13F-HR 1 form13f_12161.txt HLM MANAGEMENT COMPANY ================================================================================ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2003 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: HLM MANAGEMENT CO., INC. Address: 222 Berkeley Street Boston, MA 02116 13F File Number : 028-04776 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: A. R. Haberkorn Title: Clerk Phone: 617-266-0030 Signature, Place and Date of Signing: /s/ A. R. Haberkorn Boston, MA 08/11/2003 -------------------------------------- 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 AND EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Managers Included: 0 Form 13F Information Table Entry Total: 75 Form 13F Information Table Value Total: 269888 List of Other Included Managers: No. 13F File Number Name FORM 13F INFORMATION TABLE 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Actel Corporation COMMON 004934105 3783 183800 SH SOLE 183800 0 0 Advisory Board Company, The COMMON 00762W107 3890 96625 SH SOLE 96625 0 0 Align Technology, Inc. COMMON 016255101 4591 364400 SH SOLE 364400 0 0 Alkermes, Inc. COMMON 01642T108 3875 364900 SH SOLE 364900 0 0 AmSurg Corporation COMMON 03232p405 89 2900 SH SOLE 2900 0 0 Atrix Laboratories, Inc. COMMON 04962L101 2278 103700 SH SOLE 103700 0 0 BioMarin Pharmaceutical, Inc. COMMON 09061G101 3902 399800 SH SOLE 399800 0 0 Boston Communications Group, I COMMON 100582105 2350 139000 SH SOLE 139000 0 0 Capitol Bancorp COMMON 14056D105 2633 97150 SH SOLE 97150 0 0 Cell Genesys, Inc. COMMON 150921104 1175 133400 SH SOLE 133400 0 0 ChipPAC Inc. COMMON 169657103 5633 740200 SH SOLE 740200 0 0 Cohu, Inc. COMMON 192576106 2038 130650 SH SOLE 130650 0 0 Computer Programs and Systems, COMMON 205306103 2425 121200 SH SOLE 121200 0 0 Conceptus, Inc. COMMON 206016107 3147 224500 SH SOLE 224500 0 0 Connetics Corp. COMMON 208192104 5036 335700 SH SOLE 335700 0 0 Coventry Health Care, Inc. COMMON 222862104 272 5900 SH SOLE 5900 0 0 Digital Insight Corp. COMMON 25385P106 4682 247200 SH SOLE 247200 0 0 Documentum, Inc. COMMON 256159104 2498 127500 SH SOLE 127500 0 0 EXACT Sciences Corporation COMMON 30063p105 1510 137900 SH SOLE 137900 0 0 Entegris, Inc. COMMON 29362u104 2925 216800 SH SOLE 216800 0 0 Evergreen Resources, Inc. 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COMMON 52186n106 5872 184600 SH SOLE 184600 0 0 Lexar Media Inc. COMMON 52886P104 10551 1115300 SH SOLE 1115300 0 0 Macromedia, Inc. COMMON 556100105 6364 302900 SH SOLE 302900 0 0 Maverick Tube Corp. COMMON 577914104 5494 286900 SH SOLE 286900 0 0 Merit Medical Systems, Inc. COMMON 589889104 2302 115100 SH SOLE 115100 0 0 Microsemi Corporation COMMON 595137100 6538 410700 SH SOLE 410700 0 0 Movie Gallery, Inc. COMMON 624581104 2316 124300 SH SOLE 124300 0 0 NCO Group, Inc. COMMON 628858102 3764 209700 SH SOLE 209700 0 0 Navigant Consulting, Inc. COMMON 63935n107 3335 281400 SH SOLE 281400 0 0 Netflix Inc. COMMON 64110L106 3219 126000 SH SOLE 126000 0 0 OmniVision Technologies, Inc. COMMON 682128103 4610 148100 SH SOLE 148100 0 0 PMC-Sierra, Inc. COMMON 69344F106 5527 470000 SH SOLE 470000 0 0 Packeteer Inc. COMMON 695210104 5423 350300 SH SOLE 350300 0 0 Panera Bread Company COMMON 69840W108 3216 80400 SH SOLE 80400 0 0 Peet's Coffee & Tea Inc. COMMON 705560100 4401 251900 SH SOLE 251900 0 0 Pegasus Solutions, Inc. COMMON 705906105 2929 179800 SH SOLE 179800 0 0 Penwest Pharmaceuticals Co. COMMON 709754105 1411 57900 SH SOLE 57900 0 0 Platinum Underwriters Holdings COMMON G7127p100 4110 151450 SH SOLE 151450 0 0 Prima Energy Corp. COMMON 741901201 1283 61400 SH SOLE 61400 0 0 ProAssurance Corp. COMMON 74267c106 5277 195500 SH SOLE 195500 0 0 Psychiatric Solutions Inc. COMMON 74439H108 303 31200 SH SOLE 31200 0 0 Quest Software, Inc. COMMON 74834T103 2491 210200 SH SOLE 210200 0 0 Regeneration Technologies Inc. COMMON 75886N100 5506 417100 SH SOLE 417100 0 0 Ruby Tuesday, Inc. COMMON 781182100 638 25800 SH SOLE 25800 0 0 SanDisk Corp. COMMON 80004C101 917 22600 SH SOLE 22600 0 0 Select Medical Corp. COMMON 816196109 10266 413450 SH SOLE 413450 0 0 Standard Pacific Corp. COMMON 85375c101 5780 174300 SH SOLE 174300 0 0 Strayer Education, Inc. COMMON 863236105 2896 36400 SH SOLE 36400 0 0 Synaptics Inc. COMMON 87157D109 6951 521100 SH SOLE 521100 0 0 Telik Inc. COMMON 87959m109 4474 279300 SH SOLE 279300 0 0 Triad Hospitals, Inc. COMMON 89579k109 251 10100 SH SOLE 10100 0 0 Varian Semiconductor Equipment COMMON 922207105 4677 157100 SH SOLE 157100 0 0 Websense, Inc. COMMON 947684106 2173 138700 SH SOLE 138700 0 0 Werner Enterprises, Inc. COMMON 950755108 2351 110930 SH SOLE 110930 0 0 Westport Resources Corp. COMMON 961418100 2673 117500 SH SOLE 117500 0 0 Wintrust Financial Corp. COMMON 97650W108 1890 63444 SH SOLE 63444 0 0 eSpeed, Inc. COMMON 296643109 8651 437800 SH SOLE 437800 0 0 iPayment, Inc. COMMON 46262E105 6065 254400 SH SOLE 254400 0 0 j2 Global Communications, Inc. COMMON 46626E205 6739 146500 SH SOLE 146500 0 0