13F-HR 1 blum13f1202.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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- CONVERGYS CORPORATION COM 212485106 94069 6209200 SH SOLE 6209200 DIANON SYSTEMS, INC. COM 252826102 19284 404200 SH SOLE 404200 EFUNDS CORPORATION COM 28224R101 22228 2440000 SH SOLE 2440000 FAIR ISAAC & COMPANY INC COM 303250104 238445 5584181 SH SOLE 5584181 HAEMONETICS CORP COM 405024100 71470 3330400 SH SOLE 3330400 INTERLAND INC. COM 458727104 10400 8000000 SH SOLE 8000000 INTUITIVE SURGICAL INC COM 46120E107 3000 487041 SH SOLE 487041 ITT EDUCATIONAL SERVICES, INC. COM 45068B109 26272 1115600 SH SOLE 1115600 NCR CORP. COM 62886E108 87002 3664800 SH SOLE 3664800 NORTHWEST AIRLINES CORP COM 667280101 7313 996304 SH SOLE 996304 PEGASUS SOLUTIONS INC COM 705906105 32366 3226900 SH SOLE 3226900 PENN-AMERICA GROUP, INC. COM 707247102 4525 500000 SH SOLE 500000 PERINI CORPORATION COM 713839108 25856 5823397 SH SOLE 5823397 PLAYTEX PRODUCTS COM 72813P100 100292 10150992 SH SOLE 10150992 PRG-SCHULTZ INTERNATIONAL COM 69357C107 80045 8993780 SH SOLE 8993780 PRG-SCHULTZ INTERNATIONAL NOTE 4.75% 11/06 69357CAA5 53452 5167960 SH SOLE 5167960 SYNOPSYS INC COM 871607107 226421 4906200 SH SOLE 4906200 URS CORP COM 903236107 109593 7701544 SH SOLE 7701544