13F-HR 1 swib4q0413f.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: December 31, 2004 Check here if Amendment: Not an Amendment. Amendment Number: Not an Amendment. This Amendment is a restatement(Check only one.): Not an Amendment. Or This Amendment adds new holding entries: Not an Amendment. Institutional Investment Manager Filing this Report: Name: State of Wisconsin Investment Board Address: 121 East Wilson Street Madison, WI 53702 Form 13F File Number: 028-02519 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: Jean Ledford Title: Chief Investment Officer--Public Equities Phone: 608-261-9349 Signature, Place, and Date of Signing: /s/ Jean Ledford Madison, WI February 15, 2004 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 are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 909 Form 13F Information Table Value Total: $11,290,921(x1000) 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 VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY----- NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (X$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE D ACE LTD ORD G0070K103 12825 300000 SH SOLE 300000 0 0 D ARCH CAP GROUP LTD ORD G0450A105 1432 37000 SH SOLE 37000 0 0 D ASSURED GUARANTY LTD COM G0585R106 2480 126100 SH SOLE 126100 0 0 D COOPER INDS LTD CL A G24182100 4752 70000 SH SOLE 70000 0 0 D INGERSOLL-RAND COMPANY LTD CL A G4776G101 7227 90000 SH SOLE 90000 0 0 D KNIGHTSBRIDGE TANKERS LTD ORD G5299G106 211 6300 SH SOLE 6300 0 0 D MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3902 110000 SH SOLE 110000 0 0 D NOBLE CORPORATION SHS G65422100 3034 61000 SH SOLE 61000 0 0 D UTI WORLDWIDE INC ORD G87210103 1279 18804 SH SOLE 18804 0 0 D XOMA LTD ORD G9825R107 582 224800 SH SOLE 224800 0 0 D XL CAP LTD CL A G98255105 12036 155000 SH SOLE 155000 0 0 D ALCON INC COM SHS H01301102 12130 150500 SH SOLE 150500 0 0 D SYNERON MEDICAL LTD ORD SHS M87245102 695 22700 SH SOLE 22700 0 0 D TARO PHARMACEUTICAL INDS LTD ORD M8737E108 681 20000 SH SOLE 20000 0 0 D ASM INTL N V COM N07045102 1164 71000 SH SOLE 71000 0 0 D QIAGEN N V ORD N72482107 1095 100000 SH SOLE 100000 0 0 D FLEXTRONICS INTL LTD ORD Y2573F102 12435 899800 SH SOLE 899800 0 0 D GENERAL MARITIME CORP SHS Y2692M103 631 15800 SH SOLE 15800 0 0 D ADE CORP MASS COM 00089C107 15034 803100 SH SOLE 803100 0 0 D AGCO CORP COM 001084102 3831 175000 SH SOLE 175000 0 0 D AES CORP COM 00130H105 729 53300 SH SOLE 53300 0 0 D AMR CORP COM 001765106 2190 200000 SH SOLE 200000 0 0 D AT&T CORP COM NEW 001957505 9214 483439 SH SOLE 483439 0 0 D ATMI INC COM 00207R101 1393 61829 SH SOLE 61829 0 0 D AXT INC COM 00246W103 5095 3225000 SH SOLE 3225000 0 0 D ABBOTT LABS COM 002824100 101930 2185000 SH SOLE 2185000 0 0 D ABGENIX INC COM 00339B107 1448 140000 SH SOLE 140000 0 0 D ABIOMED INC COM 003654100 199 12900 SH SOLE 12900 0 0 D ACCREDO HEALTH INC COM 00437V104 1413 50966 SH SOLE 50966 0 0 D ACETO CORP COM 004446100 4505 237100 SH SOLE 237100 0 0 D ACTEL CORP COM 004934105 830 47301 SH SOLE 47301 0 0 D ACTIVCARD CORP COM 00506J107 667 75000 SH SOLE 75000 0 0 D ACUITY BRANDS INC COM 00508Y102 2218 69762 SH SOLE 69762 0 0 D ADAPTEC INC COM 00651F108 1252 164964 SH SOLE 164964 0 0 D ADOBE SYS INC COM 00724F101 5044 80400 SH SOLE 80400 0 0 D ADVO INC COM 007585102 2188 61363 SH SOLE 61363 0 0 D AEHR TEST SYSTEMS COM 00760J108 4905 1184400 SH SOLE 1184400 0 0 D AETNA INC NEW COM 00817Y108 4379 35100 SH SOLE 35100 0 0 D AFFILIATED COMPUTER SERVICES CL A 008190100 16643 276500 SH SOLE 276500 0 0 D AFFYMETRIX INC COM 00826T108 3655 100000 SH SOLE 100000 0 0 D AGRIUM INC COM 008916108 168 10000 SH SOLE 10000 0 0 D AIR PRODS & CHEMS INC COM 009158106 12753 220000 SH SOLE 220000 0 0 D AIRTRAN HLDGS INC COM 00949P108 2140 200000 SH SOLE 200000 0 0 D ALAMOSA HLDGS INC COM 011589108 160 12800 SH SOLE 12800 0 0 D ALBANY INTL CORP CL A 012348108 1874 53292 SH SOLE 53292 0 0 D ALBANY MOLECULAR RESH INC COM 012423109 1615 145000 SH SOLE 145000 0 0 D ALBERTSONS INC COM 013104104 8801 368552 SH SOLE 368552 0 0 D ALCOA INC COM 013817101 9426 300000 SH SOLE 300000 0 0 D ALIGN TECHNOLOGY INC COM 016255101 806 75000 SH SOLE 75000 0 0 D ALLIANCE DATA SYSTEMS CORP COM 018581108 1662 35000 SH SOLE 35000 0 0 D ALLIANCE GAMING CORP COM NEW 01859P609 2762 200000 SH SOLE 200000 0 0 D ALLIANT TECHSYSTEMS INC COM 018804104 3187 48751 SH SOLE 48751 0 0 D ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 3248 350000 SH SOLE 350000 0 0 D ALLSTATE CORP COM 020002101 11177 216100 SH SOLE 216100 0 0 D ALLTEL CORP COM 020039103 1545 26300 SH SOLE 26300 0 0 D ALPHARMA INC CL A 020813101 508 30000 SH SOLE 30000 0 0 D ALTERA CORP COM 021441100 3105 150000 SH SOLE 150000 0 0 D ALTRIA GROUP INC COM 02209S103 66953 1095799 SH SOLE 1095799 0 0 D AMBAC FINL GROUP INC COM 023139108 4870 59300 SH SOLE 59300 0 0 D AMERADA HESS CORP COM 023551104 5429 65900 SH SOLE 65900 0 0 D AMERICA MOVIL S A DE C V SPON ADR L SHS 02364W105 1393 26600 SH SOLE 26600 0 0 D AMERICAN ELEC PWR INC COM 025537101 2809 81800 SH SOLE 81800 0 0 D AMERICAN EXPRESS CO COM 025816109 77509 1375000 SH SOLE 1375000 0 0 D AMERICAN INTL GROUP INC COM 026874107 243911 3714200 SH SOLE 3714200 0 0 D AMERICAN ITALIAN PASTA CO CL A 027070101 925 39773 SH SOLE 39773 0 0 D AMERICAN MED SYS HLDGS INC COM 02744M108 2800 66971 SH SOLE 66971 0 0 D AMERICAN STD COS INC DEL COM 029712106 4657 112700 SH SOLE 112700 0 0 D AMERISTAR CASINOS INC COM 03070Q101 862 20000 SH SOLE 20000 0 0 D AMERISOURCEBERGEN CORP COM 03073E105 24908 424470 SH SOLE 424470 0 0 D AMGEN INC COM 031162100 110469 1722045 SH SOLE 1722045 0 0 D AMKOR TECHNOLOGY INC NOTE 5.000% 3 031652AH3 236 250000 SH SOLE 250000 0 0 D AMSURG CORP COM 03232P405 700 23693 SH SOLE 23693 0 0 D AMYLIN PHARMACEUTICALS INC COM 032346108 6541 280000 SH SOLE 280000 0 0 D ANADARKO PETE CORP COM 032511107 12398 191300 SH SOLE 191300 0 0 D ANADIGICS INC COM 032515108 3084 822500 SH SOLE 822500 0 0 D ANALOG DEVICES INC COM 032654105 6955 188370 SH SOLE 188370 0 0 D ANALOGIC CORP COM PAR $0.05 032657207 991 22132 SH SOLE 22132 0 0 D ANAREN INC COM 032744104 810 62500 SH SOLE 62500 0 0 D ANCHOR BANCORP WIS INC COM 032839102 990 33978 SH SOLE 33978 0 0 D ANGIOTECH PHARMACEUTICALS IN COM 034918102 7364 400000 SH SOLE 400000 0 0 D ANHEUSER BUSCH COS INC COM 035229103 17502 345000 SH SOLE 345000 0 0 D ANIXTER INTL INC COM 035290105 2049 56930 SH SOLE 56930 0 0 D ANNTAYLOR STORES CORP COM 036115103 3223 149699 SH SOLE 149699 0 0 D ANSYS INC COM 03662Q105 1880 58654 SH SOLE 58654 0 0 D ANTIGENICS INC DEL COM 037032109 202 20000 SH SOLE 20000 0 0 D AO TATNEFT SPON ADR REG S 03737P306 345 11900 SH SOLE 11900 0 0 D APACHE CORP COM 037411105 9067 179300 SH SOLE 179300 0 0 D APOLLO GROUP INC CL A 037604105 4964 61500 SH SOLE 61500 0 0 D APPLE COMPUTER INC COM 037833100 7084 110000 SH SOLE 110000 0 0 D APPLEBEES INTL INC COM 037899101 1404 53087 SH SOLE 53087 0 0 D APPLERA CORP COM AP BIO GRP 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27326 0 0 D BARD C R INC COM 067383109 3295 51500 SH SOLE 51500 0 0 D BAXTER INTL INC COM 071813109 28285 818900 SH SOLE 818900 0 0 D BEAR STEARNS COS INC COM 073902108 9276 90667 SH SOLE 90667 0 0 D BEARINGPOINT INC COM 074002106 1004 125000 SH SOLE 125000 0 0 D BECTON DICKINSON & CO COM 075887109 3067 54000 SH SOLE 54000 0 0 D BED BATH & BEYOND INC COM 075896100 17864 448500 SH SOLE 448500 0 0 D BELDEN CDT INC COM 077454106 1001 43142 SH SOLE 43142 0 0 D BELL MICROPRODUCTS INC COM 078137106 397 41309 SH SOLE 41309 0 0 D BELLSOUTH CORP COM 079860102 26709 961100 SH SOLE 961100 0 0 D BEST BUY INC COM 086516101 3268 55000 SH SOLE 55000 0 0 D BIOMET INC COM 090613100 4664 107500 SH SOLE 107500 0 0 D BIOGEN IDEC INC COM 09062X103 28809 432500 SH SOLE 432500 0 0 D BLACK & DECKER CORP COM 091797100 4090 46300 SH SOLE 46300 0 0 D BLACK BOX CORP DEL COM 091826107 1349 28097 SH SOLE 28097 0 0 D BLOCK H & R INC COM 093671105 5145 105000 SH SOLE 105000 0 0 D BOEING CO COM 097023105 25636 495200 SH SOLE 495200 0 0 D BONE CARE INTL INC COM 098072101 59373 2131873 SH SOLE 2131873 0 0 D BORG WARNER INC COM 099724106 11376 210000 SH SOLE 210000 0 0 D BOSTON SCIENTIFIC CORP COM 101137107 27196 765000 SH SOLE 765000 0 0 D BOYD GAMING CORP COM 103304101 416 10000 SH SOLE 10000 0 0 D BRIGGS & STRATTON CORP COM 109043109 3862 92878 SH SOLE 92878 0 0 D BRISTOL MYERS SQUIBB CO COM 110122108 24831 969200 SH SOLE 969200 0 0 D BROADCOM CORP CL A 111320107 24694 765000 SH SOLE 765000 0 0 D BROWN SHOE INC NEW COM 115736100 1046 35073 SH SOLE 35073 0 0 D BRUKER BIOSCIENCES CORP COM 116794108 3706 919600 SH SOLE 919600 0 0 D BUCA INC COM 117769109 21576 3100000 SH SOLE 3100000 0 0 D BUCKEYE TECHNOLOGIES INC COM 118255108 2277 175000 SH SOLE 175000 0 0 D BUCYRUS INTL INC NEW CL A 118759109 2275 55987 SH SOLE 55987 0 0 D BURLINGTON NORTHN SANTA FE C COM 12189T104 10653 225173 SH SOLE 225173 0 0 D BURLINGTON RES INC COM 122014103 10248 235575 SH SOLE 235575 0 0 D C D W CORP COM 12512N105 4366 65800 SH SOLE 65800 0 0 D CEC ENTMT INC COM 125137109 2728 68256 SH SOLE 68256 0 0 D CH ENERGY GROUP INC COM 12541M102 693 14417 SH SOLE 14417 0 0 D CIGNA CORP COM 125509109 9674 118600 SH SOLE 118600 0 0 D CIT GROUP INC COM 125581108 10997 240000 SH SOLE 240000 0 0 D CNA FINL CORP COM 126117100 645 24100 SH SOLE 24100 0 0 D CNF INC COM 12612W104 4564 91100 SH SOLE 91100 0 0 D CUNO INC COM 126583103 1510 25415 SH SOLE 25415 0 0 D CVS CORP COM 126650100 1294 28700 SH SOLE 28700 0 0 D CACI INTL INC CL A 127190304 3223 47301 SH SOLE 47301 0 0 D CADENCE DESIGN SYSTEM INC COM 127387108 1726 125000 SH SOLE 125000 0 0 D CAL DIVE INTL INC COM 127914109 822 20162 SH SOLE 20162 0 0 D CALAMP CORP COM 128126109 1788 200000 SH SOLE 200000 0 0 D CANADIAN NATL RY CO COM 136375102 1041 17000 SH SOLE 17000 0 0 D CAPITAL AUTOMOTIVE REIT COM SH BEN INT 139733109 1719 48395 SH SOLE 48395 0 0 D CAPITAL ONE FINL CORP COM 14040H105 22526 267500 SH SOLE 267500 0 0 D CAPITOL BANCORP LTD COM 14056D105 398 11300 SH SOLE 11300 0 0 D CARDINAL HEALTH INC COM 14149Y108 23551 405000 SH SOLE 405000 0 0 D CAREMARK RX INC COM 141705103 26125 662555 SH SOLE 662555 0 0 D CARNIVAL CORP PAIRED CTF 143658300 9509 165000 SH SOLE 165000 0 0 D CASEYS GEN STORES INC COM 147528103 1502 82729 SH SOLE 82729 0 0 D CASTLE A M & CO COM 148411101 1791 150000 SH SOLE 150000 0 0 D CATERPILLAR INC DEL COM 149123101 69720 715000 SH SOLE 715000 0 0 D CELL GENESYS INC COM 150921104 486 60000 SH SOLE 60000 0 0 D CENTERPOINT ENERGY INC COM 15189T107 641 56700 SH SOLE 56700 0 0 D CENTEX CORP COM 152312104 5112 85800 SH SOLE 85800 0 0 D CENTRAL VT PUB SVC CORP COM 155771108 631 27138 SH SOLE 27138 0 0 D CENTURYTEL INC COM 156700106 4044 114025 SH SOLE 114025 0 0 D CEPHALON INC COM 156708109 12324 242222 SH SOLE 242222 0 0 D CERNER CORP COM 156782104 3073 57805 SH SOLE 57805 0 0 D CHANNELL COML CORP COM 159186105 5432 651300 SH SOLE 651300 0 0 D CHARLES RIV LABS INTL INC COM 159864107 4086 88800 SH SOLE 88800 0 0 D CHARLOTTE 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145885 0 0 D COMPUWARE CORP COM 205638109 64 10000 SH SOLE 10000 0 0 D COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 3056 125000 SH SOLE 125000 0 0 D CONAGRA FOODS INC COM 205887102 2209 75000 SH SOLE 75000 0 0 D CONCEPTUS INC COM 206016107 13318 1641100 SH SOLE 1641100 0 0 D CONCORD CAMERA CORP COM 206156101 217 94328 SH SOLE 94328 0 0 D CONCORD COMMUNICATIONS INC COM 206186108 425 38356 SH SOLE 38356 0 0 D CONMED CORP COM 207410101 1644 57857 SH SOLE 57857 0 0 D CONOCOPHILLIPS COM 20825C104 31745 365602 SH SOLE 365602 0 0 D CONSOLIDATED EDISON INC COM 209115104 503 11500 SH SOLE 11500 0 0 D CONSOLIDATED GRAPHICS INC COM 209341106 1833 39943 SH SOLE 39943 0 0 D CONSTELLATION BRANDS INC CL A 21036P108 5581 120000 SH SOLE 120000 0 0 D COOPER COS INC COM NEW 216648402 9640 136568 SH SOLE 136568 0 0 D CORN PRODS INTL INC COM 219023108 3213 59996 SH SOLE 59996 0 0 D CORNING INC COM 219350105 2943 250000 SH SOLE 250000 0 0 D COST PLUS INC CALIF COM 221485105 2161 67268 SH SOLE 67268 0 0 D COSTCO WHSL CORP NEW COM 22160K105 2880 59500 SH SOLE 59500 0 0 D COUNTRYWIDE FINANCIAL CORP COM 222372104 10818 292296 SH SOLE 292296 0 0 D COVANCE INC COM 222816100 4456 115000 SH SOLE 115000 0 0 D CUBIC CORP COM 229669106 1654 65972 SH SOLE 65972 0 0 D CULLEN FROST BANKERS INC COM 229899109 3433 70635 SH SOLE 70635 0 0 D CURTISS WRIGHT CORP COM 231561101 1789 31160 SH SOLE 31160 0 0 D CYBERONICS INC COM 23251P102 1865 90000 SH SOLE 90000 0 0 D CYMER INC COM 232572107 920 31160 SH SOLE 31160 0 0 D CYPRESS SEMICONDUCTOR CORP COM 232806109 5337 455000 SH SOLE 455000 0 0 D CYTYC CORP COM 232946103 965 35000 SH SOLE 35000 0 0 D D R HORTON INC COM 23331A109 9959 247050 SH SOLE 247050 0 0 D DTE ENERGY CO COM 233331107 1436 33300 SH SOLE 33300 0 0 D DANAHER CORP DEL COM 235851102 1567 27300 SH SOLE 27300 0 0 D DARDEN RESTAURANTS INC COM 237194105 3329 120000 SH SOLE 120000 0 0 D DEERE & CO COM 244199105 7812 105000 SH SOLE 105000 0 0 D DELL INC COM 24702R101 124372 2951400 SH SOLE 2951400 0 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22289 450200 SH SOLE 450200 0 0 D DOWNEY FINL CORP COM 261018105 3272 57411 SH SOLE 57411 0 0 D DREAMWORKS ANIMATION SKG INC CL A 26153C103 4281 114142 SH SOLE 114142 0 0 D DU PONT E I DE NEMOURS & CO COM 263534109 176580 3600000 SH SOLE 3600000 0 0 D DUKE ENERGY CORP COM 264399106 3919 154700 SH SOLE 154700 0 0 D DUN & BRADSTREET CORP DEL NE COM 26483E100 579 9700 SH SOLE 9700 0 0 D E M C CORP MASS COM 268648102 72863 4900000 SH SOLE 4900000 0 0 D ENSCO INTL INC COM 26874Q100 4444 140000 SH SOLE 140000 0 0 D ESS TECHNOLOGY INC COM 269151106 853 120015 SH SOLE 120015 0 0 D E TRADE FINANCIAL CORP COM 269246104 2616 175000 SH SOLE 175000 0 0 D EAST WEST BANCORP INC COM 27579R104 3409 81253 SH SOLE 81253 0 0 D EASTMAN KODAK CO COM 277461109 10465 324500 SH SOLE 324500 0 0 D EATON CORP COM 278058102 12301 170000 SH SOLE 170000 0 0 D EBAY INC COM 278642103 16288 140000 SH SOLE 140000 0 0 D ECLIPSYS CORP COM 278856109 613 30000 SH SOLE 30000 0 0 D ECOLAB INC COM 278865100 952 27100 SH SOLE 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92343E102 2419 72000 SH SOLE 72000 0 0 D VERITAS DGC INC COM 92343P107 1956 87270 SH SOLE 87270 0 0 D VERIZON COMMUNICATIONS COM 92343V104 66955 1652793 SH SOLE 1652793 0 0 D VERITAS SOFTWARE CO COM 923436109 29692 1040000 SH SOLE 1040000 0 0 D VERTEX PHARMACEUTICALS INC COM 92532F100 1004 95000 SH SOLE 95000 0 0 D VIACOM INC CL B 925524308 25109 690000 SH SOLE 690000 0 0 D VITAL IMAGES INC COM 92846N104 10472 625200 SH SOLE 625200 0 0 D VITAL SIGNS INC COM 928469105 809 20790 SH SOLE 20790 0 0 D VODAFONE GROUP PLC NEW SPONSORED ADR 92857W100 1369 50000 SH SOLE 50000 0 0 D W-H ENERGY SVCS INC COM 92925E108 2060 92126 SH SOLE 92126 0 0 D WACHOVIA CORP 2ND NEW COM 929903102 34416 654300 SH SOLE 654300 0 0 D WAL MART STORES INC COM 931142103 152728 2891475 SH SOLE 2891475 0 0 D WALGREEN CO COM 931422109 21103 550000 SH SOLE 550000 0 0 D WASHINGTON FED INC COM 938824109 368 13860 SH SOLE 13860 0 0 D WASHINGTON MUT INC COM 939322103 27883 659475 SH SOLE 659475 0 0 D WASTE CONNECTIONS INC COM 941053100 1755 51241 SH SOLE 51241 0 0 D WASTE MGMT INC DEL COM 94106L109 7335 245000 SH SOLE 245000 0 0 D WATERS CORP COM 941848103 3275 70000 SH SOLE 70000 0 0 D WATSCO INC COM 942622200 1464 41555 SH SOLE 41555 0 0 D WATSON PHARMACEUTICALS INC COM 942683103 2297 70000 SH SOLE 70000 0 0 D WATSON WYATT & CO HLDGS CL A 942712100 1959 72688 SH SOLE 72688 0 0 D WATTS WATER TECHNOLOGIES INC CL A 942749102 1741 54003 SH SOLE 54003 0 0 D WELLCHOICE INC COM 949475107 4806 90000 SH SOLE 90000 0 0 D WELLPOINT INC COM 94973V107 24949 216946 SH SOLE 216946 0 0 D WELLS FARGO & CO NEW COM 949746101 114977 1850000 SH SOLE 1850000 0 0 D WENDYS INTL INC COM 950590109 4122 105000 SH SOLE 105000 0 0 D WESTAMERICA BANCORPORATION COM 957090103 1166 20000 SH SOLE 20000 0 0 D WESTELL TECHNOLOGIES INC CL A 957541105 136 20000 SH SOLE 20000 0 0 D WESTWOOD ONE INC COM 961815107 2413 89600 SH SOLE 89600 0 0 D WEYERHAEUSER CO COM 962166104 6050 90000 SH SOLE 90000 0 0 D WHIRLPOOL CORP COM 963320106 976 14100 SH SOLE 14100 0 0 D WHITE ELECTR DESIGNS CORP COM 963801105 3640 575000 SH SOLE 575000 0 0 D WHITING PETE CORP NEW COM 966387102 566 18700 SH SOLE 18700 0 0 D WHITNEY HLDG CORP COM 966612103 1182 26262 SH SOLE 26262 0 0 D WHOLE FOODS MKT INC COM 966837106 1783 18700 SH SOLE 18700 0 0 D WILLIAMS COS INC DEL COM 969457100 3258 200000 SH SOLE 200000 0 0 D WINN DIXIE STORES INC COM 974280109 447 98300 SH SOLE 98300 0 0 D WINNEBAGO INDS INC COM 974637100 1637 41912 SH SOLE 41912 0 0 D WOLVERINE TUBE INC COM 978093102 918 71100 SH SOLE 71100 0 0 D WOODWARD GOVERNOR CO COM 980745103 1540 21503 SH SOLE 21503 0 0 D WRIGLEY WM JR CO COM 982526105 2000 28900 SH SOLE 28900 0 0 D WYETH COM 983024100 62254 1461700 SH SOLE 1461700 0 0 D XM SATELLITE RADIO HLDGS INC CL A 983759101 1505 40000 SH SOLE 40000 0 0 D XTO ENERGY INC COM 98385X106 17690 500000 SH SOLE 500000 0 0 D XCEL ENERGY INC COM 98389B100 630 34600 SH SOLE 34600 0 0 D XILINX INC COM 983919101 3857 130000 SH SOLE 130000 0 0 D XEROX CORP COM 984121103 3856 226700 SH SOLE 226700 0 0 D YELLOW ROADWAY CORP COM 985577105 2676 48038 SH SOLE 48038 0 0 D YUM BRANDS INC COM 988498101 8582 181900 SH SOLE 181900 0 0 D ZALE CORP NEW COM 988858106 1267 42403 SH SOLE 42403 0 0 D ZEBRA TECHNOLOGIES CORP CL A 989207105 4400 78186 SH SOLE 78186 0 0 D ZIMMER HLDGS INC COM 98956P102 10416 130000 SH SOLE 130000 0 0 D ZOLL MED CORP COM 989922109 5607 163000 SH SOLE 163000 0 0 S REPORT SUMMARY 909 DATA RECORDS 11290921 00 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED