UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 03/31/99
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: Amy Hoffman
Address: 1875 South Grant Street, Suite 600
San Mateo, California 94402
(650) 287-2220
13F File Number: 28-3449
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: Amy Hoffman
Title: Chief Financial Officer
Phone: (650) 287-2220
Signature, Place, and Date of Signing:
Amy Hoffman San Mateo, CA May 11, 1999
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
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FORM 13F SPECIAL ELECTRONIC FILING INSTRUCTIONS Continued
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 199
Form 13F Information Table Value Total: 4,141,789,000
List of Other Included Managers:
No. 13F File Number Name
1. None
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VOTING AUTHORITY
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VALUE SHARES/ SH/ PUT/ INVSTMT OTHER
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
- ---------------------------- -------------- ----------- ----------- -------- --- ---- ------- -------- ---- ------ -----
ADC TELECOMMUNICATIONS COM 886101 9,538 200000 SH Sole 200000
ADAPTEC INC COM 00651F108 43,980 1927900 SH Sole 1927900
ADV MICRO USD.01 COM COM 7903107 8,858 571500 SH Sole 571500
ADVENT SOFTWARE INC COM COM 7974108 3,200 64000 SH Sole 64000
AGRIBIOTECH INC NEV COM COM 8494106 500 80000 SH Sole 80000
AMAZON COM INC COM COM 23135106 182,846 1061900 SH Sole 1061900
AMERICA ONLINE INC COM STK COM 02364J104 447,946 3047250 SH Sole 3047250
AMERICAN TOWER CORP CL A COM COM 29912201 613 25000 SH Sole 25000
AMERITRADE HOLDINGS CORP-CL COM 03072H109 49,030 794000 SH Sole 794000
AMES DEPT STORES INCCOM NEW COM 30789507 3,341 90000 SH Sole 90000
APPLE COMPUTER INC COM COM 37833100 50,248 1398200 SH Sole 1398200
APPLIED MATLS INC COM COM 38222105 87,164 1413000 SH Sole 1413000
APPLIED MICRO CIRCUITS CORP COM 03822W109 1,881 44000 SH Sole 44000
ARROW ELECTRONICS INC COM COM 42735100 2,055 137000 SH Sole 137000
ARTESYN TECHNOLOGIESINC COM COM 43127109 11,460 926100 SH Sole 926100
ASCEND COMMUNICATIONS INC COM 43491109 80,231 958700 SH Sole 958700
AT HOME CORPORATION COM COM 45919107 61,756 392100 SH Sole 392100
ATMEL CORP COM COM 49513104 759 50000 SH Sole 50000
AUTODESK INC COM COM 52769106 12,099 299200 SH Sole 299200
AXENT TECHNOLOGIES INC COM 05459C108 3,405 141500 SH Sole 141500
BMC SOFT USD COM 55921100 7,561 204000 SH Sole 204000
BANKBOSTON CORP COM COM 06605R106 1,083 25000 SH Sole 25000
BARNES & NOBLE INC COM COM 67774109 19,548 608500 SH Sole 608500
BELL MICROPRODUCTS INC COM 78137106 7,554 1246000 SH Sole 1246000
BROADCAST.COM INC COM COM 111310108 4,077 34500 SH Sole 34500
BROADCOM CORP COM COM 111320107 50,582 820800 SH Sole 820800
BROADVISION INC COM COM 111412102 7,977 133500 SH Sole 133500
BUSINESS OBJECTS S.A. SPONS SPONSORED ADR 12328X107 505 17000 SH Sole 17000
C-CUBE MICROSYSTEMS INC COM 125015107 1,209 61000 SH Sole 61000
CDNOW/N2K INC COM 125086108 403 25000 SH Sole 25000
CDW COMPUTER CTRS INC COM 125129106 37,550 544200 SH Sole 544200
CHS ELECTRONICS INC COM NEW COM 12542A206 3,681 1154700 SH Sole 1154700
CNET INC COM COM 125945105 2,580 28000 SH Sole 28000
CALIFORNIA AMPLIFIERINC COM COM 129900106 452 176200 SH Sole 176200
CAPITAL ONE FINL CORP COM COM 14040H105 1,510 10000 SH Sole 10000
CARRIER ACCESS COM STK USD0. COM 144460102 21,261 275000 SH Sole 275000
CHECKFREE HOLDINGS CORP COM 162816102 5,150 121000 SH Sole 121000
CIENA CORP COM COM 171779101 1,800 80000 SH Sole 80000
CISCO SYS INC COM COM 17275R102 199,086 1817100 SH Sole 1817100
CINTAS CORP COM COM 172908105 1,308 20000 SH Sole 20000
CITIGROUP INC COM STK COM 172967101 8,703 136250 SH Sole 136250
CITRIX SYSTEMS INC COM COM 177376100 12,894 338200 SH Sole 338200
CLARIFY INC COM COM 180492100 1,454 54500 SH Sole 54500
COGNOS CAD COM COM 19244C109 1,504 64000 SH Sole 64000
COMCAST CORP CL A SPL COM 200300200 12,588 200000 SH Sole 200000
COMPAQ COMPUTER CORPCOM COM 204493100 59,998 1893439 SH Sole 1893439
COMPUSA INC COM COM 204932107 3,500 500000 SH Sole 500000
FATBRAIN.COM COM 20520N108 1,167 51000 SH Sole 51000
COMPUTER SCIENCES CORP COM COM 205363104 11,534 209000 SH Sole 209000
COMPUWARE CORP COM COM 205638109 20,800 871200 SH Sole 871200
COMVERSE TECHNOLOGY INC COM 205862402 81,770 962000 SH Sole 962000
CORSAIR COMM INC COM COM 220406102 1,499 292424 SH Sole 292424
CRITICAL PATH INC COM 22674V100 2,387 31000 SH Sole 31000
CYBERIAN OUTPOST INC COM 231914102 18 900 SH Sole 900
DASSAULT SYSTEMES S.A. SPONS SPONSORED ADR 237545108 7,210 194200 SH Sole 194200
DATA BROADCASTING CORP COM 237596101 2,567 185000 SH Sole 185000
DATA GEN CORP COM COM 237688106 2,693 266000 SH Sole 266000
DELL COMPUTER CORP COM COM 247025109 125,274 3064800 SH Sole 3064800
DIALOGIC CORP COM COM 252499108 336 11000 SH Sole 11000
DILLIARDS INC-CL A COM COM 254067101 5,989 236000 SH Sole 236000
DOCUMENTUM INC COM COM 256159104 10,259 592600 SH Sole 592600
DOUBLECLICK INC COM COM 258609304 44,405 243900 SH Sole 243900
DUANE READE INC COM COM 263578106 2,662 95500 SH Sole 95500
ECI TELECOM ILS.12 COM 268258100 560 16000 SH Sole 16000
E M C CORP MASS COM COM 268648102 61,767 483500 SH Sole 483500
EGGHEAD INC COM COM 282330109 2,546 140000 SH Sole 140000
EINSTEIN/NOAH BAGEL CORP COM 282577105 89 67700 SH Sole 67700
ELAN CORP PLC ADR SPONSORED ADR 284131208 1,744 25000 SH Sole 25000
ELEC ARTS COM COM 285512109 70,870 1492000 SH Sole 1492000
ENTRUST TECHNOLOGIESINC COM 293848107 10,463 310000 SH Sole 310000
ENZON INC COM COM 293904108 10,886 738000 SH Sole 738000
ERICSSON SPONS ADR SPONSORED ADR 294821400 262 11000 SH Sole 11000
EXCITE INC COM COM 300904109 53,200 380000 SH Sole 380000
FPIC INS GROUP INC COM COM 302563101 2,117 51000 SH Sole 51000
FILENET CORP COM COM 316869106 798 114000 SH Sole 114000
FORE SYSTEMS INC COM COM 345449102 6,447 341000 SH Sole 341000
FORTE SOFTWARE INC COM COM 349546101 814 176000 SH Sole 176000
FRIEDE GOLDMAN INTL COM COM 358430106 360 22500 SH Sole 22500
FRONTIER CORP COM COM 35906P105 5,706 110000 SH Sole 110000
GATEWAY 2000 INC COM COM 367833100 45,594 665000 SH Sole 665000
GELTEX PHARMACEUTICALS COM COM 368538104 492 35000 SH Sole 35000
GENUS USD COM COM 372461103 91 55000 SH Sole 55000
HMT TECH CORP COM COM 403917107 175 50000 SH Sole 50000
HEALTHEON CORPORATION COM 422209106 11,696 275000 SH Sole 275000
HUTCHINSON TECHNOLOGY INC COM 448407106 15,114 607600 SH Sole 607600
IL FORNAIO AMERICA CORP COM COM 451926109 634 65000 SH Sole 65000
INCYTE PHARMACEUTICALS INC COM 45337C102 1,525 76000 SH Sole 76000
INFORMIX CORP COM COM 456779107 6,388 866200 SH Sole 866200
INFOSEEK CORP COM COM 45678M107 10,811 146100 SH Sole 146100
INFOSPACE.COM INC COM STK COM 45678T102 38,898 438900 SH Sole 438900
INGRAM MICRO CL A COM COM 457153104 2,988 131000 SH Sole 131000
INKTOMI CORP COM COM 457277101 18,522 216000 SH Sole 216000
INNOVEX INC COM COM 457647105 2,006 150000 SH Sole 150000
INTERGRATED SYS INC COM COM 45812M104 3,549 277000 SH Sole 277000
INTEL CORP COM COM 458140100 70,017 589000 SH Sole 589000
IBM COM USD0.5 COM 459200101 43,869 247500 SH Sole 247500
IOMEGA CORP COM COM 462030107 1,950 380500 SH Sole 380500
JTS CORPORATION COM COM 465940104 3 337000 SH Sole 337000
JDA SOFTWARE COM COM 46612K108 469 63000 SH Sole 63000
JABIL CIRCUIT INC COM COM 466313103 64,051 1581500 SH Sole 1581500
KLA INSTRUMENTS CORPCOM COM 482480100 7,284 150000 SH Sole 150000
K TEL INTL INC COM NEW COM 482724200 1,385 160600 SH Sole 160600
KOPIN CORP COM COM 500600101 249 18000 SH Sole 18000
LEXMARK INTL GROUP INC COM COM 529771107 26,850 240000 SH Sole 240000
LINEAR CORP USD COM COM 535678106 6,663 130000 SH Sole 130000
LUCENT TECHNOLOGIES INC COM COM 549463107 76,518 708500 SH Sole 708500
LYCOS INC COM COM 550818108 35,699 414800 SH Sole 414800
MCI WORLDCOM INC COM COM 55268B106 26,569 300000 SH Sole 300000
MATRITECH INC COM COM 576818108 84 53500 SH Sole 53500
MAXIM INTEGRATED PRODUCTS IN COM 57772K101 32,475 600000 SH Sole 600000
MEDIAONE GROUP INC COM STK COM 58440J104 1,269 20000 SH Sole 20000
MERCURY INTERACTIVE CORP COM 589405109 63,163 1773000 SH Sole 1773000
MERRILL LYNCH & CO INC USD1. COM 590188108 11,301 127700 SH Sole 127700
MICROSOFT CORP COM COM 594918104 108,984 1216000 SH Sole 1216000
MICRON TECHNOLOGY INC COM COM 595112103 35,562 738000 SH Sole 738000
MILESTONE SCIENTIFIC INC COM COM 59935P100 105 67100 SH Sole 67100
MINDSPRING ENTERPRISES INC COM 602683104 1,721 20000 SH Sole 20000
MOMENTUM BUSINESS APPLICATIO COM 60877P108 69 7756 SH Sole 7756
MOTOROLA INC COM COM 620076109 15,383 210000 SH Sole 210000
MYLEX CORP COM COM 628546103 1,095 168500 SH Sole 168500
NAT SEMICOND USD.5 COM 637640103 1,514 162608 SH Sole 162608
NETWORK ASSOCIATES INC COM COM 640938106 10,234 333500 SH Sole 333500
NETMANAGE INC COM COM 641144100 520 216100 SH Sole 216100
NETWORK PERIPHERALS INC COM 64121R100 1,511 284500 SH Sole 284500
NEW ERA OF NETWORKS INC COM COM 644312100 106,842 1577000 SH Sole 1577000
NORTHERN TELECOM CAD (USD) COM 665815106 7,455 120000 SH Sole 120000
NOVELL INC COM COM 670006105 8,816 350000 SH Sole 350000
OBJECTIVE SYS INTEG COM COM 674424106 378 111000 SH Sole 111000
ONSALE INC COM COM 682838107 6,041 180000 SH Sole 180000
OPEN MARKET INC COM COM 68370M100 2,727 210800 SH Sole 210800
ORACLE CORP COM COM 68389X105 25,188 955000 SH Sole 955000
PMC SIERRA INC COM COM 69344F106 11,532 162000 SH Sole 162000
PANDA PROJ INC COM COM 69833F104 13 37300 SH Sole 37300
PARAMETRIC TECHNOLOGY CORP COM 699173100 21,725 1100000 SH Sole 1100000
PEOPLESOFT INC COM COM 712713106 5,672 387800 SH Sole 387800
PFIZER INC SHS COM 717081103 1,388 10000 SH Sole 10000
POWERWAVE TECH COM COM 739363109 5,675 200000 SH Sole 200000
PRICELINE.COM INC COM COM 741503106 15,456 186500 SH Sole 186500
PROVIDENT AMERN CORPCOM COM 743832107 3,985 322000 SH Sole 322000
PROVIDENT FIANANCIALGROUP IN COM 743866105 2,456 64000 SH Sole 64000
PROVIDIAN FINL CORP COM COM 74406A102 6,600 60000 SH Sole 60000
PROXIM INC COM COM 744284100 4,313 150000 SH Sole 150000
QUANTUM CORP COM COM 747906105 7,155 397500 SH Sole 397500
RAMBUS INC COM COM 750917106 13,454 209000 SH Sole 209000
READ-RITE COM COM 755246105 659 100000 SH Sole 100000
REPUBLIC INDUSTRIES INC COM 760516104 1,238 100000 SH Sole 100000
SDL INC COM COM 784076101 13,613 150000 SH Sole 150000
SABRATEK CORP COM COM 78571U108 375 25000 SH Sole 25000
SANMINA CORP COM COM 800907107 1,211 19000 SH Sole 19000
SAP AG SPONS ADR SPONSORED ADR 803054204 11,841 450000 SH Sole 450000
SEAGATE TECHNOLOGY COM COM 811804103 4,059 137300 SH Sole 137300
SEC DYNAMICS COM COM 814208104 5,457 293000 SH Sole 293000
SILICON GRAPHICS INC COM COM 827056102 4,402 265800 SH Sole 265800
SKYMALL INC COM COM 830859104 1 100 SH Sole 100
SMART MODULAR TECHNOLOGIES I COM 831690102 6,139 411000 SH Sole 411000
SOUTHTRUST CORP COM COM 844730101 746 20000 SH Sole 20000
SPORTSLINE USA INC COM COM 848934105 42,500 931500 SH Sole 931500
STERLING COMMERCE INC COM 859205106 3,044 99000 SH Sole 99000
STORAGE TECH PAR $0.10 COM 862111200 16,547 593600 SH Sole 593600
SUN MICROSYS COM COM 866810104 96,048 768000 SH Sole 768000
SYNOPSYS INC COM COM 871607107 2,150 40000 SH Sole 40000
TSI INTL SOFTWARE COM COM 872879101 49 1000 SH Sole 1000
TECH DATA CORP COM COM 878237106 19,497 850000 SH Sole 850000
TEKELEC COM COM 879101103 439 60000 SH Sole 60000
TELECOM SEMICONDUCTOR INC COM 87921P107 747 196000 SH Sole 196000
TELEBRAS HOLDERS ADRREPR 1 ' SPONSORED ADR 879287308 41,603 516000 SH Sole 516000
TELLABS INC COM COM 879664100 108,121 1106100 SH Sole 1106100
TERADYNE INC COM 880770102 46,378 850000 SH Sole 850000
TERAYON COMMUNICATION SYS COM 880775101 232 5800 SH Sole 5800
TEXAS INST USD1 COM 882508104 10,868 109500 SH Sole 109500
3COM CORP COM COM 885535104 46,771 2006250 SH Sole 2006250
3DFX INTERACTIVE INCCOM COM 88553X103 2,146 171700 SH Sole 171700
TRIDENT MICROSYSTEMSINC COM COM 895919108 633 101000 SH Sole 101000
TYCO INTERNATIONAL LTD COM COM 902124106 6,822 95075 SH Sole 95075
UBID INC COM 903469104 4,894 75000 SH Sole 75000
ULTRATECH STEPPER INC COM COM 904034105 777 55000 SH Sole 55000
UNIPHASE CORP COM COM 909149106 11,973 104000 SH Sole 104000
UNITED INTERNATIONAL HLDGS I COM 910734102 10,875 250000 SH Sole 250000
UROLOGIX INC COM COM 917273104 184 50000 SH Sole 50000
VALLEY MEDIA INC COM COM 91972C106 1,160 51000 SH Sole 51000
VANTIVE CORP COM COM 922091103 3,499 290100 SH Sole 290100
VERITAS SOFTWARE COM COM 923436109 47,400 587000 SH Sole 587000
VERITY INC COM COM 92343C106 2,462 73500 SH Sole 73500
VIASOFT INC COM COM 92552U102 309 75000 SH Sole 75000
VISIO CORP COM COM 927914101 3 100 SH Sole 100
VISIBLE GENETICS COM COM 92829S104 1,225 70000 SH Sole 70000
WEBTRENDS CORP COM STK COM 94844D104 491 10100 SH Sole 10100
WESTERN DIGITAL CORPCOM COM 958102105 5,725 727000 SH Sole 727000
XILINX USD COM COM 983919101 12,169 300000 SH Sole 300000
XEROX CORP COM COM 984121103 31,953 613000 SH Sole 613000
YAHOO INC COM COM 984332106 297,148 1764800 SH Sole 1764800
ZIFF DAVIS INC COM STK COM 989511100 4,730 220000 SH Sole 220000
ZIFF-DAVIS INC ZDNET COM 989511209 1,800 50000 SH Sole 50000
ZOOM TELEPHONICS INCCOM COM 98976E103 136 35000 SH Sole 35000
TOMMY HILFIGER COM COM G8915Z102 1,033 15000 SH Sole 15000
OLICOM DKK.25(USD) COM K7514Y107 207 68900 SH Sole 68900
CHECK POINT SOFTWARETECH COM M22465104 5,461 127000 SH Sole 127000
ASM LITHOGRAPHY NLG0.13 NY S SPONSORED ADR N07059111 53,460 1188000 SH Sole 1188000
BAAN CO NV NY SHS SPONSORED ADR N08044104 838 97500 SH Sole 97500
4,141,789 75,524,552 75,524,552
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