<TABLE>
FORM 13F INFORMATION TABLE
<CAPTION>
FORM 13F INFORMATION TABLE
NAME OF ISSUER TITLE OF VALUE SHARES/ SH/ INVSTMT OTHER VOTING AUTHORITY
CLASS CUSIP x$1000 PRN AMT PRN DSCRETN MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ABERCROMBIE & FITCH COM 002896207 205 6028 SH SOLE 6028 0 0
ABERCROMBIE & FITCH COM 002896207 144 6232 SH DEFINED 01 0 0 4232
AETNA INC COM 008117103 4028 81800 SH SOLE 81800 0 0
AMERICAN CAPITAL STRATEGIES COM 024937104 1618 87500 SH SOLE 87500 0 0
AMERICAN NATIONAL CAN GROUP INC COM 027714104 2457 155400 SH SOL 155400 0 0
AMERICAN NATIONAL CAN GROUP INC COM 027714104 129 8200 SH DEFINED 01 0 0 8200
AMERITECH CORP COM 030954101 10953 164100 SH SOLE 164100 0 0
AMERITECH CORP COM 030954101 2991 44822 SH DEFINED 01 0 0 44822
AMR CORP COM 001765106 7450 136700 SH SOLE 136700 0 0
AMR CORP COM 001765106 3139 57611 SH DEFINED 01 0 0 56711
ANGLOGOLD ADR COM 35128206 7776 247365 SH SOLE 247365 0 0
BAKER HUGHES INC COM 57224107 4611 159000 SH SOLE 159000 0 0
BAKER HUGHES INC COM 57224107 2450 84500 SH DEFINED 01 0 0 84500
BAXTER INTERNATIONAL INC. COM 071813109 7838 130100 SH SOLE 130100 0 0
BAXTER INTERNATIONAL INC. COM 071813109 3247 53900 SH DEFINED 01 0 0 53900
BANK OF NEW YORK CO INC COM 064057102 10198 305000 SH SOLE 305000 0 0
BANK OF NEW YORK CO INC COM 064057102 3310 99000 SH DEFINED 01 0 0 99000
BURLINGTON NORTHERN SANTA FE CORP COM 12189T104 5596 203500 SH SOLE 203500 0 0
BURLINGTON NORTHERN SANTA FE CORP COM 12189T104 2481 90247 SH DEFINED 01 0 0 90247
CARDINAL HEALTH COM 14149Y108 5008 91898 SH SOLE 91898 0 0
CARDINAL HEALTH COM 14149Y108 2473 45384 SH DEFINED 01 0 0 45384
CHUBB CORP COM 171232101 4280 86250 SH SOLE 86250 0 0
CHUBB CORP COM 171232101 233 4702 SH DEFINED 01 0 0 4702
COLUMBIA HCA HEALTHCARE CORP COM 197677107 6165 291000 SH SOLE 291000 0 0
CONTINENTAL AIRLINES COM 210795308 2721 83100 SH SOLE 83100 0 0
DE BEERS ADR COM 240253302 9107 337300 SH SOLE 337300 0 0
DELPHI AUTO SYSTEMS COM 247126105 1791 111555 SH SOLE 111555 0 0
DELPHI AUTO SYSTEMS COM 247126105 1043 64938 SH DEFINED 01 0 0 64938
EASTMAN KODAK COM 277461109 7917 104700 SH SOLE 104700 0 0
ERICSSON LM TELEPHONE CO ADR COM 294821400 1200 38400 SH SOLE 38400 0 0
ERICSSON LM TELEPHONE CO ADR COM 294821400 112 3600 SH DEFINED 01 0 0 3600
FILA HOLDINGS SPA ADR COM 316850106 9440 755242 SH SOLE 755242 0 0
FIRST DATA CORP COM 319963104 9968 227200 SH SOLE 227200 0 0
FIRST DATA CORP COM 319963104 4036 92000 SH DEFINED 01 0 0 92000
FLEET FINANCIAL GROUP INC COM 338915101 3259 89000 SH SOLE 89000 0 0
FLEET FINANCIAL GROUP INC COM 338915101 1695 46300 SH DEFINED 01 0 0 46300
FLUOR CORP COM 343861100 5474 136000 SH SOLE 136000 0 0
FLUOR CORP COM 343861100 2503 62200 SH DEFINED 01 0 0 62200
FMC CORP COM 302491303 5227 108350 SH SOLE 108350 0 0
FREEPORT MCMORAN COPPER AND GOLD COM 35671D857 3626 233000 SH SOLE 233000 0 0
FREEPORT MCMORAN COPPER AND GOLD COM 35671D857 1402 90115 SH DEFINED 01 0 0 90115
FRESENIUS MEDICAL CARE - ADS COM 358029106 78646 3524764 SH SOLE 3524764 0 0
FRESENIUS MEDICAL CARE - ADS COM 358029106 1932 086600 SH DEFINED 01 0 0 86600
GEON CO COM 37246W105 1251 48600 SH SOLE 48600 0 0
GEON CO COM 37246W105 0146 5700 SH DEFINED 01 0 0 005700
GEORGIA PACIFIC CORP COM 373298108 7471 184760 SH SOLE 184760 0 0
GEORGIA PACIFIC CORP COM 373298108 3259 80600 SH DEFINED 01 0 0 80600
GEORGIA PACIFIC - TIMBER GROUP COM 373298702 2909 127200 SH SOLE 127200 0 0
GEORGIA PACIFIC - TIMBER GROUP COM 373298702 1509 66000 SH DEFINED 01 0 0 66000
GENERAL MOTORS CORP COM 370442105 10334 164200 SH SOLE 164200 0 0
GENERAL MOTORS CORP COM 370442105 4960 78821 SH DEFINED 01 0 0 78821
HARCOURT GENERAL INC COM 41163G101 5815 139700 SH SOLE 139700 0 0
HARCOURT GENERAL INC COM 41163G101 2480 59593 SH DEFINED 01 0 0 59593
IMC GLOBAL INC COM 449669100 5906 405608 SH SOLE 405608 0 0
INCO LTD COM 453258402 8616 403100 SH SOLE 403100 0 0
INCO LTD COM 453258402 4061 190000 SH DEFINED 01 0 0 190000
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 9159 75700 SH SOLE 75700 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 4230 34964 SH DEFINED 01 0 0 34964
INDUSTRIE NATUZZI SPA ADR COM 456478106 29250 1490489 SH SOLE 1490489 0 0
INDUSTRIE NATUZZI SPA ADR COM 456478106 815 41573 SH DEFINED 01 0 0 41573
KROGER CO COM 501044101 5175 234600 SH SOLE 234600 0 0
LEAR CORP COM 521865105 5380 152900 SH SOLE 152900 0 0
LIFEPOINT HOSPITALS COM 53219L109 143 16469 SH SOLE 16469 0 0
LIFEPOINT HOSPITALS COM 53219L109 70 8104 SH DEFINED 01 0 0 08104
LIMITED INC COM 532716107 3213 84000 SH SOLE 84000 0 0
LIMITED INC COM 532716107 7607 198883 SH DEFINED 01 0 0 198883
LTV CORP COM 501921100 5795 1065763 SH DEFINED 01 0 0 1065763
LUXOTTICA GROUP SPA ADR COM 55068R202 56246 2950627 SH SOLE 2950627 0 0
LUXOTTICA GROUP SPA ADR COM 55068R202 1477 77500 SH DEFINED 01 0 0 77500
MCCORMICK & CO COM 579780206 6605 199800 SH SOLE 199800 0 0
MCMORAN EXPLORATION COM 582411104 392 18252 SH SOLE 18252 0 0
MCMORAN EXPLORATION COM 582411104 270 12563 SH DEFINED 01 0 0 12563
MERCURY GENERAL CORP COM 589400100 4272 155000 SH DEFINED 01 0 0 155000
METRO GOLDWYN MAYER COM 591610100 4721 269799 SH SOLE 269799 0 0
METRO GOLDWYN MAYER COM 591610100 1852 105851 SH DEFINED 01 0 0 105851
MILLENIUM CHEMICALS INC COM 599903101 6623 324100 SH SOLE 324100 0 0
NIELSEN MEDIA RESEARCH COM 653929307 7474 201000 SH SOLE 222000 0 0
NIELSEN MEDIA RESEARCH COM 653929307 4239 114000 SH DEFINED 01 0 0 114000
PHILIP MORRIS COMPANIES INC COM 718154107 5350 156500 SH SOLE 156500 0 0
PHILIP MORRIS COMPANIES INC COM 718154107 2769 81000 SH DEFINED 01 0 0 81000
PPG INDUSTRIES INC COM 693506107 7530 125500 SH SOLE 125500 0 0
PPG INDUSTRIES INC COM 693506107 2793 45564 SH DEFINED 01 0 0 45564
PRIMEX TECHNOLOGIES COM 741597108 372 18880 SH SOLE 18880 0 0
RAYTHEON CO COM 755111101 397 8205 SH SOLE 8205 0 0
RAYTHEON CO COM 755111101 232 4792 SH DEFINED 01 0 0 4792
READERS DIGEST "A" COM 755267101 6569 224600 SH SOLE 224600 0 0
READERS DIGEST "A" COM 755267101 3042 104000 SH DEFINED 01 0 0 104000
RYANS FAMILY STEAKHOUSE COM 783519101 2448 272000 SH SOLE 272000 0 0
RYANS FAMILY STEAKHOUSE COM 783519101 1287 143000 SH DEFINED 01 0 0 143000
SOUTH AFRICAN BREWERIES ADR COM 836216309 1563 183905 SH SOLE 183905 0 0
SARA LEE COM 803111103 8204 351000 SH SOLE 351000 0 0
SARA LEE COM 803111103 2290 98000 SH DEFINED 01 0 0 98000
SOLUTIA INC COM 834376105 4672 261400 SH SOLE 261400 0 0
SOLUTIA INC COM 834376105 1573 88000 SH DEFINED 01 0 0 88000
TELEFONOS DE MEXICO SA ADR COM 879403780 15051 211250 SH SOLE 211250 0 0
TEMPLE INLAND COM 879868107 8533 139900 SH SOLE 139900 0 0
TEMPLE INLAND COM 879868107 3904 64000 SH DEFINED 01 0 0 64000
TOO INC COM 890333107 532 29695 SH SOLE 29695 0 0
TOO INC COM 890333107 215 11999 SH DEFINED 01 0 0 11999
TRIAD HOSPITALS COM 89579K109 166 16469 SH SOLE 16469 0 0
TRIAD HOSPITALS COM 89579K109 82 8104 SH DEFINED 01 0 0 8104
TRW INC COM 872649108 6860 137900 SH SOLE 137900 0 0
TRW INC COM 872649108 2619 52651 SH DEFINED 01 0 0 52651
UNION PACIFIC CORP COM 907818108 7805 162400 SH SOLE 162400 0 0
UNION PACIFIC CORP COM 907818108 2694 56063 SH DEFINED 01 0 0 056063
UNITRIN INC COM 913275103 7749 223000 SH SOLE 223000 0 0
UNITRIN INC COM 913275103 3266 94000 SH DEFINED 01 0 0 94000
UNOVA COM 2116842 3432 256600 SH SOLE 256600 0 0
UNOVA COM 2116842 807 60400 SH DEFINED 01 0 0 60400
VITRO SOCIEDAD ANONIMA ADR COM 928502301 4461 1081500 SH SOLE 1081500 0 0
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