13F-HR 1 file001.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F-HR FORM 13F COVER PAGE Report for the Calendar Year of 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: REDSKY PARTNERS, LLC Address: 800 NICOLLET MALL 25TH FLOOR MINNEAPOLIS, MN 55402 Form 13F File Number: 28-10435 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: GREGG D. GROECHEL Title: MANAGING MEMBER Phone: 612-659-4412 Signature, Place, and Date of Signing: /s/ GREGG D. GROECHEL MINNEAPOLIS, MINNESOTA FEBRUARY 10, 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: 0 - Form 13F Information Table Entry Total: 62 -- Form 13F Information Table Value Total: $320,571 -------- (thousands) List of Other Included Managers: NONE 13F FILING FOR QUARTER ENDING 12/31/04 (PUBLIC)

~~Name~~VOTING ofVOTING ~~Issuer~~VOTING ~~Title~~VALUE ofSHARES ~~Class Cusip Value x 1000 Shares~~ SH/~~PRN~~ ~~Put~~PUT/~~Call~~ ~~Prn~~INVESTMENT ~~Amt~~OTHER ~~AGRIUM~~AUTHORITY ~~INC~~AUTHORITY ~~COMMON~~AUTHORITY ~~STOCK~~NAME ~~008916108~~OF ~~6,147~~ISSUER ~~422,500~~TITLE SHOF ~~ALLIANCE~~CLASS ~~GAMING~~CUSIP ~~CORP~~X ~~COMMON~~1000 ~~STOCK~~PRN ~~01859P609~~AMT ~~6,006~~PRN ~~350,000~~CALL SHDISCRETION ~~AMERICAN~~MANAGERS ~~INTERNATIONAL~~SOLE ~~GROUP~~SHARED ~~INC~~NONE ~~COMMON~~------------------------------------------------------------------------------------------------------------------------------------ ~~STOCK~~MEDICIS ~~026874107~~PHARMACEUTICAL ~~17,849~~CORP ~~250,400~~CLASS SHA ~~AMGEN INC COMMON~~ STOCK ~~031162100~~584690309 1013,~~423~~275 ~~191~~378,~~000~~100 SH ~~ARGOSY~~SOLE ~~GAMING CO COMMON STOCK 040228108 414 11~~378,~~000~~100 SH0 ~~ARIBA~~0 ~~INC~~3M COMPANY COMMON STOCK ~~04033V104~~88579Y101 64,~~177~~949 360,~~119,500~~300 SH ~~BRISTOL~~SOLE ~~MYERS SQUIBB CO COMMON STOCK 110122108 9~~60,~~401~~300 ~~383,700~~0 SH0 ~~CAESARS~~AG ~~ENTERTAINMENT~~EDWARDS INC COMMON STOCK ~~127687101~~281760108 214,~~425~~502 1104,~~428,300~~200 SH ~~CATERPILLAR~~SOLE ~~INC COMMON STOCK 149123101 5~~104,~~187~~200 ~~65,300~~0 SH0 ~~CISCO~~AKAMAI ~~SYSTEMS~~TECHNOLOGIES INC COMMON STOCK ~~17275R102~~00971T101 112,~~978~~315 ~~505~~177,~~400~~700 SH ~~CLOROX~~SOLE ~~CO COMMON STOCK 189054109 18~~177,~~963~~700 ~~352,600~~0 SH0 ~~COCA~~AMERICAN ~~COLA~~INTERNATIONAL COGROUP INC COMMON STOCK ~~191216100~~026874107 228,~~100~~885 ~~437~~135,~~800~~300 SH ~~COLGATE-PALMOLIVE~~SOLE ~~COMPANY COMMON STOCK 194162103 10~~135,~~533~~300 ~~180,200~~0 SH0 ~~COOPER~~ARIBA ~~CAMERON~~INC ~~CORPORATION~~ COMMON STOCK ~~216640102~~04033V203 3,~~789~~594 77216,~~800~~483 SH ~~CORN~~SOLE ~~PRODUCTS INTERNATIONAL COMMON STOCK 219023108 931 20~~216,~~000~~483 SH0 ~~CYPRESS~~0 ~~SEMICONDUCTOR~~AZTAR CORP COMMON STOCK ~~232806109~~054802103 75,~~190~~468 ~~506~~156,~~700~~600 SH ~~DEERE~~SOLE ~~& CO COMMON STOCK 244199105 4~~156,~~671 66,~~600 SH0 ~~DEVON~~0 ~~ENERGY~~BLUELINX ~~CORP~~HOLDINGS INC COMMON STOCK ~~25179M103~~09624H109 72,~~366~~935 ~~111~~202,~~600~~800 SH ~~DIGITAL~~SOLE ~~INSIGHT CORP COMMON STOCK 25385P106 3~~202,~~198~~800 ~~154,248~~0 SH0 ~~DOLLAR~~CDW ~~TREE~~COMPUTER ~~STORES~~CENTERS INC COMMON STOCK ~~256747106~~12512N105 3,~~709~~521 ~~135~~53,~~200~~061 SH ~~DYNAVAX~~SOLE ~~TECHNOLOGIES~~53,061 ~~CORP~~0 ~~COMMON~~0 ~~STOCK~~CISCO ~~268158102~~SYSTEMS ~~999~~INC ~~150,000 SH EFUNDS CORP~~ COMMON STOCK ~~28224R101~~17275R102 13,~~274~~626 72187,~~800~~900 SH ~~FISERV~~SOLE ~~INC COMMON STOCK 337738108 13~~187,~~121~~900 ~~337,400~~0 SH0 ~~FOUNDRY~~CLOROX ~~NETWORKS~~CO ~~INC~~ COMMON STOCK ~~35063R100~~189054109 717,~~305~~909 ~~519~~303,~~200~~900 SH ~~GENERAL~~SOLE ~~ELECTRIC COMMON STOCK 369604103 14~~303,~~467~~900 ~~446,500~~0 SH0 ~~GOLDMAN~~CREEDENCE ~~SACHS~~SYSTEMS ~~GROUP~~CORPORATION ~~INC~~ COMMON STOCK ~~38141G104~~225302108 163,~~977~~261 ~~180~~356,~~300~~424 SH ~~HARLEY~~SOLE ~~DAVIDSON INC COMMON STOCK 412822108 9~~356,~~873~~424 ~~159,400~~0 SH0 ~~INSTINET~~DOLLAR ~~GROUP~~TREE STORES INC COMMON STOCK ~~457750107~~256747106 86,~~025~~399 1223,~~519,900~~115 SH ~~INTERMUNE~~SOLE ~~INC COMMON STOCK 45884X103 3~~223,~~964~~115 ~~257,074~~0 SH0 ~~INTERSIL~~DYNAVAX ~~HOLDING~~TECHNOLOGIES CORP COMMON STOCK ~~46069S109~~268158102 51,~~928~~718 ~~273~~214,~~700~~704 SH ~~JOHNSON~~SOLE &214,704 ~~JOHNSON~~0 ~~COMMON~~0 ~~STOCK~~ESTEE ~~478160104~~LAUDER ~~3,938~~COMPANIES ~~70,700~~INC ~~SH KOHLS CORP~~ COMMON STOCK ~~500255104~~518439104 36,~~323~~275 78137,~~600~~100 SH ~~MAXIM~~SOLE ~~INTEGRATED~~137,100 ~~PRODUCTS~~0 0 EURONET WORLDWIDE INC COMMON STOCK ~~57772K101~~298736109 162,~~565~~684 ~~316~~103,~~000~~148 SH ~~MEDICIS~~SOLE ~~PHARMACEUTICAL CORP CLASS A STOCK 584690309 8~~103,~~685~~148 ~~217,400~~0 SH0 ~~MEDTRONIC~~FOUNDRY NETWORKS INC COMMON STOCK ~~585055106~~35063R100 ~~6,421~~197 ~~131~~15,~~800~~000 SH ~~MERRILL~~SOLE ~~LYNCH~~15,000 &0 CO0 ~~COMMON~~FREEPORT ~~STOCK~~MCMORAN ~~590188108~~COPPER ~~18,126~~& ~~335,800~~GOLD ~~SH MYLAN LABORATORIES~~ INC ~~COMMON~~CLASS B STOCK ~~628530107~~35671D857 52,~~599~~343 ~~276~~61,~~500~~300 SH ~~NOVELL~~SOLE ~~INC COMMON STOCK 670006105 13~~61,~~458~~300 ~~1,604,000~~0 SH0 ~~PANERA~~GENERAL ~~BREAD~~CABLE COCORP COMMON STOCK ~~69840W108~~369300108 84,~~061~~557 ~~224~~329,~~670~~000 SH ~~PAR~~SOLE ~~PHARMACEUTICAL~~329,000 ~~COMPANIES~~0 0 HARLEY DAVIDSON INC COMMON STOCK ~~69888P106~~412822108 163,~~594~~116 ~~471~~51,300 SH ~~PARKER~~SOLE ~~DRILLING CO COMMON STOCK 701081101 3~~51,~~112~~300 ~~814,700~~0 SH0 ~~REPUBLIC~~HARRAHS ~~SERVICES~~ENTERTAINMENT INC COMMON STOCK ~~760759100~~413619107 67,~~028~~351 ~~208~~109,~~300~~900 SH ~~TARGET~~SOLE ~~CORP COMMON STOCK 87612E106 8~~109,~~426~~900 ~~198,400~~0 SH0 ~~TTM~~HOSPIRA ~~TECH~~ INC COMMON STOCK ~~87305R109~~441060100 ~~801~~8,871 67264,~~586~~800 SH ~~TYCO~~SOLE ~~INTERNATIONAL COMMON STOCK 902124106 15~~264,~~682~~800 ~~473,200~~0 SH0 ~~UNIVISION~~INSTINET ~~COMMUNICATIONS~~GROUP INC COMMON STOCK ~~914906102~~457750107 148,~~161~~904 ~~443~~1,~~500 SH VERITAS SOFTWARE CORP COMMON STOCK 923436109 11~~476,~~294~~600 ~~407,714~~ SH ~~VIACOM~~SOLE ~~INC CLASS B STOCK 925524308 20~~1,~~946 586~~476,~~400~~600 SH0 ~~WEIGHT~~0 ~~WATCHERS~~INTEGRATED ~~INTL~~DEVICE TECHNOLOGY INC COMMON STOCK ~~948626106~~458118106 113,~~398~~158 ~~291~~273,200 SH AGSOLE ~~EDWARDS INC OPTIONS - CALLS 281760908 20~~273,~~418~~200 ~~600,000~~0 SH0 ~~CALL~~ INTERMUNE INC ~~OPTIONS~~COMMON -STOCK ~~CALLS~~45884X103 ~~45884X903 9~~3,~~252~~567 ~~600~~269,000 SH ~~CALL~~SOLE ~~MYLAN LABORATORIES INC OPTIONS - CALLS 628530907 51~~269,~~436 2,540,~~000 SH0 ~~CALL~~0 ~~NOVELL~~JOHNSON ~~INC~~& ~~OPTIONS~~JOHNSON -COMMON ~~CALLS~~STOCK ~~670006905~~478160104 ~~10,907~~514 18,~~300,000~~100 SH ~~CALL~~SOLE ~~TTM TECH INC OPTIONS - CALLS 87305R909 2~~8,~~963~~100 ~~250,000~~0 SH0 ~~CALL~~K2 ~~ALLERGAN~~ INC ~~OPTIONS~~COMMON -STOCK ~~PUTS~~482732104 ~~018490952 30~~2,~~437~~979 ~~340~~187,~~000~~600 SH ~~PUT~~SOLE ~~ALLIANCE GAMING CORP OPTIONS - PUTS 01859P959 6~~187,~~006~~600 ~~350,000~~0 SH0 ~~PUT~~LINEAR ~~BAUSCH~~TECHNOLOGY ~~AND~~CORPORATION ~~LOMB~~COMMON ~~INC~~STOCK ~~OPTIONS~~535678106 ~~- PUTS 071707953 26~~2,~~679~~225 ~~410~~57,~~000~~400 SH ~~PUT~~SOLE ~~610~~57,~~106~~400 ~~26,293,892~~0 ~~Name~~0 ofMARTIN ~~Issuer~~MARIETTA ~~Investment~~MATERIALS ~~Other~~INC ~~Voting~~COMMON ~~Voting~~STOCK ~~Voting~~573284106 ~~Discretion~~6,262 ~~Managers~~116,700 ~~Authority~~SH ~~Authority Authority Sole Shared None AGRIUM INC~~ SOLE ~~422~~116,~~500~~700 0 0 ~~ALLIANCE~~MAXIM ~~GAMING~~INTEGRATED ~~CORP~~PRODUCTS ~~SOLE~~INC ~~350,000~~COMMON 0STOCK 057772K101 ~~AMERICAN~~8,152 ~~INTERNATIONAL~~192,300 ~~GROUP~~SH ~~INC~~ SOLE ~~250~~192,~~400~~300 0 0 ~~AMGEN~~MAY ~~INC~~DEPARTMENT ~~SOLE~~STORES ~~191,000~~COMMON 0STOCK 0577778103 ~~ARGOSY~~8,226 ~~GAMING~~279,800 COSH SOLE 11279,~~000~~800 0 0 ~~ARIBA~~MERRILL ~~INC~~LYNCH ~~SOLE~~& ~~3,119,500~~CO 0COMMON 0STOCK ~~BRISTOL~~590188108 ~~MYERS~~3,712 ~~SQUIBB~~62,100 COSH SOLE ~~383~~62,~~700~~100 0 0 ~~CAESARS~~MICRO ~~ENTERTAINMENT~~THERAPEUTICS INC ~~SOLE~~COMMON ~~1,428,300~~STOCK 059500W100 0568 ~~CATERPILLAR~~151,501 ~~INC~~SH SOLE 65151,~~300~~501 0 0 ~~CISCO~~MYLAN ~~SYSTEMS~~LABORATORIES INC ~~SOLE~~COMMON ~~505,400~~STOCK 0628530107 06,817 ~~CLOROX~~385,600 COSH SOLE ~~352~~385,600 0 0 ~~COCA~~NOKIA ~~COLA~~CORP COADS ~~SOLE~~ADR ~~437,800~~STOCK 0654902204 02,954 ~~COLGATE-PALMOLIVE~~188,500 ~~COMPANY~~SH SOLE ~~180~~188,~~200~~500 0 0 ~~COOPER~~NOVELLUS ~~CAMERON~~SYSTEMS ~~CORPORATION~~INC ~~SOLE~~COMMON ~~77,800~~STOCK 0670008101 06,175 ~~CORN~~221,400 ~~PRODUCTS~~SH ~~INTERNATIONAL~~ SOLE 20221,~~000~~400 0 0 ~~CYPRESS~~O2MICRO ~~SEMICONDUCTOR~~INTERNATIONAL ~~CORP~~LIMITED ~~SOLE~~ADR ~~506,700~~STOCK 0G6797E106 02,892 ~~DEERE~~252,800 &SH CO SOLE 66252,~~600~~800 0 0 ~~DEVON~~ORIGEN ~~ENERGY~~FINANCIAL ~~CORP~~INC ~~SOLE~~COMMON ~~111,600~~STOCK 068619E208 0390 ~~DIGITAL INSIGHT CORP SOLE 154~~52,~~248~~200 0SH ~~0 DOLLAR TREE STORES INC~~ SOLE ~~135~~52,200 0 0 ~~DYNAVAX~~PANERA ~~TECHNOLOGIES~~BREAD ~~CORP~~CO ~~SOLE~~COMMON ~~150,000~~STOCK 069840W108 010,857 ~~EFUNDS~~269,259 ~~CORP~~SH SOLE 72269,~~800~~259 0 0 ~~FISERV~~PAR ~~INC~~PHARMACEUTICAL ~~SOLE~~COMPANIES ~~337,400~~INC 0COMMON 0STOCK ~~FOUNDRY~~69888P106 ~~NETWORKS~~8,090 ~~INC SOLE 519~~195,~~200~~500 0SH ~~0 GENERAL ELECTRIC~~ SOLE ~~446~~195,500 0 0 ~~GOLDMAN~~PARKER ~~SACHS~~DRILLING ~~GROUP~~CO ~~INC~~COMMON ~~SOLE~~STOCK ~~180~~701081101 2,~~300~~602 0662,000 0SH ~~HARLEY DAVIDSON INC~~ SOLE ~~159~~662,~~400~~000 0 0 ~~INSTINET~~PMC-SIERRA ~~GROUP~~ INC ~~SOLE~~COMMON STOCK 69344F106 1,~~519~~428 126,900 0SH ~~0 INTERMUNE INC~~ SOLE ~~257~~126,~~074~~900 0 0 ~~INTERSIL~~REVLON ~~HOLDING~~INC ~~CORP~~COMMON ~~SOLE~~STOCK ~~273,700~~761525500 0515 0223,800 ~~JOHNSON~~SH ~~& JOHNSON~~ SOLE 70223,~~700~~800 0 0 ~~KOHLS~~SANTARUS ~~CORP~~INC ~~SOLE~~COMMON ~~78,600~~STOCK 0802817304 03,225 ~~MAXIM~~356,009 ~~INTEGRATED~~SH ~~PRODUCTS INC~~ SOLE ~~316~~356,~~000~~009 0 0 ~~MEDICIS~~SCHERING ~~PHARMACEUTICAL~~PLOUGH CORP ~~SOLE~~COMMON ~~217,400~~STOCK 0806605101 03,328 ~~MEDTRONIC~~159,400 ~~INC~~SH SOLE ~~131~~159,~~800~~400 0 0 ~~MERRILL~~SHIRE ~~LYNCH~~PHARMACEUTICALS &GROUP COPLC ~~SOLE~~COMMON ~~335,800~~STOCK 082481R106 04,468 ~~MYLAN~~139,841 ~~LABORATORIES~~SH ~~INC~~ SOLE ~~276~~139,~~500~~841 0 0 ~~NOVELL~~SPECTRANETICS ~~INC~~CORP ~~SOLE~~COMMON ~~1,604,000~~STOCK 084760C107 0525 ~~PANERA~~93,456 ~~BREAD~~SH CO SOLE ~~224~~93,~~670~~456 0 0 ~~PAR~~TAIWAN ~~PHARMACEUTICAL~~SEMICONDUCTOR ~~COMPANIES~~ADS ~~INC~~ADR ~~SOLE~~STOCK ~~471~~874039100 3,~~300~~675 0432,900 0SH ~~PARKER DRILLING CO~~ SOLE ~~814~~432,~~700~~900 0 0 ~~REPUBLIC~~TEXAS ~~SERVICES~~INSTRUMENTS ~~INC~~COMMON ~~SOLE~~STOCK ~~208~~882508104 3,~~300~~351 0136,100 0SH ~~TARGET CORP~~ SOLE ~~198~~136,~~400~~100 0 0 ~~TTM~~TRIQUINT ~~TECH~~SEMICONDUCTOR INC ~~SOLE~~COMMON ~~67,586~~STOCK 089674K103 02,544 ~~TYCO INTERNATIONAL SOLE 473~~571,~~200~~600 0SH ~~0 UNIVISION COMMUNICATIONS INC~~ SOLE ~~443~~571,~~500~~600 0 0 ~~VERITAS~~TYCO ~~SOFTWARE~~INTERNATIONAL ~~CORP~~COMMON ~~SOLE~~STOCK ~~407~~902124106 8,~~714~~299 ~~0 0 VIACOM INC SOLE 586~~232,~~400~~200 0SH ~~0 WEIGHT WATCHERS INTL INC~~ SOLE ~~291~~232,200 0 0 AGUNIVISION ~~EDWARDS~~COMMUNICATIONS INC ~~SOLE~~COMMON ~~600,000~~STOCK 0914906102 02,863 ~~INTERMUNE~~97,800 ~~INC~~SH SOLE ~~600~~97,~~000~~800 0 0 ~~MYLAN~~WATSON ~~LABORATORIES~~PHARMACEUTICALS INC ~~SOLE~~COMMON ~~2,540,000~~STOCK 0942683103 05,994 ~~NOVELL~~182,700 ~~INC~~SH SOLE 1182,~~300,000~~700 0 0 ~~TTM~~XOMA ~~TECH~~LTD ~~INC~~COMMON ~~SOLE~~STOCK ~~250,000~~G9825R107 ~~0 0 ALLERGAN INC SOLE 340~~1,~~000~~969 ~~0 0 ALLIANCE GAMING CORP SOLE 350~~760,~~000~~261 0SH ~~0 BAUSCH AND LOMB INC~~ SOLE ~~410~~760,~~000~~261 0 0 26320,~~293,892~~571

CONFIDENTIAL 13F FILING FOR QUARTER ENDING 12/31/04

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