13F-HR/A 1 f02-11_1413fconfa.txt 13F AMENDMENT REPORT
TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------------------------- -------- --------- -------- ------- --- ---- ---------- -------- -------- -------- -------- WTS ELAN CORP PLC COMMON G29539155 176 440400 SH DEFINED 01 440400 0 0 WTS ELAN CORP PLC COMMON G29539163 1569 441400 SH DEFINED 01 441400 0 0 AVATAR HOLDINGS INC CBONDCNV 053494AD2 6443 6800000 SH DEFINED 01 6800000 0 0 C R BARD INC COMMON 067383109 24517 476900 SH DEFINED 01 476900 0 0 CALIFORNIA COASTAL COMMUNITIES COMMON 129915203 704 167726 SH DEFINED 01 167726 0 0 COMPAQ COMPUTER CORP COMMON 204493100 6232 750000 SH DEFINED 01 750000 0 0 CUMULUS MEDIA INC-CL A CLASS 231082108 14090 2027400 SH DEFINED 01 2027400 0 0 WTS ELAN PLC WARRANT 284131703 12834 213900 SH DEFINED 01 213900 0 0 D WTS FEDERATED DEPARTMENT WARRANT 31410H127 636 335000 SH DEFINED 01 335000 0 0 FRANCE GROWTH FUND INC COMMON 35177K108 1656 240023 SH DEFINED 01 240023 0 0 HEARTLAND PARTNERS LP COMMON 422357103 2726 187400 SH DEFINED 01 187400 0 0 INTERNET CAPITAL GROUP CBONDCNV 46059CAA4 430 2000000 SH DEFINED 01 2000000 0 0 JAPAN EQUITY FUND INC COMMON 471057109 834 164200 SH DEFINED 01 164200 0 0 LIMITED INC COMMON 532716107 4750 500000 SH DEFINED 01 500000 0 0 NIAGARA MOHAWK HOLDINGS INC COMMON 653520106 57273 3375000 SH DEFINED 01 3375000 0 0 R G S ENERGY GROUP INC COMMON 74956K104 7147 184700 SH DEFINED 01 184700 0 0 SANMINA CORP CBONDCNV 800907AD9 1750 5000000 SH DEFINED 01 5000000 0 0 SIRIUS SATELLITE RADIO INC COMMON 82966U103 1795 500000 SH DEFINED 01 500000 0 0 3COM CORP COMMON 885535104 4853 1294174 SH DEFINED 01 1294174 0 0 ADVANCED MARKETING SVCS INC COMMON 00753T105 159 10400 SH DEFINED 01 10400 0 0 AKAMAI TECHNOLOGIES INC COMMON 00971T101 462 158800 SH DEFINED 01 158800 0 0 AMERISOURCE HEALTH CORP CBONDCNV 03071PAD4 7351 4770000 SH DEFINED 01 4770000 0 0 APARTMENT INVT & MGMT CO PFD PREFERED 03748R705 3255 115000 SH DEFINED 01 115000 0 0 ***APCO ARGENTINA INC (CAYMEN COMMON 037489101 10661 478620 SH DEFINED 01 478620 0 0 AT HOME CORP CBONDCNV 045919AC1 2258 21513000 SH DEFINED 01 21513000 0 0 BEA SYSTEMS INC CBONDCNV 073325AD4 4545 6270000 SH DEFINED 01 6270000 0 0 CALPINE CORP COMMON 131347106 6411 281100 SH DEFINED 01 281100 0 0 CAPSTAR HOTEL CORP CBONDCNV 140918AC7 1338 1500000 SH DEFINED 01 1500000 0 0 CELESTICA INC CBONDCNV 15101QAA6 13103 40165000 SH DEFINED 01 40165000 0 0 CENDANT CORP COMMON 151313103 960 75000 SH DEFINED 01 75000 0 0 CITRIX SYSTEMS INC CBONDCNV 177376AB6 2973 7018000 SH DEFINED 01 7018000 0 0 COMVERSE TECHNOLOGY INC NEW COMMON 205862402 1669 81500 SH DEFINED 01 81500 0 0 CONVERSE TECHNOLOGY INC CBONDCNV 205862AJ4 5473 7576000 SH DEFINED 01 7576000 0 0 CRITICAL PATH INC COMMON 22674V100 90 155800 SH DEFINED 01 155800 0 0 CRITICAL PATH INC CBONDCNV 22674VAA8 22 100000 SH DEFINED 01 100000 0 0 CUMMINS INC COMMON 231021106 1052 31900 SH DEFINED 01 31900 0 0 CURAGEN CORP COMMON 23126R101 2270 117660 SH DEFINED 01 117660 0 0 CURAGEN CORP CBONDCNV 23126RAC5 4573 6181000 SH DEFINED 01 6181000 0 0 CYPRESS SEMICONDUCTOR CORP CBONDCNV 232806AE9 2411 3000000 SH DEFINED 01 3000000 0 0 CYPRESS SEMICONDUCTOR CORP CBONDCNV 232806AF6 3614 4515000 SH DEFINED 01 4515000 0 0 DEVON ENERGY CORPORATION NEW CBONDCNV 25179MAD5 5717 12600000 SH DEFINED 01 12600000 0 0 DIAMOND OFFSHORE DRILL CBONDCNV 25271CAB8 29 60000 SH DEFINED 01 60000 0 0 DIAMOND OFFSHORE DRILLING INC CBONDCNV 25271CAC6 28299 58050000 SH DEFINED 01 58050000 0 0 DIAMOND OFFSHORE DRILLING INC CBONDCNV 25271CAD4 8130 9650000 SH DEFINED 01 9650000 0 0 DOMINION RESOURCES INC VA NEW COMMON 25746U109 8748 147400 SH DEFINED 01 147400 0 0 DUPONT PHOTOMASKS INC CBONDCNV 26613XAC5 1752 2000000 SH DEFINED 01 2000000 0 0 EL PASO CORP CBONDCNV 28336LAA7 11275 27500000 SH DEFINED 01 27500000 0 0 EMCORE CORP CBONDCNV 290846AA2 954 1500000 SH DEFINED 01 1500000 0 0 ENZON INC CBONDCNV 293904AA6 3585 4000000 SH DEFINED 01 4000000 0 0 EQUITY OFFICE PROPERTIES TR PREFCONV 294741509 3914 81800 SH DEFINED 01 81800 0 0 EQUITY RESIDENTIAL PPTYS TRUST COMMON 29476L883 5079 157930 SH DEFINED 01 157930 0 0 EQUITY RESIDENTIAL PPTYS TRUST PREFCONV 29476L859 895 35200 SH DEFINED 01 35200 0 0 EUNIVERSE INC COMMON 298412107 80 36500 SH DEFINED 01 36500 0 0 FIRST DATA CORP COMMON 319963104 833 14310 SH DEFINED 01 14310 0 0 ***GENENTECH INCORP CV CEUROCNV 368710AA7 25 25000 SH DEFINED 01 25000 0 0 GENZYME CORP CBONDCNV 372917AK0 1487 1570000 SH DEFINED 01 1570000 0 0 GRANT PRIDECO INC COMMON 38821G101 14994 2462200 SH DEFINED 01 2462200 0 0 HEALTHAXIS INC COMMON 42219D100 134 134000 SH DEFINED 01 134000 0 0 INHALE THERAPEUTIC SYSTEMS INC CBONDCNV 457191AF1 1603 2550000 SH DEFINED 01 2550000 0 0 INHALE THERAPEUTIC SYS INC CBONDCNV 457191AH7 2520 4700000 SH DEFINED 01 4700000 0 0 INNKEEPERS USA TRUST 8.625% PREFCONV 4576J0302 5022 260900 SH DEFINED 01 260900 0 0 INTERMUNE INC CBONDCNV 45884XAA1 18771 15610000 SH DEFINED 01 15610000 0 0 I2 TECHNOLOGIES CBONDCNV 465754AF6 31 50000 SH DEFINED 01 50000 0 0 J P MORGAN CHASE & CO COMMON 46625H100 341 10000 SH DEFINED 01 10000 0 0 JUNIPER NETWORKS INC CBONDCNV 48203RAA2 4205 6852000 SH DEFINED 01 6852000 0 0 KERR-MCGEE CORP CBONDCNV 492386AP2 15968 15065000 SH DEFINED 01 15065000 0 0 KEY ENERGY GROUP INC CBONDCNV 492914AF3 926 1000000 SH DEFINED 01 1000000 0 0 LSI LOGIC CORP CBONDCNV 502161AE2 40 50000 SH DEFINED 01 50000 0 0 L-3 COMMUNICATIONS HLDGS CBONDCNV 502424AB0 4783 3748000 SH DEFINED 01 3748000 0 0 ***LENNAR CORP CBONDCNV 526057AA2 701 1237000 SH DEFINED 01 1237000 0 0 LIBERTY MEDIA CORP CBONDCNV 530715AN1 3187 4180000 SH DEFINED 01 4180000 0 0 MCKESSON CORP COMMON 58155Q103 1273 33700 SH DEFINED 01 33700 0 0 MERCURY INTERACTIVE CORP CBONDCNV 589405AB5 4145 6164000 SH DEFINED 01 6164000 0 0 MERRILL LYNCH & CO INC CBONDCNV 590188A65 44943 95625000 SH DEFINED 01 95625000 0 0 NATIONAL DATA CORP CBONDCNV 635621AA3 5550 5000000 SH DEFINED 01 5000000 0 0 NETWORK ASSOCIATES INC CBONDCNV 640938AB2 48747 110790000 SH DEFINED 01 10790000 0 0 NEW PLAN EXCEL REALTY TR INC PREFCONV 648053205 4206 162100 SH DEFINED 01 162100 0 0 OFFICE DEPOT INC CBONDCNV 676220AB2 275 500000 SH DEFINED 01 500000 0 0 OMNICARE INC CBONDCNV 681904AD0 3974 4516000 SH DEFINED 01 4516000 0 0 PMC-SIERRA INC CBONDCNV 69344FAA4 8512 10000000 SH DEFINED 01 10000000 0 0 PMI GROUP INC COMMON 69344M101 1210 19400 SH DEFINED 01 19400 0 0 POGO PRODUCING CO SUB NT CONV CBONDCNV 730448AE7 11212 12237000 SH DEFINED 01 12237000 0 0 PRIDE INTL INC CBONDCNV 741932AB3 2337 5500000 SH DEFINED 01 5500000 0 0 QUANTA SVCS INC CBONDCNV 74762EAA0 14333 21841000 SH DEFINED 01 21841000 0 0 RECKSON ASSOCS RLTY CORP COMMON 75621K304 13754 539200 SH DEFINED 01 539200 0 0 RES-CARE INC CBONDCNV 760943AA8 398 500000 SH DEFINED 01 500000 0 0 SPX CORP CBONDCNV 784635AD6 28915 50840000 SH DEFINED 01 50840000 0 0 SANMINA CORP CBONDCNV 800907AC1 7444 21270000 SH DEFINED 01 21270000 0 0 SEACOR HOLDINGS INC CBONDCNV 811904AE1 622 530680 SH DEFINED 01 530680 0 0 SENSORMATIC ELECTRONICS CORP PREFCONV 817265200 637 21000 SH DEFINED 01 21000 0 0 SENSORMATIC ELECTRS CORP PREFCONV 817265804 7608 250500 SH DEFINED 01 250500 0 0 SIMON PROPERTY GROUP INC NEW PREFCONV 828806406 20088 260992 SH DEFINED 01 260992 0 0 SOLECTRON CORP CBONDCNV 834182AK3 34071 65053000 SH DEFINED 01 65053000 0 0 SOVEREIGN BANCORP INC PREFCONV 845905306 2620 44995 SH DEFINED 01 44995 0 0 TERAYON COMMUNICATION SYS CBONDCNV 880775AC5 3975 7655900 SH DEFINED 01 7655900 0 0 THERMO FIBERTEK INC CBONDCNV 88355WAA3 5512 6000000 SH DEFINED 01 6000000 0 0 ***THERMO ELECTRON CORP CBONDCNV 883556AF9 61487 62903000 SH DEFINED 01 62903000 0 0 THERMO ELECTRON CONV BD CBONDCNV 883556AH5 9771 10918000 SH DEFINED 01 10918000 0 0 THERMO ELECTRON CORP CBONDCNV 883556AJ1 1444 1823000 SH DEFINED 01 1823000 0 0 TYCO INTL LTD NEW CBONDCNV 902124AC0 55619 73183000 SH DEFINED 01 73183000 0 0 UNITED STATES CELLULAR CORP CBONDCNV 911684AA6 1853 3923000 SH DEFINED 01 3923000 0 0 VALERO ENERGY CORP NEW COMMON 91913Y100 1646 46900 SH DEFINED 01 46900 0 0 VERTEX PHARMACEUTICALS INC CBONDCNV 92532FAC4 174 280000 SH DEFINED 01 280000 0 0 VITESSE SEMICONDUCTOR CORP CBONDCNV 928497AB2 13532 17103000 SH DEFINED 01 17103000 0 0