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Previous: TQA INVESTORS L L C /NY, 13F-HR, 2000-08-11 |
Next: BRIGHAM EXPLORATION CO, 10-Q, 2000-08-11 |
<PAGE>
REPORT SUMMARY:
NUMBER OF OTHER INCLUDED MANAGERS: ZERO
FORM 13F INFORMATION TABLE ENTRY TOTAL 176
FORM 13F INFORMATION TABLE VALUE TOTAL $2,892,818
COVER PAGE:
REPORT FOR THE CALENDAR QUARTER ENDED:JUNE 30,2000
NAME: PALANTIR CAPITAL INC.
ADDRESS: PO BOX 675910, RANCHO SANTA FE, CA 92067
FORM 13F FILE NUMBER: 28-6214
PERSON SIGNING THIS REPORT:
NAME: GLENN DOSHAY
TITLE: PRESIDENT
PHONE: (619) 756-4423
SIGNATUE, PLACE, AND DATE OF SIGNING:
RANCHO SANTA FE, CA, AUGUST 4, 2000
FORM 13F
<TABLE>
<CAPTION>
Form 13F INFORMATION TABLE
NAME OF MANAGER Palantir Capital Inc.
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
--------------------- -------------- --------- -------- -------------------- ---------- -------- ---------------------
VOTING AUTHORITY
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
--------------------- -------------- --------- -------- --------- --- ---- ---------- -------- ---- ------ ---------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ADC TELECOMUNICA-
TIONS 7/70 CALL-S CALL 0008869GN 2,850 2,000 SH CALL SOLE 2,000
AMR CORP 7/30 PUT-S PUT 0017659SF 1,125 3,000 SH PUT SOLE 3,000
AT&T CORP COM LIB GRP A 001957208 23,226 948,000 SH SOLE 948,000
AT&T CDA INC DEPS RCPT CL B 00207Q202 33,188 1,000,000 SH SOLE 1,000,000
ADVANCED FIBRE
COMUN 7/55 PUT-S PUT 00754A9SK 1,725 1,500 SH PUT SOLE 1,500
ADVANCED RADIO TEL-
ECOM CORP COM 00754U101 10,491 717,350 SH SOLE 717,350
AETHER SYS INC COM 00808V105 21,525 105,000 SH SOLE 105,000
AGILENT TECHNOLIGIES
INC 7/90 PUT- M PUT 00846U9SR 1,638 1,000 SH PUT SOLE 1,000
AGILE SOFTWARE CORP
DEL COM 00846X105 10,957 155,000 SH SOLE 155,000
ALAMOSA PCS HOLDINGS COM 011593100 2,088 100,000 SH SOLE 100,000
ALKERMES INC COM 01642T108 16,494 350,000 SH SOLE 350,000
ALLEGIANCE TELECOM
INC COM 01747T102 25,600 400,000 SH SOLE 400,000
ALPHA INDS INC COM 020753109 20,709 470,000 SH SOLE 470,000
ALTEON WEBSYST-
EMS INC COM 02145A109 44,278 442,500 SH SOLE 442,500
AMERICA ONLINE INC
DEL COM 02364J104 47,343 897,500 SH SOLE 897,500
ANADARKO PETE CORP COM 032511107 23,423 475,000 SH SOLE 475,000
ANADIGICS INC COM 032515108 7,834 230,000 SH SOLE 230,000
ANALOG DEVICES INC
7/80 CALL-MS CALL 0326549GP 581 1,500 SH CALL SOLE 1,500
APACHE CORP 7/55
CALL-J CALL 0374119GK 2,813 5,000 SH CALL SOLE 5,000
APPLIED MICRO
CIRCUITS CORP COM 03822W109 57,571 583,000 SH SOLE 583,000
ARIBA INC COM 04033V104 19,609 200,000 SH SOLE 200,000
ART TECHNOLOGY
GROUP INC COM 04289L107 30,281 300,000 SH SOLE 300,000
BANKAMERICA CORP NEW
7/55 PUT-JPM PUT 0605059SK 3,525 3,000 SH PUT SOLE 3,000
BARRETT RES CORP COM 068480201 8,370 275,000 SH SOLE 275,000
BEA SYS INC COM 073325102 53,145 1,075,000 SH SOLE 1,075,000
BINDVIEW DEV CORP COM 090327107 12,000 1,000,000 SH SOLE 1,000,000
BOOKHAM TECHNOLOG-
IES PLC SPONSORED ADR 09856Q108 8,888 150,000 SH SOLE 150,000
BROADCOM CORP CL A 111320107 15,326 70,000 SH SOLE 70,000
BROADVISION INC COM 111412102 15,244 300,000 SH SOLE 300,000
BROCADE COMUNICATION
SYS INC COM 111621108 55,045 300,000 SH SOLE 300,000
CACHEFLOW INC COM 126946102 9,234 150,000 SH SOLE 150,000
CALIFORNIA AMPLIFIER
INC COM 129900106 3,431 75,000 SH SOLE 75,000
CARRIER1 INTL SA ADR 144500303 7,440 640,000 SH SOLE 640,000
CENTILLIUM COMUNI-
CATIONS INC COM 152319109 14,490 210,000 SH SOLE 210,000
CIENA CORP COM 171779101 132,933 797,500 SH SOLE 797,500
CISCO SYS INC COM 17275R102 75,793 1,192,422 SH SOLE 1,192,422
COLT TELECOM GROUP
PLC SPONSORED ADR 196877104 11,528 85,000 SH SOLE 85,000
COMPUTER ASSOC INTL
7/55 PUT-S PUT 2049129SK 1,050 2,000 SH PUT SOLE 2,000
COPPER MOUNTAIN NTWKS COM 217510106 19,079 216,500 SH SOLE 216,500
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
COPPER MOUNTAIN NTWKS
7/80 PUT-S PUT 2175109SP 294 1,000 SH PUT SOLE 1,000
COVAD COMUNICATIONS
GROUP INC COM 222814204 4,128 256,000 SH SOLE 256,000
CYPRESS SEMICONDUCTOR
CORP 7/50 PUT-G PUT 2328069SJ 647 750 SH PUT SOLE 750
CYPRESS SEMICONDUCTOR
CORP 8/50 PUT-G PUT 2328069TJ 750 750 SH PUT SOLE 750
DEVON ENERGY CORP
7/55 CALL-J CALL 25179M9GK 1,200 4,000 SH CALL SOLE 4,000
DIGITAL MICROWAVE
CORP COM 253859102 15,250 400,000 SH SOLE 400,000
DIGITAL IMPACT
INC DEL COM 25385G106 4,732 335,000 SH SOLE 335,000
EMC CORP MASS COM 268648102 17,311 225,000 SH SOLE 225,000
ECHOSTAR COMUNICA-
TIONS NEW COM 278762109 6,622 200,000 SH SOLE 200,000
EFFICIENT NETWORKS
INC COM 282056100 13,977 190,000 SH SOLE 190,000
ELECTRONIC DATA SYS
7/45 PUT-G PUT 2856619SI 775 2,000 SH PUT SOLE 2,000
ESPEED INC COM 296643109 15,203 350,000 SH SOLE 350,000
EXCHANGE APPLI-
CATIONS COM 300867108 10,650 400,000 SH SOLE 400,000
EXTREME NETWORKS INC COM 30226D106 18,463 175,000 SH SOLE 175,000
FAIRCHILD SEMICON-
DUCTOR INTL INC COM 303726103 16,200 400,000 SH SOLE 400,000
FEDEX CORP 7/35
CALL-G CALL 31304N9GG 725 2,000 SH CALL SOLE 2,000
FIRSTCOM CORP COM 33763T104 2,937 195,000 SH SOLE 195,000
FORD MTR CO DEL COM 345370100 8,213 191,000 SH SOLE 191,000
FOREST OIL CORP COM 346091606 7,331 460,000 SH SOLE 460,000
FOUNDRY NETWORKS INC COM 35063R100 27,625 250,000 SH SOLE 250,000
FRANKLIN RES INC.
7/30 PUT-M PUT 3546139SF 94 1,000 SH PUT SOLE 1,000
GENERAL ELEC CO
7/50 PUT-G PUT 3696049SJ 106 1,000 SH PUT SOLE 1,000
GENERAL ELEC CO
7/55 PUT-G PUT 3696049SK 600 1,500 SH PUT SOLE 1,500
GENERAL MTRS-CLASS H
7/33.375 PUT-M PUT 3709999SY 638 1,500 SH PUT SOLE 1,500
GLOBAL TELESYSTEMS
INC COM 37936U104 17,189 1,425,000 SH SOLE 1,425,000
GO2NET INC COM 383486107 11,320 225,000 SH SOLE 225,000
ICG COMUNICATIONS
INC COM 449246107 14,561 660,000 SH SOLE 660,000
ITC DELTACOM INC COM 45031T104 3,905 175,000 SH SOLE 175,000
ITX CORP COM 45069F109 7,612 215,000 SH SOLE 215,000
IMMUNOMEDICS INC COM 452907108 6,860 280,000 SH SOLE 280,000
INFOSPACE INC 7/50
PUT-G PUT 4567849SJ 469 1,500 SH PUT SOLE 1,500
INFOSPACE INC COM 45678T102 23,481 425,000 SH SOLE 425,000
INFOSPACE INC 7/55
PUT-G PUT 45678T9SK 863 1,500 SH PUT SOLE 1,500
INTEGRATED DEVICE
TECHNOLOGY COM 458118106 17,963 300,000 SH SOLE 300,000
INTEGRATED DEVICE
TECH 7/50 PUT-G PUT 4581189SJ 125 2,000 SH PUT SOLE 2,000
INTERNAP NETWORK
SVCS CORP COM 45885A102 22,418 540,000 SH SOLE 540,000
INTL BUSINESS MACHS
7/120 PUT-M PUT 4592009SD 2,325 2,000 SH PUT SOLE 2,000
I2 TECHNOLOGIES INC COM 465754109 2,607 25,000 SH SOLE 25,000
JDS UNIPHASE CORP COM 46612J101 184,967 1,543,000 SH SOLE 1,543,000
JABIL CIRCUIT INC COM 466313103 7,444 150,000 SH SOLE 150,000
JUNIPER NETWORKS INC COM 48203R104 50,947 350,000 SH SOLE 350,000
KLA-TENCOR CORP COM 482480100 8,784 150,000 SH SOLE 150,000
KANA COMUNICATIONS INC COM 483600102 12,375 200,000 SH SOLE 200,000
KEMET CORP COM 488360108 8,166 325,000 SH SOLE 325,000
KEMET CORP 7/35 PUT-G PUT 4883609SG 2,050 2,000 SH PUT SOLE 2,000
KRISPY KREME DOUGHNUT COM 501014104 735 10,000 SH SOLE 10,000
LEGATO SYS INC COM 524651106 15,125 1,000,000 SH SOLE 1,000,000
LUCENT TECHNOLOGIES
7/65 PUT -M PUT 5494639SM 956 1,500 SH PUT SOLE 1,500
LUMINEX CORP DEL COM 55027E102 8,346 200,500 SH SOLE 200,500
LYNX THERAPEUTICS
INC COM 551812308 1,903 40,000 SH SOLE 40,000
MMC NETWORKS INC COM 55308N102 21,375 400,000 SH SOLE 400,000
MAXIM INTEGRATED
PRODS INC COM 57772K101 23,778 350,000 SH SOLE 350,000
MCDONALD'S 7/35
PUT-G PUT 5801359SG 366 1,500 SH PUT SOLE 1,500
MCLEODUSA INC COM 582266102 20,688 1,000,000 SH SOLE 1,000,000
MEDICAL MANAGER
CORP NEW COM 58461U103 18,734 550,000 SH SOLE 550,000
MERCURY INTERACTIVE
CORP COM 589405109 19,350 200,000 SH SOLE 200,000
METROMEDIA FIBRE
NETWORK INC CL A 591689104 85,566 2,156,000 SH SOLE 2,156,000
MICREL INC COM 594793101 26,627 613,000 SH SOLE 613,000
MICRON TECH INC
7/70 CALL-G CALL 5951129GN 3,825 2,000 SH CALL SOLE 2,000
MOTOROLA INC
7/33.375 PUT-MS PUT 6200789SY 2,025 4,500 SH PUT SOLE 4,500
NETOPIA INC COM 64114K104 4,025 100,000 SH SOLE 100,000
NETRO CORP COM 64114R109 28,688 500,000 SH SOLE 500,000
NETIQ CORP COM 64115P102 35,775 600,000 SH SOLE 600,000
NETWORK EQUIP TECHN-
OLOGIES 7.25% 05/ SB DB CV 7.25%14 641208AA1 28 49,000 SH SOLE 49,000
NETWORK APPLIANCE
INC COM 64120L104 16,100 200,000 SH SOLE 200,000
NEWFOCUS INC COM 644383101 20,342 247,700 SH SOLE 247,700
NEWFIELD EXPL CO COM 651290108 14,672 375,000 SH SOLE 375,000
NEXTEL PARTNERS CL A 65333F107 6,545 201,000 SH SOLE 201,000
NOBLE AFFILIATES INC
7/35 CALL-S CALL 6548949GG 1,125 3,000 SH CALL SOLE 3,000
NORTEL NETWORKS CORP
7/60 CALL-G CALL 6565689GL 3,600 4,000 SH CALL SOLE 4,000
NORTHPOINT COMUNICA-
TIONS HLDG COM 666610100 8,950 800,000 SH SOLE 800,000
NUANCE COMUNICATIONS
INC COM 669967101 15,621 187,500 SH SOLE 187,500
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
NOVELLUS SYS INC COM 670008101 14,141 250,000 SH SOLE 250,000
ONI SYSTEMS CORP COM 68273F103 24,613 210,000 SH SOLE 210,000
OPEN MKT INC COM 68370M100 4,144 300,000 SH SOLE 300,000
PMC-SIERRA INC COM 69344F106 48,864 275,000 SH SOLE 275,000
PALM INC 8/25 CALL-G CALL 6966429HE 3,350 4,000 SH CALL SOLE 4,000
PALM INC 7/30 PUT-S PUT 6966429SF 438 2,500 SH PUT SOLE 2,500
PEOPLESOFT INC COM 712713106 8,375 500,000 SH SOLE 500,000
PEOPLESOFT INC 7/15
CALL-S CALL 7127139GC 1,125 5,000 SH CALL SOLE 5,000
PEREGRINE SYSTEMS
INC COM 71366Q101 72,844 2,100,000 SH SOLE 2,100,000
PHARMACYCLICS INC COM 716933106 21,350 350,000 SH SOLE 350,000
PHARMACIA CORP 7/60
PUT-S PUT 7173159SL 1,725 2,000 SH PUT SOLE 2,000
PREDICTIVE SYS INC COM 74036W102 5,391 150,000 SH SOLE 150,000
PREVIEW SYS INC COM 741379101 3,666 282,000 SH SOLE 282,000
QLOGIC CORP COM 747277101 16,516 250,000 SH SOLE 250,000
QUEST SOFTWARE INC COM 74834T103 30,456 550,000 SH SOLE 550,000
REDBACK NETWORKS INC COM 757209101 75,650 425,000 SH SOLE 425,000
REMEC INC COM 759543101 40,409 1,447,500 SH SOLE 1,447,500
REMEDY CORP COM 759548100 30,663 550,000 SH SOLE 550,000
RHYTHMS NETCONNEC-
TIONS INC COM 762430205 4,397 350,000 SH SOLE 350,000
SDL INC COM 784076101 116,927 410,000 SH SOLE 410,000
SCIENT CORP COM 80864H109 9,134 207,000 SH SOLE 207,000
SCIENTIFIC ATLANTA
INC COM 808655104 37,250 500,000 SH SOLE 500,000
SEAGATE TECHNOLOGY COM 811804103 22,000 400,000 SH SOLE 400,000
SNOWBALL.COM INC COM 83335R102 1,463 300,000 SH SOLE 300,000
SONUS NETWORKS INC COM 835916107 7,894 50,000 SH SOLE 50,000
SPRINT CORP 7/60
CALL-G CALL 8520619GL 172 2,500 SH CALL SOLE 2,500
STANFORD MICRODE-
VICES INC COM 854399102 1,086 25,000 SH SOLE 25,000
TELECORP PCS INC CL A 879299105 4,031 100,000 SH SOLE 100,000
TEXACO INC 7/55
CALL-S CALL 8816949GK 500 4,000 SH CALL SOLE 4,000
TEXAS INSTRS INC
7/80 PUT-MS PUT 8825089SP 3,750 3,000 SH PUT SOLE 3,000
TEXAS INSTRS INC
7/85 PUT-MS PUT 8825089SQ 2,456 1,500 SH PUT SOLE 1,500
TEXAS INSTRS INC
7/90 PUT-MS PUT 8825089SR 2,125 1,000 SH PUT SOLE 1,000
360NETWORKS INC COM 88575T205 12,200 800,000 SH SOLE 800,000
TIME WARNER TELECOM CL A 887319101 32,188 500,000 SH SOLE 500,000
TRANSWITCH CORP COM 894065101 30,875 400,000 SH SOLE 400,000
TRIANGLE PHARMACEUT-
ICALS INC COM 89589H104 544 60,000 SH SOLE 60,000
TRICORD SYSTEMS INC COM 896121100 4,516 250,000 SH SOLE 250,000
TRIQUINT SEMICONDUC-
TOR INC COM 89674K103 38,275 400,000 SH SOLE 400,000
TRIQUINT SEMICONDUC-
TOR INC 7/120 PUT-S PUT 89674K9SD 5,700 2,000 SH PUT SOLE 2,000
TRITEL INC CL A 89675X104 2,969 100,000 SH SOLE 100,000
TRITON PCS HOLDINGS
INC CL A 89677M106 7,219 125,000 SH SOLE 125,000
TULARK INC COM 899165104 7,080 240,000 SH SOLE 240,000
TUMBLEWEED COMINICA-
TIONS CORP COM 899690101 2,925 57,500 SH SOLE 57,500
TURNSTONE SYSTEMS COM 900423104 16,567 100,000 SH SOLE 100,000
UAL CORP 7/60 PUT-S PUT 9025499SL 813 2,500 SH PUT SOLE 2,500
US LEC CORP CL A 90331S109 5,950 350,000 SH SOLE 350,000
UNIVERSAL ACESS INC COM 913363107 8,453 345,000 SH SOLE 345,000
UNACOL CORP 7/35
CALL -M CALL 9152899GG 600 6,000 SH CALL SOLE 6,000
VASTAR RES INC COM 922380100 11,087 135,000 SH SOLE 135,000
VERITY INC COM 92343C106 20,900 550,000 SH SOLE 550,000
VERISIGN INC COM 92343E102 48,538 275,000 SH SOLE 275,000
VIATEL INC COM 925529208 11,425 400,000 SH SOLE 400,000
VIASYSTEMS GROUP INC COM 92553H100 16,592 1,025,000 SH SOLE 1,025,000
VIGNETTE CORP COM 926734104 46,424 892,500 SH SOLE 892,500
VISHAY INTERTECH-
NOLOGY 7/55 PUT-G PUT 9282989SK 1,788 1,000 SH PUT SOLE 1,000
VISIBLE GENETICS INC COM 92829S104 4,513 100,000 SH SOLE 100,000
VITRIA TECHNOLOGY INC COM 92849Q104 16,809 275,000 SH SOLE 275,000
WEBMETHODS INC COM 94768C108 7,859 50,000 SH SOLE 50,000
WESTERN DIGITAL 0%
2/18/2018 SB DB CV ZERO 18 958102AH8 2,875 20,000,000 SH SOLE 20,000,000
WESTERN GAS RES
INC 7/20 CALL-M CALL 9582509GD 531 2,500 SH CALL SOLE 2,500
WINSTAR COMUNICA-
TIONS INC COM 975515107 22,040 650,621 SH SOLE 650,621
XILINX INC COM 983919101 28,897 350,000 SH SOLE 350,000
INTERWAVE COM INTL
INC ORD G4911N102 1,750 125,000 SH SOLE 125,000
COMPLETEL EUROPE NV COM N21590109 8,400 700,000 SH SOLE 700,000
KPNQUEST BV CL C N50919104 8,916 225,000 SH SOLE 225,000
FLEXTRONICS INTL LTD COM Y2573F102 2,061 30,000 SH SOLE 30,000
2,892,818
</TABLE>
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