UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
Information Required of Institutional Investment
Managers Pursuant to Section 13 (f) of the Securities
Exchange Act of 1934 and Rules Thereunder
Adopted in Release No. 34-14852, (P.81,610),
June 15, 1978, 43 F.R. 26700}
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 12/31/99
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: Bowman Capital Management, LLC
Address: 1875 South Grant Street, Suite 600
San Mateo, California 94402
13F File Number: 34-14852
The institutional investment manager submitting this Form and its attachments
and the person by whom it is signed represent hereby that all information
contained therein is true, correct and complete, it is understood that all
required items, statements and schedules are considered integral parts of this
Form and that the submission of any amendment represents that all amended items,
statements and schedules remain true, correct and complete as previously filed.
Pursuant to the requirements of the Securities Exchange Act of 1934, the
undersigned institutional investment manager has caused this report to be signed
on its behalf in the City of San Mateo and State of California on the 11th day
of February 2000.
Name and 13F file number of ALL Institutional Investment managers with respect
to which this schedule is filed (other than the one filing this report) (List in
alphabetical order)
13F file number will be assigned to Institutional Investment managers after they
file their first report.
Name 13F File No.:
1. None*
Person Signing this Report on Behalf of Reporting Manager:
Name: Thomas Pindelski
Title: Chief Operating Officer
Phone: 650-287-2263
Signature, Place, and Date of Signing:
Thomas Pindelski San Mateo, California February 11, 2000
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
* Bowman Capital Management, LLC is deemed to exercise sole investment
discretion with respect to securities held by the investment partnership which
it serves as the general partner. Accordingly, such investment partnership has
no separate requirements pursuant to Rule 13F-1.
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Voting Authority
Value Shares/ Sh/ Put/ Invstmt --------------------
Name of Issuer Title of class CUSIP (x$1000) PrnAmt Prn Call Dscretn Managers Sole Shared None
1-800-FLOWERS.COM INC COM ST COM 68243Q106 3,741 350000 SH Sole 350000
3COM CORP COM COM 885535104 69,924 1487750 SH Sole 1487750
ADAPTEC INC COM 00651F108 41,995 842000 SH Sole 842000
ADC TELECOMMUNICATIONS COM 886101 48,036 662000 SH Sole 662000
ADOBE SYS INC COM COM 00724F101 1,681 25000 SH Sole 25000
ADTRAN INC COM COM 00738A106 6,584 128000 SH Sole 128000
ADV MICRO USD.01 COM COM 7903107 30,601 1057500 SH Sole 1057500
ADVANCED FIBRE COMM INC COM COM 00754A105 26,813 600000 SH Sole 600000
AETHER SYSTEMS COM 00808V105 5,014 70000 SH Sole 70000
AGENCY.COM COM STK COM 8447104 1,530 30000 SH Sole 30000
AGILENT TECHNOLOGIESINC. COM 00846U101 7,731 100000 SH Sole 100000
AGRIBIOTECH INC NEV COM COM 8494106 190 80000 SH Sole 80000
AMAZON COM INC COM COM 23135106 174,912 2297700 SH Sole 2297700
AMERICA ONLINE INC COM STK COM 02364J104 328,706 4332200 SH Sole 4332200
ANCOR COMMUNICATIONSINC COM COM 03332K108 3,835 56500 SH Sole 56500
ANDOVER.NET INC COM STK COM 34318105 5,344 150000 SH Sole 150000
APPLE COMPUTER INC COM COM 37833100 90,187 877200 SH Sole 877200
APPLIED MAGNETICS CORP COM COM 38213104 60 158800 SH Sole 158800
APPLIED MATLS INC COM COM 38222105 112,771 890150 SH Sole 890150
APPLIED MICRO CIRCUITS CORP COM 03822W109 139,275 1094500 SH Sole 1094500
ARIBA INC COM COM 04033V104 283,800 1600000 SH Sole 1600000
ARTESYN TECHNOLOGIESINC COM COM 43127109 4,179 199000 SH Sole 199000
ASHFORD.COM INC COM STK COM 44093102 26,396 2399679 SH Sole 2399679
ASK JEEVES.COM COM 45174109 22,588 200000 SH Sole 200000
ASYST TECHNOLOGIES INC COM 04648X107 29,503 450000 SH Sole 450000
AT HOME CORPORATION COM COM 45919107 19,584 456760 SH Sole 456760
ATMEL CORP COM STK COM 49513104 37,337 1263000 SH Sole 1263000
AUTOBYTEL.COM INC COM 05275N106 143 9400 SH Sole 9400
AUTODESK INC COM COM 52769106 11,890 352300 SH Sole 352300
AUTOWEB.COM INC COM 53331104 2,471 227200 SH Sole 227200
BAAN CO NV NY SHS COM N08044104 3,821 270500 SH Sole 270500
BARNES & NOBLE INC COM COM 67774109 9,653 468000 SH Sole 468000
BELL MICROPRODUCTS INC COM 78137106 14,806 1346000 SH Sole 1346000
BEYOND.COM CORPORATION COM S COM 08860E101 12,930 1655000 SH Sole 1655000
BMC SOFT USD COM 55921100 49,961 625000 SH Sole 625000
BROADBASE INFO SYSTEMS COM 11130R100 108,231 962049 SH Sole 962049
BROADCOM CORP COM COM 111320107 259,247 951800 SH Sole 951800
BROADVISION INC COM COM 111412102 119,129 700500 SH Sole 700500
BROCADE COMMUNICATION COM 111621108 83,768 485000 SH Sole 485000
BUSINESS OBJECTS S.A. SPONS SPON ADR 12328X107 2,272 17000 SH Sole 17000
CALIFORNIA AMPLIFIERINC COM COM 129900106 4,636 176200 SH Sole 176200
CARRIER ACCESS COM STK USD0. COM 144460102 17,905 266000 SH Sole 266000
C-BRIDGE INTRNT COM 12500B105 462 9500 SH Sole 9500
C-CUBE MICROSYSTEMS INC COM 125015107 3,797 61000 SH Sole 61000
CDW COMPUTER CTRS INC COM 125129106 5,111 65000 SH Sole 65000
CH SCHWAB USD COM COM 808513105 7,918 207000 SH Sole 207000
CHARTER COM INC. CLASS A COM COM 16117M107 4,528 207000 SH Sole 207000
CHARTERED SEMICONDUCTOR COM 16133R106 113,647 1606400 SH Sole 1606400
CHASE MANHATTAN CORPCOM NEW COM 16161A108 14,295 184000 SH Sole 184000
CHECKFREE HOLDINGS CORP COM 162816102 12,645 121000 SH Sole 121000
CHEMDEX CORP COM COM 163595101 48,626 454315 SH Sole 454315
CHS ELECTRONICS INC COM NEW COM 12542A206 538 478000 SH Sole 478000
CIENA CORP COM COM 171779101 55,087 959000 SH Sole 959000
CINTAS CORP COM COM 172908105 531 10000 SH Sole 10000
CIRRUS LOGIC USD COM COM 172755100 53 4000 SH Sole 4000
CISCO SYS INC COM COM 17275R102 198,831 1856070 SH Sole 1856070
CITRIX SYSTEMS INC COM COM 177376100 20,689 168200 SH Sole 168200
CLARIFY INC COM COM 180492100 6,867 54500 SH Sole 54500
CMGI INC COM COM 125750109 174,985 632000 SH Sole 632000
COBALT NETWORKS COM 19074R101 5,950 54900 SH Sole 54900
COMMERCE ONE INC COM 200693109 128,708 655000 SH Sole 655000
COMPAQ COMPUTER CORPCOM COM 204493100 20,661 763439 SH Sole 763439
COMPUTER NETWORK TECHNOLOGY COM 204925101 9,060 395000 SH Sole 395000
COMPUWARE CORP COM COM 205638109 132,133 3547200 SH Sole 3547200
COMVERSE TECHNOLOGY INC COM 205862402 158,327 1100000 SH Sole 1100000
CONCORD COMMUNICATIONS INC COM 206186108 18,500 416900 SH Sole 416900
CONEXANT SYSTEMS INCCOM STK COM 207142100 1,991 30000 SH Sole 30000
CONSECO INC COM COM 208464107 713 40000 SH Sole 40000
COPPER MOUNTAIN NETWORKS INC COM 217510106 5,946 125000 SH Sole 125000
CORSAIR COMM INC COM COM 220406102 2,376 292424 SH Sole 292424
COULTER PHARMACEUTICAL INC COM 222116105 4,424 195000 SH Sole 195000
CRITICAL PATH INC COM 22674V100 66,365 703200 SH Sole 703200
CROSSROADS SYSTEMS INC COM 22765D100 24,395 288700 SH Sole 288700
CROWN CASTLE INTL CORP COM COM 228227104 2,409 75000 SH Sole 75000
CYBERIAN OUTPOST INC COM 231914102 11,463 1100000 SH Sole 1100000
CYGNUS INC COM COM 232560102 4,198 230000 SH Sole 230000
CYPRESS SEMICONDUCTORS CORP COM 232806109 24,081 743800 SH Sole 743800
DATA BROADCASTING CORP COM 237596101 1,526 185000 SH Sole 185000
DATA RETURN CP COM 23785M104 268 5000 SH Sole 5000
DELL COMPUTER CORP COM COM 247025109 145,799 2858800 SH Sole 2858800
DIGIMARC CORP COM 253807101 550 11000 SH Sole 11000
DIGITAL INSIGHT CORP COM 25385P106 1,637 45000 SH Sole 45000
DITECH COMMUNICATIONS CORP C COM 25500M103 11,688 125000 SH Sole 125000
DOCUMENTUM INC COM COM 256159104 44,852 749100 SH Sole 749100
DOUBLECLICK INC COM COM 258609304 188,279 744000 SH Sole 744000
DRUGSTORE.COM COM 262241102 1,065 30000 SH Sole 30000
DUANE READE INC COM COM 263578106 965 35000 SH Sole 35000
E M C CORP MASS COM COM 268648102 216,971 1986000 SH Sole 1986000
EBAY INC COM STK COM 278642103 49,549 395800 SH Sole 395800
EBENX INC COM 278668108 543 12000 SH Sole 12000
ECI TELECOM ILS.12 COM 268258100 18,975 600000 SH Sole 600000
ECOLLEGE.COM INC COM STK COM 27887E100 55 5000 SH Sole 5000
EGGHEAD.COM INC COM 282329101 8,638 539100 SH Sole 539100
EINSTEIN/NOAH BAGEL CORP COM 282577105 28 67700 SH Sole 67700
ELEC ARTS COM COM 285512109 53,424 636000 SH Sole 636000
ENGAGE TECHNOLOGIES INC USD COM 292827102 42,000 700000 SH Sole 700000
ENZON INC COM COM 293904108 19,870 458100 SH Sole 458100
EQUANT NV NY REGISTRY SHS COM 294409107 5,600 50000 SH Sole 50000
ESPEED INC COM 296643109 2,667 75000 SH Sole 75000
E-TEK DYNAMICS INC COM COM 269240107 125,868 977500 SH Sole 977500
ETOYS INC COM STK COM 297862104 17,476 634600 SH Sole 634600
EURO909.COM A/S SPONS ADR SPON ADR 298737107 20,533 750000 SH Sole 750000
EXODUS COMMUNICATIONINC COM COM 302088109 126,999 1466000 SH Sole 1466000
EXPEDIA COM 302125109 2,100 60000 SH Sole 60000
EXTREME NETWORKS INCUSD COM COM 30226D106 4,718 56500 SH Sole 56500
FAIRCHILD SEMICON INTL CLASS COM 303726103 34,396 1150000 SH Sole 1150000
FILENET CORP COM COM 316869106 2,907 114000 SH Sole 114000
FINISAR CORP COM 31787A101 7,774 86500 SH Sole 86500
FLEXTRONICS INTL USD COM Y2573F102 9,200 200000 SH Sole 200000
FOGDOG INC COM 344167101 152 16000 SH Sole 16000
FOUNDRY NETWORKS INCCOM COM 35063R100 2,685 8900 SH Sole 8900
FREEMARKETS INC COM 356602102 5,120 15000 SH Sole 15000
GADZOOX NETWORKS INCUSD COM COM 362555104 37,679 739500 SH Sole 739500
GALILEO TECHNOLOGY LTD COM COM M47298100 12,304 510000 SH Sole 510000
GARDEN.COM INC COM STK COM 365199108 7,360 810000 SH Sole 810000
GATEWAY INC COM COM 367626108 111,841 1552000 SH Sole 1552000
GENERAL INSTRUMENT CORP COM COM 370120107 27,536 323950 SH Sole 323950
GENESIS MICROCHIP INC COM COM 371933102 1,162 55000 SH Sole 55000
GENUS USD COM COM 372461103 248 55000 SH Sole 55000
GETTHERE.COM INC COM STK COM 374266104 2,013 50000 SH Sole 50000
GLOBAL TELESYSTEMS GROUP INC COM 37936U104 3,475 100000 SH Sole 100000
GRIC COMMS INC COM 398081109 76 3000 SH Sole 3000
HARMONIC INC COM STK COM 413160102 29,734 313200 SH Sole 313200
HEALTHEON / WEBMD CORPORATIO COM 422209106 49,476 989521 SH Sole 989521
HEARME.COM COM 421903105 29,227 1097727 SH Sole 1097727
HEWLETT PACKARD CO USD1 COM COM 428236103 11,375 100000 SH Sole 100000
HI/FN INC COM STK COM 428358105 7,752 200050 SH Sole 200050
HMT TECH CORP COM COM 403917107 200 50000 SH Sole 50000
HNC SOFTWARE INC COM COM 40425P107 19,215 181700 SH Sole 181700
HUTCHINSON TECHNOLOGY INC COM 448407106 72,632 3402200 SH Sole 3402200
IDEC PHARMACEUTICALS CORP CO COM 449370105 4,913 50000 SH Sole 50000
ILLUMINET HOLDINGS INC COM S COM 452334105 996 18100 SH Sole 18100
INFORMIX CORP COM COM 456779107 8,763 766200 SH Sole 766200
INFOSPACE.COM INC COM STK COM 45678T102 69,754 326000 SH Sole 326000
INKTOMI CORP COM COM 457277101 50,783 572200 SH Sole 572200
INNOVEX INC COM COM 457647105 2,813 300000 SH Sole 300000
INTEGRATED DEVICE TECHNOLOGY COM 458118106 76,841 2649700 SH Sole 2649700
INTEL CORP COM COM 458140100 166,749 2,025,800 SH Sole 2025800
INTERACTIVE PICTURES CORP CO COM 45839N101 210 9000 SH Sole 9000
INTERGRATED SYS INC COM COM 45812M104 9,297 277000 SH Sole 277000
INTERNAP NETWORK SERVICES CO COM 45885A102 8,650 50000 SH Sole 50000
INTERNET CAP GRP COM COM 46059C106 7,480 44000 SH Sole 44000
INTERWOVEN INC COM STK COM 46114T102 2,578 21200 SH Sole 21200
INTL BUSINESS MACHS CORP COM COM 459200101 62,632 580600 SH Sole 580600
JABIL CIRCUIT INC COM COM 466313103 71,920 985200 SH Sole 985200
JAZZTEL PLC ADR SPON ADRR 47214R152 651 10000 SH Sole 10000
JDA SOFTWARE COM COM 46612K108 1,032 63000 SH Sole 63000
JDS UNIPHASE CORP COM 46612J101 338,821 2100400 SH Sole 2100400
JTS CORPORATION COM COM 465940104 0 337000 SH Sole 337000
JUNIPER NETWORKS INC COM 48203R104 43,536 135700 SH Sole 135700
JUPITER COMMS COM 482050101 275 9100 SH Sole 9100
K TEL INTL INC COM NEW COM 482724200 1,078 183900 SH Sole 183900
KNOT INC (THE) COM STK COM 499184109 84 10000 SH Sole 10000
KPNQWEST INC COM N50919104 9,563 150000 SH Sole 150000
LAM RESH CORP COM COM 512807108 28,281 253500 SH Sole 253500
LEGATO SYS INC COM COM 524651106 3,441 50000 SH Sole 50000
LINEAR CORP USD COM COM 535678106 34,243 476700 SH Sole 476700
LSI LOGIC CORP COM COM 502161102 1,688 25000 SH Sole 25000
LUCENT TECHNOLOGIES INC COM COM 549463107 235,227 3136355 SH Sole 3136355
LYCOS INC COM COM 550818108 48,422 608600 SH Sole 608600
MARIMBA COM 56781Q109 15,694 347400 SH Sole 347400
MARKETWATCH.COM INC COM 570619106 8,055 204000 SH Sole 204000
MATRITECH INC COM COM 576818108 177 53500 SH Sole 53500
MAXIM INTEGRATED PRODUCTS IN COM 57772K101 95,713 2027800 SH Sole 2027800
MCAFEE.COM CORP CLASS A COM COM 579062100 2,250 50000 SH Sole 50000
MERCURY INTERACTIVE CORP COM 589405109 10,794 100000 SH Sole 100000
MERRILL LYNCH & CO INC USD1. COM 590188108 2,083 25000 SH Sole 25000
METALINK LTD COM M69897102 2,649 130000 SH Sole 130000
MICROMUSE INC COM COM 595094103 31,081 203,800 SH Sole 203800
MICRON TECHNOLOGY INC COM COM 595112103 49,760 640000 SH Sole 640000
MICROSOFT CORP COM COM 594918104 187,718 1608100 SH Sole 1608100
MMC NETWORKS INC COM COM 55308N102 3,438 100000 SH Sole 100000
MONTANA PWR CO COM COM 612085100 41,848 1160000 SH Sole 1160000
MOTHERNATURE COM 61978K105 37 5000 SH Sole 5000
NASDAQ-100 SHARES COM COM 631100104 54,825 300000 SH Sole 300000
NAT SEMICOND USD.5 COM 637640103 6,962 162608 SH Sole 162608
NAVISITE INC COM 63935M109 2,300 23000 SH Sole 23000
NCR CORPORATION COM COM 62886E108 21,517 568100 SH Sole 568100
NETCENTIVES INC COM 64108P101 133,370 2177005 SH Sole 2177005
NETCREATIONS COM STK COM 64110N102 3,124 71000 SH Sole 71000
NETMANAGE INC COM COM 641144100 1,067 216100 SH Sole 216100
NETSCOUT SYSTEMS INC COM STK COM 64115T104 1,380 44500 SH Sole 44500
NETWORK PERIPHERALS INC COM 64121R100 13,443 284500 SH Sole 284500
NEW ERA OF NETWORKS INC COM COM 644312100 43,386 911000 SH Sole 911000
NEWBRIDGE CAD COM COM 650901101 26,759 1186000 SH Sole 1186000
NEXTCARD INC COM STK COM 65332K107 1,155 40000 SH Sole 40000
NEXTEL COMMUN COM COM 65332V103 15,469 150000 SH Sole 150000
NOKIA CORP ADR SPON ADR 654902204 19,106 100000 SH Sole 100000
NORTEL NETWORKS COM COM 656569100 89,334 885000 SH Sole 885000
OBJECTIVE SYS INTEG COM COM 674424106 735 111000 SH Sole 111000
ONDISPLAY INC COM 68232L100 909 10000 SH Sole 10000
OPENTV CORPORATION COM STK COM G67543101 4,013 50000 SH Sole 50000
ORACLE CORP COM COM 68389X105 424,840 3791100 SH Sole 3791100
ORCKIT COMM LTD COM COM M7531S107 690 20100 SH Sole 20100
PANDA PROJ INC COM COM 69833F104 1 22700 SH Sole 22700
PEOPLESOFT INC COM COM 712713106 4,919 230800 SH Sole 230800
PFSWEB INC COM 717098107 458 12200 SH Sole 12200
PHONE.COM INC COM 71920Q100 121,123 1030200 SH Sole 1030200
PLANETRX.COM COM 727049108 31,075 2096534 SH Sole 2096534
PMC SIERRA INC COM COM 69344F106 199,110 1250400 SH Sole 1250400
POWERWAVE TECH COM COM 739363109 40,162 688000 SH Sole 688000
PREVIEW TRAVEL INC COM COM 74137R101 23,456 450000 SH Sole 450000
PRI AUTOMATION INC COM COM 69357H106 3,212 50000 SH Sole 50000
PRICELINE.COM INC COM COM 741503106 35,575 682500 SH Sole 682500
PROVIDENT AMERN CORPCOM COM 743832107 12,034 342000 SH Sole 342000
PROVIDIAN FINL CORP COM COM 74406A102 1,821 20000 SH Sole 20000
QUALCOMM INC COM COM 747525103 882,034 5008000 SH Sole 5008000
QUANTUM CORP / DLT AND STO S COM 747906204 5,044 333500 SH Sole 333500
QUANTUM CORP COM STK COM 747906303 1,157 166750 SH Sole 166750
QUINTUS CORP COM STK COM 748798105 1,353 29500 SH Sole 29500
RAMBUS INC COM COM 750917106 16,118 239000 SH Sole 239000
RED HAT INC USD COM COM 756577102 53,649 274000 SH Sole 274000
REDBACK NETWORKS INC COM 757209101 121,307 690500 SH Sole 690500
RETEK INC COM STK COM 76128Q109 978 13000 SH Sole 13000
SANCHEZ COMPUTER ASSOCIATES COM 799702105 15,956 387400 SH Sole 387400
SANDISK CORP COM COM 80004C101 14,466 150300 SH Sole 150300
SAP AKTIENGESELLSCHAFT COM 803054204 80,176 1540000 SH Sole 1540000
SDL INC COM COM 784076101 169,898 784200 SH Sole 784200
SEAGATE TECHNOLOGY COM COM 811804103 13,088 281100 SH Sole 281100
SIEBEL SYS INC COM COM 826170102 76,104 906000 SH Sole 906000
SILICON GRAPHICS INC COM COM 827056102 2,575 265800 SH Sole 265800
SILICON IMAGE COM 82705T102 53,403 762800 SH Sole 762800
SKYMALL INC COM COM 830859104 1 100 SH Sole 100
SOUTHWEST SECS GROUPINC COM 845224104 678 25000 SH Sole 25000
SPANISH BROADCASTINGSYS, INC COM 846425882 2,214 55000 SH Sole 55000
SPORTSLINE USA INC COM COM 848934105 6,461 128900 SH Sole 128900
STARWOOD FINANCIAL INC COM S COM 85569R104 3,972 235386 SH Sole 235386
SUN MICROSYS COM COM 866810104 67,556 872400 SH Sole 872400
SYCAMORE NETWORK INCCOM STK COM 871206108 721,013 2340950 SH Sole 2340950
SYMYX TECH INC COM 87155S108 75 2500 SH Sole 2500
SYNOPSYS INC COM COM 871607107 2,670 40000 SH Sole 40000
TALK CITY INC COM STK COM 874263106 523 20000 SH Sole 20000
TELEWEST COMM PLC ADR SPON ADR 87956P105 187 3378 SH Sole 3378
TELLABS INC COM COM 879664100 56,732 883850 SH Sole 883850
TERADYNE INC COM 880770102 192,828 2956770 SH Sole 2956770
TERRA NETWORKS SA SPONS ADR SPON ADR 88100W103 1,095 20000 SH Sole 20000
THESTREET.COM INC COM 88368Q103 26,340 1361704 SH Sole 1361704
TITAN CORP COM COM 888266103 14,430 305000 SH Sole 305000
TRIDENT MICROSYSTEMSINC COM COM 895919108 1,035 101000 SH Sole 101000
TRITON PCS HOLDINGS INC CLAS COM 89677M106 8,304 182500 SH Sole 182500
TUMBLEWEED COMMUNICATIONS CO COM 899690101 360 4250 SH Sole 4250
TUT SYSTEMS INC COM STK COM 901103101 2,574 48000 SH Sole 48000
TYCO INTERNATIONAL LTD COM COM 902124106 7,416 190150 SH Sole 190150
UNITED PAN-EUROPE COMM NV AD SPON ADR 911300200 17,723 139000 SH Sole 139000
UNITED PARCEL SERVICE CL-B COM 911312106 6,900 100000 SH Sole 100000
UNITEDGLOBALCOM INC CL-A COM COM 913247508 212,505 3144200 SH Sole 3144200
USINTERNETWORKING INC COM 917311805 38,221 550000 SH Sole 550000
VA LINUX SYSTMS COM STK COM 91819B105 2,273 11000 SH Sole 11000
VANTIVE CORP COM COM 922091103 5,240 290100 SH Sole 290100
VERISIGN INC COM COM 92343E102 76,375 400000 SH Sole 400000
VERITAS SOFTWARE COM COM 923436109 166,852 1212500 SH Sole 1212500
VERITY INC COM COM 92343C106 6,257 147000 SH Sole 147000
VIGNETTE CORPORATION COM 926734104 28,145 200000 SH Sole 200000
VIRATA CORP COM STK COM 927646109 642 21500 SH Sole 21500
VITESSE SEMI CONDUCTOR CORP COM 928497106 2,622 50000 SH Sole 50000
VIXEL CORP COM STK COM 928552108 474 27800 SH Sole 27800
WEB STREET INC. COM 947336103 1,856 150000 SH Sole 150000
WEBTRENDS CORP COM STK COM 94844D104 33,656 415500 SH Sole 415500
WEBVAN GROUP COM 94845V103 26,648 1615000 SH Sole 1615000
WESTERN DIGITAL CORPCOM COM 958102105 3,044 727000 SH Sole 727000
WILL COMMS GRP COM 969455104 1,447 50000 SH Sole 50000
XILINX USD COM COM 983919101 75,387 1658000 SH Sole 1658000
YAHOO INC COM COM 984332106 1,063,757 2461700 SH Sole 2461700
Z TEL TECHS COM 988792107 606 15000 SH Sole 15000
ZAPME! CORP COM STK COM 98912E100 1,363 158000 SH Sole 158000
ZOOM TELEPHONICS INCCOM COM 98976E103 295 35000 SH Sole 35000
ZORAN CORP COM COM 98975F101 56 1000 SH Sole 1000
12,587,115 150,625,874 150,625,874
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