-----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, U1FoLz9AiPLBM9//31VQ38yHOLV7X6zk4iF7i+HhumR3R5Pf4mlJtatJVnvOUClN ohvDwW3hdxtVcPxgxk5rMA== 0000355414-01-500057.txt : 20010815 0000355414-01-500057.hdr.sgml : 20010815 ACCESSION NUMBER: 0000355414-01-500057 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20010630 FILED AS OF DATE: 20010814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STRONG CAPITAL MANAGEMENT INC ET AL CENTRAL INDEX KEY: 0000094911 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 391213042 STATE OF INCORPORATION: WI FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01202 FILM NUMBER: 1711985 BUSINESS ADDRESS: STREET 1: 100 HERITAGE RESERVE CITY: MENOMONEE FALLS STATE: WI ZIP: 53051 BUSINESS PHONE: 4143593400 MAIL ADDRESS: STREET 1: 100 HERITAGE RESERVE CITY: MENOMONEE FALLS STATE: WI ZIP: 53051 FORMER COMPANY: FORMER CONFORMED NAME: STRONG CAPITAL MANAGEMENT INC DATE OF NAME CHANGE: 19960517 FORMER COMPANY: FORMER CONFORMED NAME: STRONG R S CAPITAL MANAGEMENT DATE OF NAME CHANGE: 19750331 FORMER COMPANY: FORMER CONFORMED NAME: STRONG R S CAPITAL MANAGEMENT INC DATE OF NAME CHANGE: 19761202 13F-HR 1 f13strong601.txt 13F-STRONG 6/30/01 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2001 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one); [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Strong Capital Management, Inc. Address: 100 Heritage Reserve P.O. Box 2936 Milwaukee, WI 53201 13F File Number: 28-1202 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: Elizabeth N. Cohernour Title: Vice President Phone: 414-359-3371 Signature, Place, and Date of Signing: /s/Elizabeth N. Cohernour Menomonee Falls, Wisconsin August 14, 2001 Report Type (Check only one): [ ] 13F HOLDINGS REPORT [ ] 13F NOTICE [X ] 13F COMBINATION REPORT I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 1,138 Form 13F Information Table Value Total: 20,536,399 List of Other Included Managers: No. 13F File Number Name 01 None Flint Prairie, L.L.C. 02 None Sloate, Wisman, Murray & Company
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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADC TELECOMMUNICATIONS INC COMMON 000886101 55191 8362225 SH DEFINED 01 8328525 0 33700 ABM INDUSTRIES INC COMMON 000957100 9499 255000 SH SOLE 251190 0 3810 ACT MANUFACTURING INC CONV SUB CONVRT 000973AB3 2115 4000000 PRN SOLE 4000000 0 0 THE AES CORPORATION COMMON 00130H105 109 2530 SH SOLE 1190 0 1340 AK STEEL HOLDING CORPORATION COMMON 001547108 15082 1202700 SH SOLE 845600 0 357100 AMC ENTERTAINMENT INC COMMON 001669100 963 74115 SH DEFINED 01 74115 0 0 AMR CORPORATION COMMON 001765106 61887 1712900 SH DEFINED 01 1712900 0 0 AOL TIME WARNER INC COMMON 00184A105 298126 5625010 SH DEFINED 01 4762115 0 862895 ATI TECHNOLOGIES INC COMMON 001941103 3200 343000 SH SOLE 343000 0 0 AT & T CORPORATION COMMON 001957109 56954 2588825 SH DEFINED 02 2580316 0 8509 AT&T CORP-LIBERTY MEDIA GROUP COMMON 001957208 146336 8366834 SH DEFINED 01 7892255 0 474579 ATMI INC COMMON 00207R101 4680 156000 SH SOLE 142000 0 14000 AT&T WIRELESS SERVICES INC COMMON 00209A106 17911 1095471 SH DEFINED 02 1095471 0 0 AVX CORPORATION COMMON 002444107 76992 3666285 SH DEFINED 02 3651085 0 15200 AXP EQUITY SELECT FUND-Y COMMON 00245H305 625 54891 SH SOLE 54891 0 0 AXP INTERNATIONAL FUND-Y COMMON 00245P307 386 56113 SH SOLE 56113 0 0 AXP DIVERS EQUITY INCOME-Y COMMON 00245Q305 235 25109 SH SOLE 25109 0 0 AXP NEW DIMENSIONS FUND-Y COMMON 00245V304 797 30750 SH SOLE 30750 0 0 ABBOTT LABORATORIES COMMON 002824100 92050 1917308 SH SOLE 1647808 0 269500 ABERCROMBIE & FITCH COMPANY CL COMMON 002896207 34704 779874 SH DEFINED 01 763335 0 16539 ABGENIX INC COMMON 00339B107 1206 26800 SH SOLE 26800 0 0 ACCREDO HEALTH INC COMMON 00437V104 2759 74200 SH SOLE 74200 0 0 ACTIVISION INC COMMON 004930202 13364 340478 SH DEFINED 01 334440 0 6038 ACTION PERFORMANCE COMPANIES I COMMON 004933107 26725 1069010 SH DEFINED 01 1037950 0 31060 ACTION PERFORMANCE COMP CONV CONVRT 004933AB3 7565 8548000 PRN DEFINED 01 8298000 0 250000 ACTUANT CORPORATION-CL A COMMON 00508X203 1 60 SH DEFINED 01 60 0 0 ACXIOM CORPORATION COMMON 005125109 764 58350 SH DEFINED 01 56455 0 1895 ADECCO SA-ADR COMMON 006754105 209 17500 SH SOLE 17500 0 0 ADELPHIA BUS SOLUTIONS INC COMMON 006847107 8567 2089600 SH SOLE 1914100 0 175500 ADELPHIA COMMUNICATIONS CORP-C COMMON 006848105 10811 263690 SH SOLE 153990 0 109700 ADMINISTAFF INC COMMON 007094105 989 38040 SH DEFINED 02 38040 0 0 ADOBE SYSTEMS INC COMMON 00724F101 23655 503300 SH SOLE 503300 0 0 ADTRAN INC COMMON 00738A106 3659 178500 SH SOLE 178500 0 0 ADVANCED DIGITAL INFO CORP COMMON 007525108 3512 203000 SH SOLE 203000 0 0 ADVANCED MARKETING SERVICES COMMON 00753T105 420 20150 SH SOLE 20150 0 0 ADVANCED FIBRE COMMUNICATIONS COMMON 00754A105 23100 1100000 SH SOLE 1100000 0 0 ADVANCED NEUROMODULATION SYSTE COMMON 00757T101 7940 305400 SH SOLE 305400 0 0 ADVANCED MICRO DEVICES INC COMMON 007903107 54486 1886650 SH SOLE 1610250 0 276400 ADVANCEPCS COMMON 00790K109 32 500 SH SOLE 500 0 0 AFFILIATED COMPUTER SRVCS-CL A COMMON 008190100 338 4700 SH SOLE 4700 0 0 AGERE SYSTEMS INC-A COMMON 00845V100 17736 2364800 SH DEFINED 01 2364800 0 0 AGILENT TECHNOLOGIES INC COMMON 00846U101 5612 172686 SH DEFINED 01 02 171145 0 1541 AGRIUM INC COMMON 008916108 7723 772300 SH SOLE 441400 0 330900 AIR PRODUCTS & CHEMICALS INC COMMON 009158106 26457 578300 SH SOLE 543200 0 35100 AIRGAS INC COMMON 009363102 2069 173900 SH SOLE 173900 0 0 AKAMAI TECHNOLOGIES INC COMMON 00971T101 230 25100 SH SOLE 25100 0 0 ALASKA AIR GROUP INC COMMON 011659109 5540 191700 SH SOLE 191700 0 0 ALBERTSONS INC COMMON 013104104 15 500 SH SOLE 500 0 0 ALCAN INC COMMON 013716105 14320 340800 SH SOLE 340800 0 0 ALCOA INC COMMON 013817101 37202 944205 SH DEFINED 02 503505 0 440700 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALKERMES INC COMMON 01642T108 35335 1006700 SH SOLE 826170 0 180530 ALLEGHENY ENERGY INC COMMON 017361106 222 4600 SH SOLE 4600 0 0 ALLEGIANCE TELECOM INC COMMON 01747T102 21649 1444200 SH SOLE 1428500 0 15700 ALLERGAN INC COMMON 018490102 299 3500 SH DEFINED 02 3500 0 0 ALLIED CAPITAL CORPORATION COMMON 01903Q108 9781 422500 SH SOLE 240900 0 181600 ALLIED HEALTHCARE PRODUCTS INC COMMON 019222108 1489 461210 SH SOLE 439479 0 21731 ALLIED WASTE INDUSTRIES INC COMMON 019589308 5450 291750 SH DEFINED 01 289500 0 2250 ALLMERICA FINANCIAL CORP COMMON 019754100 23000 400000 SH SOLE 303400 0 96600 ALLSCRIPTS HEALTHCARE SOLUT COMMON 01988P108 7342 815800 SH SOLE 749900 0 65900 THE ALLSTATE CORPORATION COMMON 020002101 12204 277425 SH SOLE 241325 0 36100 ALLTEL CORPORATION COMMON 020039103 31759 518430 SH SOLE 513600 0 4830 ALTERA CORPORATION COMMON 021441100 56507 1948500 SH SOLE 1940400 0 8100 AMAZON.COM INC COMMON 023135106 532 37600 SH SOLE 37600 0 0 AMBAC FINANCIAL GROUP INC COMMON 023139108 29 500 SH SOLE 500 0 0 AMERADA HESS CORPORATION COMMON 023551104 436 5400 SH DEFINED 5400 0 0 AMERICAN ELECTRIC POWER CO INC COMMON 025537101 18 390 SH SOLE 390 0 0 AMERICAN EAGLE OUTFITTERS INC COMMON 02553E106 7161 203200 SH SOLE 158900 0 44300 AMERICAN EXPRESS COMPANY COMMON 025816109 12309 317232 SH DEFINED 02 317232 0 0 AMERICAN GREETINGS CORP-CL A COMMON 026375105 3 300 SH SOLE 300 0 0 AMERICAN HOME PRODUCTS CORPORA COMMON 026609107 44267 757474 SH SOLE 596604 0 160870 AMERICAN INTERNATIONAL GROUP I COMMON 026874107 139376 1620653 SH DEFINED 02 1409847 0 210806 AMERICAN MEDICAL SYSTEMS HOLDI COMMON 02744M108 7522 490000 SH DEFINED 01 469750 0 20250 AMERICAN POWER CONVERSION CORP COMMON 029066107 17996 1142600 SH SOLE 1142600 0 0 AMERICAN STANDARD COMPANIES COMMON 029712106 30 500 SH SOLE 500 0 0 AMERICREDIT CORPORATION COMMON 03060R101 21147 407070 SH DEFINED 01 403330 0 3740 AMERISOURCE HEALTH CORP CLASS COMMON 03071P102 34507 624000 SH DEFINED 01 583900 0 40100 AMGEN INC COMMON 031162100 20440 336857 SH DEFINED 01 76136 0 260721 ANADARKO PETROLEUM CORPORATION COMMON 032511107 28705 531274 SH DEFINED 01 02 513896 0 17378 ANALOG DEVICES INC COMMON 032654105 47627 1101203 SH SOLE 971797 0 129406 ANCHOR GAMING COMMON 033037102 2475 38300 SH SOLE 38300 0 0 ANHEUSER-BUSCH COMPANIES INC COMMON 035229103 14568 353582 SH SOLE 353582 0 0 ANSWERTHINK INC COMMON 036916104 3344 334700 SH DEFINED 01 334700 0 0 AON CORPORATION COMMON 037389103 3227 92200 SH SOLE 92200 0 0 APACHE CORPORATION COMMON 037411105 69368 1366855 SH DEFINED 1364990 0 1865 APARTMENT INVESTMENT & MGMT CO COMMON 03748R101 28260 586300 SH SOLE 586300 0 0 APOLLO GROUP INC CLASS A COMMON 037604105 9827 231500 SH SOLE 231500 0 0 APOGENT TECHNOLOGIES INC COMMON 03760A101 77408 3146685 SH DEFINED 01 3111397 0 35288 APPLE COMPUTER INC COMMON 037833100 23182 997090 SH SOLE 956590 0 40500 APPLEBEES INTERNATIONAL INC COMMON 037899101 8169 379242 SH DEFINED 01 378206 0 1036 APRIA HEALTHCARE GROUP INC COMMON 037933108 5432 188300 SH SOLE 188300 0 0 APPLERA CORP-APPLIED BIOSYSTEM COMMON 038020103 2743 102544 SH DEFINED 02 102544 0 0 APPLERA CORP-CELERA GENOMICS G COMMON 038020202 1150 29000 SH DEFINED 02 29000 0 0 APPLIED MATERIALS INC COMMON 038222105 68104 1387049 SH SOLE 855410 0 531639 APPLIED MICRO CIRCUITS CORPORA COMMON 03822W109 33162 1928038 SH DEFINED 01 1913375 0 14663 APTARGROUP INC COMMON 038336103 14645 451600 SH SOLE 419600 0 32000 AQUILA INC COMMON 03840J106 12 500 SH DEFINED 01 500 0 0 ARBITRON INC COMMON 03875Q108 1375 57052 SH DEFINED 01 48460 0 8592 ARCH COAL INC COMMON 039380100 1666 64400 SH DEFINED 01 64400 0 0 ARCHSTONE COMMUNITIES TRUST COMMON 039581103 10387 402900 SH SOLE 402900 0 0 ARENA PHARMACEUTICALS INC COMMON 040047102 5564 182500 SH SOLE 182500 0 0 ARGOSY GAMING COMPANY COMMON 040228108 36 1300 SH SOLE 1300 0 0 ARIBA INC COMMON 04033V104 146 26500 SH SOLE 26500 0 0 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ARM HOLDINGS PLC SPONSORED ADR COMMON 042068106 1012 85000 SH SOLE 85000 0 0 ARMOR HOLDINGS INC COMMON 042260109 11436 762410 SH SOLE 750430 0 11980 ASPEN TECHNOLOGY INC COMMON 045327103 1174 48500 SH SOLE 48500 0 0 AT HOME CORPORATION SERIES A COMMON 045919107 8314 3885000 SH SOLE 3885000 0 0 ASTORIA FINANCIAL CORPORATION COMMON 046265104 1084 19702 SH SOLE 16850 0 2852 ASYST TECHNOLOGIES INC COMMON 04648X107 1532 113500 SH SOLE 113500 0 0 ATLANTIC COAST AIRLINES HLDGS COMMON 048396105 3721 124060 SH DEFINED 01 124060 0 0 ATMEL CORPORATION COMMON 049513104 1198 88776 SH SOLE 74940 0 13836 ATWOOD OCEANICS INC COMMON 050095108 4574 130300 SH SOLE 130300 0 0 AUTHENTIC HOMES CORPORATION COMMON 052662103 0 10000 SH SOLE 0 0 10000 AUTODESK INC COMMON 052769106 2126 57000 SH SOLE 57000 0 0 AUTOMATIC DATA PROCESSING INC COMMON 053015103 399 8020 SH SOLE 3810 0 4210 AUTONATION INCORPORATED COMMON 05329W102 8610 742200 SH SOLE 632900 0 109300 AVAYA INC COMMON 053499109 1 44 SH SOLE 44 0 0 AVIRON COMMON 053762100 5392 94600 SH SOLE 94600 0 0 AVNET INC COMMON 053807103 11158 497681 SH DEFINED 01 02 490664 0 7017 AVOCENT CORPORATION COMMON 053893103 4486 197170 SH DEFINED 01 195950 0 1220 AXCELIS TECHNOLOGIES INC COMMON 054540109 22520 1521600 SH SOLE 1150200 0 371400 BB&T CORPORATION COMMON 054937107 15282 416400 SH SOLE 281200 0 135200 BJ SERVICES COMPANY COMMON 055482103 61554 2168930 SH DEFINED 01 02 1913270 0 255660 BJ'S WHOLESALE CLUB INC COMMON 05548J106 24009 450797 SH SOLE 346770 0 104027 BP PLC ADR COMMON 055622104 2482 49787 SH SOLE 49787 0 0 BMC SOFTWARE INC COMMON 055921100 7482 331939 SH SOLE 321270 0 10669 BAKER HUGHES INC COMMON 057224107 71466 2133325 SH SOLE 2108725 0 24600 BALLY TOTAL FITNESS HOLDING CO COMMON 05873K108 4734 159875 SH DEFINED 01 158550 0 1325 BANCO SANTANDER CENTRAL HISPAN COMMON 05964H105 1511 164456 SH SOLE 164456 0 0 BANK OF AMERICA CORPORATION COMMON 060505104 122497 2040600 SH SOLE 2005229 0 35371 THE BANK OF NEW YORK COMPANY I COMMON 064057102 29566 615952 SH SOLE 500250 0 115702 BANK ONE CORPORATION COMMON 06423A103 62872 1756195 SH SOLE 1714605 0 41590 BANK UNITED CORP-CONT.RIGHTS OPTION 065416117 0 51860 SH CALL SOLE 51690 0 170 BANKUNITED FINANCIAL CORP-CL A COMMON 06652B103 3133 223000 SH SOLE 223000 0 0 BARBEQUES GALORE LIMITED SPONS COMMON 067091108 1357 418100 SH SOLE 399050 0 19050 BARNES & NOBLE INC COMMON 067774109 46233 1174925 SH DEFINED 01 1146765 0 28160 BARRICK GOLD CORPORATION COMMON 067901108 20301 1340000 SH SOLE 1340000 0 0 BARRA INC COMMON 068313105 25 650 SH SOLE 650 0 0 BAXTER INTERNATIONAL INC COMMON 071813109 42889 875278 SH DEFINED 01 670094 0 205184 BE AEROSPACE INC COMMON 073302101 3572 187500 SH SOLE 187500 0 0 BEA SYSTEMS INC COMMON 073325102 21931 714128 SH SOLE 576400 0 137728 THE BEAR STEARNS COMPANIES INC COMMON 073902108 9388 159200 SH SOLE 159200 0 0 BEAZER HOMES USA INC COMMON 07556Q105 63 1000 SH DEFINED 01 1000 0 0 BEBE STORES INC COMMON 075571109 70 2400 SH DEFINED 01 2400 0 0 BECKMAN COULTER INC COMMON 075811109 9400 230400 SH SOLE 230400 0 0 BED BATH & BEYOND INC COMMON 075896100 52194 1708500 SH SOLE 1416500 0 292000 BELDEN INC COMMON 077459105 3334 124625 SH DEFINED 01 123525 0 1100 BELLSOUTH CORPORATION COMMON 079860102 8663 215115 SH SOLE 211104 0 4011 BELO CORP COMMON 080555105 24321 1290900 SH SOLE 1001500 0 289400 BERGEN BRUNSWIG CORPORATION CL COMMON 083739102 4434 230700 SH DEFINED 01 230700 0 0 BERKSHIRE HATHAWAY INC CLASS B COMMON 084670207 1566 681 SH DEFINED 02 681 0 0 BEST BUY COMPANY INC COMMON 086516101 117531 1850295 SH SOLE 1580095 0 270200 BETHLEHEM STEEL CORPORATION COMMON 087509105 6366 3151660 SH SOLE 3046760 0 104900 BEVERLY ENTERPRISES INC COMMON 087851309 3231 302000 SH SOLE 302000 0 0 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- BIOGEN INC COMMON 090597105 2343 43104 SH SOLE 40100 0 3004 BIOMET INC COMMON 090613100 85667 1782500 SH SOLE 1589600 0 192900 BLACKROCK INC COMMON 09247X101 1108 32320 SH SOLE 27040 0 5280 H & R BLOCK INC COMMON 093671105 32 500 SH SOLE 500 0 0 BLOCKBUSTER INC -CLASS A COMMON 093679108 7238 396580 SH DEFINED 01 388180 0 8400 THE BOEING COMPANY COMMON 097023105 35293 634762 SH DEFINED 01 359662 0 275100 BORDERS GROUP INC COMMON 099709107 36004 1607310 SH DEFINED 01 1328970 0 278340 BORG WARNER INC COMMON 099724106 33250 670100 SH SOLE 565500 0 104600 BORLAND SOFTWARE CORP COMMON 099849101 276 17700 SH DEFINED 01 17700 0 0 BOSTON SCIENTIFIC CORPORATION COMMON 101137107 63681 3745945 SH SOLE 3731045 0 14900 BRIGGS & STRATTON COMMON 109043109 10146 241000 SH SOLE 221900 0 19100 BRISTOL MYERS SQUIBB COMPANY COMMON 110122108 18394 351711 SH SOLE 334710 0 17001 BROADCOM CORPORATION COMMON 111320107 2861 66900 SH SOLE 65200 0 1700 BROADVISION INC COMMON 111412102 150 29900 SH SOLE 29900 0 0 BROADWING INC COMMON 111620100 26719 1092800 SH SOLE 1092800 0 0 BROCADE COMMUNICATIONS SYSTEMS COMMON 111621108 54151 1230986 SH DEFINED 01 1096155 0 134831 BRUNSWICK CORP COMMON 117043109 32712 1361305 SH DEFINED 01 1120855 0 240450 BUCKEYE CELLULOSE CORPORATION COMMON 118255108 1495 103800 SH SOLE 103800 0 0 BURLINGTON INDUSTRIES INC COMMON 121693105 9872 4291970 SH DEFINED 01 4188270 0 103700 BURLINGTON NORTHERN SANTA FE C COMMON 12189T104 6683 221525 SH DEFINED 01 216865 0 4660 BURLINGTON RESOURCES INC COMMON 122014103 1100 27535 SH DEFINED 01 26910 0 625 BUSINESS OBJECTS SA COMMON 12328X107 36372 1541200 SH SOLE 781200 0 760000 CBL & ASSOCIATES PROPERTIES COMMON 124830100 8526 277800 SH SOLE 158800 0 119000 CBRL GROUP INC COMMON 12489V106 5188 306100 SH SOLE 306100 0 0 CDW COMPUTER CENTERS INC COMMON 125129106 19637 494500 SH SOLE 370500 0 124000 CIGNA CORPORATION COMMON 125509109 108202 1129225 SH SOLE 1125625 0 3600 CMGI INC COMMON 125750109 105 35000 SH SOLE 35000 0 0 CMS ENERGY CORPORATION COMMON 125896100 557 20000 SH DEFINED 20000 0 0 CNF INC COMMON 12612W104 19227 680600 SH SOLE 670800 0 9800 CNET NETWORKS INC COMMON 12613R104 65440 5033875 SH SOLE 5033875 0 0 CSG SYSTEMS INTERNATIONAL INC COMMON 126349109 14548 256300 SH SOLE 256300 0 0 CTS CORP COMMON 126501105 6093 297200 SH DEFINED 02 297200 0 0 CVS CORPORATION COMMON 126650100 1764 45700 SH SOLE 45700 0 0 CABLEVISION SYSTEMS CORPCLASS COMMON 12686C109 47970 820003 SH DEFINED 01 715139 0 104864 CABLETRON SYSTEMS INC COMMON 126920107 1143 50000 SH SOLE 50000 0 0 CABOT MICROELECTRONICS CORP COMMON 12709P103 3100 50000 SH SOLE 50000 0 0 CACI INTERNATIONAL INC-CL A COMMON 127190304 28 600 SH SOLE 600 0 0 CADENCE DESIGN SYSTEMS INC COMMON 127387108 7681 412300 SH SOLE 408800 0 3500 CAL DIVE INTERNATIONAL INC COMMON 127914109 4644 188800 SH DEFINED 01 188800 0 0 CALGON CARBON CORPORATION COMMON 129603106 11310 1440780 SH SOLE 1400670 0 40110 CALLAWAY GOLF COMPANY COMMON 131193104 300 19000 SH DEFINED 02 19000 0 0 CALLON PETROLEUM CORPORATION COMMON 13123X102 2680 226200 SH SOLE 128600 0 97600 CALPINE CORPORATION COMMON 131347106 29876 790370 SH SOLE 721470 0 68900 CAMBREX CORPORATION COMMON 132011107 3407 67350 SH SOLE 67350 0 0 CAMDEN PROPERTY TRUST COMMON 133131102 109 2963 SH SOLE 2886 0 77 CAMECO CORPORATION COMMON 13321L108 14479 696100 SH SOLE 696100 0 0 CANADIAN PACIFIC LTD COMMON 135923100 6901 178090 SH DEFINED 01 167155 0 10935 CANADIAN NATIONAL RAILWAY COMP COMMON 136375102 13019 321450 SH DEFINED 01 321450 0 0 CAPITAL ONE FINANCIAL CORPORAT COMMON 14040H105 24679 411315 SH SOLE 409615 0 1700 CARAUSTAR INDUSTRIES INC COMMON 140909102 190 20600 SH DEFINED 01 20600 0 0 CARDINAL HEALTH INC COMMON 14149Y108 49814 721944 SH DEFINED 01 478882 0 243062 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- CAREMARK RX INC COMMON 141705103 47480 2886300 SH SOLE 2882300 0 4000 CARLISLE COMPANIES INC COMMON 142339100 23624 677500 SH SOLE 677500 0 0 CARNIVAL CORPORATION COMMON 143658102 72920 2375250 SH DEFINED 01 2138250 0 237000 CATERPILLAR INC COMMON 149123101 17909 357825 SH SOLE 355285 0 2540 CELESTICA INC COMMON 15101Q108 26576 516035 SH DEFINED 01 502385 0 13650 CELGENE CORP COMMON 151020104 47790 1656500 SH SOLE 1653700 0 2800 CENDANT CORPORATION COMMON 151313103 76926 3944940 SH DEFINED 01 3574253 0 370687 CENTEX CORPORATION COMMON 152312104 10642 261150 SH SOLE 261150 0 0 CEPHALON INC COMMON 156708109 27022 383288 SH SOLE 380010 0 3278 CERNER CORPORATION COMMON 156782104 12760 303800 SH SOLE 303800 0 0 CHAMPION ENTERPRISES INC COMMON 158496109 23 2000 SH DEFINED 01 2000 0 0 CHARTER ONE FINANCIAL INC COMMON 160903100 15894 498250 SH SOLE 487850 0 10400 CHARTER COMMUNICATIONS INC CLA COMMON 16117M107 53720 2300651 SH DEFINED 01 1971279 0 329372 CHECKFREE CORPORATION COMMON 162813109 17339 494400 SH SOLE 336600 0 157800 CHESAPEAKE CORPORATION COMMON 165159104 11395 460400 SH SOLE 449420 0 10980 CHEVRON CORPORATION COMMON 166751107 996 11000 SH DEFINED 11000 0 0 CHICAGO BRIDGE & IRON COMPANY COMMON 167250109 19684 581510 SH SOLE 563600 0 17910 CHIEFTAIN INTERNATIONAL INC COMMON 16867C101 10401 361900 SH SOLE 344900 0 17000 CHINA MOBILE HK LTD - SP ADR COMMON 16941M109 1873 69900 SH SOLE 69900 0 0 CHIPPAC INC COMMON 169657103 62 5900 SH SOLE 5900 0 0 CHIRON CORPORATION COMMON 170040109 8369 164100 SH SOLE 164100 0 0 CHRISTOPHER & BANKS CORP COMMON 171046105 2937 90100 SH SOLE 90100 0 0 CHUBB CORPORATION COMMON 171232101 18204 235100 SH SOLE 235100 0 0 CIENA CORPORATION COMMON 171779101 1927 50700 SH SOLE 50700 0 0 CIMA LABS INC COMMON 171796105 4310 54900 SH DEFINED 01 54900 0 0 CIRCUIT CITY STORES INC COMMON 172737108 10893 605185 SH DEFINED 01 461708 0 143477 CIRRUS LOGIC INC COMMON 172755100 6448 280000 SH SOLE 280000 0 0 CISCO SYSTEMS INC COMMON 17275R102 147748 8118042 SH SOLE 7078731 0 1039311 CITIGROUP INC COMMON 172967101 218439 4133965 SH DEFINED 01 02 3369835 0 764130 CITIZENS COMMUNICATIONS CLASS COMMON 17453B101 4470 371585 SH DEFINED 01 352080 0 19505 CITRIX SYTEMS INC COMMON 177376100 22151 634694 SH SOLE 600529 0 34165 CITY NATIONAL CORPORATION COMMON 178566105 29236 660100 SH SOLE 660100 0 0 CITYSCAPE FINANCIAL CORP COMMON 178778106 0 200 SH SOLE 200 0 0 CLAIRES STORES INC COMMON 179584107 5897 304600 SH SOLE 304600 0 0 CLAYTON HOMES INC COMMON 184190106 6753 429600 SH SOLE 429600 0 0 CLEAR CHANNEL COMMUNICATIONS I COMMON 184502102 106679 1701427 SH DEFINED 01 1477984 0 223443 COACH INC COMMON 189754104 2127 55900 SH SOLE 55900 0 0 THE COCA-COLA COMPANY COMMON 191216100 16484 366304 SH SOLE 359811 0 6493 COHERENT INC COMMON 192479103 33173 917150 SH SOLE 903715 0 13435 COHU INC COMMON 192576106 430 19100 SH DEFINED 01 19100 0 0 COMCAST CORPORATION CLASS A COMMON 200300200 153990 3548154 SH SOLE 3047732 0 500422 COMMERCE BANCORP INC/NJ COMMON 200519106 1977 28200 SH DEFINED 01 28200 0 0 COMMERCE ONE INC COMMON 200693109 53 9010 SH SOLE 9010 0 0 COMMSCOPE INC COMMON 203372107 2338 99500 SH SOLE 99500 0 0 COMMUNICATION INTELLIGENCE COMMON 20338K106 1 1000 SH SOLE 1000 0 0 COMPAQ COMPUTER CORPORATION COMMON 204493100 73629 4753355 SH SOLE 4734855 0 18500 COMPASS BANCSHARES INC. COMMON 20449H109 1060 40000 SH SOLE 40000 0 0 COMPUTER ASSOCIATES INTL INC COMMON 204912109 62345 1731800 SH SOLE 1551000 0 180800 COMPUTER SCIENCES CORPORATION COMMON 205363104 398 11500 SH SOLE 11500 0 0 COMPUWARE CORPORATION COMMON 205638109 29019 2074294 SH SOLE 2063894 0 10400 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- COMVERSE TECHNOLOGY INC COMMON 205862402 22980 399649 SH DEFINED 01 383309 0 16340 CONCORD EFS INC COMMON 206197105 75727 1378150 SH DEFINED 01 1252050 0 126100 CONOCO INC CLASS A COMMON 208251306 6444 228500 SH DEFINED 228500 0 0 CONOCO INC CLASS B COMMON 208251405 4271 147800 SH SOLE 98500 0 49300 CONSECO INC COMMON 208464107 11562 847000 SH SOLE 847000 0 0 CONSOLIDATED GRAPHICS INC COMMON 209341106 6700 394110 SH DEFINED 01 391310 0 2800 CONSTELLATION ENERGY GROUP COMMON 210371100 2726 64000 SH DEFINED 01 64000 0 0 COOPER CAMERON CORPORATION COMMON 216640102 10909 195500 SH DEFINED 195500 0 0 COOPER COMPANIES INC COMMON 216648402 488 9500 SH SOLE 9500 0 0 COPART INC COMMON 217204106 278 9500 SH DEFINED 01 9500 0 0 CORINTHIAN COLLEGES INC COMMON 218868107 6500 138100 SH SOLE 138100 0 0 CORNING INC COMMON 219350105 19895 1190600 SH SOLE 1185700 0 4900 CORPORATE EXECUTIVE BOARD COMP COMMON 21988R102 722 17200 SH SOLE 17200 0 0 CORRECTIONS CORPORATION OF AME COMMON 22025Y407 2959 185500 SH SOLE 185500 0 0 CORVAS INTERNATIONAL INC COMMON 221005101 1637 139000 SH SOLE 139000 0 0 COSTCO WHOLESALE CORPORATION COMMON 22160K105 1182 28780 SH SOLE 26705 0 2075 COTT CORPORATION COMMON 22163N106 66 6000 SH SOLE 6000 0 0 COUNTRYWIDE CREDIT INDUSTRIES COMMON 222372104 7680 167400 SH SOLE 167400 0 0 COVANCE INC COMMON 222816100 9627 425020 SH DEFINED 01 415855 0 9165 COVANTA ENERGY CORPORATION COMMON 22281N103 277 15000 SH DEFINED 15000 0 0 COVENANT TRANSPORT INC CLASS A COMMON 22284P105 3992 320630 SH SOLE 311790 0 8840 COX COMMUNICATIONS INC CLASS A COMMON 224044107 127879 2886655 SH SOLE 2751855 0 134800 COX RADIO INC CLASS A COMMON 224051102 3282 117860 SH SOLE 112860 0 5000 CRANE COMPANY COMMON 224399105 952 30700 SH SOLE 30700 0 0 CREDENCE SYSTEMS CORPORATION COMMON 225302108 3738 154190 SH SOLE 151435 0 2755 CRESTLINE CAPITAL CORPORATION COMMON 226153104 780 25100 SH DEFINED 02 25100 0 0 CRITICAL PATH INC COMMON 22674V100 2856 2800000 SH SOLE 2800000 0 0 CROMPTON CORPORATION COMMON 227116100 7800 715600 SH SOLE 715600 0 0 CULLEN/FROST BANKERS INC COMMON 229899109 10913 322400 SH SOLE 294600 0 27800 CUMMINS INC COMMON 231021106 1482 38300 SH DEFINED 01 38300 0 0 CYPRESS SEMICONDUCTOR INC COMMON 232806109 11589 485900 SH DEFINED 01 485900 0 0 CYTEC INDUSTRIES INC COMMON 232820100 22393 589300 SH SOLE 589300 0 0 D & K HEALTHCARE RESOURCES INC COMMON 232861104 8383 227500 SH DEFINED 01 227500 0 0 CYTYC CORPORATION COMMON 232946103 2618 113600 SH SOLE 113600 0 0 DDI CORPORATION COMMON 233162106 22916 1145800 SH SOLE 533900 0 611900 D R HORTON INC COMMON 23331A109 3198 140900 SH SOLE 140900 0 0 DAISYTEK INTERNATIONAL CORPORA COMMON 234053106 4930 312990 SH SOLE 310220 0 2770 DAL-TILE INTERNATIONAL INC COMMON 23426R108 21570 1162800 SH SOLE 874300 0 288500 DANA CORPORATION COMMON 235811106 8605 368700 SH SOLE 368700 0 0 DARDEN RESTAURANTS INC COMMON 237194105 516 18500 SH SOLE 18500 0 0 DATUM INC COMMON 238208102 51 3750 SH SOLE 3750 0 0 DAVITA INC COMMON 23918K108 3676 180800 SH SOLE 168420 0 12380 DEERE & COMPANY COMMON 244199105 2335 61700 SH SOLE 61700 0 0 DELIA*S CORPORATION-A COMMON 24688Q101 3597 449610 SH SOLE 436150 0 13460 DELL COMPUTER CORPORATION COMMON 247025109 89933 3457431 SH DEFINED 02 2951401 0 506030 DELPHI AUTOMOTIVE SYSTEMS CORP COMMON 247126105 74541 4679300 SH SOLE 4661800 0 17500 DELTA AND PINE LAND CO COMMON 247357106 2501 127300 SH DEFINED 01 127300 0 0 DENTSPLY INTERNATIONAL INC COMMON 249030107 3368 75950 SH DEFINED 01 75950 0 0 DEUTSCHE TELEKOM AG-SPON ADR COMMON 251566105 330 14681 SH SOLE 11200 0 3481 DEVELOPERS DIVERSIFIED REALTY COMMON 251591103 117 6375 SH SOLE 5150 0 1225 DEVON ENERGY CORPORATION COMMON 25179M103 132514 2524069 SH DEFINED 01 2446729 0 77340 DIAL CORPORATION COMMON 25247D101 83 5800 SH DEFINED 01 5800 0 0 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- DIAMOND OFFSHORE DRILLING INC COMMON 25271C102 19851 600650 SH DEFINED 01 600650 0 0 DIEBOLD INC COMMON 253651103 11478 357000 SH SOLE 327800 0 29200 DIGENE CORP COMMON 253752109 1126 27600 SH DEFINED 01 27600 0 0 DIGEX INC COMMON 253756100 9194 707200 SH SOLE 405600 0 301600 DIGITAL LIGHTWAVE INC COMMON 253855100 0 3 SH DEFINED 01 3 0 0 DIME BANCORP INC COMMON 25429Q102 16103 432300 SH SOLE 393300 0 39000 DISCOVERY PARTNERS INTERNATION COMMON 254675101 1923 427230 SH SOLE 416460 0 10770 THE WALT DISNEY COMPANY COMMON 254687106 65895 2280887 SH SOLE 2277257 0 3630 DIRECT FOCUS INC COMMON 254931108 2199 46300 SH SOLE 46300 0 0 DIVERSA CORP COMMON 255064107 51 2500 SH SOLE 2500 0 0 DOBSON COMMUNICATIONS CORP COMMON 256069105 5072 297500 SH SOLE 297500 0 0 DOLE FOOD COMPANY COMMON 256605106 19 1000 SH SOLE 1000 0 0 DOLLAR THRIFTY AUTOMOTIVE GRP COMMON 256743105 5191 216300 SH SOLE 216300 0 0 DOLLAR TREE STORES INC COMMON 256747106 14276 512796 SH DEFINED 01 473280 0 39516 DOMINION RESOURCES INC/VA COMMON 25746U109 433 7200 SH SOLE 7200 0 0 DORAL FINANCIAL CORPORATION COMMON 25811P100 3300 96200 SH SOLE 96200 0 0 DOUBLECLICK INC COMMON 258609304 21275 1524000 SH SOLE 1524000 0 0 DOVER CORPORATION COMMON 260003108 70030 1860025 SH SOLE 1852525 0 7500 THE DOW CHEMICAL COMPANY COMMON 260543103 74361 2236430 SH SOLE 2228630 0 7800 DOW JONES & CO. COMMON 260561105 19107 320000 SH SOLE 320000 0 0 DOWNEY FINANCIAL CORP COMMON 261018105 7495 158590 SH SOLE 154780 0 3810 DRIL-QUIP INC COMMON 262037104 301 14000 SH DEFINED 14000 0 0 EI DU PONT DE NEMOURS & COMPAN COMMON 263534109 7800 161700 SH SOLE 161700 0 0 DUKE ENERGY CORPORATION COMMON 264399106 22669 581109 SH SOLE 477209 0 103900 DUKE REALTY CORP COMMON 264411505 129 5200 SH SOLE 4965 0 235 DURA AUTOMOTIVE SYSTEMS INC COMMON 265903104 9940 621250 SH SOLE 601050 0 20200 DUPONT PHOTOMASKS INC COMMON 26613X101 18463 382650 SH SOLE 151750 0 230900 DYNEGY INC COMMON 26816Q101 4479 96325 SH DEFINED 5325 0 91000 ECI TELECOM LTD COMMON 268258100 5093 1018550 SH SOLE 1018550 0 0 EMC COMMUNICATIONS CORPORATION COMMON 268648102 40982 1410750 SH SOLE 1252012 0 158738 ENSCO INTERNATIONAL INC COMMON 26874Q100 10674 456135 SH DEFINED 01 443580 0 12555 EOG RESOURCES INC COMMON 26875P101 26833 754800 SH DEFINED 733300 0 21500 E*TRADE GROUP INC COMMON 269246104 132 20500 SH SOLE 20500 0 0 EARTHLINK INC COMMON 270321102 32420 2299260 SH DEFINED 01 2268190 0 31070 EASTMAN CHEMICAL COMPANY COMMON 277432100 3291 69100 SH DEFINED 01 69100 0 0 EASTMAN KODAK COMPANY COMMON 277461109 3128 67000 SH DEFINED 01 67000 0 0 EATON CORPORATION COMMON 278058102 3137 44750 SH SOLE 41410 0 3340 EBAY INC COMMON 278642103 41225 601910 SH SOLE 537810 0 64100 ECHOSTAR COMMUNICATIONS CORP C COMMON 278762109 25138 775391 SH DEFINED 01 750434 0 24957 EDISON SCHOOLS INC COMMON 281033100 24174 1058400 SH SOLE 799300 0 259100 JD EDWARDS & COMPANY COMMON 281667105 1683 119000 SH SOLE 119000 0 0 AG EDWARDS INC COMMON 281760108 5918 131500 SH SOLE 131500 0 0 EFUNDS CORP COMMON 28224R101 28 1500 SH DEFINED 01 1500 0 0 EL PASO CORPORATION COMMON 28336L109 3804 72400 SH DEFINED 54000 0 18400 ELAN CORPORATION PLC ADR COMMON 284131208 61972 1015935 SH SOLE 1015935 0 0 ELECTRO SCIENTIFIC INDS INC COMMON 285229100 16196 425100 SH SOLE 400800 0 24300 ELECTRONIC ARTS INC COMMON 285512109 78409 1354219 SH DEFINED 01 1262320 0 91899 ELECTRONIC DATA SYSTEMS CORPOR COMMON 285661104 37591 601448 SH DEFINED 01 501078 0 100370 ELIZABETH ARDEN INC COMMON 28660G106 996 40800 SH DEFINED 01 40800 0 0 EMERSON ELECTRIC COMPANY COMMON 291011104 12081 199690 SH SOLE 199690 0 0 EMMIS COMMUNICATIONS INC-CL A COMMON 291525103 15612 507700 SH DEFINED 01 495900 0 11800 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ENCORE WIRE CORPORATION COMMON 292562105 7213 607680 SH SOLE 591080 0 16600 ENERGEN CORPORATION COMMON 29265N108 19 700 SH SOLE 700 0 0 ENGELHARD CORPORATION COMMON 292845104 23023 892700 SH DEFINED 743200 0 149500 ENRON CORPORATION COMMON 293561106 56714 1157424 SH DEFINED 1152624 0 4800 ENTEGRIS INC COMMON 29362U104 7854 685900 SH SOLE 685900 0 0 ENTERCOM COMMUNICATIONS CORP COMMON 293639100 2177 40600 SH DEFINED 01 40600 0 0 ENTERGY CORPORATION COMMON 29364G103 453 11800 SH SOLE 11800 0 0 ENZON INC COMMON 293904108 81 1300 SH SOLE 1300 0 0 EQUIFAX INC COMMON 294429105 26 700 SH SOLE 700 0 0 EQUITABLE RESOURCES INC COMMON 294549100 400 12000 SH DEFINED 12000 0 0 EQUITY RESIDENTIAL PROPERTIES COMMON 29476L107 851 15041 SH SOLE 14479 0 562 ERICSSON LM TELEPHONE CO ADR C COMMON 294821400 740 136500 SH SOLE 136500 0 0 EVANS & SUTHERLAND COMPUTER CO COMMON 299096107 3008 369990 SH SOLE 352430 0 17560 EXAR CORPORATION COMMON 300645108 57 2900 SH SOLE 2900 0 0 EXELON CORPORATION COMMON 30161N101 3221 50237 SH SOLE 50237 0 0 EXODUS COMMUNICATIONS INC COMMON 302088109 41 20000 SH SOLE 20000 0 0 EXPEDIA INC-CLASS A COMMON 302125109 5308 113900 SH SOLE 103700 0 10200 EXPRESS SCRIPTS INC CLASS A COMMON 302182100 39162 711640 SH SOLE 707340 0 4300 EXTENDED STAY AMERICA INC COMMON 30224P101 1485 99000 SH SOLE 99000 0 0 EXTREME NETWORKS INC COMMON 30226D106 62807 2129054 SH SOLE 2117590 0 11464 EXXON MOBIL CORPORATION COMMON 30231G102 47504 543834 SH DEFINED 538725 0 5109 FCR AUTOMOTIVE GROUP INC COMMON 30241W105 0 3000 SH SOLE 3000 0 0 FMC TECHNOLOGIES INC COMMON 30249U101 105 5100 SH DEFINED 5100 0 0 415 BANDWIDTH NIKE SELECT PORT COMMON 30265K656 3 1197 SH SOLE 1197 0 0 FAIR ISAAC & COMPANY INC COMMON 303250104 433 7000 SH SOLE 7000 0 0 FAIRCHILD SEMICONDUCTOR CORP C COMMON 303726103 33120 1440000 SH SOLE 1440000 0 0 FAMILY DOLLAR STORES INC COMMON 307000109 36937 1441150 SH SOLE 1427650 0 13500 FASTENAL COMPANY COMMON 311900104 2320 37500 SH SOLE 20800 0 16700 FREDDIE MAC COMMON 313400301 95322 1361741 SH DEFINED 01 1112105 0 249636 FANNIE MAE COMMON 313586109 32836 385624 SH DEFINED 01 286508 0 99116 FEDERATED DEPARTMENT STORES IN COMMON 31410H101 78120 1838121 SH DEFINED 01 02 1827074 0 11047 FEDEX CORPORATION COMMON 31428X106 38 945 SH SOLE 945 0 0 FERRO CORPORATION COMMON 315405100 2181 100000 SH SOLE 57600 0 42400 FIFTH THIRD BANCORP COMMON 316773100 102857 1712859 SH SOLE 1460858 0 252001 FIRST DATA CORPORATION COMMON 319963104 103664 1613445 SH SOLE 1408445 0 205000 FIRST HEALTH GROUP CORPORATION COMMON 320960107 22043 913875 SH SOLE 913875 0 0 FIRST TENNESSEE NATIONAL CORPO COMMON 337162101 27023 778525 SH SOLE 755725 0 22800 FIRST UNION CORPORATION COMMON 337358105 75834 2170400 SH SOLE 2170400 0 0 FISERV INC COMMON 337738108 75333 1177441 SH SOLE 1043292 0 134149 FIRSTENERGY CORPORATION COMMON 337932107 968 30100 SH SOLE 30100 0 0 FLEET BOSTON FINANCIAL CORPORA COMMON 339030108 41937 1063046 SH DEFINED 01 1061996 0 1050 FLUOR CORPORATION COMMON 343412102 32458 718900 SH SOLE 613400 0 105500 FORD MOTOR COMPANY COMMON 345370860 712 29000 SH SOLE 29000 0 0 FOREST LABORATORIES INC COMMON 345838106 23315 328376 SH SOLE 272830 0 55546 FOREST OIL CORPORATION COMMON 346091705 38651 1380400 SH SOLE 1362620 0 17780 FRANKLIN RESOURCES INC COMMON 354613101 35792 782000 SH SOLE 665100 0 116900 FREEMARKETS INC COMMON 356602102 94 4700 SH SOLE 4700 0 0 FUELCELL ENERGY INC COMMON 35952H106 115 5000 SH DEFINED 5000 0 0 H.B. FULLER CO. COMMON 359694106 9616 192700 SH SOLE 188820 0 3880 GAINSCO, INC COMMON 363127101 1354 1128700 SH SOLE 1103500 0 25200 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- GALILEO INTERNATIONAL INC COMMON 363547100 39 1200 SH SOLE 1200 0 0 ARTHUR J GALLAGHER & COMPANY COMMON 363576109 1227 47200 SH SOLE 47200 0 0 GALYAN'S TRADING COMPANY COMMON 36458R101 1840 90200 SH SOLE 90200 0 0 GANNETT COMPANY INC COMMON 364730101 10700 162370 SH SOLE 157335 0 5035 THE GAP INC COMMON 364760108 8137 280600 SH SOLE 280600 0 0 GAYLORD ENTERTAINMENT COMPANY COMMON 367905106 8449 293358 SH SOLE 288994 0 4364 GEMSTAR TV GUIDE INTERNATIONAL COMMON 36866W106 9037 208172 SH DEFINED 01 197534 0 10638 GENENTECH INC COMMON 368710406 20756 376700 SH SOLE 285500 0 91200 GENERAL CABLE CORPORATION COMMON 369300108 5862 316000 SH SOLE 316000 0 0 GENERAL DYNAMICS CORPORATION COMMON 369550108 15264 196170 SH SOLE 194970 0 1200 GENERAL ELECTRIC COMPANY COMMON 369604103 261154 5356998 SH SOLE 4117805 0 1239193 GENERAL MILLS INC COMMON 370334104 1756 40100 SH SOLE 40100 0 0 GENERAL MOTORS CORPORATION COMMON 370442105 38256 594500 SH DEFINED 01 576825 0 17675 GENERAL MOTORS CORPORATION CLA COMMON 370442832 90606 4474370 SH SOLE 4460970 0 13400 GENESCO INC COMMON 371532102 3662 109000 SH SOLE 109000 0 0 GENTEX CORPORATION COMMON 371901109 6958 249655 SH DEFINED 01 246390 0 3265 GENESIS MICROCHIP INC COMMON 371933102 3995 110500 SH SOLE 110500 0 0 GENTA INCORPORATED COMMON 37245M207 9 700 SH SOLE 700 0 0 GENTIVA HEALTH SERVICES INC COMMON 37247A102 16272 904000 SH SOLE 882060 0 21940 GENZYME CORPORATION COMMON 372917104 79029 1295560 SH SOLE 1212482 0 83078 GEORGIA PACIFIC CORPORATION COMMON 373298108 5186 153200 SH SOLE 140200 0 13000 GETTY IMAGES INC COMMON 374276103 12735 484970 SH DEFINED 01 472200 0 12770 GILEAD SCIENCES INC COMMON 375558103 21012 361100 SH DEFINED 01 361100 0 0 THE GILLETTE COMPANY COMMON 375766102 281 9700 SH DEFINED 01 9700 0 0 GLAMIS GOLD LTD COMMON 376775102 8568 3016980 SH SOLE 2896580 0 120400 GLATFELTER (P H) COMPANY COMMON 377316104 6 400 SH SOLE 400 0 0 GLAXOSMITHKLINE PLC ADR COMMON 37733W105 2523 44900 SH SOLE 44900 0 0 GLOBAL INDUSTRIES LTD COMMON 379336100 17743 1422840 SH SOLE 1394660 0 28180 GLOBAL IMAGING SYSTEMS INC COMMON 37934A100 461 43950 SH DEFINED 01 43950 0 0 GOLDCORP INC COMMON 380956409 9624 891900 SH SOLE 868110 0 23790 GOLDEN STATE BANCORP INC COMMON 381197102 5593 181603 SH SOLE 174890 0 6713 GOLDEN WEST FINANCIAL CORPORAT COMMON 381317106 21469 334200 SH SOLE 240000 0 94200 THE GOLDMAN SACHS GROUP INC COMMON 38141G104 1294 15077 SH DEFINED 01 14034 0 1043 GOODRICH CORPORATION COMMON 382388106 820 21600 SH DEFINED 02 21600 0 0 GOODYEAR TIRE & RUBBER COMPANY COMMON 382550101 423 15100 SH DEFINED 01 15100 0 0 WW GRAINGER INC COMMON 384802104 58505 1421400 SH SOLE 1415300 0 6100 GRANT PRIDECO INC COMMON 38821G101 26279 1502532 SH DEFINED 1218816 0 283716 GREENPOINT FINANCIAL CORPORATI COMMON 395384100 987 25700 SH SOLE 25700 0 0 GREKA ENERGY CORPORATION COMMON 397637109 3703 337885 SH SOLE 327640 0 10245 GTECH HOLDINGS CORPORATION COMMON 400518106 3251 91555 SH DEFINED 01 90800 0 755 GUIDANT CORPORATION COMMON 401698105 61756 1715450 SH SOLE 1715450 0 0 GUITAR CENTER INC COMMON 402040109 3554 168200 SH SOLE 168200 0 0 GULF CANADA RESOURCES LTD ADR COMMON 40218L305 867 107000 SH DEFINED 107000 0 0 HCA-THE HEALTHCARE COMPANY COMMON 404119109 57444 1271172 SH SOLE 1271172 0 0 HAEMONETICS CORPORATION COMMON 405024100 320 10500 SH DEFINED 01 10500 0 0 HALL KINION & ASSOCIATES INC COMMON 406069104 40 4800 SH DEFINED 01 4800 0 0 HALLIBURTON COMPANY COMMON 406216101 21833 613300 SH DEFINED 534400 0 78900 JOHN HANCOCK FINANCIAL SERVICE COMMON 41014S106 12178 302475 SH SOLE 197675 0 104800 HARKEN ENERGY CORPORATION COMMON 412552309 1425 581770 SH SOLE 581770 0 0 JOHN H HARLAND COMPANY COMMON 412693103 37 1600 SH SOLE 1600 0 0 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- HARLEY-DAVIDSON INC COMMON 412822108 39747 844234 SH SOLE 700804 0 143430 HARMONIC INC COMMON 413160102 236 23600 SH SOLE 23600 0 0 HARMONY GOLD MNG-SPON ADR COMMON 413216300 5145 904140 SH SOLE 883690 0 20450 HARRAHS ENTERTAINMENT INC COMMON 413619107 8278 234500 SH SOLE 232000 0 2500 HARRIS CORPORATION COMMON 413875105 664 24400 SH SOLE 24400 0 0 HARTFORD FINANCIAL SERVICES GR COMMON 416515104 68613 1003113 SH SOLE 995089 0 8024 HEALTHCARE SERVICES GROUP INC COMMON 421906108 5053 711640 SH SOLE 689370 0 22270 HEALTHSOUTH CORPORATION COMMON 421924101 70219 4396925 SH SOLE 4378725 0 18200 HEADWATERS INC COMMON 42210P102 8439 527410 SH SOLE 516900 0 10510 HEINZ (H J) COMPANY COMMON 423074103 33 800 SH SOLE 800 0 0 HELLER FINANCIAL INC COMMON 423328103 1716 42900 SH SOLE 42900 0 0 HELMERICH & PAYNE INC COMMON 423452101 19018 616000 SH SOLE 609210 0 6790 HERSHEY FOODS CORPORATION COMMON 427866108 4443 72000 SH SOLE 72000 0 0 HEWLETT-PACKARD COMPANY COMMON 428236103 9313 325646 SH DEFINED 01 321530 0 4116 HIBERNIA CORPORATION CLASS A COMMON 428656102 12347 693660 SH SOLE 682480 0 11180 HILLENBRAND INDUSTRIES INC COMMON 431573104 20885 365700 SH SOLE 365700 0 0 HILTON HOTELS CORPORATION COMMON 432848109 3343 288225 SH DEFINED 01 287125 0 1100 HISPANIC BROADCASTING CORPORAT COMMON 43357B104 1555 54200 SH DEFINED 01 02 54200 0 0 HOLLYWOOD CASINO CORPORATION C COMMON 436132203 53 6800 SH SOLE 6800 0 0 HOLLYWOOD ENTERTAINMENT CORPOR COMMON 436141105 113 13325 SH SOLE 13325 0 0 THE HOME DEPOT INC COMMON 437076102 173481 3726765 SH SOLE 3088665 0 638100 HOMESERVICES.COM INC COMMON 437606106 72 7100 SH DEFINED 01 7100 0 0 HOMESTORE.COM INC COMMON 437852106 1161 33200 SH SOLE 33200 0 0 HONEYWELL INTERNATIONAL INC COMMON 438516106 1281 36600 SH SOLE 36600 0 0 HORACE MANN EDUCATORS CORP COMMON 440327104 10684 495800 SH SOLE 453300 0 42500 HORIZON OFFSHORE INC COMMON 44043J105 794 58850 SH DEFINED 01 51140 0 7710 HOT TOPIC INC COMMON 441339108 65 2100 SH DEFINED 01 2100 0 0 HOTEL RESERVATIONS INC CL A COMMON 441451101 1736 37300 SH SOLE 37300 0 0 HOUGHTON MIFFLIN COMPANY COMMON 441560109 13604 227000 SH SOLE 208800 0 18200 HOUSEHOLD CAP TRUST IV PRFD COMMON 44180R209 10 400 SH SOLE 400 0 0 HOUSEHOLD INTERNATIONAL INC COMMON 441815107 65459 981391 SH DEFINED 01 710468 0 270923 HUMANA INC COMMON 444859102 12660 1285300 SH SOLE 1182000 0 103300 HUMAN GENOME SCIENCES INC COMMON 444903108 24773 411175 SH SOLE 411175 0 0 JB HUNT TRANSPORT SERVICES INC COMMON 445658107 11957 629300 SH SOLE 359800 0 269500 HUTCHINSON TECHNOLOGY INC COMMON 448407106 16465 864300 SH SOLE 659980 0 204320 HYDRIL COMPANY COMMON 448774109 128 5600 SH DEFINED 01 5600 0 0 ICN PHARMACEUTICALS INC COMMON 448924100 5059 159500 SH SOLE 159500 0 0 HYPERION SOLUTIONS CORPORATION COMMON 44914M104 1289 85900 SH SOLE 85900 0 0 IBP INC COMMON 449223106 684 27100 SH DEFINED 01 24900 0 2200 ICOS CORPORATION COMMON 449295104 36789 574827 SH SOLE 571800 0 3027 IDEC PHARMACEUTICALS CORPORATI COMMON 449370105 68732 1015390 SH SOLE 945855 0 69535 IFR SYSTEMS INC COMMON 449507102 1436 820320 SH SOLE 794530 0 25790 IGEN INTERNATIONAL INC COMMON 449536101 276 10600 SH DEFINED 01 10600 0 0 IHOP CORPORATION NEW COMMON 449623107 20864 777050 SH DEFINED 01 573250 0 203800 IMC GLOBAL INC COMMON 449669100 18309 1795000 SH SOLE 1795000 0 0 IMS HEALTH INC COMMON 449934108 23470 823500 SH SOLE 823500 0 0 ITT EDUCATIONAL SERVICES INC COMMON 45068B109 16102 357820 SH DEFINED 01 345230 0 12590 IKON OFFICE SOLUTIONS INC COMMON 451713101 173 17700 SH DEFINED 01 17700 0 0 ILLINOIS TOOL WORKS INC COMMON 452308109 86007 1358725 SH SOLE 1285425 0 73300 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- IMCLONE SYSTEMS INC COMMON 45245W109 5903 111800 SH SOLE 111800 0 0 INFONET SERVICES CORPORATION COMMON 45666T106 11062 1301400 SH SOLE 1262800 0 38600 ASCENTIAL SOFTWARE CORP COMMON 456779107 6 1057 SH SOLE 1057 0 0 INFOSPACE INC COMMON 45678T102 56 14500 SH SOLE 14500 0 0 INGERSOLL-RAND COMPANY COMMON 456866102 449 10900 SH SOLE 10900 0 0 INGRAM MICRO INC-CLASS A COMMON 457153104 5398 372500 SH SOLE 372500 0 0 INKTOMI CORPORATION COMMON 457277101 178 18600 SH SOLE 18600 0 0 INSIGHT ENTERPRISES INC COMMON 45765U103 7028 286855 SH DEFINED 01 284475 0 2380 INSIGHT COMMUNICATIONS CO INC COMMON 45768V108 9385 375400 SH SOLE 212700 0 162700 INSTINET GROUP INC COMMON 457750107 1868 100200 SH SOLE 69800 0 30400 INTEGRATED DEVICE TECHNOLOGY I COMMON 458118106 11897 375415 SH SOLE 369540 0 5875 INTEL CORPORATION COMMON 458140100 127189 4348356 SH SOLE 3323881 0 1024475 INTERCEPT GROUP INC COMMON 45845L107 2386 62800 SH SOLE 62800 0 0 INTERMEDIA COMMUNICATIONS INC COMMON 458801107 2162 145100 SH SOLE 145100 0 0 INTERNAP NETWORK SERVICES CORP COMMON 45885A102 8404 2570000 SH SOLE 2570000 0 0 INTERNATIONAL BUSINESS MACHINE COMMON 459200101 143279 1267957 SH DEFINED 01 02 911721 0 356236 INTERNATIONAL FLAVORS & FRAGRA COMMON 459506101 3761 149650 SH DEFINED 01 148550 0 1100 INTERNATIONAL GAME TECHNOLOGY COMMON 459902102 27141 432735 SH SOLE 430435 0 2300 INTERNATIONAL PAPER COMPANY COMMON 460146103 10956 306886 SH SOLE 306886 0 0 INTERNET CAPITAL GROUP INC COMMON 46059C106 98 49000 SH SOLE 49000 0 0 INTERNET SECURITY SYSTEMS COMMON 46060X107 53 1100 SH SOLE 1100 0 0 INTERPUBLIC GROUP OF COMPANIES COMMON 460690100 88839 3026896 SH SOLE 2826826 0 200070 INTERSIL HOLDING CORP COMMON 46069S109 13785 378700 SH SOLE 378700 0 0 INTERTAPE POLYMER GROUP INC. COMMON 460919103 6659 489980 SH SOLE 478990 0 10990 INTERVOICE-BRITE INC COMMON 461142101 1788 162500 SH SOLE 162500 0 0 INTERWOVEN INC COMMON 46114T102 41206 2438200 SH DEFINED 01 1304720 0 1133480 INTIMATE BRANDS INC COMMON 461156101 19365 1285000 SH SOLE 1285000 0 0 INTUIT INC COMMON 461202103 260 6500 SH SOLE 6500 0 0 INVACARE CORPORATION COMMON 461203101 16738 433300 SH SOLE 302600 0 130700 INVESTMENT TECHNOLOGY GROUP COMMON 46145F105 3369 67000 SH DEFINED 01 67000 0 0 IOMEGA CORPORATION COMMON 462030107 8327 3484090 SH SOLE 3392280 0 91810 ISHARES S&P MIDCAP 400 COMMON 464287507 18673 180000 SH SOLE 180000 0 0 ISHARES RUSSELL 2000 GROWTH COMMON 464287648 10447 164000 SH SOLE 150100 0 13900 ISHARES RUSSELL 2000 COMMON 464287655 47604 468167 SH SOLE 408300 0 59867 I2 TECHNOLOGIES INC COMMON 465754109 7190 363150 SH DEFINED 01 350330 0 12820 IVAX CORPORATION COMMON 465823102 58995 1512691 SH SOLE 1507892 0 4799 IVEX PACKAGING CORPORATION COMMON 465855104 7102 373800 SH DEFINED 01 373800 0 0 JCC HOLDING COMPANY COMMON 46611Q403 477 95462 SH SOLE 95462 0 0 JDA SOFTWARE GROUP INC COMMON 46612K108 5940 357630 SH SOLE 354910 0 2720 J. JILL GROUP INC COMMON 466189107 4684 231320 SH SOLE 226000 0 5320 J P MORGAN CHASE & CO COMMON 46625H100 32878 737173 SH DEFINED 01 733751 0 3422 JABIL CIRCUIT INC COMMON 466313103 13316 431500 SH SOLE 427600 0 3900 JACK IN THE BOX INC COMMON 466367109 13980 535641 SH SOLE 523741 0 11900 JACOBS ENGINEERING GROUP INC COMMON 469814107 21976 336900 SH DEFINED 01 336900 0 0 JOHNSON & JOHNSON COMMON 478160104 108031 2160625 SH DEFINED 01 02 1540982 0 619643 JOHNSON CONTROLS INC COMMON 478366107 1616 22300 SH SOLE 22300 0 0 JONES APPAREL GROUP INC COMMON 480074103 23484 543600 SH SOLE 543600 0 0 JOY GLOBAL INC COMMON 481165108 753 45900 SH DEFINED 01 45900 0 0 JUNIPER NETWORKS INC COMMON 48203R104 30868 992531 SH SOLE 916931 0 75600 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- JUNIPER NETWORKS 4.75% CONV NO CONVRT 48203RAA2 2408 3350000 PRN SOLE 3350000 0 0 KLA-TENCOR CORPORATION COMMON 482480100 104471 1786751 SH DEFINED 01 1609540 0 177211 KMART CORPORATION COMMON 482584109 7815 681300 SH SOLE 657800 0 23500 KPMG CONSULTING INC COMMON 48265R109 23946 1560000 SH SOLE 1560000 0 0 K-SWISS INC CLASS A COMMON 482686102 100 4100 SH DEFINED 01 4100 0 0 KANSAS CITY SOUTHERN INDS INC COMMON 485170302 79 5017 SH SOLE 4750 0 267 KELLWOOD CO COMMON 488044108 5491 237700 SH SOLE 237700 0 0 KERR MCGEE CORPORATION COMMON 492386107 856 12923 SH SOLE 10555 0 2368 KEY ENERGY SERVICES INC COMMON 492914106 29871 2755650 SH SOLE 2707130 0 48520 KFORCE INC COMMON 493732101 7564 1163725 SH DEFINED 01 1144290 0 19435 KIMBERLY-CLARK CORPORATION COMMON 494368103 1462 26154 SH SOLE 20125 0 6029 KINDER MORGAN ENERGY PARTNERS COMMON 494550106 297 4325 SH SOLE 3925 0 400 KINDER MORGAN INC COMMON 49455P101 5730 114029 SH DEFINED 02 109673 0 4356 KING PHARMACEUTICALS INC COMMON 495582108 39234 729938 SH SOLE 594438 0 135500 KOHLS CORPORATION COMMON 500255104 175395 2796029 SH SOLE 2488929 0 307100 KONINKLIJKE PHILIPS ELECTRONIC COMMON 500472303 2088 79000 SH SOLE 79000 0 0 KOREA TELECOM CORPORATION - 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----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- LINENS N THINGS INC COMMON 535679104 602 22030 SH DEFINED 02 22030 0 0 LIZ CLAIBORNE INC COMMON 539320101 18087 358519 SH DEFINED 01 340830 0 17689 LOCKHEED MARTIN CORPORATION COMMON 539830109 20946 565349 SH SOLE 528649 0 36700 LOWES COMPANIES INC COMMON 548661107 194817 2685275 SH DEFINED 02 2352675 0 332600 LUCENT TECHNOLOGIES INC COMMON 549463107 1422 229336 SH SOLE 225336 0 4000 M & F WORLDWIDE CORPORATION COMMON 552541104 1133 294330 SH SOLE 294330 0 0 MBNA CORPORATION COMMON 55262L100 10247 311000 SH SOLE 75600 0 235400 MDC HOLDINGS INC COMMON 552676108 32 900 SH SOLE 900 0 0 MGIC INVESTMENT CORPORATION COMMON 552848103 63514 874365 SH DEFINED 01 762440 0 111925 MKS INSTRUMENTS INC COMMON 55306N104 112 3900 SH SOLE 3900 0 0 MSC INDUSTRIAL DIRECT CO-CL A COMMON 553530106 5827 334900 SH SOLE 334900 0 0 MACROVISION CORPORATION COMMON 555904101 2822 41193 SH SOLE 39475 0 1718 MANITOWOC COMPANY INC COMMON 563571108 4859 164700 SH SOLE 164700 0 0 MANOR CARE INC COMMON 564055101 20091 632802 SH DEFINED 02 631522 0 1280 MAPINFO CORPORATION COMMON 565105103 11314 514250 SH SOLE 153850 0 360400 MARINE DRILLING COMPANIES INC COMMON 568240204 16097 842335 SH DEFINED 01 827270 0 15065 MARSH & MCLENNAN COMPANIES INC COMMON 571748102 16203 160429 SH SOLE 158961 0 1468 MARSHALL & ILSLEY CORPORATION COMMON 571834100 1067 19800 SH SOLE 19800 0 0 MARRIOTT INTERNATIONAL INC CL COMMON 571903202 48249 1019200 SH SOLE 790000 0 229200 MARTIN MARIETTA MATERIALS COMMON 573284106 9928 200600 SH SOLE 193400 0 7200 MASCO CORPORATION COMMON 574599106 78788 3156575 SH SOLE 3144975 0 11600 MATERIAL SCIENCES CORPORATION COMMON 576674105 119 12000 SH DEFINED 01 12000 0 0 MATRIX SERVICE COMPANY COMMON 576853105 5493 789190 SH SOLE 751280 0 37910 MATTEL INC COMMON 577081102 3951 208850 SH DEFINED 01 143650 0 65200 MATTSON TECHNOLOGY INC COMMON 577223100 6158 352310 SH DEFINED 01 349270 0 3040 MAXTOR CORPORATION COMMON 577729205 17902 3409844 SH SOLE 2558568 0 851276 MAXIM INTEGRATED PRODUCTS INC COMMON 57772K101 19205 434399 SH SOLE 434399 0 0 MAY DEPARTMENT STORES COMPANY COMMON 577778103 9017 263200 SH SOLE 263200 0 0 MAYTAG CORPORATION COMMON 578592107 8415 287600 SH SOLE 287600 0 0 MCAFEE.COM CORPORATION COMMON 579062100 158 12900 SH DEFINED 01 12900 0 0 MCCLATCHY COMPANY-CL A COMMON 579489105 4066 103989 SH SOLE 97580 0 6409 MCDATA CORPORATION COMMON 580031102 3 157 SH DEFINED 01 157 0 0 MCDATA CORPORATION-A WI COMMON 580031201 3 150 SH SOLE 143 0 7 MCDONALDS CORPORATION COMMON 580135101 9342 345250 SH DEFINED 02 191917 0 153333 MCGRAW-HILL INC COMMON 580645109 11854 179200 SH SOLE 179200 0 0 MCKESSON HBOC INC COMMON 58155Q103 7544 203220 SH DEFINED 01 202530 0 690 MCLEOD INC COMMON 582266102 20915 4556700 SH SOLE 3773100 0 783600 MCMORAN EXPLORATION COMPANY COMMON 582411104 6820 454640 SH SOLE 443040 0 11600 THE MEAD CORPORATION COMMON 582834107 662 24400 SH SOLE 24400 0 0 MEDIMMUNE INC COMMON 584699102 28728 606708 SH SOLE 582280 0 24428 MEDTRONIC INC COMMON 585055106 1352 29378 SH SOLE 25893 0 3485 MELLON FINANCIAL CORPORATION COMMON 58551A108 77904 1693565 SH DEFINED 02 1687265 0 6300 MEMBERWORKS INC COMMON 586002107 1186 51250 SH DEFINED 01 50050 0 1200 MENTOR GRAPHICS CORPORATION COMMON 587200106 872 49800 SH SOLE 49800 0 0 MERCK & COMPANY INC COMMON 589331107 21104 330209 SH SOLE 325104 0 5105 MERCURY GENERAL CORPORATION COMMON 589400100 45073 1288895 SH SOLE 1247195 0 41700 MERCURY INTERACTIVE CORPORATIO COMMON 589405109 168342 2810384 SH DEFINED 01 1582905 0 1227479 MERIDIAN RESOURCE CORPORATION COMMON 58977Q109 6164 859750 SH SOLE 838120 0 21630 MERISTAR HOSPITALITY CORP COMMON 58984Y103 26 1100 SH SOLE 1100 0 0 MERIDIAN GOLD INC COMMON 589975101 9500 1194950 SH SOLE 1163910 0 31040 MERRILL LYNCH & COMPANY INC COMMON 590188108 46294 781335 SH SOLE 579135 0 202200 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 - ----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- MESA AIR GROUP INC COMMON 590479101 1628 131800 SH DEFINED 01 131000 0 800 METHODE ELECTRONICS INC CLASS COMMON 591520200 6002 697925 SH DEFINED 01 354625 0 343300 METTLER-TOLEDO INTERNATIONAL I COMMON 592688105 15033 349510 SH DEFINED 01 338335 0 11175 MICROSOFT CORPORATION COMMON 594918104 377512 5190228 SH DEFINED 01 4176700 0 1013528 MICROCHIP TECHNOLOGY INC COMMON 595017104 56248 1654179 SH DEFINED 01 1491477 0 162702 MICROMUSE INC COMMON 595094103 5382 192300 SH SOLE 192300 0 0 MICRON TECHNOLOGY INC COMMON 595112103 175809 4277600 SH SOLE 3682750 0 594850 MICROTUNE INC COMMON 59514P109 1408 64000 SH SOLE 64000 0 0 MIDAMERICAN ENERGY FIN I PRFD COMMON 59562U208 10 400 SH SOLE 400 0 0 STANDARD & POORS MID CAP 400 D COMMON 595635103 69056 725000 SH SOLE 725000 0 0 MIDWAY GAMES INC COMMON 598148104 11240 607560 SH DEFINED 01 599450 0 8110 MINERALS TECHNOLOGIES INC COMMON 603158106 2791 65030 SH SOLE 64590 0 440 MINIMED INC COMMON 60365K108 14952 311505 SH DEFINED 01 311505 0 0 MINNESOTA MINING & MANUFACTURI COMMON 604059105 48236 422755 SH SOLE 267355 0 155400 MIRANT CORPORATION COMMON 604675108 9835 285912 SH SOLE 285912 0 0 MOBILE MINI INCORPORATED COMMON 60740F105 2515 76250 SH DEFINED 01 76250 0 0 MODEM MEDIA INC COMMON 607533106 7134 1862700 SH SOLE 1862700 0 0 MODIS PROFESSIONAL SERVICES IN COMMON 607830106 11873 1720730 SH DEFINED 01 1705120 0 15610 MOLEX INC CLASS A COMMON 608554200 8391 281400 SH SOLE 81700 0 199700 MONACO COACH CORPORATION COMMON 60886R103 505 15200 SH SOLE 15200 0 0 MONSANTO COMPANY COMMON 61166W101 4233 114400 SH SOLE 114400 0 0 MONTANA POWER COMPANY COMMON 612085100 17140 1477589 SH DEFINED 02 1468459 0 9130 MORGAN STANLEY DEAN WITTER & C COMMON 617446448 44130 687062 SH DEFINED 01 666224 0 20838 MORTONS RESTAURANT GROUP INC COMMON 619429103 92 4650 SH SOLE 1450 0 3200 MOTOROLA INC COMMON 620076109 146423 8841955 SH DEFINED 01 5044190 0 3797765 MOVIE GALLERY INC COMMON 624581104 1242 68650 SH DEFINED 01 65700 0 2950 MURPHY OIL CORPORATION COMMON 626717102 442 6000 SH DEFINED 6000 0 0 NDS GROUP PLC ADR COMMON 628891103 1414 41700 SH SOLE 41700 0 0 NMS COMMUNICATIONS CORP COMMON 629248105 3963 566150 SH SOLE 289350 0 276800 NRG ENERGY INC COMMON 629377102 455 20600 SH SOLE 20600 0 0 NTL INC COMMON 629407107 23631 1961102 SH SOLE 1830052 0 131050 NABORS INDUSTRIES INC COMMON 629568106 85939 2310191 SH DEFINED 01 2089332 0 220859 NASDAQ-100 SHARES COMMON 631100104 48546 1056700 SH DEFINED 01 02 1056700 0 0 NATIONAL INSTRUMENTS CORPORATI COMMON 636518102 8064 248500 SH SOLE 127500 0 121000 NATIONAL-OILWELL INC COMMON 637071101 7113 265410 SH DEFINED 259050 0 6360 NATIONAL SEMICONDUCTOR CORPORA COMMON 637640103 20474 703100 SH SOLE 638600 0 64500 NAUTICA ENTERPRISES INC COMMON 639089101 20 1000 SH SOLE 1000 0 0 NAVIGANT CONSULTING INC COMMON 63935N107 7881 961070 SH SOLE 914180 0 46890 NEOSE TECHNOLOGIES INC COMMON 640522108 276 6130 SH DEFINED 01 6130 0 0 NETWORK ASSOCIATES INC COMMON 640938106 4003 321550 SH DEFINED 01 321550 0 0 NET2PHONE INC COMMON 64108N106 7493 1248870 SH SOLE 1214200 0 34670 NETIQ CORP COMMON 64115P102 12328 394000 SH SOLE 394000 0 0 NETWORK APPLIANCE INC COMMON 64120L104 849 62000 SH SOLE 62000 0 0 NEW PLAN EXCEL REALTY TRUST COMMON 648053106 9 600 SH SOLE 600 0 0 NEW YORK COMMUNITY BANCORP COMMON 649445103 4236 112500 SH SOLE 112500 0 0 NEWELL RUBBERMAID INC COMMON 651229106 64442 2567400 SH SOLE 2556000 0 11400 NEWFIELD EXPLORATION COMPANY COMMON 651290108 26240 818470 SH SOLE 676370 0 142100 NEWMARK HOMES CORPORATION COMMON 651578106 4677 340630 SH SOLE 327210 0 13420 NEWMONT MINING COMPANY COMMON 651639106 21062 1131760 SH SOLE 1091560 0 40200 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 - 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