-----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, M5aFSbeGT2XE0oTSU6nhTnRzhcAwYEZkur4hsUgWbLwGFQYzIKnVnYze8jD4UGC4 p9fQbNFvwxJKfv5Qd4yZNw== 0000779519-04-000002.txt : 20040423 0000779519-04-000002.hdr.sgml : 20040423 20040423131652 ACCESSION NUMBER: 0000779519-04-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20040331 FILED AS OF DATE: 20040423 EFFECTIVENESS DATE: 20040423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HELLMAN JORDAN MANAGEMENT CO INC /MA/ CENTRAL INDEX KEY: 0000779519 IRS NUMBER: 042651428 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01309 FILM NUMBER: 04750290 BUSINESS ADDRESS: STREET 1: 75 STATE STREET SUITE 2420 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6172619800 MAIL ADDRESS: STREET 1: 75 STATE ST STE 2420 13F-HR 1 inftable.txt 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 DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3COM CORP COM 885535104 635 90000 SH SOLE 90000 ADVANCED MICRO DEVICES COM 007903107 4950 305000 SH SOLE 291100 13900 ALLEGIANCE TELECOM INC COM 3 263200 SH SOLE 263200 ALLSTATE CORPORATION COM 020002101 1937 42600 SH SOLE 42600 AMERICAN PHARMACEUTICAL PARTNE COM 02886P109 4221 90000 SH SOLE 85850 4150 AMERIGO RESOURCES COM 184 125400 SH SOLE 125400 ANALEX CORP COM 680 170000 SH SOLE 170000 ANDREW CORP. COM 245 14000 SH SOLE 14000 ANTEON INTERNATIONAL COM 6830 236400 SH SOLE 225400 11000 APPLE COMPUTER INC COM 037833100 7477 276500 SH SOLE 276500 AU OPTRONICS CORP. COM 002255107 23619 1130100 SH SOLE 1102200 27900 AZURE DYNAMICS COM 20 25000 SH SOLE 25000 BEMA GOLD COM 08135F107 2591 704000 SH SOLE 704000 BEVERLY ENTERPRISES INC. COM 087851309 3261 509600 SH SOLE 509600 CARDIAC SCIENCE COM 141410209 1625 373500 SH SOLE 362100 11400 CATERPILLAR INC. COM 149123101 2933 37100 SH SOLE 37100 CHI MEI OPTOELECTRONICS COM 9312 532700 SH SOLE 509100 23600 CHILDRENS PLACE RETAIL STORES COM 168905107 3986 128700 SH SOLE 128700 CHINA YUCHAI INTERNATIONAL COM g21082105 2001 100000 SH SOLE 95400 4600 CHIPMOS TECHNOLOGIES COM 408 40000 SH SOLE 40000 CRAY COMPUTER COM 225223106 3448 520000 SH SOLE 507200 12800 DENISON MINES COM 187 30000 SH SOLE 30000 DESERT SUN MINING COM 351 285000 SH SOLE 285000 DIGITAL THEATER SYSTEMS COM 640 25000 SH SOLE 25000 DISNEY CO COM 2624 105000 SH SOLE 100300 4700 DR HORTON INC COM 23331A109 13644 385100 SH SOLE 374250 10850 DYNATEC CORP COM 267934107 168 139000 SH SOLE 139000 ELAN CORP PLC COM 1237 60000 SH SOLE 60000 ENDP PHARMACEUTICALS COM 29264F205 8359 342300 SH SOLE 335300 7000 ENSCO INTERNATIONAL INC. COM 26874Q100 735 26100 SH SOLE 26100 FEDERAL-MOGUL CORP COM 9 25000 SH SOLE 25000 FORM FACTOR COM 346375108 2628 125800 SH SOLE 120000 5800 FOUNDRY NETWORKS COM 35063R100 1717 100000 SH SOLE 100000 GENESIS HEALTHCARE COM 37184D101 3010 123600 SH SOLE 123600 GILEAD SCIENCES COM 375558103 8317 150000 SH SOLE 143100 6900 GLOBAL SANTA FE COM G3930E101 1933 69600 SH SOLE 69600 GOLDEN STAR RESOURCES COM 38119t104 3223 450700 SH SOLE 438400 12300 GOLDMAN SACHS COM 313 3000 SH SOLE 3000 HOVNANIAN ENTERPRISES COM 442487203 17260 400000 SH SOLE 381400 18600 HYDROGENICS COM 448882100 1084 205000 SH SOLE 205000 I SHARES MSCI HONG KONG INDEX COM 464286871 2126 200600 SH SOLE 200600 IMCLONE SYSTEMS COM 45245W109 299 5900 SH SOLE 5900 INTEL CORP COM 458140100 416 15311 SH SOLE 15311 INTERNATIONAL STEEL GROUP COM 460377104 11931 308300 SH SOLE 297600 10700 J 2 GLOBAL COMMUNICATIONS COM 5645 250000 SH SOLE 238500 11500 JOY GLOBAL COM 481165108 2749 98000 SH SOLE 98000 KINDRED HEALTHCARE COM 494580103 3375 67100 SH SOLE 67100 KINROSS GOLD COM 496902206 1665 227100 SH SOLE 227100 LEHMAN BROTHERS COM 524908100 2486 30000 SH SOLE 30000 LIGAND PHARMACEUTICALS COM 53220k207 2977 148100 SH SOLE 148100 MAGNUM HUNTER RESOURCES COM 55972F203 2182 215200 SH SOLE 215200 MANTECH INTERNATIONAL COM 236 11500 SH SOLE 11500 MAXTOR CORP COM 577729205 4515 554000 SH SOLE 528700 25300 MESA AIR GROUP COM 590479101 1910 231500 SH SOLE 220900 10600 MICRON TECHNOLOGY COM 595112103 3175 190000 SH SOLE 190000 MICROSOFT CORP COM 594918104 248 9930 SH SOLE 9930 MITEC TELECOM COM 62 25000 SH SOLE 25000 MONSTER WORLDWIDE COM 611742107 3013 115000 SH SOLE 115000 MTC TECHNOLOGIES COM 55377A106 2129 84800 SH SOLE 84800 NASDAQ 100 SHARES COM 631100104 2796 78000 SH SOLE 78000 NATIONAL OILWELL INC. COM 637071101 1544 54600 SH SOLE 54600 NATIONAL SEMI CONDUCTOR COM 637640103 2577 58000 SH SOLE 58000 NETEASE.COM COM 64110W102 498 10000 SH SOLE 10000 NETFLIX COM 64110l106 594 17400 SH SOLE 17400 NEXTEL COM 65332V103 9417 381862 SH SOLE 364662 17200 NORTHERN ORION RESOURCES COM 473 150000 SH SOLE 150000 NVE CORP COM 238 5000 SH SOLE 5000 NVR INC COM 62944t105 14720 32000 SH SOLE 30500 1500 OMNIVISION TECHNOLOGIES INC COM 682128103 4342 159000 SH SOLE 159000 OXIGENE COM 691828107 2849 306300 SH SOLE 294400 11900 PACIFIC RIM MINING COM 694915208 2026 1660600 SH SOLE 1591000 69600 PIXELWORKS COM 464 27100 SH SOLE 27100 POSCO COM 7786 220000 SH SOLE 210100 9900 PRIMAL SOLUTIONS COM 2 10000 SH SOLE 10000 QWEST COMMUNICATIONS COM 431 100000 SH SOLE 100000 RED HAT COM 756577102 532 23100 SH SOLE 23100 REDBACK NETWORKS INC COM 504 80000 SH SOLE 80000 RYLAND GROUP INC. COM 783764103 11761 132400 SH SOLE 126700 5700 SANDISK CORP COM 80004c101 3003 105900 SH SOLE 105900 SCHLUMBERGER LIMITED COM 806857108 2196 34400 SH SOLE 34400 SEAGATE TECHNOLOGY COM G7945J104 6936 430000 SH SOLE 411700 18300 SEMICONDUCTOR HOLDRS TRUST COM 816636203 6241 158000 SH SOLE 158000 SIGMATEL COM 82661w107 9400 422300 SH SOLE 410700 11600 SINA COM g81477104 757 20000 SH SOLE 20000 SMURFIT STONE CONTAINER CORP. COM 832727101 3228 183600 SH SOLE 183600 SRA INTERNATIONAL INC COM 78464R105 1378 37300 SH SOLE 37300 STANDARD PACIFIC CORP. COM 21000 350000 SH SOLE 333900 16100 STEEL DYNAMICS COM 858119100 6193 249900 SH SOLE 244000 5900 TAIWAN SEMICONDUCTOR COM 874039100 3902 373800 SH SOLE 373800 TELESYSTEMS INTERNATIONAL WIRE COM 160 14100 SH SOLE 14100 TEREX CORP COM 880779103 5738 155200 SH SOLE 155200 TODCO COM 88889T107 5069 347200 SH SOLE 340200 7000 UNITED GLOBAL COM INC COM 539 63500 SH SOLE 63500 UT STARCOM INC COM 918076100 6052 210500 SH SOLE 203700 6800 VALERO ENERGY CORP COM 91913Y100 1103 18400 SH SOLE 18400 WESTERN DIGITAL COM 958102105 9341 831800 SH SOLE 797500 34300 WHEATON RIVER MINERALS COM 962902102 1660 485400 SH SOLE 485400 XM SATELLITTE HOLDINGS COM 983759101 559 20000 SH SOLE 20000 ZORAN CORP. COM 98975F101 2821 162600 SH SOLE 162600 iSHARES MSCI JAPAN INDEX FUND COM 464286848 163 15000 SH SOLE 15000 AAPL JULY 25 CALLS CALL 1520 4000 SH CALL SOLE 3815 185 AAPL JULY 27.5 CALLS CALL 730 3175 SH CALL SOLE 3060 115 CYC APR 690 CALLS CALL 225 300 SH CALL SOLE 300 GS MAY 110 CALLS CALL 247 1500 SH CALL SOLE 1431 69 HOV MAY 42.5 CALLS CALL 780 2600 SH CALL SOLE 2480 120 NSM APR 40 CALLS CALL 384 800 SH CALL SOLE 800 NSM APR 45 CALLS CALL 297 2200 SH CALL SOLE 2108 92 NSM AUG 45 CALLS CALL 2405 5000 SH CALL SOLE 4771 229 NVDA JUNE 25 CALLS CALL 330 1000 SH CALL SOLE 1000 OVTI APR 30 CALLS CALL 275 5000 SH CALL SOLE 4768 232 OVTI JUNE 30 CALLS CALL 705 3000 SH CALL SOLE 2861 139 PHM APRIL 47.5 CALLS CALL 4000 5000 SH CALL SOLE 4768 232 SMH APR 35 CALLS CALL 352 800 SH CALL SOLE 800 SNDK APR 25 CALLS CALL 999 2630 SH CALL SOLE 2530 100 SOX APR 510 CALLS CALL 920 2000 SH CALL SOLE 1908 92 XAU APR 110 CALLS CALL 352 3520 SH CALL SOLE 3358 162 APRIL 04 UNLEADED GAS FUTURES 1311 700 SH SOLE 667 33 JUNE 04 GOLD FUTURES 4194 1750 SH SOLE 1671 79 JUNE 04 NDX FUTURE 1246 438 SH SOLE 422 16 JUNE 04 NIKKEI FUTURES 2558 1804 SH SOLE 1723 81
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