13F-HR/A 1 blum13f1201.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- COMMSCOPE, INC. COM 203372107 27562 1295800 SH SOLE 1295800 FAIR ISAAC & COMPANY INC COM 303250104 113918 1807650 SH SOLE 1807650 HAEMONETICS CORP COM 405024100 119473 3522200 SH SOLE 3522200 HARLAND (JOHN H.) CO. COM 412693103 54206 2452750 SH SOLE 2452750 INTUITIVE SURGICAL INC COM 46120e107 5638 562141 SH SOLE 562141 LIGHTBRIDGE, INC. COM 532226107 304 25000 SH SOLE 25000 MAGELLAN HEALTH SERVICES, INC COM 559079108 35523 5594200 SH SOLE 5594200 NCR CORP. COM 62886e108 47844 1298000 SH SOLE 1298000 NORTHWEST AIRLINES CORP COM 667280101 22388 1425961 SH SOLE 1425961 PEGASUS SOLUTIONS INC COM 705906105 46130 3248600 SH SOLE 3248600 PERINI CORPORATION COM 713839108 40764 5823397 SH SOLE 5823397 PLAYTEX PRODUCTS COM 72813P100 119529 12259417 SH SOLE 12259417 PROFIT RECOVERY GROUP INTERNAT COM 743168106 21860 2682200 SH SOLE 2682200 SYNOPSYS INC COM 871607107 237515 4020900 SH SOLE 4020900 URS CORP COM 903236107 82684 3016545 SH SOLE 3016545