13F-HR 1 blum13f0904.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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADVISORY BOARD COMPANY THE COM 00762W107 5040 149986 SH SOLE 149986 BISYS GROUP, INC. COM 055472104 54932 3759900 SH SOLE 3759900 CB RICHARD ELLIS GROUP INC. COM 12497T101 671017 29048352 SH SOLE 29048352 CERIDIAN CORPORATION COM 156779100 6215 337600 SH SOLE 337600 COPART, INC. COM 217204106 41466 2190500 SH SOLE 2190500 FAIR ISAAC CORPORATION COM 303250104 22484 770000 SH SOLE 770000 FIRST HEALTH GROUP CORP. COM 320960107 40857 2539266 SH SOLE 2539266 HEALTH MANAGEMENT ASSOC. INC. COM 421933102 58369 2857000 SH SOLE 2857000 ITT EDUCATIONAL SERVICES, INC. COM 45068B109 190748 5291200 SH SOLE 5291200 KINETIC CONCEPTS, INC. COM 49460W208 253412 4822309 SH SOLE 4822309 LINCARE HOLDINGS COM 532791100 70561 2375000 SH SOLE 2375000 MCAFFEE INC. COM 579064106 4112 204600 SH SOLE 204600 PEGASUS SOLUTIONS INC COM 705906105 36853 3091695 SH SOLE 3091695 PERINI CORPORATION COM 713839108 44451 3117147 SH SOLE 3117147 PRG-SCHULTZ INTERNATIONAL COM 69357C107 53307 9287073 SH SOLE 9287073 PRG-SCHULTZ INTERNATIONAL NOTE 4.75% 11/06 69357CAA5 35376 4651939 SH SOLE 4651939 RENAL CARE GROUP, INC. COM 759930100 99504 3087316 SH SOLE 3087316 SYNOPSYS INC COM 871607107 164222 10420188 SH SOLE 10420188 TCF FINANCIAL CORPORATION COM 872275102 35494 1171800 SH SOLE 1171800 TIFFANY & COMPANY COM 886547108 32800 1067000 SH SOLE 1067000 URS CORP COM 903236107 180915 6780907 SH SOLE 6780907 WESTERN WIRELESS CORPORATION COM 95988E204 39455 1534600 SH SOLE 1534600