-----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, UwrLztewsht/pVLmIi2riKzkDIaDajIRB4Rm5AW6s0j6v4PgIZIaLsDBgBh7gjni 60brWZOwDvIFIaQ7pBeu8g== 0000909012-01-500235.txt : 20010730 0000909012-01-500235.hdr.sgml : 20010730 ACCESSION NUMBER: 0000909012-01-500235 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20010630 FILED AS OF DATE: 20010727 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: SEC FILE NUMBER: 028-04171 FILM NUMBER: 1690479 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 t22942.txt QUARTERLY HOLDINGS REPORT 6/30/01 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 June 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 July 25, 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: 85 ----------- Form 13F Information Table Value Total: $849,054 ----------- (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
VALUE SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME TITLE CUSIP (000s) SHARES PRN CALL DISCRTN MGRS SOLE SHARE NONE - ------------------------------------------------------------------------------------------------------------------------------------ AIRTRAN HLDGS INC COM 00949P108 10,379 1,012,600 SH SOLE 850,600 162,000 AMSURG CORP COM 03232P405 12,702 429,850 SH SOLE 362,950 66,900 APRIA HEALTHCARE GROUP INC COM 037933108 14,533 503,750 SH SOLE 425,750 78,000 ARCH COAL INC COM 039380100 3,686 142,500 SH SOLE 120,700 21,800 BAKER HUGHES INC COM 057224107 77 2,300 SH SOLE 2,300 BANKATLANTIC BANCORP COM 065908501 1,564 180,000 SH SOLE 152,300 27,700 BEVERLY ENTERPRISES INC NEW COM 087851309 24,647 2,303,500 SH SOLE 1,943,300 360,200 BRINKER INTERNATIONAL INC COM 109641100 12,066 466,775 SH SOLE 382,025 84,750 BUCA INC COM 117769109 12,831 589,950 SH SOLE 494,750 95,200 CELL THERAPEUTICS INC COM 150934107 9,124 330,100 SH SOLE 279,700 50,400 CENDANT CORP COM 151313103 2,837 145,500 SH SOLE 145,500 CENTEX CORP COM 152312104 77 1,900 SH SOLE 1,900 CHARTER COMMUNICATIONS INC DEL COM 16117M107 82 3,500 SH SOLE 3,500 CHECKERS DRIVE-IN RESTAURANTS COM 162809305 425 72,600 SH SOLE 72,600 CHESAPEAKE ENERGY CORP COM 165167107 16,392 2,410,575 SH SOLE 2,015,175 395,400 CITRIX SYS INC COM 177376100 126 3,600 SH SOLE 3,600 COMMUNITY HEALTH SYSTEMS INC COM 203668108 22,218 753,150 SH SOLE 633,500 119,650 CONSECO INC COM 208464107 50 3,600 SH SOLE 3,600 CYTYC CORP COM 232946103 31,101 1,349,300 SH SOLE 1,129,700 219,600 D R HORTON INC COM 23331A109 21,886 964,119 SH SOLE 811,345 152,774 DAVITA INC COM 23918K108 29,313 1,441,850 SH SOLE 1,211,950 229,900 DIGIMARC CORPORATION COM 253807101 77 3,200 SH SOLE 3,200 EMCOR GROUP INC COM 29084Q100 3,102 85,800 SH SOLE 71,900 13,900 FANNIE MAE COM 313586109 98 1,150 SH SOLE 1,150 FEDERAL HOME LOAN MORTGAGE COM 313400301 95 1,400 SH SOLE 1,400 GENERAL MOTORS CORP COM 370442105 2,864 44,500 SH SOLE 44,500 GENESCO INC COM 371532102 35,462 1,055,425 SH SOLE 888,225 167,200 GENESIS MICROCHIP INC COM 371933102 112 3,100 SH SOLE 3,100 GREY WOLF INC COM 397888108 9,371 2,342,700 SH SOLE 1,957,500 385,200 H POWER CORP COM 40427A108 971 100,000 SH SOLE 100,000 HANOVER COMPRESSOR CO COM 410768105 14,052 424,675 SH SOLE 353,475 71,200 HEALTHSOUTH CORP COM 421924101 48,012 3,006,400 SH SOLE 2,533,700 472,700 HELLER FINANCIAL INC COM 423328103 10,371 259,275 SH SOLE 215,575 43,700 HUMANA INC COM 444859102 23,751 2,411,250 SH SOLE 2,025,150 386,100 INSIGHT COMMUNICATIONS INC COM 45768V108 12,856 514,225 SH SOLE 435,225 79,000 INTEGRATED ELECTRICAL SERVICES COM 4.58E+107 2,757 282,800 SH SOLE 282,800 KAUFMAN & BROAD HOME CORP COM 48666K109 15,838 524,975 SH SOLE 440,375 84,600 KEY ENERGY GROUP INC COM 492914106 18,606 1,716,400 SH SOLE 1,441,400 275,000 LABORATORY CORP AMER HLDGS COM 50540R409 208 2,700 SH SOLE 2,700 LEGATO SYSTEMS INC COM 524651106 102 6,400 SH SOLE 6,400 LEUCADIA NATIONAL CORP COM 527288104 17,730 546,375 SH SOLE 451,975 94,400 LIFEPOINT HOSPITALS INC COM 53219L109 10,236 231,175 SH SOLE 190,775 40,400 MEDIACOM COMMUNICATIONS CORP COM 58446K105 7,770 440,000 SH SOLE 372,000 68,000 MEDICINES CO COM 584688105 80 3,900 SH SOLE 3,900 MERITAGE CORPORATION COM 59001A102 727 15,800 SH SOLE 15,800 NABORS INDUSTRIES INC COM 629568106 1,447 38,900 SH SOLE 38,900 NORFOLK SOUTHERN CORP COM 655844108 62 3,000 SH SOLE 3,000 OPTIMAL ROBOTICS CORP-CL A COM 68388R208 76 2,000 SH SOLE 2,000 PATTERSON ENERGY INC COM 703481101 4,875 272,825 SH SOLE 226,675 46,150 PEABODY ENERGY CORP COM 704549104 16,765 511,900 SH SOLE 429,200 82,700 PHILLIPS VAN HEUSEN CORP COM 718592108 7,939 551,300 SH SOLE 458,400 92,900 PHYSIOMETRIX INC COM 718928104 458 152,800 SH SOLE 126,400 26,400 PLANAR SYSTEMS INC COM 726900103 52 2,000 SH SOLE 2,000 POWERWAVE TECHNOLOGIES INC COM 739363109 61 4,200 SH SOLE 4,200 PRECISION CASTPARTS CORP COM 740189105 19,458 520,000 SH SOLE 440,600 79,400 PRI AUTOMATION INC COM 69357H106 72 3,900 SH SOLE 3,900 PROVINCE HEALTHCARE CO COM 743977100 21,227 601,500 SH SOLE 502,500 99,000 PULTE HOMES INC COM 745867101 16,658 390,750 SH SOLE 335,450 55,300 REHABCARE GROUP INC COM 759148109 27,415 568,775 SH SOLE 478,700 90,075 RESPIRONICS INC. COM 761230101 23,068 775,125 SH SOLE 648,725 126,400 ROSLYN BANCORP INC COM 778162107 18,599 707,200 SH SOLE 589,200 118,000 RYLAND GROUP INC W/RTS TO PUR COM 783764103 15,575 307,800 SH SOLE 260,600 47,200 SCIOS NOVA INC COM 808905103 6,418 256,600 SH SOLE 215,400 41,200 SELECT MEDICAL CORP COM 816196109 200 10,000 SH SOLE 8,400 1,600 SEROLOGICALS CORP COM 817523103 24,180 1,133,100 SH SOLE 951,800 181,300 SHAW GROUP INC COM 820280105 6,572 163,900 SH SOLE 139,000 24,900 SICOR INC COM 825846108 102 4,400 SH SOLE 4,400 SMITH INTERNATIONAL INC COM 832110100 10,157 168,325 SH SOLE 142,625 25,700 STERICYCLE INC COM 858912108 14,015 298,500 SH SOLE 253,025 45,475 STERIS CORP COM 859152100 25,659 1,279,750 SH SOLE 1,076,850 202,900 SUPERIOR INDUSTRIES INTL INC COM 868168105 4,253 111,050 SH SOLE 91,750 19,300 TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 93 5,000 SH SOLE 5,000 TOLL BROTHERS INC COM 889478103 23,650 601,625 SH SOLE 505,175 96,450 3DO CO COM 88553W105 10,931 1,501,550 SH SOLE 1,239,950 261,600 UAL CORP NEW COM 902549500 84 2,400 SH SOLE 2,400 ULTRA PETROLEUM COPR COM 903914109 4,132 860,875 SH SOLE 829,375 31,500 UNITED SURGICAL PARTNERS INTL COM 913016309 9,598 399,900 SH SOLE 338,900 61,000 UROLOGIX INC COM 917273104 13,127 716,950 SH SOLE 602,150 114,800 URS CORP NEW COM 903236107 9,670 358,150 SH SOLE 303,100 55,050 VARCO INTERNATIONAL INC - NEW COM 922122106 15,902 854,500 SH SOLE 720,500 134,000 WASTE MANAGEMENT INC COM 94106L109 1,005 32,600 SH SOLE 32,600 WESTMORELAND COAL CO COM 960878106 3,381 225,700 SH SOLE 225,700 WOLVERINE WORLD WIDE INC W/RTS COM 978097103 16,410 918,275 SH SOLE 769,275 149,000 XTO ENERGY INC COM 98385X106 14,099 982,500 SH SOLE 831,750 150,750 PUT MICRON TECHNOLOGY AUG 40 OPTION 5951121TH 245 1,000 SH PUT SOLE 1,000
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