13F-HR 1 lc13f402.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for Calendar Year or Quarter Ended: December 31, 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: 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: Chief Financial Officer Phone: 713-688-6881 Signature, Place, and Date of Signing: /s/ Christine Cobb Houston, Texas February 4, 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: 75 Form 13F Information Table Value Total: 103,389 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 ~~1053~~1666 ~~101210~~102735 SH SOLE ~~101210~~102735 Altera Common Stocks 021441100 ~~458~~765 ~~52876~~62076 SH SOLE ~~52876~~62076 American Superconductor Common Stocks 030111108 202 67125 SH SOLE 67125 Analog Devices Common Stocks 032654105 ~~578~~742 ~~29347~~31097 SH SOLE ~~29347~~31097 Applied Films Common Stocks 038197109 ~~1939~~2216 ~~177200~~110850 SH SOLE ~~177200~~110850 Arkansas Best Common Stocks 040790107 ~~1919~~1749 ~~66880~~67330 SH SOLE ~~66880~~67330 Baxter International Inc. Common Stocks 071813109 1359 48550 SH SOLE 48550 Bear Stearns Companies Common Stocks 073902108 ~~2829~~3049 ~~50160~~51336 SH SOLE ~~50160~~51336 Boston Properties Common Stocks 101121101 ~~1029~~1133 ~~27650~~30750 SH SOLE ~~27650~~30750 Boyd Gaming Corp Common Stocks 103304101 ~~2826~~2376 ~~151375~~169075 SH SOLE ~~151375~~169075 Brooks-PRI Automation Common Stocks 11442E102 ~~917~~1071 ~~80325~~93450 SH SOLE ~~80325~~93450 Caremark RX Inc Common Stocks 141705103 ~~1962~~1965 ~~115400~~120925 SH SOLE ~~115400~~120925 CEC Entertainment Common Stocks 125137109 ~~1222~~1807 ~~35833~~58850 SH SOLE ~~35833~~58850 Celgene Common Stocks 151020104 ~~1201~~1523 ~~71325~~70950 SH SOLE ~~71325~~70950 Cendant Common Stocks 151313103 ~~1707~~865 ~~158635~~82510 SH SOLE ~~158635~~82510 Cendant Cv Pf 7.75% '04 Conv Preferred 151313889 ~~995~~935 ~~29450~~29000 SH SOLE ~~29450~~29000 Chicago Pizza & Brewery Common Stocks 167889104 ~~1648~~367 ~~239150~~53150 SH SOLE ~~239150~~53150 Christopher & Banks Common Stocks 171046105 ~~1419~~1393 ~~56484~~67134 SH SOLE ~~56484~~67134 CMS Energy Common Stocks 125896100 ~~1084~~1257 ~~134516~~133162 SH SOLE ~~134516~~133162 Coastal Banc Conv Pfd Conv Preferred 190428201 ~~987~~1151 ~~38800~~45125 SH SOLE ~~38800~~45125 Coherent Common Stocks 192479103 ~~1448~~1712 ~~79355~~85805 SH SOLE ~~79355~~85805 CSX Corp. Common Stocks 126408103 ~~1398~~1470 ~~52976~~51926 SH SOLE ~~52976~~51926 ~~DHB Industries Common Stocks 23321E103 507 239275 SH SOLE 239275~~ DNP Select Income Fund Inc Common Stocks 264324104 ~~655~~871 ~~65745~~87945 SH SOLE ~~65745~~87945 Duke Energy 8.25% Common Stocks 264399585 ~~288~~290 ~~17630~~18230 SH SOLE ~~17630~~18230 Equity Residential Common Stocks 29476L107 ~~836~~914 ~~34905~~37205 SH SOLE ~~34905~~37205 First Industrial Realty Trust Common Stocks 32054K103 ~~1013~~1028 ~~32685~~36710 SH SOLE ~~32685~~36710 Fossil Common Stocks 349882100 ~~2180~~2403 ~~108729~~118129 SH SOLE ~~108729~~118129 Foundry Networks Common Stocks 35063R100 ~~887~~1076 ~~161925~~152875 SH SOLE ~~161925~~152875 Gabelli Eq Trust 7.25% Pref Preferred Stocks 362397309 ~~372~~422 ~~14435~~16485 SH SOLE ~~14435~~16485 ~~Gadzooks Common Stocks 362553109 716 126725 SH SOLE 126725~~ Globespan Virata Common Stocks 37957V106 ~~760~~1396 ~~322000~~316600 SH SOLE ~~322000~~316600 ~~Guess~~HL&P ~~Inc~~Cap ~~Common~~Tr. 8.125% Preferred Stocks ~~401617105~~404202202 ~~799~~325 ~~186141~~18475 SH SOLE ~~186141~~18475 Humana Common Stocks 444859102 ~~1966~~1759 ~~158520~~175895 SH SOLE ~~158520~~175895 Int'l Rectifier 4.25% 7-13-07 Conv Bonds 460254AE5 ~~1087~~1186 1389000 SH SOLE 1389000 International Rectifier Common Stocks 460254105 ~~2106~~2671 ~~134820~~144665 SH SOLE ~~134820~~144665 ISIS Pharmaceuticals Common Stocks 464330109 ~~1621~~1127 ~~164385~~171055 SH SOLE ~~164385~~171055 ~~Jack in the Box Common Stocks 466367109 240 10530 SH SOLE 10530~~ JNI Corp Common Stocks 46622G105 ~~600~~701 ~~256425~~253075 SH SOLE ~~256425~~253075 Jones Apparel Common Stocks 480074103 ~~1288~~1547 ~~41970~~43645 SH SOLE ~~41970~~43645 Keithley Instruments Common Stocks 487584104 ~~1262~~1301 ~~103907~~104078 SH SOLE ~~103907~~104078 Kemet Corp Common Stocks 488360108 ~~847~~932 ~~99043~~106693 SH SOLE ~~99043~~106693 Lehman Brothers Holdings Common Stocks 524908100 ~~2277~~1271 ~~46426~~23851 SH SOLE ~~46426~~23851 Ligand Pharmaceuticals Common Stocks 53220K207 ~~1955~~1626 ~~287480~~302830 SH SOLE ~~287480~~302830 Lighthouse Opportunity Fund Mutual Funds 742935794 ~~275~~291 ~~27344~~27757 SH SOLE ~~27344~~27757 Lincare Holdings Common Stocks 532791100 ~~2139~~2078 ~~68905~~65730 SH SOLE ~~68905~~65730 Merix Corp Common Stocks 590049102 ~~774~~884 ~~95000~~105240 SH SOLE ~~95000~~105240 MIM Corporation Common Stocks 553044108 ~~1617~~981 ~~171065~~169165 SH SOLE ~~171065~~169165 Mitcham Industries Common Stocks 606501104 ~~412~~332 ~~284275~~276925 SH SOLE ~~284275~~276925 Multimedia Games Common Stocks 625453105 ~~1809~~1619 ~~91875~~58950 SH SOLE ~~91875~~58950 National Oilwell Common Stocks 637071101 ~~1087~~1215 ~~56100~~55650 SH SOLE ~~56100~~55650 ~~Nautilus Group Common Stocks 63910B102 513 26300 SH SOLE 26300~~ Navigant International Common Stocks 63935R108 ~~1592~~1944 ~~151600~~157650 SH SOLE ~~151600~~157650 ~~Net IQ Common Stocks 64115P102 843 58125 SH SOLE 58125~~ Pacific Sunwear Common Stocks 694873100 ~~1876~~1114 ~~92150~~62957 SH SOLE ~~92150~~62957 Plains All Amern Pipeline LP Common Stocks 726503105 ~~4623~~3456 ~~190236~~141636 SH SOLE ~~190236~~141636 Pogo Producing Common Stocks 730448107 ~~1691~~1835 ~~49637~~49260 SH SOLE ~~49637~~49260 PracticeWorks Common Stocks 739419109 ~~1724~~1782 ~~99650~~225400 SH SOLE ~~99650~~225400 Public Storage pfd Q Preferred Stocks 74460D711 ~~332~~345 ~~12630~~13130 SH SOLE ~~12630~~13130 Quiksilver Common Stocks 74838C106 ~~2180~~2623 ~~96525~~98400 SH SOLE ~~96525~~98400 ~~Reliant~~Republic ~~Energy~~Services ~~Pfd~~Inc ACommon ~~Preferred~~ Stocks ~~404202202~~760759100 ~~298~~1293 ~~15075~~61625 SH SOLE ~~15075~~61625 ~~Shaw~~Sabre ~~Group~~Holdings Corp Common Stocks ~~820280105~~785905100 ~~1754~~1548 ~~123540~~85500 SH SOLE ~~123540~~85500 ~~Shuffle~~Shaw ~~Master~~Group Common Stocks ~~825549108~~820280105 ~~2025~~2116 ~~108805~~128615 SH SOLE ~~108805~~128615 ~~Southwest~~Shuffle ~~Airlines~~Master Common Stocks ~~844741108~~825549108 ~~1276~~876 ~~97675~~45855 SH SOLE ~~97675~~45855 ~~St.~~Southwest ~~Mary~~Airlines ~~Land & Exploration Co~~ Common Stocks ~~792228108~~844741108 ~~664~~1463 ~~27790~~105218 SH SOLE ~~27790~~105218 Stelmar Shipping Common Stocks V8726M103 ~~616~~634 ~~42425~~42125 SH SOLE ~~42425~~42125 ~~SWS~~SunGard ~~Group~~Data Systems Common Stocks ~~78503N107~~867363103 ~~1493~~1355 ~~121842~~57500 SH SOLE ~~121842~~57500 Sycamore Networks Common Stocks 871206108 ~~773~~962 ~~328825~~332925 SH SOLE ~~328825~~332925 Synopsys Common Stocks 871607107 ~~1616~~2067 ~~42360~~44785 SH SOLE ~~42360~~44785 Sypris Solutions Common Stocks 871655106 ~~1143~~1190 ~~105350~~116525 SH SOLE ~~105350~~116525 Tenet Healthcare Corporation Common Stocks 88033G100 ~~2335~~2258 ~~47163~~137672 SH SOLE ~~47163~~137672 Trikon Technologies Common Stocks ~~896187101~~896187408 ~~1944~~2140 ~~342167~~427967 SH SOLE ~~342167~~427967 Ultra Petroleum Common Stocks 903914109 ~~2045~~2400 ~~244900~~242450 SH SOLE ~~244900~~242450 Universal Display Common Stocks 91347P105 ~~772~~994 ~~128425~~125925 SH SOLE ~~128425~~125925 Univision Communications Common Stocks 914906102 ~~1468~~817 ~~64400~~33350 SH SOLE ~~64400~~33350 UNUM Provident Common Stocks 91529Y106 ~~1536~~1313 ~~75479~~74831 SH SOLE ~~75479~~74831 Utilities HOLDRs Trust Common Stocks 918019100 ~~1215.321~~1187 ~~19300~~18500 SH SOLE ~~19300~~18500 Valero 7.75% '03 PEPS Conv Preferred 91821D107 ~~1262.738~~1703 ~~55750~~58525 SH SOLE ~~55750~~58525 Vornado Realty Pfd C Preferred Stocks 929042406 ~~687.2814~~776 ~~26910~~30560 SH SOLE ~~26910~~30560 Westport Res Conv Pfd Conv Preferred 961418209 ~~2078~~2178 ~~103900~~103200 SH SOLE ~~103900~~103200

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