-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, RanccuXZRIOoNcI1HN6tgHe9ewU2y85PbzwFOKs1VJj19mXcH18zRGkTkBGO7POF YxI/0dU7ZJSA24dV1s51Jw== 0001193125-10-190211.txt : 20100816 0001193125-10-190211.hdr.sgml : 20100816 20100816161623 ACCESSION NUMBER: 0001193125-10-190211 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100816 DATE AS OF CHANGE: 20100816 EFFECTIVENESS DATE: 20100816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JGD MANAGEMENT CORP /NY CENTRAL INDEX KEY: 0001012670 IRS NUMBER: 133633324 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05440 FILM NUMBER: 101019923 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE, 17TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 2123001300 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE, 17TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 13F-HR 1 d13fhr.txt FORM 13F 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, 2010 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: JGD Management Corp. Address: 767 Fifth Avenue 17th Floor New York, NY 10153 Form 13F File Number: 28-05440 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: Adam J. Semler Title: Chief Operating Officer Phone: (212) 300-1300 Signature, Place, and Date of Signing: /s/ Adam J. Semler New York, New York August 16, 2010 - --------------------------------- ----------------------- ----------------- [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.) [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(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).) * As of January 1, 2010, York Capital Management Global Advisors, LLC, an affiliate of JGD Management Corp., commenced exercising investment discretion over certain investment funds holding securities that are included in this Form 13F. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 70 Form 13F Information Table Value Total: $2,488,149 (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 FORM 13F INFORMATION TABLE
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- ABOVENET INC COM 00374N107 106185 2250645 SH SOLE 2250645 AGNICO EAGLE MINES LTD COM 008474108 1215 20000 SH SOLE 20000 AIRGAS INC COM 009363102 282176 4536598 SH SOLE 4536598 AIR PRODS & CHEMS INC COM 009158106 105986 1635335 SH SOLE 1635335 AK STL HLDG CORP COM 001547108 11234 942449 SH SOLE 942449 ALCON INC COM SHS H01301102 294380 1986504 SH SOLE 1986504 ALLERGAN INC COM 018490102 57245 982586 SH SOLE 982586 ALPHA NATURAL RESOURCES INC COM 02076X102 52506 1550234 SH SOLE 1550234 APPLE INC COM 037833100 237 941 SH SOLE 941 ASBURY AUTOMOTIVE GROUP INC COM 043436104 1845 175000 SH SOLE 175000
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- AT&T INC COM 00206R102 150 6221 SH SOLE 6221 BANK OF AMERICA CORPORATION COM 060505104 85940 5980533 SH SOLE 5980533 BP PLC SPONSORED ADR 055622104 5776 200000 SH SOLE 200000 CASEYS GEN STORES INC COM 147528103 56988 1632885 SH SOLE 1632885 CB RICHARD ELLIS GROUP INC CL A 12497T101 20103 1477071 SH SOLE 1477071 CIT GROUP INC COM NEW 125581801 49128 1450905 SH SOLE 1450905 CITIGROUP INC COM 172967101 41905 11144978 SH SOLE 11144978 CLARUS CORP COM 182707109 1494 216500 SH SOLE 216500 COCA COLA ENTERPRISES INC COM 191219104 131136 5070988 SH SOLE 5070988 COMMERCIAL VEH GROUP INC COM 202608105 3670 359431 SH SOLE 359431 DANA HOLDING CORP COM 235825205 30547 3054737 SH SOLE 3054737
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- DOLLAR THRIFTY AUTOMOTIVE GP COM 256743105 5228 122700 SH SOLE 122700 ENDEAVOUR INTL CORP COM 29259G101 810 764074 SH SOLE 764074 EXXON MOBIL CORP COM 30231G102 507 8876 SH SOLE 8876 GENERAL ELECTRIC CO COM 369604103 161 11172 SH SOLE 11172 GENERAL GROWTH PPTYS INC COM 370021107 30500 2300144 SH SOLE 2300144 GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 37360 8121651 SH SOLE 8121651 HEINZ H J CO COM 423074103 32329 748007 SH SOLE 748007 HERTZ GLOBAL HOLDINGS INC COM 42805T105 73974 7819626 SH SOLE 7819626 IVANHOE ENERGY INC COM 465790103 11941 6293422 SH SOLE 6293422 IVANHOE MINES LTD COM 46579N103 60391 4633520 SH SOLE 4633520 KELLOGG CO COM 487836108 41550 826040 SH SOLE 826040
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- KRAFT FOODS INC CL A 50075N104 8955 319818 SH SOLE 317996 LEAR CORP COM NEW 521865204 19809 299227 SH SOLE 299227 LINCOLN NATL CORP IND COM 534187109 24290 1000000 SH SOLE 1000000 MANITOWOC INC COM 563571108 22850 2500000 SH SOLE 2500000 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 22298 429142 SH SOLE 429142 MCDERMOTT INTL INC COM 580037109 12996 600000 SH SOLE 600000 MEAD JOHNSON NUTRITION CO COM 582839106 187716 3745339 SH SOLE 3745339 MEDIACOM COMMUNICATIONS CORP CL A 58446K105 2623 390300 SH SOLE 390300 MODINE MFG CO COM 607828100 1728 225000 SH SOLE 225000 MONSTER WORLDWIDE INC COM 611742107 34950 3000000 SH SOLE 3000000 NEWMONT MINING CORP COM 651639106 2501 40504 SH SOLE 40504
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- OWENS CORNING NEW COM 690742101 51186 1711333 SH SOLE 1711333 QWEST COMMUNICATIONS INTL IN COM 749121109 210 39965 SH SOLE 39965 RESMED INC COM 761152107 38815 638301 SH SOLE 638301 SPANSION INC COM CL A NEW 84649R200 249 15277 SH SOLE 15277 SPDR GOLD TRUST GOLD SHS 78463V107 21105 173444 SH SOLE 173444 SYBASE INC COM 871130100 275169 4255622 SH SOLE 4255622 VIACOM INC NEW CL B 92553P201 3155 100572 SH SOLE 100572 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 4651 225000 SH SOLE 225000 WALTER ENERGY INC COM 93317Q105 53158 873599 SH SOLE 873599 WESTERN UN CO COM 959802109 2993 200740 SH SOLE 200740 XEROX CORP COM 984121103 32532 4046294 SH SOLE 4046294
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- MIRANT CORP NEW *W EXP 01/03/201 60467R126 1 12480 SH SOLE 12480 MIRANT CORP NEW *W EXP 01/03/201 60467R118 8 122372 SH SOLE 122372 RETAIL OPPORTUNITY INVTS COR *W EXP 10/23/201 76131N119 193 250000 SH SOLE 250000 ALCON INC COM SHS H01301102 5025 7500 SH CALL SOLE 7500 BANK OF AMERICA CORPORATION COM 060505104 1155 31287 SH CALL SOLE 31287 CEMEX SAB DE CV SPON ADR NEW 151290889 3796 50276 SH CALL SOLE 50276 FORD MTR CO DEL COM PAR $0.01 345370860 3646 55000 SH CALL SOLE 55000 FREEPORT-MCMORAN COPPER & GO COM 35671D857 1350 7500 SH CALL SOLE 7500 GOOGLE INC CL A 38259P508 250 3570 SH CALL SOLE 3570 IVANHOE MINES LTD COM 46579N103 5475 20000 SH CALL SOLE 20000 MCDERMOTT INTL INC COM 580037109 651 18610 SH CALL SOLE 18610
COLUMN 8 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 ---------------------- - ----------------------------- ---------------- --------- -------- ------------------- ---------- -------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- NEWMONT MINING CORP COM 651639106 547 5250 SH CALL SOLE 5250 OWENS CORNING NEW COM 690742101 1629 5925 SH CALL SOLE 5925 RETAIL HOLDRS TR DEP RCPT 76127U101 4545 39500 SH CALL SOLE 39500 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 1200 10000 SH CALL SOLE 10000 XEROX CORP COM 984121103 142 8500 SH CALL SOLE 8500
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