13F-HR 1 pic13f-1q04.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. April 20, 2004 PROVIDENT INVESTMENT COUNSEL, INC By: /s/ Aaron Eubanks -------------------------- Aaron Eubanks Managing Director and 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 ATI TECHNOLOGIES INC COMMON 001941103 22933 1401771 SH SOLE 744271 0 657500 AARON RENTS INC COMMON 002535201 25108 1008746 SH OTHER 912946 0 95800 ADOBE SYS INC COMMON 00724F101 17832 453733 SH SOLE 246883 0 206850 ADTRAN INC COMMON 00738A106 26674 888234 SH OTHER 636474 0 251760 AEROFLEX INC COMMON 007768104 14272 1060350 SH OTHER 977250 0 83100 AEROPOSTALE COMMON 007865108 19394 534852 SH OTHER 518052 0 16800 ADVANCED ENERGY INDS COMMON 007973100 16605 814394 SH OTHER 750544 0 63850 AGILENT TECHNOLOGIES INC COMMON 00846U101 61166 1933807 SH SOLE 1932432 0 1375 AIRTRAN HLDGS INC COMMON 00949P108 19800 1666700 SH OTHER 1614400 0 52300 AKAMAI TECHNOLOGIES INC COMMON 00971T101 13673 1040600 SH OTHER 954900 0 85700 ALARIS MEDICAL SYSTEMS I COMMON 011637105 15688 841180 SH OTHER 771280 0 69900 ALLIANCE DATA SYSTEMS CO COMMON 018581108 29729 886109 SH OTHER 820979 0 65130 ALLIANCE GAMING CORP COM NEW 01859P609 15024 467589 SH OTHER 452789 0 14800 ALTIRIS INC COMMON 02148M100 23810 853390 SH OTHER 775790 0 77600 AMERICA SVC GROUP INC COMMON 02364L109 18354 535100 SH OTHER 480600 0 54500 AMERICAN HEALTHWAYS INC COMMON 02649V104 13752 563600 SH OTHER 546000 0 17600 AMERICAN PHARMACEUTICALS COMMON 02886P109 28723 612441 SH OTHER 558241 0 54200 AMERIGROUP CORP COMMON 03073T102 15739 344400 SH OTHER 304100 0 40300 AMGEN INC COMMON 031162100 45607 784292 SH SOLE 783592 0 700 AMKOR TECHNOLOGY INC COMMON 031652100 23609 1613733 SH SOLE 918633 0 695100 ANDRX CORP COMMON STOCK 034553107 16671 612900 SH OTHER 594600 0 18300 ANGIOTECH PHARMACEUTICAL COMMON 034918102 14076 576410 SH OTHER 444060 0 132350 ANTEON INTL CORP COMMON 03674E108 10339 357862 SH OTHER 326862 0 31000 APOLLO GROUP INC CL A 037604105 15696 182176 SH SOLE 181826 0 350 APOLLO GROUP INC COM UNV PHOENX 037604204 17771 204221 SH SOLE 204221 0 0 APPLIED MATLS INC COMMON 038222105 18247 855451 SH SOLE 853451 0 2000 ARRIS GROUP INC COMMON 04269Q100 7571 828350 SH OTHER 802350 0 26000 ASK JEEVES INC COMMON 045174109 17250 482776 SH OTHER 467576 0 15200 ASSET ACCEP CAP CORP COMMON 04543P100 5081 273150 SH OTHER 264450 0 8700 AVID TECHNOLOGY INC COMMON 05367P100 12244 265430 SH OTHER 257430 0 8000 AVOCENT CORP COMMON 053893103 8558 232298 SH OTHER 225098 0 7200 BJ SVCS CO COMMON 055482103 8580 198298 SH SOLE 197898 0 400 BANKUNITED FINL CORP CL A 06652B103 13721 461986 SH OTHER 447586 0 14400 BARR PHARMACEUTICALS INC COMMON 068306109 15278 332853 SH SOLE 332216 0 637 BEAR STEARNS COS INC COMMON 073902108 21623 246611 SH SOLE 124011 0 122600 BED BATH & BEYOND INC COMMON 075896100 60030 1432686 SH SOLE 1431786 0 900 BIOGEN IDEC INC COMMON 09062X103 40418 726940 SH SOLE 726665 0 275 BOSTON SCIENTIFIC CORP COMMON 101137107 57963 1367688 SH SOLE 1366738 0 950 BRADLEY PHARMACEUTICALS COMMON 104576103 12324 489450 SH OTHER 450850 0 38600 BROADCOM CORP CL A 111320107 33488 858449 SH SOLE 858049 0 400 BROOKS AUTOMATION INC COMMON 114340102 13595 646170 SH OTHER 584670 0 61500 BRUNSWICK CORP COMMON 117043109 28479 697508 SH SOLE 406508 0 291000 BUSINESS OBJECTS S A DEPOSITORY RECEI 12328X107 9645 338404 SH OTHER 327904 0 10500 CIT GROUP INC COMMON 125581108 68423 1798252 SH SOLE 1415452 0 382800 CNET NETWORKS INC COMMON 12613R104 7336 709450 SH OTHER 687050 0 22400 CACI INTL INC CL A 127190304 27522 640050 SH OTHER 591150 0 48900 CAPITAL ONE FINL CORP COMMON 14040H105 23928 317225 SH SOLE 316725 0 500 CAREMARK RX INC COMMON 141705103 21001 631605 SH SOLE 340405 0 291200 CENTENE CORP DEL COMMON 15135B101 7582 247850 SH OTHER 237050 0 10800 CENTRAL FGHT LINES INC N COMMON 153491105 6061 460950 SH OTHER 446150 0 14800 CHEROKEE INTL CORP COMMON 164450108 9854 684285 SH OTHER 616085 0 68200 CHICAGO BRIDGE & IRON CO DEPOSITORY RECEI 167250109 21384 768368 SH OTHER 744068 0 24300 CHIPPAC INC CL A 169657103 16486 2084182 SH OTHER 2018732 0 65450 CISCO SYS INC COMMON 17275R102 49421 2096769 SH SOLE 2093769 0 3000 CINTAS CORP COMMON 172908105 12288 282544 SH SOLE 151544 0 131000 CLAIRES STORES INC COMMON 179584107 17266 828500 SH OTHER 756600 0 71900 COACH INC COMMON 189754104 15175 370201 SH SOLE 204921 0 165280 COGNIZANT TECHNOLOGY SOL CL A 192446102 56312 1244456 SH OTHER 973006 0 271450 COGNOS INC COMMON 19244C109 18846 606762 SH SOLE 474327 0 132435 COMVERSE TECHNOLOGY INC COMMON 205862402 23024 1269248 SH SOLE 696898 0 572350 CORGENTECH INC COMMON 21872P105 8372 447200 SH OTHER 433200 0 14000 CORINTHIAN COLLEGES INC COMMON 218868107 47552 1440530 SH OTHER 1034930 0 405600 CORPORATE EXECUTIVE BRD COMMON 21988R102 9483 201762 SH OTHER 195262 0 6500 COST PLUS INC CALIF COMMON 221485105 17390 416531 SH OTHER 403431 0 13100 COSTCO WHSL CORP NEW COMMON 22160K105 87 2300 SH SOLE 2300 0 0 COSTAR GROUP INC COMMON 22160N109 19556 530413 SH OTHER 513813 0 16600 COUNTRYWIDE FINANCIAL CO COMMON 222372104 79387 827805 SH SOLE 827172 0 633 CREE INC COMMON 225447101 31647 1423634 SH OTHER 1032384 0 391250 CUMULUS MEDIA INC CL A 231082108 12054 603020 SH OTHER 583720 0 19300 CYMER INC COMMON 232572107 11140 288521 SH OTHER 279421 0 9100 CYTYC CORP COMMON 232946103 18141 815305 SH SOLE 436255 0 379050 DIGENE CORP COMMON 253752109 22447 652896 SH OTHER 598796 0 54100 DIGITAL INSIGHT CORP COMMON 25385P106 13323 643016 SH OTHER 623066 0 19950 DIRECT GEN CORP COMMON 25456W204 18749 517920 SH OTHER 471520 0 46400 DOLLAR TREE STORES INC COMMON 256747106 34505 1118098 SH SOLE 773640 0 344458 DOUBLECLICK INC COMMON 258609304 19240 1710250 SH OTHER 1656250 0 54000 ENSCO INTL INC COMMON 26874Q100 18100 642520 SH SOLE 340165 0 302355 EPIX MEDICAL INC COMMON 26881Q101 10880 524350 SH OTHER 507850 0 16500 EBAY INC COMMON 278642103 50541 729511 SH SOLE 728911 0 600 ECHOSTAR COMMUNICATIONS CL A 278762109 57197 1746488 SH SOLE 1745263 0 1225 EDUCATION MGMT CORP COMMON 28139T101 25806 810757 SH OTHER 583207 0 227550 ELECTRONICS FOR IMAGING COMMON 286082102 32124 1307440 SH OTHER 1276990 0 30450 EQUINIX INC COM NEW 29444U502 27911 770389 SH OTHER 690189 0 80200 EXAR CORP COMMON 300645108 13037 708550 SH OTHER 686250 0 22300 EYETECH PHARMACEUTICALS COMMON 302297106 10271 309373 SH SOLE 205723 0 103650 FEI CO COMMON 30241L109 22046 1008993 SH OTHER 976893 0 32100 FLIR SYS INC COMMON 302445101 12092 317198 SH OTHER 307398 0 9800 FAIRCHILD SEMICONDUCTOR COMMON 303726103 1632 67900 SH SOLE 67900 0 0 FAMILY DLR STORES INC COMMON 307000109 18391 511567 SH SOLE 300717 0 210850 FARO TECHNOLOGIES INC COMMON 311642102 7944 345550 SH OTHER 334750 0 10800 F5 NETWORKS INC COMMON 315616102 25681 759350 SH OTHER 702550 0 56800 FILENET CORP COMMON 316869106 23570 884442 SH OTHER 856442 0 28000 FOREST LABS INC COMMON 345838106 70890 989808 SH SOLE 989058 0 750 FORMFACTOR INC COMMON 346375108 15120 723800 SH OTHER 663600 0 60200 FREDS INC CL A 356108100 11534 476206 SH OTHER 433281 0 42925 FRIEDMAN BILLINGS RAMSEY CL A 358434108 19778 732785 SH SOLE 433935 0 298850 GEMSTAR-TV GUIDE INTL IN COMMON 36866W106 8115 1209435 SH SOLE 1207160 0 2275 GENENTECH INC COM NEW 368710406 53565 506188 SH SOLE 505838 0 350 GENESIS MICROCHIP INC DE COMMON 37184C103 6501 388100 SH OTHER 375700 0 12400 GOLDMAN SACHS GROUP INC COMMON 38141G104 40488 388005 SH SOLE 387455 0 550 GUIDANT CORP COMMON 401698105 1126 17767 SH SOLE 17467 0 300 GUITAR CTR MGMT INC COMMON 402040109 10945 294700 SH OTHER 285900 0 8800 HARLEY DAVIDSON INC COMMON 412822108 32750 613989 SH SOLE 613489 0 500 HI / FN INC COMMON 428358105 5641 488813 SH OTHER 474313 0 14500 HOT TOPIC INC COMMON 441339108 17213 650758 SH OTHER 630208 0 20550 HUNT J B TRANS SVCS INC COMMON 445658107 13560 481520 SH SOLE 480620 0 900 HYPERION SOLUTIONS CORP COMMON 44914M104 42492 1025139 SH OTHER 736239 0 288900 ICOS CORP COMMON 449295104 20257 548529 SH SOLE 299779 0 248750 INAMED CORP COMMON 453235103 14844 278602 SH SOLE 153152 0 125450 INET TECHNOLOGIES INC COMMON 45662V105 11797 956750 SH OTHER 878950 0 77800 INTERNATIONAL GAME TECHN COMMON 459902102 20311 451754 SH SOLE 221904 0 229850 INTERNATIONAL RECTIFIER COMMON 460254105 18472 401643 SH OTHER 388943 0 12700 INTERNET SEC SYS INC COMMON 46060X107 10745 609100 SH OTHER 590100 0 19000 INTERSIL CORP CL A 46069S109 16464 738286 SH SOLE 394251 0 344035 INTUITIVE SURGICAL INC COM NEW 46120E602 9870 581600 SH OTHER 563700 0 17900 IPAYMENT INC COMMON 46262E105 14917 448910 SH OTHER 393710 0 55200 IRON MTN INC PA COMMON 462846106 20565 460798 SH SOLE 273448 0 187350 JABIL CIRCUIT INC COMMON 466313103 22794 774516 SH SOLE 418507 0 356009 JEFFERIES GROUP INC NEW COMMON 472319102 7649 216506 SH OTHER 209606 0 6900 JOHNSON & JOHNSON COMMON 478160104 115 2260 SH SOLE 2260 0 0 JOY GLOBAL INC COMMON 481165108 8501 303050 SH OTHER 293150 0 9900 JUNIPER NETWORKS INC COMMON 48203R104 17121 657994 SH SOLE 377744 0 280250 KFX INC COMMON 48245L107 9608 924700 SH OTHER 896500 0 28200 KVH INDS INC COMMON 482738101 8013 556100 SH OTHER 538800 0 17300 K V PHARMACEUTICAL CO CL A 482740206 10373 422347 SH OTHER 409297 0 13050 KEY ENERGY SVCS INC COMMON 492914106 16913 1537542 SH OTHER 1489542 0 48000 KINETIC CONCEPTS INC COMMON 49460W208 14042 313092 SH SOLE 184342 0 128750 KIRKLANDS INC COMMON 497498105 472 28720 SH SOLE 28720 0 0 KOHLS CORP COMMON 500255104 48324 999884 SH SOLE 999184 0 700 LTX CORP COMMON 502392103 18943 1256971 SH OTHER 1217821 0 39150 LEXAR MEDIA INC COMMON 52886P104 13604 821477 SH OTHER 796177 0 25300 LIGAND PHARMACEUTICALS I CL B 53220K207 10330 513950 SH OTHER 497850 0 16100 LILLY ELI & CO COMMON 532457108 21574 322477 SH SOLE 321927 0 550 LIN TV CORP CL A 532774106 13083 549487 SH OTHER 503987 0 45500 LOWES COS INC COMMON 548661107 18034 321297 SH SOLE 320897 0 400 MSC INDL DIRECT INC CL A 553530106 31574 1054209 SH OTHER 961409 0 92800 MACROMEDIA INC COMMON 556100105 39015 1943934 SH OTHER 1629984 0 313950 MANPOWER INC COMMON 56418H100 24585 528704 SH SOLE 279714 0 248990 MAXIM INTEGRATED PRODS I COMMON 57772K101 61778 1315264 SH SOLE 1159564 0 155700 MAVERICK TUBE CORP COMMON 577914104 15869 673850 SH OTHER 653550 0 20300 MEDICINES CO COMMON 584688105 20130 624954 SH OTHER 574604 0 50350 MEDICIS PHARMACEUTICAL C CL A NEW 584690309 11305 282636 SH OTHER 243936 0 38700 MERCURY INTERACTIVE CORP COMMON 589405109 62916 1404366 SH SOLE 1205641 0 198725 MERIT MED SYS INC COMMON 589889104 15901 734805 SH OTHER 711772 0 23033 MERIX CORP COMMON 590049102 7581 410900 SH OTHER 398000 0 12900 MICREL INC COMMON 594793101 13257 990805 SH OTHER 959705 0 31100 MICROSTRATEGY INC CL A NEW 594972408 7929 148754 SH OTHER 123754 0 25000 MICROSEMI CORP COMMON 595137100 26349 1926094 SH OTHER 1742394 0 183700 MILLER HERMAN INC COMMON 600544100 13137 493888 SH SOLE 288288 0 205600 MONSTER WORLDWIDE INC COMMON 611742107 6288 240000 SH SOLE 137600 0 102400 MYOGEN INC COMMON 62856E104 5632 514350 SH OTHER 498350 0 16000 NII HLDGS INC CL B NEW 62913F201 49676 1416089 SH OTHER 1156889 0 259200 NAVISTAR INTL CORP NEW COMMON 63934E108 51641 1126307 SH SOLE 797032 0 329275 NAVIGANT CONSULTING INC COMMON 63935N107 27901 1379170 SH OTHER 1279070 0 100100 NETWORK APPLIANCE INC COMMON 64120L104 55024 2555704 SH SOLE 2171804 0 383900 NEUROCRINE BIOSCIENCES I COMMON 64125C109 26656 451111 SH OTHER 324561 0 126550 NEW YORK CMNTY BANCORP I COMMON 649445103 23712 691715 SH SOLE 690665 0 1050 NEXTEL PARTNERS INC CL A 65333F107 24198 1911401 SH SOLE 1026551 0 884850 99 CENTS ONLY STORES COMMON 65440K106 39 1600 SH SOLE 1600 0 0 NORTEL NETWORKS CORP NEW COMMON 656568102 56013 9429868 SH SOLE 9423568 0 6300 ODYSSEY HEALTHCARE INC COMMON 67611V101 4611 244480 SH OTHER 213080 0 31400 OLD DOMINION FGHT LINES COMMON 679580100 14720 435513 SH OTHER 422238 0 13275 OMNICARE INC COMMON 681904108 27530 621019 SH SOLE 337569 0 283450 OMNIVISION TECHNOLOGIES COMMON 682128103 15748 576650 SH OTHER 558450 0 18200 OMNICELL INC COMMON 68213N109 13655 689300 SH OTHER 667700 0 21600 OPEN TEXT CORP COMMON 683715106 26467 888150 SH OTHER 815450 0 72700 OXFORD INDS INC COMMON 691497309 7919 171450 SH OTHER 166150 0 5300 P F CHANGS CHINA BISTRO COMMON 69333Y108 9254 183837 SH OTHER 178137 0 5700 PMC-SIERRA INC COMMON 69344F106 1310 77200 SH SOLE 77200 0 0 PATINA OIL & GAS CORP COMMON 703224105 12671 482700 SH OTHER 467700 0 15000 PATTERSON UTI ENERGY INC COMMON 703481101 19978 564185 SH SOLE 317435 0 246750 PAYCHEX INC COMMON 704326107 14363 403464 SH SOLE 402714 0 750 PIPER JAFFRAY COS COMMON 724078100 14650 270550 SH OTHER 243950 0 26600 PIXELWORKS INC COMMON 72581M107 19234 1122799 SH OTHER 1087899 0 34900 POLYCOM INC COMMON 73172K104 12812 603759 SH SOLE 349659 0 254100 PORTFOLIO RECOVERY ASSOC COMMON 73640Q105 15401 571660 SH OTHER 554110 0 17550 POWER INTEGRATIONS INC COMMON 739276103 13667 467400 SH OTHER 452800 0 14600 POWER-ONE INC COMMON 739308104 6396 578300 SH OTHER 560300 0 18000 POWERWAVE TECHNOLOGIES I COMMON 739363109 6259 802450 SH OTHER 777550 0 24900 PRAXAIR INC COMMON 74005P104 1453 39135 SH SOLE 38435 0 700 PULTE HOMES INC COMMON 745867101 8959 161130 SH SOLE 160830 0 300 QUEST SOFTWARE INC COMMON 74834T103 14489 886150 SH OTHER 858350 0 27800 QUIKSILVER INC COMMON 74838C106 22103 1011568 SH OTHER 908268 0 103300 RF MICRODEVICES INC COMMON 749941100 11383 1345500 SH OTHER 1209300 0 136200 RARE HOSPITALITY INTL IN COMMON 753820109 10370 373691 SH OTHER 362041 0 11650 RED ROBIN GOURMET BURGER COMMON 75689M101 12386 436441 SH OTHER 389341 0 47100 RENT A CTR INC NEW COMMON 76009N100 16889 512415 SH SOLE 305365 0 207050 RESOURCES CONNECTION INC COMMON 76122Q105 27852 631295 SH OTHER 566945 0 64350 ROCKWELL AUTOMATION INC COMMON 773903109 12567 362471 SH SOLE 211571 0 150900 ROPER INDS INC NEW COMMON 776696106 8690 180100 SH OTHER 174600 0 5500 SLM CORP COMMON 78442P106 19326 461802 SH SOLE 460977 0 825 SRA INTL INC CL A 78464R105 13725 371550 SH OTHER 359750 0 11800 SAFENET INC COMMON 78645R107 26126 695961 SH OTHER 674261 0 21700 ST JUDE MED INC COMMON 790849103 31758 440472 SH SOLE 440172 0 300 SANDISK CORP COMMON 80004C101 13420 473200 SH SOLE 257100 0 216100 SANMINA SCI CORP COMMON 800907107 13913 1260268 SH SOLE 1257943 0 2325 SAP AKTIENGESELLSCHAFT DEPOSITORY RECEI 803054204 60603 1541658 SH SOLE 1540358 0 1300 SECURE COMPUTING CORP COMMON 813705100 10999 673950 SH OTHER 652950 0 21000 SELECT MEDICAL CORP COMMON 816196109 12646 757250 SH OTHER 733850 0 23400 SERENA SOFTWARE INC COMMON 817492101 12728 625445 SH OTHER 605995 0 19450 SONIC SOLUTIONS COMMON 835460106 9176 476650 SH OTHER 461650 0 15000 SOUTHWEST AIRLS CO COMMON 844741108 14057 989216 SH SOLE 548916 0 440300 SOUTHWEST BANCORPORATION COMMON 84476R109 21629 573264 SH OTHER 555264 0 18000 SPANISH BROADCASTING SYS CL A 846425882 13720 1312951 SH OTHER 1270251 0 42700 SS&C TECHNOLOGIES INC COMMON 85227Q100 10976 450200 SH OTHER 436400 0 13800 STANDARD MICROSYSTEMS CO COMMON 853626109 7497 280469 SH OTHER 271269 0 9200 STARBUCKS CORP COMMON 855244109 10428 275350 SH SOLE 275350 0 0 STATION CASINOS INC COMMON 857689103 24068 544900 SH OTHER 494700 0 50200 STERICYCLE INC COMMON 858912108 20331 423914 SH SOLE 245364 0 178550 STRAYER ED INC COMMON 863236105 49396 422329 SH OTHER 337315 0 85014 SUNOPTA INC COMMON 8676EP108 12845 1298800 SH OTHER 1173200 0 125600 SUPPORTSOFT INC COMMON 868587106 12713 1154650 SH OTHER 1118550 0 36100 SYMANTEC CORP COMMON 871503108 17445 376790 SH SOLE 198140 0 178650 TEKELEC COMMON 879101103 23041 1388850 SH OTHER 1275550 0 113300 TEKTRONIX INC COMMON 879131100 27543 842036 SH SOLE 466836 0 375200 TEVA PHARMACEUTICAL INDS DEPOSITORY RECEI 881624209 71339 1125758 SH SOLE 1124883 0 875 TETRA TECHNOLOGIES INC D COMMON 88162F105 13780 527377 SH OTHER 475577 0 51800 THORATEC CORP COM NEW 885175307 8090 649250 SH OTHER 628950 0 20300 TIBCO SOFTWARE INC COMMON 88632Q103 40843 4999120 SH OTHER 3802320 0 1196800 TIMCO AVIATION SVCS INC NOTE 8.000 1/0 887151AB4 1 21997 PRN SOLE 21997 0 0 TRACTOR SUPPLY CO COMMON 892356106 28716 741642 SH OTHER 729742 0 11900 TRIDENT MICROSYSTEMS INC COMMON 895919108 9579 600575 SH OTHER 582500 0 18075 TRIMBLE NAVIGATION LTD COMMON 896239100 16022 697209 SH OTHER 675309 0 21900 TUESDAY MORNING CORP COM NEW 899035505 21098 612240 SH OTHER 593240 0 19000 UCBH HOLDINGS INC COMMON 90262T308 13796 344559 SH OTHER 333859 0 10700 ULTRATECH INC COMMON 904034105 8046 343850 SH OTHER 332850 0 11000 UNITED NAT FOODS INC COMMON 911163103 15285 316000 SH OTHER 306200 0 9800 UNITED ONLINE INC COMMON 911268100 13948 829255 SH OTHER 738405 0 90850 UNITED SURGICAL PARTNERS COMMON 913016309 30941 912457 SH OTHER 829857 0 82600 UNITEDGLOBALCOM CL A 913247508 10341 1217999 SH SOLE 699399 0 518600 UNITEDHEALTH GROUP INC COMMON 91324P102 95421 1480771 SH SOLE 1479796 0 975 UNIVISION COMMUNICATIONS CL A 914906102 35871 1086657 SH SOLE 809317 0 277340 URBAN OUTFITTERS INC COMMON 917047102 11720 243852 SH OTHER 236152 0 7700 VCA ANTECH INC COMMON 918194101 21509 603666 SH OTHER 562566 0 41100 VARIAN MED SYS INC COMMON 92220P105 20972 242990 SH SOLE 128090 0 114900 VENTANA MED SYS INC COMMON 92276H106 10097 246500 SH OTHER 238700 0 7800 VERISIGN INC COMMON 92343E102 11766 709194 SH SOLE 428944 0 280250 VERSAT INC VERSAT INC 925298101 0 2583 SH SOLE 2583 0 0 VERSATA INC COM NEW 925298200 17 9554 SH SOLE 9554 0 0 VICURON PHARMACEUTICALS COMMON 926471103 12884 566350 SH OTHER 548550 0 17800 VISTACARE INC CL A 92839Y109 15242 563679 SH OTHER 508579 0 55100 VITESSE SEMICONDUCTOR CO COMMON 928497106 10698 1506800 SH OTHER 1459600 0 47200 WMS INDS INC COMMON 929297109 19265 621450 SH OTHER 601550 0 19900 WAL MART STORES INC COMMON 931142103 800 13400 SH SOLE 13400 0 0 WELLPOINT HEALTH NETWORK COMMON 94973H108 68 600 SH SOLE 600 0 0 WEST MARINE INC COMMON 954235107 22132 694883 SH OTHER 639883 0 55000 WESTCORP INC COMMON 957907108 32319 733365 SH OTHER 685365 0 48000 WESTERN WIRELESS CORP CL A 95988E204 17880 764450 SH OTHER 740550 0 23900 WILD OATS MARKETS INC COMMON 96808B107 13725 1160200 SH OTHER 1124000 0 36200 WILLIAMS SONOMA INC COMMON 969904101 27642 808232 SH SOLE 440882 0 367350 WILSON GREATBATCH TECHNO COMMON 972232102 13893 382931 SH OTHER 371031 0 11900 WINTRUST FINANCIAL CORP COMMON 97650W108 16532 339955 SH OTHER 304355 0 35600 WIRELESS FACILITIES INC COMMON 97653A103 8364 759650 SH OTHER 736250 0 23400 WRIGHT MED GROUP INC COMMON 98235T107 10702 348600 SH OTHER 337700 0 10900 XTO ENERGY INC COMMON 98385X106 14295 566350 SH SOLE 326852 0 239498 XILINX INC COMMON 983919101 53045 1404800 SH SOLE 1403850 0 950 YAHOO INC COMMON 984332106 14658 302418 SH SOLE 301593 0 825 ZIMMER HLDGS INC COMMON 98956P102 41245 559031 SH SOLE 403731 0 155300 ZOLL MED CORP COMMON 989922109 12941 325477 SH OTHER 315402 0 10075 NABORS INDUSTRIES LTD SHS G6359F103 62 1360 SH SOLE 1360 0 0 O2MICRO INTERNATIONAL LI ORD G6797E106 14020 818900 SH OTHER 792400 0 26500 PLATINUM UNDERWRITER HLD COMMON G7127P100 9018 281366 SH OTHER 245266 0 36100 SINA CORP ORD G81477104 49317 1303657 SH OTHER 963257 0 340400 UTI WORLDWIDE INC ORD G87210103 12937 289217 SH OTHER 279517 0 9700 RADWARE LTD ORD M81873107 24482 921750 SH OTHER 892050 0 29700 TARO PHARMACEUTICAL INDS ORD M8737E108 44713 771048 SH OTHER 575562 0 195486 ROYAL CARIBBEAN CRUISES COMMON V7780T103 40641 921566 SH SOLE 494516 0 427050 ASE TEST LTD ORD Y02516105 16674 1515810 SH OTHER 1353360 0 162450 AS OF MARCH 31, 2004 S REPORT SUMMARY 268 DATA RECORDS 5467191 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED