13F-HR 1 btlp063004.txt 2004 2ND QUARTER REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 06/30/2004 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: Bowman Technology, L.P. Address: 1875 South Grant Street, Suite 600 San Mateo, California 94402 13F File Number: 028-10599 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 intergral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Mei C. Chang Title: Controller Phone: 650-287-2200 Signature, Place, and Date of Signing: Mei C. Chang San Mateo, California August 13, 2004 Report Type (Check only One.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: 100,493 (thousands) List of Other Included Managers: 0 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. NONE. Bowman Technology, L.P. FORM 13F INFORMATION TABLE 06/30/2004

Voting Authority VALUE Shares/ Sh/ Put/ Invstmt Other -------------------- Name of Issuer Title of class CUSIP (x$1000) PrnAmt Prn Call Dscretn Managers Sole Shared None -------------- -------------- ----- -------- ------- --- ---- ------- -------- ------ ------ ---- ~~3COM~~ACCENTURE ~~CORP~~LTD-CL ~~Common~~A ~~Stocks~~Com ~~885535104~~G1150G111 34,~~546~~809 ~~600~~175,000 SH Sole ~~600~~175,000 ~~AGILENT~~ADVANCED ~~TECHNOLOGIES~~MICRO ~~INC~~DEVICES ~~Common~~Put ~~Stocks~~007903957 ~~00846U101 3~~5,~~317~~565 ~~150~~350,000 SH Put Sole ~~150~~350,000 ~~ALCATEL~~ADVANCED SAMICRO ~~-SPONSORED~~DEVICES ~~ADR~~Put ~~ADR~~007903957 ~~Stocks 13904305 1~~5,~~368~~963 ~~115~~375,~~653~~000 SH Put Sole ~~115~~375,~~653~~000 ~~BELL~~ADVANCED ~~MICROPRODUCTS~~MICRO ~~INC~~DEVICES ~~Common~~Put ~~Stocks~~007903957 ~~078137106~~ 3,~~614~~975 ~~555~~250,~~200~~000 SH Put Sole ~~555~~250,~~200~~000 ~~CHARTERED~~ANALOG ~~SEMICONDUCTOR-ADR~~DEVICES ~~ADR~~Put ~~Stocks~~032654955 ~~16133R106~~ 2,~~550~~119 ~~300~~45,000 SH Put Sole ~~300~~45,000 ~~CISCO~~ANDREW ~~SYSTEMS~~CORP ~~INC~~Com ~~Common~~034425108 ~~Stocks 17275R102 3~~9,~~918~~205 ~~200~~460,000 SH Sole ~~200~~460,000 ~~CISCO~~CELESTICA ~~SYSTEMS~~ INC ~~Common~~Com ~~Stocks~~15101Q108 ~~17275R102 7~~8,~~836~~279 ~~400~~415,000 SH ~~Call~~ Sole ~~400~~415,000 ~~COLT~~CISCO ~~TELECOM~~SYSTEMS ~~GROUP-SPONS ADR ADR Stocks 196877104 1,845 302,500 SH Sole 302,500 CONCORD CAMERA CORP Common Stocks 206156101 4,082 383,300 SH Sole 383,300 FOUNDRY NETWORKS~~ INC ~~Common~~Call ~~Stocks~~17275R902 ~~35063R100 4~~14,~~408~~220 ~~205~~600,000 SH Call Sole ~~205,000~~0 GENESIS MICROCHIP INC ~~Common~~Com ~~Stocks~~ 371933102 51,~~058~~515 ~~450~~110,000 SH Sole ~~450~~110,000 HUTCHINSON TECH ~~Common~~Com ~~Stocks~~ 448407106 34,~~852~~426 ~~117~~180,000 SH Sole ~~117~~180,000 ~~INTEL~~INFOSYS ~~CORP~~TECHNOLOGIES-SP ~~Common~~ADR ~~Stocks~~Sponsored ~~458140100~~ADR 6456788108 1,~~109~~864 ~~222~~20,000 SH Sole ~~222~~20,000 ~~INTEL~~MOTOROLA ~~CORP~~INC ~~Common~~Call ~~Stocks~~620076909 ~~458140100 6~~7,~~605~~300 ~~240~~400,000 SH Call Sole ~~240,000~~0 ~~INTERSIL~~NETFLIX ~~HOLDING~~INC ~~CORP~~Com ~~Common~~64110L106 ~~Stocks 46069S109 1~~3,~~499~~600 63100,000 SH Sole 63100,000 ~~KVH~~NETGEAR ~~INDUSTRIES~~ INC ~~Common~~Com ~~Stocks~~64111Q104 ~~482738101~~ 2,~~780~~688 ~~110~~250,000 SH Sole ~~110~~250,000 ~~MAXIM~~PEOPLESOFT ~~INTEGRATED~~INC ~~PRODUCTS~~Put ~~Common~~712713956 ~~Stocks 57772K101~~ 1,~~970~~850 50100,000 SH ~~Sole~~Put ~~50,000 MICREL INC Common Stocks 594793101 2,438 200,000 SH~~ Sole ~~200~~100,000 ~~MICROSOFT~~ROGERS CORP ~~Common~~Com ~~Stocks~~775133101 ~~594918104~~580 8,~~340~~ 300~~,000~~ SH Sole ~~300~~8,~~000 ON SEMICONDUCTOR CORPORATION Common Stocks 682189105 1,200~~ 300~~,000~~ SHSONICWALL ~~Sole 300,000 QUEST SOFTWARE~~ INC ~~Common~~Com ~~Stocks~~835470105 ~~74834T103 4~~1,~~256~~935 ~~350~~225,000 SH Sole ~~350~~225,000 ~~SCIENTIFIC-ATLANTA~~SYMANTEC ~~INC~~CORP ~~Common~~Com ~~Stocks~~871503108 ~~808655104 2~~1,~~648~~664 8538,000 SH Sole 8538,000 ~~SEAGATE~~SYMANTEC ~~TECHNOLOGY~~CORP ~~HOLDINGS~~Call ~~Common~~871503908 ~~Stocks 811804103 3~~4,~~074~~378 ~~113~~100,000 SH ~~Sole~~Call ~~113,000 SILICON LABORATORIES INC Common Stocks 826919102 2,471 55,000 SH~~ Sole ~~55,000~~0 ~~SILICON~~TIBCO ~~STORAGE~~SOFTWARE ~~TECHNOLOGY Common Stocks 827057100 1,750 200,000 SH Sole 200,000 SONUS NETWORKS~~ INC ~~Common~~Com ~~Stocks~~88632Q103 ~~835916107~~490 ~~693 100~~58,000 SH Sole ~~100~~58,000 ~~STAAR~~TIMKEN ~~SURGICAL~~ CO ~~Common~~Com ~~Stocks~~887389104 ~~852312305 2~~7,~~937~~815 ~~276~~295,~~800 SH Sole 276,800 SYMANTEC CORP Common Stocks 871503108 2,212 35,~~000 SH Sole 35295,000 VERITAS SOFTWARE CORP ~~Common~~Com ~~Stocks~~ 923436109 106,~~086~~253 ~~320~~225,000 SH ~~Call~~ Sole ~~320~~225,000 Value Total ~~106~~100,~~462~~493

Filing Compare · BOWMAN TECHNOLOGY LP