-----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, MIm8wDNnW6hyrhZv4ws8wAiWduJ+KHOHKYfbge7wJ5vO0sCCApW05qdpsYxz4jeA qn4k3o4LnYoR/4gxfhwM8Q== 0000909012-01-500508.txt : 20020410 0000909012-01-500508.hdr.sgml : 20020410 ACCESSION NUMBER: 0000909012-01-500508 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20010930 FILED AS OF DATE: 20011114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VEREDUS ASSET MANAGEMENT LLC CENTRAL INDEX KEY: 0001071483 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 611324910 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04171 FILM NUMBER: 1786153 BUSINESS ADDRESS: STREET 1: 4500 BOWLING BOULEVARD SUITE 250 CITY: LOUISVILLE STATE: KY ZIP: 40207 BUSINESS PHONE: 5025994098 MAIL ADDRESS: STREET 1: 4500 BOWLING BLVD STE 250 CITY: LOUISVILLE STATE: KY ZIP: 40207 13F-HR 1 t23383.txt QUARTERLY HOLDINGS REPORT 9/30/01 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: Quarter End September 30, 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: Veredus Asset Management LLC Address: 6060 Dutchmans Lane Suite 320 Louisville, KY 40205 Form 13F File Number: 28-7802 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: James R. Jenkins Title: V.P. & Chief Operating Officer Phone: (502) 899-4080 Signature, Place, and Date of Signing: JAMES R. JENKINS LOUISVILLE, KENTUCKY November 11, 2001 - ---------------- -------------------- ----------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 96 Form 13F Information Table Value Total: $878,699 (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. NONE
AUTHORITY VALUE SH/ PUT/ INVESTMENT OTHER VOTING NAME TITLE CUSIP (000s) SHARES PRN CALL DISCRTN MGRS SOLE SHARE NONE - ------------------------------------------------------------------------------------------------------------------------------------ 3DO CO COM 88553W105 1,904 928,750 SH SOLE 760,250 168,500 AFFILIATED MANAGERS GROUP INC COM 008252108 15,077 265,400 SH SOLE 227,400 38,000 AMERICAN AXLE & MFG HLDGS INC COM 024061103 2,989 234,400 SH SOLE 197,700 36,700 AMSURG CORP COM 03232P405 18,603 675,250 SH SOLE 566,850 108,400 ANDRX CORP COM 034553107 144 2,225 SH SOLE 2,225 0 APRIA HEALTHCARE GROUP INC COM 037933108 23,249 897,650 SH SOLE 761,250 136,400 ARTHROCARE CORP COM 043136100 1,225 62,500 SH SOLE 53,200 9,300 ASTORIA FINANCIAL CORP COM 046265104 25,185 425,000 SH SOLE 360,300 64,700 ATLANTIC COAST COM 048396105 2,660 200,000 SH SOLE 200,000 0 BANK OF AMERICA CORPORATION COM 060505104 41 700 SH SOLE 700 0 BANKATLANTIC BANCORP COM 065908501 8,985 889,600 SH SOLE 757,800 131,800 BARR LABS COM 068306109 150 1,900 SH SOLE 1,900 0 BEVERLY ENTERPRISES INC NEW COM 087851309 27,806 2,726,100 SH SOLE 2,329,400 396,700 CELL THERAPEUTICS INC COM 150934107 67 2,800 SH SOLE 2,800 0 CENTEX CORP COM 152312104 67 2,000 SH SOLE 2,000 0 CERNER CORP COM 156782104 17,721 358,000 SH SOLE 304,300 53,700 CHARTER COMMUNICATIONS INC DEL COM 16117M107 40 3,200 SH SOLE 3,200 0 CHECKERS DRIVE-IN RESTAURANTS COM 162809305 362 72,600 SH SOLE 72,600 0 COMMERCIAL FEDERAL CORP COM 201647104 16,135 664,800 SH SOLE 567,800 97,000 COMMUNITY HEALTH SYSTEMS INC COM 203668108 24,043 808,450 SH SOLE 676,700 131,750 CONCURRENT COMPUTER CORP NEW COM 206710204 10,535 1,160,200 SH SOLE 1,012,500 147,700 CYTYC CORP COM 232946103 35,303 1,316,800 SH SOLE 1,107,700 209,100 D R HORTON INC COM 23331A109 22,361 1,071,973 SH SOLE 903,881 168,092 DAVITA INC COM 23918K108 26,493 1,301,850 SH SOLE 1,108,650 193,200 DELL COMPUTER COM 247025109 2,316 125,000 SH SOLE 125,000 0 DELPHI AUTOMOTIVE SYS CORP COM 247126105 29 2,500 SH SOLE 2,500 0 FAMOUS DAVES AMER INC COM 307068106 741 78,000 SH SOLE 78,000 0 FANNIE MAE COM 313586109 28 350 SH SOLE 350 0 FEDERAL HOME LOAN MORTGAGE COM 313400301 36 550 SH SOLE 550 0 FIRSTFED FINANCIAL CORP DEL COM 337907109 13,231 508,900 SH SOLE 431,850 77,050 FRESH DEL MONTE PRODUCE INC COM G36738105 14,497 1,118,600 SH SOLE 956,200 162,400 GENZYME CORP. COM 372917104 50 1,100 SH SOLE 1,100 0 GREY WOLF INC COM 397888108 1,308 726,800 SH SOLE 602,950 123,850 HARMONIC LIGHTWAVES COM 413160102 9,620 1,187,700 SH SOLE 1,031,200 156,500 HEALTHCARE CO. COM 404119109 58 1,300 SH SOLE 1,300 0 HEALTHSOUTH CORP COM 421924101 44,230 2,720,200 SH SOLE 2,274,700 445,500 HUMANA INC COM 444859102 19,406 1,609,150 SH SOLE 1,368,950 240,200 HUNTINGTON BANCSHARES INC COM 446150104 4,430 255,900 SH SOLE 255,900 0 ILLUMINET HOLDINGS COM 452334105 13,182 344,000 SH SOLE 297,900 46,100 INDEPENDENCE CMNTY BK CORP COM 453414104 11,656 536,400 SH SOLE 454,600 81,800 INSIGHT COMMUNICATIONS INC COM 45768V108 13,427 729,725 SH SOLE 627,675 102,050 INTEGRATED ELECTRICAL SERVICES COM 45811E103 1,770 327,800 SH SOLE 327,800 0 INTERMUNE PHARMACEUTICALS INC COM 45884X103 76 2,000 SH SOLE 2,000 0 ISIS PHARMACEUTICALS INC COM 464330109 9,122 535,000 SH SOLE 458,800 76,200 KAUFMAN & BROAD HOME CORP COM 48666K109 16,136 567,975 SH SOLE 474,775 93,200 KEY ENERGY GROUP INC COM 492914106 10,032 1,577,300 SH SOLE 1,350,500 226,800 KING PHARMACEUTICALS INC COM 495582108 111 2,650 SH SOLE 2,650 0 LEUCADIA NATIONAL CORP COM 527288104 21,253 681,175 SH SOLE 577,275 103,900 LIBERATE TECHNOLOGIES COM 530129105 11,502 1,154,800 SH SOLE 990,800 164,000 LIFEPOINT HOSPITALS INC COM 53219l109 10,880 247,275 SH SOLE 202,775 44,500 MCKESSON HBOC COM 58155Q103 106 2,800 SH SOLE 2,800 0 MEDIACOM COMMUNICATIONS CORP COM 58446K105 8,866 680,400 SH SOLE 565,000 115,400 MICROSOFT CORP COM 594918104 3,398 66,400 SH SOLE 66,400 0 NASDAQ 100 SHARES COM 631100104 6,987 241,100 SH SOLE 241,100 0 NATIONAL CITY CORP COM 635405103 39 1,300 SH SOLE 1,300 0 NORFOLK SOUTHERN CORP COM 655844108 40 2,500 SH SOLE 2,500 0 NUMERICAL TECHNOLOGIES INC COM 67053T101 6,816 410,600 SH SOLE 354,700 55,900 NVR INC COM 62944T105 4,834 34,400 SH SOLE 34,400 0 OFFICE DEPOT INC COM 676220106 42 3,100 SH SOLE 3,100 0 OPTIMAL ROBOTICS CORP-CL A COM 68388R208 13,646 557,000 SH SOLE 475,750 81,250 PLANAR SYSTEMS INC COM 726900103 40 2,000 SH SOLE 2,000 0 POWERWAVE TECHNOLOGIES INC COM 739363109 10,463 877,800 SH SOLE 739,600 138,200 PROVINCE HEALTHCARE CO COM 743977100 13,616 370,600 SH SOLE 316,300 54,300 QUALCOMM INC COM 747525103 3,475 73,100 SH SOLE 73,100 0 RESPIRONICS INC. COM 761230101 21,102 593,425 SH SOLE 508,725 84,700 ROSLYN BANCORP INC COM 778162107 23,935 1,293,100 SH SOLE 1,095,400 197,700 RYLAND GROUP INC W/RTS TO PUR COM 783764103 15,232 319,400 SH SOLE 267,400 52,000 SEACHANGE INTERNAT COM 811699107 7,530 431,000 SH SOLE 368,700 62,300 SELECT MEDICAL CORP COM 816196109 5,765 366,000 SH SOLE 320,200 45,800 SEROLOGICALS CORP COM 817523103 16,879 932,000 SH SOLE 783,000 149,000 SHAW GROUP COM 820280105 14,212 504,500 SH SOLE 431,700 72,800 SICOR INC COM 825846108 5,240 277,400 SH SOLE 245,100 32,300 SOUTHWEST AIRLINES COM 844741108 3,642 245,400 SH SOLE 245,400 0 SPECTRALINK COM 847580107 11,969 764,800 SH SOLE 654,050 110,750 ST JUDE MEDICAL INC COM 790849103 116 1,700 SH SOLE 1,700 0 STERICYCLE INC COM 858912108 7,098 170,300 SH SOLE 144,200 26,100 STERIS CORP COM 859152100 28,131 1,430,850 SH SOLE 1,207,450 223,400 STRYKER CORP COM 863667101 69 1,300 SH SOLE 1,300 0 SUPERIOR INDUSTRIES INTL INC COM 868168105 5,604 168,750 SH SOLE 142,550 26,200 TARO PHARMACEUTICAL COM M8737E108 9,230 262,500 SH SOLE 229,600 32,900 TEKELEC INC COM 879101103 20,100 1,526,200 SH SOLE 1,308,900 217,300 TELLABS INC COM 879664100 4,940 500,000 SH SOLE 500,000 0 TERAYON COMM COM 880775101 17,466 2,429,200 SH SOLE 2,082,300 346,900 UAL CORP NEW COM 902549500 42 2,300 SH SOLE 2,300 0 ULTRA PETROLEUM COPR COM 903914109 3,457 864,175 SH SOLE 816,875 47,300 UNION PLANTERS CORP W/RTS TO COM 908068109 5,058 117,900 SH SOLE 117,900 0 UNITED SURGICAL PARTNERS INTL COM 913016309 17,655 861,200 SH SOLE 732,150 129,050 UNIVERSAL HEALTH SERVICES INC COM 913903100 34 700 SH SOLE 700 0 URS CORP NEW COM 903236107 9,282 403,550 SH SOLE 342,800 60,750 WALT DISNEY CO HOLDING CO COM 254687106 3,458 185,700 SH SOLE 185,700 0 WASTE MANAGEMENT INC COM 94106l109 853 31,900 SH SOLE 31,900 0 WEBEX COMMUNICATIONS INC COM 94767l109 10,686 503,100 SH SOLE 431,800 71,300 WEBSTER FINL CORP COM 947890109 16,770 508,800 SH SOLE 442,700 66,100 WESTMORELAND COAL CO COM 960878106 2,014 158,700 SH SOLE 158,700 0 WOLVERINE WORLD WIDE INC W/RTS COM 978097103 7,890 587,075 SH SOLE 491,775 95,300 CALL S & P 500 INDEX OCT 1100.00 OPTION 6488101JT 600 1,000 SH CALL SOLE 1,000 0
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