13F-HR 1 lc13f404.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, 2004 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 January 25, 2005 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: 70 Form 13F Information Table Value Total: 174,968 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Allstate Common Stocks 020002101 ~~3562~~3888 ~~78350~~75167 SH SOLE ~~78350~~75167 American Superconductor Common Stocks 030111108 ~~577~~659 ~~44950~~44250 SH SOLE ~~44950~~44250 ~~Anadarko~~AmSurg ~~Petroleum~~Corp. Common Stocks ~~032511107~~03232P405 ~~2229~~3213 ~~42975~~108775 SH SOLE ~~42975~~108775 ~~Analog~~Anadarko ~~Devices~~Petroleum Common Stocks ~~032654105~~032511107 ~~1442~~2087 ~~30031~~32201 SH SOLE ~~30031~~32201 ~~Applied~~Analog ~~Films~~Devices Common Stocks ~~038197109~~032654105 ~~1387~~2463 ~~49520~~66714 SH SOLE ~~49520~~66714 ~~Apria~~Applied ~~Healthcare~~Films ~~Group~~ Common Stocks ~~037933108~~038197109 ~~2344~~1043 ~~78275~~48386 SH SOLE ~~78275~~48386 ~~Arkansas~~Apria ~~Best~~Healthcare ~~Common~~Group ~~Stocks 040790107 2557 95955 SH SOLE 95955 Baxter International Inc.~~ Common Stocks ~~071813109~~037933108 ~~1854~~3006 ~~60015~~91234 SH SOLE ~~60015~~91234 ~~Bear~~Arlington ~~Stearns~~Tanker ~~Companies~~Ltd Common Stocks ~~073902108~~G04899103 ~~2229~~4325 ~~25421~~188450 SH SOLE ~~25421~~188450 ~~Boston~~Brillian ~~Properties~~ Common Stocks ~~101121101~~10949P107 ~~1304~~306 ~~24002~~88750 SH SOLE ~~24002~~88750 ~~Brillian~~Cache Common Stocks ~~10949P107~~127150308 ~~675~~2701 ~~78200~~149900 SH SOLE ~~78200~~149900 Caremark RX Inc Common Stocks 141705103 ~~2301~~3084 ~~69215~~78214 SH SOLE ~~69215~~78214 Casual Male Retail Group Common Stocks 148711104 ~~3316~~2718 ~~320700~~498625 SH SOLE ~~320700~~498625 CEC Entertainment Common Stocks 125137109 ~~2096~~2370 ~~60414~~59305 SH SOLE ~~60414~~59305 Celgene Common Stocks 151020104 ~~2236~~1646 ~~46925~~62050 SH SOLE ~~46925~~62050 Charlotte Russe Hldg Common Stocks 161048103 ~~2361~~2879 ~~129000~~285050 SH SOLE ~~129000~~285050 ~~Chicago Pizza & Brewery Common Stocks 167889104 637 48700 SH SOLE 48700~~ Christopher & Banks Common Stocks 171046105 ~~2112~~3159 ~~100044~~171218 SH SOLE ~~100044~~171218 ~~Cimarex Energy Common Stocks 171798101 2018 69825 SH SOLE 69825~~ Clark Inc. Common Stocks 181457102 ~~1933~~3005 ~~113700~~193650 SH SOLE ~~113700~~193650 ~~Coastal~~Clear ~~Banc~~Channel ~~Conv~~Communications ~~Pfd Conv Preferred 190428201 1239 44905 SH SOLE 44905 Coherent~~ Common Stocks ~~192479103~~184502102 ~~1982~~3977 ~~75390~~118750 SH SOLE ~~75390~~118750 ~~Eaton~~Corinthian ~~Vance~~Colleges ~~Ltd Duration~~ Common Stocks ~~27828H105~~218868107 ~~348~~4214 ~~17900~~223600 SH SOLE ~~17900~~223600 ~~Ensco~~Diodes ~~International~~ Inc. Common Stocks ~~26874Q100~~254543101 ~~2108~~2160 ~~74820~~95450 SH SOLE ~~74820~~95450 ~~Epix~~Ditech ~~Medical~~Communications Common Stocks ~~26881Q101~~25500M103 ~~2625~~3011 ~~126520~~201400 SH SOLE ~~126520~~201400 ~~Equity~~Enterprise ~~Office~~Prd ~~5.25%~~Prtners CVLP ~~Pf Conv Preferred 294741509 564 11055 SH SOLE 11055 Equity Office Properties~~ Common Stocks ~~294741103~~293792107 ~~299~~1328 ~~10353~~51352 SH SOLE ~~10353~~51352 ~~Equity~~Epix ~~Residential~~Pharmaceuticals Common Stocks ~~29476L107~~26881Q101 ~~902~~2680 ~~30230~~149636 SH SOLE ~~30230~~149636 ~~Exxon~~Equity ~~Mobil~~Office Properties Common Stocks ~~30231G102~~294741103 ~~3158~~1396 ~~75933~~47928 SH SOLE ~~75933~~47928 Felcor Lodging Pfd Preferred Stocks 31430F200 ~~672~~1127 ~~28050~~44450 SH SOLE ~~28050~~44450 ~~Fidelity Short Term Bond Fund Mutual Funds 316146208 271 29717 SH SOLE 29717~~ First Data Common Stocks 319963104 ~~2388~~2869 ~~56645~~67454 SH SOLE ~~56645~~67454 ~~First Industrial Realty Trust Common Stocks 32054K103 1516 38378 SH SOLE 38378 Fossil Common Stocks 349882100 1644 74165 SH SOLE 74165~~ Foundry Networks Common Stocks 35063R100 ~~2008~~2321 ~~116975~~176400 SH SOLE ~~116975~~176400 Frontline Ltd Common Stocks G3682E127 ~~4932~~2630 ~~170950~~59291 SH SOLE ~~170950~~59291 ~~GulfTerra Energy Partners Common Stocks 28368B102 676 15850 SH SOLE 15850~~ Hologic Common Stocks 436440101 ~~1736~~1494 ~~85750~~54400 SH SOLE ~~85750~~54400 Int'l Rectifier 4.25% 7-13-07 Conv Bonds 460254AE5 ~~1341~~1320 ~~1333000~~1330000 SH SOLE ~~1333000~~1330000 International Rectifier Common Stocks 460254105 ~~2213~~2905 ~~48130~~65185 SH SOLE ~~48130~~65185 ISIS Pharmaceuticals Common Stocks 464330109 ~~1308~~1738 ~~168600~~294625 SH SOLE ~~168600~~294625 Jones Apparel Common Stocks 480074103 ~~2274~~2877 ~~62900~~78684 SH SOLE ~~62900~~78684 K-Swiss Common Stocks 482686102 3835 131691 SH SOLE 131691 Keithley Instruments Common Stocks 487584104 ~~2275~~1360 ~~109844~~69017 SH SOLE ~~109844~~69017 Ligand Pharmaceuticals Common Stocks 53220K207 ~~2405~~2199 ~~119634~~188893 SH SOLE ~~119634~~188893 ~~Lighthouse~~MCI ~~Opportunity~~Inc ~~Fund~~Common ~~Mutual~~Stocks ~~Funds~~552691107 ~~742935794~~5522 ~~485~~273900 ~~30184~~ SH SOLE ~~30184~~273900 ~~Merix~~Mediacom ~~Corp~~5.25% ~~Common~~7/1/06 ~~Stocks~~Conv ~~590049102~~Bonds ~~1060~~58446KAA3 ~~57475~~1960 1990000 SH SOLE ~~57475~~1990000 Mobility Electronics Common Stocks 60741U101 ~~2838~~3789 ~~311950~~441600 SH SOLE ~~311950~~441600 Multi-Fineline Electronix Common Stocks 62541B101 1862 102100 SH SOLE 102100 National Oilwell Common Stocks 637071101 ~~2107~~2541 ~~74520~~71995 SH SOLE ~~74520~~71995 Navigant International Common Stocks 63935R108 ~~1804~~1545 ~~100135~~126935 SH SOLE ~~100135~~126935 ~~New~~NBTY, ~~Plan 7~~Inc.~~625%~~ ~~Pfd~~Common ~~Preferred~~ Stocks ~~648053809~~628782104 ~~1318~~3213 ~~48303~~133800 SH SOLE ~~48303~~133800 Newport Corp Common Stocks 651824104 ~~2693~~2686 ~~161035~~190519 SH SOLE ~~161035~~190519 NPS Pharmaceuticals Common Stocks 62936P103 ~~2320~~2407 ~~81350~~131684 SH SOLE ~~81350~~131684 Omnivision Technologies Common Stocks 682128103 2003 109150 SH SOLE 109150 Pacer International Common Stocks 69373H106 4344 204316 SH SOLE 204316 Plains All Amern Pipeline LP Common Stocks 726503105 ~~4541~~4752 ~~130091~~125911 SH SOLE ~~130091~~125911 Pogo Producing Common Stocks 730448107 ~~2796~~3104 ~~60955~~64021 SH SOLE ~~60955~~64021 Public Storage pfd Q Preferred Stocks 74460D711 ~~434~~415 ~~15930~~15855 SH SOLE ~~15930~~15855 ~~Quiksilver Common Stocks 74838C106 2404 110035 SH SOLE 110035~~ R H Donnelley Common Stocks 74955W307 ~~2723~~3679 ~~58300~~62300 SH SOLE ~~58300~~62300 Republic Services Inc Common Stocks 760759100 ~~1941~~2304 ~~71701~~68685 SH SOLE ~~71701~~68685 ~~Royal~~Salix ~~Dutch~~Pharmaceuticals Common Stocks ~~780257804~~795435106 ~~1234~~3669 ~~25945~~208600 SH SOLE ~~25945~~208600 ~~Sabre Holdings Corp Common Stocks 785905100 2517 101453 SH SOLE 101453~~ Salomon Bros Worldwide 2008 Common Stocks 79548R103 ~~2435~~2527 ~~215656~~224056 SH SOLE ~~215656~~224056 SBC Communications Inc Common Stocks 845333103 ~~327~~343 13321 SH SOLE 13321 Southwest Airlines Common Stocks 844741108 ~~2256~~2777 ~~158749~~170549 SH SOLE ~~158749~~170549 SpectraLink Common Stocks 847580107 ~~1052~~1971 ~~61680~~138980 SH SOLE ~~61680~~138980 ~~SunGard~~St. ~~Data~~Paul ~~Systems~~Travelers Common Stocks ~~867363103~~792860108 ~~2202~~3300 ~~80370~~89026 SH SOLE ~~80370~~89026 ~~Sycamore~~SunGard ~~Networks~~Data ~~Common~~Systems ~~Stocks 871206108 1468 359825 SH SOLE 359825 Synopsys~~ Common Stocks ~~871607107~~867363103 ~~1197~~2922 ~~41680~~103154 SH SOLE ~~41680~~103154 Sypris Solutions Common Stocks 871655106 ~~3574~~3635 ~~210252~~237418 SH SOLE ~~210252~~237418 TEPPCO Partners LP Common Stocks 872384102 ~~689~~676 ~~16425~~17150 SH SOLE ~~16425~~17150 ~~Travelers Ppty Casualty CL B Common Stocks 89420G406 3222 186565 SH SOLE 186565~~ Triad Hospitals Common Stocks 89579K109 ~~2557~~2665 ~~82975~~71625 SH SOLE ~~82975~~71625 Trikon Technologies Common Stocks 896187408 ~~1322~~655 ~~412975~~284675 SH SOLE ~~412975~~284675 Ultra Petroleum Common Stocks 903914109 ~~3967~~1924 ~~132186~~39970 SH SOLE ~~132186~~39970 Universal Display Common Stocks 91347P105 ~~617~~765 ~~48076~~85026 SH SOLE ~~48076~~85026 Univision Communications Common Stocks 914906102 ~~1138~~2512 ~~34475~~85816 SH SOLE ~~34475~~85816 Utilities Select SPDR Common Stocks 81369Y886 ~~5705~~4061 ~~234581~~145815 SH SOLE ~~234581~~145815 Viacom Inc B Common Stocks 925524308 ~~2896~~3246 ~~73850~~89195 SH SOLE ~~73850~~89195 Vornado Realty Pfd C Preferred Stocks 929042406 ~~826~~623 ~~32640~~24840 SH SOLE ~~32640~~24840 ~~Westport~~West ~~Res~~Marine ~~Conv~~Common ~~Pfd~~Stocks ~~Conv~~954235107 ~~Preferred~~2578 ~~961418209~~104150 ~~2888 113700~~ SH SOLE ~~113700~~104150

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