS ~~1203700~~250557105 ~~PUT~~3906 ~~SOLE~~268450 ~~1203700~~SH ~~New~~SOLE ~~Frontier~~268450 ~~Media~~Draxis Health Inc... OTC IS ~~644398109~~26150J101 ~~2314~~6438 ~~300100~~1298300 SH SOLE ~~300100~~1298300 ~~Nipponkoa~~Equator ~~Insurance~~Exploration CoInc............... ~~Ltd~~ OTC IS ~~J5428G115~~G3084F128 ~~6476~~3491 ~~1155000~~2000000 SH SOLE ~~1155000~~2000000 ~~Overstock~~Family ~~com~~Dollar Stores Inc............... DECOM ~~OTC~~307000109 IS219 ~~690370101~~7000 ~~4551 123900~~ SH SOLE ~~123900~~7000 ~~Overstock~~FHB ~~com~~Landcredit ~~Inc~~and DEMortgage.......... ~~OPTION~~FOREIGN ~~6903704XF~~X2408U101 ~~214~~1759 ~~123900~~24400 ~~PUT~~SH SOLE ~~123900~~24400 ~~Peets~~Greenbrier ~~Coffee~~Companies ~~and Tea~~ Inc..... ~~OTC~~COM IS393657101 ~~705560100~~3558 ~~2274~~105100 ~~97200~~ SH SOLE ~~97200~~105100 ~~Petrochina~~Health CoMgmt ~~Ltd~~Assoc............. ~~ADS~~OPTION ~~OTC~~4219335MD IS31 ~~71646E100~~311700 ~~5736~~PUT ~~106700 SH~~ SOLE ~~106700~~311700 ~~Petrochina~~iShares CoRussell..... ~~Ltd~~ OPTION ~~71646E4XH~~4642875MF 16153 ~~106700~~129000 PUT SOLE ~~106700~~129000 ~~Pfizer~~Las ~~Inc~~Vegas ~~COM~~Sands ~~717081103~~Corp.............. ~~2225~~OTC ~~72700~~IS 517834107 3888 81000 SH SOLE ~~72700~~81000 ~~PLX~~Leapfrog ~~Technology~~Enterprises Inc............... ~~OTC~~COM IS52186N106 ~~693417107~~827 ~~653~~60800 ~~90500~~ SH SOLE ~~90500~~60800

4 FORM 13F INFORMATION TABLE

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- --------------- -------- -~~--------~~ -------- ------------------~~---~~ ---------- -------- ---------------------~~---~~ VOTING AUTHORITY ~~TITLE OF~~ VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------~~---~~ NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- --------- -----~~---~~ --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- ~~Ritchie~~Leapfrog ~~Bros~~Enterprises ~~Auctioneers~~Inc......... ~~COM~~OPTION ~~767744105~~52186N5FC ~~6795~~56 ~~221700~~60800 SHCALL SOLE ~~221700~~60800 SaLongs SaDrug ~~International~~Stores ~~Ord~~Inc.. HKCOM ~~FOREIGN~~543162101 ~~6003401~~12095 ~~4556~~438700 ~~9731400~~ SH SOLE ~~9731400~~438700 ~~Shoe~~MacQuarie ~~Carnival~~Airports.... ~~Inc~~ OTC IS ~~824889109~~6543628 ~~4668~~2278 ~~397300~~930000 SH SOLE ~~397300~~930000 ~~Starcraft~~Medtech ~~Automotive~~Group ~~Corp~~Co ~~OTC~~Ltd...... ISFOREIGN ~~855269106~~B00NMS0 ~~1438~~6903 ~~192033~~105200000 SH SOLE ~~192033~~105200000 ~~Symyx~~Multimedia ~~Technologies~~Games....... ~~Inc~~OPTION ~~OTC~~6254535PW IS503 ~~87155S108~~181400 ~~970~~PUT ~~41200 SH~~ SOLE ~~41200~~181400 ~~Taser~~Nasdaq ~~Intl~~100 ~~Inc~~Share....... OPTION ~~87651B5OF~~6311025MI ~~462~~30 ~~106100~~1188700 PUT SOLE ~~106100~~1188700 ~~Tractor~~Nipponkoa ~~Supply~~Insurance Co Ltd......... OTC IS ~~892356106~~J5428G115 ~~4722~~6579 ~~150200~~968700 SH SOLE ~~150200~~968700 ~~Tractor~~Peets ~~Supply~~Coffee Coand ~~OPTION~~Tea ~~8923564VG~~Inc......... ~~556~~OTC ~~150200~~IS ~~PUT~~705560100 4111 155300 SH SOLE ~~150200~~155300 ~~Wanyou~~Petrochina ~~Fire~~Co ~~Safety~~Ltd ~~FOREIGN~~ADS..... ~~6548076~~OTC ~~3647~~IS ~~57440000~~71646E100 4000 74500 SH SOLE ~~57440000~~74500 ~~Waste~~PLX ~~Management~~Technology Inc......... ~~COM~~OTC ~~94106L109~~IS ~~2636~~693417107 ~~96400~~2165 208200 SH SOLE ~~96400~~208200 ~~Webzen~~Potash ~~Inc~~Corp ~~OTC~~of ISSaskatchewan ~~94846M102~~COM ~~2004~~73755L107 ~~325900~~2118 25500 SH SOLE ~~325900~~25500 ~~Wynn~~Red ~~Resorts~~Robin ~~Ltd~~Gourmet..... ~~OTC~~OPTION IS75689M5OI ~~983134107~~41 ~~4352~~48100 ~~84200~~PUT SOLE 48100 Ritchie Bros Auctioneers. COM 767744105 6172 186700 SH SOLE ~~84200~~186700

5 FORM 13F INFORMATION TABLE

6 FORM 13F INFORMATION TABLE

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