13F-HR 1 zweig.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: March 29, 2002 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: ZWEIG-DIMENNA PARTNERS, L.P. Address: 900 THIRD AVENUE NEW YORK N.Y. 10022 X 13 File Number: 28-4790 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: MARC BALTUCH Title: CHIEF COMPL. OFFICER Phone: 212-451-1100 Signature, Place and Date of Signing: MARC BALTUCH April 23, 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: 3 Form 13F Information Table Entry Total: 143 Form 13F Information Table Value Total: 2817219 List of Other Included Managers: No. 13F File Number Name 01 ZWEIG-DIMENNA ASSOCIATES LLC 02 ZWEIG-DIMENNA INTERNATIONAL 03 GOTHAM ADVISORS, INC. 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 ACE LTD COM COMMON STOCK G0070K103 31454 754300 SH SOLE 010203 754300 0 0 D ADVANCE AUTO PARTS INC COM COMMON STOCK 00751Y106 8513 185059 SH SOLE 010203 185059 0 0 D ADVANCEPCS COMMON STOCK 00790K109 54361 1806600 SH SOLE 010203 1806600 0 0 D ADVISORY BOARD CO Com COMMON STOCK 00762W107 7805 240000 SH SOLE 010203 240000 0 0 D AEROFLEX INC COM COMMON STOCK 007768104 5916 460000 SH SOLE 010203 460000 0 0 D AFC ENTERPRISES INC COM COMMON STOCK 00104Q107 5988 179000 SH SOLE 010203 179000 0 0 D ALCAN INC. COMMON STOCK 013716105 5945 150000 SH SOLE 010203 150000 0 0 D ALLEGHENY ENERGY INC COM STK COMMON STOCK 017361106 16540 400000 SH SOLE 010203 400000 0 0 D AMAZON COM INC COM COMMON STOCK 023135106 14753 1031700 SH SOLE 010203 1031700 0 0 D AMGEN INC USD.0001 COM COMMON STOCK 031162100 17606 295000 SH SOLE 010203 295000 0 0 D AMN HEALTHCARE SERVI CES INC COMMON STOCK 001744101 3094 115000 SH SOLE 010203 115000 0 0 D ANTEON INTL CP COMMON STOCK 03674E108 1165 56000 SH SOLE 010203 56000 0 0 D ANTHEM INC COMMON STOCK 03674B104 32556 565500 SH SOLE 010203 565500 0 0 D ATMEL CORP COM STK COMMON STOCK 049513104 11306 1115000 SH SOLE 010203 1115000 0 0 D AUTOBYTEL INC COMMON STOCK 05275N106 42 11900 SH SOLE 010203 11900 0 0 D AVANEX CORP COM STK COMMON STOCK 05348W109 695 173300 SH SOLE 010203 173300 0 0 D BANK OF AMERICA CORP COM STK COMMON STOCK 060505104 14284 210000 SH SOLE 010203 210000 0 0 D BEAZER HOMES USA INC COM COMMON STOCK 07556Q105 32346 417100 SH SOLE 010203 417100 0 0 D BERKLEY W R CORP COM COMMON STOCK 084423102 68861 1198000 SH SOLE 010203 1198000 0 0 D BEST BUY INC COM COMMON STOCK 086516101 13860 175000 SH SOLE 010203 175000 0 0 D BJ SERVICES CO COM COMMON STOCK 055482103 4309 125000 SH SOLE 010203 125000 0 0 D BLOCK H & R INC COM COMMON STOCK 093671105 21469 483000 SH SOLE 010203 483000 0 0 D CALDERA INTERNATIONA L INC COMMON STOCK 12877Q206 23 14700 SH SOLE 010203 14700 0 0 D CAREMARK RX COMMON STOCK COMMON STOCK 141705103 17817 913700 SH SOLE 010203 913700 0 0 D CAROLINA GROUP COMMON STOCK 540424207 22043 735000 SH SOLE 010203 735000 0 0 D CENDANT CORP COM COMMON STOCK 151313103 8832 460000 SH SOLE 010203 460000 0 0 D CENTEX CORP COM COMMON STOCK 152312104 44047 848200 SH SOLE 010203 848200 0 0 D CERNER CORP COM COMMON STOCK 156782104 18368 385000 SH SOLE 010203 385000 0 0 D CH ROBINSON WORLDWIDE INC COM COMMON STOCK 12541W100 6552 195000 SH SOLE 010203 195000 0 0 D CINERGY CORP COM COMMON STOCK 172474108 13406 375000 SH SOLE 010203 375000 0 0 D CIRCUIT CITY STORES CARMAX GRO COMMON STOCK 172737306 12284 475000 SH SOLE 010203 475000 0 0 D CITIGROUP INC COM STK COMMON STOCK 172967101 39134 790272 SH SOLE 010203 790272 0 0 D COGNOS INC CAD COM N PV COMMON STOCK 19244C109 16607 605000 SH SOLE 010203 605000 0 0 D COMMERCE BANCORP INC N J COM COMMON STOCK 200519106 35148 782800 SH SOLE 010203 782800 0 0 D CORNING INC COM COMMON STOCK 219350105 2393 314000 SH SOLE 010203 314000 0 0 D CSX CORP COM COMMON STOCK 126408103 42447 1113800 SH SOLE 010203 1113800 0 0 D DIME BANCORP INC WTS EXP 1/01/ WARRANTS 25429Q110 42 323300 SH SOLE 010203 323300 0 0 D DOW CHEMICAL CORP COM COMMON STOCK 260543103 5726 175000 SH SOLE 010203 175000 0 0 D DR HORTON INC COM COMMON STOCK 23331A109 30643 812800 SH SOLE 010203 812800 0 0 D DST SYSTEMS INC DEL COM COMMON STOCK 233326107 31449 631500 SH SOLE 010203 631500 0 0 D EBAY INC COM STK COMMON STOCK 278642103 31758 560700 SH SOLE 010203 560700 0 0 D EMISPHERE TECHNOLOGIES INC COMMON STOCK 291345106 12460 732500 SH SOLE 010203 732500 0 0 D ENZON INC COM COMMON STOCK 293904108 33395 754000 SH SOLE 010203 754000 0 0 D EVEREST RE GROUP LTD COM STK COMMON STOCK G3223R108 74998 1081600 SH SOLE 010203 1081600 0 0 D EXPEDITORS INTL WASH INC COM COMMON STOCK 302130109 27816 456000 SH SOLE 010203 456000 0 0 D FAIRCHILD SEMICON INTL CLASS A COMMON STOCK 303726103 13871 485000 SH SOLE 010203 485000 0 0 D FAIRMNT HTL&RES COMMON STOCK 305204109 33281 1176000 SH SOLE 010203 1176000 0 0 D FAMILY DLR STORES INC COM COMMON STOCK 307000109 17492 522000 SH SOLE 010203 522000 0 0 D FREEPORT-MCMORAN COPPER & GOLD COMMON STOCK 35671D857 9691 550000 SH SOLE 010203 550000 0 0 D GATEWAY INC COM COMMON STOCK 367626108 4620 731000 SH SOLE 010203 731000 0 0 D GILLETTE CO COM COMMON STOCK 375766102 11053 325000 SH SOLE 010203 325000 0 0 D GLOBALSANTAFE CORP COMMON STOCK G3930E101 40838 1248874 SH SOLE 010203 1248874 0 0 D HARRAHS ENTMT INC COM COMMON STOCK 413619107 20754 468900 SH SOLE 010203 468900 0 0 D HOME DEPOT INC COM COMMON STOCK 437076102 70912 1458800 SH SOLE 010203 1458800 0 0 D HUNT J B TRANS SVCS INC COM COMMON STOCK 445658107 36797 1294300 SH SOLE 010203 1294300 0 0 D IMCLONE SYSTEMS INC COM COMMON STOCK 45245W109 985 40000 SH SOLE 010203 40000 0 0 D IMPATH INC COM COMMON STOCK 45255G101 7601 185200 SH SOLE 010203 185200 0 0 D INTEGRATED DEFENSE T ECHNOLOGI COMMON STOCK 45819B101 1943 70000 SH SOLE 010203 70000 0 0 D ISOLYSER INC COM COMMON STOCK 464888106 1168 394700 SH SOLE 010203 394700 0 0 D J.D. EDWARDS & CO COM STK COMMON STOCK 281667105 17950 995000 SH SOLE 010203 995000 0 0 D J.P. MORGAN CHASE & CO COM COMMON STOCK 46625H100 8021 225000 SH SOLE 010203 225000 0 0 D JOHNSON & JOHNSON COM COMMON STOCK 478160104 5521 85000 SH SOLE 010203 85000 0 0 D JUNIPER NETWORKS INC COMMON STOCK 48203R104 379 30000 SH SOLE 010203 30000 0 0 D KB HOME COMMON STOCK 48666K109 34911 804400 SH SOLE 010203 804400 0 0 D KLA-TENCOR CORP COM COMMON STOCK 482480100 31920 480000 SH SOLE 010203 480000 0 0 D KNIGHT TRANSPORTATION INC COMMON STOCK 499064103 6448 305000 SH SOLE 010203 305000 0 0 D LABORATORY CRP OF AMER HLDGS COMMON STOCK 50540R409 13420 140000 SH SOLE 010203 140000 0 0 D LAM RESH CORP COM COMMON STOCK 512807108 16859 575000 SH SOLE 010203 575000 0 0 D LAWSON SOFTWARE INC Com COMMON STOCK 520780107 17071 1422600 SH SOLE 010203 1422600 0 0 D LEHMAN BROTHERS HLDGS INC COM COMMON STOCK 524908100 19392 300000 SH SOLE 010203 300000 0 0 D LENDINGTREE INC COMMON STOCK 52602Q105 536 40000 SH SOLE 010203 40000 0 0 D LENNAR CORP COM COMMON STOCK 526057104 43400 822600 SH SOLE 010203 822600 0 0 D LEVEL 3 COMM INC COM COMMON STOCK 52729N100 1680 472000 SH SOLE 010203 472000 0 0 D LIBERTY MEDIA CORP NEW COMMON STOCK 530718105 52291 4136948 SH SOLE 010203 4136948 0 0 D LITHIA MOTORS INC CL A COM COMMON STOCK 536797103 2964 120000 SH SOLE 010203 120000 0 0 D LOCAL FINANCIAL CORP COMMON COMMON STOCK 539553107 21249 1350000 SH SOLE 010203 1350000 0 0 D LOCKHEED MARTIN CORP COM COMMON STOCK 539830109 27926 485000 SH SOLE 010203 485000 0 0 D LOWE'S COS INC COM COMMON STOCK 548661107 55558 1277500 SH SOLE 010203 1277500 0 0 D M D C CORP COLO COM COMMON STOCK 552676108 26225 607050 SH SOLE 010203 607050 0 0 D MAGNA ENTERTAINMENT CL-A COM S COMMON STOCK 559211107 8505 1050000 SH SOLE 010203 1050000 0 0 D MANOR CARE INC COM STK COMMON STOCK 564055101 18197 781000 SH SOLE 010203 781000 0 0 D MAXTOR CORP COM COMMON STOCK 577729205 16020 2305000 SH SOLE 010203 2305000 0 0 D METRIS COMPANIES INC COM COMMON STOCK 591598107 2000 100000 SH SOLE 010203 100000 0 0 D MICROSOFT CORP COM COMMON STOCK 594918104 20566 341000 SH SOLE 010203 341000 0 0 D MIM CORP COM COMMON STOCK 553044108 2723 165000 SH SOLE 010203 165000 0 0 D MIRANT CORP COM STK COMMON STOCK 604675108 5058 350000 SH SOLE 010203 350000 0 0 D MTR GAMING GROUP INC COM COMMON STOCK 553769100 2100 136100 SH SOLE 010203 136100 0 0 D NETSCREEN TECHNOLOGI ES INC COMMON STOCK 64117V107 9973 599000 SH SOLE 010203 599000 0 0 D NETWORK ASSOCIATES INC COM COMMON STOCK 640938106 11616 480000 SH SOLE 010203 480000 0 0 D NIKE INC CL B COMMON STOCK 654106103 23704 395000 SH SOLE 010203 395000 0 0 D NOKIA CORP ADS SHRS EACH ADRS STOCKS 654902204 6380 307600 SH SOLE 010203 307600 0 0 D NORFOLK SOUTHERN CORP COM COMMON STOCK 655844108 65138 2720900 SH SOLE 010203 2720900 0 0 D NOVELLUS SYSTEMS INC COM COMMON STOCK 670008101 23010 425000 SH SOLE 010203 425000 0 0 D NVIDIA CORP COM STK COMMON STOCK 67066G104 15526 350000 SH SOLE 010203 350000 0 0 D NVR INC COM COMMON STOCK 62944T105 27133 86000 SH SOLE 010203 86000 0 0 D OFFICE DEPOT INC USD.01 COM COMMON STOCK 676220106 9925 500000 SH SOLE 010203 500000 0 0 D PACIFICARE HEALTH SYSTEMS INC COMMON STOCK 695112102 5476 313800 SH SOLE 010203 313800 0 0 D PARKER HANNIFIN CORP COM COMMON STOCK 701094104 29631 593800 SH SOLE 010203 593800 0 0 D PAYCHEX INC COM COMMON STOCK 704326107 27063 681700 SH SOLE 010203 681700 0 0 D PETCO ANIMAL SUPPLIE S INC COMMON STOCK 716016209 6841 290000 SH SOLE 010203 290000 0 0 D PFIZER INC COM COMMON STOCK 717081103 20864 525000 SH SOLE 010203 525000 0 0 D PHARMACIA CORPORATION COMMON STOCK 71713U102 24343 540000 SH SOLE 010203 540000 0 0 D PHELPS DODGE CORP COM COMMON STOCK 717265102 22103 525000 SH SOLE 010203 525000 0 0 D PHILIP MORRIS CO INC COMMON STOCK 718154107 70362 1335900 SH SOLE 010203 1335900 0 0 D PLUG POWER INC COM STK COMMON STOCK 72919P103 4027 388300 SH SOLE 010203 388300 0 0 D PULTE HOMES INC COM COMMON STOCK 745867101 36275 758100 SH SOLE 010203 758100 0 0 D QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 14499 175000 SH SOLE 010203 175000 0 0 D ROADWAY CORPORATION COM COMMON STOCK 769742107 13738 371300 SH SOLE 010203 371300 0 0 D ROBERT HALF INTL INC COM COMMON STOCK 770323103 17691 599300 SH SOLE 010203 599300 0 0 D RYAN AIR HLDG PLC ADS ADRS STOCKS 783513104 63435 2113800 SH SOLE 010203 2113800 0 0 D RYDER SYSTEM INC COMMON STOCK 783549108 15257 516500 SH SOLE 010203 516500 0 0 D SALTON MAXIM HOUSEWARES COMMON STOCK 795757103 1213 61100 SH SOLE 010203 61100 0 0 D SBA COMMUNICATIONS CORP USD CO COMMON STOCK 78388J106 937 284800 SH SOLE 010203 284800 0 0 D SMITH INTL INC COMMON STOCK 832110100 10163 150000 SH SOLE 010203 150000 0 0 D SONIC AUTOMOTIVE INC CL A COM COMMON STOCK 83545G102 10013 334000 SH SOLE 010203 334000 0 0 D SOUTHWEST AIRLS CO COM COMMON STOCK 844741108 17121 884800 SH SOLE 010203 884800 0 0 D ST JUDE MED INC COM COMMON STOCK 790849103 36700 475700 SH SOLE 010203 475700 0 0 D SUNRISE ASSISTED LIVING INC COMMON STOCK 86768K106 2453 90000 SH SOLE 010203 90000 0 0 D TAIWAN SEMICONDUCTOR MANUFACTU ADRS STOCKS 874039100 21269 1025000 SH SOLE 010203 1025000 0 0 D TAKE-TWO INTERACTIVE SOFTWRE C COMMON STOCK 874054109 11348 564600 SH SOLE 010203 564600 0 0 D TELLIUM INC COM COMMON STOCK 87967E107 2310 1000000 SH SOLE 010203 1000000 0 0 D TENET HEALTHCARE CORP COM COMMON STOCK 88033G100 44655 666300 SH SOLE 010203 666300 0 0 D TERADYNE INC COMMON STOCK 880770102 16628 421700 SH SOLE 010203 421700 0 0 D TETRA TECH INC NEW COM COMMON STOCK 88162G103 404 28250 SH SOLE 010203 28250 0 0 D TIBCO SOFTWARE INC USD COM COMMON STOCK 88632Q103 1764 150000 SH SOLE 010203 150000 0 0 D TOLL BROS INC COM COMMON STOCK 889478103 37203 746300 SH SOLE 010203 746300 0 0 D TRANSKARYOTIC THERAPIES INC COMMON STOCK 893735100 19286 448000 SH SOLE 010203 448000 0 0 D UNITED AUTO GROUP INC COM COMMON STOCK 909440109 2818 125000 SH SOLE 010203 125000 0 0 D UNITEDHEALTH GROUP INC COM STK COMMON STOCK 91324P102 34404 450200 SH SOLE 010203 450200 0 0 D USA NETWORKS INC COM STK (NEW) COMMON STOCK 902984103 43541 1370500 SH SOLE 010203 1370500 0 0 D VERITAS SOFTWARE CORP COM COMMON STOCK 923436109 60301 1375800 SH SOLE 010203 1375800 0 0 D VIACOM INC CL B COM COMMON STOCK 925524308 35842 741000 SH SOLE 010203 741000 0 0 D VIMPEL COMMUNICATION S SPON AD ADRS STOCKS 68370R109 23054 716400 SH SOLE 010203 716400 0 0 D WAL MART STORES INC COMMON STOCK 931142103 30098 491000 SH SOLE 010203 491000 0 0 D WEATHERFORD INTERNATIONAL COMMON STOCK 947074100 4763 100000 SH SOLE 010203 100000 0 0 D WEBSENSE INC COM STK COMMON STOCK 947684106 10693 425000 SH SOLE 010203 425000 0 0 D WELLS FARGO COMPANY COMMON STOCK 949746101 9139 185000 SH SOLE 010203 185000 0 0 D WENDYS INTL INC COM COMMON STOCK 950590109 33231 950000 SH SOLE 010203 950000 0 0 D WESTERN DIGITAL CORP COM COMMON STOCK 958102105 10903 1750000 SH SOLE 010203 1750000 0 0 D WEYERHAEUSER CO USD 1.25 COM COMMON STOCK 962166104 38219 608000 SH SOLE 010203 608000 0 0 D WILLIS GROUP HDLS LTD SHARES COMMON STOCK G96655108 8954 362500 SH SOLE 010203 362500 0 0 D WIMM-BILL-DANN ADR ADRS STOCKS 97263M109 11434 478400 SH SOLE 010203 478400 0 0 D YAHOO INC COM COMMON STOCK 984332106 12196 660300 SH SOLE 010203 660300 0 0 S REPORT SUMMARY 143 DATA RECORDS 2817219 3 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED