13F-HR 1 camelot.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, 2001 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: CAMELOT MANAGEMENT INC Address: 3 Pickwick Plaza Greenwich, CT 06830 13 File Number: 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 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: Heidi B. Smith Title: COO Phone: Signature, Place and Date of Signing: Heidi B. Smith January 25, 2002 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. 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: 0 Form 13F Information Table Entry Total: 58 Form 13F Information Table Value Total: 648097 FORM 13F INFORMATION TABLE 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 4 KIDS ENTMT INC COM COMMON STOCK 350865101 1202 60000 SH SOLE 60000 0 0 D ACCENTURE LTD COMMON STOCK G1150G111 33852 1257500 SH SOLE 1257500 0 0 D AFFILIATED COMPUTER SERVICES I COMMON STOCK 008190100 7705 72600 SH SOLE 72600 0 0 D AKAMAI TECH COM STK COMMON STOCK 00971T101 891 150000 SH SOLE 150000 0 0 D AOL TIME WARNER COMMON STOCK 00184A105 20589 641400 SH SOLE 641400 0 0 D AOL TIME WARNER OPTIONS - CALLS 00184AAAF 8025 250000 SH CALL SOLE 250000 0 0 D AOL TIME WARNER OPTIONS - PUTS 00184AAMF 16050 500000 SH PUT SOLE 500000 0 0 D ARIBA INC COM COMMON STOCK 04033V104 18480 3000000 SH SOLE 3000000 0 0 D BE FREE INC COM STK COMMON STOCK 073308108 3341 1576000 SH SOLE 1576000 0 0 D BUSINESS OBJECTS S.A. SPONS AD ADRS STOCKS 12328X107 9719 287558 SH SOLE 287558 0 0 D CHECK POINT SOFTWARE TECHNOLO OPTIONS - CALLS M224650AI 15956 400000 SH CALL SOLE 400000 0 0 D CHECK POINT SOFTWARE TECHNOLO OPTIONS - PUTS M224650MH 11967 300000 SH PUT SOLE 300000 0 0 D CHECK POINT SOFTWARE TECHNOLO OPTIONS - PUTS M224650MI 7978 200000 SH PUT SOLE 200000 0 0 D CITRIX SYSTEMS INC COM COMMON STOCK 177376100 10449 461130 SH SOLE 461130 0 0 D COMPUWARE CORP COM COMMON STOCK 205638109 988 83800 SH SOLE 83800 0 0 D COMVERSE TECHNOLOGY INC USD CO COMMON STOCK 205862402 10402 465000 SH SOLE 465000 0 0 D CONCORD EFS INC COM COMMON STOCK 206197105 15571 475000 SH SOLE 475000 0 0 D CRITICAL PATH INC COMMON STOCK 22674V100 4063 1482730 SH SOLE 1482730 0 0 D CSG SYSTEMS INTL INC COM COMMON STOCK 126349109 17021 420800 SH SOLE 420800 0 0 D DIAMOND CLUSTER INTL COM COMMON STOCK 25278P106 4104 313300 SH SOLE 313300 0 0 D EBAY INC COM STK COMMON STOCK 278642103 31939 477415 SH SOLE 477415 0 0 D EBAY INC COM STK OPTIONS - PUTS 278642EMM 6690 100000 SH PUT SOLE 100000 0 0 D ELECTRONIC ARTS COM COMMON STOCK 285512109 13953 232740 SH SOLE 232740 0 0 D ELECTRONIC DATA SYS CORP COM OPTIONS - PUTS 285661OMM 6855 100000 SH PUT SOLE 100000 0 0 D ENTRUST TECHNOLOGIES INC COMMON STOCK 293848107 7222 708707 SH SOLE 708707 0 0 D INFORMATICA CORP COMMON STOCK 45666Q102 726 50000 SH SOLE 50000 0 0 D INKTOMI CORP COM COMMON STOCK 457277101 6173 920000 SH SOLE 920000 0 0 D INTUIT INC COM COMMON STOCK 461202103 39683 927600 SH SOLE 927600 0 0 D LIBERATE TECHNOLOGY CORP COMMON STOCK 530129105 2698 235000 SH SOLE 235000 0 0 D MANAGEMNT NETWORK COM STK COMMON STOCK 561693102 6048 876500 SH SOLE 876500 0 0 D MICROMUSE INC COM COMMON STOCK 595094103 6263 417500 SH SOLE 417500 0 0 D MICROSOFT CORP COM COMMON STOCK 594918104 49913 753400 SH SOLE 753400 0 0 D NETSCREEN TECHNOLOGI ES INC COMMON STOCK 64117V107 3926 177400 SH SOLE 177400 0 0 D NETWORK ASSOCIATES INC COM COMMON STOCK 640938106 17301 669300 SH SOLE 669300 0 0 D OPENWAVE SYSTEMS INC COM STK COMMON STOCK 683718100 7130 728277 SH SOLE 728277 0 0 D ORACLE CORPORATION U SD.01 COM COMMON STOCK 68389X105 10358 750000 SH SOLE 750000 0 0 D PALM INC COM STK COMMON STOCK 696642107 1843 475000 SH SOLE 475000 0 0 D PEOPLESOFT INC COM COMMON STOCK 712713106 25124 624985 SH SOLE 624985 0 0 D PEOPLESOFT INC COM OPTIONS - PUTS 7127130MH 10050 250000 SH PUT SOLE 250000 0 0 D PRICELINE.COM INC COM COMMON STOCK 741503106 4656 800000 SH SOLE 800000 0 0 D REGISTER.COM COM STK COMMON STOCK 75914G101 525 45650 SH SOLE 45650 0 0 D RESEARCH IN MOTION LTD COMMON STOCK 760975102 8706 367040 SH SOLE 367040 0 0 D RSA SECURITY INC COM STK OPTIONS - PUTS 7497191MU 3492 200000 SH PUT SOLE 200000 0 0 D SAP AKTIENGESELLSCHAFT ADRS STOCKS 803054204 11619 363900 SH SOLE 363900 0 0 D SONICWALL INC. COMMON STOCK 835470105 15729 809100 SH SOLE 809100 0 0 D SPORTSLINE USA INC COM COMMON STOCK 848934105 1094 374500 SH SOLE 374500 0 0 D SUNGARD DATA SYSTEM INC COM COMMON STOCK 867363103 28930 1000000 SH SOLE 1000000 0 0 D SYMANTEC CORP COM OPTIONS - PUTS 8715030ML 13266 200000 SH PUT SOLE 200000 0 0 D TIBCO SOFTWARE INC USD COM COMMON STOCK 88632Q103 373 25000 SH SOLE 25000 0 0 D TRAVELOCITY.COM COMM STOCK COMMON STOCK 893953109 2225 77500 SH SOLE 77500 0 0 D VERISIGN INC COM COMMON STOCK 92343E102 7608 200000 SH SOLE 200000 0 0 D VERITAS SOFTWARE CORP COM COMMON STOCK 923436109 30018 669600 SH SOLE 669600 0 0 D VERITAS SOFTWARE CORP COM OPTIONS - PUTS 9234362MH 17932 400000 SH PUT SOLE 400000 0 0 D VIACOM INC CL B COM OPTIONS - PUTS 925524SMH 11038 250000 SH PUT SOLE 250000 0 0 D VIGNETTE CORPORATION COMMON STOCK 926734104 2685 500000 SH SOLE 500000 0 0 D VITRIA TECH INC COM STK COMMON STOCK 92849Q104 4460 697900 SH SOLE 697900 0 0 D WEBMD CORP COM COMMON STOCK 94769M105 2623 371500 SH SOLE 371500 0 0 D YAHOO INC COM OPTIONS - CALLS 984332EAD 8870 500000 SH CALL SOLE 500000 0 0 S REPORT SUMMARY 58 DATA RECORDS 648097 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED