13F-HR 1 lc13f203.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for 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: Lighthouse Capital Management, Inc. Address: 10000 Memorial Drive Suite 660 Houston, TX 77024 13F File Number: 28-5076 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report 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 the behalf of Reporting Manager: Name: Christine Cobb Title: Compliance Officer Phone: 713-688-6881 Signature, Place, and Date of Signing: /s/ Christine Cobb Houston, Texas August 1, 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 Included Managers: 0 Form 13F Information Table Entry Total: 69 Form 13F Information Table Value Total: 115,756 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 Corp Common Stocks 004934105 ~~1666~~2038 ~~102735~~99030 SH SOLE ~~102735~~99030 ~~Altera~~Allstate Common Stocks ~~021441100~~020002101 ~~765~~1785 ~~62076~~50075 SH SOLE ~~62076~~50075 American Superconductor Common Stocks 030111108 ~~202~~403 ~~67125~~65775 SH SOLE ~~67125~~65775 Analog Devices Common Stocks 032654105 ~~742~~1545 ~~31097~~44381 SH SOLE ~~31097~~44381 Applied Films Common Stocks 038197109 ~~2216~~2155 ~~110850~~83320 SH SOLE ~~110850~~83320 Apria Healthcare Group Common Stocks 049156102 1733 69650 SH SOLE 69650 Arkansas Best Common Stocks 040790107 ~~1749~~1979 ~~67330~~83830 SH SOLE ~~67330~~83830 Baxter International Inc. Common Stocks 071813109 ~~1359~~1286 ~~48550~~49450 SH SOLE ~~48550~~49450 Bear Stearns Companies Common Stocks 073902108 ~~3049~~1790 ~~51336~~24721 SH SOLE ~~51336~~24721 Boston Properties Common Stocks 101121101 ~~1133~~1424 ~~30750~~32500 SH SOLE ~~30750~~32500 Boyd Gaming Corp Common Stocks 103304101 ~~2376~~3014 ~~169075~~174650 SH SOLE ~~169075~~174650 ~~Brooks-PRI Automation Common Stocks 11442E102 1071 93450 SH SOLE 93450~~ Caremark RX Inc Common Stocks 141705103 ~~1965~~1276 ~~120925~~49700 SH SOLE ~~120925~~49700 CEC Entertainment Common Stocks 125137109 ~~1807~~2218 ~~58850~~60050 SH SOLE ~~58850~~60050 Celgene Common Stocks 151020104 ~~1523~~1503 ~~70950~~49525 SH SOLE ~~70950~~49525 ~~Cendant Common Stocks 151313103 865 82510 SH SOLE 82510 Cendant Cv Pf 7.75% '04 Conv Preferred 151313889 935 29000 SH SOLE 29000~~ Chicago Pizza & Brewery Common Stocks 167889104 ~~367~~512 ~~53150~~51200 SH SOLE ~~53150~~51200 Christopher & Banks Common Stocks 171046105 ~~1393~~1893 ~~67134~~51169 SH SOLE ~~67134~~51169 ~~CMS~~Cimarex Energy Common Stocks ~~125896100~~171798101 ~~1257~~1527 ~~133162~~64300 SH SOLE ~~133162~~64300 Coastal Banc Conv Pfd Conv Preferred 190428201 ~~1151~~1312 ~~45125~~47550 SH SOLE ~~45125~~47550 Coherent Common Stocks 192479103 ~~1712~~2129 ~~85805~~87705 SH SOLE ~~85805~~87705 ~~CSX~~Duke ~~Corp~~Energy 8.25% ~~Common~~Preferred Stocks ~~126408103~~264399585 ~~1470~~281 ~~51926~~17730 SH SOLE ~~51926~~17730 ~~DNP~~Equity ~~Select~~Office ~~Income~~Properties ~~Fund Inc~~ Common Stocks ~~264324104~~294741103 ~~871~~273 ~~87945~~10125 SH SOLE ~~87945~~10125 ~~Duke Energy 8.25% Common Stocks 264399585 290 18230 SH SOLE 18230~~ Equity Residential Common Stocks 29476L107 ~~914~~883 ~~37205~~34030 SH SOLE ~~37205~~34030 First Industrial Realty Trust Common Stocks 32054K103 ~~1028~~1281 ~~36710~~40535 SH SOLE ~~36710~~40535 Fossil Common Stocks 349882100 ~~2403~~2840 ~~118129~~120192 SH SOLE ~~118129~~120192 Foundry Networks Common Stocks 35063R100 ~~1076~~1380 ~~152875~~96675 SH SOLE ~~152875~~96675 ~~Gabelli~~GulfTerra EqEnergy ~~Trust~~Partners ~~7.25% Pref Preferred Stocks 362397309 422 16485 SH SOLE 16485 Globespan Virata~~ Common Stocks ~~37957V106~~28368B102 ~~1396~~494 ~~316600~~13150 SH SOLE ~~316600~~13150 HL&P Cap Tr. 8.125% Preferred Stocks 404202202 ~~325~~464 ~~18475~~18675 SH SOLE ~~18475~~18675 Humana Common Stocks 444859102 ~~1759~~2787 ~~175895~~184595 SH SOLE ~~175895~~184595 Int'l Rectifier 4.25% 7-13-07 Conv Bonds 460254AE5 ~~1186~~1344 ~~1389000~~1380000 SH SOLE ~~1389000~~1380000 International Rectifier Common Stocks 460254105 ~~2671~~3088 ~~144665~~115140 SH SOLE ~~144665~~115140 ISIS Pharmaceuticals Common Stocks 464330109 ~~1127~~1122 ~~171055~~210125 SH SOLE ~~171055~~210125 ~~JNI Corp Common Stocks 46622G105 701 253075 SH SOLE 253075~~ Jones Apparel Common Stocks 480074103 ~~1547~~1902 ~~43645~~65000 SH SOLE ~~43645~~65000 Keithley Instruments Common Stocks 487584104 ~~1301~~1720 ~~104078~~119053 SH SOLE ~~104078~~119053 Kemet Corp Common Stocks 488360108 ~~932~~1206 ~~106693~~119368 SH SOLE ~~106693~~119368 ~~Lehman Brothers Holdings Common Stocks 524908100 1271 23851 SH SOLE 23851~~ Ligand Pharmaceuticals Common Stocks 53220K207 ~~1626~~2262 ~~302830~~166434 SH SOLE ~~302830~~166434 Lighthouse Opportunity Fund Mutual Funds 742935794 ~~291~~317 ~~27757~~25232 SH SOLE ~~27757~~25232 ~~Lincare Holdings Common Stocks 532791100 2078 65730 SH SOLE 65730~~ Merix Corp Common Stocks 590049102 ~~884~~1587 ~~105240~~209420 SH SOLE ~~105240~~209420 MIM Corporation Common Stocks 553044108 ~~981~~1955 ~~169165~~301175 SH SOLE ~~169165~~301175 Mitcham Industries Common Stocks 606501104 ~~332~~414 ~~276925~~270325 SH SOLE ~~276925~~270325 Multimedia Games Common Stocks 625453105 ~~1619~~2535 ~~58950~~99800 SH SOLE ~~58950~~99800 National Oilwell Common Stocks 637071101 ~~1215~~1205 ~~55650~~54775 SH SOLE ~~55650~~54775 Navigant International Common Stocks 63935R108 ~~1944~~2217 ~~157650~~171825 SH SOLE ~~157650~~171825 ~~Pacific~~New ~~Sunwear~~Plan 7.625% Pfd Preferred Stocks 648053809 1264 47500 SH SOLE 47500 Newport Corp Common Stocks ~~694873100~~651824104 ~~1114~~1938 ~~62957~~130800 SH SOLE ~~62957~~130800 Plains All Amern Pipeline LP Common Stocks 726503105 ~~3456~~4403 ~~141636~~139866 SH SOLE ~~141636~~139866 Pogo Producing Common Stocks 730448107 ~~1835~~1967 ~~49260~~46005 SH SOLE ~~49260~~46005 PracticeWorks Common Stocks 739419109 ~~1782~~1436 ~~225400~~74300 SH SOLE ~~225400~~74300 Public Storage pfd Q Preferred Stocks 74460D711 ~~345~~471 ~~13130~~17080 SH SOLE ~~13130~~17080 Quiksilver Common Stocks 74838C106 ~~2623~~1695 ~~98400~~102810 SH SOLE ~~98400~~102810 Republic Services Inc Common Stocks 760759100 ~~1293~~1547 ~~61625~~68225 SH SOLE ~~61625~~68225 Royal Dutch Common Stocks 780257804 2327 49908 SH SOLE 49908 Sabre Holdings Corp Common Stocks 785905100 ~~1548~~1673 ~~85500~~67878 SH SOLE ~~85500~~67878 ~~Shaw~~Salomon ~~Group~~Bros Worldwide 2008 Common Stocks ~~820280105~~79548R103 ~~2116~~1747 ~~128615~~160700 SH SOLE ~~128615~~160700 ~~Shuffle~~Shaw ~~Master~~Group Common Stocks ~~825549108~~820280105 ~~876~~2010 ~~45855~~166825 SH SOLE ~~45855~~166825 Southwest Airlines Common Stocks 844741108 ~~1463~~1706 ~~105218~~99193 SH SOLE ~~105218~~99193 ~~Stelmar~~SpectraLink ~~Shipping~~ Common Stocks ~~V8726M103~~847580107 ~~634~~1323 ~~42125~~135150 SH SOLE ~~42125~~135150 SunGard Data Systems Common Stocks 867363103 ~~1355~~2016 ~~57500~~77800 SH SOLE ~~57500~~77800 Sycamore Networks Common Stocks 871206108 ~~962~~1354 ~~332925~~354325 SH SOLE ~~332925~~354325 Synopsys Common Stocks 871607107 ~~2067~~1905 ~~44785~~30765 SH SOLE ~~44785~~30765 Sypris Solutions Common Stocks 871655106 ~~1190~~1800 ~~116525~~173725 SH SOLE ~~116525~~173725 Tenet Healthcare Corporation Common Stocks 88033G100 ~~2258~~1706 ~~137672~~146418 SH SOLE ~~137672~~146418 ~~Trikon~~TEPPCO ~~Technologies~~Partners LP Common Stocks ~~896187408~~872384102 ~~2140~~417 ~~427967~~11400 SH SOLE ~~427967~~11400 ~~Ultra~~Trikon ~~Petroleum~~Technologies Common Stocks ~~903914109~~896187408 ~~2400~~1840 ~~242450~~518367 SH SOLE ~~242450~~518367 ~~Universal~~Ultra ~~Display~~Petroleum Common Stocks ~~91347P105~~903914109 ~~994~~3027 ~~125925~~234500 SH SOLE ~~125925~~234500 ~~Univision~~Universal ~~Communications~~Display Common Stocks ~~914906102~~91347P105 ~~817~~1204 ~~33350~~136025 SH SOLE ~~33350~~136025 ~~UNUM~~Univision ~~Provident~~Communications Common Stocks ~~91529Y106~~914906102 ~~1313~~1104 ~~74831~~36300 SH SOLE ~~74831~~36300 Utilities ~~HOLDRs~~Select ~~Trust~~SPDR Common Stocks ~~918019100~~81369Y886 ~~1187~~5192 ~~18500~~234725 SH SOLE ~~18500~~234725 ~~Valero 7.75% '03 PEPS Conv Preferred 91821D107 1703 58525 SH SOLE 58525~~ Vornado Realty Pfd C Preferred Stocks 929042406 ~~776~~992 ~~30560~~38010 SH SOLE ~~30560~~38010 Westport Res Conv Pfd Conv Preferred 961418209 ~~2178~~2614 ~~103200~~103325 SH SOLE ~~103200~~103325

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