-----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, GftQo06YKuybXw7566J9VTYoVB8qHo0BczbGKXZIv/bUVzCyVzwupAKKMOn4yl/3 ghU1p/n/gMiQieLN7KGPfQ== 0000912057-00-021689.txt : 20000505 0000912057-00-021689.hdr.sgml : 20000505 ACCESSION NUMBER: 0000912057-00-021689 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20000331 FILED AS OF DATE: 20000504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HUSIC CAPITAL MANAGEMENT CENTRAL INDEX KEY: 0000918214 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 943015492 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-04257 FILM NUMBER: 618947 BUSINESS ADDRESS: STREET 1: 555 CALIFORNIA STREET, SUITE 2900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4153980800 MAIL ADDRESS: STREET 1: 555 CALIFORNIA STREET SUITE 2900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2000 ------------------------- Check here if Amendment [ ]; Amendment Number: ------- This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Investment Manager Filing this Report: Name: Husic Capital Management -------------------------------------------------------------- Address: 555 California Street, Suite 2900 -------------------------------------------------------------- San Francisco, CA 94104 -------------------------------------------------------------- -------------------------------------------------------------- Form 13F File Number: 28- 4257 ------------ 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: John Sanders -------------------------------------------------------------- Title: Compliance Director -------------------------------------------------------------- Phone: 415/398-0800 -------------------------------------------------------------- Signature, Place, and Date of Signing: /s/ San Francisco, CA May 3, 2000 ------------------------- ---------------------------- ------------------- [Signature] [City, State] [Date] Report Type (Check only one): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s)) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported by other reporting manager(s)) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 321 -------------------- Form 13F Information Table Value Total: $ 4,051,193 ------------------- (thousands) List of other Included Managers: Provide a number list of the names(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filled, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries] NONE HUSIC CAPITAL MANAGEMENT MANAGED ASSETS AS OF 3/31/00
- ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ AMR CORP COMMON 1765106 567 17800 SH SOLE 17800 0 0 AT&T CORP COMMON 1957109 476 8446 SH SOLE 5216 0 3230 AT&T CORP-LIBERTY COM LIB GRP A 1957208 110319 1859963 SH SOLE 1629123 0 230840 AXA FINL INC COMMON 2451102 273 7600 SH SOLE 7600 0 0 ACME COMMUNICATION INC COMMON 4631107 5103 223100 SH SOLE 223100 0 0 ACTUATE CORP COMMON 00508B102 5198 96600 SH SOLE 96600 0 0 ADELPHIA COMMUNICATIONS CL A 6848105 4234 86400 SH SOLE 66400 0 20000 ADVANCED FIBRE COMMUNICA COMMON 00754A105 11484 183200 SH SOLE 160100 0 23100 ADVANCED MICRO DEVICES I COMMON 7903107 9096 159400 SH SOLE 48000 0 111400 AGILENT TECHNOLOGIES INC COMMON 00846U101 1508 14500 SH SOLE 14500 0 0 AGILE SOFTWARE CORP DEL COMMON 00846X105 1163 18600 SH SOLE 9400 0 9200 AKAMAI TECHNOLOGIES INC COMMON 00971T101 4149 25800 SH SOLE 7430 0 18370 ALLAIRE CORP COMMON 16714107 8954 118400 SH SOLE 16000 0 102400 ALLOS THERAPEUTICS INC COMMON 19777101 72 5000 SH SOLE 5000 0 0 AMKOR TECHNOLOGY INC COMMON 31652100 29476 555500 SH SOLE 493100 0 62400 ANAREN MICROWAVE INC COMMON 32744104 1918 20000 SH SOLE 20000 0 0 ANTIGENICS INC DEL COMMON 37032109 20 1000 SH SOLE 1000 0 0 APPLE COMPUTER INC COMMON 37833100 625 4600 SH SOLE 0 0 4600 APPLIED MATLS INC COMMON 38222105 54016 573114 SH SOLE 556214 0 16900 APPLIED MICRO CIRCUITS C COMMON 03822W109 58394 389130 SH SOLE 257130 0 132000 ARIBA INC COMMON 04033V104 582 2778 SH SOLE 2778 0 0 ARROWPOINT COMMUNICATION COMMON 42810101 1185 10000 SH SOLE 10000 0 0 ARTISTDIRECT INC COMMON 04315D103 381 50000 SH SOLE 46000 0 4000 ATMEL CORP COMMON 49513104 7160 138697 SH SOLE 104097 0 34600 AVANEX CORP COMMON 05348W109 3961 26100 SH SOLE 26100 0 0 AVENUE A INC COMMON 53566105 610 20000 SH SOLE 20000 0 0 AWARE INC MASS COMMON 05453N100 25146 626700 SH SOLE 607000 0 19700 BJ SVCS CO COMMON 55482103 23803 322200 SH SOLE 307500 0 14700 BALLY TOTAL FITNESS HLDG COMMON 05873K108 6103 249100 SH SOLE 231400 0 17700 BEA SYS INC COMMON 73325102 13588 185182 SH SOLE 71982 0 113200 1 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ BELL ATLANTIC CORP COMMON 77853109 342 5600 SH SOLE 0 0 5600 BINDLEY WESTN INDS INC COMMON 90324104 2850 210131 SH SOLE 195231 0 14900 BIOGEN INC COMMON 90597105 252 3600 SH SOLE 0 0 3600 BLOCKBUSTER INC CL A 93679108 20798 2079800 SH SOLE 2079800 0 0 BOEING CO COMMON 97023105 856 22646 SH SOLE 22646 0 0 BROADBASE SOFTWARE COMMON 11130R100 45601 571800 SH SOLE 448100 0 123700 BROADCOM CORP CL A 111320107 97781 402598 SH SOLE 332298 0 70300 BROCADE COMMUNICATIONS S COMMON 111621108 3228 18000 SH SOLE 0 0 18000 BROOKS AUTOMATION INC COMMON 11434A100 1688 27000 SH SOLE 5200 0 21800 CBS CORP COMMON 12490K107 101126 1785890 SH SOLE 1596090 0 189800 CNET NETWORKS INC COMMON 12613R104 85023 1677400 SH SOLE 1535900 0 141500 CABLEVISION SYS CORP CL A 12686C109 9948 163749 SH SOLE 137049 0 26700 CABLETRON SYS INC COMMON 126920107 97131 3306600 SH SOLE 2949000 0 357600 CACHEFLOW INC COMMON 126946102 4862 41033 SH SOLE 13933 0 27100 CAMINUS CORP COMMON 133766105 410 20500 SH SOLE 0 0 20500 CAREINSITE INC COMMON 14170M106 701 30000 SH SOLE 30000 0 0 CARRIER1 INTL S A DEPOSITORY RECEIPT 144500303 484 25000 SH SOLE 25000 0 0 CELL GENESYS INC COMMON 150921104 3715 174300 SH SOLE 24300 0 150000 CELESTICA INC SUB VTG SHS 15101Q108 4776 90000 SH SOLE 90000 0 0 CENTRA SOFTWARE INC COMMON 15234X103 989 47100 SH SOLE 47100 0 0 CHARTERED SEMICONDUCTOR ADR 16133R106 5005 53100 SH SOLE 53100 0 0 CHASE MANHATTAN CORP NEW COMMON 16161A108 46410 532300 SH SOLE 506500 0 25800 CHOICE ONE COMMUNICATION COMMON 17038P104 444 12500 SH SOLE 12500 0 0 CHORDIANT SOFTWARE INC COMMON 170404107 28 1700 SH SOLE 0 0 1700 CHRIS CRAFT INDS INC COMMON 170520100 1155 18128 SH SOLE 7931 0 10197 CHUBB CORP COMMON 171232101 1314 19454 SH SOLE 19454 0 0 CISCO SYS INC COMMON 17275R102 86285 1116058 SH SOLE 990758 0 125300 CITIGROUP INC COMMON 172967101 50585 844850 SH SOLE 801550 0 43300 CITRIX SYS INC COMMON 177376100 106 1600 SH SOLE 1600 0 0 COCA COLA CO COMMON 191216100 1380 29397 SH SOLE 29397 0 0 COLGATE PALMOLIVE CO COMMON 194162103 753 13351 SH SOLE 13351 0 0 COMCAST CORP CL A SPL 200300200 21167 488000 SH SOLE 420400 0 67600 COMMERCE ONE INC DEL COMMON 200693109 6239 41800 SH SOLE 32500 0 9300 2 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ COM21 INC COMMON 205937105 22255 473500 SH SOLE 453600 0 19900 CONEXANT SYSTEMS INC COMMON 207142100 18575 261615 SH SOLE 185415 0 76200 COOPER CAMERON CORP COMMON 216640102 4153 62100 SH SOLE 55100 0 7000 COPPER MTN NETWORKS INC COMMON 217510106 14519 177200 SH SOLE 177200 0 0 CREDENCE SYS CORP COMMON 225302108 23052 184231 SH SOLE 167031 0 17200 CREE INC COMMON 225447101 43231 383000 SH SOLE 305100 0 77900 CYPRESS COMMUNICATIONS I COMMON 232743104 2058 84000 SH SOLE 84000 0 0 CYPRESS SEMICONDUCTOR CO COMMON 232806109 119218 2433016 SH SOLE 2067001 0 366015 DELANO TECHNOLOGY CORP COMMON 245701107 29 1300 SH SOLE 1300 0 0 DIGITAL IMPACT INC DEL COMMON 25385G106 747 21000 SH SOLE 0 0 21000 DIGITAL IS INC DEL COMMON 25385N101 8306 136300 SH SOLE 133700 0 2600 DIGITAS INC COMMON 25388K104 2205 90000 SH SOLE 90000 0 0 DISNEY WALT CO COMMON 254687106 2661 64500 SH SOLE 46600 0 17900 DOBSON COMMUNICATIONS CO CL A 256069105 2854 124100 SH SOLE 124100 0 0 DOLLAR THRIFTY AUTOMOTIV COMMON 256743105 207 12023 SH SOLE 12023 0 0 DRUGSTORE COM INC COMMON 262241102 1589 120500 SH SOLE 120500 0 0 E M C CORP MASS COMMON 268648102 1310 10400 SH SOLE 3600 0 6800 ENSCO INTL INC COMMON 26874Q100 30124 833895 SH SOLE 733395 0 100500 E PIPHANY INC COMMON 26881V100 855 6400 SH SOLE 6400 0 0 E-TEK DYNAMICS INC COMMON 269240107 90304 383866 SH SOLE 349866 0 34000 EAGLE WIRELESS INTL INC COMMON 27002R101 547 47600 SH SOLE 47600 0 0 ECHOSTAR COMMUNICATIONS CL A 278762109 4939 62516 SH SOLE 36516 0 26000 EFFICIENT NETWORKS INC COMMON 282056100 7071 45400 SH SOLE 39000 0 6400 ELECTRONIC ARTS INC COMMON 285512109 975 13700 SH SOLE 10900 0 2800 ELECTRONICS FOR IMAGING COMMON 286082102 1092 18195 SH SOLE 18195 0 0 E MACHINES INC COMMON 29076P102 6000 1000000 SH SOLE 1000000 0 0 EMULEX CORP COM NEW 292475209 6984 64000 SH SOLE 64000 0 0 ENRON CORP COMMON 293561106 74090 989516 SH SOLE 946716 0 42800 ERICSSON L M TEL CO DEPOSITORY RECEIPT 294821400 994 10600 SH SOLE 7200 0 3400 EXIDE CORP COMMON 302051107 2552 216000 SH SOLE 216000 0 0 EXXON MOBIL CORP COMMON 30231G102 1624 20836 SH SOLE 20836 0 0 FAIRCHILD SEMICONDUCTOR CL A 303726103 51097 1399911 SH SOLE 1399911 0 0 FEDERATED DEPT STORES IN COMMON 31410H101 739 17500 SH SOLE 17500 0 0 3 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ FLUOR CORP COMMON 343861100 506 16311 SH SOLE 16311 0 0 FREEMARKETS INC COMMON 356602102 448 3700 SH SOLE 3700 0 0 GT GROUP TELECOM INC CL B NON VTG 362359408 3920 187800 SH SOLE 187800 0 0 GADZOOX NETWORKS INC COMMON 362555104 791 16500 SH SOLE 800 0 15700 GAP INC DEL COMMON 364760108 428 8600 SH SOLE 0 0 8600 GATEWAY INC COMMON 367626108 244 4600 SH SOLE 0 0 4600 GENENTECH INC COM NEW 368710406 1262 8300 SH SOLE 8300 0 0 GENERAL ELEC CO COMMON 369604103 529 3400 SH SOLE 0 0 3400 GENERAL MTRS CORP COMMON 370442105 785 9482 SH SOLE 9482 0 0 GENERAL MTRS CORP CL H NEW 370442832 2054 16500 SH SOLE 12500 0 4000 GENESIS MICROCHIP INC COMMON 371933102 1523 70000 SH SOLE 70000 0 0 GETTHERE COM INC COMMON 374266104 1784 116000 SH SOLE 100000 0 16000 GLOBAL INDS LTD COMMON 379336100 8155 557600 SH SOLE 529500 0 28100 GLOBAL MARINE INC COMMON 379352404 9856 388400 SH SOLE 388400 0 0 GLOBESPAN INC COMMON 379571102 3986 39100 SH SOLE 32800 0 6300 GOLDEN ST BANCORP INC COMMON 381197102 1098 73500 SH SOLE 73500 0 0 GRANITE BROADCASTING COR COMMON 387241102 1335 187300 SH SOLE 187300 0 0 GRANT PRIDECO INC COMMON 38821G101 11433 605700 SH SOLE 575100 0 30600 HARMONIC INC COMMON 413160102 19804 237882 SH SOLE 232882 0 5000 HARRAHS ENTMT INC COMMON 413619107 1671 90000 SH SOLE 90000 0 0 HEALTHCENTRAL COM COMMON 42221V106 28 5000 SH SOLE 5000 0 0 HEINZ H J CO COMMON 423074103 928 26600 SH SOLE 26600 0 0 HERTZ CORP CL A 428040109 450 13218 SH SOLE 13218 0 0 HI / FN INC COMMON 428358105 12642 194300 SH SOLE 186900 0 7400 HOTEL RESERVATIONS NETWO CL A 441451101 355 20000 SH SOLE 20000 0 0 HOUSEHOLD INTL INC COMMON 441815107 46506 1246399 SH SOLE 1102424 0 143975 ICG COMMUNICATIONS INC COMMON 449246107 27238 754000 SH SOLE 727000 0 27000 IMC GLOBAL INC COMMON 449669100 3015 205300 SH SOLE 205300 0 0 ITXC CORP COMMON 45069F109 240 5100 SH SOLE 0 0 5100 ILLUMINET HLDGS INC COMMON 452334105 394 8000 SH SOLE 8000 0 0 IMPROVENET INC COMMON 45321E106 111 15000 SH SOLE 15000 0 0 INFINEON TECHNOLOGIES AG DEPOSITORY RECEIPT 45662N103 1213 21100 SH SOLE 1700 0 19400 INFONET SVCS CORP CL B 45666T106 201 8900 SH SOLE 8900 0 0 4 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ INFORTE CORP COMMON 45677R107 230 4700 SH SOLE 1400 0 3300 INFOSPACE INC COMMON 45678T102 52646 361982 SH SOLE 303532 0 58450 INTERACTIVE INV INTL PLC DEPOSITORY RECEIPT 457955102 183 5000 SH SOLE 5000 0 0 INTEGRATED DEVICE TECHNO COMMON 458118106 69027 1742000 SH SOLE 1558300 0 183700 INTEGRATED SILICON SOLUT COMMON 45812P107 3330 113600 SH SOLE 113600 0 0 INTEL CORP COMMON 458140100 712 5400 SH SOLE 0 0 5400 INTEGRATED INFORMATION S COMMON 45817B103 2180 100000 SH SOLE 0 0 100000 INTERNET INITIATIVE JAPA DEPOSITORY RECEIPT 46059T109 3279 47015 SH SOLE 41615 0 5400 INTERNET COM CORP COMMON 460967102 21080 503400 SH SOLE 503400 0 0 INTERTAN INC COMMON 461120107 602 43800 SH SOLE 43800 0 0 INTERTRUST TECHNOLOGIES COMMON 46113Q109 11246 264600 SH SOLE 264600 0 0 INTERWOVEN INC COMMON 46114T102 3358 30600 SH SOLE 30600 0 0 INTIMATE BRANDS INC CL A 461156101 1280 31066 SH SOLE 27466 0 3600 IT GROUP INC COMMON 465266104 1194 157900 SH SOLE 157900 0 0 JDS UNIPHASE CORP COMMON 46612J101 91989 763000 SH SOLE 652600 0 110400 JNI CORP COMMON 46622G105 738 14500 SH SOLE 14500 0 0 JEFFERIES GROUP INC NEW COMMON 472319102 1414 61800 SH SOLE 61800 0 0 JUNIPER NETWORKS INC COMMON 48203R104 433 1643 SH SOLE 1643 0 0 KLA-TENCOR CORP COMMON 482480100 4061 48198 SH SOLE 43698 0 4500 KENNAMETAL INC COMMON 489170100 11806 392700 SH SOLE 380800 0 11900 KERR MCGEE CORP COMMON 492386107 1383 23953 SH SOLE 18953 0 5000 LSI LOGIC CORP COMMON 502161102 67989 936164 SH SOLE 647964 0 288200 LAM RESEARCH CORP COMMON 512807108 42544 944105 SH SOLE 659405 0 284700 LANDACORP INC COMMON 514756105 491 45700 SH SOLE 0 0 45700 LAUDER ESTEE COS INC CL A 518439104 340 6800 SH SOLE 0 0 6800 LEAP WIRELESS INTL INC COMMON 521863100 36386 368700 SH SOLE 347600 0 21100 LENDINGTREE INC COMMON 52602Q105 338 25000 SH SOLE 0 0 25000 LEVEL COMMON 52729N100 1110 10500 SH SOLE 10500 0 0 LIBERTY DIGITAL INC CL A 530436104 15169 394000 SH SOLE 384300 0 9700 LIFEMINDERS COM INC COMMON 53219H108 75 1100 SH SOLE 1100 0 0 LIGHTSPAN PARTNERSHIP IN COMMON 532262102 5801 326800 SH SOLE 216200 0 110600 LIMITED INC COMMON 532716107 543 12900 SH SOLE 12900 0 0 LUCENT TECHNOLOGIES INC COMMON 549463107 1201 19600 SH SOLE 15200 0 4400 5 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ LUMINANT WORLDWIDE CORP COMMON 550260103 166 10000 SH SOLE 10000 0 0 LUMINEX CORP DEL COMMON 55027E102 3784 175000 SH SOLE 175000 0 0 MCI WORLDCOM INC COMMON 55268B106 20 450 SH SOLE 0 0 450 MGM GRAND INC COMMON 552953101 9149 381200 SH SOLE 322000 0 59200 MRV COMMUNICATIONS INC COMMON 553477100 458 5000 SH SOLE 5000 0 0 MANDALAY RESORT GROUP COMMON 562567107 4936 292500 SH SOLE 275500 0 17000 MANUGISTICS GROUP INC COMMON 565011103 11837 232100 SH SOLE 232100 0 0 MARINE DRILLING COS INC COM PAR $0.01 568240204 24740 901700 SH SOLE 863900 0 37800 MATTSON TECHNOLOGY INC COMMON 577223100 2323 54500 SH SOLE 54500 0 0 MCAFEE COM CORP CL A 579062100 258 5000 SH SOLE 5000 0 0 MEDIACOM COMMUNICATIONS CL A 58446K105 1943 139400 SH SOLE 139400 0 0 MEDTRONIC INC COMMON 585055106 1589 30900 SH SOLE 19600 0 11300 MELLON FINL CORP COMMON 58551A108 7829 263150 SH SOLE 183050 0 80100 MERCURY INTERACTIVE CORP COMMON 589405109 935 11800 SH SOLE 11800 0 0 MERRILL LYNCH & CO INC COMMON 590188108 5681 54100 SH SOLE 0 0 54100 METASOLV SOFTWARE INC COMMON 591393103 9621 162900 SH SOLE 127700 0 35200 METRO GOLDWYN MAYER INC COMMON 591610100 50391 1980970 SH SOLE 1781622 0 199348 MICREL INC COMMON 594793101 2266 23600 SH SOLE 10400 0 13200 MICROSOFT CORP COMMON 594918104 1015 9550 SH SOLE 1250 0 8300 MICRON TECHNOLOGY INC COMMON 595112103 1726 13700 SH SOLE 10000 0 3700 MIDCOM PRIVATE PLACEMENT COMMON 59563X102 9 245000 SH SOLE 245000 0 0 MISSION CRITICAL SOFTWAR COMMON 605047109 5024 82200 SH SOLE 82200 0 0 MORGAN STANLEY DEAN WITT COM NEW 617446448 72674 876914 SH SOLE 768814 0 108100 MOTOROLA INC COMMON 620076109 41289 282800 SH SOLE 233500 0 49300 NBC INTERNET INC CL A 62873D105 58073 1348582 SH SOLE 1281782 0 66800 NABORS INDS INC COMMON 629568106 96818 2494513 SH SOLE 2367113 0 127400 NATIONAL SEMICONDUCTOR C COMMON 637640103 94819 1560806 SH SOLE 1431406 0 129400 NAVISITE INC COMMON 63935M109 1071 8800 SH SOLE 8800 0 0 NETPLIANCE INC COMMON 64115K103 508 35000 SH SOLE 35000 0 0 NETSILICON INC COMMON 64115X105 5951 275200 SH SOLE 275200 0 0 NETOPTIX CORP COMMON 64116F103 3092 18000 SH SOLE 9600 0 8400 NETRATINGS INC COMMON 64116M108 623 25000 SH SOLE 10000 0 15000 NET2000 COMMUNICATIONS I COMMON 64122G103 119 5000 SH SOLE 5000 0 0 6 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ NEXTEL COMMUNICATIONS IN CL A 65332V103 6360 42900 SH SOLE 36800 0 6100 NEXTEL PARTNERS INC CL A 65333F107 4565 157400 SH SOLE 154100 0 3300 NEXT LEVEL COMM INC COMMON 65333U104 13420 123400 SH SOLE 20700 0 102700 NIKU CORP COMMON 654113109 568 12000 SH SOLE 12000 0 0 NOKIA CORP PFD DEPOSITORY RECEIPT 654902204 41522 187036 SH SOLE 180036 0 7000 NORTEL NETWORKS CORP COMMON 656569100 30748 243791 SH SOLE 238691 0 5100 NOVELL INC COMMON 670006105 3172 110800 SH SOLE 110800 0 0 OTG SOFTWARE INC COMMON 671059103 1008 25000 SH SOLE 25000 0 0 OCEANEERING INTL INC COMMON 675232102 5996 319800 SH SOLE 319800 0 0 ONDISPLAY INC COMMON 68232L100 735 8900 SH SOLE 8900 0 0 ONLINE RES & COMMUNICATI COMMON 68273G101 2578 150000 SH SOLE 150000 0 0 ONVIA COM INC COMMON 68338T106 211 10000 SH SOLE 10000 0 0 ORACLE CORP COMMON 68389X105 13064 167356 SH SOLE 119456 0 47900 ORAPHARMA INC COMMON 68554E106 130 7000 SH SOLE 7000 0 0 OSICOM TECHNOLOGIES INC COM PAR $0.30 688271501 12224 108900 SH SOLE 95400 0 13500 PLX TECHNOLOGY INC COMMON 693417107 26332 707200 SH SOLE 693800 0 13400 PMC-SIERRA INC COMMON 69344F106 10184 50000 SH SOLE 50000 0 0 PALM INC COMMON 696642107 413 9200 SH SOLE 9200 0 0 PARK PL ENTMT CORP COMMON 700690100 1890 163500 SH SOLE 142900 0 20600 PEGASUS COMMUNICATIONS C CL A 705904100 32415 230300 SH SOLE 214400 0 15900 PERSISTENCE SOFTWARE INC COMMON 715329108 368 18500 SH SOLE 18500 0 0 PHONE COM INC COMMON 71920Q100 6634 40666 SH SOLE 30866 0 9800 PIVOTAL CORP COMMON 72581R106 305 9500 SH SOLE 5600 0 3900 PREDICTIVE SYS INC COMMON 74036W102 2889 63400 SH SOLE 57500 0 5900 PREVIEW SYS INC COMMON 741379101 203 4300 SH SOLE 4300 0 0 PRIMEDIA INC COMMON 74157K101 2515 78600 SH SOLE 78600 0 0 PRIME RESPONSE INC COMMON 74158B100 1144 75000 SH SOLE 75000 0 0 PRIDE INTL INC COMMON 741932107 11603 507250 SH SOLE 507250 0 0 PRIORITY HEALTHCARE CORP CL B 74264T102 32070 638217 SH SOLE 617967 0 20250 PSI TECHNOLOGIES HLDGS I DEPOSITORY RECEIPT 74438Q109 42 2500 SH SOLE 0 0 2500 PUMA TECHNOLOGY INC COMMON 745887109 2977 58800 SH SOLE 58800 0 0 QUALCOMM INC COMMON 747525103 1986 13300 SH SOLE 11600 0 1700 QUINTUS CORP COMMON 748798105 178 6000 SH SOLE 6000 0 0 7 - ------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ VOTING AUTHORITY - ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR PRN SH/ PUT/ INVEST OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) AMT PRN CALL DISC MANAGER SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ QWEST COMMUNICATIONS INT COMMON 749121109 1632 34000 SH SOLE 25800 0 8200 RSA SEC INC COMMON 749719100 3725 71900 SH SOLE 55400 0 16500 RAMBUS INC DEL COMMON 750917106 1620 5500 SH SOLE 5500 0 0 RALSTON PURINA CO COM RAL-PUR GP 751277302 993 36100 SH SOLE 36100 0 0 RAZORFISH INC CL A 755236106 72 2602 SH SOLE 2602 0 0 REDBACK NETWORKS INC COMMON 757209101 471 1569 SH SOLE 1569 0 0 REGENT COMMUNICATIONS IN COMMON 758865109 309 25000 SH SOLE 25000 0 0 REGISTER COM INC COMMON 75914G101 1043 15000 SH SOLE 2000 0 13000 REPUBLIC SVCS INC COMMON 760759100 638 58300 SH SOLE 58300 0 0 RESEARCH IN MOTION LTD COMMON 760975102 1491 14000 SH SOLE 14000 0 0 RETEK INC COMMON 76128Q109 507 12300 SH SOLE 12300 0 0 RIVERDEEP GROUP PLC DEPOSITORY RECEIPT 76870Q109 1613 40000 SH SOLE 40000 0 0 ROWAN COS INC COMMON 779382100 27542 935600 SH SOLE 901000 0 34600 RYANAIR HLDGS PLC DEPOSITORY RECEIPT 783513104 8340 181800 SH SOLE 181800 0 0 SDL INC COMMON 784076101 51766 243174 SH SOLE 185674 0 57500 SABRE HLDGS CORP CL A 785905100 469 12860 SH SOLE 12860 0 0 SAFEWAY INC COM NEW 786514208 944 20871 SH SOLE 20871 0 0 SAGE INC COMMON 786632109 55 2500 SH SOLE 0 0 2500 SANDISK CORP COMMON 80004C101 23569 192400 SH SOLE 171200 0 21200 SATYAM INFOWAY LTD DEPOSITORY RECEIPT 804099109 16 300 SH SOLE 300 0 0 SAWTEK INC COMMON 805468105 1756 33400 SH SOLE 22000 0 11400 SCHLUMBERGER LTD COMMON 806857108 910 11900 SH SOLE 8700 0 3200 SCHWAB CHARLES CORP NEW COMMON 808513105 1019 17938 SH SOLE 10838 0 7100 SCIENTIFIC ATLANTA INC COMMON 808655104 202 3200 SH SOLE 0 0 3200 SELECTICA INC COMMON 816288104 671 7600 SH SOLE 7600 0 0 724 COMMON 81788Q100 3299 26500 SH SOLE 10300 0 16200 SIEBEL SYS INC COMMON 826170102 66586 557500 SH SOLE 532800 0 24700 SILICON LABORATORIES INC COMMON 826919102 885 10000 SH SOLE 10000 0 0 SMARTDISK CORP COMMON 83169Q105 999 37700 SH SOLE 37700 0 0 SMITH INTL INC COMMON 832110100 12354 159400 SH SOLE 159400 0 0 SOLECTRON CORP COMMON 834182107 554 13800 SH SOLE 0 0 13800 SOUTHWEST AIRLS CO COMMON 844741108 1351 64900 SH SOLE 64900 0 0 STARBUCKS CORP COMMON 855244109 2057 45900 SH SOLE 45900 0 0 8 - 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