-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Ar1tnDxDsW5AusJVpPGKHlcnv3iG/hElMurznEyFEgf8+i4Ngv3i9/Zl0bWIqF4W tfcYutJ13nJPYLjYo6I/yA== /in/edgar/work/20000816/0001071955-00-000069/0001071955-00-000069.txt : 20000922 0001071955-00-000069.hdr.sgml : 20000922 ACCESSION NUMBER: 0001071955-00-000069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20000630 FILED AS OF DATE: 20000815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PEQUOT CAPITAL MANAGEMENT INC/CT/ CENTRAL INDEX KEY: 0001071955 STANDARD INDUSTRIAL CLASSIFICATION: [ ] FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-04495 FILM NUMBER: 703847 BUSINESS ADDRESS: STREET 1: 500 NYALA FARMS ROAD CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 2033192246 13F-HR 1 0001.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, 2000 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: Pequot Capital Management, Inc. Address: 500 Nyala Farm Road Westport, CT 06880 Form 13F File Number: 28-04495 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: David J. Malat Title: Chief Accounting Officer Phone: (203) 429-2200 Signature, Place, and Date of Signing: /s/David J. Malat Westport, CT 8/15/00 [Signature] [City, State] [Date] Report Type (Check only one.): [x ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for the Manager: NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 622 Form 13F Information Table Value Total: $11,750,762 List of Other Included Managers: NONE
Voting Value Shrs or Shrs/ Put/ Invest Other Authority Name of Issuer/Title of Class Cusip (x$1000) Prn Amt Prn Call Discr. Mgr Sole Shared None - --------------------------------------------- --------- ----------- --------- ----- ---- ------ ----- --------- 3com Corp Com/Com . . . . . . . . . . . . . . 885535104 26,466 459278 Sh Sole 459278 A.C. Moore Arts & Crafts Inc/Com. . . . . . . 00086T103 366 57400 Sh Sole 57400 Aastrom Biosciences Inc/Com . . . . . . . . . 00253U107 224 93100 Sh Sole 93100 Abbott Labs/Com . . . . . . . . . . . . . . . 002824100 602 13500 Sh Sole 13500 Abgenix Inc/Com . . . . . . . . . . . . . . . 00339B107 129,999 1084600 Sh Sole 1084600 Access Pharmaceuticals Inc Rstd C/S/Com . . . 00431M951 1,120 320000 Sh Sole 320000 Ace Ltd Usd Com/Com . . . . . . . . . . . . . G0070K103 8,400 300000 Sh Sole 300000 Action Performance/Com. . . . . . . . . . . . 004933107 1,088 150000 Sh Sole 150000 Actv Inc/Com. . . . . . . . . . . . . . . . . 00088E104 373 25000 Sh Sole 25000 Acuson Com/Com. . . . . . . . . . . . . . . . 005113105 1,760 130400 Sh Sole 130400 Acx Technologies Inc./Com . . . . . . . . . . 388690109 116 54800 Sh Sole 54800 Adac Labs Com New/Com . . . . . . . . . . . . 005313200 10,805 450200 Sh Sole 450200 Adaptec Inc Com/Com . . . . . . . . . . . . . 00651F108 21,608 949800 Sh Sole 949800 Adc Telecommunications/Com. . . . . . . . . . 000886101 10,207 121690 Sh Sole 121690 Advanced Micro Devic Es Inc Usd.01 /Com . . . 007903107 15,071 195100 Sh Sole 195100 Advanced Neuromodulation Systems/Com. . . . . 00757T101 1,533 91500 Sh Sole 91500 Agnico Eagle Mines/Com. . . . . . . . . . . . 008474108 1,738 270000 Sh Sole 270000 Akami Technologies Inc/Com. . . . . . . . . . 00971T101 4,156 35000 Sh Sole 35000 Akorn Inc/Com . . . . . . . . . . . . . . . . 009728106 2,619 330000 Sh Sole 330000 Alcatel Alsthom/Com . . . . . . . . . . . . . 013904305 1,322 19886 Sh Sole 19886 Allen Telecom Inc/Com . . . . . . . . . . . . 018091108 884 50000 Sh Sole 50000 Alliance Semi Conductor Corp/Com. . . . . . . 01877H100 1,579 64300 Sh Sole 64300 Alpha Beta Technology Inc/Com . . . . . . . . 02071K105 - 10000 Sh Sole 10000 Alpha Microsystems/Com. . . . . . . . . . . . 020903100 1,366 275000 Sh Sole 275000 Altera Corp Com/Com . . . . . . . . . . . . . 021441100 15,760 154600 Sh Sole 154600 Alza Corp/Com . . . . . . . . . . . . . . . . 022615108 1,774 30000 Sh Sole 30000 Amazon Com Inc/Com. . . . . . . . . . . . . . 023135106 157,843 4346800 Sh Sole 4346800 America Online, Inc./Com. . . . . . . . . . . 02364J104 100,385 1905288 Sh Sole 1905288 American Barrick Resources Corp./Com. . . . . 067901108 1,819 100000 Sh Sole 100000 American Pad And Paper/Com. . . . . . . . . . 028816106 1 18100 Sh Sole 18100 American Pwr Conversion Corp/Com. . . . . . . 029066107 9,305 228000 Sh Sole 228000 American Superconductor Corp./Com . . . . . . 030111108 8,203 170000 Sh Sole 170000 Ameritrade Holding Corp/Com . . . . . . . . . 03072H109 1,628 140000 Sh Sole 140000 Amgen Inc Usd.0001 Com/Com. . . . . . . . . . 031162100 43,583 620400 Sh Sole 620400 Anchor Gaming/Com . . . . . . . . . . . . . . 033037102 1,198 25000 Sh Sole 25000 Anesta Corp/Com . . . . . . . . . . . . . . . 034603100 7,338 295000 Sh Sole 295000 Anglogold Ltd Spon Adr/Com. . . . . . . . . . 035128206 2,056 100000 Sh Sole 100000 Apac Teleservices Inc/Com . . . . . . . . . . 00185E106 11,394 1030000 Sh Sole 1030000 Apex Silver Mine Ltd/Com. . . . . . . . . . . G04074103 5,168 520000 Sh Sole 520000 Apple Computer Inc Com/Com. . . . . . . . . . 037833100 18,059 344800 Sh Sole 344800 Applied Matls Inc Com/Com . . . . . . . . . . 038222105 31,465 347200 Sh Sole 347200 Applix Inc./Com . . . . . . . . . . . . . . . 038316105 1,812 233800 Sh Sole 233800 Apropos Technology/Com. . . . . . . . . . . . 038334108 994 50000 Sh Sole 50000 Aps Holding Corp/Com. . . . . . . . . . . . . 001937101 - 10000 Sh Sole 10000 Aradigm Corp/Com. . . . . . . . . . . . . . . 038505103 175 10000 Sh Sole 10000 Ariba Inc/Com . . . . . . . . . . . . . . . . 04033V104 1,292 13182 Sh Sole 13182 Art Technology Group Inc/Com. . . . . . . . . 04289L107 19,279 191000 Sh Sole 191000 Arthrocare Corp/Com . . . . . . . . . . . . . 043136100 868 16300 Sh Sole 16300 Arthur Gallagher And Co/Com . . . . . . . . . 363576109 4,200 100000 Sh Sole 100000 Asi Solutions/Com . . . . . . . . . . . . . . 00206F108 168 20000 Sh Sole 20000 Asia Pacific Resources Int/Com. . . . . . . . G05345106 428 360000 Sh Sole 360000 Asm Lithography Holdings Nv/Com . . . . . . . N07059111 20,439 463200 Sh Sole 463200 At&T Liberty Media Grp Cl.A/Com . . . . . . . 001957208 71,521 2949300 Sh Sole 2949300 Atmel Corp Com/Com. . . . . . . . . . . . . . 049513104 1,519 41200 Sh Sole 41200 Atrix Labs Inc Com/Com. . . . . . . . . . . . 04962L101 2,813 300000 Sh Sole 300000 Ault Inc/Com. . . . . . . . . . . . . . . . . 051503100 1,325 200000 Sh Sole 200000 Autotote Corp/Com . . . . . . . . . . . . . . 053323101 4,375 1000000 Sh Sole 1000000 Avax Technologies/Com . . . . . . . . . . . . 053495305 2,444 269663 Sh Sole 269663 Avigen Inc/Com. . . . . . . . . . . . . . . . 053690103 1,755 40000 Sh Sole 40000 Bard C R Inc Com/Com. . . . . . . . . . . . . 067383109 11,940 248100 Sh Sole 248100 Battery Technologies Inc/Com. . . . . . . . . 07132T102 73 152800 Sh Sole 152800 Baxter International Inc Usd1 Com/Com. . . . 071813109 19,177 272740 Sh Sole 272740 Bell Microproducts/Com. . . . . . . . . . . . 078137106 919 50000 Sh Sole 50000 Beverly Enterprises Inc/Com . . . . . . . . . 087851309 563 200000 Sh Sole 200000 Bindley Western Industries/Com. . . . . . . . 090324104 661 25000 Sh Sole 25000 Biogen N V Com/Com. . . . . . . . . . . . . . 090597105 903 14000 Sh Sole 14000 Biopure Corp/Com. . . . . . . . . . . . . . . 09065H105 890 47300 Sh Sole 47300 Biosite Diagnostic Inc/Com. . . . . . . . . . 090945106 4,771 99000 Sh Sole 99000 Biosource International/Com . . . . . . . . . 09066H104 2,225 100000 Sh Sole 100000 Biovail Corp Intn'l/Com . . . . . . . . . . . 09067J109 10,855 195800 Sh Sole 195800 Bkf Capital Group/Com . . . . . . . . . . . . 05548G102 278 17500 Sh Sole 17500 Blockbuster Inc./Com. . . . . . . . . . . . . 093679108 21,959 2266700 Sh Sole 2266700 Boston Beer Company/Com . . . . . . . . . . . 100557107 3,041 355100 Sh Sole 355100 Boston Properites Inc/Com . . . . . . . . . . 101121101 12,843 332500 Sh Sole 332500 Braun's Fashions Corp/Com . . . . . . . . . . 105658108 1,412 38500 Sh Sole 38500 Britesmile Inc/Com. . . . . . . . . . . . . . 110415106 90 20000 Sh Sole 20000 Britesmile, Inc Rest C/S/Com. . . . . . . . . 110415981 12,000 3333333 Sh Sole 3333333 Broadcom Corp/Com . . . . . . . . . . . . . . 111320107 276,978 1265100 Sh Sole 1265100 Broadcom Corp Com Rstd/Com. . . . . . . . . . 111320982 222 1402 Sh Sole 1402 Broadwing/Com . . . . . . . . . . . . . . . . 111620100 83,410 3215800 Sh Sole 3215800 Brocade Comm Systems/Com. . . . . . . . . . . 111621108 111,357 606900 Sh Sole 606900 Buffets Inc Com/Com . . . . . . . . . . . . . 119882108 2,538 200000 Sh Sole 200000 Burlington Coat Factory Whse Corp/Com . . . . 121579106 771 71280 Sh Sole 71280 Burlington Resources Inc/Com. . . . . . . . . 122014103 32,597 852200 Sh Sole 852200 Buy.Com/Com . . . . . . . . . . . . . . . . . 124269101 126 25000 Sh Sole 25000 Cable And Wireless Plc Ords/Com . . . . . . . G17416184 112,524 6630000 Sh Sole 6630000 Cablevision Systems Corp/Com. . . . . . . . . 12686C109 17,912 263900 Sh Sole 263900 Cadence Design Systems Inc/Com. . . . . . . . 127387108 3,392 166500 Sh Sole 166500 Cadiz Ld Inc Com/Com. . . . . . . . . . . . . 127537108 1,040 130000 Sh Sole 130000 Caldera Systems/Com . . . . . . . . . . . . . 128780103 1,306 100000 Sh Sole 100000 Calgon Carbon Corp Com/Com. . . . . . . . . . 129603106 775 100000 Sh Sole 100000 Cardima Inc/Com . . . . . . . . . . . . . . . 14147M106 481 405000 Sh Sole 405000 Carter Wallace Inc Com/Com. . . . . . . . . . 146285101 6,038 300000 Sh Sole 300000 Casella Waste Systems/Com . . . . . . . . . . 147448104 2,940 273500 Sh Sole 273500 Catapult Communications/Com . . . . . . . . . 149016107 1,132 112500 Sh Sole 112500 Cbrl Group/Com. . . . . . . . . . . . . . . . 12489V106 2,203 150000 Sh Sole 150000 Celeris Corp/Com. . . . . . . . . . . . . . . 15100K201 35 11666 Sh Sole 11666 Cell Genesys Inc/Com. . . . . . . . . . . . . 150921104 5,130 183200 Sh Sole 183200 Cell Pathways Inc./Com. . . . . . . . . . . . 15114R101 11,029 469300 Sh Sole 469300 Cellstar Corp Com/Com . . . . . . . . . . . . 150925105 253 90900 Sh Sole 90900 Cerner Corp Com/Com . . . . . . . . . . . . . 156782104 1,632 59900 Sh Sole 59900 Charter Communications/Com. . . . . . . . . . 16117M107 46,918 2854300 Sh Sole 2854300 Check Point Software/Com. . . . . . . . . . . M22465104 132,492 625700 Sh Sole 625700 Checkpoint Sys Inc Com/Com. . . . . . . . . . 162825103 263 35000 Sh Sole 35000 Chesapeake Energy Co/Com. . . . . . . . . . . 165167107 4,818 621700 Sh Sole 621700 Childrens Place Retail Stores Inc./Com. . . . 168905107 2,153 105000 Sh Sole 105000 Chinadotcom/Com . . . . . . . . . . . . . . . G2108N109 777 38000 Sh Sole 38000 Churchill Downs/Com . . . . . . . . . . . . . 171484108 2,209 94500 Sh Sole 94500 Ciena Corporation/Com . . . . . . . . . . . . 171779101 160,520 963000 Sh Sole 963000 Cisco Sys Inc Com/Com . . . . . . . . . . . . 17275R102 453,995 7142500 Sh Sole 7142500 Citigroup/Com . . . . . . . . . . . . . . . . 172967101 29,214 484875 Sh Sole 484875 Clearnet Communications/Com . . . . . . . . . 184902104 30,625 1103000 Sh Sole 1103000 Clickaction Inc/Com . . . . . . . . . . . . . 18681E107 2,640 165000 Sh Sole 165000 Cmg Info Services/Com . . . . . . . . . . . . 125750109 61,118 1334080 Sh Sole 1334080 Coherent Inc./Com . . . . . . . . . . . . . . 192479103 21,002 250400 Sh Sole 250400 Coinstar/Com. . . . . . . . . . . . . . . . . 19259P300 604 60000 Sh Sole 60000 Collateral Therapeutics/Com . . . . . . . . . 193921103 970 38250 Sh Sole 38250 Compaq Computer Corp Com/Com. . . . . . . . . 204493100 122,214 4781000 Sh Sole 4781000 Compumed Inc/Com. . . . . . . . . . . . . . . 204914402 106 125000 Sh Sole 125000 Conceptus Inc/Com . . . . . . . . . . . . . . 206016107 1,600 200000 Sh Sole 200000 Cone Mills Corp/Com . . . . . . . . . . . . . 206814105 1,856 300000 Sh Sole 300000 Coorstek/Com. . . . . . . . . . . . . . . . . 217020106 630 13700 Sh Sole 13700 Cott Corp/Com . . . . . . . . . . . . . . . . 22163N106 9,253 1542200 Sh Sole 1542200 Coulter Pharmaceutical Inc/Com. . . . . . . . 222116105 4,924 240200 Sh Sole 240200 Coyote Network Systems/Com. . . . . . . . . . 22406P108 669 127348 Sh Sole 127348 Critical Path/Com . . . . . . . . . . . . . . 22674V100 2,704 46363 Sh Sole 46363 Crystal Systems Solutions Ltd/Com . . . . . . M26763108 236 25000 Sh Sole 25000 Curagen Corporation/Com . . . . . . . . . . . 23126R101 79,661 2092900 Sh Sole 2092900 Curagen Corporation C/S Rstd/Com. . . . . . . 23126R994 91,350 3000000 Sh Sole 3000000 Cv Therapeuticals Inc/Com . . . . . . . . . . 126667104 110,202 1589930 Sh Sole 1589930 Cybercare Inc/Com . . . . . . . . . . . . . . 23243T105 2,479 249100 Sh Sole 249100 Cybercash, Inc/Com. . . . . . . . . . . . . . 232462101 1,188 250000 Sh Sole 250000 Cyberian Outpost/Com. . . . . . . . . . . . . 231914102 722 150000 Sh Sole 150000 Cybersource/Com . . . . . . . . . . . . . . . 23251J106 691 50000 Sh Sole 50000 Cytoclonal Pharmaceutical/Com . . . . . . . . 23282G105 861 85000 Sh Sole 85000 Cytyc Corp/Com. . . . . . . . . . . . . . . . 232946103 12,298 230400 Sh Sole 230400 Daisytek Intl Corp/Com. . . . . . . . . . . . 234053106 2,948 312380 Sh Sole 312380 Davox Corp/Com. . . . . . . . . . . . . . . . 239208101 248 19200 Sh Sole 19200 Ddi Corp/Com. . . . . . . . . . . . . . . . . J11918117 19,831 2058 Sh Sole 2058 Dell Computer Corp Com/Com. . . . . . . . . . 247025109 703,911 14274500 Sh Sole 14274500 Delta Omega Tech Ltd Rstd/Com . . . . . . . . 247782907 46 60739 Sh Sole 60739 Department 56 Inc./Com. . . . . . . . . . . . 249509100 559 50800 Sh Sole 50800 Digital Generation Systems Inc/Com. . . . . . 253921100 32,037 4746178 Sh Sole 4746178 Digital Generation Systems/Rstd Com . . . . . 253921910 1,305 241733 Sh Sole 241733 Digital Island/Com. . . . . . . . . . . . . . 25385N101 4,016 82586 Sh Sole 82586 Diversa Corp/Com. . . . . . . . . . . . . . . 255064107 2,011 60700 Sh Sole 60700 Dura Pharm Inc Com/Com. . . . . . . . . . . . 26632S109 144 10000 Sh Sole 10000 Dusa Pharmaceuticals Inc/Com. . . . . . . . . 266898105 3,944 133700 Sh Sole 133700 E Trade Group Inc/Com . . . . . . . . . . . . 269246104 693 42000 Sh Sole 42000 E Z Corp Inc Cl A/Com . . . . . . . . . . . . 302301106 18 10000 Sh Sole 10000 E.Piphany/Com . . . . . . . . . . . . . . . . 26881V100 2,144 20000 Sh Sole 20000 Earthshell Corp/Com . . . . . . . . . . . . . 27032B100 53 17500 Sh Sole 17500 Ebay Inc/Com. . . . . . . . . . . . . . . . . 278642103 964 17756 Sh Sole 17756 Ebay Inc Com Rstd/Com . . . . . . . . . . . . 278642996 982 18076 Sh Sole 18076 Echo Star Communicat/Com. . . . . . . . . . . 278762109 2,722 82200 Sh Sole 82200 Eclipse Surgical Tec/Com. . . . . . . . . . . 278849104 55 12500 Sh Sole 12500 Eclipsys Corp/Com . . . . . . . . . . . . . . 278856109 98 13125 Sh Sole 13125 Edwards Lifesciences/Com. . . . . . . . . . . 28176E108 20,228 1093388 Sh Sole 1093388 Egghead Inc/Com . . . . . . . . . . . . . . . 282329101 543 185000 Sh Sole 185000 Electro Brain Intl Corp/Com . . . . . . . . . 285062204 - 19500 Sh Sole 19500 Electro Brain Restricted/Com. . . . . . . . . 285062915 - 341665 Sh Sole 341665 Electro Scientific Inds./Com. . . . . . . . . 285229100 2,915 66200 Sh Sole 66200 Electronics For Imaging Inc/Com . . . . . . . 286082102 1,266 50000 Sh Sole 50000 Emcor Group Inc/Com . . . . . . . . . . . . . 29084Q100 17,159 740000 Sh Sole 740000 Employee Solutions/Com. . . . . . . . . . . . 292166105 15 50000 Sh Sole 50000 Endocardial Solutions, Inc./Com . . . . . . . 292962990 1,115 164000 Sh Sole 164000 Ensco International Inc/Com . . . . . . . . . 26874Q100 1,390 38800 Sh Sole 38800 Entremed Inc/Com. . . . . . . . . . . . . . . 29382F103 13,565 453100 Sh Sole 453100 Envirogen Inc/Com . . . . . . . . . . . . . . 294040100 163 80000 Sh Sole 80000 Enzo Biochem Inc/Com. . . . . . . . . . . . . 294100102 2,070 30000 Sh Sole 30000 Ep Medsystems Inc/Com . . . . . . . . . . . . 26881P103 234 48000 Sh Sole 48000 Epitope Inc/Com . . . . . . . . . . . . . . . 294261102 413 30000 Sh Sole 30000 Epress Scripts/Com. . . . . . . . . . . . . . 302182100 1,566 25200 Sh Sole 25200 Esc Medical Systems/Com . . . . . . . . . . . M40868107 3,801 232125 Sh Sole 232125 Eshare Technologies, Inc. Rest Common/Com . . 296428980 230 41007 Sh Sole 41007 Everest Re Group/Com. . . . . . . . . . . . . G3223R108 1,644 50000 Sh Sole 50000 Exodus Communications Inc./Com. . . . . . . . 302088109 6,987 151694 Sh Sole 151694 Exodus Communications Rstd Common/Com . . . . 9J999M740 150 60733 Sh Sole 60733 Ezenia! Inc/Com . . . . . . . . . . . . . . . 302311105 122 27600 Sh Sole 27600 F5 Networks/Com . . . . . . . . . . . . . . . 315616102 682 12500 Sh Sole 12500 Falcon Drilling Company Inc/Com . . . . . . . 74912E101 317 13452 Sh Sole 13452 Female Health Co/Com. . . . . . . . . . . . . 314462102 12 20000 Sh Sole 20000 Fibernet Telecomm/Com . . . . . . . . . . . . 315653105 935 55000 Sh Sole 55000 Fila Holdings Spa/Com . . . . . . . . . . . . 316850106 137 13000 Sh Sole 13000 Filenet Corp/Com. . . . . . . . . . . . . . . 316869106 5,770 314000 Sh Sole 314000 Finish Line Inc/Com . . . . . . . . . . . . . 317923100 1,638 200000 Sh Sole 200000 First Team Sports/Com . . . . . . . . . . . . 337157101 74 35000 Sh Sole 35000 Footstar Inc/Com. . . . . . . . . . . . . . . 344912100 13,300 400000 Sh Sole 400000 Fossil Inc/Com. . . . . . . . . . . . . . . . 349882100 875 45000 Sh Sole 45000 Franco-Nevada Mining Corp Limited/Com . . . . 351860101 356 30800 Sh Sole 30800 Freemarkets/Com . . . . . . . . . . . . . . . 356602102 1,542 32500 Sh Sole 32500 Fresh Del Monte Produce/Com . . . . . . . . . G36738105 344 50000 Sh Sole 50000 Fsi Intl Inc Com/Com. . . . . . . . . . . . . 302633102 748 34500 Sh Sole 34500 Fuelcell Energy Inc/Com . . . . . . . . . . . 35952H106 1,519 22000 Sh Sole 22000 Futurelink Corp. C/S Rest./Com. . . . . . . . 36114Q976 56,387 9806480 Sh Sole 9806480 Gadzoox Networks Inc/Com. . . . . . . . . . . 362555104 274 20000 Sh Sole 20000 Galey & Lord Inc/Com. . . . . . . . . . . . . 36352K103 40 19400 Sh Sole 19400 Garden Botanika Inc/Com . . . . . . . . . . . 364854109 2 10000 Sh Sole 10000 Garden.Com, Inc./Com. . . . . . . . . . . . . 365199108 3,082 1297666 Sh Sole 1297666 Garden.Com, Inc./Com. . . . . . . . . . . . . 365199991 73 38611 Sh Sole 38611 Gardenburger Inc/Com. . . . . . . . . . . . . 365476100 644 114500 Sh Sole 114500 Gateway Inc/Com . . . . . . . . . . . . . . . 367626108 11,520 203000 Sh Sole 203000 Geerlings And Wade/Com. . . . . . . . . . . . 368473104 1,042 343800 Sh Sole 343800 Geltex Pharm Inc/Com. . . . . . . . . . . . . 368538104 3,474 170000 Sh Sole 170000 Gemstar-Tv Guide International/Com. . . . . . 36866W106 160,036 2604200 Sh Sole 2604200 Genentech Inc/Com . . . . . . . . . . . . . . 368710406 132,096 768000 Sh Sole 768000 General Elec Co Usd .63 Com/Com . . . . . . . 369604103 258 4860 Sh Sole 4860 Gentex Corp Com/Com . . . . . . . . . . . . . 371901109 2,010 80000 Sh Sole 80000 Gentiva Health Services/Com . . . . . . . . . 37247A102 4,063 500000 Sh Sole 500000 Genzyme Corp Com/Com. . . . . . . . . . . . . 372917104 12,862 216400 Sh Sole 216400 Genzyme Molecular Oncology Division/Com . . . 372917500 1,110 80000 Sh Sole 80000 Giga Information Group Inc/Com. . . . . . . . 37517M109 4,190 761906 Sh Sole 761906 Gilead Sciences Inc Com/Com . . . . . . . . . 375558103 151,980 2136800 Sh Sole 2136800 Global Crossing Ltd/Com . . . . . . . . . . . G3921A100 55,369 2104300 Sh Sole 2104300 Global Light Telecommunications Inc/Com . . . 37934X100 1,057 96600 Sh Sole 96600 Global Marine Inc./Com. . . . . . . . . . . . 379352404 2,985 105900 Sh Sole 105900 Global Telesystems Group, Inc/Com . . . . . . 37936U104 19,814 1642600 Sh Sole 1642600 Globalstar Telecom/Com. . . . . . . . . . . . G3930H104 14,631 1625720 Sh Sole 1625720 Globespan Inc/Com . . . . . . . . . . . . . . 379571102 17,945 147000 Sh Sole 147000 Gold Fields Ltd/Com . . . . . . . . . . . . . 38059T106 1,181 300000 Sh Sole 300000 Good Guys Inc/Com . . . . . . . . . . . . . . 382091106 2,719 750000 Sh Sole 750000 Goto.Com Inc/Com. . . . . . . . . . . . . . . 38348T107 766 50000 Sh Sole 50000 Gp Strategies Corp/Com. . . . . . . . . . . . 36225V104 1,259 265000 Sh Sole 265000 Graham-Field Health Products Inc/Com. . . . . 384632105 3 24000 Sh Sole 24000 Green Mountain Coffee/Com . . . . . . . . . . 393122106 1,744 100000 Sh Sole 100000 Guess Inc/Com . . . . . . . . . . . . . . . . 401617105 644 46000 Sh Sole 46000 Guest Supply Inc/Com. . . . . . . . . . . . . 401630108 4,547 250000 Sh Sole 250000 Guidant Corp/Com. . . . . . . . . . . . . . . 401698105 375 7583 Sh Sole 7583 Guitar Center Inc/Com . . . . . . . . . . . . 402040109 315 30000 Sh Sole 30000 Harmony Gold Mining Ltd/Com . . . . . . . . . 413216300 556 100000 Sh Sole 100000 Hasbro Inc/Com. . . . . . . . . . . . . . . . 4183260OI 1,506 100000 Sh Sole 100000 Health Care Service Group/Com . . . . . . . . 421906108 4,032 896100 Sh Sole 896100 Health Management Systems Inc/Com . . . . . . 42219M100 31 10000 Sh Sole 10000 Health Mgmt Assoc Inc Cl A/Com. . . . . . . . 421933102 6,327 484400 Sh Sole 484400 Healthsouth Corp/Com. . . . . . . . . . . . . 421924101 4,496 625516 Sh Sole 625516 Heartport Inc/Com . . . . . . . . . . . . . . 421969106 58 20000 Sh Sole 20000 Hecxel Corp/Com . . . . . . . . . . . . . . . 428291108 950 100000 Sh Sole 100000 Hemasure Inc./Com . . . . . . . . . . . . . . 423504109 750 150000 Sh Sole 150000 Hemispherix Biopharmaceutical/Com . . . . . . 42366C103 481 85500 Sh Sole 85500 Hewlett Packard Co Usd1 Com/Com. . . . . . . 428236103 325 2600 Sh Sole 2600 Hibbett Sporting Gds/Com. . . . . . . . . . . 428565105 1,880 80000 Sh Sole 80000 Hollinger International Inc/Com . . . . . . . 435569108 5,450 400000 Sh Sole 400000 Hologic Inc Com/Com . . . . . . . . . . . . . 436440101 531 78700 Sh Sole 78700 Homeseekers.Com Inc/Com . . . . . . . . . . . 437605108 808 266667 Sh Sole 266667 Homestake Mining Co Usd Com/Com . . . . . . . 437614100 2,063 300000 Sh Sole 300000 Homestore.Com Inc./Com. . . . . . . . . . . . 437852106 2,043 70000 Sh Sole 70000 Human Genome Science Inc/Com. . . . . . . . . 444903108 4,001 30000 Sh Sole 30000 Humana Inc/Com. . . . . . . . . . . . . . . . 444859102 488 100000 Sh Sole 100000 Icg Communications/Com. . . . . . . . . . . . 449246107 80,093 3630300 Sh Sole 3630300 Icn Pharmacuticals/Com. . . . . . . . . . . . 448924100 33,770 1214200 Sh Sole 1214200 Ict Group Inc/Com . . . . . . . . . . . . . . 44929Y101 2,980 311600 Sh Sole 311600 Icu Med Inc Com/Com . . . . . . . . . . . . . 44930G107 270 10000 Sh Sole 10000 Idec Pharmaceuticals Corp./Com. . . . . . . . 449370105 168,578 1437000 Sh Sole 1437000 Idx Systems Corp./Com . . . . . . . . . . . . 449491109 38,530 2727800 Sh Sole 2727800 Iflow Corp/Com. . . . . . . . . . . . . . . . 449520303 518 180000 Sh Sole 180000 Impath Inc./Com . . . . . . . . . . . . . . . 45255G101 6,239 115000 Sh Sole 115000 Ims Health Inc/Com. . . . . . . . . . . . . . 449934108 1,274 70800 Sh Sole 70800 In Focus Systems Inc/Com. . . . . . . . . . . 45665B106 6,438 200000 Sh Sole 200000 Inamed Corp/Com . . . . . . . . . . . . . . . 453235103 5,098 139200 Sh Sole 139200 Incyte Genomics, Inc./Com . . . . . . . . . . 45337C102 203,266 2473200 Sh Sole 2473200 Infonet Systems/Com . . . . . . . . . . . . . 45666T106 26,544 2223600 Sh Sole 2223600 Informix Corp Com/Com . . . . . . . . . . . . 456779107 4,816 647500 Sh Sole 647500 Infospace.Com Inc/Com . . . . . . . . . . . . 45678T102 22,321 404000 Sh Sole 404000 Infosys Technologies/Com. . . . . . . . . . . 456788108 2,659 15000 Sh Sole 15000 Ingram Micro Inc/Com. . . . . . . . . . . . . 457153104 3,226 185000 Sh Sole 185000 Inkine Pharmaceutical Co./Com . . . . . . . . 457214104 244 50000 Sh Sole 50000 Innerdyne/Com . . . . . . . . . . . . . . . . 45764D102 811 110000 Sh Sole 110000 Insmed Inc/Com. . . . . . . . . . . . . . . . 457669109 21,451 6600354 Sh Sole 6600354 Integrated Device Technology Inc/Com. . . . . 458118106 2,497 41700 Sh Sole 41700 Integrated Silicon Solution Inc/Com . . . . . 45812P107 3,800 100000 Sh Sole 100000 Intel Corp Com/Com. . . . . . . . . . . . . . 458140100 126,682 947600 Sh Sole 947600 International Business Machines/Com . . . . . 459200101 127,750 1166000 Sh Sole 1166000 Internet Security Systems/Com . . . . . . . . 46060X107 19,253 195000 Sh Sole 195000 Interwoven/Com. . . . . . . . . . . . . . . . 46114T102 5,389 49000 Sh Sole 49000 Intrawave Inc/Com . . . . . . . . . . . . . . 46118M103 643 40000 Sh Sole 40000 Invivo Corp/Com . . . . . . . . . . . . . . . 461858102 2,706 246000 Sh Sole 246000 Iridex Corp/Com . . . . . . . . . . . . . . . 462684101 638 50000 Sh Sole 50000 Iridium World Communications Ltd/Com. . . . . G49398103 40 50000 Sh Sole 50000 J. Jill Group/Com . . . . . . . . . . . . . . 466189107 650 100000 Sh Sole 100000 Jack In The Box/Com . . . . . . . . . . . . . 466367109 1,231 50000 Sh Sole 50000 Jds Uniphase Corp/Com . . . . . . . . . . . . 46612J101 298,800 2492600 Sh Sole 2492600 Jones Medical Indust/Com. . . . . . . . . . . 480236108 1,348 33750 Sh Sole 33750 Juniper Networks/Com. . . . . . . . . . . . . 48203R104 390,377 2681854 Sh Sole 2681854 Kana Communications/Com . . . . . . . . . . . 483600102 4,006 64740 Sh Sole 64740 Kdd Corp Ords/Com . . . . . . . . . . . . . . 9T9431113 991 9800 Sh Sole 9800 Kensey Nash Corp/Com. . . . . . . . . . . . . 490057106 445 40000 Sh Sole 40000 Keravision Inc/Com. . . . . . . . . . . . . . 492061106 140 29000 Sh Sole 29000 Keynote Systems Inc/Com . . . . . . . . . . . 493308100 6,915 98000 Sh Sole 98000 Kla Instrs Corp Com/Com . . . . . . . . . . . 482480100 227,416 3883300 Sh Sole 3883300 Komag Inc Com/Com . . . . . . . . . . . . . . 500453105 269 153600 Sh Sole 153600 Laboratory Corporation Of America/Com . . . . 50540R409 19,105 247710 Sh Sole 247710 Lam Resh Corp Com/Com . . . . . . . . . . . . 512807108 24,368 649800 Sh Sole 649800 Laser Photonics, Inc./Com . . . . . . . . . . 517903308 9,593 604255 Sh Sole 604255 Laser Technology Inc Com New/Com. . . . . . . 518074208 79 52500 Sh Sole 52500 Laserscope/Com. . . . . . . . . . . . . . . . 518081104 73 47500 Sh Sole 47500 Lasersight Inc/Com. . . . . . . . . . . . . . 517924106 1,716 450000 Sh Sole 450000 Lcc International/Com . . . . . . . . . . . . 501810105 3,892 142500 Sh Sole 142500 Lernout And Hauspie Speech Products/Com . . . B5628B104 5,288 120000 Sh Sole 120000 Lhs Group Inc/Com . . . . . . . . . . . . . . 501938104 1,725 50000 Sh Sole 50000 Lifeline Systems Inc./Com . . . . . . . . . . 532192101 6,860 490000 Sh Sole 490000 Lifepoint Hospitals Inc/Com . . . . . . . . . 53219L109 17,112 769100 Sh Sole 769100 Lincare Holdings Inc/Com. . . . . . . . . . . 532791100 2,463 100000 Sh Sole 100000 Linear Tech Corp/Com. . . . . . . . . . . . . 535678106 45,933 718400 Sh Sole 718400 Lsi Logic Corp Com/Com. . . . . . . . . . . . 502161102 79,456 1468000 Sh Sole 1468000 Lucent Technologies/Com . . . . . . . . . . . 549463107 73,773 1245113 Sh Sole 1245113 Lunar Corp/Com. . . . . . . . . . . . . . . . 550362107 628 37500 Sh Sole 37500 Macrochem Corp/Com. . . . . . . . . . . . . . 555903103 48 10000 Sh Sole 10000 Macromedia/Com. . . . . . . . . . . . . . . . 556100105 80,995 837700 Sh Sole 837700 Magna Entertainment/Com . . . . . . . . . . . 559211107 4,235 650000 Sh Sole 650000 Manufactureser Services Ltc/Com . . . . . . . 565005105 1,378 67000 Sh Sole 67000 Marisa Christina Inc./Com . . . . . . . . . . 570268102 22 12500 Sh Sole 12500 Martha Stewart Living Omnimedia Inc/Com . . . 573083102 2,860 130000 Sh Sole 130000 Mattel Inc Com/Com. . . . . . . . . . . . . . 577081102 4,504 341500 Sh Sole 341500 Maverick Tube Corp/Com. . . . . . . . . . . . 577914104 728 25000 Sh Sole 25000 Maxicare New/Com. . . . . . . . . . . . . . . 577904204 875 1000000 Sh Sole 1000000 Mckesson Hboc Corp/Com. . . . . . . . . . . . 58155Q103 627 29940 Sh Sole 29940 Mcleod Inc/Com. . . . . . . . . . . . . . . . 582266102 37,132 1794877 Sh Sole 1794877 Mechanical Technology/Com . . . . . . . . . . 583538103 4,275 285000 Sh Sole 285000 Medarex Inc/Com . . . . . . . . . . . . . . . 583916101 4,132 48900 Sh Sole 48900 Media 100 Inc/Com . . . . . . . . . . . . . . 58440W105 2,060 80000 Sh Sole 80000 Mediaplex Inc/Com . . . . . . . . . . . . . . 58446B105 2,728 141280 Sh Sole 141280 Mediaplex Rstd/Com. . . . . . . . . . . . . . 58446B980 25,822 1671309 Sh Sole 1671309 Medtronic Inc Usd.10 Com/Com . . . . . . . . 585055106 11,238 225602 Sh Sole 225602 Memotec Comm Inc/Com. . . . . . . . . . . . . 585909104 711 619250 Sh Sole 619250 Mercury Interactive Corp/Com. . . . . . . . . 589405109 90,461 935000 Sh Sole 935000 Merill Lynch Holders Trust/Com. . . . . . . . 46059W102 32,475 300000 Sh Sole 300000 Merisel Inc Com/Com . . . . . . . . . . . . . 589849108 17 23300 Sh Sole 23300 Messagemedia, Inc Restricted C/S/Com. . . . . 590787990 6,588 2352942 Sh Sole 2352942 Messagemedia, Inc./Com. . . . . . . . . . . . 590787107 1,707 487805 Sh Sole 487805 Methanex/Com. . . . . . . . . . . . . . . . . 59151K108 766 225000 Sh Sole 225000 Metlife Inc/Com . . . . . . . . . . . . . . . 59156R108 2,106 100000 Sh Sole 100000 Metromedia Intl Group/Com . . . . . . . . . . 591695101 950 200089 Sh Sole 200089 Mgi Pharmaceuticals Inc/Com . . . . . . . . . 552880106 2,008 69800 Sh Sole 69800 Miami Computer Supply/Com . . . . . . . . . . 55270M108 2,588 100000 Sh Sole 100000 Micro Therapeutics Inc/Com. . . . . . . . . . 59500W100 7,019 1369600 Sh Sole 1369600 Micron Technology Inc Com/Com . . . . . . . . 595112103 498,548 5661300 Sh Sole 5661300 Millenium Pharmaceuticals/Com . . . . . . . . 599902103 8,174 73068 Sh Sole 73068 Misonix Inc/Com . . . . . . . . . . . . . . . 604871103 238 30000 Sh Sole 30000 Mobile Mini Inc/Com . . . . . . . . . . . . . 60740F105 15,766 714600 Sh Sole 714600 Monery Pasta Co/Com . . . . . . . . . . . . . 612570101 84 20000 Sh Sole 20000 Morrison Health Care, Inc./Com. . . . . . . . 618459101 3,101 110000 Sh Sole 110000 Motorola Inc Com/Com. . . . . . . . . . . . . 620076109 8,719 300000 Sh Sole 300000 Mp3.Com Inc/Com . . . . . . . . . . . . . . . 62473M109 1,356 100000 Sh Sole 100000 Mylan Labs Inc Com/Com. . . . . . . . . . . . 628530107 586 32100 Sh Sole 32100 National Data Corp/Com. . . . . . . . . . . . 635621105 12,524 544500 Sh Sole 544500 National Research Co/Com. . . . . . . . . . . 637372103 1,025 200000 Sh Sole 200000 National Techteam Inc/Com . . . . . . . . . . 638108100 795 225000 Sh Sole 225000 Navarre Corporation/Com . . . . . . . . . . . 639208107 694 528400 Sh Sole 528400 Nbty Inc/Com. . . . . . . . . . . . . . . . . 628782104 1,976 310000 Sh Sole 310000 Ncs Healthcare Inc/Com. . . . . . . . . . . . 628874109 100 133000 Sh Sole 133000 Neoforma.Com/Com. . . . . . . . . . . . . . . 640475109 204 29000 Sh Sole 29000 Neotherapeutics Inc/Com . . . . . . . . . . . 640656104 188 17600 Sh Sole 17600 Net Bank Inc./Com . . . . . . . . . . . . . . 640933107 1,866 150000 Sh Sole 150000 Net.Genesis Corporation/Com . . . . . . . . . 64107E107 903 50000 Sh Sole 50000 Netegrity Inc/Com . . . . . . . . . . . . . . 64110P107 147,701 1961179 Sh Sole 1961179 Netegrity, Inc Rstd C/S/Com . . . . . . . . . 64110P909 90,422 1500786 Sh Sole 1500786 Network Peripherals/Com . . . . . . . . . . . 64121R100 462 27600 Sh Sole 27600 New Frontier Media/Com. . . . . . . . . . . . 644398109 1,463 200000 Sh Sole 200000 Newmont Mining Corp/Com . . . . . . . . . . . 651639106 7,569 350000 Sh Sole 350000 Nexmed Inc/Com. . . . . . . . . . . . . . . . 652903105 950 100000 Sh Sole 100000 Nextel Communications Inc/Com . . . . . . . . 65332V103 203,932 3332900 Sh Sole 3332900 Nextel Partners Cl A/Com. . . . . . . . . . . 65333F107 10,583 325000 Sh Sole 325000 Nokia Corp/Com. . . . . . . . . . . . . . . . 654902204 51,735 1036000 Sh Sole 1036000 Nortel Networks Corp/Com. . . . . . . . . . . 656568102 201,877 2957904 Sh Sole 2957904 Nova Measuring Devices/Com. . . . . . . . . . M7516K103 803 50000 Sh Sole 50000 Novadigme/Com . . . . . . . . . . . . . . . . 669937104 593 30000 Sh Sole 30000 Novamed Eyecare Inc/Com . . . . . . . . . . . 66986W108 441 50000 Sh Sole 50000 Novametrix Medical Systems Inc/Com. . . . . . 669870107 981 163500 Sh Sole 163500 Novavax Inc/Com . . . . . . . . . . . . . . . 670002104 1,009 138000 Sh Sole 138000 Novel Denim Holdings Ltd/Com. . . . . . . . . G6674P109 234 50000 Sh Sole 50000 Novellus Systems Inc Com/Com. . . . . . . . . 670008101 12,387 219000 Sh Sole 219000 Nvr Inc/Com . . . . . . . . . . . . . . . . . 62944T105 684 12000 Sh Sole 12000 Oglebay Norton Inc/Com. . . . . . . . . . . . 677007106 2,550 100000 Sh Sole 100000 Omi Corp/Com. . . . . . . . . . . . . . . . . Y6476W104 2,175 400000 Sh Sole 400000 Omnicare Inc Com/Com. . . . . . . . . . . . . 681904108 1,586 175000 Sh Sole 175000 Oneida Ltd/Com. . . . . . . . . . . . . . . . 682505102 2,769 156000 Sh Sole 156000 Onesource Information Services/Com. . . . . . 68272J106 1,125 150000 Sh Sole 150000 Onvia.Com/Com . . . . . . . . . . . . . . . . 68338T106 173 20000 Sh Sole 20000 Ora Pharma Inc/Com. . . . . . . . . . . . . . 68554E106 500 50000 Sh Sole 50000 Oratec Intervention/Com . . . . . . . . . . . 68554M108 3,454 103500 Sh Sole 103500 Oratec Interventions, Inc Rstd Common/Com . . 68554M959 36,797 1378157 Sh Sole 1378157 Ortec International/Com . . . . . . . . . . . 68749B108 7,670 796926 Sh Sole 796926 Ortec International Rstd/Com. . . . . . . . . 68749B991 9,800 1272728 Sh Sole 1272728 Orthologic Corp/Com . . . . . . . . . . . . . 68750J107 123 25000 Sh Sole 25000 Osicom Tech/Com . . . . . . . . . . . . . . . 688271501 6,347 75000 Sh Sole 75000 Ostex International/Com . . . . . . . . . . . 68859Q101 88 40000 Sh Sole 40000 Overland Data Inc/Com . . . . . . . . . . . . 690213103 971 70000 Sh Sole 70000 Pacific Gateway Exchange Inc/Com. . . . . . . 694327107 596 175000 Sh Sole 175000 Palex Corp/Com. . . . . . . . . . . . . . . . 701630105 2,528 60000 Sh Sole 60000 Palomar Medical Tech/Com. . . . . . . . . . . 697529303 56 25714 Sh Sole 25714 Paradigm Genetics/Com . . . . . . . . . . . . 69900R106 1,828 150000 Sh Sole 150000 Paradyne Networks Inc/Com . . . . . . . . . . 69911G107 1,303 40000 Sh Sole 40000 Park Electrochemical Corporation/Com. . . . . 700416209 801 22200 Sh Sole 22200 Pe Corp - Celera Genomics Group/Com . . . . . 69332S201 5,838 63452 Sh Sole 63452 Pe Corp - Re Biosystems Group/Com . . . . . . 69332S102 9,421 143008 Sh Sole 143008 Pediatrix Medical Group Inc/Com . . . . . . . 705324101 4,185 360000 Sh Sole 360000 Penn National Gaming Inc/Com. . . . . . . . . 707569109 1,363 100000 Sh Sole 100000 Penwest Pharmaceutical/Com. . . . . . . . . . 709754105 2,498 248270 Sh Sole 248270 Peoples Tele Co Com/Com . . . . . . . . . . . 73936C109 709 10000 Sh Sole 10000 Peoplesoft Inc Com/Com. . . . . . . . . . . . 712713106 6,714 400850 Sh Sole 400850 Per-Se Technologies, Inc/Com. . . . . . . . . 713569309 101 10732 Sh Sole 10732 Petroleum Geo Svcs Spon Adr/Com . . . . . . . 716597109 6,013 352400 Sh Sole 352400 Pfizer Inc Com/Com. . . . . . . . . . . . . . 717081103 101,995 2124900 Sh Sole 2124900 Pharmacyclics Inc./Com. . . . . . . . . . . . 716933106 51,515 844500 Sh Sole 844500 Phillips Van Heusen/Com . . . . . . . . . . . 718592108 950 100000 Sh Sole 100000 Physiometrix/Com. . . . . . . . . . . . . . . 718928104 4,097 185190 Sh Sole 185190 Pier One/Com. . . . . . . . . . . . . . . . . 720279108 975 100000 Sh Sole 100000 Pioneer Standard/Com. . . . . . . . . . . . . 723877106 1,475 100000 Sh Sole 100000 Pixar/Com . . . . . . . . . . . . . . . . . . 725811103 793 22500 Sh Sole 22500 Platroncs/Com . . . . . . . . . . . . . . . . 727493108 4,043 35000 Sh Sole 35000 Plug Power Inc/Com. . . . . . . . . . . . . . 72919P103 938 15000 Sh Sole 15000 Pmc Sierra Inc/Com. . . . . . . . . . . . . . 69344F106 174,933 984500 Sh Sole 984500 Praecis Pharmaceuticals/Com . . . . . . . . . 739421105 1,394 50000 Sh Sole 50000 Presstek Inc/Com. . . . . . . . . . . . . . . 741113104 326 20000 Sh Sole 20000 Priceline.Com/Com . . . . . . . . . . . . . . 741503106 120,714 3178000 Sh Sole 3178000 Primacom Ag Npv Ords/Com. . . . . . . . . . . 0D6259107 4,868 108600 Sh Sole 108600 Printronix/Com. . . . . . . . . . . . . . . . 742578107 402 30600 Sh Sole 30600 Psinet/Com. . . . . . . . . . . . . . . . . . 74437C101 1,696 67500 Sh Sole 67500 Purchase Pro.Com Inc/Com. . . . . . . . . . . 746144104 20,664 504000 Sh Sole 504000 Pyramid Breweries Inc/Com . . . . . . . . . . 747135101 41 25000 Sh Sole 25000 Qlt Phototherapeutics/Com . . . . . . . . . . 746927102 16,305 210900 Sh Sole 210900 Qualcomm Inc/Com. . . . . . . . . . . . . . . 747525103 16,317 271954 Sh Sole 271954 Quality Dining Inc/Com. . . . . . . . . . . . 74756P105 66 20000 Sh Sole 20000 Qualstar Corp/Com . . . . . . . . . . . . . . 74758R109 766 100000 Sh Sole 100000 Quantum Corp - Dlt & Storage Systems Grp/Com. 747906204 5,131 529600 Sh Sole 529600 Quantum Corp - Hard Disk Drive Group/Com. . . 747906303 2,929 264800 Sh Sole 264800 Quintel Communications Inc/Com. . . . . . . . 748762101 421 137500 Sh Sole 137500 Radisys Corp/Com. . . . . . . . . . . . . . . 750459109 426 7500 Sh Sole 7500 Rambus Inc/Com. . . . . . . . . . . . . . . . 750917106 314,768 3056000 Sh Sole 3056000 Rare Hospitality/Com. . . . . . . . . . . . . 753820109 1,130 40000 Sh Sole 40000 Ratexchange Inc Rstd Common Stock/Com . . . . 754091981 808 166667 Sh Sole 166667 Razorfish Inc./Com. . . . . . . . . . . . . . 755236106 3,132 195000 Sh Sole 195000 Read-Rite Corp Usd C Om/Com . . . . . . . . . 755246105 1,578 711100 Sh Sole 711100 Red Hat Inc/Com . . . . . . . . . . . . . . . 756577102 2,436 90000 Sh Sole 90000 Redhook Ale Brewery/Com . . . . . . . . . . . 757473103 124 72000 Sh Sole 72000 Reebok Intl Ltd Com/Com . . . . . . . . . . . 758110100 11,156 700000 Sh Sole 700000 Rehabcare Group/Com . . . . . . . . . . . . . 759148109 5,450 200000 Sh Sole 200000 Renaissance Worldwide Inc/Com . . . . . . . . 75968A109 50 32000 Sh Sole 32000 Respironics Inc/Com . . . . . . . . . . . . . 761230101 1,350 75000 Sh Sole 75000 Restoration Hardware/Com. . . . . . . . . . . 760981100 330 60000 Sh Sole 60000 Richardson Electric/Com . . . . . . . . . . . 763165107 1,606 100000 Sh Sole 100000 Rli Corp/Com. . . . . . . . . . . . . . . . . 749607107 1,738 50000 Sh Sole 50000 Rmh Teleservices/Com. . . . . . . . . . . . . 749938106 3,872 262500 Sh Sole 262500 Robotic Vision Systems/Com. . . . . . . . . . 771074101 900 50000 Sh Sole 50000 Roctest Ltd/Com . . . . . . . . . . . . . . . 774903108 141 10000 Sh Sole 10000 Rohn Industries Inc/Com . . . . . . . . . . . 775381106 2,531 600000 Sh Sole 600000 Rowecom Inc/Com . . . . . . . . . . . . . . . 77957X108 296 60000 Sh Sole 60000 Russell Corp/Com. . . . . . . . . . . . . . . 782352108 4,000 200000 Sh Sole 200000 S 3 Inc Com/Com . . . . . . . . . . . . . . . 784849101 13,900 942400 Sh Sole 942400 Sagent Technology Inc./Com. . . . . . . . . . 786693101 713 50000 Sh Sole 50000 Saks Holdings Inc/Com . . . . . . . . . . . . 79377W108 172 16400 Sh Sole 16400 Salton Inc/Com. . . . . . . . . . . . . . . . 795757103 6,232 169000 Sh Sole 169000 Sanchez Computer Corp/Com . . . . . . . . . . 799702105 1,188 50000 Sh Sole 50000 Sanmina Corp Com/Com. . . . . . . . . . . . . 800907107 78,488 917988 Sh Sole 917988 Sbc Communications/Com. . . . . . . . . . . . 78387G103 79,109 1829100 Sh Sole 1829100 Sbs Broadcating Sa/Com. . . . . . . . . . . . L8137F102 1,472 27000 Sh Sole 27000 Sci Systems Inc./Com. . . . . . . . . . . . . 783890106 13,402 342000 Sh Sole 342000 Sciclone Pharmaceuticals Inc/Com. . . . . . . 80862K104 5,822 450000 Sh Sole 450000 Sciquest.Com/Com. . . . . . . . . . . . . . . 80908Q107 915 80000 Sh Sole 80000 Score Board Inc/Com . . . . . . . . . . . . . 809173206 - 10000 Sh Sole 10000 Seagate Technology/Com. . . . . . . . . . . . 811804103 29,508 536500 Sh Sole 536500 Secure Computing Corp./Com. . . . . . . . . . 813705100 564 30000 Sh Sole 30000 Sensormatic Elec/Com. . . . . . . . . . . . . 817265101 1,317 83300 Sh Sole 83300 Sequenom/Com. . . . . . . . . . . . . . . . . 817337108 2,269 50000 Sh Sole 50000 Shared Medical/Com. . . . . . . . . . . . . . 819486101 1,648 22600 Sh Sole 22600 Shared Technologies Cellular, Inc./Com. . . . 819487109 250 100000 Sh Sole 100000 Shire Pharmaceutical Group Plc Spons Adr/Com. 82481R106 2,921 56302 Sh Sole 56302 Siebel Systems Inc/Com. . . . . . . . . . . . 826170102 13,085 80000 Sh Sole 80000 Silverstream Software/Com . . . . . . . . . . 827907106 32,587 564274 Sh Sole 564274 Sitel Corporation/Com . . . . . . . . . . . . 82980K107 4,536 918700 Sh Sole 918700 Smallworldwide Adr/Com. . . . . . . . . . . . 83168P108 1,563 125000 Sh Sole 125000 Softnet Systems Inc/Com . . . . . . . . . . . 833964109 1,444 150000 Sh Sole 150000 Software.Com/Com. . . . . . . . . . . . . . . 83402P104 12,728 98000 Sh Sole 98000 Sonera Oyj Eu Ords/Com. . . . . . . . . . . . 990003KG9 4,554 100000 Sh Sole 100000 Sonic Foundry/Com . . . . . . . . . . . . . . 83545R108 1,470 70000 Sh Sole 70000 Sprint Corp Pcs Group/Com . . . . . . . . . . 852061506 20,986 352700 Sh Sole 352700 St. Jude Medical Inc/Com. . . . . . . . . . . 790849103 19,644 428200 Sh Sole 428200 Startec Global Comm Corp/Com. . . . . . . . . 85569E103 1,283 120000 Sh Sole 120000 Startec Global Comm Corp /Rstd Com. . . . . . 85569E954 1,069 100000 Sh Sole 100000 Steelcase Inc/Com . . . . . . . . . . . . . . 858155203 1,700 100000 Sh Sole 100000 Stericycle Inc/Com. . . . . . . . . . . . . . 858912108 4,596 191500 Sh Sole 191500 Stewart & Stevenson Services Inc/Com. . . . . 860342104 753 50000 Sh Sole 50000 Stm Microelectronics/Com. . . . . . . . . . . 861012102 12,324 192000 Sh Sole 192000 Summit Tech/Com . . . . . . . . . . . . . . . 86627E101 189 10000 Sh Sole 10000 Sunrise Tech Inc Com/Com. . . . . . . . . . . 86769L103 6,157 615700 Sh Sole 615700 Superconductor Technology/Com . . . . . . . . 867931107 4,128 105000 Sh Sole 105000 Sybase Inc Com/Com. . . . . . . . . . . . . . 871130100 4,600 200000 Sh Sole 200000 Sycamore Networks Inc/Com . . . . . . . . . . 871206108 9,090 82358 Sh Sole 82358 Symphonix Devices/Com . . . . . . . . . . . . 871951109 74 15000 Sh Sole 15000 Taco Cabana/Com . . . . . . . . . . . . . . . 873425102 828 125000 Sh Sole 125000 Taiwan Semiconductor Adr (New)/Com. . . . . . 874039209 37,765 973000 Sh Sole 973000 Taiwan Semiconductor Manuf Adr/Com. . . . . . 874039100 72,552 1872300 Sh Sole 1872300 Tech Data Corp Com/Com. . . . . . . . . . . . 878237106 13,069 300000 Sh Sole 300000 Technology Solutions Co/Com. . . . . . . . . 87872T108 111 17887 Sh Sole 17887 Telecel Comm Pessoas Sa/Com . . . . . . . . . 990004079 3,185 210000 Sh Sole 210000 Telecom Italia Mobile Savings Shares/Com. . . 990002ES2 26,461 5264550 Sh Sole 5264550 Telefonos De Mexico Sa Spons Adr Se/Com . . . 879403780 22,250 389500 Sh Sole 389500 Telesystem International Wireless/Com . . . . 879946101 1,138 61500 Sh Sole 61500 Teletech Inc/Com. . . . . . . . . . . . . . . 879939106 9,319 300000 Sh Sole 300000 Teletek/Com . . . . . . . . . . . . . . . . . 879905404 - 27500 Sh Sole 27500 Tellabs Inc Com/Com . . . . . . . . . . . . . 879664100 23,474 343000 Sh Sole 343000 Telxon Corp/Com . . . . . . . . . . . . . . . 879700102 7,552 422500 Sh Sole 422500 Terra Networks Sa Ords/Com. . . . . . . . . . E90517108 966 25000 Sh Sole 25000 The Judge Group Inc/Com . . . . . . . . . . . 481271104 101 53900 Sh Sole 53900 Time Warner Telecom Inc/Com . . . . . . . . . 887319101 105,910 1645200 Sh Sole 1645200 Titan Pharmaceuticals Inc/Com . . . . . . . . 888314101 1,075 25000 Sh Sole 25000 Tmp Worldwide Inc/Com . . . . . . . . . . . . 872941109 69,236 938000 Sh Sole 938000 Transact Technologies Inc/Com . . . . . . . . 892918103 5,170 475400 Sh Sole 475400 Trega Biosciences Inc Rstd C/S/Com. . . . . . 894699982 765 300000 Sh Sole 300000 Tremont Advisers Inc Cl B Com/Com . . . . . . 894729201 883 82140 Sh Sole 82140 Triad Hospitals Inc/Com . . . . . . . . . . . 89579K109 13,649 564300 Sh Sole 564300 Trident Microsystems Inc Com/Com. . . . . . . 895919108 900 100000 Sh Sole 100000 Trikon Tech Inc/Com . . . . . . . . . . . . . 896187101 2,090 110000 Sh Sole 110000 Trimedyne Inc Com/Com . . . . . . . . . . . . 896259108 87 36500 Sh Sole 36500 Tripath Imaging/Com . . . . . . . . . . . . . 896942109 3,953 642100 Sh Sole 642100 Tropical Sportswear Int'l Corp/Com. . . . . . 89708P102 1,663 95000 Sh Sole 95000 Tularik Inc/Com . . . . . . . . . . . . . . . 899165104 3,643 123500 Sh Sole 123500 Turbochef Inc/Com . . . . . . . . . . . . . . 900006107 459 100000 Sh Sole 100000 Tut Systems Inc./Com. . . . . . . . . . . . . 901103101 1,721 30000 Sh Sole 30000 Tv Guide Inc/Com. . . . . . . . . . . . . . . 87307Q109 24,766 723100 Sh Sole 723100 Tyco International Ltd/Com. . . . . . . . . . 902124106 825 17417 Sh Sole 17417 Unifi Inc/Com . . . . . . . . . . . . . . . . 904677101 1,238 100000 Sh Sole 100000 Unitedblobal.Com/Com. . . . . . . . . . . . . 913247508 84,795 1813800 Sh Sole 1813800 Us West/Com . . . . . . . . . . . . . . . . . 91273H101 92,104 1074100 Sh Sole 1074100 Usa Detergents/Com. . . . . . . . . . . . . . 902938109 120 40000 Sh Sole 40000 Usa Networks Inc/Com. . . . . . . . . . . . . 902984103 88,496 4092300 Sh Sole 4092300 Usinternetworking Inc/Com . . . . . . . . . . 917311805 1,533 75000 Sh Sole 75000 Utilx Corp/Com. . . . . . . . . . . . . . . . 918031105 679 115000 Sh Sole 115000 V F Corp/Com. . . . . . . . . . . . . . . . . 918204108 5,477 230000 Sh Sole 230000 Valinux Systems/Com . . . . . . . . . . . . . 91819B105 1,290 30000 Sh Sole 30000 Valmont Industries Inc/Com. . . . . . . . . . 920253101 7,950 400000 Sh Sole 400000 Varian Medical Systems/Com. . . . . . . . . . 92220P105 20,560 525500 Sh Sole 525500 Venator Group/Com . . . . . . . . . . . . . . 922944103 25,625 2500000 Sh Sole 2500000 Ventana Medical Systems Inc/Com . . . . . . . 92276H106 1,998 85000 Sh Sole 85000 Ventro Corp/Com . . . . . . . . . . . . . . . 922815105 1,133 60000 Sh Sole 60000 Veritas Software Corp/Com . . . . . . . . . . 923436109 145,553 1287900 Sh Sole 1287900 Versign Inc Com/Com . . . . . . . . . . . . . 92343E102 473,722 2683979 Sh Sole 2683979 Verticalnet/Com . . . . . . . . . . . . . . . 92532L107 1,773 48000 Sh Sole 48000 Viacom Inc Com Non-Vtg/Com. . . . . . . . . . 925524308 7,910 116000 Sh Sole 116000 Vialog Corp/Com . . . . . . . . . . . . . . . 92552X106 58 15000 Sh Sole 15000 Vicor Corp/Com. . . . . . . . . . . . . . . . 925815102 6,963 200000 Sh Sole 200000 Vidamed Inc/Com . . . . . . . . . . . . . . . 926530106 103 50000 Sh Sole 50000 Vignette Corp/Com . . . . . . . . . . . . . . 926734104 52,016 1000000 Sh Sole 1000000 Vitalcom/Com. . . . . . . . . . . . . . . . . 927917104 24 15000 Sh Sole 15000 Vitria Technology Inc/Com . . . . . . . . . . 92849Q104 25,795 422000 Sh Sole 422000 Vivus Inc/Com . . . . . . . . . . . . . . . . 928551100 6,972 1005000 Sh Sole 1005000 Vodafone Airtouch Plc/Com . . . . . . . . . . 748997129 105,515 26055697 Sh Sole 26055697 Voicestream Wireless Corp/Com . . . . . . . . 928615103 61,828 531639 Sh Sole 531639 Warner Lambert Co/Com . . . . . . . . . . . . 934488107 1,739 13401 Sh Sole 13401 Watchguard Technologies/Com . . . . . . . . . 941105108 18,679 340000 Sh Sole 340000 Webvan Group Inc/Com. . . . . . . . . . . . . 94845V103 2,548 350000 Sh Sole 350000 West Teleservices Corp/Com. . . . . . . . . . 956188106 6,442 254500 Sh Sole 254500 Westell Technologies, Inc./Com. . . . . . . . 957541105 1,200 80000 Sh Sole 80000 Western Digital Corp Com/Com. . . . . . . . . 958102105 12,340 2468000 Sh Sole 2468000 Western Wireless Corp/Com . . . . . . . . . . 95988E204 681 12500 Sh Sole 12500 Westwood One/Com. . . . . . . . . . . . . . . 961815107 13,220 387400 Sh Sole 387400 Winstar Communicatio/Com. . . . . . . . . . . 975515107 2,890 85300 Sh Sole 85300 Worldcomm Inc./Com. . . . . . . . . . . . . . 98157D106 80,079 1745600 Sh Sole 1745600 Worldtex Inc/Com. . . . . . . . . . . . . . . 981907108 8 27000 Sh Sole 27000 Xircom Inc/Com. . . . . . . . . . . . . . . . 983922105 19,337 407100 Sh Sole 407100 Xybernaut/Com . . . . . . . . . . . . . . . . 984149104 2,909 260000 Sh Sole 260000 Yahoo Inc/Com . . . . . . . . . . . . . . . . 984332106 119,131 961700 Sh Sole 961700 Youbet.Com Inc/Com. . . . . . . . . . . . . . 987413101 478 150000 Sh Sole 150000 Zebra Technologies Corp/Com . . . . . . . . . 989207105 487 11000 Sh Sole 11000 Zi Corp/Com . . . . . . . . . . . . . . . . . 988918108 925 100000 Sh Sole 100000 Ziff Davis Inc/Com. . . . . . . . . . . . . . 989511100 900 100000 Sh Sole 100000 Zonagen Inc/Com . . . . . . . . . . . . . . . 98975L108 960 293900 Sh Sole 293900 Call All Jul 25/Options - Calls . . . . . . . 0200020ge 94 500000 Sh Call Sole 500000 Call Aol Jul 55/Options - Calls . . . . . . . 02364jegk 2,106 1465000 Sh Call Sole 1465000 Call Apa Jan 55/Options - Calls . . . . . . . 0374110ak 8,166 650000 Sh Call Sole 650000 Call Apc Feb 50/Options - Calls . . . . . . . 0325110bj 5,525 650000 Sh Call Sole 650000 Call Ge Jul 50/Options - Calls. . . . . . . . 3696040gj 2,572 1055000 Sh Call Sole 1055000 Call Hot Jul 25/Options - Calls . . . . . . . 85590a0ge 388 50000 Sh Call Sole 50000 Call Hot Jul 30/Options - Calls . . . . . . . 85590a0gf 159 50000 Sh Call Sole 50000 Call Incy Jul 90/Options - Calls. . . . . . . 45337c1gr 487 69600 Sh Call Sole 69600 Call Nav Jul 30/Options - Calls . . . . . . . 63934e0gf 51 20000 Sh Call Sole 20000 Call Tos Jan 25/Options - Calls . . . . . . . 8914900ae 5,700 950000 Sh Call Sole 950000 Call Usw July 95/Options - Calls. . . . . . . 91273hegs 781 500000 Sh Call Sole 500000 Put Amd Jul 90/Options - Puts . . . . . . . . 0079030sr 753 50000 Sh Put Sole 50000 Put Awe Jul 30/Options - Puts . . . . . . . . 001957qsf 218 80000 Sh Put Sole 80000 Put Bdk Jul 40/Options - Puts . . . . . . . . 0917970sh 175 100000 Sh Put Sole 100000 Put Bmcs Jul 40/Options - Puts. . . . . . . . 0559210sh 244 50000 Sh Put Sole 50000 Put Celg Aug 70/Options - Puts. . . . . . . . 1510201tn 160 11500 Sh Put Sole 11500 Put Celg Jul 55/Options - Puts. . . . . . . . 1510201sk 60 30000 Sh Put Sole 30000 Put Cma Jul 50/Options - Puts . . . . . . . . 2003400sj 275 50000 Sh Put Sole 50000 Put Cmb July 55/Options - Puts. . . . . . . . 16161a0sk 469 50000 Sh Put Sole 50000 Put Dot July 800/Options - Puts . . . . . . . 69332gyst 2,638 100000 Sh Put Sole 100000 Put Efii Jul 40/Options - Puts. . . . . . . . 2860820sh 738 50000 Sh Put Sole 50000 Put El Jul 50/Options - Puts. . . . . . . . . 5184390sj 185 80000 Sh Put Sole 80000 Put Erts Jul 85/Options - Puts. . . . . . . . 2855120sq 197 15000 Sh Put Sole 15000 Put Fj Aug 25/Options - Puts. . . . . . . . . 347471ete 128 50000 Sh Put Sole 50000 Put G Jul 35/Options - Puts . . . . . . . . . 3757660sg 238 200000 Sh Put Sole 200000 Put Het Jul 22.5/Options - Puts . . . . . . . 4136190sx 51 30000 Sh Put Sole 30000 Put Intc Jul 145/Options - Puts . . . . . . . 4581400si 500 40000 Sh Put Sole 40000 Put Ipg Aug 50/Options - Puts . . . . . . . . 4606900tj 553 75000 Sh Put Sole 75000 Put Jpm Jul 125/Options - Puts. . . . . . . . 6168800se 450 30000 Sh Put Sole 30000 Put Krb Jul 30/Options - Puts . . . . . . . . 55262l0sf 306 100000 Sh Put Sole 100000 Put Liz Jul 40/Options - Puts . . . . . . . . 5393200sh 267 54000 Sh Put Sole 54000 Put Liz Jul 45/Options - Puts . . . . . . . . 5393200si 195 20000 Sh Put Sole 20000 Put Lmt Aug 30/Options - Puts . . . . . . . . 5398300tf 563 100000 Sh Put Sole 100000 Put Lu July 65/Options - Puts . . . . . . . . 5494630sm 1,125 180000 Sh Put Sole 180000 Put Mdt Jul 55/Options - Puts . . . . . . . . 5850550sk 834 150000 Sh Put Sole 150000 Put Mel Jul 40/Options - Puts . . . . . . . . 58551a0sh 194 50000 Sh Put Sole 50000 Put Nite Jul 35/Options - Puts. . . . . . . . 4990670sg 275 50000 Sh Put Sole 50000 Put Ntrs Jul 70/Options - Puts. . . . . . . . 6658590sn 455 70000 Sh Put Sole 70000 Put Nwl Jul 27.5/Options - Puts . . . . . . . 6512290sy 202 75000 Sh Put Sole 75000 Put Omc Aug 100/Options - Puts. . . . . . . . 6819190tt 669 50000 Sh Put Sole 50000 Put Omc Jul 95/Options - Puts . . . . . . . . 6819190ss 240 32000 Sh Put Sole 32000 Put One Jul 30/Options - Puts . . . . . . . . 06423a0sf 175 50000 Sh Put Sole 50000 Put Orcl Jul 90/Options - Puts. . . . . . . . 68389x1sr 363 50000 Sh Put Sole 50000 Put Pg Jul 60/Options - Puts. . . . . . . . . 7427180sl 338 100000 Sh Put Sole 100000 Put S Jul 40/Options - Puts . . . . . . . . . 8123870sh 731 100000 Sh Put Sole 100000 Put Sox July 1210/Options - Puts. . . . . . . 692982dsb 735 8000 Sh Put Sole 8000 Put Sti Jul 55/Options - Puts . . . . . . . . 8679140sk 469 50000 Sh Put Sole 50000 Put Trb Aug 40/Options - Puts . . . . . . . . 8960470th 165 30000 Sh Put Sole 30000 Put Tsg Jul 30/Options - Puts . . . . . . . . 7859050sf 77 35000 Sh Put Sole 35000 Put Twx Jul 85/Options - Puts . . . . . . . . 8873150sq 475 50000 Sh Put Sole 50000 Put Wmt Jul 60/Options - Puts . . . . . . . . 9311420sl 381 100000 Sh Put Sole 100000 Put Xeik Jul 20/Options - Puts. . . . . . . . 9840030sd 259 50000 Sh Put Sole 50000 Conversion Tech Intl Series A/ Conv Pref Stck 212545990 3 25200 Sh Sole 25200 Fibernet Telecom Ser E /Conv Pfd Stck . . . . 315653972 9,342 68689 Sh Sole 68689 Memotec Comm Inc Series 1/ First Pref Stck. . 585909997 589 190000 Sh Sole 190000 Shared Tech Cellular Ser C/ Conv Pfd Rstd . . 819487984 515 1441 Sh Sole 1441 11,750,762 323162075 323162075
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