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: March 31, 2009 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: James Caird Asset Management (US) LP Address: 1251 Avenue of the Americas, New York, NY 10020 Form 13F File Number: 28-13486 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: Kurt Alfrey Title: General Counsel Phone: 44 20 7073 2137 Signature, Place, and Date of Signing: /s/ Kurt Alfrey London, United Kingdom June 5, 2009 -------------------------- 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: 0 ~~Form 13F Information Table Entry Total: 33 Form 13F Information Table Value Total: 94,075 (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 FORM 13F INFORMATION TABLE

VOTING AUTHORITY ~~NAME OF~~ TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER -------------------~~---~~ NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMOUNT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------------------------- --------------- --------- -------- ----------- --- ---- ---------- -------- -------~~---~~ ------ ---- ~~AMD~~AFLAC ~~SER~~INC BCOM SRSTK ~~UNS~~OPTIONS ~~CONV~~- 6%PUTS ~~CONVRT~~99OBJ5XT2 ~~BONDS~~3872 ~~007903AL1~~200000 ~~2825 10,000,000~~ SH PUT SOLE ~~10,000,000~~200000 ~~CAMPBELL~~0 ~~SOUP~~0 COANADARKO ~~USD~~PETE ~~.0375~~CORP COM STK COMMON STOCK ~~134429109~~032511107 ~~4261~~1945 ~~142,000~~50000 SH SOLE ~~142,000~~50000 ~~CHEVRON~~0 ~~CORPORATION~~0 AT&T INC COM COMMON STOCK ~~166764100~~00206R102 ~~6546~~1260 ~~88,500~~50000 SH SOLE ~~88,500~~50000 ~~CISCO~~0 ~~SYSTEMS~~0 ~~INC~~AXIS ~~COM~~CAPITAL ~~STK~~HLDGS COMMON STOCK ~~17275R102~~G0692U109 ~~815~~902 ~~50,000~~40000 SH SOLE ~~50,000~~40000 ~~COLFAX~~0 ~~CORP~~0 ~~COMMON~~CATERPILLAR ~~STOCK~~INC ~~194014106~~COM ~~2224~~OPTIONS ~~214,100~~- PUTS 99AHQQGX0 2796 100000 SH PUT SOLE ~~214,100~~100000 ~~COMCAST~~0 ~~CORP~~0 CLCATERPILLAR AINC COM ~~STK~~OPTIONS ~~COMMON~~- ~~STOCK~~PUTS ~~20030N101~~99AHRY4M9 ~~2954~~2796 ~~175,000~~100000 SH PUT SOLE ~~175,000~~100000 ~~CROWN~~0 ~~HOLDINGS~~0 ~~INC~~CNOOC ~~COM~~LTD ~~STK~~ADR ~~COMMON~~ADRS ~~STOCK~~STOCKS ~~228368106~~126132109 ~~960~~3018 ~~50,000~~30000 SH SOLE ~~50,000~~30000 ~~DEERE~~0 &0 COCOLFAX ~~COM~~CORP COMMON STOCK ~~244199105~~194014106 ~~1341~~1477 ~~35,000~~215000 SH SOLE ~~35,000~~215000 ~~FEDERAL~~0 ~~MOGUL~~0 EXXON MOBIL CORP COM STK COMMON STOCK ~~313549404~~30231G102 ~~356~~1600 ~~84,189~~23500 SH SOLE ~~84,189~~23500 ~~GANNETT~~0 CO0 ~~INC~~FEDERAL MOGUL CORP COM STK COMMON STOCK ~~364730101~~313549404 ~~1600~~562 ~~200,000~~84189 SH SOLE ~~200,000~~84189 ~~GANNETT~~0 CO0 ~~INC~~FEDERAL SIGNAL CORP COM STK ~~OPTIONS~~COMMON -STOCK ~~CALL~~313855108 ~~99O9XKP00~~356 ~~800~~67500 ~~100,000~~ SH ~~CALL~~ SOLE ~~100,000~~67500 ~~GANNETT~~0 CO0 ~~INC~~FINANCIAL ~~COM~~SELECT ~~STK~~SEC TOR SPDR OPTIONS - ~~CALL~~CALLS ~~99O9XKP18~~99OBS4WM1 ~~800~~8810 ~~100,000~~1000000 SH CALL SOLE ~~100,000~~1000000 ~~GENERAL~~0 ~~ELECTRIC~~0 GANNETT CO INC COM STK COMMON STOCK ~~369604103~~364730101 ~~188~~110 ~~11,600~~50000 SH SOLE ~~11,600~~50000 ~~GRAPHIC~~0 ~~PACKAGING~~0 ~~HLDG~~GANNETT CO ~~COMMON~~INC ~~STOCK~~COM ~~388689101~~STK ~~952~~OPTIONS ~~835,000~~- CALLS 99O9XKP00 220 100000 SH CALL SOLE ~~835,000~~100000 ~~GRUPO~~0 ~~TELEVISA~~0 SAGANNETT ~~ADR~~CO ~~ADRS~~INC ~~STOCKS~~COM ~~40049J206~~STK ~~2913~~OPTIONS ~~195,000~~- CALLS 99O9XKP18 220 100000 SH CALL SOLE ~~195,000~~100000 ~~HAYES~~0 ~~LEMMERZ~~0 ~~INTERN~~GRANITE ~~ATIONAL~~CONSTR IINC COM STK COMMON STOCK ~~420781304~~387328107 ~~837~~898 ~~1,860,700~~23952 SH SOLE ~~1,860,700~~23952 ~~HEINZ~~0 H0 JGRAPHIC COPACKAGING ~~COM~~HLDG ~~STK~~CO COMMON STOCK ~~423074103~~388689101 ~~2820~~726 ~~75,000~~835000 SH SOLE ~~75,000~~835000 ~~HEWLETT-PACKARD~~0 CO0 ~~COM~~HAYES ~~STK~~LEMMERZ ~~OPTIONS~~INTERN -ATIONAL ~~PUTS~~I ~~99OBFPG87~~COMMON ~~15605~~STOCK ~~430,000~~420781304 SH344 ~~PUTS~~1860700 SH SOLE ~~430,000~~1860700 0 0 HONEYWELL INTERNATIO NAL INC C COMMON STOCK 438516106 ~~4925~~5572 ~~150,000~~200000 SH SOLE ~~150,000~~200000 ~~HOST~~0 ~~HOTELS~~0 &INGERSOLL ~~RESORT~~RAND SCO-A ~~INC~~COMMON ~~COM~~STOCK ~~REITS/RICS~~G4776G101 ~~44107P104~~345 ~~1514~~25000 ~~200,000~~ SH SOLE ~~200,000~~25000 0 0 INTERFACE INC CL A COM STK COMMON STOCK 458665106 ~~916~~658 ~~197,500~~220184 SH SOLE ~~197,500~~220184 ~~INTL~~0 ~~BUSINESS~~0 ~~MACHS~~JM ~~CORP~~SMUCKER CO COM STK COMMON STOCK ~~459200101~~832696405 ~~9678~~1491 ~~115,000~~40000 SH SOLE ~~115,000~~40000 ~~INTL~~0 ~~BUSINESS~~0 ~~MACHS~~KNOLL ~~CORP~~INC COM ~~OPTIONS~~STK -COMMON ~~PUTS~~STOCK ~~99OBH94K7~~498904200 ~~15149~~1839 ~~180,000~~300000 SH ~~PUTS~~ SOLE ~~180,000~~300000 ~~KNOLL~~0 ~~INC~~0 LAS VEGAS SANDS CORP COM STK COMMON STOCK ~~498904200~~517834107 ~~1864~~452 ~~206,700~~150000 SH SOLE ~~206,700~~150000 ~~LAMAR~~0 ~~ADVERTISING~~0 COMGM CLMIRAGE A COM ~~COMMON~~STK ~~STOCK~~OPTIONS ~~512815101~~- ~~1256~~CALLS ~~100,000~~99O9XNP61 489 210000 SH CALL SOLE ~~100,000~~210000 ~~LAS~~0 ~~VEGAS~~0 ~~SANDS~~MICROSOFT CORP COM STK COMMON STOCK ~~517834107~~594918104 ~~1779~~3674 ~~300,000~~200000 SH SOLE ~~300,000~~200000 ~~MGM~~0 ~~MIRAGE~~0 NABORS INDUSTRIES LT D COM STK ~~OPTIONS~~COMMON -STOCK ~~CALL~~G6359F103 ~~99O9XNP61~~999 ~~2890~~100000 ~~210,000~~ SH ~~CALL~~ SOLE ~~210,000~~100000 ~~MICROSOFT~~0 ~~CORP~~0 NVR INC COM STK COMMON STOCK ~~594918104~~62944T105 ~~7031~~2202 ~~361,700~~5149 SH SOLE ~~361,700~~5149 0 0 OMNICOM GROUP Exch SR UNS CONV CONVRT BONDS 681919AV8 ~~28613~~29138 ~~30,000,000~~30000000 SH SOLE ~~30,000,000~~3E+07 ~~PACTIV~~0 ~~CORP~~0 ~~COM~~SCHLUMBERGER ~~STK~~LTD USD .01 COM COMMON STOCK ~~695257105~~806857108 ~~3234~~1016 ~~130,000~~25000 SH SOLE ~~130,000~~25000 ~~TIME~~0 ~~WARNER~~0 ~~INC~~TRANSOCEAN ~~COM~~LTD ~~STK~~ COMMON STOCK ~~887317105~~H8817H100 ~~4527~~2236 ~~450,000~~38000 SH SOLE ~~450,000~~38000 ~~TRW~~0 ~~AUTOMOTIVE~~0 ~~HLDGS~~UNITED ~~CORP~~MICROELECTRON ~~COM~~ICS ~~COMMON~~CORP ~~STOCK~~ADRS ~~87264S106~~STOCKS ~~720~~910873405 ~~200,000~~5187 2050000 SH SOLE ~~200,000~~2050000 ~~UNITED~~0 ~~MICROELECTRON~~0 ~~ICS~~VULCAN ~~CORP~~MATLS ~~ADRS~~CO ~~STOCKS~~COM ~~910873405~~STK ~~4018~~COMMON ~~2,050,000~~STOCK 929160109 6865 155000 SH SOLE ~~2,050,000~~155000 0 0

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