13F-HR 1 jdn13f-q208.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 ----------------- 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: JDN Capital Management, LP -------------------------- Address: 2420 Camino Ramon Suite 222 -------------------------- San Ramon, CA 94583 -------------------------- -------------------------- Form 13F File Number: 28- 11131 --------------------- The institutional investment manager filing this report and 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, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John Nguyen ---------------------------- Title: General Partner ---------------------------- Phone: 925-244-5990 ---------------------------- Signature, Place, and Date of Signing /s/ John Nguyen San Ramon, CA August 11, 2008 --------------------- ------------------------- ----------------- [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 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 managers (s).) FORM13F SUMMARY Report Summary: Number of Other Included Managers: 0 ----------------- Form 13F Information Table Entry Total: 125 ----------------- Form 13F Information Table Value Total: 89,659 ----------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form13F 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

column 1 column 2 column 3 column 4 column 5 column 6 column 7 column 8 -------- -------- -------- -------- -------- ---------- -------- -------- ------------------------------------------------------------------------------------------------------------------------------------ Investment Other Voting Authority Name of Issuer Title of Cusip Value Shrs or sh/ put/ Discretion Managers Sole Shared None Class (x$1000) prn amt prn call ------------------ ------- ------- -------- ------- --- ---- ---------- -------- ---- ---- ---- ~~AVX~~ACI ~~Corp~~Worldwide ~~com~~Inc ~~002444107 851 56000 SH SOLE 56000 0 0 Abercrombie & Fitch Co~~ com ~~002896207~~004498101 ~~1135~~1211 ~~15000~~68837 SH SOLE ~~15000~~68837 0 0 Adaptec Inc com 00651F108 ~~523~~424 ~~135062~~132362 SH SOLE ~~135062~~132362 0 0 Advanced Micro Devices ~~com 007903107 1306 100000 SH SOLE 100000 0 0 Aeroflex~~ Inc com ~~007768104~~007903107 ~~2277~~352 ~~173176~~60300 SH SOLE ~~173176~~60300 0 0 ~~Allion Healthcare Inc com 019615103 390 95399 SH SOLE 95399 0 0~~ Amicas Inc com 001712108 ~~1023~~943 ~~360122~~332107 SH SOLE ~~360122~~332107 0 0 ~~Andrew~~Aspen ~~Corp~~Insurance Holdings Ltd com ~~034425108~~G05384105 ~~1992~~438 ~~188060~~18500 SH SOLE ~~188060~~18500 0 0 Avid Technolgy Inc com 05367P100 ~~262~~150 ~~7500~~8803 SH SOLE ~~7500~~8803 0 0 Avnet Inc com 053807103 ~~3263~~1266 ~~90300~~46400 SH SOLE ~~90300~~46400 0 0 Axcelis Technologies Inc com 054540109 ~~912~~849 ~~119349~~173929 SH SOLE ~~119349~~173929 0 0 ~~Bell~~Bed ~~Microproducts~~Bath & Beyond Inc com ~~078137106~~075896100 ~~1767~~281 ~~276071~~10000 SH SOLE ~~276071~~10000 0 0 ~~Bisys~~Bell ~~Group~~Microproducts Inc com ~~055472104~~078137106 ~~837~~657 ~~73000~~271694 SH SOLE ~~73000~~271694 0 0 Borland Software Corp com 099849101 ~~1029~~259 ~~195279~~190546 SH SOLE ~~195279~~190546 0 0 ~~Boston~~CBRE ~~Scientific~~Realty ~~Corp~~Finance Inc com ~~101137107~~12498B307 ~~298~~123 ~~20500~~35675 SH SOLE ~~20500~~35675 0 0 ~~Brocade~~CRM ~~Communications~~Holdings ~~Sys~~Ltd com ~~111621108~~G2554P103 ~~504~~451 ~~52930~~133733 SH SOLE ~~52930~~133733 0 0 ~~Bronco~~Cadence ~~Drilling~~Design COSystems Inc com ~~112211107~~127387108 ~~1922~~1287 ~~116000~~127393 SH SOLE ~~116000~~127393 0 0 ~~CRM~~CalAmp ~~Holdings Ltd com G2554P103 1174 134933 SH SOLE 134933 0 0 Carnival~~ Corp com ~~143658300~~128126109 ~~515~~448 ~~11000~~220716 SH SOLE ~~11000~~220716 0 0 ~~Carreker~~Carrington ~~Corp~~Labs Inc com ~~144433109~~144525102 ~~1048~~3 ~~130723~~10300 SH SOLE ~~130723~~10300 0 0 ~~Cerner~~Cerion ~~Corp~~Tech com ~~156782104~~156916108 ~~219~~4 ~~4028~~10100 SH SOLE ~~4028~~10100 0 0 Chemtura Corp com 163893100 ~~1694~~888 ~~155000~~152100 SH SOLE ~~155000~~152100 0 0 Chevron Corporation com 166764100 ~~2988~~2766 ~~40400~~27900 SH SOLE ~~40400~~27900 0 0 ~~Chiquita~~Cisco ~~Brands~~Sys ~~Intl~~Inc com ~~170032809~~17275R102 ~~737~~226 ~~52600~~9700 SH SOLE ~~52600~~9700 0 0 ~~Cisco~~Clear ~~Sys~~Channel ~~Inc~~Communications com ~~17275R102~~184502102 ~~636~~528 ~~24900~~15000 SH SOLE ~~24900~~15000 0 0 ~~Clear~~Cognex ~~Channel~~Corp ~~Communications~~ com ~~184502102~~192422103 ~~526~~1476 ~~15000~~64017 SH SOLE ~~15000~~64017 0 0 ~~Cognex~~Comcast Corp com ~~192422103~~20030N101 ~~1144~~474 ~~52787~~25000 SH SOLE ~~52787~~25000 0 0 ~~Comfort~~Commscope ~~Sys USA~~ Inc com ~~199908104~~203372107 ~~190~~1358 ~~15900~~25726 SH SOLE ~~15900~~25726 0 0 ~~Concesco~~Cost Plus Inc com ~~208464883~~221485105 ~~277~~227 ~~16000~~90600 SH SOLE ~~16000~~90600 0 0 ~~Cost~~Countrywide ~~Plus~~Financial ~~Inc~~Corp com ~~221485105~~222372104 ~~926~~467 ~~92600~~109775 SH SOLE ~~92600~~109775 0 0 Cypress Semiconductor Corp com 232806109 ~~770~~955 ~~41500~~38600 SH SOLE ~~41500~~38600 0 0 DSP Group Inc com 23332B106 ~~1595~~964 ~~83950~~137726 SH SOLE ~~83950~~137726 0 0 ~~Daktronics~~Dean Foods Co com 242370104 1330 67800 SH SOLE 67800 0 0 Delia's Inc com ~~234264109~~246911101 ~~406~~238 ~~14785~~118430 SH SOLE ~~14785~~118430 0 0 Dell ~~Computer~~Inc ~~Corp~~ com 247025109 ~~1219~~821 ~~52500~~37500 SH SOLE ~~52500~~37500 0 0 Diamond Offshore Drilling Inc com 25271C102 ~~810~~696 ~~10000~~5000 SH SOLE ~~10000~~5000 0 0 E M C Corp Mass com 268648102 ~~1163~~604 ~~84000~~41100 SH SOLE ~~84000~~41100 0 0 Electro Scientific Inds com 285229100 ~~621~~677 ~~32300~~47779 SH SOLE ~~32300~~47779 0 0 Emrise Corp com 29246J101 9689 ~~77500~~136479 SH SOLE ~~77500~~136479 0 0 ~~Endurance~~Exar ~~Specialty~~Corp ~~Holdgs Ltd~~ com ~~G30397106~~300645108 ~~1262~~1173 ~~35300~~155524 SH SOLE ~~35300~~155524 0 0 Family Dlr Stores Inc com 307000109 ~~1525~~1218 ~~51500~~61100 SH SOLE ~~51500~~61100 0 0 ~~Fieldstone~~Flextronics ~~Invt~~Intl ~~Corp~~Ltd com ~~31659U300~~Y2573F102 ~~461~~1059 ~~150000~~112701 SH SOLE ~~150000~~112701 0 0 ~~Finisar~~FormFactor Inc com ~~31787A101~~346375108 53184 ~~15000~~10000 SH SOLE ~~15000~~10000 0 0 ~~Flextronics~~Gevity ~~Intl~~HR ~~Ltd~~Inc com ~~Y2573F102~~374393106 ~~1712~~292 ~~156465~~54367 SH SOLE ~~156465~~54367 0 0 Greenfield Online Inc com 395150105 ~~1140~~574 ~~71679~~38479 SH SOLE ~~71679~~38479 0 0 ~~HMS~~Grubb ~~Hldgs~~& ~~Corp~~Ellis Co com ~~40425J101~~400095204 ~~274~~678 ~~12500~~176000 SH SOLE ~~12500~~176000 0 0 ~~Hewitt~~HMS ~~Assocs~~Hldgs ~~Inc~~Corp com ~~42822Q100~~40425J101 ~~1466~~268 ~~50159~~12500 SH SOLE ~~50159~~12500 0 0 ~~Home~~Hot ~~Solutions~~Topic ~~Amer~~ Inc com ~~437355100~~441339108 ~~354~~817 ~~74537~~151087 SH SOLE ~~74537~~151087 0 0 ~~Hot~~Hutchinson ~~Topic~~Technology Inc com ~~441339108~~448407106 ~~1718~~134 ~~154787~~10000 SH SOLE ~~154787~~10000 0 0 ~~Hutchinson~~Imation ~~Technology~~Corp ~~Inc~~ com ~~448407106~~45245A107 ~~1635~~1336 ~~70000~~58306 SH SOLE ~~70000~~58306 0 0 ~~ICT~~Ingram ~~Group~~Micro ~~Inc~~ com ~~44929Y101~~457153104 ~~613~~1861 ~~35000~~104855 SH SOLE ~~35000~~104855 0 0 Intel Corp com 458140100 ~~2380~~2252 ~~124400~~104850 SH SOLE ~~124400~~104850 0 0 Intervoice Inc com 461142101 ~~1739~~1456 ~~261919~~255445 SH SOLE ~~261919~~255445 0 0 Itron Inc com 465741106 ~~221~~334 3400 SH SOLE 3400 0 0 ~~JDA~~JDS ~~Software~~Uniphase ~~Group~~Corp ~~Inc~~ com ~~46612K108~~46612J507 ~~1498~~1411 ~~99654~~124250 SH SOLE ~~99654~~124250 0 0 ~~JDS~~Jabil ~~Uniphase~~Circuit ~~Corp~~Inc com ~~46612J507~~466313103 ~~1692~~1029 ~~111075~~62700 SH SOLE ~~111075~~62700 0 0 ~~Jabil~~Jamba ~~Circuit~~ Inc com ~~466313103~~47023A101 ~~1938~~37 ~~90500~~20000 SH SOLE ~~90500~~20000 0 0 ~~Jazz~~Kforce ~~Technologies~~ Inc com ~~47214E102~~493732101 ~~761~~195 ~~176900~~22994 SH SOLE ~~176900~~22994 0 0 LeCroy Corp com 52324W109 ~~316~~305 ~~37866~~34166 SH SOLE ~~37866~~34166 0 0 ~~Martek~~Legg ~~Biosciences~~Mason ~~Corp~~Inc com ~~572901106~~524901105 ~~206~~654 ~~10000~~15000 SH SOLE ~~10000~~15000 0 0 LifePoint Hospitals Inc com 53219L109 1500 53000 SH SOLE 53000 0 0 Liz Claiborne Inc com 539320101 304 21500 SH SOLE 21500 0 0 Mc Donalds com 580135101 ~~620~~747 ~~13763~~13284 SH SOLE ~~13763~~13284 0 0 McCormick & Schmicks Seafd R com 579793100 657 68204 SH SOLE 68204 0 0 Mediware Information Sys Inc com 584946107 246 42011 SH SOLE 42011 0 0 Mentor Graphics Corp com 587200106 ~~473~~2132 ~~28970~~134960 SH SOLE ~~28970~~134960 0 0 Mercer Ins Group Inc com 587902107 500 28865 SH SOLE 28865 0 0 Mercury Computer Sys com 589378108 ~~250~~123 ~~17991~~16400 SH SOLE ~~17991~~16400 0 0 Merix Corp com 590049102 ~~1174~~322 ~~142828~~140000 SH SOLE ~~142828~~140000 0 0 Meruelo Maddux Properties Inc com 590473104 ~~1088~~31 ~~124295~~14214 SH SOLE ~~124295~~14214 0 0 Montpelier Re Holdings Ltd com G62185106 ~~775~~648 ~~44700~~43900 SH SOLE ~~44700~~43900 0 0 Motorola Inc com 620076109 ~~855~~642 ~~48400~~87400 SH SOLE ~~48400~~87400 0 0 ~~NCI~~Myers ~~Building~~Inds ~~Sys~~ Inc com ~~628852105~~628464109 ~~940~~564 ~~19700~~69250 SH SOLE ~~19700~~69250 0 0 ~~NMS~~Mylan ~~Communications~~Inc ~~Corp~~ com ~~629248105~~628530107 ~~1017~~1322 ~~571199~~109500 SH SOLE ~~571199~~109500 0 0 ~~Nautilus~~NMS ~~Inc~~Communications Corp com ~~63910B102~~629248105 ~~554~~650 ~~35900~~585450 SH SOLE ~~35900~~585450 0 0 ~~Neoware~~Nautilus ~~Sys~~ Inc com ~~64065P102~~63910B102 ~~165~~515 ~~16423~~101383 SH SOLE ~~16423~~101383 0 0 Newport Corp com 651824104 ~~818~~671 ~~49943~~58923 SH SOLE ~~49943~~58923 0 0 Nokia Corp com 654902204 ~~1742~~1078 ~~76000~~44000 SH SOLE ~~76000~~44000 0 0 Nortel Networks Corp com 656568102 ~~327~~108 ~~13580~~13130 SH SOLE ~~13580~~13130 0 0 Novatel Wireless Inc com 66987M604 111 10000 SH SOLE 10000 0 0 Novell Inc com 670006105 ~~1334~~793 ~~184771~~134702 SH SOLE ~~184771~~134702 0 0 NuNovellus ~~Horizons~~Sys ~~Electrs~~Inc ~~Corp~~com 670008101 390 18400 SH SOLE 18400 0 0 Office Depot Inc com ~~669908105~~676220106 ~~191~~1203 ~~18164~~110000 SH SOLE ~~18164~~110000 0 0 On-Assignment Inc com 682159108 ~~1954~~2023 ~~157429~~252197 SH SOLE ~~157429~~252197 0 0 ~~Owens~~PSS ~~Ill~~World Medical Inc com ~~690768403~~69366A100 ~~1090~~1045 ~~42288~~64121 SH SOLE ~~42288~~64121 0 0 Pacific Sunwear Calif Inc com 694873100 ~~2197~~1037 ~~105486~~121586 SH SOLE ~~105486~~121586 0 0 Pantry Inc com 698657103 ~~1357~~371 ~~30000~~34800 SH SOLE ~~30000~~34800 0 0 PeopleSupport Inc com 712714302 ~~1194~~722 ~~104249~~84904 SH SOLE ~~104249~~84904 0 0 ~~Pervasive~~Pfizer ~~Software~~ Inc com ~~715710109~~717081103 ~~312~~344 ~~76350~~19700 SH SOLE ~~76350~~19700 0 0 ~~Pfizer~~PharmaNet Development Group Inc com ~~717081103~~717148100 ~~523~~312 ~~20700~~19799 SH SOLE ~~20700~~19799 0 0 Photronics Inc com 719405102 ~~1122~~1063 ~~72166~~151036 SH SOLE ~~72166~~151036 0 0 Pilgrims Pride Corp com 721467108 ~~830~~831 ~~25000~~64000 SH SOLE ~~25000~~64000 0 0 Plantronics Inc com 727493108 ~~1417~~670 ~~60000~~30000 SH SOLE ~~60000~~30000 0 0 ~~Pomeroy Computer Res com 731822102 278 30791 SH SOLE 30791 0 0~~ Powerwave Technologies Inc com 739363109 ~~427~~1555 ~~75000~~365800 SH SOLE ~~75000~~365800 0 0 Presstek Inc com 741113104 ~~1154~~133 ~~190670~~26776 SH SOLE ~~190670~~26776 0 0 Pride Intl Inc Del com 74153Q102 ~~334~~525 11100 SH SOLE 11100 0 0 Quiksilver Inc com 74838C106 ~~1392~~1421 ~~120000~~144700 SH SOLE ~~120000~~144700 0 0 RF MicroDevices Inc com 749941100 ~~751~~416 ~~120623~~143281 SH SOLE ~~120623~~143281 0 0 ~~Regeneration~~RTI ~~Tech~~Biologics Inc ~~Del~~ com ~~75886N100~~74975N105 ~~1441~~243 ~~198733~~27800 SH SOLE ~~198733~~27800 0 0 ~~RehabCare~~Rackable ~~Group~~Systems Inc com ~~759148109~~750077109 ~~225~~290 ~~14200~~21635 SH SOLE ~~14200~~21635 0 0 S1Radisys ~~Corporation~~Corp com ~~78463B101~~750459109 ~~677~~703 ~~112795~~77584 SH SOLE ~~112795~~77584 0 0 ~~SAIA~~Ruby Tuesday Inc com ~~81111T102~~781182100 ~~798~~443 ~~33600~~82100 SH SOLE ~~33600~~82100 0 0 ~~SLM~~SAIA ~~Corp~~Inc com ~~78442P106~~81111T102 ~~1096~~356 ~~26800~~32600 SH SOLE ~~26800~~32600 0 0 ~~Sara~~SLM ~~Lee~~ Corp com ~~803111103~~78442P106 ~~824~~968 ~~48700~~50000 SH SOLE ~~48700~~50000 0 0 ~~Schulman~~Sara ALee ~~Inc~~Corp com ~~808194104~~803111103 ~~1126~~1443 ~~47811~~117783 SH SOLE ~~47811~~117783 0 0 Sentry Technology com 81731K101 23 45100 SH SOLE 45100 0 0 ~~Skyworks Solutions Inc com 83088M102 1517 263823 SH SOLE 263823 0 0~~ Smurfit-Stone Container Corp com 832727101 ~~1526~~542 ~~135547~~133114 SH SOLE ~~135547~~133114 0 0 ~~Solectron~~Southwest ~~Corp~~Airls Co com ~~834182107~~844741108 ~~476~~2060 ~~151200~~158000 SH SOLE ~~151200~~158000 0 0 ~~Southwest~~StarTek ~~Airls~~Inc Co com ~~844741108~~85569C107 ~~1973~~366 ~~134200~~38958 SH SOLE ~~134200~~38958 0 0 ~~StarTek~~Starbucks ~~Inc~~Corp com ~~85569C107~~855244109 ~~675~~944 ~~68958~~60000 SH SOLE ~~68958~~60000 0 0 Sun Microsystems Inc com 866810104 ~~923~~611 ~~153600~~56150 SH SOLE ~~153600~~56150 0 0 ~~Swift~~Symmetricom ~~Transn~~Inc Co com ~~870756103~~871543104 ~~1519~~478 ~~48739~~124394 SH SOLE ~~48739~~124394 0 0 ~~Symmetricom~~Synopsys Inc com ~~871543104~~871607107 ~~208~~1109 ~~25000~~46392 SH SOLE ~~25000~~46392 0 0 TII Network Technologies Inc com 872479209 3624 15000 SH SOLE 15000 0 0 ~~Tech~~Theragenics ~~Data~~ Corp com ~~878237106~~883375107 ~~960~~1220 ~~26801~~336200 SH SOLE ~~26801~~336200 0 0 ~~Technitrol~~Thomas ~~Inc~~Weisel ~~com~~Partners ~~878555101~~Group ~~1110~~Inccom ~~42400~~884481102 SH634 ~~SOLE~~115845 ~~42400 0 0 Telular Corp com 87970T208 450 126268~~ SH SOLE ~~126268~~115845 0 0 ~~Theragenics Corp com 883375107 2435 389000 SH SOLE 389000 0 0~~ Time Warner Inc com 887317105 ~~1479~~1089 ~~75000~~73600 SH SOLE ~~75000~~73600 0 0 Transocean Inc com ~~G90078109~~G90073100 ~~817~~533 ~~10000~~3497 SH SOLE ~~10000~~3497 0 0 Tuesday Morning Corp com 899035505 ~~534~~48 ~~36016~~11671 SH SOLE ~~36016~~11671 0 0 ~~United~~UCBH ~~Parcel~~Holdings ~~Service~~ Inc com ~~911312106~~90262T308 ~~1886~~281 ~~26900~~124919 SH SOLE ~~26900~~124919 0 0 ~~Urologix~~United ~~Inc~~Parcel ~~com~~Service ~~917273104 263 86728 SH SOLE 86728 0 0 Vestin Rlty Mtg II~~ Inc com ~~92549X102~~911312106 61676 ~~11518~~11000 SH SOLE ~~11518~~11000 0 0 ~~Vicor~~Urologix ~~Corp~~Inc com ~~925815102~~917273104 ~~669~~221 ~~66816~~124928 SH SOLE ~~66816~~124928 0 0 Vignette Corp com 926734104 ~~1108~~1370 ~~59675~~114154 SH SOLE ~~59675~~114154 0 0 Vishay Intertechnology Inc com 928298108 ~~800~~1192 ~~57200~~134400 SH SOLE ~~57200~~134400 0 0 ~~W-H~~Wabash ~~Energy~~National ~~Svcs~~Corp ~~Inc~~ com ~~92925E108~~929566107 ~~1248~~423 ~~26700~~56000 SH SOLE ~~26700~~56000 0 0 Waste Mgmt Inc com 94106L109 ~~2271~~1335 ~~66000~~35400 SH SOLE ~~66000~~35400 0 0 ~~Wright~~X-Rite ~~Med Group~~ Inc com ~~98235T107~~983857103 ~~555~~51 ~~24890~~19808 SH SOLE ~~24890~~19808 0 0 ~~X-Rite~~YRC Worldwide Inc com ~~983857103~~984249102 ~~257~~825 ~~19808~~55500 SH SOLE ~~19808~~55500 0 0 ~~YRC~~Zoran ~~Worldwide~~Cop ~~Inc~~ com ~~984249102~~98975F101 ~~1106~~256 ~~27500~~21865 SH SOLE ~~27500~~21865 0 0

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