13F-HR 1 d13fhr.txt FORM 13-HR Form 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Cover Page Report for the Calendar Year or Quarter Ended: March 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: Peter Homans Address: One International Place 29th 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) July 29, 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: 47 Form 13F Information Table Value Total: $169,785 (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 Name of Reporting __________________________________

~~Name~~Item of5: ~~Reporting Manager --------------------------------------------------------------------------------------------------------------------~~ Item 16: Item 2: Item 34: Shares (b) Shared As Item 41: Title of Item 53: ~~Name~~Fair Market of ~~Issuer~~Principal ~~Title~~Defined In (c) Shared- Name of Issuer Class CUSIP number ~~Fair~~Value ~~Market~~Amount ~~Value~~(a) ~~Shares~~Sole ofInstr. ~~Principal~~V ~~Amount~~Other ------------------------------------------------------------------------------------------------------------------------ ABBOTT LABORATORIES ~~COM~~COMM 002824100 12,~~000~~257 2560,000 ~~ADVANCED~~X ~~FIBRE~~AETNA ~~COMMUNICATIONS~~INC ~~COM~~COMM ~~00754A105~~00817Y108 510,~~004~~107 ~~300~~205,000 X AFFYMETRIX INC ~~COM~~COMM 00826T108 ~~1,602~~5 ~~70,000~~200 ~~AMGEN~~X ~~INC~~ARROW ~~COM~~ELECTRONICS ~~031162100~~INC ~~6,284~~COMM ~~130,000~~042735100 ~~ANDREW~~761 ~~CORP COM 034425108 308 30~~51,~~000~~790 ~~BIO-RAD~~X ~~LABORATORIES~~ANTHEM INC CLCOMM A03674B104 ~~CL A 090572207 464~~ 12,~~000~~058 ~~CABOT MICROELECTRONICS CORP COM 12709P103 4~~182,~~814 102,~~000 ~~CERNER~~X ~~CORP~~BIOGEN ~~COM~~INC ~~156782104~~COMM 6090597105 5,~~252~~543 ~~200~~185,000 ~~CREE~~X ~~RESEARCH~~BIO-RAD ~~INC~~LABORATORIES ~~COM 225447101 728 44,500 CYMER~~ INC ~~COM~~CL ~~232572107~~A ~~484~~CL ~~15,000~~A ~~EASTMAN~~090572207 ~~KODAK CO COM 277461109~~ 3,~~504~~575 100,000 ~~EXTREME~~X ~~NETWORKS~~BIOSITE DIAGNOSTICS INC ~~COM~~COMM ~~30226D106~~090945106 ~~180~~6,914 55180,000 ~~FOREST~~X ~~LABORATORIES~~BOSTON ~~INC~~SCIENTIFIC ~~COM~~CORP ~~345838106~~COMM ~~9,822~~101137107 ~~100~~408 10,000 ~~HCA-HEALTHCARE~~X COCARDINAL ~~COM~~HEALTH ~~404119109~~INC ~~8,300~~COMM ~~200,000~~14149Y108 ~~IDEC~~855 ~~PHARMACEUTICALS CORP COM 449370105 6~~15,~~634 200,~~000 ~~INVESTORS~~X ~~FINL~~CABOT ~~SERVICES~~MICROELECTRONICS CORP ~~COM~~COMM ~~461915100~~12709P103 56,~~478~~530 ~~200~~155,~~000~~700 ~~OXFORD~~X ~~HEALTH~~CREE ~~PLANS~~RESEARCH INC ~~COM~~COMM ~~691471106~~225447101 72,~~290~~130 ~~200~~115,000 ~~CHILDRENS~~X ~~PLACE~~CTI ~~RETAIL~~MOLECULAR ~~STORES~~IMAGING ~~COM 168905107 266 25,000 QUALCOMM~~ INC ~~COM~~COMM ~~747525103~~22943D105 ~~364~~196 10,000 RFX ~~MICRO~~EXTREME ~~DEVICES~~NETWORKS INC ~~COM~~COMM ~~749941100~~30226D106 73238 1055,000 ~~SCIOS~~X ~~NOVA~~F5 NETWORKS INC ~~COM~~COMM ~~808905103~~315616102 74,~~656~~857 ~~235~~384,~~000~~600 ~~SILICON~~X ~~LABORATORIES~~FINISH LINE INC-CL ~~COM~~A ~~826919102~~CL 42A 2317923100 3,~~180~~651 ~~SEMICONDUCTOR~~243,400 ~~HOLDRS~~X TRGARMIN ~~DEP~~LTD ~~RPCT~~COMM ~~816636203~~G37260109 713,~~753~~121 ~~350~~366,~~000~~500 ~~SANDISK~~X ~~CORP~~HCA-HEALTHCARE ~~COM~~CO ~~80004C101~~COMM 2404119109 9,~~700~~099 ~~133~~220,000 ***SGSX ~~THOMSON~~HOLLYWOOD ~~MICROELEC-~~ENTERTAINMENT ~~COM~~CORP ~~861012102~~COMM ~~2,731~~436141105 ~~140~~339 21,~~000~~200 ~~VARIAN~~X ~~SEMICONDUCTOR~~HEALTH ~~EQUIPMENT~~NET ~~COM~~INC ~~922207105~~COMM ~~356~~42222G108 402 15,000 ~~WALGREEN~~X COINVESTORS ~~COM~~FINL ~~931422109~~SERVICES ~~438~~CORP ~~15,000~~COMM ~~WEBSENSE~~461915100 ~~INC COM 947684106 1~~3,~~068~~448 50141,~~000~~700 ~~91,595~~X ~~--------------------------------------------------------------------------------------------~~ISHARES ~~Item~~TR 6:COMM ~~Item~~464287531 7:,175 ~~--------------------------------------------------------------------~~500,000 ~~Name~~X ofISHARES ~~Issuer~~TR ~~(a)~~COMM ~~Sole~~464287515 ~~(b)~~7,368 ~~Shared~~300,000 AsX ~~Defined~~INTERMUNE InPHARMACEUTICALS ~~Instr.~~INC VCOMM ~~(c)~~45884X103 ~~Shared-Other~~214 ~~Other~~10,000 ~~Managers ---------------------------------------------------------------------------------------------------------------------------- ABBOTT LABORATORIES~~ X ~~one~~LINEAR ~~ADVANCED~~TECHNOLOGY ~~FIBRE~~CORPORATION ~~COMMUNICATIONS~~COMM X535678106 ~~one~~9,554 ~~AFFYMETRIX~~309,500 ~~INC~~ X ~~one~~LINCARE ~~AMGEN~~HOLDINGS INC XCOMM ~~one~~532791100 ~~ANDREW~~767 ~~CORP~~25,000 X ~~one~~MACROMEDIA ~~BIO-RAD LABORATORIES~~ INC CLCOMM A556100105 X2,418 ~~one~~200,000 ~~CABOT MICROELECTRONICS CORP~~ X ~~one~~MICROCHIP ~~CERNER~~TECHNOLOGY ~~CORP X one CREE RESEARCH~~ INC XCOMM ~~one~~595017104 ~~CYMER~~1,095 ~~INC~~55,000 X ~~one~~MOTOROLA ~~EASTMAN KODAK CO X one EXTREME NETWORKS~~ INC XCOMM ~~one~~620076109 ~~FOREST~~83 ~~LABORATORIES~~10,000 ~~INC~~ X ~~one~~MARVELL ~~HCA-HEALTHCARE~~TECHNOLOGIES COGROUP XCOMM ~~one~~G5876H105 ~~IDEC~~212 ~~PHARMACEUTICALS~~10,000 ~~CORP~~ X ~~one INVESTORS FINL SERVICES CORP X one~~ OXFORD HEALTH PLANS INC XCOMM ~~one~~691471106 ~~CHILDRENS~~5,210 ~~PLACE~~171,600 ~~RETAIL STORES~~ X ~~one~~OMNIVISION ~~QUALCOMM~~TECHNOLOGIES INC XCOMM ~~one~~682128103 RF1,658 ~~MICRO~~80,000 ~~DEVICES INC~~ X ~~one~~PRIORITY ~~SCIOS~~HEALTHCARE ~~NOVA~~CORP ~~INC~~CL XB ~~one~~CL ~~SILICON~~B ~~LABORATORIES~~74264T102 ~~INC~~133 5,000 X ~~one~~PHARMACEUTICAL ~~SEMICONDUCTOR~~HLDRS ~~HOLDRS~~ TR XCOMM ~~one~~71712A206 ~~SANDISK~~8,148 ~~CORP~~110,000 X ~~one~~PEOPLESOFT ***SGSINC ~~THOMSON~~COMM ~~MICROELEC-~~712713106 X1,530 ~~one~~100,000 ~~VARIAN SEMICONDUCTOR EQUIPMENT~~ X ~~one~~QUALCOMM ~~WALGREEN CO X one WEBSENSE~~ INC XCOMM ~~one~~747525103 ~~-------------------------------------------------~~288 ~~Item~~ 8:,000 ~~-------------------------------------------------~~X ~~Name~~SEPRACOR ofINC ~~Issuer~~COMM ~~(a)~~817315104 ~~Sole~~3,790 ~~(b)~~279,900 ~~Shared~~X ~~(c)~~SCHERING ~~None~~PLOUGH ~~--------------------------------------------------------------------------------~~CORP ~~ABBOTT~~COMM ~~LABORATORIES~~806605101 25178 10,000 ~~ADVANCED~~X ~~FIBRE~~SHIRE ~~COMMUNICATIONS~~PHARMACEUTICALS ~~300,000~~GROUP ~~AFFYMETRIX~~ADR ~~INC~~ADR ~~70,000~~82481R106 ~~AMGEN INC 130~~6,~~000~~486 ~~ANDREW CORP 30~~350,000 ~~BIO-RAD~~X ~~LABORATORIES~~SEMICONDUCTOR ~~INC~~HOLDRS CLTR ADEP ~~12,000~~RPCT ~~CABOT~~816636203 ~~MICROELECTRONICS CORP 102~~8,~~000~~012 ~~CERNER CORP 200~~347,000 ~~CREE~~X ~~RESEARCH~~SANDISK ~~INC~~CORP ~~44,500~~COMM ~~CYMER~~80004C101 ~~INC 15~~6,~~000~~476 ~~EASTMAN KODAK CO 100~~385,000 ~~EXTREME~~X ~~NETWORKS~~ST ~~INC~~JUDE ~~55,000~~MEDICAL ~~FOREST LABORATORIES~~ INC ~~100,000~~COMM ~~HCA-HEALTHCARE~~790849103 CO488 ~~200~~10,000 ~~IDEC~~X ~~PHARMACEUTICALS~~SKYWORKS ~~CORP~~SOLUTIONS ~~200,000~~INC ~~INVESTORS~~COMM ~~FINL~~83088M102 ~~SERVICES~~93 ~~CORP 200~~15,000 ~~OXFORD~~X ~~HEALTH~~TERADYNE ~~PLANS~~ INC ~~200,000~~COMM ~~CHILDRENS~~880770102 ~~PLACE RETAIL STORES 25~~5,~~000~~063 ~~QUALCOMM INC 10~~435,000 RFX ~~MICRO~~TRIAD ~~DEVICES~~HOSPITALS INC ~~10,000~~COMM ~~SCIOS~~89579K109 ~~NOVA~~6,187 ~~INC 235~~230,000 ~~SILICON~~X ~~LABORATORIES~~VARIAN ~~INC 2,180~~ SEMICONDUCTOR ~~HOLDRS~~EQUIPMENT TRCOMM ~~350,000~~922207105 ~~SANDISK~~102 ~~CORP 133~~5,000 ***SGSX ~~THOMSON~~WYETH ~~MICROELEC-~~COMM ~~140,000~~983024100 ~~VARIAN~~567 ~~SEMICONDUCTOR EQUIPMENT~~ 15,000 ~~WALGREEN CO 15~~169,~~000 WEBSENSE INC 50,000~~785

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