13F-HR 1 y64576e13fvhr.txt CREEDON CAPITAL MANAGEMENT, LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F-HR Form 13F COVER PAGE Report for the Calendar Year of Quarter Ended: September 30, 2002 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: Creedon Capital Management, LLC Address: 123 Second Street, Suite 120 Sausalito, California 94965 Form 13F File Number: 28-07674 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: David Goldstein Title: Chief Financial Officer Phone: 415-332-0111 Signature, Place, and Date of Signing: ~~Sausalito, California October 29 ,2002 David Goldstein [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 Total: 63 -------------- Form 13F Information Table Value Total: $1,070,853.165 -------------- (thousands)

List of Other Included Managers: None

~~SHARES~~TITLE ORMARKET ~~VALUE~~ISSUER ~~PRINCIPAL~~OF VALUE/ SHR/PRN SHR PUT/ INVESTMENT OTHER VOTING NAME ~~OF ISSUER TYPE OF~~ CLASS CUSIP ~~(X$~~1000) ~~AMOUNT~~QTY /PRN CALL DISCRETION MANAGERS ~~VOTING~~SOLE ~~AUTHORITY~~SHARED NONE ---- ----- ----- ----~~---------~~ ----- ----~~----~~ ------ ---------- -------- ---- ------ ----~~------------~~ ~~Sole~~ABGENIX ~~Shared~~CONVERTIBLE ~~None~~BONDS ~~SPDR~~00339BAB3 TR3451.25 ~~UNIT~~5500000 ~~SER~~PRN 1X ~~78462F103~~X ~~2,760~~ADVANCED ~~25000~~MICRO ~~SHR~~DEVICES ~~SOLE 25000 UNITED FIRE & CAS CO PFD CONV A% 910331305 907 32400 SHR SOLE 32400 SOVEREIGN BANCORP~~ INC ~~UNIT~~CONVERTIBLE ~~11/12/2029~~BONDS ~~845905306~~007903AE7 ~~19,493 241400 SHR SOLE 241400 OWENS ILL INC PFD CONV $~~1462.015 ~~690768502~~2500000 ~~9,812~~PRN ~~422000~~X ~~SHR~~X ~~SOLE~~AES ~~422000 SEALED AIR~~ CORP ~~NEW~~CONVERTIBLE ~~PFD~~BONDS CV00130HAN5 A14850.55 $244330000 ~~81211K209~~PRN ~~31,372~~X ~~767500~~X ~~SHR~~AGILENT ~~SOLE~~TECHNOLOGIES ~~767500 CHARMING SHOPPES~~ INC ~~COMMON~~CONVERTIBLE ~~161133103~~BONDS ~~15,072~~00846UAB7 ~~1884048 SHR SOLE 1884048 ENZON INC NOTE 4~~56619.~~500%~~36 ~~7/0~~69048000 ~~293904AB4~~PRN ~~2,168~~X ~~3000000~~X ~~PRN~~AKAMAI ~~SOLE~~TECHNOLOGIES ~~3000000~~INC ~~SEPRACOR~~CORPORATE ~~INC~~BONDS ~~NOTE~~00971TAC5 517171.~~750%~~7 ~~11/1~~50505000 ~~817315AQ7 1,930 3230000~~ PRN ~~SOLE~~X ~~3230000~~X AMAZON COM INC ~~NOTE~~CORPORATE ~~4.750%~~BONDS ~~2/0~~ 023135AF3 ~~2,341~~2214.46 ~~3468000~~3368000 PRN ~~SOLE~~X ~~3468000~~X ~~SEACOR~~AOL ~~SMIT~~TIME ~~INC~~WARNER ~~NOTE~~CORPORATE ~~5.375%~~BONDS ~~11/1~~02364JAC8 ~~811904AE1 4,711 4225000 PRN SOLE 4225000 BROCADE COMMUNICATIONS SYS NOTE 2~~23006.~~000%~~25 ~~1/0~~45000000 ~~111621AB4 3,499 4500000~~ PRN ~~SOLE~~X ~~4500000~~X ~~GAP~~AVAYA INC ~~DEL~~CORPORATE ~~NOTE~~BONDS ~~5.750%~~053499AA7 ~~3/1 364760AJ7~~ 15412.5~~,725~~ ~~5000000~~68500000 PRN ~~SOLE~~X ~~5000000~~X ~~PROVIDIAN~~BARNES ~~FINL~~& ~~CORP~~NOBLE ~~NOTE 3.250% 8/1 74406AAA0 3,615 5478000 PRN SOLE 5478000 READ-RITE CORP NOTE 6.500% 9/0 755246AA3 4,338 5634000 PRN SOLE 5634000 CNET~~ INC ~~NOTE~~CONVERTIBLE ~~5.000%~~BONDS ~~3/0~~067774AD1 ~~125945AC9 4,089 6103000 PRN SOLE 6103000 NORTEL NETWORKS CORP NEW NOTE 4~~21670.~~250%~~74 ~~9/0~~22113000 ~~656568AB8 3,339 6850000~~ PRN ~~SOLE~~X ~~6850000~~X ~~SEPRACOR~~BROCADE ~~INC~~COMMUNICATIONS ~~SDCV~~SYS 7INC.~~000%~~ ~~12/1~~CONVERTIBLE ~~817315AH7~~BONDS ~~4,760~~111621AB4 ~~7000000~~6798 ~~PRN~~10300000 ~~SOLE 7000000 UNITED STATES CELLULAR CORP NOTE 6/1 911684AA6 3,200 10000000~~ PRN ~~SOLE~~X ~~10000000~~X ~~OMNICARE~~CALPINE ~~INC~~CONVERTIBLE ~~SDCV~~BONDS ~~5.000%~~131347BA3 ~~12/0 681904AD0 9,949 10500000 PRN SOLE 10500000 LOEWS CORP NOTE 3~~31016.~~125% 9/1 540424AL2 9,454 10820000 PRN SOLE 10820000 SEPRACOR INC SDCV~~ 5~~.000%~~ ~~2/1~~69700000 ~~817315AL8 6,353 11000000~~ PRN ~~SOLE~~X ~~11000000~~X ~~LSI~~CENDANT ~~LOGIC~~ CORP ~~NOTE~~CORPORATE ~~4/250%~~BONDS ~~3/1~~151313AF0 ~~502161AD4 11,520 12000000 PRN SOLE 12000000 GENESCO INC NOTE 5/500% 4/1 371532AL6 14,842 12525000 PRN SOLE 12525000 HUTCHINSON TECHNOLOGY INC NOTE 6~~21656.~~000%~~25 ~~3/1~~35000000 ~~448407AC0 11,928 13000000~~ PRN ~~SOLE~~X ~~13000000~~X CENDANT CORP ~~DBCV~~CONVERTIBLE ~~3.875%~~BONDS ~~11/2~~ 151313AN3 ~~13,895 14000000 PRN SOLE 14000000 ECHOSTAR COMMUNICATIONS NEW NOTE 5~~25312.~~750%~~ 5/1 ~~278762AG4~~27000000 ~~10,622 14210000~~ PRN ~~SOLE~~X ~~14210000~~X ~~VENATOR~~CEPHALON ~~GROUP~~CONVERTIBLE ~~INC~~BONDS ~~NOTE~~156708AE9 ~~5.500%~~42075 ~~6/0~~49500000 ~~922944AB9 16,566 14500000~~ PRN ~~SOLE~~X ~~14500000~~X ~~BARNES~~CHARTER &COMMUNICATIONS ~~NOBLE~~ INC ~~NOTE~~DEL ~~5.250%~~CONVERTIBLE ~~3/1~~BONDS ~~067774AD1~~16117MAB3 ~~15,344 14613000 PRN SOLE 14613000 NETWORKS ASSOCS INC NOTE 5~~37941.~~250%~~75 ~~3/1~~76650000 ~~64123LAB7 20,063 15000000~~ PRN ~~SOLE~~X ~~15000000~~X ~~ADELPHIA COMMUNICATIONS CORP NOTE 3.250% 5/0 006848BH7 1,705 15500000 PRN SOLE 15500000~~ CHECKPOINT SYS INC ~~SDCV~~CORPORATE ~~5.250%~~BONDS ~~11/0~~ 162825AB9 ~~14,381~~16549.175 ~~15891000~~17891000 PRN ~~SOLE~~X ~~15891000~~X ~~INTERMUNE~~CNET INC ~~NOTE~~CORPORATE ~~5.750%~~BONDS ~~7/1~~125945AC9 ~~45884XAA1~~2338.71 ~~13,905~~4103000 ~~16075000~~ PRN ~~SOLE~~X ~~16075000~~X ~~RATIONAL~~CORNING ~~SOFTWARE~~INC ~~CORP~~CONVERTIBLE ~~NOTE~~BONDS ~~5.000%~~219350AK1 ~~2/0~~34650 ~~75409PAC7~~63000000 ~~13,249 16357000~~ PRN ~~SOLE~~X ~~16357000~~X ~~ECHOSTAR~~CV ~~COMMUNICATIONS~~THERAPEUTICS ~~NEW~~INC ~~NOTE~~CORPORATE ~~4.875%~~BONDS ~~1/0~~126667AB0 ~~278762AD1 12,251 16500000 PRN SOLE 16500000 MEDIACOM COMMUNICATIONS CORP NOTE 5~~25312.~~250%~~5 ~~7/0~~33750000 ~~58446KAA3 13,090 17000000~~ PRN ~~SOLE~~X ~~17000000~~X ~~INTERNATIONAL~~D ~~RECTIFIER~~R ~~CORP~~HORTON ~~NOTE 4.250% 7/1 460254AE5 15,107 17985000 PRN SOLE 17985000 PHOTRONICS~~ INC ~~NOTE~~CORPORATE ~~6.000%~~BONDS ~~6/0~~23331AAH2 ~~719405AA0~~32725 ~~18,124~~55000000 ~~18400000~~ PRN ~~SOLE~~X ~~18400000~~X ~~ORBITAL~~E ~~SCIENCES~~TRADE ~~CORP~~GROUP ~~NOTE 5.000% 10/0 685564AC0 18,264 19075000 PRN SOLE 19075000 VERTEX PHARMACEUTICALS~~ INC ~~NOTE~~CONVERTIBLE ~~5.000%~~BONDS ~~9/1~~269246AD6 ~~92532FAD2 14,862 19750000 PRN SOLE 19750000 XL CAP LTD DBCV~~ 20516.5/2 ~~98372PAB4~~27725000 ~~12,500 20000000~~ PRN ~~SOLE~~X ~~20000000 SYMANTEC CORP NOTE 3.000% 11/0 871503AB4 24,400 20000000 PRN SOLE 20000000~~X

ECHOSTAR COMMUNICATIONS NEW CONVERTIBLE BONDS 278762AG4 10835.125 14210000 PRN X X ECHOSTAR COMMUNICATIONS NEW CONVERTIBLE BONDS 278762AD1 12540 16500000 PRN X X GENESCO INC CONVERTIBLE BONDS 371532AL6 11538.656 12525000 PRN X X GPS 5.75- 05 CONVERTIBLE BONDS 364760AJ7 11341.875 11500000 PRN X X HUMAN GENOME SCIENCES INC CONVERTIBLE BONDS 444903AF5 24480 34000000 PRN X X IMCLONE SYS INC CONVERTIBLE BONDS 45245WAD1 17191.322 29513000 PRN X X INTERMUNE INC CONVERTIBLE BONDS 45884XAA1 20289.187 18075000 PRN X X INTERNATIONAL RECTIFIER CORP CONVERTIBLE BONDS 460254AE5 30114.512 38485000 PRN X X LENNAR CORP CORPORATE BONDS 526057AF1 25850 55000000 PRN X X LEVEL 3 COMMUNICATIONS INC CONVERTIBLE BONDS 52729NAS9 320 1000000 PRN X X LEVEL 3 COMMUNICATIONS INC CONVERTIBLE BONDS 52729NAG5 864 2700000 PRN X X LIBERTY MEDIA 3.25% 3/15/31 CONVERTIBLE BONDS 530715AR2 36800 40000000 PRN X X LIBERTY MEDIA CORP CONVERTIBLE BONDS 530715AN1 13259.25 21300000 PRN X X LOEWS CORP CORPORATE BONDS 540424AL2 9386.35 10820000 PRN X X LOWES CO 0% 2/16/2021 CONVERTIBLE BONDS 548661CF2 5850 7500000 PRN X X LSI LOGIC CORP CONVERTIBLE BONDS 502161AD4 7440 8000000 PRN X X LTX CORP CONVERTIBLE BONDS 502392AE3 1653 2900000 PRN X X MEDIACOM COMMUNICATIONS CORP CONVERTIBLE BONDS 58446KAA3 19935.85 29755000 PRN X X NETWORKS ASSOCS INC CONVERTIBLE BONDS 64123LAB7 14850 15000000 PRN X X NORTEL NETWORKS CORP NEW CONVERTIBLE BONDS 656568AB8 2063.05 6820000 PRN X X OMNICARE INC CONVERTIBLE BONDS 681904AD0 19235.775 21255000 PRN X X OMNICOM GROUP INC. CONVERTIBLE BONDS 681919AM8 11750 12500000 PRN X X OWENS ILLINOIS PREFERRED CONVERTIBLE PREFERRED 690768502 11745 522000 SHR X X

PENNEY JC INC CONVERTIBLE BONDS 708160BV7 6940 8000000 PRN X X PRIMUS TELECOMMUNICATIONS GRP CORPORATE BONDS 741929AL7 9807 28020000 PRN X X PROVIDIAN FINL CORP CONVERTIBLE BONDS 74406AAA0 9623.365 14978000 PRN X X READ-RITE CORP CONVERTIBLE BONDS 755246AA3 3963.96 6292000 PRN X X REDBACK NETWORKS INC CONVERTIBLE BONDS 757209AB7 13559.725 66145000 PRN X X ROYAL CARIBBEAN CONVERTIBLE BONDS 780153AM4 13985.769 36445000 PRN X X SCI SYS INC CONVERTIBLE BONDS 783890AF3 15340 26000000 PRN X X SEALED AIR PREFERRED CONVERTIBLE PREFERRED 81211K209 9292.5 420000 SHR X X SHAW GROUP INC CONVERTIBLE BONDS 820280AC9 20116.95 39445000 PRN X X SONIC AUTOMOTIVE INC CONVERTIBLE BONDS 83545GAE2 3408.75 4500000 PRN X X STMICROELECTRONICS N V CORPORATE BONDS 861012AB8 32016 40020000 PRN X X UNITED FIRE & CASUALTY CO CONVERTIBLE PREFERRED 910331305 763.2 28800 SHR X X VENATOR GROUP CONVERTIBLE BONDS 922944AB9 22895.04 23849000 PRN X X VERITAS SOFTWARE CORP / VERITA CONVERTIBLE BONDS 92343RAA1 32284.912 39015000 PRN X X VERTEX PHARMACEUTICALS INC CONVERTIBLE BONDS 92532FAD2 24783.587 32935000 PRN X X VISHAY INTERTECHNOLOGY COM CORPORATE BONDS 370787AB9 4922.5 5500000 PRN X X XEROX CORP CONVERTIBLE BONDS 984121BB8 30590.76 53668000 PRN X X XL CAP LTD CORPORATE BONDS 98372PAB4 36975 60000000 PRN X X 1771987.968

SHARES OR VALUE PRINCIPAL SHR/ PUT/ INVESTMENT OTHER NAME OF ISSUER TYPE OF CLASS CUSIP (X$1000) AMOUNT PRN CALL DISCRETION MANAGERS VOTING AUTHORITY -------------- ------------- ----- -------- ------ ---------------------------- ---------------- Sole Shared None LIBERTY MEDIA CORP DEB 3.500% 1/1 530715AN1 15,762 21300000 PRN SOLE 21300000 E TRADE GROUP INC NOTE 6.750% 5/1 269246AD6 19,714 22725000 PRN SOLE 22725000 HUMAN GENOME SCIENCES INC NOTE 5.000% 2/0 444903AF5 17,985 23900000 PRN SOLE 23900000 AGILENT TECHNOLOGIES INC DBCV 3.000% 12/0 00846UAB7 24,390 24000000 PRN SOLE 24000000 ADELPHIA COMMUNICATIONS CORP NOTE 6.000% 2/1 006848BG9 2,706 24600000 PRN SOLE 24600000 SCI SYS INC NOTE 3.000% 3/1 783890AF3 18,493 26000000 PRN SOLE 26000000 REDBACK NETWORKS INC NOTE 5.000% 4/0 757209AB7 11,913 27544000 PRN SOLE 27544000 PRIMUS TELECOMMUNICATIONS GRP SDCV 5.750% 2/1 741929AL7 10,508 28020000 PRN SOLE 28020000 IMCLONE SYS INC NOTE 5.500% 3/0 45245WAD1 21,102 29513000 PRN SOLE 29513000 SIEBEL SYS INC NOTE 5.500% 9/0 826170AC6 31,959 32039000 PRN SOLE 32039000 CV THERAPEUTICS INC NOTE 4.750% 3/0 126667AB0 24,127 33050000 PRN SOLE 33050000 AES CORP SDCV 4.500% 8/1 00130HAN5 20,347 33084000 PRN SOLE 33084000 CORNING INC NOTE 3.500% 11/0 219350AK1 24,076 35800000 PRN SOLE 35800000 AVAYA INC NOTE 10/3 053499AA7 13,410 36000000 PRN SOLE 36000000 VERITAS SOFTWARE CORP / VERITA NOTE 1.856% 8/1 92343RAA1 32,821 39015000 PRN SOLE 39015000 XO COMMUNICATIONS INC NOTE 5.750% 1/1 983764AC5 202 40300000 PRN SOLE 40300000 CHARTER COMMUNICATIONS INC DEL NOTE 5.750% 10/1 16117MAB3 21,754 41045000 PRN SOLE 41045000 AKAMAI TECHNOLOGIES INC NOTE 5.500% 7/0 00971TAC5 18,316 45505000 PRN SOLE 45505000 CENDANT CORP DEBT 2/1 151313AF0 33,563 50000000 PRN SOLE 50000000 D R HORTON INC NOTE 5/1 23331AAH2 36,625 50000000 PRN SOLE 50000000 STMICROELECTRONICS N V NOTE 9/2 861012AB8 48,143 55020000 PRN SOLE 55020000 LENNAR CORP NOTE 4/0 526057AF1 28,429 58920000 PRN SOLE 58920000

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