13F-HR 1 miller13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2007 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: Miller & Jacobs Capital, LLC Address: 5013 Chandler's Wharf Suite 2, Lot 13 Gallows Bay Marketplace Christiansted, Virgin Islands 00820 Form 13F File Number: 28-10738 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. Persons Signing this Report on Behalf of Reporting Manager: Name: Jeffrey A. Miller and Eric D. Jacobs Title: Managing Owners Phone: 340-773-1300 Signature, Place, and Date of Signing: /s/ Jeffrey A. Miller Christiansted, Virgin Islands 08/14/07 --------------------- ----------------------------- ---------- /s/ Eric D. Jacobs Christiansted, Virgin Islands 08/14/07 --------------------- ----------------------------- ---------- 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 is reported in this report and a portion is reported by other reporting manager(s).)

~~ITEM~~TITLE 1OF ~~ITEM~~VALUE 2SHARES/ ~~ITEM~~SH/ 3PUT/ ~~ITEM~~INVSTMNT 4OTHER ~~ITEM~~VOTING 5AUTHORITY ~~ITEM~~NAME 6OF ~~ITEM~~ISSUER 7CLASS ~~ITEM~~CUSIP 8(x$1000) ~~TITLE~~PRN ~~SHARES~~AMT ORPRN ~~INVEST.~~CALL ~~DESC.~~DISCRTN ~~OTHER~~MANAGERS ~~VOTING~~SOLE ~~AUTHORITY~~SHARED OFNONE ~~CUSIP~~------------------------------------------------------------------ ~~VALUE~~----------------------------------------------------------------- ~~PRINCIPLE~~ALLIANCEBERNSTEIN HLDGS LP COMMON 01881G106 1,504,044 17,270 SH/ ~~PUT~~SOLE N/A ~~SHARED~~1,504,044 ~~MANAGERS~~AMCOMP ~~NAME~~INC OFNEW ~~ISSUER~~COMMON ~~CLASS~~02342J101 ~~NUMBER~~476,308 (x48,802 ~~1000)~~SH ~~AMOUNT~~SOLE ~~PRN~~N/A ~~CALL~~476,308 ~~SOLE~~AMERICAN ~~SHARED~~CMNTY ~~OTHER~~BANKSHARES ~~SOLE~~COMMON ~~SHARED~~02520W106 ~~OTHER~~739,211 ~~(A)~~64,900 ~~(B)~~SH ~~(C)~~SOLE (N/A) ~~(B)~~739,211 ~~(C)~~AMERICAN ~~ACE~~EQUITY ~~LTD~~INVESTMENT ~~ORD~~COMMON ~~G0070K103~~025676206 41,~~127~~373,508 ~~100~~113,~~000~~701 SH SOLE ~~100~~N/A 1,~~000~~373,508 ~~AAMES~~AMERICASBANK ~~INVESTMENT~~CORPORATION ~~CORPORATI~~COMMON ~~COM~~03061G302 ~~00253G108~~962,919 7153,~~129~~209 ~~869~~SH SOLE N/A 962,~~400~~919 AMERISAFE INC-CL A COMMON 03071H100 687,266 35,011 SH SOLE ~~869~~N/A 687,~~400~~266 ~~CALL~~ARGONAUT ~~AMER~~GROUP ~~INTL~~INC GPCOMMON ~~MAY~~040157109 1,872,600 60,000 ~~COM~~SH ~~026874107~~SOLE ~~100~~N/A ~~100~~1,872,600 BANK OF AMERICA CORP COMMON 060505104 1,222,250 25,000 ~~CALL~~SH SOLE ~~100~~N/A 1,~~000~~222,250 ~~AMERICAN~~BEAR ~~INTERNATIONAL~~STEARNS ~~GRO~~COMPANIES ~~COM~~INC ~~026874107~~COMMON ~~831~~073902108 151,400,000 10,000 SH SOLE 15N/A 1,400,000 ~~AMERICASBANK~~BLACKROCK ~~CORP~~INC MDCL ~~COM~~A ~~03061G104~~COMMON ~~321~~09247X101 ~~178~~1,~~173~~068,257 6,822 SH SOLE ~~178~~N/A 1,~~173~~068,257 ~~AMERITRADE~~CB ~~HOLDING~~RICHARD ~~CORP~~ELLIS ~~COM~~GROUP ~~03074K100~~INC 2COMMON 12497T101 730,~~043~~000 ~~200~~20,~~100~~000 SH SOLE ~~200~~N/A 730,~~100~~000 CENTENNIAL BANK OFHOLDINGS ~~AMER~~I COMMON 151345303 587,217 69,329 SH SOLE N/A 587,217 CHARLES SCHWAB CORP ~~COM~~NEW ~~060505104~~COMMON 2808513105 820,~~867~~800 6540,000 SH SOLE 65N/A 820,~~000~~800 ~~BANKUNITED~~CITIZENS ~~FINANCIAL~~BANKING CORP- CLCOMMON 174420109 76,567 4,184 SH SOLE N/A ~~06652B103~~76,567 ~~933~~CITY 34NATIONAL CORP COMMON 178566105 3,~~745~~714,714 48,820 SH SOLE 34N/A 3,~~745~~714,714 ~~BIMINI~~CMR ~~MTG~~HOLDINDS ~~MGMT~~LTD ~~INC~~COMMON CLG2554P103 A322,187 ~~09031E400~~42,116 18SH SOLE N/A 322,~~887~~187 COBIZ INC COMMON 190897108 1,~~363~~483,~~700~~213 81,855 SH SOLE N/A 1,~~363~~483,~~700~~213 ~~BANK~~COMMONWEALTH OFBANKSHARES, ~~MCKENNEY-VA~~I ~~CAP~~COMMON ~~STK~~202736104 ~~063554109~~1,892,195 ~~437 42~~88,~~350~~050 SH SOLE 42N/A 1,~~350~~892,195 COMMUNITY SHORES BANK ~~RICHMOND~~CORP NCOMMON 204046106 114,626 10,117 SH SOLE N/A ~~RICHMOND~~114,626 ~~COM~~COMPASS ~~064579105~~DIVERSIFIED ~~837~~TRUST 62COMMON 20451Q104 1,~~900~~783,000 100,000 SH SOLE 62N/A 1,~~900~~783,000 CONNECTICUT BANK OF& ~~VIRGINA~~TRUST ~~CHESTERFIE~~C ~~COM~~COMMON ~~06544P104~~207546102 ~~319~~1,081,155 21132,~~250~~657 SH SOLE 21N/A 1,~~250~~081,155 ~~CITIGROUP~~CORUS BANKSHARES INC ~~COM~~COMMON ~~172967101~~220873103 ~~899~~345,200 20,000 SH SOLE 20N/A 345,~~000~~200 ~~CAROLINA~~COUNTRYWIDE TRFINA BKOCT ~~LINCOLNTON~~3 ~~COM~~COMMON ~~144200102~~222372104 ~~476~~255,500 3770,~~789~~000 SHPUT SOLE 37N/A 255,~~789~~500 ~~CARDINAL~~EAGLE ~~BANKSHARES~~BANCORP ~~CORP~~INC ~~COM~~MD ~~141478107~~COMMON ~~307~~268948106 14570,~~500~~270 34,520 SH SOLE 14N/A 570,~~500~~270 ~~CENTRAL~~ESPEED ~~FLA~~INC STCL BKA ~~BELLEVIE~~296643109 ~~COM~~432,000 ~~153479100 643 39~~50,~~900~~000 SH SOLE 39N/A 432,~~900~~000 ~~CAROLINA~~FIFTH BKTHIRD ~~HLDGS~~BANC ~~INC~~AUG ~~COM~~4 ~~143785103~~COMMON 1316773100 262,~~712~~500 ~~108~~50,~~859~~000 SHPUT SOLE ~~108~~N/A 262,~~859~~500 ~~CAPITAL~~FIRST ~~ONE~~MERCURY ~~FINANCIAL~~FINL CORP ~~COM~~COMMON ~~14040H105~~320841109 3283,~~058~~095 4013,~~900~~500 SH SOLE 40N/A 283,~~900~~095 ~~CAPITOL~~FIRST MIDWEST BANCORP ~~LTD~~INC- ~~COM~~COMMON ~~9067321A~~320867104 1,~~513~~775,500 50,000 SH SOLE 50N/A 1,~~000~~775,500 ~~COMMONWEALTH~~FIRSTFED ~~BANKSHARES,~~FINANCIAL ICORP ~~COM~~DE ~~9142511~~COMMON 1337907109 283,~~669~~650 885,~~050~~000 SH SOLE 88N/A 283,~~050~~650 ~~CRESCENT~~FORTRESS ~~BANK~~INVT ~~CO-GA~~GROUP ~~COM~~LLC ~~225646108~~CL 1COMMON 34958B106 476,~~585~~400 6220,~~634~~000 SH SOLE 62N/A 476,~~634~~400 ~~CITY~~FREEDOM ~~BANK-LYNNWOOD~~ACQUISITION ~~WASH~~HLDGS ~~COM~~COMMON ~~17770A109~~35645F103 1220,~~167~~200 3620,~~100~~000 SH SOLE 36N/A 220,~~100~~200 ~~COWLITZ~~GOLDMAN ~~BANCORPORATION~~SACHS ~~COM~~GR ~~223767104~~NOV ~~380~~COMMON 3338141G104 95,000 SH100,000 CALL SOLE 33N/A 95,000 ~~CITIZENS~~GS &FINANCIAL ~~NORTHERN~~ CORP ~~COM~~COMMON ~~172922106~~362274102 ~~589~~1,001,499 2048,~~643~~265 SH SOLE 20N/A 1,~~643~~001,499 ~~DIME~~HANOVER ~~COMMUNITY~~INSURANCE ~~BANCSHARES~~GROUP ~~COM~~IN ~~253922108~~COMMON ~~304~~410867105 20731,850 15,000 SH SOLE 20N/A 731,~~000~~850 ~~DEARBORN~~HILB ~~BANCORP~~ROGAL ~~INC~~& -HAMILTON ~~MIC~~CO ~~COM~~COMMON ~~24242R108~~431294107 1642,~~535~~900 5715,~~926~~000 SH SOLE 57N/A 642,~~926~~900 ~~ENTERPRISE~~INTERACTIVE ~~BANK~~BROKERS ~~KENILWORTH~~GROUP ~~COM~~COMMON ~~29367T102~~45841N107 ~~436~~1,763,450 5265,000 SH SOLE 52N/A 1,~~000~~763,450 ~~ECC~~INTERCONTINENTALEXCHANGE ~~CAPITAL~~I ~~CORP~~COMMON ~~COM~~45865V100 ~~26826M108~~ 1,~~800~~108,875 ~~300~~7,~~000~~500 SH SOLE ~~300~~N/A 1,~~000~~108,875 ~~ENTERPRISE~~INTERNET ~~FINANCIAL~~CAPITAL ~~SVCS~~GRP ~~COM~~INC ~~293712105~~COMMON ~~790~~46059C205 ~~41,567~~37 3 SH SOLE ~~41,567~~N/A ~~EAGLE~~37 ~~BANCORP~~INVESTOOLS INC MDCOMMON ~~COM~~46145P103 ~~268948106 2~~597,~~234~~600 ~~114~~60,~~197~~000 SH SOLE ~~114~~N/A 597,~~197~~600 ~~EPIC~~IPC ~~BANCORP~~HOLDINGS ~~COM~~LTD ~~294250105~~COMMON 2G4933P101 1,~~409~~173,677 ~~165~~36,~~577~~348 SH SOLE ~~165~~N/A 1,~~577~~173,677 ~~EUROBANCSHARES~~JEFFERIES GROUP INC ~~COM~~COMMON ~~298716101~~472319102 ~~834~~1,483,900 4955,~~349~~000 SH SOLE 49N/A 1,~~349~~483,900 ~~FRANKLIN~~KNIGHT ~~BANK~~CAPTIAL ~~CORP~~GROUP ~~COM~~INC ~~F006067A~~CL 1A 499005106 664,~~725~~000 ~~100~~40,000 SH SOLE ~~100~~N/A 664,000 ~~FIELDSTONE~~LAZARD ~~INVST~~LTD ~~CORP~~SHS ~~COM~~A ~~31659U300~~G54050102 26,~~850~~355,489 ~~196~~141,~~300~~139 SH SOLE ~~196~~N/A 6,~~300~~355,489 ~~FIFTH~~MB ~~THIRD~~FINL ~~BANCORP~~INC ~~COM~~COMMON ~~316773100~~55264U108 42,~~608~~313,684 ~~107~~66,~~222~~600 SH SOLE ~~107~~N/A 2,~~222~~313,684 ~~1ST~~MERITAGE ~~PACIFIC~~CORP ~~BANK~~COMMON OF59001A102 ~~CLIFOR~~349,756 ~~COM 33589U103 640 30~~13,~~100~~075 SH SOLE 30N/A 349,~~100~~756 ~~FIRST~~METLIFE ~~REGIONAL~~INC ~~BANCORF-CAL~~COMMON ~~COM~~59156R108 ~~33615C101 2~~1,~~300~~612,000 3625,~~509~~000 SH SOLE 36N/A 1,~~509~~612,000 ~~GOLD~~NASDAQ ~~BANC~~STOCK ~~CORP~~MARKET INC ~~COM~~COMMON ~~379907108~~631103108 7594,~~696~~200 ~~548~~20,~~509~~000 SH SOLE ~~548~~N/A 594,~~509~~200 ~~HAMPTONS~~NEW ~~STATE~~YORK ~~BANK~~MORTAGAGE ~~NEW~~TRUST YOI ~~COM~~COMMON ~~409584109~~649604105 ~~524~~719,795 69376,~~900~~856 SH SOLE 69N/A 719,~~900~~795 ~~HSBC~~NEWALLIANCE ~~HOLDINGS~~BANCSHARES ~~PLC~~INC ~~COM~~COMMON ~~404280406~~650203102 3736,~~970~~000 50,000 SH SOLE 50N/A 736,000 ~~HEARTLAND~~NORTHSTAR ~~BANCSHARES~~REALT ~~INC~~FINANCE (CO ~~COM~~COMMON ~~42234A107~~66704R100 ~~794~~250,200 6120,~~183~~000 SH SOLE 61N/A 250,~~183~~200 JNYMEX PHOLDINGS ~~MORGAN~~INC ~~CHASE~~COMMON &62948N104 ~~CO COM 46625H100~~ 2,~~249~~826,675 6522,~~000~~500 SH SOLE 65N/A 2,~~000~~826,675 ~~MAF~~OLD ~~BANCORP~~LINE BANCSHARES INC ~~COM~~COMMON ~~55261R108~~67984M100 13,~~187~~716,798 28381,~~583~~210 SH SOLE 28N/A 3,~~583~~716,798 ~~NATIONAL~~PIPER ~~MERCANTILE~~JAFFRAY ~~BANCOR~~COS ~~COM~~COMMON ~~636912206~~724078100 12,~~377~~214,041 ~~103~~39,~~164~~728 SH SOLE ~~103~~N/A 2,~~164~~214,041 ~~MILLENNIUM~~PRIMUS ~~BANKSHARES~~GUARANTY ~~CORP~~LTD ~~COM~~SHS ~~60037B106~~G72457107 41,~~645~~013,801 ~~546~~94,~~490~~571 SH SOLE ~~546~~N/A 1,~~490~~013,801 ~~MECHANICS~~PROSHARES ~~BANK~~TRUST OFULTRASHORT ~~RICHMOND~~COMMON ~~COM~~74347R883 ~~583614102~~ 1,~~413~~581,600 7430,000 SH SOLE 74N/A ~~MFA~~1,581,600 ~~MORTGAGE~~PROSHARES ~~INVESTMENTS~~TRUST IULTRASHORT ~~COM~~COMMON ~~55272X102~~74347R628 ~~193~~2,271,800 2530,~~300~~700 SH SOLE 25N/A 2,~~300~~271,800 ~~METROPACIFIC~~PROVIDENT ~~BANK~~NEW ~~CALIFORN~~YORK ~~COM~~BANCORP ~~59169M104~~COMMON ~~416~~744028101 371,~~000~~523,604 112,776 SH SOLE 37N/A 1,~~000~~523,604 ~~MGIC~~RAYMOND ~~INVESTMENT~~JAMES ~~CORP-WIS~~FINANCIAL ~~COM~~IN ~~552848103~~COMMON 754730109 2,~~812~~859,857 4592,~~600~~552 SH SOLE 45N/A 2,~~600~~859,857 ~~NEW~~REGIONS ~~CENTURY~~FINANCIA ~~FINANCIAL~~AUG ~~COM~~3 ~~6435EV108~~COMMON 67591EP100 72,~~368~~293 ~~136~~35,~~000~~700 SHPUT SOLE ~~136~~N/A 72,~~000~~293 ~~NORTH~~RYLAND ~~FORK~~GROUP ~~BANCORPORATION~~INC ~~COM~~COMMON ~~659424105~~783764103 2535,~~081~~961 7514,~~000~~342 SH SOLE 75N/A 535,~~000~~961 ~~OLD~~SELECT ~~HARBOR~~SECTOR ~~BANK~~SPDR ~~COM~~TR ~~679785105~~SBI ~~879~~INT-FINL 5781369Y605 112,~~800~~500 SH100,000 PUT SOLE 57N/A 112,~~800~~500 ~~OHIO~~SOUTH ~~SAVINGS~~STREET ~~FNCL~~FINANCIAL ~~CORP~~COR ~~COM~~COMMON ~~677502106~~840468102 157,~~351~~038 ~~189~~7,020 SH SOLE ~~189~~N/A ~~OLD~~57,038 ~~LINE~~SOUTHERN ~~BANCSHARES~~CONNECTIUCT ~~INC~~BANCO ~~COM~~COMMON ~~67984M100~~84264A102 1849,~~014~~567 ~~100~~116,~~260~~379 SH SOLE ~~100~~N/A 849,~~260~~567 ~~PANAMERICAN~~SOVEREIGN BANCORP ~~COM~~INC ~~NEW~~COMMON ~~697938207~~845905108 1,057,000 ~~250~~50,000 SH SOLE ~~250~~N/A 1,057,000 ~~PASCACK~~SPDR ~~CMNTY~~TRUST BKSERIE ~~WESTWOOD~~SEP ~~COM~~1 ~~702397100~~UNIT ~~366~~SER ~~34,000~~1 SH78462F103 ~~SOLE 34~~190,000 ~~PIPER JAFFRAY COS COM 724078100 732 20~~50,000 SHPUT SOLE 20N/A 190,000 ~~PINNACLE~~STANDARD ~~BANCSHARES~~PACIFIC ~~INC-DE~~CORP ~~COM~~NEW ~~722903101~~COMMON ~~442~~85375C101 30348,~~200~~479 19,879 SH SOLE 30N/A 348,~~200~~479 ~~PANAMERICAN~~STREETTRACKS ~~BANCORP~~KBW ~~(DE)~~CAP ~~COM~~MARKET ~~NEW~~COMMON ~~697938207~~86330E778 1,~~062~~374,000 ~~264~~20,~~100~~000 SH SOLE ~~264~~N/A 1,~~100~~374,000 ~~REPUBLIC~~SUN ~~BANCSHARES~~AMERICAN ~~TEX~~BANCORP INCOMMON ~~COM~~86664A202 ~~76028P102 1~~856,~~984~~323 ~~100~~86,~~000~~236 SH SOLE ~~100~~N/A 856,~~000~~323 ~~RIDGESTONE~~SVB ~~FINANCIAL~~FINACIAL ~~SVCS~~GROUP ~~COM~~COMMON ~~765904107~~78486Q101 ~~161~~4,142,261 1177,~~500~~994 SH SOLE 11N/A 4,~~500~~142,261 ~~SIGNATURE~~TD ~~BANK~~AMERITRADE ~~COM~~HLDG ~~82669G104~~CORP 1COMMON 87236Y108 400,~~326~~000 5020,000 SH SOLE 50N/A 400,000 ~~CENTRUE~~THOMAS ~~FINANCIAL~~WEISEL ~~CORP~~PARTNERS ~~COM~~GRO ~~15641R103~~COMMON 3884481102 1,~~223~~606,725 ~~117~~96,~~186~~500 SH SOLE ~~117~~N/A 1,~~186~~606,725 ~~TRINITY~~TOLL ~~BANK~~BROTHERS ~~COM~~INC ~~89641R108~~COMMON 1889478103 351,~~425~~419 ~~135~~14,~~750~~068 SH SOLE ~~135~~N/A 351,~~750~~419 ~~UNUMPROVIDENT~~TRADESTATION ~~CORP~~GROUP ~~COM~~INC ~~91529Y106~~COMMON 889267P105 582,~~488~~500 ~~498~~50,~~700~~000 SH SOLE ~~498~~N/A 582,~~700~~500 U S BANCORP-DEL ~~COM~~COMMON 902973304 24,~~450~~830,470 85146,~~000~~600 SH SOLE 85N/A 4,~~000~~830,470 ~~VAIL~~USB ~~BANKS~~HOLDING CO INC ~~COM~~COMMON ~~918779109~~902910108 1,~~012~~612,838 7784,~~042~~619 SH SOLE 77N/A 1,~~042~~612,838 ~~VISION~~VALLEY ~~BANCSHARES~~NATIONAL ~~INC~~BANCORP ~~COM~~COMMON ~~92832B106~~919794107 ~~503~~3,289,252 16146,~~100~~254 SH SOLE 16N/A 3,~~100~~289,252 WACHOVIA CORP ~~2ND~~COMMON ~~NEW COM~~ 929903102 31,~~869~~025,000 7620,000 SH SOLE 76N/A 1,025,000 ~~WILLOW~~WESTERN ~~GROVE~~UNION ~~BANCORP~~CO ~~INC~~COMMON ~~COM~~959802109 ~~97111W101~~4,093,824 ~~797 49~~196,~~516~~535 SH SOLE 49N/A 4,~~516~~093,824 ~~WINTRUST~~ZENITH ~~FINANCIAL~~NATIONAL ~~CORP~~INSURANCE ~~COM~~COMMON ~~97650W108~~989390109 ~~500~~3,254,296 1069,~~628~~108 SH SOLE 10N/A 3,~~628~~254,296 71ZIONS ~~143~~BANCORPORATION COMMON 989701107 3,~~600~~810,121 49,540 SH SOLE N/A 3,810,121 80 103,470,307

FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 80 Form 13F Information Table Value Total: 103,470,307 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F 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

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