13F-HR 1 doc1.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, 2003 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: Gulbir Madan -------------------------------------------- Address: 650 Fifth Avenue 6th Floor New York, NY 10019 -------------------------------------------- Form 13F File Number: 28-05333 -------- 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: /s/ Gulbir Madan ------------------------- Title: General Partner ------------------------- Phone: (212) 259-2669 ------------------------- Signature, Place, and Date of Signing: /s/ Gulbir Madan New York 1/20/2004 ---------------- -------- --------- [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: [If there are no entries in this list, omit this section.] 13F File Number Name 28-____________ ________________________________________ Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------- Form 13F Information Table Entry Total: 2 ----------- Form 13F Information Table Value Total: $626,636 ----------- List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE

FORM 13F INFORMATION TABLE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ---- Advanced Micro Devices Inc common 007903107 ~~1116555~~447000 ~~100500~~30000 Sole ~~100500~~30000 0 0 ~~Ati~~Tessera Technologies, Inc ~~common 001941103 445800 30000 Sole 30000 0 0 Broadcom Corp common class A 111320107 879780 33000 Sole 33000 0 0 Centillium Communications Inc~~. common ~~152319109~~88164L100 ~~212100~~179636 ~~30000~~9550 Sole ~~30000~~9550 0 0 Cypress Semiconductor Corp common 232806109 617032 34900 Sole 34900 0 0 EMC Corporation Mass common 268648102 505200 40000 Sole 40000 0 0 Fairchild Simiconductor Intl common 303726103 497400 30000 Sole 30000 0 0 Intl Rectifier Corp common 460254105 561600 15000 Sole 15000 0 0 Lam Research Corp common 512807108 555750 25000 Sole 25000 0 0 National Semiconductor Corp common 637640103 1130150 35000 Sole 35000 0 0 RF Micro Devices Inc common 749941100 970200 105000 Sole 105000 0 0 Veritas Software Corporation common 923436109 945600 30000 Sole 30000 0 0 Yahoo! Inc. common 984332106 530850 15000 Sole 15000 0 0 Advanced Micro Devices Inc common 0079039AS 112500 1000 Sole 1000 0 0 January 12.5 Call RF Micro Devices Inc January common 7499419AB 110000 1000 Sole 1000 0 0 10 Call

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