13F-HR 1 lc13f303.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for Calendar Year or Quarter Ended: September 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 November 3, 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: 72 Form 13F Information Table Value Total: 119,393 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 ~~2038~~1663 ~~99030~~69380 SH SOLE ~~99030~~69380 Allstate Common Stocks 020002101 ~~1785~~2685 ~~50075~~73500 SH SOLE ~~50075~~73500 American Superconductor Common Stocks 030111108 ~~403~~496 ~~65775~~48000 SH SOLE ~~65775~~48000 Analog Devices Common Stocks 032654105 ~~1545~~1192 ~~44381~~31356 SH SOLE ~~44381~~31356 Applied Films Common Stocks 038197109 ~~2155~~1848 ~~83320~~62170 SH SOLE ~~83320~~62170 Apria Healthcare Group Common Stocks 049156102 ~~1733~~2000 ~~69650~~73050 SH SOLE ~~69650~~73050 Arkansas Best Common Stocks 040790107 ~~1979~~2270 ~~83830~~82530 SH SOLE ~~83830~~82530 Baxter International Inc. Common Stocks 071813109 ~~1286~~1395 ~~49450~~48000 SH SOLE ~~49450~~48000 Bear Stearns Companies Common Stocks 073902108 ~~1790~~1941 ~~24721~~25946 SH SOLE ~~24721~~25946 Boston Properties Common Stocks 101121101 ~~1424~~1294 ~~32500~~29775 SH SOLE ~~32500~~29775 Boyd Gaming Corp Common Stocks 103304101 ~~3014~~2683 ~~174650~~175825 SH SOLE ~~174650~~175825 Caremark RX Inc Common Stocks 141705103 ~~1276~~2020 ~~49700~~89375 SH SOLE ~~49700~~89375 CEC Entertainment Common Stocks 125137109 ~~2218~~1645 ~~60050~~41962 SH SOLE ~~60050~~41962 Celgene Common Stocks 151020104 ~~1503~~2064 ~~49525~~47625 SH SOLE ~~49525~~47625 Charlotte Russe Hldg Common Stocks 161048103 1776 172550 SH SOLE 172550 Chicago Pizza & Brewery Common Stocks 167889104 ~~512~~593 ~~51200~~50500 SH SOLE ~~51200~~50500 Christopher & Banks Common Stocks 171046105 ~~1893~~1763 ~~51169~~73889 SH SOLE ~~51169~~73889 Cimarex Energy Common Stocks 171798101 ~~1527~~1486 ~~64300~~75800 SH SOLE ~~64300~~75800 Coastal Banc Conv Pfd Conv Preferred 190428201 ~~1312~~1246 ~~47550~~45700 SH SOLE ~~47550~~45700 Coherent Common Stocks 192479103 ~~2129~~2029 ~~87705~~82393 SH SOLE ~~87705~~82393 Duke Energy 8.25% Preferred Stocks 264399585 ~~281~~232 17730 SH SOLE 17730 Eaton Vance Ltd Duration Common Stocks 27828H105 916 49400 SH SOLE 49400 Equity Office Properties Common Stocks 294741103 ~~273~~295 ~~10125~~10700 SH SOLE ~~10125~~10700 Equity Residential Common Stocks 29476L107 ~~883~~931 ~~34030~~31780 SH SOLE ~~34030~~31780 First Industrial Realty Trust Common Stocks 32054K103 ~~1281~~1310 ~~40535~~40860 SH SOLE ~~40535~~40860 Fossil Common Stocks 349882100 ~~2840~~1222 ~~120192~~50443 SH SOLE ~~120192~~50443 Foundry Networks Common Stocks 35063R100 ~~1380~~1206 ~~96675~~56075 SH SOLE ~~96675~~56075 Frontline Ltd Common Stocks G3682E127 2659 158775 SH SOLE 158775 GulfTerra Energy Partners Common Stocks 28368B102 ~~494~~552 ~~13150~~13775 SH SOLE ~~13150~~13775 HL&P Cap Tr. 8.125% Preferred Stocks 404202202 ~~464~~461 18675 SH SOLE 18675 ~~Humana Common Stocks 444859102 2787 184595 SH SOLE 184595~~ Int'l Rectifier 4.25% 7-13-07 Conv Bonds 460254AE5 ~~1344~~1282 ~~1380000~~1345500 SH SOLE ~~1380000~~1345500 International Rectifier Common Stocks 460254105 ~~3088~~1882 ~~115140~~50260 SH SOLE ~~115140~~50260 ISIS Pharmaceuticals Common Stocks 464330109 ~~1122~~1323 ~~210125~~202938 SH SOLE ~~210125~~202938 Jones Apparel Common Stocks 480074103 ~~1902~~1912 ~~65000~~63887 SH SOLE ~~65000~~63887 Keithley Instruments Common Stocks 487584104 ~~1720~~1615 ~~119053~~114166 SH SOLE ~~119053~~114166 Kemet Corp Common Stocks 488360108 ~~1206~~1442 ~~119368~~113168 SH SOLE ~~119368~~113168 Ligand Pharmaceuticals Common Stocks 53220K207 ~~2262~~2156 ~~166434~~167284 SH SOLE ~~166434~~167284 Lighthouse Opportunity Fund Mutual Funds 742935794 ~~317~~362 ~~25232~~25999 SH SOLE ~~25232~~25999 Merix Corp Common Stocks 590049102 ~~1587~~1448 ~~209420~~87850 SH SOLE ~~209420~~87850 MIM Corporation Common Stocks 553044108 ~~1955~~2320 ~~301175~~309325 SH SOLE ~~301175~~309325 Mitcham Industries Common Stocks 606501104 ~~414~~514 ~~270325~~256750 SH SOLE ~~270325~~256750 Multimedia Games Common Stocks 625453105 ~~2535~~2049 ~~99800~~56300 SH SOLE ~~99800~~56300 National Oilwell Common Stocks 637071101 ~~1205~~2169 ~~54775~~119562 SH SOLE ~~54775~~119562 Navigant International Common Stocks 63935R108 ~~2217~~1296 ~~171825~~92475 SH SOLE ~~171825~~92475 New Plan 7.625% Pfd Preferred Stocks 648053809 ~~1264~~1303 ~~47500~~49175 SH SOLE ~~47500~~49175 Newport Corp Common Stocks 651824104 ~~1938~~1920 ~~130800~~136175 SH SOLE ~~130800~~136175 Plains All Amern Pipeline LP Common Stocks 726503105 ~~4403~~4110 ~~139866~~136778 SH SOLE ~~139866~~136778 Pogo Producing Common Stocks 730448107 ~~1967~~1972 ~~46005~~43555 SH SOLE ~~46005~~43555 PracticeWorks Common Stocks 739419109 ~~1436~~1527 ~~74300~~71100 SH SOLE ~~74300~~71100 Public Storage pfd Q Preferred Stocks 74460D711 ~~471~~459 17080 SH SOLE 17080 Quiksilver Common Stocks 74838C106 ~~1695~~1623 ~~102810~~101750 SH SOLE ~~102810~~101750 Republic Services Inc Common Stocks 760759100 ~~1547~~1644 ~~68225~~72600 SH SOLE ~~68225~~72600 Royal Dutch Common Stocks 780257804 ~~2327~~2129 ~~49908~~48158 SH SOLE ~~49908~~48158 Sabre Holdings Corp Common Stocks 785905100 ~~1673~~1612 ~~67878~~75003 SH SOLE ~~67878~~75003 Salomon Bros Worldwide 2008 Common Stocks 79548R103 ~~1747~~1962 ~~160700~~179506 SH SOLE ~~160700~~179506 Shaw Group Common Stocks 820280105 ~~2010~~1945 ~~166825~~185075 SH SOLE ~~166825~~185075 Southwest Airlines Common Stocks 844741108 ~~1706~~1796 ~~99193~~101455 SH SOLE ~~99193~~101455 SpectraLink Common Stocks 847580107 ~~1323~~1165 ~~135150~~62380 SH SOLE ~~135150~~62380 SunGard Data Systems Common Stocks 867363103 ~~2016~~1982 ~~77800~~75325 SH SOLE ~~77800~~75325 Sycamore Networks Common Stocks 871206108 ~~1354~~1647 ~~354325~~336175 SH SOLE ~~354325~~336175 Synopsys Common Stocks 871607107 ~~1905~~1322 ~~30765~~42980 SH SOLE ~~30765~~42980 Sypris Solutions Common Stocks 871655106 ~~1800~~2383 ~~173725~~173575 SH SOLE ~~173725~~173575 ~~Tenet~~TEPPCO ~~Healthcare~~Partners ~~Corporation~~LP Common Stocks ~~88033G100~~872384102 ~~1706~~517 ~~146418~~14625 SH SOLE ~~146418~~14625 ~~TEPPCO~~Travelers ~~Partners~~Ppty LPCasualty CL B Common Stocks ~~872384102~~89420G406 ~~417~~2727 ~~11400~~171698 SH SOLE ~~11400~~171698 Triad Hospitals Common Stocks 89579K109 2534 83675 SH SOLE 83675 Trikon Technologies Common Stocks 896187408 ~~1840~~2100 ~~518367~~344892 SH SOLE ~~518367~~344892 Ultra Petroleum Common Stocks 903914109 ~~3027~~1883 ~~234500~~134950 SH SOLE ~~234500~~134950 Universal Display Common Stocks 91347P105 ~~1204~~1496 ~~136025~~143950 SH SOLE ~~136025~~143950 Univision Communications Common Stocks 914906102 ~~1104~~1118 ~~36300~~35000 SH SOLE ~~36300~~35000 Utilities Select SPDR Common Stocks 81369Y886 ~~5192~~5254 ~~234725~~239900 SH SOLE ~~234725~~239900 Vornado Realty Pfd C Preferred Stocks 929042406 ~~992~~955 ~~38010~~37110 SH SOLE ~~38010~~37110 Westport Res Conv Pfd Conv Preferred 961418209 ~~2614~~2667 ~~103325~~107550 SH SOLE ~~103325~~107550

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