UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 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: Bowman Capital Management, LLC
Address: 1875 South Grant Street, Suite 600
San Mateo, CA 94402
13F File Number: 028-03449
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: Amy Hoffman
Title: Chief Financial Officer
Phone: 650-287-2220
Signature, Place, and Date of Signing:
Amy Hoffman San Mateo, California August 9, 1999
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
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FORM 13F SPECIAL ELECTRONIC FILING INSTRUCTIONS Continued
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 137
Form 13F Information Table Value Total: 3,923,638,000
List of Other Included Managers:
No. 13F File Number Name
None*
*Bowman Capital Management, LLC is deemed to exercise sole investment discretion
with respect to securities held by the investment partnership which it serves as
the general partner. Accordingly, such investment partnership has no separate
requirements pursuant to Rule 13F-1.
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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
- ------------------------------ -------------- --------- ----------- -------- --- ---- ------- -------- -------- -------- ------
ADAPTEC INC COM 00651F108 16,632 471000 SH Sole 471000
ADELPHIA COMMUNICATIONS CORP COM 6848105 1,909 30000 SH Sole 30000
ADV MICRO USD.01 COM COM 7903107 19,101 1057500 SH Sole 1057500
AGRIBIOTECH INC NEV COM COM 8494106 485 80000 SH Sole 80000
AMAZON COM INC COM COM 23135106 193,368 1545400 SH Sole 1545400
AMERICA ONLINE INC COM STK COM 02364J1024 78,548 2532250 SH Sole 2532250
AMES DEPT STORES INCCOM NEW COM 30789507 6,616 145000 SH Sole 145000
APPLE COMPUTER INC COM COM 37833100 40,625 877200 SH Sole 877200
APPLIED MATLS INC COM COM 38222105 105,198 1424000 SH Sole 1424000
ARTESYN TECHNOLOGIESINC COM COM 43127109 4,415 199000 SH Sole 199000
AT HOME CORPORATION COM COM 45919107 24,636 456760 SH Sole 456760
AUTODESK INC COM COM 52769106 5,913 200000 SH Sole 200000
BMC SOFT USD COM 55921100 12,150 225000 SH Sole 225000
BALL CORP COM COM 58498106 1,901 45000 SH Sole 45000
BARNES & NOBLE INC COM COM 67774109 13,099 478500 SH Sole 478500
BELL MICROPRODUCTS INC COM 78137106 8,566 1246000 SH Sole 1246000
BROADCOM CORP COM COM 111320107 101,309 700800 SH Sole 700800
BROADVISION INC COM COM 111412102 24,596 333500 SH Sole 333500
BUSINESS OBJECTS S.A. SPONS AD SPONSORED ADR 12328X107 621 17000 SH Sole 17000
C-CUBE MICROSYSTEMS INC COM 125015107 1,933 61000 SH Sole 61000
CDW COMPUTER CTRS INC COM 125129106 19,800 450000 SH Sole 450000
CHS ELECTRONICS INC COM NEW COM 12542A206 2,091 478000 SH Sole 478000
CNET INC COM COM 125945105 11,813 205000 SH Sole 205000
CALIFORNIA AMPLIFIERINC COM COM 129900106 1,145 176200 SH Sole 176200
CARRIER ACCESS COM STK USD0.00 COM 144460102 8,083 184500 SH Sole 184500
CHECKFREE HOLDINGS CORP COM 162816102 3,335 121000 SH Sole 121000
CIENA CORP COM COM 171779101 5,434 180000 SH Sole 180000
CISCO SYS INC COM COM 17275R102 144,443 2241600 SH Sole 2241600
CINTAS CORP COM COM 172908105 1,344 20000 SH Sole 20000
CITRIX SYSTEMS INC COM COM 177376100 9,503 168200 SH Sole 168200
CLARIFY INC COM COM 180492100 2,248 54500 SH Sole 54500
COMPAQ COMPUTER CORPCOM COM 204493100 89,691 3786439 SH Sole 3786439
COMPUWARE CORP COM COM 205638109 18,808 591200 SH Sole 591200
COMVERSE TECHNOLOGY INC COM 205862402 89,090 1180000 SH Sole 1180000
CONEXANT SYSTEMS INCCOM STK COM 207142100 13,064 225000 SH Sole 225000
CORSAIR COMM INC COM COM 220406102 1,243 292424 SH Sole 292424
CYPRESS SEMICONDUCTORS CORP CO COM 232806109 25,688 1500000 SH Sole 1500000
DATA BROADCASTING CORP COM 237596101 1,954 185000 SH Sole 185000
DELL COMPUTER CORP COM COM 247025109 123,018 3324800 SH Sole 3324800
DOCUMENTUM INC COM COM 256159104 7,741 592600 SH Sole 592600
DOUBLECLICK INC COM COM 258609304 25,598 279000 SH Sole 279000
DUANE READE INC COM COM 263578106 1,830 60000 SH Sole 60000
E M C CORP MASS COM COM 268648102 47,905 871000 SH Sole 871000
E-TEK DYNAMICS INC COM COM 269240107 1,189 25000 SH Sole 25000
EARTHLINK NETWORK INC COM 270322100 983 16000 SH Sole 16000
EINSTEIN/NOAH BAGEL CORP COM 282577105 66 67700 SH Sole 67700
ELEC ARTS COM COM 285512109 54,684 1008000 SH Sole 1008000
ENZON INC COM COM 293904108 9,477 458100 SH Sole 458100
EXTREME NETWORKS INCUSD COM COM 30226D106 3,281 56500 SH Sole 56500
FILENET CORP COM COM 316869106 1,304 114000 SH Sole 114000
FORTE SOFTWARE INC COM COM 349546101 1,705 176000 SH Sole 176000
GATEWAY INC COM COM 367626108 19,668 333000 SH Sole 333000
GENERAL INSTRUMENT CORP COM COM 370120107 23,375 550000 SH Sole 550000
GENUS USD COM COM 372461103 179 55000 SH Sole 55000
HMT TECH CORP COM COM 403917107 125 50000 SH Sole 50000
HEALTHEON CORPORATION COM 422209106 7,161 93000 SH Sole 93000
HUTCHINSON TECHNOLOGY INC COM 448407106 81,324 2930600 SH Sole 2930600
INFORMIX CORP COM COM 456779107 6,537 766200 SH Sole 766200
INFOSPACE.COM INC COM STK COM 45678T102 12,502 266000 SH Sole 266000
INKTOMI CORP COM COM 457277101 70,353 535000 SH Sole 535000
INTEGRATED DEVICE TECHNOLOGY I COM 458118106 13,594 1250000 SH Sole 1250000
INTERNATIONAL RECTIFIER CORP COM 460254105 1,331 100000 SH Sole 100000
INTERGRATED SYS INC COM COM 45812M104 3,255 277000 SH Sole 277000
INTEL CORP COM COM 458140100 11,900 200000 SH Sole 200000
JTS CORPORATION COM COM 465940104 1 337000 SH Sole 337000
JDA SOFTWARE COM COM 46612K108 587 63000 SH Sole 63000
JABIL CIRCUIT INC COM COM 466313103 43,013 953200 SH Sole 953200
JONES APPAREL GROUP INC COM 480074103 2,059 60000 SH Sole 60000
JUNIPER NETWORKS INC COM 48203R104 3,278 22000 SH Sole 22000
K TEL INTL INC COM NEW COM 482724200 144 20600 SH Sole 20600
LSI LOGIC CORP COM COM 502161102 62,961 1365000 SH Sole 1365000
LINEAR CORP USD COM COM 535678106 57,499 855000 SH Sole 855000
LUCENT TECHNOLOGIES INC COM COM 549463107 212,283 3147855 SH Sole 3147855
LYCOS INC COM COM 550818108 48,675 529800 SH Sole 529800
MARKETWATCH.COM INC COM 570619106 1,354 23000 SH Sole 23000
MATRITECH INC COM COM 576818108 70 53500 SH Sole 53500
MERCURY INTERACTIVE CORP COM 589405109 8,844 250000 SH Sole 250000
MICROSOFT CORP COM COM 594918104 136,724 1516000 SH Sole 1516000
MICRON TECHNOLOGY INC COM COM 595112103 4,050 100000 SH Sole 100000
MPATH INTERACTIVE COM 62473C101 6,550 297727 SH Sole 297727
MYLEX CORP COM COM 628546103 979 168500 SH Sole 168500
NAT SEMICOND USD.5 COM 637640103 4,116 162608 SH Sole 162608
NETMANAGE INC COM COM 641144100 466 216100 SH Sole 216100
NETWORK PERIPHERALS INC COM 64121R100 5,512 284500 SH Sole 284500
NETWORK PLUS CORP COM 64122D506 52 2500 SH Sole 2500
NEW ERA OF NETWORKS INC COM COM 644312100 21,837 497000 SH Sole 497000
NOKIA CORP ADR COM 654902204 59,973 655000 SH Sole 655000
NORTEL NETWORKS COM COM 656569100 30,558 352000 SH Sole 352000
NOVELLUS SYSTEMS INCCOM COM 670008101 27,300 400000 SH Sole 400000
OBJECTIVE SYS INTEG COM COM 674424106 305 111000 SH Sole 111000
ONSALE INC COM COM 682838107 3,844 203000 SH Sole 203000
ORACLE CORP COM COM 68389X105 35,065 944500 SH Sole 944500
PMC SIERRA INC COM COM 69344F106 19,096 324000 SH Sole 324000
PRI AUTOMATION INC COM COM 69357H106 12,506 345000 SH Sole 345000
PANDA PROJ INC COM COM 69833F104 5 29300 SH Sole 29300
PEOPLESOFT INC COM COM 712713106 6,569 380800 SH Sole 380800
PHONE.COM INC COM 71920Q100 5,040 90000 SH Sole 90000
POWERWAVE TECH COM COM 739363109 21,769 675000 SH Sole 675000
PRICELINE.COM INC COM COM 741503106 9,534 82500 SH Sole 82500
PROVIDENT AMERN CORPCOM COM 743832107 20,823 747000 SH Sole 747000
PROVIDIAN FINL CORP COM COM 74406A102 1,865 20000 SH Sole 20000
QUALCOMM INC COM COM 747525103 93,993 655000 SH Sole 655000
QUANTUM CORP COM COM 747906105 8,046 333500 SH Sole 333500
RAMBUS INC COM COM 750917106 22,033 239000 SH Sole 239000
REMEDY CORP COM COM 759548100 5,375 200000 SH Sole 200000
SDL INC COM COM 784076101 32,884 644000 SH Sole 644000
SFX ENTERTAINMENT CL A COM COM 784178105 2,560 40000 SH Sole 40000
SAP AG SPONS ADR SPONSORED ADR 803054204 9,262 267500 SH Sole 267500
SEAGATE TECHNOLOGY COM COM 811804103 6,076 237100 SH Sole 237100
SILICON GRAPHICS INC COM COM 827056102 4,352 265800 SH Sole 265800
SKYMALL INC COM COM 830859104 1 100 SH Sole 100
SOFTNET SYSTEMS INC COM COM 833964109 10,314 370000 SH Sole 370000
SPORTSLINE USA INC COM COM 848934105 4,624 128900 SH Sole 128900
STAMPS.COM INC COM COM 852857101 1,216 69500 SH Sole 69500
STARWOOD FINANCIAL TRUST COM 85568W104 3,075 49600 SH Sole 49600
STMICROELECTRONICS NV-NY REGIS COM 861012102 48,172 695000 SH Sole 695000
SUN MICROSYS COM COM 866810104 26,200 380400 SH Sole 380400
SYNOPSYS INC COM COM 871607107 2,208 40000 SH Sole 40000
TECH DATA CORP COM COM 878237106 51,638 1350000 SH Sole 1350000
TELLABS INC COM COM 879664100 132,233 1957200 SH Sole 1957200
TERADYNE INC COM 880770102 32,288 450000 SH Sole 450000
3COM CORP COM COM 885535104 40,278 1509250 SH Sole 1509250
THE STREET. COM COM 88368Q103 41,320 1116767 SH Sole 1116767
TRIDENT MICROSYSTEMSINC COM COM 895919108 928 101000 SH Sole 101000
TRINET CORP RLTY TR INC COM COM 896287109 1,246 45000 SH Sole 45000
TYCO INTERNATIONAL LTD COM COM 902124106 9,008 95075 SH Sole 95075
JDS UNIPHASE CORP COM 46612J101 62,250 375000 SH Sole 375000
UNITED INTERNATIONAL HLDGS INC COM 910734102 103,426 1529400 SH Sole 1529400
UNITRODE CORP COM 913283107 25,647 894000 SH Sole 894000
VANTIVE CORP COM COM 922091103 3,318 290100 SH Sole 290100
VERITY INC COM COM 92343C106 3,983 73500 SH Sole 73500
WESTERN DIGITAL CORPCOM COM 958102105 4,726 727000 SH Sole 727000
XILINX USD COM COM 983919101 82,726 1445000 SH Sole 1445000
YAHOO INC COM COM 984332106 327,964 1904000 SH Sole 1904000
ZOOM TELEPHONICS INCCOM COM 98976E103 189 35000 SH Sole 35000
BAAN CO NV NY SHS SPONSORED ADR N08044104 4,294 270500 SH Sole 270500
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73,685,655 3,923,638,000 73,685,655
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