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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2000
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: JLF Asset Management, LLC
Address: 660 Madison Avenue - 18th Floor
New York, NY 10021
Form 13F 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
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: Jeffrey Feinberg
Title: Managing Member
Phone: (212) 521-1306
Signature, Place, and Date of Signing:
/s/ Jeffrey Feinberg New York, New York 4/14/00
____________________ ___________________ _________
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.)
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[ ] 13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other
reporting manger(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the
holdings for this reporting manager are reported in this
report and a portion are reported by other reporting
manager(s).)
List of Other Managers Reporting for this Manager: NONE
2
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 111
Form 13F Information Table Value Total: $419,054
[in 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
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JLF Asset Management, LLC
FORM 13F
March 31, 2000
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
- ----------------------- -------------- -------- -------- ----------------- -------- -------- ------------------------
OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
- ----------------------- -------------- --------- -------- -------- -------- -------- -------- ----- ------ -----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
A.C. Moore Arts and
Crafts Inc. Common 00886T103 641 85,500 S sole None Sole
AXA Financial Inc. Common 002451102 5,919 165,000 S sole None Sole
Ace Ltd Common G0070K103 2,127 93,000 S sole None Sole
Adelphia Cummunications
Corp Common 006848105 2,352 48,000 S sole None Sole
Aether Systems Inc Common 00808V105 2,359 13,000 S sole None Sole
Aflac Inc Common 00754U101 3,303 72,500 S sole None Sole
Allamerica Financial
Corp Common 019754100 3,519 69,000 S sole None Sole
Alliance Capital
Management Common 01855A101 2,979 71,900 S sole None Sole
American General Corp Common 026351106 309 5,500 S sole None Sole
American International
Group Inc. Common 26874107 18,068 165,000 S sole None Sole
Americredit Corp Common 03060R101 7,543 462,400 S sole None Sole
Anheuser Busch Companies
Inc. Common 035229103 2,552 41,000 S sole None Sole
Avon Product, Inc. Common 054303102 2,633 90,000 S sole None Sole
BJ's Wholesale Club Common 05548J106 2,494 65,000 S sole None Sole
Bank One Corp Common 06423A103 5,417 157,000 S sole None Sole
Bank of New York Common 64057102 3,263 78,500 S sole None Sole
Berkshire Hathaway Inc. Common 84670108 12,527 219 S sole None Sole
Best Buy Co. Inc. Common 086516101 1,462 17,000 S sole None Sole
Brauns Fashions Corp. Common 105658108 2,730 108,100 S sole None Sole
Brinker International
Inc. Common 109641100 4,836 162,900 S sole None Sole
Buy Com Inc. Common 124269101 439 45,000 S sole None Sole
CEC Entertainment Inc. Common 172062101 2,224 82,000 S sole None Sole
Chicos Fas Inc. Common 168615102 2,750 162,200 S sole None Sole
Cincinan Financial
Corp. Common 172062101 1,972 52,400 S sole None Sole
Circuit City Stores Common 172737108 7,944 130,500 S sole None Sole
Citigroup Inc. Common 172967101 10,688 178,500 S sole None Sole
Coca Cola Corp. Common 191216100 4,224 90,000 S sole None Sole
Colgate Palmolve Co. Common 194162103 6,089 108,000 S sole None Sole
Columbia Sportswear
Company Common 198516106 2,764 112,800 S sole None Sole
Comcast Corp. Common 200300200 2,429 56,000 S sole None Sole
Commscope Inc. Common 203372107 12,255 303980 S sole None Sole
4
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Consolidated Stores
Corp. Common 210149100 983 86,400 S sole None Sole
Costco Companies Inc. Common 22160K105 3,785 72,000 S sole None Sole
Cox Communications Common 224044107 2,425 50,000 S sole None Sole
Dobson Communications
Corp. Common 256069105 2,532 110,100 S sole None Sole
Donaldson Lufkin &
Jenrette Common 257661108 1,268 24,500 S sole None Sole
Dress Barn Inc. Common 261570105 770 40,000 S sole None Sole
Dynamic Digital Depth Common 26784W106 828 80,100 S sole None Sole
Dynamic Digital Depth
Registered Common 26784W106 1,592 154,000 S sole None Sole
Dynamic Digital Depth
Warrants Common 26784W106W 990 154,000 S sole None Sole
Ellett Brothers Inc. Common 288398100 251 44,100 S sole None Sole
Everest Reinsrance
Holdings Common G3223R108 5,285 162,000 S sole None Sole
Family Dollar Stores
Inc. Common 307000109 9,312 447,400 S sole None Sole
Federated Department
Stores Inc. Common 31410H101 2,789 66,000 S sole None Sole
Finish Line Inc. Common 317923100 488 50,000 S sole None Sole
Firstar Corp. Common 33763V109 3,349 146,000 S sole None Sole
Gemstar International
Group Ltd. Common G3788V106 9,735 113,200 S sole None Sole
General Motors Class H
Stock Common 370442832 6,984 56,100 S sole None Sole
General Motors Corp. Common 370442105 10,260 123,900 S sole None Sole
Genesco Inc. Common 371532102 614 46,800 S sole None Sole
Harrahs Entertainment
Inc. Common 413619107 1,253 67,500 S sole None Sole
Hasbro Inc. Common 418056107 2,270 136,000 S sole None Sole
Hershey Foods Inc. Common 427866108 3,998 82,000 S sole None Sole
Hibbett Sporting Goods
Inc. Common 428565105 2,385 116,000 S sole None Sole
Hypercom Corp. Common 44913M105 2,564 149,700 S sole None Sole
Insight Enterprises Inc. Common 45765U103 911 25,000 S sole None Sole
John Hancock Financial
Services Common 41014S106 4,245 235,000 S sole None Sole
K Swiss Inc. Common 482686102 1,837 124,000 S sole None Sole
Keebler Foods Co. Common 487256109 938 32,700 S sole None Sole
Kohis Corp. Common 500255104 4,715 46,000 S sole None Sole
Mattel Inc. Common 577081102 3,938 375,000 S sole None Sole
Maxtthus Capital
Holdings, Ltd. Common 577991102 200 133,350 S sole None Sole
McCormick and Co. Inc. Common 579780206 2,258 70,000 S sole None Sole
Michael's Stores Inc. Common 594087108 2,404 59,000 S sole None Sole
Nextel Communications
Inc. Common 65332V103 11,801 76,900 S sole None Sole
Nike Inc. Common 654106103 17,364 438,200 S sole None Sole
Nokia Corporation Common 654902204 6,105 27,500 S sole None Sole
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Nordstrom Inc. Common 655664100 6,785 230,000 S sole None Sole
OCI Communications Inc.
Warrants Common 67082H110 1,635 133,000 S sole None Sole
Oakley Inc. Common 673662102 1,063 100,000 S sole None Sole
Office Depot Inc. Common 676220106 2,694 233,000 S sole None Sole
Old Republic
International Corp. Common 680223104 4,538 330,000 S sole None Sole
P.C. Connection Inc. Common 69318J100 336 11,900 S sole None Sole
PartnerRe Ltd. Common G6852T105 3,902 106,000 S sole None Sole
Pier 1 Imports Inc. Common 720279108 16,445 1,604,400 S sole None Sole
Polo Ralph Lauren Common 731572103 1,443 77,200 S sole None Sole
Polycom Inc. Common 73172K104 7,657 96,700 S sole None Sole
Progressive Corp. Common 743315103 5,058 66,500 S sole None Sole
Providian Financial
Corp. Common 74406A102 2,252 26,000 S sole None Sole
Quaker Oats Co. Common 747402105 4,426 73,000 S sole None Sole
Quiksilver Inc. Common 74838C106 2,722 155,000 S sole None Sole
RSL Communications
Ltd. Common G7702U102 2,599 108,300 S sole None Sole
Reebok International
Ltd. Common 758110100 2,128 230,000 S sole None Sole
Saks Inc. Common 79377W108 1,450 100,000 S sole None Sole
Shaw Industries Inc. Common 820286102 576 37,900 S sole None Sole
Sirius Satellite Radio Common 82966U103 963 16,900 S sole None Sole
Sketchers USA Inc. Common 830566105 2,183 309,100 S sole None Sole
SmartServ Online Inc. Common 83169M203 893 7,000 S sole None Sole
Socrates Technologies
Corp. Common 833719107 370 118,400 S sole None Sole
SpectraLink Corp. Common 847580107 1,573 87,400 S sole None Sole
Sprint Corp. PC's
Group Common 852061506 5,830 80,000 S sole None Sole
St. Paul Companies Inc. Common 792860108 1,706 50,000 S sole None Sole
Starwood Hotels and
Resorts Common 85590A203 2,457 95,400 S sole None Sole
Steve Madden LTD. Common 556269108 1,188 62,500 S sole None Sole
Stride Rite Corp. Common 863314100 2,030 251,800 S sole None Sole
Sun Life Financial Common 866796105 3,352 310,000 S sole None Sole
Symbol Technologies Inc. Common 871508107 1,836 22,300 S sole None Sole
T Corp. Liberty Media
Group Common 1957208 9,045 152,500 S sole None Sole
TIX Companies Inc. Common 872540109 8,944 403,100 S sole None Sole
Target Corporation Common 87612E106 2,467 33,000 S sole None Sole
Timberland Co. Common 887100105 6,095 119,500 S sole None Sole
Tommy Hilfiger Corp Common G8915Z102 247 17,000 S sole None Sole
Torchmark Corp. Common 891027104 8,152 352,500 S sole None Sole
Tuesday Morning Corp Common 899035505 1,317 91,600 S sole None Sole
Tupperware Corp. Common 899896104 2,340 148,000 S sole None Sole
UCBH Holdings Corp. Common 90262T308 4,115 191,400 S sole None Sole
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Ultimate Electronics
Inc. Common 903849107 1,638 74,900 S sole None Sole
Venator Group Inc. Common 922944103 1,653 185,000 S sole None Sole
WR Berkley Corp Common 084423102 701 30,400 S sole None Sole
Webvan Group Inc Common 94845V103 961 125,000 S sole None Sole
Wilsons The Leather
Experts Inc. Common 972463103 2,255 167,049 S sole None Sole
XM Satellite Radio
Holdings Inc. Common 983759101 670 19,200 S sole None Sole
Zale Corp. Common 988858106 623 13,200 S sole None Sole
Nike July 45 Calls Calls 654106103 503 1,750 C sole None Sole
TOTAL 419,054
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02717001.AA6
