13F-HR 1 d13fhr.txt FORM 13F Form 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Cover Page Report for the Calendar Year or Quarter Ended: December 31, 2002 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 29/th/ 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) 856-8875 Signature, Place, and Date of Signing: /s/ Peter Homans -------------------------------------------------------------------------------- (Signature) Boston, Massachusetts -------------------------------------------------------------------------------- (City, State) January 15, 2003 -------------------------------------------------------------------------------- (Date) Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [_] 13F NOTICE. [_] 13F COMBINATION REPORT. Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 28 Form 13F Information Table Value Total: $91,595 (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. No. One Form 13F File Number 28-06049 ----------------------------------------------------------- Name: Neil Druker 2 FORM 13F

Name of Reporting Manager --------------------------------------------------------------------------------------------------------------------~~---------------~~ Item 1: Item 2: Item 3: Item 4: Item 5: ~~Item~~Name ~~6: -------------------------------------- Shares~~ of ~~(b)~~Issuer ~~Shared As~~ Title of ~~Fair Market Principal Defined In (c) Shared- Name of Issuer~~ Class CUSIP number ~~Value~~Fair ~~Amount~~Market ~~(a)~~Value ~~Sole~~Shares ~~Instr.~~of VPrincipal ~~Other~~Amount --------------------------------------------------------------------------------------------------------------------~~---------------~~ ~~ANDREW~~ABBOTT ~~CORP~~LABORATORIES COM ~~034425108~~002824100 ~~229~~1,000 3525,000 X ADVANCED FIBRE COMMUNICATIONS COM 00754A105 ~~265~~5,004 20300,000 XAFFYMETRIX ~~ADVANCED~~INC ~~MICRO~~COM ~~DEVICES~~00826T108 1,602 70,000 AMGEN INC COM ~~007903107~~031162100 16,~~495~~284 ~~280~~130,000 XANDREW ~~ALTERA~~ CORP COM ~~021441100~~034425108 ~~347~~308 4030,000 XBIO-RAD ~~AMGEN~~LABORATORIES INC ~~COM~~CL ~~031162100~~A ~~2,085~~CL 50A 090572207 464 12,000 XCABOT ~~ANGIOTECH~~MICROELECTRONICS ~~PHARMACEUTICALS~~CORP IN COM ~~034918102~~12709P103 54,~~981~~814 ~~151~~102,~~100~~000 XCERNER ~~APPLIED~~CORP ~~MATERIALS~~COM 156782104 6,252 200,000 CREE RESEARCH INC COM ~~038222105~~225447101 4728 44,~~793~~500 ~~415~~CYMER INC COM 232572107 484 15,000 XEASTMAN ~~ARROW~~KODAK ~~ELECTRONICS~~CO COM 277461109 3,504 100,000 EXTREME NETWORKS INC COM ~~042735100~~30226D106 ~~632~~180 5055,000 XFOREST ~~BRISTOL~~LABORATORIES ~~MYERS~~INC ~~SQUIBB~~ COM ~~110122108~~345838106 29,~~975~~822 ~~125~~100,000 XHCA-HEALTHCARE ~~CABOT~~CO ~~MICROELECTRONICS~~COM 404119109 8,300 200,000 IDEC PHARMACEUTICALS CORP COM ~~12709P103~~449370105 56,~~024~~634 ~~134~~200,~~900~~000 XINVESTORS ~~CARDINAL~~FINL ~~HEALTH~~SERVICES ~~INC~~CORP COM ~~14149Y108~~461915100 45,~~976~~478 80200,000 XOXFORD ~~CAREMARK~~HEALTH RXPLANS INC COM ~~141705103~~691471106 7,~~883~~290 ~~463~~200,~~700~~000 XCHILDRENS ~~CISCO~~PLACE ~~SYSTEMS~~RETAIL ~~INC.~~STORES COM ~~17275R102~~168905107 ~~1,048~~266 ~~100~~25,000 XQUALCOMM ~~EXTREME NETWORKS~~ INC COM ~~30226D106~~747525103 ~~4,421~~364 110,~~050,~~000 XRF F5MICRO ~~NETWORKS~~DEVICES INC COM ~~315616102~~749941100 ~~1,888~~73 ~~250~~10,000 XSCIOS ~~GUIDANT~~NOVA ~~CORP~~INC COM ~~401698105~~808905103 7,~~270~~656 ~~225~~235,000 XSILICON ~~HCA-HEALTHCARE~~LABORATORIES COINC COM ~~404119109~~826919102 ~~10,712~~42 ~~225~~2,~~000~~180 XSEMICONDUCTOR ~~IDEC~~HOLDRS ~~PHARMACEUTICALS~~TR DEP RPCT 816636203 7,753 350,000 SANDISK CORP COM ~~449370105~~80004C101 62,~~228~~700 ~~150~~133,000 X***SGS ~~IMPATH~~THOMSON ~~INC~~MICROELEC- COM ~~45255G101~~861012102 2,~~582~~731 ~~200~~140,000 XVARIAN ~~INTERSIL~~SEMICONDUCTOR ~~HLDG~~EQUIPMENT ~~CORP~~COM ~~CLA~~922207105 ~~46069S109~~356 415,~~406 340,~~000 XWALGREEN ~~JOHNSON~~CO ~~AND~~COM ~~JOHNSON~~931422109 438 15,000 WEBSENSE INC COM ~~478160104~~947684106 1,~~622~~068 3050,000 91,595 -------------------------------------------------------------------------------------------- Item 6: Item 7: -------------------------------------------------------------------- Name of Issuer (a) Sole (b) Shared As Defined In Instr. V (c) Shared-Other Other Managers ---------------------------------------------------------------------------------------------------------------------------- ABBOTT LABORATORIES X ~~JUNIPER~~one ~~NETWORKS~~ADVANCED ~~com~~FIBRE ~~48203R104~~COMMUNICATIONS ~~696~~X ~~145,000~~one AFFYMETRIX INC X ~~MERCK~~one &AMGEN COINC X one ANDREW CORP X one BIO-RAD LABORATORIES INC ~~COM~~CL ~~589331107~~A ~~4,114~~X ~~90,000~~one CABOT MICROELECTRONICS CORP X ~~MERCURY~~one ~~INTERACTIVE~~CERNER CORP ~~COM~~X ~~589405109~~one ~~3,432~~CREE ~~200,000~~RESEARCH INC X ~~PMC-SIERRA~~one CYMER INC ~~COM~~X ~~69344F106~~one ~~1,552~~EASTMAN ~~400,000~~KODAK CO X ~~QLOGIC~~one EXTREME NETWORKS INC X one FOREST LABORATORIES INC X one HCA-HEALTHCARE CO X one IDEC PHARMACEUTICALS CORP ~~COM~~X ~~747277101~~one ~~521~~INVESTORS ~~20,000~~FINL SERVICES CORP X one OXFORD HEALTH PLANS INC X one CHILDRENS PLACE RETAIL STORES X one QUALCOMM INC ~~COM~~X ~~747525103~~one ~~1,105~~RF ~~40,000~~MICRO DEVICES INC X one SCIOS NOVA INC X one SILICON LABORATORIES INC X one SEMICONDUCTOR HOLDRS TR X one SANDISK CORP ~~COM~~X ~~80004C101~~one 3***SGS THOMSON MICROELEC- X one VARIAN SEMICONDUCTOR EQUIPMENT X one WALGREEN CO X one WEBSENSE INC X one ------------------------------------------------- Item 8: ------------------------------------------------- Name of Issuer (a) Sole (b) Shared (c) None -------------------------------------------------------------------------------- ABBOTT LABORATORIES 25,~~278~~000 ~~250~~ADVANCED FIBRE COMMUNICATIONS 300,000 XAFFYMETRIX ~~SAP~~INC AG70,000 AMGEN INC 130,000 ANDREW CORP 30,000 BIO-~~SPONSORED~~RAD ~~ADR~~LABORATORIES ~~ADR~~INC ~~803054204~~CL 2A 12,~~250~~000 CABOT MICROELECTRONICS CORP 102,000 CERNER CORP 200,000 XCREE ~~SEMICONDUCTOR~~RESEARCH ~~HOLDRS~~INC TR44,500 ~~DEPRPCT~~CYMER ~~816636203~~INC 315,~~848~~000 EASTMAN KODAK CO 100,000 EXTREME NETWORKS INC 55,000 FOREST LABORATORIES INC 100,000 HCA-HEALTHCARE CO 200,000 XIDEC ~~TECH~~PHARMACEUTICALS ~~DATA~~CORP 200,000 INVESTORS FINL SERVICES CORP ~~COM~~200,000 ~~878237106~~OXFORD 1HEALTH PLANS INC 200,~~671~~000 63CHILDRENS PLACE RETAIL STORES 25,~~300~~000 XQUALCOMM ~~TIMBERLAND~~INC CO10,000 CLRF AMICRO ~~CLA~~DEVICES ~~887100105~~INC 410,~~435~~000 ~~140~~SCIOS NOVA INC 235,000 XSILICON ~~WEBSENSE~~LABORATORIES INC ~~COM~~2,180 ~~947684106~~SEMICONDUCTOR ~~813~~HOLDRS 70TR 350,000 XSANDISK ~~WOLVERINE~~CORP ~~WORLD~~133,000 ~~WIDE~~***SGS ~~INC~~THOMSON ~~COM~~MICROELEC- ~~978097103~~140,000 1VARIAN SEMICONDUCTOR EQUIPMENT 15,~~275~~000 85WALGREEN CO 15,000 XWEBSENSE ~~105~~INC 50,~~850~~000

----------------------------------------------------------------------------------------------------------- Item 1: Item 7: Item 8: Other ------------------------------------------ Name of Issuer Managers (a) Sole (b) Shared (c) None ----------------------------------------------------------------------------------------------------------- ANDREW CORP one 35,000 ADVANCED FIBRE COMMUNICATIONS one 20,000 ADVANCED MICRO DEVICES INC one 280,000 ALTERA CORP one 40,000 AMGEN INC one 50,000 ANGIOTECH PHARMACEUTICALS IN one 151,100 APPLIED MATERIALS INC one 415,000 ARROW ELECTRONICS INC one 50,000 BRISTOL MYERS SQUIBB one 125,000 CABOT MICROELECTRONICS CORP one 134,900 CARDINAL HEALTH INC one 80,000 CAREMARK RX INC one 463,700 CISCO SYSTEMS INC. one 100,000 EXTREME NETWORKS INC one 1,050,000 F5 NETWORKS INC one 250,000 GUIDANT CORP one 225,000 HCA-HEALTHCARE CO one 225,000 IDEC PHARMACEUTICALS CORP one 150,000 IMPATH INC one 200,000 INTERSIL HLDG CORP one 340,000 JOHNSON AND JOHNSON one 30,000 JUNIPER NETWORKS one 145,000 MERCK & CO INC one 90,000 MERCURY INTERACTIVE CORP one 200,000 PMC-SIERRA INC one 400,000 QLOGIC CORP one 20,000 QUALCOMM INC one 40,000 SANDISK CORP one 250,000 SAP AG-SPONSORED ADR one 200,000 SEMICONDUCTOR HOLDRS TR one 200,000 TECH DATA CORP one 63,300 TIMBERLAND CO CL A one 140,000 WEBSENSE INC one 70,000 WOLVERINE WORLD WIDE INC one 85,000

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