GEOCAPITAL LLC/DE
13F-HR, 2000-10-12
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<PAGE>   1
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                                                            OMB APPROVAL
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                                                    OMB Number:  3235-0006
                                                    Expires: February 28, 1997
                                                    Estimated average burden
                                                    hours per response ...24.60
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                                                            SEC USE ONLY
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                                UNITED STATES
                      SECURITIES AND EXCHANGE COMMISSION
                            Washington, D.C. 20549

                                   FORM 13F

       INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT MANAGERS PURSUANT
  TO SECTION 13(f) OF THE SECURITIES EXCHANGE ACT OF 1934 AND RULES THEREUNDER


Report for the Calendar Year or Quarter Ended September 30, 2000
                                              ------------------

-------------------------------------------------------------------------------
                (Please read instructions before preparing form.)
-------------------------------------------------------------------------------

If amended, report check here: 0
                              ---

GEOCAPITAL, LLC
-------------------------------------------------------------------------------
Name of Institutional Investment Manager

767 FIFTH AVENUE                        NEW YORK       NY            10153-4590
-------------------------------------------------------------------------------
Business Address         (Street)       (City)         (State)        (Zip)

IRWIN LIEBER                          (212) 486-4455             CHAIRMAN & CIO
-------------------------------------------------------------------------------
Name, Phone No., and Title of Person Duly Authorized to Submit this Report.

-------------------------------- ATTENTION-------------------------------------
           INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACTS CONSTITUTE
                          FEDERAL CRIMINAL VIOLATIONS.
                   SEE 18 U.S.C. 1001 AND 15 U.S.C. 78ff(a).
-------------------------------------------------------------------------------

     The institutional investment manager submitting this Form and its
attachments and the person by whom it is signed represent hereby that all
information contained therein is true, correct and complete. It is understood
that all required items, statements and schedules are considered integral parts
of this Form and that the submission of any amendment represents that all
unamended items, statements and schedules remain true, correct and complete as
previously submitted.
     Pursuant to the requirements of Securities Exchange Act of 1934, the
undersigned institutional investment manager has caused this report to be
signed on its behalf in the City of NEW YORK and State of NY on the 8th day of
                                    --------              ---       ---
OCTOBER, 2000.
-------    --

                                                      IRWIN LIEBER
                                     -------------------------------------------
                                     (Name of Institutional Investment Manager)


                                     -------------------------------------------
                                     (Manual Signature of Person Duly Authorized
                                                  to Submit This Report)

Name and 13F file numbers of ALL Institutional Investment Managers with respect
to which this schedule is filled (other than the one filing this report): (List
in alphabetical order).

13F File Numbers will be assigned to Institutional Investment Managers after
they file their first report.

<TABLE>
<CAPTION>
Name:                                                           13F File No.:
------------------------------------------------------------  ----------------
<S>                                                           <C>
1. IRWIN LIEBER                                                   28-4421
------------------------------------------------------------  ----------------
2. BARRY FINGERHUT                                                28-4421
------------------------------------------------------------  ----------------
3. AFFILIATED MANAGERS GROUP                                      28-4421
------------------------------------------------------------  ----------------
4.
------------------------------------------------------------  ----------------
5.
------------------------------------------------------------  ----------------


6.
------------------------------------------------------------  ----------------
7.
------------------------------------------------------------  ----------------
8.
------------------------------------------------------------  ----------------
9.
------------------------------------------------------------  ----------------
10.
------------------------------------------------------------  ----------------
</TABLE>
                                                                  SEC 1685(5/91)
          Copyright (c) 1992-1998. NRS Systems, Inc. (Portions of Software Only)
<PAGE>   2
                                    FORM 13F                -----------------
                                                             (SEC USE ONLY)
                           Name of Reporting Manager
                                GEOCAPITAL, LLC

Page 2 of 2
    --   --

<TABLE>
<CAPTION>
--------------------------------------------------------------------------------------------------------------------------
                                                                                     ITEM 6:
                                                                             INVESTMENT DISCRETION
                                                            ITEM 5:    -----------------------------------
    ITEM 1:            ITEM 2:     ITEM 3:     ITEM 4:     SHARES OF              (b) SHARED-                   ITEM 7:
NAME OF ISSUER     TITLE OF CLASS   CUSIP    FAIR MARKET   PRINCIPAL   (a) SOLE   AS DEFINED    (c) SHARED-     MANAGERS
                                    NUMBER      VALUE       AMOUNT                IN INSTR. V      OTHER      SEE INSTR. V
---------------------------------------------------------------------------------------------------------------------------
<S>               <C>              <C>       <C>          <C>          <C>        <C>           <C>          <C>
See attached
---------------------------------------------------------------------------------------------------------------------------

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 COLUMN TOTALS
---------------------------------------------------------------------------------------------------------------------------

<CAPTION>



-------------------------------------------------
                  ITEM 8
         VOTING AUTHORITY (SHARES)
-------------------------------------------------
(a) SOLE         (b) SHARED          (c) NONE
-------------------------------------------------
<S>            <C>                  <C>
-------------------------------------------------

-------------------------------------------------

-------------------------------------------------

-------------------------------------------------

-------------------------------------------------

-------------------------------------------------

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-------------------------------------------------


Copyright (c) 1992-1998. NRS Systems, Inc. (Portions of Software Only)           SEC 1685 (5/91)

</TABLE>
<PAGE>   3
SEC13F.LNS                       GEOCAPITAL, LLC

                              FORM 13F SUMMARY PAGE
                              AS OF DATE: 09/30/00
                          RUN DATE: 10/09/00 9:53 A.M.


REPORT SUMMARY:

<TABLE>
<S>                                       <C>
NUMBER OF OTHER INCLUDED MANAGERS:        0

FORM 13F INFORMATION TABLE ENTRY TOTAL:   91

FORM 13F INFORMATION TABLE VALUE TOTAL:   $2,367,764,000
</TABLE>



LIST OF OTHER INCLUDED MANAGERS:

NO.   13F FILE NUMBER      NAME
<PAGE>   4
                     FORM 13F INFORMATION TABLE
                         AS OF DATE 9/30/00

<TABLE>
<CAPTION>
SECURITY DESCRIPTION        TITLE OF    CUSIP          VALUE      SHARES      SH/   INVESTMENT     VOTING AUTHORITY
                             CLASS                    X$1000                  PRN   DISCRETION     SOLE      SHARED       NONE
<S>                         <C>        <C>         <C>           <C>          <C>   <C>           <C>      <C>            <C>
ABM INDS INC                 COMMON       957100    48,060,649   1,767,748    SH     DEFINED        0        1,767,748     0
ACCRUE SOFTWARE, INC.        COMMON    00437W102    20,789,753   1,741,550    SH     DEFINED        0        1,741,550     0
AGENCY.COM LTD               COMMON      8447104     2,987,500     200,000    SH     DEFINED        0          200,000     0
AMDOCS LTD ORD               COMMON    G02602103       280,687       4,500    SH     DEFINED        0            4,500     0
AMERICAN INTL GROUP I        COMMON     26874107       317,204       3,315    SH     DEFINED        0            3,315     0
APOLLO GROUP INC CL A        COMMON     37604105   112,877,273   2,830,778    SH     DEFINED        0        2,830,778     0
APPLIED THEORY CORP          COMMON    03828R104     6,662,162   1,087,700    SH     DEFINED        0        1,087,700     0
ARIBA INC COM                COMMON    04033V104       416,043       2,904    SH     DEFINED        0            2,904     0
BJ SVCS CO                   COMMON     55482103    17,995,200     294,400    SH     DEFINED        0          294,400     0
BROADVISION INC              COMMON    111412102    73,208,150   2,849,952    SH     DEFINED        0        2,849,952     0
CABLETRON SYS INC            COMMON    126920107    24,732,063     838,375    SH     DEFINED        0          838,375     0
CENTRA SOFTWARE, INC.        COMMON    15234X103    12,954,500   1,993,000    SH     DEFINED        0        1,993,000     0
CISCO SYS INC                COMMON    17275R102       246,194       4,456    SH     DEFINED        0            4,456     0
CLARUS CORP DEL              COMMON    182707109    13,071,905     573,015    SH     DEFINED        0          573,015     0
COMPLETE BUSINESS SOL        COMMON    20452F107    35,070,183   2,597,791    SH     DEFINED        0        2,597,791     0
CONCUR TECHNOLOGIES,         COMMON    206708109     5,420,890   2,282,480    SH     DEFINED        0        2,282,480     0
CRITICAL PATH INC            COMMON    22674V100    55,430,122     912,430    SH     DEFINED        0          912,430     0
CYLINK                       COMMON    232565101    10,820,556   1,036,700    SH     DEFINED        0        1,036,700     0
CYPRESS SEMICONDUCTOR        COMMON    232806109     1,166,077      28,056    SH     DEFINED        0           28,056     0
C-BRIDGE INTERNET SOL        COMMON    12500B105    14,657,438     781,730    SH     DEFINED        0          781,730     0
DATA RETURN CORP             COMMON    23785M104    23,776,740   1,174,160    SH     DEFINED        0        1,174,160     0
DELANO TECHNOLOGY COR        COMMON    245701107    15,224,265     966,620    SH     DEFINED        0          966,620     0
DEVRY INC                    COMMON    251893103   129,750,565   3,448,520    SH     DEFINED        0        3,448,520     0
DIGEX INC                    COMMON    253756100    30,341,484     647,285    SH     DEFINED        0          647,285     0
DIGITALTHINK INC             COMMON    25388M100    33,791,622     802,175    SH     DEFINED        0          802,175     0
DISCOVERY PARTNERS IN        COMMON    254675101       507,812      25,000    SH     DEFINED        0           25,000     0
EBENX INC                    COMMON    278668108    10,733,458     948,814    SH     DEFINED        0          948,814     0
ECSOFT GROUP                 COMMON    279240105     2,758,178     282,890    SH     DEFINED        0          282,890     0
EDISON SCHS INC CL A         COMMON    281033100    68,380,769   2,153,725    SH     DEFINED        0        2,153,725     0
EDUCATION MGMT CORP          COMMON    28139T101    34,130,486   1,267,025    SH     DEFINED        0        1,267,025     0
</TABLE>
<PAGE>   5
                     FORM 13F INFORMATION TABLE
                         AS OF DATE 9/30/00

<TABLE>
<CAPTION>
SECURITY DESCRIPTION        TITLE OF    CUSIP          VALUE      SHARES      SH/   INVESTMENT     VOTING AUTHORITY
                             CLASS                    X$1000                  PRN   DISCRETION     SOLE      SHARED       NONE
<S>                         <C>        <C>         <C>           <C>          <C>   <C>           <C>      <C>            <C>
EGAIN COMMUNICATIONS         COMMON    28225C103    17,017,882   1,809,210    SH     DEFINED        0        1,809,210     0
ELOYALTY CORP                COMMON    290151109    35,225,815   2,762,809    SH     DEFINED        0        2,762,809     0
EXODUS COMMUNICATIONS        COMMON    302088109   101,100,151   2,047,598    SH     DEFINED        0        2,047,598     0
FELCOR LODGING TR INC        COMMON    31430F101    26,920,344   1,164,123    SH     DEFINED        0        1,164,123     0
FRONTLINE CAP GROUP          COMMON    35921N101    11,851,437     721,000    SH     DEFINED        0          721,000     0
FRONTLINE CAPITAL GRO        WARRANT   35921N994             0      26,450    SH     DEFINED        0           26,450     0
HOLLYWOOD.COM, INC           COMMON    436137103     9,487,156   1,573,000    SH     DEFINED        0        1,573,000     0
HOST MARRIOTT CORP NE        COMMON    44107P104    27,345,007   2,430,667    SH     DEFINED        0        2,430,667     0
IGO CORP                     COMMON    449592104     4,851,976   1,764,355    SH     DEFINED        0        1,764,355     0
ILLUMINET HLDGS INC C        COMMON    452334105       996,503      35,910    SH     DEFINED        0           35,910     0
INFORMATION HOLDINGS,        COMMON    456727106    44,980,642   1,269,295    SH     DEFINED        0        1,269,295     0
INFOSPACE.COM INC            COMMON    45678T102    30,624,798   1,012,390    SH     DEFINED        0        1,012,390     0
INTERLAND INC                COMMON    458726106     5,315,625     630,000    SH     DEFINED        0          630,000     0
JUNIPER NETWORKS INC         COMMON    48203R104     8,757,500      40,000    SH     DEFINED        0           40,000     0
JUPITER MEDIA METRIX         COMMON    48206U104    29,841,056   1,872,380    SH     DEFINED        0        1,872,380     0
KIRBY CORP                   COMMON    497266106    36,571,874   1,863,535    SH     DEFINED        0        1,863,535     0
LEGG MASON INC               COMMON    524901105   110,563,167   1,902,162    SH     DEFINED        0        1,902,162     0
LIFEMINDERS INC              COMMON    53220Q105    17,912,008     780,905    SH     DEFINED        0          780,905     0
LYCOS INC COM                COMMON    550818108       986,649      14,348    SH     DEFINED        0           14,348     0
LYNX THERAPEUTICS INC        COMMON    551812308    17,926,093     572,490    SH     DEFINED        0          572,490     0
MACROMEDIA INC               COMMON    556100105    48,812,366     604,020    SH     DEFINED        0          604,020     0
MARCHFIRST INC               COMMON    566244109    54,553,673   3,477,525    SH     DEFINED        0        3,477,525     0
MAVERICK TUBE CORP           COMMON    577914104     4,081,031     151,500    SH     DEFINED        0          151,500     0
MILLENNIUM PHARMACTCL        COMMON    599902103     2,921,250      20,000    SH     DEFINED        0           20,000     0
MILLER HERMAN INC            COMMON    600544100    73,019,137   2,277,400    SH     DEFINED        0        2,277,400     0
MODEM MEDIA INC CL A         COMMON    607533106     7,458,188   1,729,435    SH     DEFINED        0        1,729,435     0
MORRISON MANAGEMENT S        COMMON    618459101    40,919,917   1,384,769    SH     DEFINED        0        1,384,769     0
NATIONAL INSTRUMENTS         COMMON    636518102    54,304,196   1,230,690    SH     DEFINED        0        1,230,690     0
NBC INTERNET INC CL A        COMMON    62873D105     3,241,875     494,000    SH     DEFINED        0          494,000     0
NEON SYS INC                 COMMON    640509105    10,591,900     962,900    SH     DEFINED        0          962,900     0
</TABLE>
<PAGE>   6
                     FORM 13F INFORMATION TABLE
                         AS OF DATE 9/30/00

<TABLE>
<CAPTION>
SECURITY DESCRIPTION        TITLE OF    CUSIP          VALUE      SHARES      SH/   INVESTMENT     VOTING AUTHORITY
                             CLASS                    X$1000                  PRN   DISCRETION     SOLE      SHARED       NONE
<S>                         <C>        <C>         <C>           <C>          <C>   <C>           <C>      <C>            <C>
NETCREATIONS INC             COMMON    64110N102     3,969,551     371,420    SH     DEFINED        0          371,420     0
NETSOLVE, INC.               COMMON    64115J106     1,016,061     142,605    SH     DEFINED        0          142,605     0
NORTEL NETWORKS CORP         COMMON    656568102     1,794,639      30,162    SH     DEFINED        0           30,162     0
ONESOURCE INFORMATION        COMMON    68272J106     4,085,778     382,295    SH     DEFINED        0          382,295     0
PARADIGM GENETICS INC        COMMON    69900R106    10,480,528     438,975    SH     DEFINED        0          438,975     0
PARAMETRIC TECHNOLOGY        COMMON    699173100    27,985,781   2,558,700    SH     DEFINED        0        2,558,700     0
PEOPLESOFT                   COMMON    712713106    55,450,441   1,984,803    SH     DEFINED        0        1,984,803     0
PE-CELERA GENOMICS           COMMON    69332S201    70,740,724     710,070    SH     DEFINED        0          710,070     0
PREDICTIVE SYS INC           COMMON    74036W102     4,007,344     207,500    SH     DEFINED        0          207,500     0
PRIMUS TELECOMM GROUP        COMMON    741929103    15,659,325   1,648,350    SH     DEFINED        0        1,648,350     0
PROBUSINESS SERVICES         COMMON    742674104    34,894,888   1,153,550    SH     DEFINED        0        1,153,550     0
QUEST PRODS CORP             COMMON    747955102       338,079   3,756,434    SH     DEFINED        0        3,756,434     0
QUEST SOFTWARE               COMMON    74834T103    15,916,459     256,265    SH     DEFINED        0          256,265     0
RARE MEDIUM GROUP INC        COMMON    75382N109        89,250      12,000    SH     DEFINED        0           12,000     0
RWD TECHNOLOGIES INC.        COMMON    74975B101     3,081,845     362,570    SH     DEFINED        0          362,570     0
SCHEIN HENRY INC             COMMON    806407102    17,218,823     863,640    SH     DEFINED        0          863,640     0
SEACOR SMIT INC.             COMMON    811904101    68,944,388   1,478,700    SH     DEFINED        0        1,478,700     0
SOTHEBY HLDGS INC CL         COMMON    835898107    49,922,398   2,009,455    SH     DEFINED        0        2,009,455     0
STEIN MART INC COM           COMMON    858375108    19,430,062   1,797,000    SH     DEFINED        0        1,797,000     0
STEWART ENTERPRISES,         COMMON    860370105     5,410,472   2,792,502    SH     DEFINED        0        2,792,502     0
SUPERIOR CONSULTANT I        COMMON    868146101       775,000     400,000    SH     DEFINED        0          400,000     0
TALK.COM INC                 COMMON    874264104    19,168,487   4,350,295    SH     DEFINED        0        4,350,295     0
TECHNOLOGY SOLUTION C        COMMON    87872T108     9,719,300   3,887,720    SH     DEFINED        0        3,887,720     0
TESSCO TECHNOLOGIES          COMMON    872386107    10,158,945     398,390    SH     DEFINED        0          398,390     0
TRUE NORTH COMMUNICAT        COMMON    897844106    71,283,640   1,997,440    SH     DEFINED        0        1,997,440     0
UNIVERSITY OF PHOENIX        COMMON     37604204    15,281,250     750,000    SH     DEFINED        0          750,000     0
US CONCRETE INC.             COMMON    90333L102     6,124,800     844,800    SH     DEFINED        0          844,800     0
VERITAS DGC INC              COMMON    92343P107    49,067,148   1,695,625    SH     DEFINED        0        1,695,625     0
VESTCOM INTL INC COM         COMMON    924904105        31,250      12,500    SH     DEFINED        0           12,500     0
WILEY JOHN & SONS INC        COMMON    968223206    94,240,760   4,108,589    SH     DEFINED        0        4,108,589     0
</TABLE>
<PAGE>   7
                     FORM 13F INFORMATION TABLE
                         AS OF DATE 9/30/00

<TABLE>
<CAPTION>
SECURITY DESCRIPTION        TITLE OF    CUSIP          VALUE      SHARES      SH/   INVESTMENT     VOTING AUTHORITY
                             CLASS                    X$1000                  PRN   DISCRETION     SOLE      SHARED       NONE
<S>                         <C>        <C>         <C>           <C>          <C>   <C>           <C>      <C>            <C>
WIND RIV SYS INC             COMMON    973149107    36,817,438     768,030    SH     DEFINED        0          768,030     0

TOTAL                                               2367844002
</TABLE>


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