-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, U+aAUjQeRLTRUXxwlUxFhue6h1k5GbmoiDhY+O6P4K44VqgEtTQ21mZiEZe2B9kh 8+/gHRLnTX9ATAVKAjL9mA== 0001193125-10-122018.txt : 20100517 0001193125-10-122018.hdr.sgml : 20100517 20100517152019 ACCESSION NUMBER: 0001193125-10-122018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100517 DATE AS OF CHANGE: 20100517 EFFECTIVENESS DATE: 20100517 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JGD MANAGEMENT CORP /NY CENTRAL INDEX KEY: 0001012670 IRS NUMBER: 133633324 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05440 FILM NUMBER: 10838103 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE, 17TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 2123001300 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE, 17TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 13F-HR 1 d13fhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2010 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: JGD Management Corp. Address: 767 Fifth Avenue 17th Floor New York, NY 10153 Form 13F File Number: 28-05440 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: Adam J. Semler Title: Chief Operating Officer Phone: (212) 300-1300 Signature, Place, and Date of Signing: /s/ Adam J. Semler New York, New York May 17, 2010 - --------------------------------- ----------------------- ---------------- [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).) * As of January 1, 2010, York Capital Management Global Advisors, LLC, an affiliate of JGD Management Corp., commenced exercising investment discretion over certain investment funds holding securities that are included in this Form 13F. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 67 Form 13F Information Table Value Total: $4,024,911 (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. NONE FORM 13F INFORMATION TABLE
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ---------------------------- -------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- AIR PRODS & CHEMS INC COM 009158106 87,473 1,182,870 SH SOLE 1,182,870 AK STL HLDG CORP COM 001547108 46,500 2,034,102 SH SOLE 2,034,102 ALLERGAN INC COM 018490102 75,059 1,149,101 SH SOLE 1,149,101 ALPHA NATURAL RESOURCES INC COM 02076X102 77,567 1,554,762 SH SOLE 1,554,762 ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,669 351,046 SH SOLE 351,046 BANK OF AMERICA CORPORATION COM 060505104 220,836 12,371,749 SH SOLE 12,371,749 BEST BUY INC COM 086516101 104,798 2,463,508 SH SOLE 2,463,508 CB RICHARD ELLIS GROUP INC CL A 12497T101 35,000 2,208,185 SH SOLE 2,208,185 CIT GROUP INC COM NEW 125581801 46,917 1,204,235 SH SOLE 1,204,235 CITIGROUP INC COM 172967101 58 14,312 SH SOLE 14,312
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ---------------------------- -------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- COCA COLA ENTERPRISES INC COM 191219104 164,889 5,961,297 SH SOLE 5,961,297 COMMERCIAL VEH GROUP INC COM 202608105 3,213 450,000 SH SOLE 450,000 DANA HOLDING CORP COM 235825205 23,470 1,975,550 SH SOLE 1,975,550 ENDEAVOUR INTL CORP COM 29259G101 970 764,074 SH SOLE 764,074 EXXON MOBIL CORP COM 30231G102 252 3,765 SH SOLE 3,765 GENERAL GROWTH PPTYS INC COM 370021107 57,608 3,580,360 SH SOLE 3,580,360 GOOGLE INC CL A 38259P508 137,690 242,789 SH SOLE 242,789 HEINZ H J CO COM 423074103 40,981 898,519 SH SOLE 898,519 INVENTIV HEALTH INC COM 46122E105 2,246 100,000 SH SOLE 100,000 IVANHOE ENERGY INC COM 465790103 22,788 6,900,000 SH SOLE 6,900,000 IVANHOE MINES LTD COM 46579N103 75,821 4,353,663 SH SOLE 4,353,663
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ---------------------------- -------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- KELLOGG CO COM 487836108 50,204 939,617 SH SOLE 939,617 KRAFT FOODS INC CL A 50075N104 38,112 1,260,308 SH SOLE 1,260,308 LEAR CORP COM NEW 521865204 53,500 674,227 SH SOLE 674,227 LIMITED BRANDS INC COM 532716107 12,310 500,000 SH SOLE 500,000 MAGUIRE PPTYS INC COM 559775101 2,310 749,860 SH SOLE 749,860 MANPOWER INC COM 56418H100 48,718 852,899 SH SOLE 852,899 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 3,619 81,500 SH SOLE 81,500 MARTIN MARIETTA MATLS INC COM 573284106 48,048 575,077 SH SOLE 575,077 MEAD JOHNSON NUTRITION CO COM 582839106 287,023 5,516,482 SH SOLE 5,516,482 MONSTER WORLDWIDE INC COM 611742107 15,250 918,100 SH SOLE 918,100 MOTOROLA INC COM 620076109 1,458 207,674 SH SOLE 207,674
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ---------------------------- -------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- NORDSTROM INC COM 655664100 95,020 2,326,070 SH SOLE 2,326,070 RESMED INC COM 761152107 38,190 600,000 SH SOLE 600,000 SEARS HLDGS CORP COM 812350106 841 7,757 SH SOLE 7,757 SPDR GOLD TRUST GOLD SHS 78463V107 34,838 319,760 SH SOLE 319,760 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 5,245 225,000 SH SOLE 225,000 VULCAN MATLS CO COM 929160109 59,057 1,250,147 SH SOLE 1,250,147 WALTER ENERGY INC COM 93317Q105 69,772 756,169 SH SOLE 756,169 WASHINGTON FED INC COM 938824109 35,695 1,756,632 SH SOLE 1,756,632 WILLBROS GROUP INC DEL COM 969203108 3,294 274,287 SH SOLE 274,287 XEROX CORP COM 984121103 146,250 15,000,000 SH SOLE 15,000,000 YAHOO INC COM 984332106 62,755 3,796,404 SH SOLE 3,796,404
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ---------------------------- -------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- ABOVENET INC COM 00374N107 130,271 2,567,928 SH SOLE 2,567,928 EAST WEST BANCORP INC COM 27579R104 52,066 3,320,942 SH SOLE 3,320,942 GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 46,131 8,121,651 SH SOLE 8,121,651 ATLAS ENERGY INC COM 049298102 18,672 600,000 SH SOLE 600,000 AIRGAS INC COM 009363102 312,677 4,914,756 SH SOLE 4,914,756 INTERACTIVE DATA CORP COM 45840J107 9,891 309,100 SH SOLE 309,100 OSI PHARMACEUTICALS INC COM 671040103 328,293 5,512,900 SH SOLE 5,512,900 RCN CORP COM NEW 749361200 91,554 6,071,212 SH SOLE 6,071,212 RETAIL OPPORTUNITY INVTS COR COM 76131N101 506 50,000 SH SOLE 50,000 ALCON INC COM SHS H01301102 340,286 2,106,250 SH SOLE 2,106,250 DIRECTV COM CL A 25490A101 136,537 4,038,361 SH SOLE 4,038,361
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ---------------------------- -------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- FORD MTR CO CAP TR II PFD TR CV6.5% 345395206 52,664 1,135,000 SH SOLE 1,135,000 STANLEY BLACK & DECKER INC. COM 854502101 56,981 992,521 SH SOLE 992,521 PRIDE INTL INC DEL COM 74153Q102 37,631 1,249,774 SH SOLE 1,249,774 SPDR S&P 500 ETF TR UNIT SER 1 S&P 78462F103 21,972 21,100 SH PUT SOLE 21,100 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 18,319 51,293 SH CALL SOLE 51,293 GENERAL ELECTRIC CO COM 369604103 5,170 23,500 SH CALL SOLE 23,500 GOOGLE INC CL A 38259P508 6,935 10,100 SH CALL SOLE 10,100 INTEL CORP COM 458140100 6,960 30,000 SH CALL SOLE 30,000 OSI PHARMACEUTICALS INC COM 671040103 161 167 SH CALL SOLE 167 MIRANT CORP NEW *W EXP 01/03/201 60467R126 1 12,480 SH SOLE 12,480 MIRANT CORP NEW *W EXP 01/03/201 60467R118 12 122,372 SH SOLE 122,372 RETAIL OPPORTUNITY INVTS COR *W EXP 10/23/201 76131N119 258 250,000 SH SOLE 250,000 INTERNATIONAL COAL GRP INC N NOTE 9.000% 8/0 45928HAD8 10,652 9,027,000 PRN SOLE 9,027,000
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