13F-HR 1 blum13f0604.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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- CB RICHARD ELLIS GROUP INC. COM 12497T101 557917 29210332 SH SOLE 29210332 FIRST HEALTH GROUP CORP. COM 320960107 44633 2859266 SH SOLE 2859266 HEALTH MANAGEMENT ASSOC. INC. COM 421933102 36926 1647000 SH SOLE 1647000 IMPATH, INC. COM 45255G101 7251 1318427 SH SOLE 1318427 ITT EDUCATIONAL SERVICES, INC. COM 45068B109 156414 4114000 SH SOLE 4114000 KINETIC CONCEPTS, INC. COM 49460W208 240809 4825838 SH SOLE 4825838 LABORATORY CORP. OF AMERICA COM 50540R409 24658 621118 SH SOLE 621118 LINCARE HOLDINGS COM 532791100 24974 760000 SH SOLE 760000 NCR CORP. COM 62886E108 42548 858000 SH SOLE 858000 NU SKIN ENTERPRISES COM 67018T105 37980 1500000 SH SOLE 1500000 PEGASUS SOLUTIONS INC COM 705906105 40594 3091695 SH SOLE 3091695 PERINI CORPORATION COM 713839108 33260 3117147 SH SOLE 3117147 PRG-SCHULTZ INTERNATIONAL COM 69357C107 50800 9287073 SH SOLE 9287073 PRG-SCHULTZ INTERNATIONAL NOTE 4.75% 11/06 69357CAA5 35916 4651939 SH SOLE 4651939 RENAL CARE GROUP, INC. COM 759930100 102283 3087316 SH SOLE 3087316 SELECT MEDICAL CORPORATION COM 816196109 37157 2768800 SH SOLE 2768800 SYNOPSYS INC COM 871607107 282425 9934038 SH SOLE 9934038 TCF FINANCIAL CORPORATION COM 872275102 34011 585900 SH SOLE 585900 URS CORP COM 903236107 185797 6780907 SH SOLE 6780907 WESTERN WIRELESS CORPORATION COM 95988E204 21815 754600 SH SOLE 754600