13F-HR 1 pic13f-3q01.txt I REPRESENT THAT I AM AUTHORIZED TO SUBMIT THIS FORM AND THAT ALL INFORMATION "IN THIS FORM AND THE ATTACHMENTS TO IT IS TRUE, CORRECT AND COMPLETE, AND I" "UNDERSTAND THAT ALL REQUIRED ITEMS, STATEMENTS AND SCHEDULES ARE INTEGRAL" PARTS OF THIS FORM AND THAT THE SUBMISSION OF ANY AMENDMENT REPRESENTS THAT "ALL UNAMENDED ITEMS, STATEMENTS AND SCHEDULES REMAIN TRUE, CORRECT AND" COMPLETE AS PREVIOUSLY SUBMITTED. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. NOVEMBER 15, 2001 PROVIDENT INVESTMENT COUNSEL, INC By: /s/ Aaron Eubanks -------------------------- Aaron Eubanks Senior Vice President - Chief Operating Officer 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 AOL TIME WARNER INC COMMON 00184A105 86568 2615344 SH SOLE 2464499 0 150845 AT&T CORP WIRLES GRP COMMON 00209A106 75 5000 SH SOLE 5000 0 0 ABGENIX INC COMMON 00339B107 13722 604487 SH SOLE 604487 0 0 ACCREDO HEALTH INC COMMON 00437V104 39467 1084269 SH OTHER 1007919 0 76350 ACTIVISION INC NEW COM NEW 004930202 22785 837063 SH OTHER 778463 0 58600 ACTION PERFORMANCE COS I COMMON 004933107 14006 769150 SH OTHER 715300 0 53850 ACTUATE CORP COMMON 00508B102 6643 1585342 SH OTHER 1474442 0 110900 ADVANCEPCS COMMON 00790K109 48673 678081 SH OTHER 638481 0 39600 AFFILIATED COMPUTER SERV CL A 008190100 11456 140725 SH SOLE 140325 0 400 AIRGATE PCS INC COMMON 009367103 21273 478900 SH OTHER 445300 0 33600 ALCOA INC COMMON 013817101 73 2350 SH SOLE 2350 0 0 ALLERGAN INC COMMON 018490102 119221 1798212 SH SOLE 1749057 0 49155 ALPHA INDS INC COMMON 020753109 18385 949143 SH OTHER 882243 0 66900 AMBAC FINL GROUP INC COMMON 023139108 6843 125071 SH SOLE 125071 0 0 AMERICAN EAGLE OUTFITTER COMMON 02553E106 2617 131525 SH SOLE 131525 0 0 AMERICAN EXPRESS CO COMMON 025816109 70 2400 SH SOLE 2400 0 0 AMERICAN HOME PRODS CORP COMMON 026609107 59732 1025434 SH SOLE 944569 0 80865 AMERICAN INTL GROUP INC COMMON 026874107 17695 226859 SH SOLE 213359 0 13500 AMERICAN WOODMARK CORP COMMON 030506109 4578 155980 SH OTHER 143380 0 12600 AMERICREDIT CORP COMMON 03060R101 40358 1276334 SH OTHER 1193849 0 82485 AMERISOURCEBERGEN CORP COMMON 03073E105 24767 349080 SH SOLE 348280 0 800 AMGEN INC COMMON 031162100 52936 900737 SH SOLE 870702 0 30035 AMSURG CORP COMMON 03232P405 29754 1079987 SH OTHER 1008327 0 71660 ANALOG DEVICES INC COMMON 032654105 43364 1326118 SH SOLE 1275178 0 50940 ANDRX GROUP COMMON 034553107 3805 58603 SH SOLE 58603 0 0 ANGIOTECH PHARMACEUTICAL COMMON 034918102 6902 160400 SH OTHER 148950 0 11450 APOLLO GROUP INC CL A 037604105 4492 106875 SH SOLE 106875 0 0 APOLLO GROUP INC COM UNV PHOENX 037604204 36362 1174486 SH OTHER 1092286 0 82200 APRIA HEALTHCARE GROUP I COMMON 037933108 24628 950888 SH OTHER 884088 0 66800 APPLIED MATLS INC COMMON 038222105 86372 3036982 SH SOLE 2909902 0 127080 ARIBA INC COMMON 04033V104 1 600 SH SOLE 600 0 0 ARTHROCARE CORP COMMON 043136100 8858 451939 SH OTHER 420539 0 31400 ASCENTIAL SOFTWARE CORP COMMON 04362P108 1 164 SH SOLE 164 0 0 ASPEN TECHNOLOGY INC COMMON 045327103 10846 1084625 SH OTHER 1002925 0 81700 AXCELIS TECHNOLOGIES INC COMMON 054540109 7282 770561 SH OTHER 715961 0 54600 BISYS GROUP INC COMMON 055472104 11884 224149 SH OTHER 208049 0 16100 BJS WHOLESALE CLUB INC COMMON 05548J106 23751 498875 SH SOLE 496875 0 2000 BANKNORTH GROUP INC NEW COMMON 06646R107 3 125 SH SOLE 125 0 0 BANKUNITED FINL CORP CL A 06652B103 7889 537785 SH OTHER 500185 0 37600 BARNES & NOBLE INC COMMON 067774109 9216 255300 SH SOLE 253900 0 1400 BARR LABS INC COMMON 068306109 9687 122529 SH OTHER 113329 0 9200 BAXTER INTL INC COMMON 071813109 17615 319980 SH SOLE 318580 0 1400 BEA SYS INC COMMON 073325102 37 3900 SH SOLE 3900 0 0 BED BATH & BEYOND INC COMMON 075896100 20154 791600 SH SOLE 787200 0 4400 BEVERLY ENTERPRISES INC COM NEW 087851309 12046 1180950 SH OTHER 1095350 0 85600 BIOGEN INC COMMON 090597105 51222 921587 SH SOLE 883032 0 38555 BIOMET INC COMMON 090613100 10994 375847 SH SOLE 375847 0 0 BRISTOL MYERS SQUIBB CO COMMON 110122108 283 5100 SH SOLE 5100 0 0 BROADCOM CORP CL A 111320107 12 600 SH SOLE 600 0 0 BROOKS AUTOMATION INC COMMON 11434A100 7006 263497 SH OTHER 244997 0 18500 BUSINESS OBJECTS S A DEPOSITORY RECEI 12328X107 12726 652614 SH OTHER 605564 0 47050 CVS CORP COMMON 126650100 53 1600 SH SOLE 1600 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 10083 246295 SH SOLE 227895 0 18400 CABLEVISION SYS CORP CL A RAINB MED 12686C844 103 5100 SH SOLE 5100 0 0 CALIFORNIA PIZZA KITCHEN COMMON 13054D109 10869 686153 SH OTHER 637503 0 48650 CALPINE CORP COMMON 131347106 66 2900 SH SOLE 2900 0 0 CAPITAL ONE FINL CORP COMMON 14040H105 49235 1069630 SH SOLE 1011580 0 58050 CARDINAL HEALTH INC COMMON 14149Y108 1945 26305 SH SOLE 26305 0 0 CARNIVAL CORP COMMON 143658102 301 13660 SH SOLE 13660 0 0 CELL THERAPEUTICS INC COMMON 150934107 18163 755218 SH OTHER 701918 0 53300 CHARLES RIV LABS INTL IN COMMON 159864107 24629 696338 SH OTHER 648138 0 48200 CHARTERED SEMICONDUCTOR ADR 16133R106 3911 226705 SH SOLE 226705 0 0 CHICOS FAS INC COMMON 168615102 5904 250680 SH OTHER 228180 0 22500 CHRISTOPHER & BANKS CORP COMMON 171046105 8154 270800 SH OTHER 249950 0 20850 CIENA CORP COMMON 171779101 45 4400 SH SOLE 4400 0 0 CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 141 11770 SH SOLE 11770 0 0 CIRCUIT CITY STORE INC CARMAX GROUP 172737306 9717 863710 SH OTHER 804210 0 59500 CIRRUS LOGIC INC COMMON 172755100 7751 1044653 SH OTHER 971553 0 73100 CISCO SYS INC COMMON 17275R102 62823 5157859 SH SOLE 4833589 0 324270 CITIGROUP INC COMMON 172967101 275 6800 SH SOLE 6800 0 0 CITRIX SYS INC COMMON 177376100 59 3000 SH SOLE 3000 0 0 CITY NATL CORP COMMON 178566105 20003 463574 SH OTHER 431474 0 32100 COCA COLA CO COMMON 191216100 211 4500 SH SOLE 4500 0 0 COLGATE PALMOLIVE CO COMMON 194162103 210 3600 SH SOLE 3600 0 0 COMCAST CORP CL A SPL 200300200 85217 2375731 SH SOLE 2281611 0 94120 COMMERCE BANCORP INC NJ COMMON 200519106 27304 401523 SH OTHER 374223 0 27300 COMMUNITY HEALTH SYS INC COMMON 203668108 23139 778035 SH OTHER 723135 0 54900 COMPAQ COMPUTER CORP COMMON 204493100 129 15480 SH SOLE 15480 0 0 COMPUTER SCIENCES CORP COMMON 205363104 278 8380 SH SOLE 8380 0 0 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 3217 157080 SH SOLE 157080 0 0 CONCORD EFS INC COMMON 206197105 71819 1467192 SH SOLE 1404552 0 62640 CONEXANT SYSTEMS INC COMMON 207142100 2790 336175 SH SOLE 336175 0 0 COPART INC COMMON 217204106 8818 314800 SH OTHER 292800 0 22000 CORNING INC COMMON 219350105 41 4600 SH SOLE 4600 0 0 CORPORATE EXECUTIVE BRD COMMON 21988R102 8126 311578 SH OTHER 289678 0 21900 COSTCO WHSL CORP NEW COMMON 22160K105 44309 1246043 SH SOLE 1187583 0 58460 COSTAR GROUP INC COMMON 22160N109 8179 455126 SH OTHER 420726 0 34400 COVANCE INC COMMON 222816100 11246 627930 SH OTHER 584330 0 43600 COVENTRY HEALTH CARE INC COMMON 222862104 12782 541600 SH OTHER 502000 0 39600 CRYPTOLOGIC INC COMMON 228906103 15905 1135271 SH OTHER 1047771 0 87500 CUBIST PHARMACEUTICALS I COMMON 229678107 13073 398940 SH OTHER 370940 0 28000 CYMER INC COMMON 232572107 5929 353957 SH OTHER 332107 0 21850 CYTYC CORP COMMON 232946103 25260 942171 SH OTHER 891571 0 50600 DDI CORP COMMON 233162106 2093 267023 SH OTHER 247323 0 19700 DST SYS INC DEL COMMON 233326107 10160 234915 SH SOLE 234915 0 0 DELL COMPUTER CORP COMMON 247025109 189 10200 SH SOLE 10200 0 0 DIGENE CORP COMMON 253752109 23799 951979 SH OTHER 884579 0 67400 DIGITAL INSIGHT CORP COMMON 25385P106 7211 627061 SH OTHER 584211 0 42850 DIGITALTHINK INC COMMON 25388M100 9211 1191610 SH OTHER 1107910 0 83700 DOLLAR TREE STORES INC COMMON 256747106 10014 530096 SH SOLE 530096 0 0 DRIL-QUIP INC COMMON 262037104 8288 534690 SH OTHER 497190 0 37500 DUANE READE INC COMMON 263578106 15714 523816 SH OTHER 486916 0 36900 DURECT CORP COMMON 266605104 5681 586831 SH OTHER 539681 0 47150 E M C CORP MASS COMMON 268648102 421 35800 SH SOLE 35800 0 0 EDEN BIOSCIENCE CORP COMMON 279445100 4626 607114 SH OTHER 565764 0 41350 ELAN PLC DEPOSITORY RECEI 284131208 59867 1235649 SH SOLE 1176199 0 59450 ELANTEC SEMICONDUCTOR IN COMMON 284155108 3254 141768 SH OTHER 131068 0 10700 ELECTRONIC ARTS INC COMMON 285512109 8029 175805 SH SOLE 175805 0 0 ELECTRONICS BOUTIQUE HLD COMMON 286045109 23007 853688 SH OTHER 797238 0 56450 ELECTRONICS FOR IMAGING COMMON 286082102 7377 453118 SH OTHER 422018 0 31100 EMCORE CORP COMMON 290846104 7549 881881 SH OTHER 817981 0 63900 EMMIS COMMUNICATIONS COR CL A 291525103 14754 1023139 SH OTHER 950139 0 73000 EMULEX CORP COM NEW 292475209 4557 479210 SH OTHER 443910 0 35300 ENTERCOM COMMUNICATIONS CL A 293639100 18478 543461 SH OTHER 505261 0 38200 ENZON INC COMMON 293904108 27152 532394 SH OTHER 499294 0 33100 EXAR CORP COMMON 300645108 10637 614842 SH OTHER 572142 0 42700 EXPEDIA INC COMMON 302125109 7371 303462 SH OTHER 282762 0 20700 EXPRESS SCRIPTS INC COMMON 302182100 18409 332772 SH SOLE 331572 0 1200 FEI CO COMMON 30241L109 8277 380533 SH OTHER 353633 0 26900 FTI CONSULTING INC COMMON 302941109 7990 271770 SH OTHER 252670 0 19100 FAMILY DLR STORES INC COMMON 307000109 7495 272350 SH SOLE 270950 0 1400 FEDERAL HOME LN MTG CORP COMMON 313400301 164221 2526475 SH SOLE 2430025 0 96450 FEDERAL NATL MTG ASSN COMMON 313586109 296 3700 SH SOLE 3700 0 0 FINISAR COMMON 31787A101 4862 1227784 SH OTHER 1140684 0 87100 FIRST DATA CORP COMMON 319963104 192 3300 SH SOLE 3300 0 0 FIRST HEALTH GROUP CORP COMMON 320960107 42639 1451299 SH OTHER 1368499 0 82800 FOREST LABS INC COMMON 345838106 131342 1820656 SH SOLE 1763051 0 57605 GATEWAY INC COMMON 367626108 29 5300 SH SOLE 5300 0 0 GEMSTAR-TV GUIDE INTL IN COMMON 36866W106 39 2000 SH SOLE 2000 0 0 GENENCOR INTL INC COMMON 368709101 2976 301823 SH OTHER 252073 0 49750 GENENTECH INC COM NEW 368710406 6600 150000 SH SOLE 150000 0 0 GENERAL ELEC CO COMMON 369604103 94423 2538241 SH SOLE 2383246 0 154995 GENZYME CORP COM GENL DIV 372917104 5040 110975 SH SOLE 110975 0 0 GOLDMAN SACHS GROUP INC COMMON 38141G104 50179 703276 SH SOLE 664161 0 39115 GOTO COM INC COMMON 38348T107 4104 327020 SH OTHER 304120 0 22900 HCC INS HLDGS INC COMMON 404132102 36508 1388137 SH OTHER 1306237 0 81900 HEALTHSOUTH CORP COMMON 421924101 592 36400 SH SOLE 36400 0 0 HENRY JACK & ASSOC INC COMMON 426281101 30080 1325681 SH OTHER 1233581 0 92100 HOME DEPOT INC COMMON 437076102 123104 3208327 SH SOLE 3071402 0 136925 IDEC PHARMACEUTICALS COR COMMON 449370105 103585 2089675 SH SOLE 2047630 0 42045 IMS HEALTH INC COMMON 449934108 3 100 SH SOLE 100 0 0 ICON PUB LTD CO DEPOSITORY RECEI 45103T107 9711 292500 SH OTHER 271700 0 20800 ILEX ONCOLOGY INC COMMON 451923106 8095 308250 SH OTHER 287450 0 20800 ILLINOIS TOOL WKS INC COMMON 452308109 411 7595 SH SOLE 7595 0 0 IMMUNEX CORP NEW COMMON 452528102 126 6740 SH SOLE 6740 0 0 INFORMATICA CORP COMMON 45666Q102 3545 897411 SH OTHER 833311 0 64100 INSIGHT COMMUNICATIONS I CL A 45768V108 15528 843897 SH OTHER 784597 0 59300 INSTINET GROUP INC COMMON 457750107 2574 262960 SH SOLE 262960 0 0 INTEGRATED CIRCUIT SYS I COMMON 45811K208 14084 1102054 SH OTHER 1024554 0 77500 INTEL CORP COMMON 458140100 86231 4218745 SH SOLE 3942380 0 276365 INTERNATIONAL BUSINESS M COMMON 459200101 615 6710 SH SOLE 6710 0 0 INTERSIL CORP CL A 46069S109 424 15175 SH SOLE 15175 0 0 INTERWOVEN INC COMMON 46114T102 4672 1210270 SH OTHER 1126770 0 83500 INVITROGEN CORP COMMON 46185R100 29611 450296 SH OTHER 417946 0 32350 INVESTORS FINL SERVICES COMMON 461915100 15918 276155 SH OTHER 257255 0 18900 I2 TECHNOLOGIES INC COMMON 465754109 6 1786 SH SOLE 1786 0 0 IVAX CORP COMMON 465823102 3001 135367 SH SOLE 135367 0 0 JDS UNIPHASE CORP COMMON 46612J101 80 12630 SH SOLE 12630 0 0 J P MORGAN CHASE & CO COMMON 46625H100 207 6050 SH SOLE 6050 0 0 JABIL CIRCUIT INC COMMON 466313103 5852 326920 SH SOLE 326920 0 0 JOHNSON & JOHNSON COMMON 478160104 48179 869652 SH SOLE 863968 0 5684 JUNIPER NETWORKS INC COMMON 48203R104 1 70 SH SOLE 70 0 0 K V PHARMACEUTICAL CO CL B CONV 482740107 3176 108039 SH OTHER 92239 0 15800 K V PHARMACEUTICAL CO CL A 482740206 34130 1262209 SH OTHER 1176559 0 85650 KEITH COMPANIES INC COMMON 487539108 866 94800 SH OTHER 85000 0 9800 KING PHARMACEUTICALS INC COMMON 495582108 17732 422700 SH SOLE 421800 0 900 KOHLS CORP COMMON 500255104 60413 1258598 SH SOLE 1221013 0 37585 KOPIN CORP COMMON 500600101 17373 1665701 SH OTHER 1549301 0 116400 KRAFT FOODS INC CL A 50075N104 241 7000 SH SOLE 7000 0 0 KROGER CO COMMON 501044101 456 18495 SH SOLE 18495 0 0 LABORATORY CORP AMER HLD COM NEW 50540R409 8129 100540 SH SOLE 100540 0 0 LAM RESEARCH CORP COMMON 512807108 7950 469045 SH SOLE 469045 0 0 LATTICE SEMICONDUCTOR CO COMMON 518415104 21270 1354761 SH OTHER 1257861 0 96900 LEHMAN BROS HLDGS INC COMMON 524908100 20528 361097 SH SOLE 333327 0 27770 LIFEPOINT HOSPITALS INC COMMON 53219L109 26345 598757 SH OTHER 556857 0 41900 LILLY ELI & CO COMMON 532457108 525 6500 SH SOLE 6500 0 0 LINCARE HLDGS INC COMMON 532791100 6669 250990 SH OTHER 232890 0 18100 LINEAR TECHNOLOGY CORP COMMON 535678106 14 430 SH SOLE 430 0 0 LOWES COS INC COMMON 548661107 119910 3788616 SH SOLE 3656766 0 131850 MACROVISION CORP COMMON 555904101 4133 145465 SH SOLE 145465 0 0 MANHATTAN ASSOCS INC COMMON 562750109 9294 547970 SH OTHER 502470 0 45500 MANOR CARE INC NEW COMMON 564055101 8948 318450 SH SOLE 318450 0 0 MCDATA CORP CL A 580031201 14127 1683751 SH OTHER 1585401 0 98350 MCKESSON CORP COMMON 58155Q103 227 6020 SH SOLE 6020 0 0 MCLEODUSA INC CL A 582266102 3 3600 SH SOLE 3600 0 0 MEDAREX INC COMMON 583916101 8454 559840 SH OTHER 521040 0 38800 MEDICINES CO COMMON 584688105 6936 1146400 SH OTHER 1066000 0 80400 MEDICIS PHARMACEUTICAL C CL A NEW 584690309 15093 301981 SH OTHER 280631 0 21350 MEDIMMUNE INC COMMON 584699102 255 7145 SH SOLE 7145 0 0 MEDTRONIC INC COMMON 585055106 809 18600 SH SOLE 18600 0 0 MELLON FINL CORP COMMON 58551A108 6830 211260 SH SOLE 211260 0 0 MERCK & CO INC COMMON 589331107 686 10300 SH SOLE 10300 0 0 MERCURY INTERACTIVE CORP COMMON 589405109 31284 1643050 SH SOLE 1578685 0 64365 METRIS COS INC COMMON 591598107 27092 1094646 SH OTHER 1027546 0 67100 MICREL INC COMMON 594793101 4128 207015 SH SOLE 207015 0 0 MICROSOFT CORP COMMON 594918104 108111 2112772 SH SOLE 1967754 0 145018 MICROCHIP TECHNOLOGY INC COMMON 595017104 5800 216410 SH SOLE 216410 0 0 MICROMUSE INC COMMON 595094103 4477 788200 SH OTHER 731200 0 57000 MICRON TECHNOLOGY INC COMMON 595112103 76 4050 SH SOLE 4050 0 0 MICROSEMI CORP COMMON 595137100 16266 624430 SH OTHER 580630 0 43800 MICROTUNE INC DEL COMMON 59514P109 4732 415050 SH OTHER 386350 0 28700 MOLECULAR DEVICES CORP COMMON 60851C107 7259 389444 SH OTHER 362044 0 27400 MORGAN STANLEY DEAN WITT COM NEW 617446448 440 9500 SH SOLE 9500 0 0 MYRIAD GENETICS INC COMMON 62855J104 20055 654523 SH OTHER 616723 0 37800 NANOMETRICS INC COMMON 630077105 10458 590486 SH OTHER 548736 0 41750 NASH FINCH CO COMMON 631158102 7025 206000 SH OTHER 191100 0 14900 NATIONAL INSTRS CORP COMMON 636518102 11521 440236 SH OTHER 409411 0 30825 NETIQ CORP COMMON 64115P102 2621 115100 SH OTHER 107100 0 8000 NETWORK APPLIANCE INC COMMON 64120L104 16 2335 SH SOLE 2335 0 0 99 CENTS ONLY STORES COMMON 65440K106 47933 1481692 SH OTHER 1379745 0 101947 NOKIA CORP DEPOSITORY RECEI 654902204 57 3640 SH SOLE 3640 0 0 OAK TECHNOLOGY INC COMMON 671802106 5273 675981 SH OTHER 629781 0 46200 OMNICARE INC COMMON 681904108 23537 1078183 SH OTHER 1002783 0 75400 1 800 FLOWERS COM CL A 68243Q106 16417 1361299 SH OTHER 1267499 0 93800 OPENWAVE SYS INC COMMON 683718100 3773 295950 SH SOLE 295950 0 0 OPTIMAL ROBOTICS CORP CL A NEW 68388R208 7567 308872 SH OTHER 286522 0 22350 ORACLE CORP COMMON 68389X105 133 10600 SH SOLE 10600 0 0 PMC-SIERRA INC COMMON 69344F106 153 14900 SH SOLE 14900 0 0 PMI GROUP INC COMMON 69344M101 31493 504775 SH OTHER 480425 0 24350 PSS WORLD MED INC COMMON 69366A100 9614 1007770 SH OTHER 938270 0 69500 PAYCHEX INC COMMON 704326107 22927 727620 SH SOLE 672415 0 55205 PEMSTAR INC COMMON 706552106 9524 828132 SH OTHER 768532 0 59600 PEOPLESOFT INC COMMON 712713106 54 3000 SH SOLE 3000 0 0 PEPSICO INC COMMON 713448108 243 5000 SH SOLE 5000 0 0 PEREGRINE SYSTEMS INC COMMON 71366Q101 11029 873229 SH OTHER 832929 0 40300 PERFORMANCE FOOD GROUP C COMMON 713755106 17207 603107 SH OTHER 561407 0 41700 PFIZER INC COMMON 717081103 293319 7314689 SH SOLE 6990147 0 324542 PHARMACEUTICAL PROD DEV COMMON 717124101 27269 931004 SH OTHER 865404 0 65600 PHARMACIA CORP COMMON 71713U102 29241 720927 SH SOLE 716927 0 4000 PHILIP MORRIS COS INC COMMON 718154107 241 5000 SH SOLE 5000 0 0 PLEXUS CORP COMMON 729132100 22763 965332 SH OTHER 899232 0 66100 PRIDE INTL INC DEL COMMON 74153Q102 15332 1474275 SH OTHER 1371075 0 103200 PROFIT RECOVERY GROUP IN COMMON 743168106 9802 1002240 SH OTHER 931540 0 70700 PROTEIN DESIGN LABS INC COMMON 74369L103 10455 221370 SH SOLE 221370 0 0 QLOGIC CORP COMMON 747277101 2417 127206 SH SOLE 127206 0 0 QUALCOMM INC COMMON 747525103 323 6800 SH SOLE 6800 0 0 QUEST DIAGNOSTICS INC COMMON 74834L100 53353 864717 SH SOLE 836662 0 28055 QUEST SOFTWARE INC COMMON 74834T103 7572 653850 SH OTHER 607900 0 45950 QWEST COMMUNICATIONS INT COMMON 749121109 17777 1064511 SH SOLE 990656 0 73855 RF MICRODEVICES INC COMMON 749941100 3750 225905 SH SOLE 225905 0 0 RARE HOSPITALITY INTL IN COMMON 753820109 24289 1563015 SH OTHER 1451315 0 111700 REHABCARE GROUP INC COMMON 759148109 23291 535292 SH OTHER 499092 0 36200 RENT A CTR INC NEW COMMON 76009N100 6016 258736 SH OTHER 239836 0 18900 RESEARCH IN MOTION LTD COMMON 760975102 19256 1197538 SH OTHER 1105338 0 92200 RUDOLPH TECHNOLOGIES INC COMMON 781270103 10330 418883 SH OTHER 387133 0 31750 RYANAIR HLDGS PLC DEPOSITORY RECEI 783513104 26633 650052 SH OTHER 610152 0 39900 SBA COMMUNICATIONS CORP COMMON 78388J106 5538 414812 SH OTHER 385512 0 29300 SAFEWAY INC COM NEW 786514208 20 500 SH SOLE 500 0 0 SCHERING PLOUGH CORP COMMON 806605101 152 4100 SH SOLE 4100 0 0 SCHLUMBERGER LTD COMMON 806857108 14 300 SH SOLE 300 0 0 SCIOS INC COMMON 808905103 17101 1022775 SH OTHER 951575 0 71200 SEMTECH CORP COMMON 816850101 18727 659877 SH OTHER 612977 0 46900 SHAW GROUP INC COMMON 820280105 8883 315350 SH OTHER 293250 0 22100 SIEBEL SYS INC COMMON 826170102 1 85 SH SOLE 85 0 0 SKYWEST INC COMMON 830879102 14044 839945 SH OTHER 784495 0 55450 SONICWALL INC COMMON 835470105 8365 704156 SH OTHER 654556 0 49600 SPRINT CORP PCS COM SER 1 852061506 77916 2963710 SH SOLE 2807725 0 155985 STATE STR CORP COMMON 857477103 1429 31400 SH SOLE 31400 0 0 SUN MICROSYSTEMS INC COMMON 866810104 103 12500 SH SOLE 12500 0 0 SYCAMORE NETWORKS INC COMMON 871206108 8 2200 SH SOLE 2200 0 0 SYMYX TECHNOLOGIES COMMON 87155S108 6052 410292 SH OTHER 382392 0 27900 SYNAVANT INC COMMON 87157A105 0 100 SH SOLE 100 0 0 THQ INC COM NEW 872443403 23728 549906 SH OTHER 511486 0 38420 TAIWAN SEMICONDUCTOR MFG DEPOSITORY RECEI 874039100 95796 10094399 SH SOLE 9649169 0 445230 TARGET CORP COMMON 87612E106 21733 684490 SH SOLE 683890 0 600 TEKELEC COMMON 879101103 14977 1137215 SH OTHER 1057315 0 79900 TENET HEALTHCARE CORP COMMON 88033G100 28005 469495 SH SOLE 467795 0 1700 TERADYNE INC COMMON 880770102 3331 170820 SH SOLE 170820 0 0 TEVA PHARMACEUTICAL INDS DEPOSITORY RECEI 881624209 31874 527274 SH SOLE 526574 0 700 TEXAS INSTRS INC COMMON 882508104 117135 4689136 SH SOLE 4475106 0 214030 TICKETMASTER CL B 88633P203 12265 1185004 SH OTHER 1090804 0 94200 TIFFANY & CO NEW COMMON 886547108 58 2700 SH SOLE 2500 0 200 TIME WARNER TELECOM INC CL A 887319101 2125 293090 SH SOLE 293090 0 0 TITAN PHARMACEUTICALS IN COMMON 888314101 4676 748239 SH OTHER 693389 0 54850 TRANSKARYOTIC THERAPIES COMMON 893735100 10369 382070 SH OTHER 355570 0 26500 TRIQUINT SEMICONDUCTOR I COMMON 89674K103 21104 1319797 SH OTHER 1249205 0 70592 TRITON PCS HLDGS INC CL A 89677M106 20739 545755 SH OTHER 507055 0 38700 TYCO INTL LTD NEW COMMON 902124106 86035 1890869 SH SOLE 1831444 0 59425 UCBH HOLDINGS INC COMMON 90262T308 29345 1005661 SH OTHER 934461 0 71200 ULTICOM INC COMMON 903844108 1686 206912 SH OTHER 204612 0 2300 USA ED INC COMMON 90390U102 79567 959682 SH SOLE 935507 0 24175 UNILAB CORP NEW COM NEW 904763208 1683 60684 SH OTHER 56284 0 4400 UNITEDHEALTH GROUP INC COMMON 91324P102 25187 378750 SH SOLE 376850 0 1900 UNIVISION COMMUNICATIONS CL A 914906102 4737 206400 SH SOLE 206400 0 0 VARIAN SEMICONDUCTOR EQU COMMON 922207105 6112 236444 SH OTHER 220044 0 16400 VARIAN MED SYS INC COMMON 92220P105 15540 242241 SH OTHER 225141 0 17100 VERITAS SOFTWARE CO COMMON 923436109 18958 1028115 SH SOLE 967775 0 60340 VERISIGN INC COMMON 92343E102 63 1500 SH SOLE 1500 0 0 VIACOM INC CL B 925524308 51003 1478360 SH SOLE 1379435 0 98925 VISIBLE GENETICS INC COMMON 92829S104 10760 543430 SH OTHER 504730 0 38700 WAL MART STORES INC COMMON 931142103 36589 739181 SH SOLE 703116 0 36065 WASHINGTON MUT INC COMMON 939322103 2 45 SH SOLE 45 0 0 WASTE CONNECTIONS INC COMMON 941053100 26264 972739 SH OTHER 903739 0 69000 WEBMETHODS INC COMMON 94768C108 6495 939871 SH OTHER 903041 0 36830 WILLIAMS COMMUNICATIONS CL A 969455104 0 164 SH SOLE 164 0 0 WILLIAMS SONOMA INC COMMON 969904101 1381 58000 SH SOLE 58000 0 0 WILSON GREATBATCH TECHNO COMMON 972232102 17860 609550 SH OTHER 566650 0 42900 ZYGO CORP COMMON 989855101 1008 97808 SH OTHER 95558 0 2250 ZOLL MED CORP COMMON 989922109 19945 560256 SH OTHER 520931 0 39325 AMDOCS LTD ORD G02602103 4484 168243 SH SOLE 168243 0 0 MARVELL TECHNOLOGY GROUP ORD G5876H105 9342 651008 SH OTHER 605208 0 45800 O2MICRO INTERNATIONAL LI ORD G6797E106 12301 935440 SH OTHER 861640 0 73800 SCOTTISH ANNUITY & LIFE ORD G7885T104 3656 241300 SH OTHER 223500 0 17800 TRANSOCEAN SEDCO FOREX I ORD G90078109 27 1026 SH SOLE 1026 0 0 ALVARION LTD SHS M0861T100 1602 1027154 SH OTHER 950688 0 76466 CHECK POINT SOFTWARE TEC ORD M22465104 30 1350 SH SOLE 1350 0 0 LUMENIS LTD SHS M6778Q105 47585 2369757 SH OTHER 2199757 0 170000 ORBOTECH LTD ORD M75253100 177 9400 SH SOLE 9400 0 0 RADWARE LTD ORD M81873107 13950 1597954 SH OTHER 1475054 0 122900 ASM INTL N V COMMON N07045102 12523 1088981 SH OTHER 1009281 0 79700 CORE LABORATORIES N V COMMON N22717107 12682 986140 SH OTHER 917540 0 68600 ROYAL CARIBBEAN CRUISES COMMON V7780T103 749 69850 SH SOLE 69850 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 108 6500 SH SOLE 6500 0 0 AS OF SEPTEMBER 30, 2001 S REPORT SUMMARY 313 DATA RECORDS 5671592 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED