13F-HR 1 d25873_13fhr.txt FORM 13-F 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, 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: THE EDGEMONT ASSET MANAGEMENT CORPORATION Address: 140 EAST 45TH STREET, 43RD FLOOR NEW YORK, NY 10017 Form 13F File Number: 28- 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: JUDITH REARDON Title: VICE PRESIDENT Phone: 212-922-2999 Signature, Place, and Date of Signing: /s/ JUDITH REARDON NEW YORK, NY xx APRIL 2001 [Signature] [City, State] [Date] FORM 13F INFORMATION TABLE PAGE 1
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------ -------------- -------- -------- ------------------ ---------- -------- -------------------- SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE SOLE ------------------ -------------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ---- ACE LTD COMMON 2008853 34,131,660 928,500 XXXX ACLARA BIOSCIENCES INC COMMON 00461P10 1,072,500 195,000 XXXX ADELPHIA COMMUNICATIONS C COMMON 00684810 40,500,000 1,000,000 XXXX ADVANCEPCS COMMON 00790K10 11,395,776 210,000 XXXX AFFILIATED COMPUTER SVCS COMMON 00819010 55,165,000 850,000 XXXX AGERE SYS INC COMMON 00845V10 4,635,000 750,000 XXXX AKSYS LTD COMMON 01019610 1,281,250 250,000 XXXX ALLIED CAP CORP NEW COMMON 01903Q10 6,679,488 331,900 XXXX ALLOS THERAPEUTICS INC COMMON 01977710 3,836,250 660,000 XXXX AMDOCS LIMITED COMMON G0260210 28,740,000 600,000 XXXX AMERICAN TOWER CORP COMMON 02991220 11,562,500 625,000 XXXX ANAREN MICROWAVE INC COMMON 03274410 125,625 10,000 XXXX AOL TIME WARNER INC COMMON 02364J10 26,097,500 650,000 XXXX APPLIED MATERIALS INC COMMON 03822210 870,000 20,000 XXXX ARGONAUT TECHNOLOGIES INC COMMON 04017510 6,509,482 894,000 XXXX ARQULE INC COMMON 04269E10 6,625,000 500,000 XXXX ARRAY BIOPHARMA INC COMMON 04269X10 1,827,500 340,000 XXXX ASPECT MED SYS INC COMMON 04523510 5,812,500 500,000 XXXX AT+T CORP COMMON 00195720 2,800,000 200,000 XXXX AURORA BIOSCIENCE CORP COMMON 05192010 5,496,563 307,500 XXXX AUTOZONE INC COMMON 05333210 2,802,000 100,000 XXXX BIONX IMPLANTS INC COMMON 09064Q10 970,594 862,750 XXXX BOB EVANS FARMS INC COMMON 09676110 880,400 49,600 XXXX BREEZECOM LTD COMMON 256075 5,499,961 822,424 XXXX BROADWING INC COMMON 11162010 7,660,000 400,000 XXXX BUDGET GROUP INC COMMON 11900310 1,774,500 975,000 XXXX CABOT MICROELECTRONICS CO COMMON 12709P10 440,000 10,000 XXXX CARDINAL HEALTH INC COMMON 1419Y108 59,985,000 620,000 XXXX CARESCIENCE INC COMMON 14172610 979,825 1,119,800 XXXX CENDANT CORP COMMON 15131310 102,130,000 7,000,000 XXXX CEPHALON INC PREF 15670810 12,858,535 95,000 XXXX CHAMPIONSHIP AUTO RACING COMMON 15871110 2,768,580 170,900 XXXX CHARLES RIV LABORATORIES COMMON 15986410 17,325,000 700,000 XXXX CHARLOTTE RUSSE HLDG INC COMMON 16104810 4,462,500 150,000 XXXX CIMA LABS INC COMMON 17179610 2,485,000 40,000 XXXX CINAR CORP COMMON 17190530 3,485,650 995,900 XXXX CLEAR CHANNEL COMMUNICATI COMMON 19851610 81,675,000 1,500,000 XXXX COLLATERAL THERAPEUTICS COMMON 19392110 959,380 100,000 XXXX COMCAST CORP COMMON 20030020 62,906,250 1,500,000 XXXX COMMUNITY HEALTH SYS INC COMMON 20366610 11,400,000 400,000 XXXX COMVERSE TECHNOLOGY INC COMMON 20586240 5,889,000 100,000 XXXX CONCEPTUS INC COMMON 20601610 4,484,400 500,000 XXXX CONCORD EFS INC COMMON 20618910 204,435,825 5,055,600 XXXX CONSTELLATION BRANDS INC COMMON 21036P10 5,022,500 70,000 XXXX CONSTELLATION ENERGY GROU COMMON 21037110 3,307,500 75,000 XXXX COORS ADOLPH CO COMMON 21701610 4,908,000 75,000 XXXX CORPORATE EXECUTIVE BRD C COMMON 21988R10 36,221,981 1,199,900 XXXX CORVAS INTERNATIONAL INC COMMON 22100510 900,000 100,000 XXXX COSTAR GROUP INC COMMON 22160N10 1,912,500 100,000 XXXX COX COMMUNICATIONS INC NE COMMON 22404410 44,490,000 1,000,000 XXXX CROWN CASTLE INTL CORP COMMON 22822710 740,625 50,000 XXXX CRYOLIFE INC COMMON 22890310 12,965,000 500,000 XXXX CSG SYS INTL INC COMMON 12634910 65,900,000 1,600,000 XXXX CURON MED INC COMMON 23129210 1,497,353 370,000 XXXX DELTAGEN INC COMMON 24783R10 1,135,625 197,500 XXXX DENTSPLY INTL INC NEW COMMON 24903010 5,475,000 150,000 XXXX DIAGNOSTIC PRODS CORP COMMON 25245010 1,694,875 32,500 XXXX DIAMONDS TR COMMON 25278710 19,828,000 200,000 XXXX DISPATCH MNGM SVCS CORP COMMON 25492710 25,212 1,260,600 XXXX DOVER DOWNS ENTMT INC COMMON 26008610 3,842,500 307,400 XXXX DUKE ENERGY CO COMMON 26439910 17,096,000 400,000 XXXX DUKE ENERGY CO PREF 26439910 21,800,000 800,000 XXXX EEX CORP COMMON 29356V10 8,118,000 2,200,000 XXXX ENRON CORP COMMON 29356110 5,810,000 100,000 XXXX ENTERCOM COMMUNICATIONS C COMMON 29363910 18,864,000 480,000 XXXX EXELON CORP COMMON 30161N10 6,560,000 100,000 XXXX EXODUS COMMUNICATIONS INC COMMON 30208810 1,075,000 100,000 XXXX EXPRESS SCRIPTS INC COMMON 30218210 34,672,000 400,000 XXXX FAMILY DLR STORES INC COMMON 30700010 12,850,000 500,000 XXXX FEDERAL AGRIC MTG CORP COMMON 31314830 11,925,000 500,000 XXXX FOREST OIL CORP COMMON 34609160 5,382,000 180,000 XXXX FRONTLINE LTD COMMON 35921R10 599,113 33,400 XXXX FRONTLINE LTD COMMON 35921R10 31,382,280 1,800,000 XXXX GAP INC COMMON 36476010 7,116,000 300,000 XXXX GENZYME TRANSGENICS CORP COMMON 37246E10 1,968,750 300,000 XXXX GETTY IMAGES INC COMMON 37427610 1,612,500 100,000 XXXX GLOBAL PMTS INC COMMON 37940X10 462,500 25,000 XXXX GREENPOINT FINL CORP COMMON 39538410 13,040,000 400,000 XXXX GTECH HLDGS CORP COMMON 40051810 5,450,000 200,000 XXXX HAEMONETICS CORP MASS COMMON 40502410 9,930,000 300,000 XXXX HCA HEALTHCARE CO COMMON 40411910 16,108,000 400,000 XXXX HEALTH MGMT ASSOC COMMON 42193310 6,220,000 400,000 XXXX HEALTHCARE RECOVERIES INC COMMON 42220K10 5,738,288 1,391,100 XXXX HEALTHSOUTH CORP COMMON 42192410 25,780,000 2,000,000 XXXX HOMESTORE COM INC COMMON 43785210 6,992,000 294,400 XXXX HOTEL RESERVATIONS NETWOR COMMON 44145110 9,141,250 355,000 XXXX IDEC PHARMACEUTICALS CORP COMMON 44937010 24,600,000 615,000 XXXX IHOP CORP NEW COMMON 44962310 1,890,000 94,500 XXXX ILLUMINET HOLDINGS INC COMMON 45233410 14,800,888 719,800 XXXX INDYMAC BANCORP INC COMMON 45660710 28,740,000 1,000,000 XXXX INPUT/OUTPUT INC COMMON 45765210 935,000 100,000 XXXX INSPIRE PHAMACEUTICAL INC COMMON 45773310 1,350,000 200,000 XXXX INTERGRATED TELECOM EXPRE COMMON 45817U10 1,159,375 530,000 XXXX IRON MTN INC PA COMMON 46284610 3,832,000 100,000 XXXX ITC DELTACOM COMMON 45031T10 2,450,463 417,100 XXXX KINDER MORGAN INC KANS COMMON 49455P10 31,920,000 600,000 XXXX KING PHARMACEUTICALS INC COMMON 49558210 12,225,000 300,000 XXXX KPMG CONSULTING INC COMMON 48265R10 16,900,000 1,300,000 XXXX KROLL O GARA CO COMMON 50105010 1,200,775 223,400 XXXX LABORATORY CORP AMER HLDG COMMON 50540R40 24,050,000 200,000 XXXX LAMAR ADVERTISING CO COMMON 51281510 29,400,000 800,000 XXXX LIFEPOINT HOSPS INC COMMON 53219L10 21,450,000 600,000 XXXX LIGHTSPAN INC COMMON 53326F10 215,625 115,000 XXXX LINCARE HLDGS INC COMMON 53279110 237,297,638 4,482,600 XXXX MAIL COM INC COMMON 56031110 602,456 876,300 XXXX MANUGISTICS GROUP INC COMMON 56501110 3,113,125 170,000 XXXX MEDAREX INC COMMON 58391610 4,171,875 250,000 XXXX METHODE ELECTRS INC COMMON 59152020 8,968,750 500,000 XXXX MGIC INVT CORP WIS COMMON 55284810 13,684,000 200,000 XXXX MIPS TECHNOLOGIES INC COMMON 60456710 1,513,952 65,824 XXXX NASDAQ 100 TR COMMON 63110010 15,660,000 400,000 XXXX NATIONAL PROCESSING INC COMMON 63722910 7,069,777 380,300 XXXX NETWORKS ASSOCS INC COMMON 64093810 5,280,000 640,000 XXXX NEXTEL COMMUNICATIONS INC COMMON 65332V10 2,515,625 175,000 XXXX NEXTEL PARTNERS INC COMMON 65333F10 686,720 50,000 XXXX NISOURCE INC COMMON 65473P10 3,112,000 100,000 XXXX NPS PHARMACEUTICALS INC COMMON 62936P10 2,100,000 100,000 XXXX NRG ENERGY INC COMMON 62937710 9,100,000 250,000 XXXX NUI CORP COMMON 62943010 7,705,584 285,392 XXXX OCEAN ENERGY INC TEX COMMON 67481E10 6,620,000 400,000 XXXX OCEANEERING INTL INC COMMON 67523210 12,900,000 600,000 XXXX OCWEN FINL CORP COMMON 67574610 6,792,000 800,000 XXXX OIL STATES INTL INC COMMON 67802610 1,125,000 100,000 XXXX OMI CORPORATION COMMON 67087410 10,044,000 1,550,000 XXXX ORION PWR HLDGS INC COMMON 68628610 6,140,000 200,000 XXXX ORTHOFIX INTERNATIONAL COMMON N6748L10 18,092,869 801,900 XXXX PARKER DRILLING CO COMMON 70108110 14,080,000 2,200,000 XXXX PEC SOLUTIONS INC COMMON 70510710 1,900,000 200,000 XXXX PETSMART INC COMMON 71676810 40,840,000 10,210,000 XXXX PETSMART INC BOND 716768AA 27,000,000 37,500,000 XXXX PHARMACEUTICAL HOLDRS TR COMMON 71712A20 7,656,000 80,000 XXXX PHILADELPHIA CONS HLDG CO COMMON 71752810 35,912,500 1,300,000 XXXX POZEN INC COMMON 73941U10 800,000 100,000 XXXX PRIME HOSPITALITY CORP COMMON 74191710 2,160,000 200,000 XXXX PROGRESSIVE CORP OHIO COMMON 74331510 9,705,000 100,000 XXXX QUICKLOGIC CORP COMMON 74838C10 431,094 77,500 XXXX RADIAN GROUP INC COMMON 75023610 6,775,000 100,000 XXXX RADVISION LTD COMMON 2562326 2,428,125 350,000 XXXX REEBOK INTL LTD COMMON 75811010 4,972,000 200,000 XXXX REGENERATION TECH INC DEL COMMON 75886N10 5,375,000 500,000 XXXX RESEARCH IN MOTION LTD COMMON 76097510 439,400 20,000 XXXX ROSETTA INPHARMATICS INC COMMON 77777710 720,000 80,000 XXXX ROSS STORES INC COMMON 77829610 1,875,000 100,000 XXXX RTW INC COMMON 74974R10 2,616,300 1,231,200 XXXX SEACHANGE INTL INC COMMON 81169910 3,023,438 225,000 XXXX SHIRE PHARMACEUTICALS GRO COMMON 82481R10 6,562,500 150,000 XXXX SHOHKOH FUND + CO COMMON 6805715 11,790,950 100,000 XXXX SILICON GRAPHICS INC COMMON 82705610 1,871,500 475,000 XXXX SILVERSTREAM SOFTWARE INC COMMON 82790710 7,101,600 750,000 XXXX SIMPSON MFG INC COMMON 82907310 4,930,000 100,000 XXXX STARWOOD HOTELS + RESORTS COMMON 85590520 27,208,000 800,000 XXXX STELMAR SHIPPING LTD COMMON 2737522 9,079,000 700,000 XXXX STRATOS LIGHTWAVE INC COMMON 86310010 250,000 25,000 XXXX TALK COM INC COMMON 87917610 6,750,000 3,000,000 XXXX TEEKAY SHIPPING CORP COMMON 2933795 12,780,000 300,000 XXXX TELIK INC COMMON 87959M10 2,956,875 570,000 XXXX TENET HEALTHCARE CORP COMMON 88033G10 8,800,000 200,000 XXXX THERMOGENESIS CORP COMMON 88362320 1,599,650 556,400 XXXX TRITON ENERGY LTD COMMON 2899273 1,877,000 100,000 XXXX UNION PAC CORP COMMON 90781810 5,625,000 100,000 XXXX UNOCAL CORP COMMON 91528910 3,457,000 100,000 XXXX UROLOGIX INC COMMON 91727310 2,042,500 95,000 XXXX US ONCOLOGY INC COMMON 90338W10 3,700,125 455,400 XXXX UTILICORP UTD INC COMMON 91800510 7,928,200 245,000 XXXX VARIAGENICS INC COMMON 92219610 500,000 100,000 XXXX VENATOR GROUP INC COMMON 92294410 5,520,000 400,000 XXXX VERITAS DGC INC COMMON 92343P10 3,195,000 100,000 XXXX VIACOM INC COMMON 2520595 26,680,996 606,800 XXXX VIRATA CORP COMMON 92764610 979,688 75,000 XXXX WALGREEN CO COMMON 93142210 6,120,000 150,000 XXXX WASHINGTON REAL ESTATE IN COMMON 93965310 2,334,000 100,000 XXXX WATERS CORP COMMON 94184810 8,128,750 175,000 XXXX WEBSENSE INC COMMON 94768410 2,375,000 200,000 XXXX WETHERSPOON (JD) COMMON 0163895 104,945,699 20,439,322 XXXX WMS INDUSTRIES INC COMMON 92929710 3,600,000 200,000 XXXX XL CAPITAL LTD COMMON 2283401 15,214,000 200,000 XXXX ** GRAND TOTAL ** 2,425,006,733