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: Sirios Capital Management, L.P. ------------------------------------------ Address: 75 Park Plaza ------------------------------------------ Boston, MA 02116 ------------------------------------------ 13 File Number: 02805369 --------------- 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: John F. Brennan, Jr. ---------------------------------------- Title: ---------------------------------------- Phone: 617-598-5180 ---------------------------------------- Signature, Place and Date of Signing: /s/ John F. Brennan, Jr. Boston, MA 02/12/04 ---------------------- ----------------------- ------------ [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).) I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 ---------- Form 13F Information Table Entry Total: 122 ---------- Form 13F Information Table Value Total: $1,504,362 ------------ (Thousands) List of Other Included Managers: No. 13F File Number Name 01 02805371 John F. Brennan, Jr. ---- ------------- ------------------------------ FORM 13F INFORMATION TABLE <TABLE> <CAPTION> <S> <C> <C> <C> <C> <C> <C> <C> COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------ --------------- --------- -------- ----------- ---- -------- -------- ----------------------- VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- D ABGENIX INC COMMON STOCK 00339B107 270 21900 SH OTHER 01 0 X 0 D ALKERMES INC COMMON STOCK 01642T108 1809 134000 SH OTHER 01 0 X 0 D AMERICAN TOWER CORP NOTE 6.250% 10/1 029912AF9 39701 41956000 SH OTHER 01 0 X 0 D AMGEN INC COMMON STOCK 031162100 31044 502415 SH OTHER 01 0 X 0 D AMR CORP COMMON STOCK 001765106 18520 1430150 SH OTHER 01 0 X 0 D AMYLIN PHARMACEUTICALS INC COMMON STOCK 032346108 531 23900 SH OTHER 01 0 X 0 D ANGIOTECH PHARMACEUTICALS INC COMMON STOCK 034918102 1645 35840 SH OTHER 01 0 X 0 D ANTHEM INC COMMON STOCK 03674B104 27028 360370 SH OTHER 01 0 X 0 D ASTORIA FINL CORP COMMON STOCK 046265104 7090 190600 SH OTHER 01 0 X 0 D AT&T WIRELESS SVCS INC COMMON STOCK 00209A106 12935 1618950 SH OTHER 01 0 X 0 D ATI TECHNOLOGIES INC COMMON STOCK 001941103 2882 190600 SH OTHER 01 0 X 0 D BANK NEW YORK INC COMMON STOCK 064057102 10731 324000 SH OTHER 01 0 X 0 D BANK OF AMERICA CORPORATION COMMON STOCK 060505104 19170 238350 SH OTHER 01 0 X 0 D BIG 5 SPORTING GOODS CORP COMMON STOCK 08915P101 1101 52555 SH OTHER 01 0 X 0 D BIOMARIN PHARMACEUTICAL INC COMMON STOCK 09061G101 5692 733500 SH OTHER 01 0 X 0 D BLACK & DECKER CORP COMMON STOCK 091797100 12922 262000 SH OTHER 01 0 X 0 D BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 27295 742510 SH OTHER 01 0 X 0 D BRINKER INTL INC COMMON STOCK 109641100 12016 362370 SH OTHER 01 0 X 0 D BRUKER BIOSCIENCES CORP COMMON STOCK 116794108 635 139500 SH OTHER 01 0 X 0 D CABLEVISION SYS CORP CL A NY CABLVS 12686C109 4019 171820 SH OTHER 01 0 X 0 D CALPINE CORP NOTE 4.000% 12/2 131347BA3 1405 1434000 SH OTHER 01 0 X 0 D CITADEL BROADCASTING CORP COMMON STOCK 17285T106 6124 273750 SH OTHER 01 0 X 0 D CLEAR CHANNEL COMMUNICATIONS COMMON STOCK 184502102 24114 514925 SH OTHER 01 0 X 0 D COLGATE PALMOLIVE CO COMMON STOCK 194162103 22199 443535 SH OTHER 01 0 X 0 D COMCAST CORP NEW COMMON STOCK 20030N200 24173 772550 SH OTHER 01 0 X 0 D CONAGRA FOODS INC COMMON STOCK 205887102 1387 52575 SH OTHER 01 0 X 0 D CONTINENTAL AIRLS INC CL B 210795308 6201 381150 SH OTHER 01 0 X 0 D COSTCO WHSL CORP NEW COMMON STOCK 22160K105 2310 62135 SH OTHER 01 0 X 0 D COVANCE INC COMMON STOCK 222816100 9965 371820 SH OTHER 01 0 X 0 D CSK AUTO CORP COMMON STOCK 125965103 3051 162520 SH OTHER 01 0 X 0 D CULLEN FROST BANKERS INC COMMON STOCK 229899109 1617 39850 SH OTHER 01 0 X 0 D DEAN FOODS CO NEW COMMON STOCK 242370104 943 28675 SH OTHER 01 0 X 0 D DEUTSCHE TELECOM AG SPONSORED ADR 251566105 33826 1865750 SH OTHER 01 0 X 0 D DIGENE CORP COMMON STOCK 253752109 1341 33450 SH OTHER 01 0 X 0 D DISNEY WALT CO COM DISNEY 254687106 60423 2589910 SH OTHER 01 0 X 0 D EATON VANCE CORP COM NON VTG 278265103 1746 47650 SH OTHER 01 0 X 0 D ECHOSTAR COMMUNICATIONS NEW CL A 278762109 1949 57355 SH OTHER 01 0 X 0 D ENTERCOM COMMUNICATIONS CORP CL A 293639100 3382 63855 SH OTHER 01 0 X 0 D LAUDER ESTEE COS INC CL A 518439104 734 18705 SH OTHER 01 0 X 0 D FOOT LOCKER INC COMMON STOCK 344849104 1565 66750 SH OTHER 01 0 X 0 D FOREST LABS INC COMMON STOCK 345838106 11209 181375 SH OTHER 01 0 X 0 D FORTUNE BRANDS INC COMMON STOCK 349631101 684 9570 SH OTHER 01 0 X 0 D FEDERAL HOME LN MTG CORP COMMON STOCK 313400301 56203 963700 SH OTHER 01 0 X 0 D GENZYME CORP COM GENL DIV 372917104 8233 167025 SH OTHER 01 0 X 0 D GOLDEN WEST FINL CORP DEL COMMON STOCK 381317106 4917 47650 SH OTHER 01 0 X 0 D HARSCO CORP COMMON STOCK 415864107 6268 143030 SH OTHER 01 0 X 0 D HCA INC COMMON STOCK 404119109 10237 238300 SH OTHER 01 0 X 0 D HEALTH MGMT ASSOC INC NEW CL A 421933102 11102 462585 SH OTHER 01 0 X 0 D HEARST-ARGYLE TELEVISION INC COMMON STOCK 422317107 263 9560 SH OTHER 01 0 X 0 D HOME DEPOT INC COMMON STOCK 437076102 23355 658075 SH OTHER 01 0 X 0 D HUMANA INC COMMON STOCK 444859102 655 28670 SH OTHER 01 0 X 0 D INTERACTIVECORP COMMON STOCK 45840Q101 44933 1324285 SH OTHER 01 0 X 0 D IVAX CORP COMMON STOCK 465823102 3969 166190 SH OTHER 01 0 X 0 D KINDRED HEALTHCARE INC COMMON STOCK 494580103 7817 150385 SH OTHER 01 0 X 0 D KLA-TENCOR CORP COMMON STOCK 482480100 12276 209700 SH OTHER 01 0 X 0 D KROGER CO COMMON STOCK 501044101 3525 190450 SH OTHER 01 0 X 0 D LABORATORY CORP AMER HLDGS COMMON STOCK 50540R409 9165 248040 SH OTHER 01 0 X 0 D LABRANCHE & CO INC COM NEW 505447102 2223 190450 SH OTHER 01 0 X 0 D LAMAR ADVERTISING CO CL A 512815101 6975 186898 SH OTHER 01 0 X 0 D LATTICE SEMICONDUCTOR CORP COMMON STOCK 518415104 9940 1026856 SH OTHER 01 0 X 0 D LENNAR CORP CL A 526057104 467 4868 SH OTHER 01 0 X 0 D LIBERTY MEDIA CORP NEW COM SER A 530718105 7935 667340 SH OTHER 01 0 X 0 D MANOR CARE INC NEW COMMON STOCK 564055101 8240 238350 SH OTHER 01 0 X 0 D MAXYGEN INC NEW COMMON STOCK 577776107 732 68861 SH OTHER 01 0 X 0 D MAYTAG CORP COMMON STOCK 578592107 1331 47795 SH OTHER 01 0 X 0 D MCDONALDS CORP COMMON STOCK 580135101 39459 1589175 SH OTHER 01 0 X 0 D MEDAREX INC COMMON STOCK 583916101 476 76455 SH OTHER 01 0 X 0 D MEDCO HEALTH SOLUTIONS INC COMMON STOCK 58405U102 34120 1003825 SH OTHER 01 0 X 0 D MGI PHARMA INC COMMON STOCK 552880106 6278 152555 SH OTHER 01 0 X 0 D MICROSOFT CORP COMMON STOCK 594918104 34277 1252350 SH OTHER 01 0 X 0 D MOLECULAR DEVICES CORP COMMON STOCK 60851C107 1361 71655 SH OTHER 01 0 X 0 D NOKIA CORP SPONSORED ADR 654902204 24311 1430050 SH OTHER 01 0 X 0 D NORTEL NETWORKS CORP NEW NOTE 4.250% 9/0 656568AB8 1532 1628000 SH OTHER 01 0 X 0 D NORTHROP GRUMMAN CORP COMMON STOCK 666807102 27346 286050 SH OTHER 01 0 X 0 D NORTHWEST AIRLS CORP CL A 667280101 3013 238350 SH OTHER 01 0 X 0 D PARK PL ENTMT CORP COMMON STOCK 700690100 5163 476700 SH OTHER 01 0 X 0 D PENNEY J C INC COMMON STOCK 708160106 1257 47815 SH OTHER 01 0 X 0 D PEPSI BOTTLING GROUP INC COMMON STOCK 713409100 1849 76470 SH OTHER 01 0 X 0 D PEPSICO INC COMMON STOCK 713448108 3117 66865 SH OTHER 01 0 X 0 D PFIZER INC COMMON STOCK 717081103 28246 799495 SH OTHER 01 0 X 0 D PMI GROUP INC COMMON STOCK 69344M101 51186 1374850 SH OTHER 01 0 X 0 D PRECISION CASTPARTS CORP COMMON STOCK 740189105 30302 667305 SH OTHER 01 0 X 0 D PROGENICS PHARMACEUTICALS COMMON STOCK 743187106 631 33450 SH OTHER 01 0 X 0 D PROGRESSIVE CORP OHIO COMMON STOCK 743315103 22716 271750 SH OTHER 01 0 X 0 D PROTEIN DESIGN LABS INC COMMON STOCK 74369L103 941 52565 SH OTHER 01 0 X 0 D PSYCHIATRIC SOLUTIONS INC COMMON STOCK 74439H108 4208 201320 SH OTHER 01 0 X 0 D RARE HOSPITALITY INTL INC COMMON STOCK 753820109 842 34450 SH OTHER 01 0 X 0 D REEBOK INTL LTD COMMON STOCK 758110100 5652 143750 SH OTHER 01 0 X 0 D RESEARCH IN MOTION LTD COMMON STOCK 760975102 38227 572000 SH OTHER 01 0 X 0 D SCRIPPS E W CO OHIO CL A 811054204 46233 491105 SH OTHER 01 0 X 0 D SHAW GROUP INC COMMON STOCK 820280105 2596 190585 SH OTHER 01 0 X 0 D SLM CORP COMMON STOCK 78442P106 46704 1239500 SH OTHER 01 0 X 0 D SMURFIT-STONE CONTAINER CORP COMMON STOCK 832727101 7489 403300 SH OTHER 01 0 X 0 D SOLECTRON CORP COMMON STOCK 834182107 2881 487450 SH OTHER 01 0 X 0 D SOUTHWEST AIRLS CO COMMON STOCK 844741108 15953 988400 SH OTHER 01 0 X 0 D SPRINT CORP PCS COM SER 1 852061506 10717 1906900 SH OTHER 01 0 X 0 D ST JUDE MED INC COMMON STOCK 790849103 9069 147825 SH OTHER 01 0 X 0 D STANLEY WKS COMMON STOCK 854616109 1086 28675 SH OTHER 01 0 X 0 D STAPLES INC COMMON STOCK 855030102 1044 38255 SH OTHER 01 0 X 0 D TARGET CORP COMMON STOCK 87612E106 1835 47795 SH OTHER 01 0 X 0 D TELESYSTEM INTL WIRELESS INC COMMON STOCK 879946606 797 95350 SH OTHER 01 0 X 0 D TEMPLE INLAND INC COMMON STOCK 879868107 1495 23850 SH OTHER 01 0 X 0 D TEREX CORP NEW COMMON STOCK 880779103 8147 286050 SH OTHER 01 0 X 0 D TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2303 40615 SH OTHER 01 0 X 0 D TEXAS INSTRS INC COMMON STOCK 882508104 17424 593050 SH OTHER 01 0 X 0 D THERMO ELECTRON CORP COMMON STOCK 883556102 2348 93180 SH OTHER 01 0 X 0 D TRIAD HOSPITALS INC COMMON STOCK 89579K109 4758 143000 SH OTHER 01 0 X 0 D UNITED MICROELECTRONICS CORP SPONSORED ADR 910873207 14141 2856850 SH OTHER 01 0 X 0 D UNITED STATES STL CORP NEW COMMON STOCK 912909108 10017 286050 SH OTHER 01 0 X 0 D UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 5004 86015 SH OTHER 01 0 X 0 D UNIVERSAL DISPLAY CORP COMMON STOCK 91347P105 222 16200 SH OTHER 01 0 X 0 D UNUMPROVIDENT CORP COMMON STOCK 91529Y106 16170 1025350 SH OTHER 01 0 X 0 D VERIZON COMMUNICATIONS COMMON STOCK 92343V104 16723 476700 SH OTHER 01 0 X 0 D VIACOM INC CL B 925524308 50792 1144485 SH OTHER 01 0 X 0 D VICURON PHARMACEUTICALS INC COMMON STOCK 926471103 980 52565 SH OTHER 01 0 X 0 D WALGREEN CO COMMON STOCK 931422109 696 19120 SH OTHER 01 0 X 0 D WESTERN WIRELESS CORP CL A 95988E204 106911 5823050 SH OTHER 01 0 X 0 D WESTWOOD ONE INC COMMON STOCK 961815107 1308 38235 SH OTHER 01 0 X 0 D WHIRLPOOL CORP COMMON STOCK 963320106 4958 68250 SH OTHER 01 0 X 0 D WILLIAMS SONOMA INC COMMON STOCK 969904101 1329 38235 SH OTHER 01 0 X 0 D ZIMMER HLDGS INC COMMON STOCK 98956P102 24679 350550 SH OTHER 01 0 X 0 </TABLE>