S SQUARED TECHNOLOGY CORP /NY
13F-HR, 1999-05-12
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<PAGE>   1
                                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, 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:   S SQUARED TECHNOLOGY CORP.
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Address:  515 Madison Avenue  
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          New York, New York 10128
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Form 13F File Number:  28-3840
                          -------------


The Institutional Investment Manager filing this report and the person by whom 
it is signed 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:     Seymour L. Goldblatt
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Title:    President
       -------------------------------------------------------------------------
Phone:    (212) 421-2155
       -------------------------------------------------------------------------


Signature, Place, and Date of Signing:

/s/ Seymour L. Goldblatt            New York, New York           May 12, 1999
- -------------------------------    --------------------------    ------------
[Signature]                        [City, State]                 [Date]

Report Type (Check only one.):

[x] 13F HOLDINGS REPORT. (Check if all holdings of this reporting manager are
    reported in this report.)

[ ] 13F NOTICE.  (Check if no holdings reported are in this report, and all
    holdings are reported in this report and a portion are reported by other
    reporting manager(s).)

[ ] 13F COMBINATION REPORT.  (Check 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).)


    I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES AND EXCHANGE ACT OF
1934.

    

     

<PAGE>   2

                            Form 13F Summary Page

Report Summary:

Number of other included managers:                         0
                          
Form 13F Information Table Entry Total:                   87
                                                 
Form 13F Information Table Value Total:         $507,815,000

<PAGE>   3
                       S Squared Technology Corporation
                          FORM 13F Information Table
                                March 31, 1999

<TABLE>
<CAPTION>
                                                                                                                                   
                                                                                                               Voting Authority
                                                             Value    Shares/  Sh/  Put/  Invstmt    Other   ----------------------
Name of Issuer                  Title of class    CUSIP    (x$1000)   Prn Amt  Prn  Call  Dscretn  Managers   Sole    Shared   None
- ------------------------------  --------------  ---------  --------  --------  ---  ----  -------  --------  ------   -------  ----
<S>                             <C>             <C>        <C>       <C>       <C>  <C>   <C>      <C>       <C>      <C>      <C>
ADVANCED DIGITAL INFO COM                       007525108    10906     658500   SH          Sole              658500
AIRNET COMMUNICATIONS SERIES C                                  12     333329   SH          Sole              333329
AIRNET COMMUNICATIONS SERIES D                                  14     383221   SH          Sole              383221
AIRNET COMMUNICATIONS SERIES E                                 376   10551808   SH          Sole            10551808
ALTERA CORP COM                                 021441100      988      16600   SH          Sole               16600
AMERICA ONLINE INC DEL COM                      02364J104     8879      60400   SH          Sole               60400
AMERICAN MANAGEMENT SYSTEMS IN                  027352103     1870      54800   SH          Sole               54800
ANALOG DEVICES INC COM                          032654105    28738     966000   SH          Sole              966000
ANDREW CORP                                     034425108     1970     160000   SH          Sole              160000
ANGIO TECH PHARMACEUTICALS                      034918102     1206     140000   SH          Sole              140000
ASPECT TELECOMMUNICATN COM                      045237104     3995     603000   SH          Sole              603000
AT&T CORP COM                                   001957109    10775     135000   SH          Sole              135000
AT&T CORP LIBERTY MEDIA GROUP                   001957208    15979     303834   SH          Sole              303834
BEST SOFTWARE INC COM                           086579109     1620     120000   SH          Sole              120000
BUSINESS OBJECTS                                12328X107     2375      80000   SH          Sole               80000
CENTURA RSTD COMMON                             15640W103      973     943397   SH          Sole              943397
CENTURA SOFTWARE CORP COM                       15640W103      767     743834   SH          Sole              743834
CENTURA SOFTWARE WARRANTS                                        0     235850   SH          Sole              235850
CENTURY COMMUNICATIONS CORP                     156503104     1393      30000   SH          Sole               30000
CHECKFREE HLDGS CORP COM                        162816102     2115      49700   SH          Sole               49700
CISCO SYSTEMS COM                               17275R102     7801      71200   SH          Sole               71200
CMGI INC                                        125750109    15743      86000   SH          Sole               86000
COGNOS                                          19244C109     7814     332500   SH          Sole              332500
COMPUTER TASK GROUP COM                         205477102    12188     570200   SH          Sole              570200
COMPUWARE CORP COM                              205638109    10612     444500   SH          Sole              444500
CONCENTRIC NETWORK CORP. SERIE                  20589R107     7545     100933   SH          Sole              100933
CONCENTRIC NETWORK CP COM                       20589R107    10323     138100   SH          Sole              138100
CONVERGYS CORP COM                              212485106     2838     165700   SH          Sole              165700
COR THERAPEUTICS INC COM                        217753102     4886     491700   SH          Sole              491700
CREATIVE BIOMOLECULES COM                       225270107     2723    1177600   SH          Sole             1177600
CRYSTAL DYNAMICS CO.                                          1000     133334   SH          Sole              133334
CURRENT LOGIC SYSTEMS INC.                      231997107       77      84872   SH          Sole               84872
CYGNUS INC COM                                  232560102     4901     653500   SH          Sole              653500
CYPRESS SEMICONDUCTOR COM                       232806109    18092    2010200   SH          Sole             2010200
DIGITAL MICROWAVE COM                           253859102     3658     436800   SH          Sole              436800
E4L INC                                         268452109     6162     735800   SH          Sole              735800
ELECTRIC FUEL CORP COM                          284871100      350     130400   SH          Sole              130400
EMISPHERE TECHNOLOGIES COM                      291345106      405      45000   SH          Sole               45000
FORE SYSTEMS INC COM                            345449102     5710     302000   SH          Sole              302000
GENESYS TELECOMMUNICATIONS                      371931106     3690     245000   SH          Sole              245000
GIGA INFORMATION GROUP SERIES                                  227      64000   SH          Sole               64000
GIGA INFORMATION GROUP SERIES                                 1349     379897   SH          Sole              379897
IMCLONE SYS INC COM                             45245W109    12309     729400   SH          Sole              729400
INDUS INTL INC COM                              45578L100     3133     706000   SH          Sole              706000
INSO CORP COM                                   457674109     2647     350000   SH          Sole              350000
INTERLEAF INC COM                               458729100     2561     803531   SH          Sole              803531
LATTICE SEMICONDUCTOR COM                       518415104     5673     124500   SH          Sole              124500
LEVEL 3 COMMUNICTIONS COM                       52729N100     5708      78400   SH          Sole               78400
LOWRANCE ELECTRS INC COM                        548900109      390      65000   SH          Sole               65000
LUCENT                                          549463107      594       5496   SH          Sole                5496
MASTECH CORP COM                                57632N105     4543     349500   SH          Sole              349500
MEDIAONE GROUP INC COM                          58440J104     8101     127700   SH          Sole              127700
MEDIMMUNE INC COM                               584699102     1030      17400   SH          Sole               17400
MICRO WHSE INC COM                              59501B105     3617     224300   SH          Sole              224300
MICROAGE INC COM                                594928103     4289     797900   SH          Sole              797900
MICROCHIP TECHNOLOGY COM                        595017104     6925     200000   SH          Sole              200000
MICRON ELECTRONICS INC COM                      595100108    17049    1451000   SH          Sole             1451000
MOBILE DATACOMM                                 666666664        0     921180   SH          Sole              921180
NEOMAGIC CORP COM                               640497103     3299     332000   SH          Sole              332000
 PAGE TOTAL                                                 304913
</TABLE>


                                       1
<PAGE>   4
                       S Squared Technology Corporation
                    FORM 13F Information Table (continued)
                                March 31, 1999

<TABLE>
<CAPTION>
                                                                                                                                    
                                                                                                                 Voting Authority
                                                             Value    Shares/  Sh/  Put/  Invstmt    Other    ----------------------
Name of Issuer                  Title of class    CUSIP    (x$1000)   Prn Amt  Prn  Call  Dscretn  Managers    Sole    Shared  None
- ------------------------------  --------------  ---------  --------  --------  ---  ----  -------  --------   -------  ------  ----
<S>                             <C>             <C>        <C>       <C>       <C>  <C>   <C>      <C>        <C>      <C>     <C>
NETWORK EQUIP TECHNOLO COM                      641208103     2351     263000   SH          Sole               263000
NETWORK SOLUTIONS                               64121Q102     7952      75200   SH          Sole                75200
NORTEL NETWORKS CORP COM                        656569100     9418     151600   SH          Sole               151600
PINNACLE SYS INC COM                            723481107      635      13956   SH          Sole                13956
PLATINUM SOFTWARE CORP COM                      72764R105     2069     280500   SH          Sole               280500
PLATINUM TECH INTL INC COM                      72764T101    11359     445458   SH          Sole               445458
PRO BUSINESS                                    742674104     3591      85500   SH          Sole                85500
PUMA TECHNOLOGY INC COM                         745887109      973     259600   SH          Sole               259600
QUALCOMM INC COM                                747525103    10597      85200   SH          Sole                85200
QUANTUM CORP COM                                747906105     7947     441500   SH          Sole               441500
QWEST COMMUNICATIONS INTERNATI                  749121109     7721     107100   SH          Sole               107100
RATIONAL SOFTWARE CORP COM NEW                  75409P202     6055     225815   SH          Sole               225815
RCN CORP                                        749361101     9015     268600   SH          Sole               268600
RENAISSANCE WORLDWIDE INC                       75968A109     6825    1103000   SH          Sole              1103000
SAPIENS INTL CORP N V ORD                       7716A1027     6775     649100   SH          Sole               649100
SCITEX CORP LTD                                 809090103     4077     405200   SH          Sole               405200
SECURE COMP                                     813705100      685      65200   SH          Sole                65200
SEGUE SOFTWARE INC COM                          815807102      432      44900   SH          Sole                44900
SEMTECH CORP                                    816850101    27352     858100   SH          Sole               858100
STAFF BLDRS INC NEW COM                         852377100      857    2256500   SH          Sole              2256500
SYBASE INC COM                                  871130100     9072    1142900   SH          Sole              1142900
TANDY CORP COM                                  875382103     7147     112000   SH          Sole               112000
TECHNOLOGY SOLUTIONS COM                        87872T108     9956    1397300   SH          Sole              1397300
TELETECH HLDGS INC COM                          879939106     3985     607300   SH          Sole               607300
TIER TECHNOLOGIES INC CL B                      88650Q100     1327     152700   SH          Sole               152700
TMP WORLDWIDE INC                               872941109    12995     200500   SH          Sole               200500
WHITTMAN-HART                                   966834103     7114     330900   SH          Sole               330900
XYLAN CORP COM                                  984151100    24620     668800   SH          Sole               668800
PAGE TOTAL                                                  202902
REPORT SUMMARY                    87 DATA RECORDS           507815               0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
</TABLE>


                                       2
<PAGE>   5
                       S Squared Technology Corporation
                    FORM 13F Information Table (continued)
                                March 31, 1999

<TABLE>
<CAPTION>
                                                                                                                       
                                                                                                    Voting Authority
                                                    Value     Shares/   Sh/   Invstmt    Other    ---------------------
Name of Issuer                         CUSIP       (x$1000)   Prn Amt   Prn   Dscretn   Managers   Sole   Shared   None
- ----------------------------------   ----------   ---------   -------   ---   -------   --------  -----   ------   ----
<S>                                  <C>          <C>         <C>       <C>   <C>       <C>       <C>     <C>      <C>
ADVANCED VISUAL SYSTEMS,                                8         212    SH     Sole                212
INC COMMON                                                                                        
ADVANCED VISUAL SYSTEMS,                               18         431    SH     Sole                431
PREFERRED                                                                
APPLIED DIGITAL ACCESS COM           038181103          3       1,137    SH     Sole              1,137
CLARIFY INC                          180492100        127       4,777    SH     Sole              4,777
EMERALD INTELLIGENCE SER A           290996206          2       2,685    SH     Sole              2,685
INFORMIX CORP COM                    456779107         22       2,978    SH     Sole              2,978
MILLENNIUM PHARMACEUTICALS           599902103        188       6,030    SH     Sole              6,030
NORTHERN TELECOM LTD                 656569100        174       2,802    SH     Sole              2,802
ONEMAIN.COM INC                      68267P109         36       1,000    SH     Sole              1,000
PHARMACYCLICS INC COM                716933106         73       4,427    SH     Sole              4,427
SIEBEL SYS INC COM                   826170102        144       3,027    SH     Sole              3,027
SMITH-GARDNER & ASSOC                                  14       1,000    SH     Sole              1,000
THERMAL PROFILES                     8835281010       0.5       4,750    SH     Sole              4,750
WEBTRENDS CORP                       94844D104         49       1,000    SH     Sole              1,000

Total Market Value 13F Additions                      859

Total Market Value 13F                             507815

Total Market Value 13F & Additions                508,674
</TABLE>


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