-----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, FqSDv7TRGCFBODRDBGifg/iDfylz6Ke4IAvnUtLNTpxCevRJVVFdPG7sUErknoT2 4UnO2LU6QAhm+DhnBt+x0g== 0000919574-09-003317.txt : 20090217 0000919574-09-003317.hdr.sgml : 20090216 20090217101044 ACCESSION NUMBER: 0000919574-09-003317 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090217 DATE AS OF CHANGE: 20090217 EFFECTIVENESS DATE: 20090217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ZIMMER LUCAS CAPITAL LLC CENTRAL INDEX KEY: 0001269832 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10550 FILM NUMBER: 09607841 MAIL ADDRESS: STREET 1: 45 BROADWAY STREET 2: 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10006 13F-HR 1 d961877_13f-hr.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, 2008 Check here if Amendment: | |; Amendment Number: This Amendment (Check only one): | | is a restatement | | adds new holding entries. Institutional Manager Filing this Report: Name: Zimmer Lucas Capital, LLC Address: 535 Madison Avenue, 6th Floor New York, New York 10022 13F File Number: 28-10550 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: Stuart J. Zimmer Title: Managing Member Phone: 212-440-0740 Signature, Place and Date of Signing: /s/ Stuart J. Zimmer New York, New York February 17, 2009 - ----------------------- -------------------------- ---------------------- [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 managers(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: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 3 Form 13F Information Table Entry Total: 46 Form 13F Information Table Value Total: $357,058 (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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name 1. 28-10735 ZLP Master Utility Fund, Ltd. 2. 28-10775 ZLP Master Opportunity Fund, Ltd. 3. 28-11923 ZLP Fund, LP FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COL 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) PRN AMT PRN CALL DISCRETION MNGRS SOLE SHARED NONE - -------------- -------------- ----- ------- ------- --- ---- ---------- ----- ---- ------ ---- ALLEGHENY ENERGY INC COM 017361106 16,219 479,000 SH SHARED 1,2 479,000 ALLIANT ENERGY CORP COM 018802108 13,058 447,500 SH SHARED 1,2 447,500 ATLAS ENERGY RESOURCES LLC COM 049303100 639 50,000 SH SHARED 3 50,000 ATMOS ENERGY CORP COM 049560105 10,601 447,300 SH SHARED 1,2 447,300 BUCKEYE GP HOLDINGS LP COM UNITS LP 118167105 9,865 770,714 SH SHARED 3 770,714 CENTERPOINT ENERGY INC COM 15189T107 694 55,000 SH SHARED 1,2 55,000 CMS ENERGY CORP COM 125896100 9,043 894,500 SH SHARED 1,2 894,500 CONSTELLATION ENERGY GROUP I COM 210371100 502 20,000 SH SHARED 1,2 20,000 COPANO ENERGY L L C COM UNITS 217202100 2,874 246,238 SH SHARED 3 246,238 DCP MIDSTREAM PARTNERS LP COM UT LTD PTN 23311P100 180 19,200 SH SHARED 3 19,200 DUKE ENERGY CORP NEW COM 26441C105 12,643 842,300 SH SHARED 1,2 842,300 EASTERN AMERN NAT GAS TR SPERS RCT UNIT 276217106 5,834 231,069 SH SHARED 3 231,069 EL PASO ELEC CO COM NEW 283677854 1,375 76,000 SH SHARED 1,2 76,000 ENERGY RECOVERY INC COM 29270J100 76 10,000 SH SHARED 2 10,000 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 10,366 639,500 SH SHARED 3 639,500 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 10,098 296,900 SH SHARED 3 296,900 ENTERGY CORP NEW COM 29364G103 2,078 25,000 SH SHARED 1,2 25,000 HUGOTON RTY TR TEX UNIT BEN INT 444717102 1,178 73,400 SH SHARED 3 73,400 INERGY HLDGS L P COM 45661Q107 931 42,976 SH SHARED 3 42,976 INERGY L P UNIT LTD PTNR 456615103 2,342 137,438 SH SHARED 3 137,438 INTEGRYS ENERGY GROUP INC COM 45822P105 1,397 32,500 SH SHARED 1,2 32,500 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 19,478 487,197 SH SHARED 2,3 487,197 LINN ENERGY LLC UNIT LTD LIAB 536020100 1,966 131,300 SH SHARED 3 131,300 MV OIL TR TR UNITS 553859109 4,499 573,100 SH SHARED 3 573,100 NORTHEAST UTILS COM 664397106 21,565 896,300 SH SHARED 1,2 896,300 NORTHWESTERN CORP COM NEW 668074305 58,240 2,481,455 SH SHARED 1,2 2,481,455 NV ENERGY INC COM 67073Y106 21,462 2,170,072 SH SHARED 1,2 2,170,072 ONEOK INC NEW COM 682680103 2,330 80,000 SH SHARED 1,2 80,000 ORMAT TECHNOLOGIES INC COM 686688102 303 9,500 SH SHARED 2 9,500 PEPCO HOLDINGS INC COM 713291102 14,228 801,100 SH SHARED 1,2 801,100 PICO HLDGS INC COM NEW 693366205 1,927 72,500 SH SHARED 2 72,500 PINNACLE WEST CAP CORP COM 723484101 3,052 95,000 SH SHARED 1,2 95,000 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 16,886 486,771 SH SHARED 3 486,771 PUBLIC SVC ENTERPRISE GROUP COM 744573106 12,978 444,900 SH SHARED 1,2 444,900 REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 837 103,966 SH SHARED 3 103,966 SOUTHERN UN CO NEW COM 844030106 7,231 554,500 SH SHARED 1,2 554,500 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 3,571 100,746 SH SHARED 3 100,746 SULPHCO INC COM 865378103 2,084 2,217,203 SH SHARED 2 2,217,203 SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 4,574 101,323 SH SHARED 3 101,323 TEPPCO PARTNERS L P UT LTD PARTNER 872384102 2,515 128,500 SH SHARED 3 128,500 UNISOURCE ENERGY CORP COM 909205106 22,500 766,342 SH SHARED 1,2 766,342 UNITED STATES NATL GAS FUND UNIT 912318102 811 35,000 SH SHARED 2,3 35,000 WESTAR ENERGY INC COM 95709T100 17,257 841,400 SH SHARED 1,2 841,400 WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 451 35,161 SH SHARED 3 35,161 WHITING USA TR I TR UNIT 966389108 2,564 235,658 SH SHARED 3 235,658 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 1,758 147,200 SH SHARED 3 147,200
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