13F-HR 1 tf79575013af3.txt 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, 2001 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: T/F Partners Address: 535 Madison Avenue 37th Floor New York, NY 10022 Form 13F File Number: 28-05555 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: Christopher J. Welch Title: Controller Phone: (212) 396-8741 Signature, Place, and Date of Signing: /s/ Christopher J. Welch New York, NY January 25, 2002 ________________________ _______________ _________________ [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: None 2 Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 57 Form 13F Information Table Value Total: $221,793 [thousands] List of Other Included Managers: None 3 Form 13F INFORMATION TABLE As of September 30, 2001

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 QUANTITY MARKET SHRS TITLE VALUE OR SH/ PUT INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE -------------- -------- ----- ------- ------ -------- ---------- ---- ------------------------ ~~ALLTEL~~APPLERA ~~CORP~~CORPORATION ~~COM~~CELERA GEN COMMON ~~020039103~~038020202 ~~495~~1006 ~~8540~~37688 SH SOLE ~~NONE~~37688 ~~8540~~ 0 0 ~~ANDERSON~~AT&T ~~EXPLORATION~~CANADA ~~LTD~~INC COM STK (CAD) COMMON ~~033901109~~00207Q202 ~~13521~~3956 ~~538507~~131044 SH SOLE ~~NONE~~131044 ~~538507~~ 0 0 AT&T ~~CANADA~~CORP ~~INC~~ COM ~~STK (CAD)~~ COMMON ~~00207Q202~~001957109 ~~3851~~4459 ~~132746~~245815 SH SOLE ~~NONE~~245815 ~~132746~~ 0 0 ~~AT&T~~AVANT CORP COM COMMON ~~001957109~~053487104 ~~5348~~4410 ~~277093~~215243 SH SOLE ~~NONE~~215243 ~~277093~~ 0 0 ~~AXYS~~AVIRON ~~PHARMACEUTICALS~~SEE ~~INC~~CUSIP 584699102 COMMON ~~054635107~~053762100 ~~821~~10694 ~~268946~~215034 SH SOLE ~~NONE~~215034 ~~268946~~ 0 0 ~~BARD~~BARC C R INC COM COMMON ~~067383109~~067383100 ~~6579~~522 ~~127975~~8086 SH SOLE ~~NONE~~8086 ~~127975~~ 0 0 ~~C-MAC~~BARC ~~INDS~~R INC ~~CAD N PV~~ COM (UOPTIONS ~~COMMON~~0673830MJ ~~125920108~~1935 ~~7320~~30000 ~~367126~~PUT SH SOLE ~~NONE~~30000 ~~367126~~ 0 0 ~~CENTURYTEL~~BARRICK ~~INC~~GOLCORP COM ~~STK~~ COMMON ~~156700106~~067901108 ~~2733~~4549 ~~81584~~285223 SH SOLE ~~NONE~~285223 ~~81584~~ 0 0 ~~CHEAP~~CENDANT ~~TICKETS~~CORP ~~INC~~ COM COMMON ~~162672109~~151313103 ~~178~~4633 ~~10876~~236272 SH SOLE ~~NONE~~236272 ~~10876~~ 0 0 ~~COMCAST~~CHEVRON TEXACO CORP CL(EX ACHEVRO ~~SPECIAL~~ COMMON ~~200300200~~166764100 ~~384~~11715 ~~10718~~130729 SH SOLE ~~NONE~~130729 ~~10718~~ 0 0 ~~COMPAQ~~CLEAR ~~COMPUTER~~CHANNEL ~~CORP~~COMMUNICA- ~~COM~~TIONS I COMMON ~~204493100~~184502102 ~~5723~~807 ~~688632~~15847 SH SOLE ~~NONE~~15847 ~~688632~~ 0 0 ~~COOPER~~COMPAQ ~~INDS~~COMPUTER ~~INC~~CORP COM COMMON ~~216669101~~204493100 ~~6337~~410 ~~152807~~42050 SH SOLE ~~NONE~~42050 ~~152807~~ 0 0 ~~COOPER~~CONESTOGA ~~INDS~~ENTERPRISE INC ~~COM~~COMMON ~~OPTION~~207015108 ~~2166690VJ~~1054 ~~1435~~32988 ~~34600~~SH ~~PUT~~ SOLE ~~NONE~~32988 ~~34600~~ 0 0 ~~DANAHER~~CONOCO ~~CORP~~INC ~~COM~~Com COMMON ~~235851102~~208251504 ~~2508~~2462 ~~53149~~87006 SH SOLE ~~NONE~~87006 ~~53149~~ 0 0 ~~DEAN~~COR ~~FOODS~~THERAPEUTICS COINC COM COMMON ~~242361103~~217753102 ~~2544~~6372 ~~54996~~266261 SH SOLE ~~NONE~~266261 ~~54996~~ 0 0 ~~DEVON~~& ~~ENERGY~~E ~~CORP~~COMMUNICATIONS ~~COM~~INC ~~STK~~ COMMON ~~25179M103~~232860106 ~~249~~245 ~~7252~~13600 SH SOLE ~~NONE~~13600 ~~7252~~ 0 0 ~~DIME~~DAL-TILE ~~BANCORP~~INTL INC ~~NEW,~~ COM COMMON ~~25429Q102~~23426R108 ~~2654~~1063 ~~67494~~45707 SH SOLE ~~NONE~~45707 ~~67494~~ 0 0 ~~DOMINION~~DIME ~~RES~~BANCORP INC ~~COM~~SEE ~~STK~~CUSIP 939 COMMON ~~25746U109~~25429Q102 ~~303~~2835 ~~5100~~78565 SH SOLE ~~NONE~~78565 ~~5100~~ 0 0 ~~DONNA~~DOMINION ~~KARAN~~RES ~~INTL~~ INC COM STK COMMON ~~257826107~~25746U109 ~~985~~3880 ~~97570~~64556 SH SOLE ~~NONE~~64556 ~~97570~~ 0 0 ~~EXPEDIA,~~ECHOSTAR ~~INC~~COMMUNICATIONS ~~COM~~CORP ~~STK~~ COMMON ~~302125109~~278762109 ~~632~~9381 ~~26028~~341500 SH SOLE ~~NONE~~341500 ~~26028~~ 0 0 ~~GALILEO~~FREEPORT-MCMORAN ~~INTERNATIONAL~~COPPER ~~INC~~& GOL COMMON ~~363547100~~35671D105 ~~3170~~1035 ~~152680~~80203 SH SOLE ~~NONE~~80203 ~~152680~~ 0 0 GENERAL MOTORS CLASS H COM COMMON 370442832 ~~506~~521 ~~37966~~33747 SH SOLE ~~NONE~~33747 ~~37966~~ 0 0 HARTMARX CORP COM COMMON 417119104 ~~278~~138 ~~129740~~83674 SH SOLE ~~NONE~~83674 ~~129740~~ 0 0 ~~HELLER~~HEWLETT ~~FINL~~PACKARCO ~~INC~~USD1 COM COMMON ~~423328103~~428236103 ~~9753~~1446 ~~184824~~70386 SH SOLE ~~NONE~~70386 ~~184824~~ 0 0 ~~HEWLETT~~HOTJOBS.COM ~~PACKARD~~LTCOM COSTK ~~USD1~~COMMON ~~COM~~441474103 ~~OPTION~~209 ~~4282365JW~~20081 ~~2221~~SH ~~138400 CALL~~ SOLE ~~NONE~~20081 ~~138400~~ 0 0 ~~HOMESTAKE~~IMMUNEX ~~MINING~~CORP CONEW ~~USD~~ COM COMMON ~~437614100~~452528102 ~~4748~~906 ~~510556~~32702 SH SOLE ~~NONE~~32702 ~~510556~~ 0 0 ~~IBP~~INDIGO ~~INC~~NV ~~SEE~~NLG.04 ~~CUSIP~~ORS ~~902494103~~(USD) COMMON ~~449223106~~N44495104 ~~6724~~267 ~~284317~~37733 SH SOLE ~~NONE~~37733 ~~284317~~ 0 0 ~~ILLUMINET~~INVERNESS ~~HOLDINGS~~MEINNOVATIONS INC ~~COM STK~~ COMMON ~~452334105~~46126P106 ~~8017~~1801 ~~209210~~99776 SH SOLE ~~NONE~~99776 ~~209210~~ 0 0 ~~INVERNESS~~4 ~~MEDICAL~~JOHNSON ~~TECHNOLOGY~~& IJOHNSON COM COMMON ~~461268104~~478160104 ~~21838~~21335 ~~591016~~360991 SH SOLE ~~NONE~~60991 ~~591016~~ 0 0 KEANE INC COM COMMON 486665102 ~~548~~2281 ~~40144~~126499 SH SOLE ~~NONE~~126499 ~~40144~~ 0 0 LASER VISION CTRS INC COMMON 51807H100 3731 14811 SH SOLE ~~NONE~~ 14811 0 0 ~~LOUIS~~MEDIMMUNE ~~DREYFUS~~INC ~~NATURAL~~COM ~~GAS~~COMMON ~~CORP~~584699102 1536 33137 SH SOLE 33137 0 0 MOHAWK INDS INC COM COMMON ~~546011107~~608190104 ~~7795~~1740 ~~200387~~31704 SH SOLE ~~NONE~~31704 ~~200387~~ 0 0 ~~METRO~~NEWMONT ~~INFORMATION~~MINING ~~SVCS~~CORP ~~INC~~USD1.6 COM COMMON ~~59162P104~~651639106 ~~1107~~1053 ~~175642~~55107 SH SOLE ~~NONE~~55107 ~~175642~~ 0 0 ~~MITCHELL~~NORTHROP ~~ENERGY~~GRUMMAN &COR ~~DEV~~P ~~CORP~~(FORMER CL COMMON ~~606592202~~666807102 ~~9878~~7835 ~~197085~~77723 SH SOLE ~~NONE~~77723 ~~197085~~ 0 0 ORION PWR HLDGS INC COM STK COMMON 686286105 ~~4560~~7511 ~~178839~~287780 SH SOLE ~~NONE~~287780 ~~178839~~ 0 0 ~~PACKARD~~PEREGRINE ~~BIOSCI~~SYSTEMS INC COM ~~STK~~ COMMON ~~695172205~~71366Q101 ~~1078~~4458 ~~136268~~300601 SH SOLE ~~NONE~~300601 ~~136268~~ 0 0 ~~PEREGRINE~~PERKINELMER ~~SYSTEMS~~ INC COM STK COMMON ~~71366Q101~~714046109 ~~3830~~1484 ~~303243~~42378 SH SOLE ~~NONE~~42378 ~~303243~~0 0 PETROLEUM GEO SVCS SPON ADR ADRS 716597109 711 89302 SH SOLE 89302 0 40 PHILLIPS PETE CO COM COMMON 718507106 ~~17086~~19072 ~~316754~~316494 SH SOLE ~~NONE~~316494 ~~316754~~ 0 0 ~~PRIMESOURCE~~PRI ~~CORP~~AUTOMATION INC COM COMMON ~~741593107~~69357H106 ~~604~~1454 ~~60666~~71095 SH SOLE ~~NONE~~71095 ~~60666~~ 0 0 ~~RALSTON~~RESOURCE ~~PURINA~~BANCSHARES COMTG ~~COM~~GROUP ~~RALSTON~~ COMMON ~~751277302~~761197102 ~~11243~~478 ~~342773~~41671 SH SOLE ~~NONE~~41671 ~~342773~~ 0 0 ~~SAGE~~SCHULER HOMES INC COM ~~STK~~ COMMON ~~786632109~~808188106 ~~1115~~3761 ~~73142~~189461 SH SOLE ~~NONE~~189461 ~~73142~~ 0 0 ~~SCI~~SECURITY ~~SYSTEMS~~CAPITAL GROUP B INC C COMMON ~~783890106~~81413P204 ~~384~~9267 ~~21345~~365283 SH SOLE ~~NONE~~365283 ~~21345~~ 0 0 ~~SENSORMATIC~~SOLECTRON ~~ELEC~~CORP COM COMMON ~~817265101~~834182107 ~~23533~~3887 ~~997993~~344622 SH SOLE ~~NONE~~344622 ~~997993~~ 0 0 ~~SEQUENOM~~STORAGE USA INC COM COMMON ~~817337108~~861907103 ~~315~~1959 ~~44979~~46526 SH SOLE ~~NONE~~46526 ~~44979~~ 0 0 ~~SOLECTRON~~TELECORP ~~CORP~~PCS ~~COM~~INC CL-A COMMON ~~834182107~~879300101 ~~797~~893 ~~68390~~71603 SH SOLE ~~NONE~~71603 ~~68390~~ 0 0 ~~SUIZA~~TITAN ~~FOODS~~ CORP COM COMMON ~~865077101~~888266103 ~~5280~~3971 ~~83623~~159151 SH SOLE ~~NONE~~159151 ~~83623~~ 0 0 ~~TEXACO~~ULTRAMAR ~~INC~~DIAMONSHAMROCK ~~USD3.125~~CP ~~SEE~~COMMON ~~CUSIP~~904000106 2632 51175 SH SOLE 51175 0 0 UNION PACIFIC CORP COMMON ~~881694103~~907818108 ~~10876~~3293 ~~169936~~57774 SH SOLE ~~NONE~~57774 ~~169936~~ 0 0 ~~TYCO~~VALERO ~~INTERNATIONAL~~ENERGY ~~LTD~~CORP ~~COM~~COMSTK COMMON ~~902124106~~91913Y100 ~~287~~678 ~~6309~~17794 SH SOLE ~~NONE~~17794 ~~6309~~ 0 0 ~~TYSON~~VERISIGN ~~FOODS~~ INC CLCOM A COMMON ~~902494103~~92343E102 ~~6931~~15281 ~~691722~~401711 SH SOLE ~~NONE~~401711 ~~691722~~ 0 0 ~~TYSON~~VERITAS ~~FOODS~~DGC INC CLCOM ACOMMON ~~OPTION~~92343P107 ~~902494EJV~~1574 ~~340~~85100 ~~33900~~SH ~~CALL~~ SOLE ~~NONE~~85100 ~~33900~~ 0 0 ~~USA~~WESTCOAST ~~NETWORKS~~ENERGY INC ~~COM~~CACOM ~~STK (NEW)~~ COMMON ~~902984103~~95751D102 ~~613~~8308 ~~34101~~313502 SH SOLE ~~NONE~~313502 ~~34101~~ 0 0 WEYERHAEUSER CO ~~USD 1~~US1.25 COM COMMON 962166104 ~~1535~~2252 ~~31508~~41646 SH SOLE ~~NONE~~41646 ~~31508~~ 0 0 WILLAMETTE ~~IND~~ININC ~~INC~~ COM COMMON 969133107 ~~7329~~9008 ~~162909~~172830 SH SOLE ~~NONE~~172830 ~~162909~~0 0 WILLAMETTE ININC COM OPTIONS 969133SMI 1339 25700 PUT SOLE 25700 0 0

5 79575013.AF3

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