13F-HR 1 d795662_13f-hr.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 holding entries. Institutional Manager Filing this Report: Name: Mario Cibelli Address: 52 Vanderbilt Avenue, 4th Floor New York, New York 10017 13F File Number: 028-11689 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. Person Signing this Report on Behalf of Reporting Manager: Name: Mario D. Cibelli Phone: (212) 490-0399 Signature, Place and Date of Signing: /s/ Mario D. Cibelli New York, New York August 13, 2007 ------------------------ -------------------------- -------------------- [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 reported are in this report, and all holdings are reported by other reporting managers(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 manager(s).) List of Other Managers Reporting for this Manager: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 36 Form 13F Information Table Value Total: $113,939 (thousands) List of Other Included Managers: No. Form 13F File Number Name --- -------------------- ---- 1. 028-11767 Cibelli Capital Management LLC 2. 028-11691 Marathon Partners LP FORM 13F INFORMATION TABLE 6/30/2007
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHR VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE -------------- -------------- ----- -------- ------- --- ---- ---------- ---- ---- ------ ---- 1-800 CONTACTS INC COM 681977104 28,108 1,198,128 SH SHARED-DEFINED 1, 2 1,198,128 ACACIA RESEARCH - ACACIA ACACIA TCH COM 003881307 4,947 306,135 SH SHARED-DEFINED 1, 2 306,135 ATWOOD OCEANICS INC COM 050095108 666 9,700 SH SHARED-DEFINED 1, 2 9,700 BARNES & NOBLE COM 067774109 789 20,500 SH SHARED-DEFINED 1, 2 20,500 BEACON ROOFING SUPPLY INC COM 073685109 3,474 204,500 SH SHARED-DEFINED 1, 2 204,500 BED BATH & BEYOND INC COM 075896100 7,336 203,835 SH SHARED-DEFINED 1, 2 203,835 BLACKBOARD INC COM 091935502 2,568 60,980 SH SHARED-DEFINED 1, 2 60,980 BROWN FORMAN CORP CLB 115637209 1,827 25,000 SH SHARED-DEFINED 1, 2 25,000 COPART INC COM 217204106 1,071 35,000 SH SHARED-DEFINED 1, 2 35,000 CRAFTMADE INTERNATIONAL INC COM 22413E104 4,398 257,038 SH SHARED-DEFINED 1, 2 257,038 DOVER MOTORSPORTS INC COM 260174107 5,684 937,888 SH SHARED-DEFINED 1, 2 937,888 ENERGY FOCUS INC COM 29268T102 1,961 295,742 SH SHARED-DEFINED 1, 2 295,742 FOOT LOCKER INC COM 344849104 1,064 48,790 SH SHARED-DEFINED 1, 2 48,790 FORWARD AIR CORP COM 349853101 7,176 210,500 SH SHARED-DEFINED 1, 2 210,500 GAMING PARTNERS INTL CORP COM 36467A107 262 18,789 SH SHARED-DEFINED 1, 2 18,789 HEARST-ARGYLE TELEVISION INC COM 422317107 1,818 75,440 SH SHARED-DEFINED 1, 2 75,440 HOME DEPOT INC COM 437076102 1,816 46,150 SH SHARED-DEFINED 1, 2 46,150 MARCHEX INC CLB 56624R108 4,951 303,400 SH SHARED-DEFINED 1, 2 303,400 3M CO COM 88579Y101 2,737 31,535 SH SHARED-DEFINED 1, 2 31,535 NETFLIX COM INC COM 64110L106 4,786 246,853 SH SHARED-DEFINED 1, 2 246,853 NETFLIX COM INC COM 64110L106 388 20,000 SH CALL SHARED-DEFINED 1, 2 20,000 NIGHTHAWK RADIOLOGY HLDGS INC COM 65411N105 181 10,000 SH SHARED-DEFINED 1, 2 10,000 NUVEEN INVESTMENTS INC CLA 67090F106 1,025 16,500 SH SHARED-DEFINED 1, 2 16,500 PACER INTL INC TENN COM 69373H106 235 10,000 SH SHARED-DEFINED 1, 2 10,000 PANHANDLE ROYALTY CO CLA 698477106 1,290 45,600 SH SHARED-DEFINED 1, 2 45,600 PETMEDEXPRESS INC COM 716382106 433 33,702 SH SHARED-DEFINED 1, 2 33,702 PETSMART INC COM 716768106 8,531 262,889 SH SHARED-DEFINED 1, 2 262,889 P F CHANGS CHINA BISTRO INC COM 69333Y108 1,760 50,000 SH SHARED-DEFINED 1, 2 50,000 POINT 360 COM 730698107 338 58,585 SH SHARED-DEFINED 1, 2 58,585 SM&A COM 78465D105 737 105,123 SH SHARED-DEFINED 1, 2 105,123 STAMPS COM INC COM NEW 852857200 3,152 228,702 SH SHARED-DEFINED 1, 2 228,702 TARGET CORP COM 87612E106 2,966 46,643 SH SHARED-DEFINED 1, 2 46,643 TRX INC COM 898452107 545 163,048 SH SHARED-DEFINED 1, 2 163,048 VARSITY GROUP INC COM 922281100 296 336,230 SH SHARED-DEFINED 1, 2 336,230 WAL MART STORES INC COM 931142103 2,492 51,800 SH SHARED-DEFINED 1, 2 51,800 WEST MARINE INC COM 954235107 2,133 155,000 SH SHARED-DEFINED 1, 2 155,000
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