13F-HR 1 d958449_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter December 31, 2008 Ended: -------------------- 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: Bonanza Capital, Ltd. ------------------------------------- Address: 300 Crescent Court, Suite 250 ------------------------------------- Dallas, TX 75201 ------------------------------------- ------------------------------------- Form 13F File Number: 28-11243 -------- 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: Bernay Box ------------------------------------- Title: Managing Partner ------------------------------------- Phone: 214-303-3900 ------------------------------------- Signature, Place, and Date of Signing: /s/ Bernay Box Dallas, TX 02/17/2009 ------------------------ ------------------------- ---------- [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).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------- Form 13F Information Table Entry 20 Total: -------------- Form 13F Information Table value $ 46,933 Total: -------------- (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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE INFORMATION TABLE DECEMBER 31, 2008

~~TITLE OF~~ VALUE SHS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION ~~MNGRS~~MGRS SOLE SHARED NONE AMPCO-~~-------------~~PITTSBURGH -------- ----- -------- ------- --- ---- ---------- ----- ---- ------ ---- BIRCH MTN RES LTD COM 09066X109 2,384 478,800 SH SHARED 1 478,800 CHINA NATURAL RESOURCES INC COM G2110U109 108 13,318 SH SHARED 1 13,318 KHD HUMBOLDT WEDAG INTL LTD COM 482462108 3,362 125,116 SH SHARED 1 125,116 LANOPTICS LTD ORD M6706C103 2,782 305,000 SH SHARED 1 305,000 A S V INC COM 001963107 1,152 50,000 SH SHARED 1 50,000 ABRAXAS PETE CORP COM ~~003830106~~032037103 1,~~944~~120 ~~450~~51,~~000~~600 SH ~~SHARED~~SOLE ~~1 450~~51,000 ADVANCED MAGNETICS INC COM 00753P103 1,187 39,267 SH SHARED 1 39,267 ALLIED DEFENSE GROUP INC COM 019118108 2,027 92,200 SH SHARED 1 92,200 ALLION HEALTHCARE INC COM 019615103 3,745 431,000 SH SHARED 1 431,000 AWARE INC MASS COM 05453N100 4,828 850,000 SH SHARED 1 850,000 AXS-ONE INC COM 002458107 516 322,581 SH SHARED 1 322,581 BKF CAP GROUP INC COM 05548G102 625 100,000 SH SHARED 1 100,000 BLUEGREEN CORP COM 096231105 3,610 315,000 SH SHARED 1 315,000 BON-TON STORES INC COM 09776J101 9,299 425,000 SH SHARED 1 425,000 BUILDERS FIRSTSOURCE INC COM 12008R107 5,497 270,000 SH SHARED 1 270,000 CASH SYSTEMS INC COM 14756B102 1,458 200,000 SH SHARED 1 200,000 CHAMPPS ENTMT INC DEL COM 158787101 2,132 325,000 SH SHARED 1 325,000 CHANNELL COMM CORP COM 159186105 1,980 600~~,000~~ SHBLUEPHOENIX ~~SHARED~~SOLUTIONS 1LTD ~~600,000~~SHS ~~COMFORT~~M20157109 ~~SYS~~744 ~~USA INC COM 199908104 2~~404,~~501~~400 ~~175,000~~ SH ~~SHARED~~SOLE ~~1 175~~404,~~000~~400 CONTANGO OIL & GAS COMPANY COM NEW 21075N204 610,~~396~~471 ~~452~~185,~~366~~994 SH ~~SHARED~~SOLE ~~1 452~~185,~~366~~994 ~~CROCS~~ELECTRO ~~INC~~OPTICAL ~~COM~~SCIENCES ~~227046109 4,083 162,362 SH SHARED 1 162,362 CYBEX INTL~~ INC COM ~~23252E106~~285192100 63,~~067~~244 ~~934~~968,~~850~~387 SH ~~SHARED~~SOLE ~~1 934~~968,~~850~~387 ~~DELTA~~ENDWAVE ~~APPAREL INC COM 247368103 1,409 82,200 SH SHARED 1 82,200 DIGIGRAD~~ CORP COM ~~253827109~~NEW ~~2,229~~29264A206 ~~497,500~~672 ~~SH SHARED 1 497~~280,~~500 DISCOVERY PARTNERS INTL INC COM 254675101 1,170 450,~~000 SH ~~SHARED~~SOLE ~~1 450~~280,000 ~~FLOTEK~~EUROSEAS ~~INDS~~LTD ~~INC DEL~~ COM ~~343389102~~NEW ~~1,065~~Y23592200 ~~68,500 SH SHARED~~ 1 68,~~500~~505 ~~FOCUS ENHANCEMENTS INC COM 344159108 2~~350,~~260 2,306,~~000 SH ~~SHARED~~SOLE ~~1 2~~350,~~306,~~000 ~~FRIENDLY~~GRUBB ~~ICE~~& ~~CREAM~~ELLIS ~~CORP NEW COM 358497105 1,416 184,200 SH SHARED 1 184,200 GANDER MOUNTAIN~~ CO COM ~~36471P108~~PAR ~~223~~$0.01 ~~38,600~~400095204 SH664 ~~SHARED 1 38~~535,~~600~~300 ~~GLENAYRE TECHNOLOGIES INC COM 377899109 3,036 1,150,000~~ SH ~~SHARED~~SOLE ~~1 1~~535,~~150,000~~300 GOLD KIST INC COM 380614107 3,677 275,000 SH SHARED 1 275,000 GOLFSMITH INTL HOLDINGS INC COM 38168Y103 166 16,399 SH SHARED 1 16,399 GOODMAN GLOBAL INC COM 38239A100 304 20,000 SH SHARED 1 20,000 GREENFIELD ONLINE INC COM 395150105 2,964 400,000 SH SHARED 1 400,000 HALOZYME THERAPEUTICS INC COM 40637H109 41,~~693~~737 1310,~~738,143~~200 SH ~~SHARED~~SOLE ~~1 1~~310,~~738,143~~200 ~~HASTINGS~~INTERSECTIONS ~~ENTMT~~ INC COM ~~418365102~~460981301 2,~~048~~208 ~~262~~424,~~500~~700 SH ~~SHARED~~SOLE ~~1 262~~424,~~500~~700 ~~HOME~~KHD ~~SOLUTIONS~~HUMBOLDT ~~AMER~~WEDAG ~~INC~~INTL LTD COM ~~437355100~~482462108 13,~~543~~094 ~~250~~277,000 SH ~~SHARED~~SOLE ~~1 250~~277,000 ~~IMPERIAL~~MACQUARIE ~~SUGAR~~INFRASTR CO ~~NEW~~LLC ~~COM~~MEMBERSHIP ~~NEW~~INT ~~453096208~~55608B105 ~~956~~175 4046,300 SH ~~SHARED~~SOLE ~~1 40~~46,300 ~~INTERPHASE~~MAUI ~~CORP~~LD ~~COM~~& ~~460593106~~PINEAPPLE ~~1,674 289,600 SH SHARED 1 289,600 INTERSECTIONS~~ INC COM ~~460981301~~577345101 ~~4,947~~983 ~~455~~73,~~900~~208 SH ~~SHARED~~SOLE ~~1 455~~73,~~900~~208 ~~IRIS~~MEDCATH ~~INTL INC COM 46270W105 4,935 375,000 SH SHARED 1 375,000 INVESTOOLS INC COM 46145P103 9,256 1,165,800 SH SHARED 1 1,165,800 IXYS~~ CORP COM ~~46600W106~~58404W109 43,~~800~~110 ~~500~~297,~~000~~900 SH ~~SHARED~~SOLE ~~1 500~~297,~~000~~900 ~~KITTY~~OPNEXT ~~HAWK~~ INC COM ~~NEW~~68375V105 ~~498326206~~ 1,~~904~~313 2750,~~350,~~000 SH ~~SHARED~~SOLE ~~1 2~~750,~~350,~~000 KKR FINL CORP COM 482476306 2,601 125,000 SH SHARED 1 125,000 LEVITT CORP CLA 52742P108 1,200 75,000 SH SHARED 1 75,000 LONE STAR STEAKHOUSE SALOON COM 542307103 5,246 200,000 SH SHARED 1 200,000 LOOPNET INC COM 543524300 560 30,074 SH SHARED 1 30,074 MCDATA CORP CLA 580031201 2,652 650,000 SH SHARED 1 650,000 MISONIX INC COM 604871103 1,467 302,500 SH SHARED 1 302,500 MOLINA HEALTHCARE INC COM 60855R100 2,108 55,400 SH SHARED 1 55,400 MOVIE GALLERY INC COM 624581104 844 135,901 SH SHARED 1 135,901 OUTDOOR CHANNEL HLDGS INC COM NEW 690027206 ~~5,489~~937 ~~531~~125,~~850 SH SHARED 1 531,850 PARLUX FRAGRANCES INC COM 701645103 1,938 200,000 SH SHARED 1 200,000 PEDIATRIC SVCS OF AMERICA COM 705323103 2,103 168,500 SH SHARED 1 168,500 PXRE GROUP LTD COM G73018106 372~~ 100~~,000~~ SH ~~SHARED~~SOLE ~~1 100~~125,~~000 QUEST RESOURCE CORP COM NEW 748349305 1,355~~ 100~~,000~~ SH SHARED 1 100,000 QSGI INC COM 74729D106 1,440 900,000 SH SHARED 1 900,000 QUICKLOGIC CORP COM 74837P108 4,890 1,000,000 SH SHARED 1 1,000,000 REDENVELOPE INC COM 75733R601 1,375 135,500 SH SHARED 1 135,500 RENT WAY INC COM 76009U104 1,328 180,000 SH SHARED 1 180,000 REPUBLIC AWYS HLDGS INC COM 760276105 3,404 200,000 SH SHARED 1 200,000 RIGEL PHARMACEUTICALS INC COM NEW 766559603 2,189 225,000 SH SHARED 1 225,000 RTI INTL METALS INC COM 74973W107 1,117 20,000 SH SHARED 1 20,000 RURAL METRO CORP COM 781748108 5,425 775,000 SH SHARED 1 775,000 SANDERSON FARMS INC COM 800013104 2,799 100,000 SH SHARED 1 100,000 SANDS REGENT COM 800091100 874 60,306 SH SHARED 1 60,306 SFBC INTL INC COM 784121105 758 50,000 SH SHARED 1 50,000 SILVERLEAF RESORTS INC COM 828395103 71,~~595~~669 2,~~058~~317,~~200~~800 SH ~~SHARED~~SOLE 1 2,~~058~~317,~~200~~800 SONICWALL INC COM 835470105 3,596 400,000 SH SHARED 1 400,000 STREETTRACKS GOLD TRUST GOLD SHS 863307104 3,062 50,000 SH SHARED 1 50,000 SUN HEALTHCARE GROUP INC COM NEW 866933401 12,200 1,403,950 SH SHARED 1 1,403,950 TEGAL CORP COM ~~879008100 2,338 6,153,846 SH SHARED 1 6,153,846 TELULAR CORP COM~~ NEW ~~87970T208~~879008209 ~~2,663~~564 1512,~~325,000~~820 SH ~~SHARED~~SOLE ~~1 1~~512,~~325,000~~820 ~~TOPPS~~TELECOMMUNICATION ~~INC~~SYS ~~COM 890786106 1,233 150,000 SH SHARED 1 150,000 TUT SYSTEMS COM 901103101 2,655 1,097,000 SH SHARED 1 1,097,000 UROLOGIX~~ INC ~~COM~~CL ~~917273104~~A ~~177~~87929J103 565,~~500~~584 ~~SH SHARED 1 56~~650,~~500 UROPLASTY INC COM NEW 917277204 1,090 589,249 SH SHARED 1 589,249 US Airways Group Inc COM 90341W108 10,108 200,~~000 SH ~~SHARED~~SOLE ~~1 200~~650,000 ~~VONAGE~~TELULAR ~~HLDINGS~~ CORP COM ~~92886T201~~NEW ~~644~~87970T208 ~~75,000 SH SHARED~~ 1 75,~~000~~196 ~~WALTER INDS INC COM 93317Q105 5~~905,~~765~~717 ~~100,000~~ SH ~~SHARED~~SOLE ~~1 100~~905,~~000~~717 ~~WILLBROS~~THINKORSWIM GROUP INC COM ~~969199108~~88409C105 115,~~461~~944 ~~605,100 SH SHARED~~ 1 ~~605~~,~~100 WORLDGATE COMMUNICATIONS INC COM 98156L307 1~~057,~~153~~700 ~~703,050~~ SH ~~SHARED~~SOLE 1 ~~703~~,~~050~~057,700

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