UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 1999
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: CAMELOT CAPITAL L.P.
Address:
13 File Number:
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: Heidi B. Smith
Title: COO
Phone:
Signature, Place and Date of Signing:
Heidi B. Smith December 1, 1999
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
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 94
Form 13F Information Table Value Total: 375910
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<TABLE> <C> <C>
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 24/7 MEDIA INC COM STK OPTIONS - CALLS 9013140JG 1893 50000 SH CALL SOLE 50000 0 0
D 3DO COMPANY COM COMMON STOCK 88553W105 1006 100000 SH SOLE 100000 0 0
D A D A M SOFTWARE INC COM COMMON STOCK 00088F101 1328 116800 SH SOLE 116800 0 0
D ABOUT.COM INC COM STK COMMON STOCK 003736105 9180 162485 SH SOLE 162485 0 0
D ALLAIRE CORP COM COMMON STOCK 016714107 5342 95400 SH SOLE 95400 0 0
D AMAZON COM INC COM OPTIONS - PUTS 0231351VZ 5995 75000 SH PUT SOLE 75000 0 0
D AMERICA ONLINE INC COM STK COMMON STOCK 02364J104 18277 175638 SH SOLE 175638 0 0
D AMERICA ONLINE INC COM STK OPTIONS - CALLS 02364JAJR 5203 50000 SH CALL SOLE 50000 0 0
D APPLIED MATERIALS INC COM OPTIONS - PUTS 0382220VP 5826 75000 SH PUT SOLE 75000 0 0
D AT HOME CORPORATION SER A COM OPTIONS - PUTS 0459190VH 6215 150000 SH PUT SOLE 150000 0 0
D BAAN COMPANY NV NLG. 02 ORDS ( ADRS STOCKS N08044104 3535 243800 SH SOLE 243800 0 0
D BARNESANDNOBLE.COM INC OPTIONS - CALLS 0678460KD 2896 150000 SH CALL SOLE 150000 0 0
D BEA SYSTEMS INC COM COMMON STOCK 073325102 5353 151600 SH SOLE 151600 0 0
D BEYOND.COM CORPORATI ON COM ST COMMON STOCK 08860E101 2211 180507 SH SOLE 180507 0 0
D BEYOND.COM CORPORATI ON COM ST OPTIONS - PUTS 08860E0WT 1225 100000 SH PUT SOLE 100000 0 0
D BMC SOFTWARE INC USD COM OPTIONS - PUTS 0559210VM 7156 100000 SH PUT SOLE 100000 0 0
D BRIGHTSTAR INFORMATN TECH COM COMMON STOCK 10947N104 1963 592713 SH SOLE 592713 0 0
D BROADVISION INC COM OPTIONS - PUTS 1114120VA 6653 50000 SH PUT SOLE 50000 0 0
D BUSINESS OBJECTS S.A. SPONS AD ADRS STOCKS 12328X107 9681 164100 SH SOLE 164100 0 0
D CAMBRIDGE TECHNOLOGY PARTNERS COMMON STOCK 132524109 3770 260000 SH SOLE 260000 0 0
D CATALYST INTL INC COM COMMON STOCK 14887T105 1829 150900 SH SOLE 150900 0 0
D CBT GROUP PUB LTD SPONS ADR NE ADRS STOCKS 124853300 3940 160000 SH SOLE 160000 0 0
D CENTURA SOFTWARE CORP COM COMMON STOCK 15640W103 516 570000 SH SOLE 570000 0 0
D CHARLES SCHWAB CORP COM COMMON STOCK 808513105 835 25000 SH SOLE 25000 0 0
D CHARLES SCHWAB CORP COM OPTIONS - PUTS 8085130VH 3343 100000 SH PUT SOLE 100000 0 0
D CHECK POINT SOFTWARE TECHNOLO COMMON STOCK M22465104 2110 25000 SH SOLE 25000 0 0
D CHECKFREE HOLDINGS CORP COMMON STOCK 162816102 6925 168400 SH SOLE 168400 0 0
D CITRIX SYSTEMS INC COM COMMON STOCK 177376100 929 15000 SH SOLE 15000 0 0
D CMGI INC COM OPTIONS - PUTS 1257503VP 5125 50000 SH PUT SOLE 50000 0 0
D CMGI INC COM OPTIONS - PUTS 1257504VT 1025 10000 SH PUT SOLE 10000 0 0
D COMPS.COM INC COM COMMON STOCK 204679104 681 95624 SH SOLE 95624 0 0
D COMPUTER ASSOC INTL INC COM OPTIONS - PUTS 2049120VL 4584 75000 SH PUT SOLE 75000 0 0
D COMPUTER SCIENCES CORP COM OPTIONS - PUTS 2053630VN 3515 50000 SH PUT SOLE 50000 0 0
D COMPUWARE CORP COM COMMON STOCK 205638109 781 30000 SH SOLE 30000 0 0
D COMPUWARE CORP COM OPTIONS - PUTS 2056380VF 2606 100000 SH PUT SOLE 100000 0 0
D COMPUWARE CORP COM OPTIONS - PUTS 2056380WF 3909 150000 SH PUT SOLE 150000 0 0
D DOCUMENTUM INC COM COMMON STOCK 256159104 810 37500 SH SOLE 37500 0 0
D DOCUMENTUM INC COM OPTIONS - CALLS 2561590JD 1827 84500 SH CALL SOLE 84500 0 0
D DOUBLECLICK INC COM COMMON STOCK 258609304 5813 48800 SH SOLE 48800 0 0
D ELECTRONIC ARTS COM COMMON STOCK 285512109 13896 192000 SH SOLE 192000 0 0
D ELECTRONIC ARTS COM OPTIONS - PUTS 2855120VN 5428 75000 SH PUT SOLE 75000 0 0
D ELECTRONIC DATA SYS CORP COM OPTIONS - PUTS 2856610VK 9872 186500 SH PUT SOLE 186500 0 0
D ETOYS INC COM STK COMMON STOCK 297862104 2662 40000 SH SOLE 40000 0 0
D EXODUS COMMUNICATION INC COM OPTIONS - PUTS 3020881VO 5044 70000 SH PUT SOLE 70000 0 0
D FLEXINTERNATIONAL SOFTWARE COMMON STOCK 338923105 62 111800 SH SOLE 111800 0 0
D GATEWAY INC COM OPTIONS - PUTS 367626EVA 3300 75000 SH PUT SOLE 75000 0 0
D GETTY IMAGES INC COM STK COMMON STOCK 374276103 5223 216500 SH SOLE 216500 0 0
D GETTY IMAGES INC INDS PRIV PLC CONVRT BONDS 144 374276AA1 1537 1500000 SH SOLE 1500000 0 0
D HARBINGER CORP COM COMMON STOCK 41145C103 8231 487800 SH SOLE 487800 0 0
D HEALTHEON CORPORATION COMMON STOCK 422209106 2815 76100 SH SOLE 76100 0 0
D IMRGLOBAL CORP COM STK COMMON STOCK 45321W106 825 100000 SH SOLE 100000 0 0
D INDUSTRI-MATEMATIK INTERNATION COMMON STOCK 455792101 739 307500 SH SOLE 307500 0 0
D INFOSPACE.COM INC COM STK COMMON STOCK 45678T102 2056 50000 SH SOLE 50000 0 0
D INTUIT INC COM OPTIONS - PUTS 4612020VT 2191 25000 SH PUT SOLE 25000 0 0
D ISS GROUP INC COM OPTIONS - PUTS 4503060VF 1839 67500 SH PUT SOLE 67500 0 0
D KEANE INC COM OPTIONS - PUTS 4866650VE 2281 100000 SH PUT SOLE 100000 0 0
D KNIGHT/TRIMARK GROUP INC COMMON STOCK 499067106 1481 50000 SH SOLE 50000 0 0
D KNIGHT/TRIMARK GROUP INC OPTIONS - PUTS 4990670VG 2962 100000 SH PUT SOLE 100000 0 0
D LEGATO SYS INC COM COMMON STOCK 524651106 6714 154014 SH SOLE 154014 0 0
D LYCOS INC COM COMMON STOCK 550818108 5338 106500 SH SOLE 106500 0 0
D LYCOS INC COM OPTIONS - CALLS 5508183JW 5012 100000 SH CALL SOLE 100000 0 0
D MATHSOFT INC COM COMMON STOCK 576798102 525 207500 SH SOLE 207500 0 0
D MERCURY INTERACTIVE CORP COMMON STOCK 589405109 6637 102800 SH SOLE 102800 0 0
D MERCURY INTERACTIVE CORP OPTIONS - PUTS 5894050WK 3228 50000 SH PUT SOLE 50000 0 0
D MICROSOFT CORP COM COMMON STOCK 594918104 8603 95000 SH SOLE 95000 0 0
D MORGAN STANLEY DEAN WITTER & C OPTIONS - PUTS 617446JVS 4459 50000 SH PUT SOLE 50000 0 0
D NATIONAL DISCOUNT BROKERS COMMON STOCK 635646102 660 25000 SH SOLE 25000 0 0
D NATIONAL DISCOUNT BROKERS OPTIONS - PUTS 6356460VF 1850 70000 SH PUT SOLE 70000 0 0
D NATIONAL INFO CONSORTIUM INC COMMON STOCK 636491102 3208 129954 SH SOLE 129954 0 0
D NETWORK ASSOCIATES INC COM COMMON STOCK 640938106 4360 228000 SH SOLE 228000 0 0
D NEXTCARD INC COM STK COMMON STOCK 65332K107 2450 100000 SH SOLE 100000 0 0
D NOVELL INC COM COMMON STOCK 670006105 8081 390668 SH SOLE 390668 0 0
D ORACLE CORPORATION U SD.01 COM COMMON STOCK 68389X105 2275 50000 SH SOLE 50000 0 0
D ORACLE CORPORATION U SD.01 COM OPTIONS - PUTS 68389X0WI 4550 100000 SH PUT SOLE 100000 0 0
D PAINE WEBBER GROUP INC COM OPTIONS - PUTS 6956290VG 7250 200000 SH PUT SOLE 200000 0 0
D PEOPLESOFT INC COM COMMON STOCK 712713106 1693 100000 SH SOLE 100000 0 0
D PLAYBOY ENTERPRISES INC CLASS COMMON STOCK 728117300 5097 191000 SH SOLE 191000 0 0
D PORTAL SOFTWARE COMM COMMON STOCK 736126103 4650 120000 SH SOLE 120000 0 0
D PRICELINE.COM INC COM COMMON STOCK 741503106 1451 22500 SH SOLE 22500 0 0
D PRICELINE.COM INC COM OPTIONS - PUTS 7415030VL 1612 25000 SH PUT SOLE 25000 0 0
D PRICELINE.COM INC COM OPTIONS - PUTS 7415030VM 3225 50000 SH PUT SOLE 50000 0 0
D PROXICOM INC COM COMMON STOCK 744282104 3334 57000 SH SOLE 57000 0 0
D QRS CORP COM STK COMMON STOCK 74726X105 5453 85049 SH SOLE 85049 0 0
D REALNETWORKS INC COM COMMON STOCK 75605L104 6273 60000 SH SOLE 60000 0 0
D SAP AKTIENGESELLSCHAFT ADRS STOCKS 803054204 3775 100000 SH SOLE 100000 0 0
D SCIENT CORP COM STK COMMON STOCK 80864H109 1971 30800 SH SOLE 30800 0 0
D SOUTHWEST SECS GROUP INC OPTIONS - CALLS 8452240JF 1350 50000 SH CALL SOLE 50000 0 0
D SPORTSLINE USA INC COM COMMON STOCK 848934105 1599 54100 SH SOLE 54100 0 0
D TICKETMASTER ONLINE CITY-B COMMON STOCK 88633P203 2370 98000 SH SOLE 98000 0 0
D TRANSACTION SYSTEM ARCHITECTS, OPTIONS - PUTS 8934160VE 4040 150000 SH PUT SOLE 150000 0 0
D TRANSACTION SYSTEM ARCHITECTS, OPTIONS - PUTS 8934160VF 2693 100000 SH PUT SOLE 100000 0 0
D USWEB CORPORATION COM COMMON STOCK 917327108 12901 376000 SH SOLE 376000 0 0
D VERISIGN INC COM COMMON STOCK 92343E102 4792 45000 SH SOLE 45000 0 0
D VERITAS SOFTWARE CORP COM COMMON STOCK 923436109 4176 55000 SH SOLE 55000 0 0
S REPORT SUMMARY 94 DATA RECORDS 375910 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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